Civic Intelligence

Massen-Greene Charitable Remainder Foundation 02-50510-Pf

990PF • Fiscal year 2018 • EIN 45-4445554

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 29, 2019

PO Box 267Santa Ana, CA 92702

(714) 250-8239

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

50th percentile

3.6%

Higher net margin than 50% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

48th percentile

$17,130

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

49th percentile

0.6%

Faster asset growth than 49% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

14th percentile

-23%

Faster revenue growth than 14% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$2,339,449

Up $13,697 (+0.6%) from 2017

Net Assets

Up

$2,339,449

Up $13,697 (+0.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$378,454

Down $115,333 (-23%) from 2017

Expenses

Down

$364,757

Down $98,037 (-21%) from 2017

Net Income

Down

$13,697

Down $17,296 (-56%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2018

Assets$2,339,449
Liabilities$0
Net Assets$2,339,449

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$378,454
Expenses$364,757
Net Income$13,697
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 29, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST AMERICAN TRUSTCo-TrusteeFT$17,130-$17,130
KENNETH O SOLOMONCo-TrusteePT$15,739-$15,739
LARRY VINCECo-TrusteePT$15,739-$15,739
Filing and Contact Details

Filer

Filer Name
Massen Greene Charitable Remainder
EIN
45-4445554
Phone
7142508239
Address
PO BOX 267, SANTA ANA, CA 92702

Signing Officer

Name
Larry D Vince
Title
Co-trustee
Phone
7142508239
Signed
2019-10-29
Discuss with paid preparer
Yes

Preparer

Firm
WRIGHT FORD YOUNG & CO CPA'S
Address
16140 SAND CANYON AVENUE, IRVINE, CA 92618-3715
Preparer
Marisa E Alvarado
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/DistributableAmountGrp/TotalTaxAmt02151
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02399
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02640
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt01910
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02151
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02399
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02151
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02151
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04550
IRS990PF/FMVAssetsEOYAmt03951410
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0212796
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0277583
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0277583
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0983318
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0949406
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0912160
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0681965
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0665558
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0629590
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0195728
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0642630
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0447673
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0446902
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt02132077
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02325752
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02339449
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02325752
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02339449
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03951410
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02325752
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02339449
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02325752
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02339449
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04234207
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0286125
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01637277
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt063513
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02310805
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0208535
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04170694
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04234207
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/CompensationAmt017130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt115739
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt215739
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/AddressLine1Txt0PO BOX 267
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt124881 ALICIA PKWY STE E-338
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt230 CORPORATE PARK STE 309
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA ANA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LAGUNA HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2IRVINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092702
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192653
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd292606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0171049
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0173200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0220929
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt040408
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0273186
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0267610
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0205564
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.041012
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052291
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.008249
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.055584
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.049616
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.039319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02151
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04170694
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04224954
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04898589
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04914854
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt05393647
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05228101
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0196063
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.205059
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0193912
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0196063
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02151
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0196063
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01

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