Civic Intelligence

Massen Greene Charitable Remainder

EIN 45-4445554 • Santa Ana, CA

5 First American WaySanta Ana, CA 92707
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

27th percentile

-7.3%

Higher net margin than 27% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$16,590

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

31st percentile

-1.9%

Faster asset growth than 31% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

54th percentile

11%

Faster revenue growth than 54% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,984,971

Down $38,596 (-1.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,984,971

Down $38,596 (-1.9%) from 2023

Revenue

Up

$531,656

Up $53,351 (+11%) from 2023

Expenses

Down

$570,252

Down $24,792 (-4.2%) from 2023

Net Income

Up

-$38,596

Up $78,143 (+67%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2015: $2,406,702Liabilities 2015: $02015Assets 2016: $2,289,604Liabilities 2016: $0Net Assets 2016: $2,289,6042016Assets 2017: $2,325,752Liabilities 2017: $0Net Assets 2017: $2,325,7522017Assets 2018: $2,339,449Liabilities 2018: $0Net Assets 2018: $2,339,4492018Assets 2019: $2,252,407Liabilities 2019: $0Net Assets 2019: $2,252,4072019Assets 2020: $2,177,980Liabilities 2020: $0Net Assets 2020: $2,177,9802020Assets 2021: $2,223,169Liabilities 2021: $0Net Assets 2021: $2,223,1692021Assets 2022: $2,140,306Liabilities 2022: $0Net Assets 2022: $2,140,3062022Assets 2023: $2,023,567Liabilities 2023: $0Net Assets 2023: $2,023,5672023Assets 2024: $1,984,971Liabilities 2024: $0Net Assets 2024: $1,984,9712024

Highlighted filing

2024

Assets$1,984,971
Liabilities$0
Net Assets$1,984,971

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2015: $432,512Expenses 2015: $446,198Net Income 2015: -$13,6862015Revenue 2016: $373,925Expenses 2016: $228,007Net Income 2016: $145,9182016Revenue 2017: $493,787Expenses 2017: $462,794Net Income 2017: $30,9932017Revenue 2018: $378,454Expenses 2018: $364,757Net Income 2018: $13,6972018Revenue 2019: $375,311Expenses 2019: $462,353Net Income 2019: -$87,0422019Revenue 2020: $333,255Expenses 2020: $407,682Net Income 2020: -$74,4272020Revenue 2021: $449,672Expenses 2021: $404,483Net Income 2021: $45,1892021Revenue 2022: $341,911Expenses 2022: $424,774Net Income 2022: -$82,8632022Revenue 2023: $478,305Expenses 2023: $595,044Net Income 2023: -$116,7392023Revenue 2024: $531,656Expenses 2024: $570,252Net Income 2024: -$38,5962024

Highlighted filing

2024

Revenue$531,656
Expenses$570,252
Net Income-$38,596

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH O SOLOMONCo-TrusteePT$16,590-$16,590
LARRY VINCECo-TrusteePT$16,590-$16,590
FIRST AMERICAN TRUSTCo-TrusteeFT$16,291-$16,291
Filing and Contact Details

Filer

Filer Name
Massen Greene Charitable Remainder
EIN
45-4445554
Phone
7142508239
Address
5 FIRST AMERICAN WAY, SANTA ANA, CA 92707

Signing Officer

Name
First American Trust
Title
Co-trustee
Phone
7142508239
Signed
2025-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Wright Ford Young & Co
Address
16140 SAND CANYON AVENUE, IRVINE, CA 92618
Preparer
Ryan Working CPA
Phone
9499102727
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt049471
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0339232
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0339232
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt016242
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt016242
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt066422
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt066534
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-38596
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0425112
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0425112
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01003803
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt039973
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0312521
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0254450
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0106006
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0106106
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt037
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt037
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt048638
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt051976
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0347792
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0219023
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0570252
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0531544
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0531656
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08560
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0219023
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0231020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0963830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt039973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt039973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01003803
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt039973
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-38596
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01984971
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02023567
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01984971
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0342627
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0342627
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0342627
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0346971
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04344
IRS990PF/DistributableAmountGrp/TotalTaxAmt04344
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03320
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04344
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04344
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04344
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01024
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03320
IRS990PF/FMVAssetsEOYAmt06965820
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0298483
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0319680
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0319680
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0825333
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0819654
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0817726
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0505225
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0467353
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0574474
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0336640
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0714924
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0394526
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0378284
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt05253940
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02023567
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01984971
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02023567
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01984971
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06965820
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02023567
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01984971
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02023567
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01984971
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07045095
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0358132
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01433023
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0105676
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt05253940
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0346971
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06939419
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07045095
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt016291
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt116590
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt216590
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FIRST AMERICAN TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KENNETH O SOLOMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LARRY VINCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05 FIRST AMERICAN WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt124881 ALICIA PKWY STE E-349
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt224881 ALICIA PKWY STE E-349
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA ANA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LAGUNA HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LAGUNA HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA

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