Civic Intelligence

Massen-Greene Charitable Remainder Foundation 02-50510-Pf

990PF • Fiscal year 2022 • EIN 45-4445554

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 02, 2023

Organization Profile
5 First American WaySanta Ana, CA 92707

(714) 250-8239

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

19th percentile

-24%

Higher net margin than 19% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

52nd percentile

$17,706

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

35th percentile

-3.7%

Faster asset growth than 35% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

23rd percentile

-24%

Faster revenue growth than 23% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,140,306

Down $82,863 (-3.7%) from 2021

Net Assets

Down

$2,140,306

Down $82,863 (-3.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin19th percentile

Revenue

Down

$341,911

Down $107,761 (-24%) from 2021

Expenses

Up

$424,774

Up $20,291 (+5.0%) from 2021

Net Income

Down

-$82,863

Down $128,052 (-283%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

2022

Assets$2,140,306
Liabilities$0
Net Assets$2,140,306
Open 2022 Filing

Operations Trend

Revenue Growth23rd percentile

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

2022

Revenue$341,911
Expenses$424,774
Net Income-$82,863
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 2, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST AMERICAN TRUSTCo-TrusteeFT$17,706-$17,706
KENNETH O SOLOMONCo-TrusteePT$16,023-$16,023
LARRY VINCECo-TrusteePT$16,023-$16,023
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
2023-11-02
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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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-82863
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0367125
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0367125
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0805697
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-70593
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0199433
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0201999
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0101295
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0101395
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt047539
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt052539
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0206604
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0213071
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0424774
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0412504
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0341911
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08141
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0213071
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0226311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0876290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-70795
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-70795
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0805495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-70593
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-82863
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02140306
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02223169
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02140306
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0351105
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0351105
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0351105
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0353877
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02772
IRS990PF/DistributableAmountGrp/TotalTaxAmt02772
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03280
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03552
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt02500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02772
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03280
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02772
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02772
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06052
IRS990PF/FMVAssetsEOYAmt07025854
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0239246
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0329796
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0329796
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0943111
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0874475
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0819754
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0614576
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0526091
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0626304
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0301040
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0710984
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0426236
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0409944
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt05250000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02223169
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02140306
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02223169
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02140306
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07025854
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02223169
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02140306
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02223169
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02140306
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07185325
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0347320
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01588005
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0107780
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt05250000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0353877
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07077545
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07185325
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/CompensationAmt017706
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt116023
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt216023
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-338
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092707
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192653
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd292653
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,140,306
Liabilities
$0
Net assets
$2,140,306
Revenue
$341,911
Expenses
$424,774
Net income
-$82,863
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.53$0.57$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.48$0.60$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.34$0.42$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.45$0.40$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.33$0.41$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.38$0.46$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.38$0.36$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.49$0.46$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.37$0.23$0.15
2015Summary only. Only limited summary data is available for this year.$2.41$0.00$0.43$0.45$0.01