Civic Intelligence

Marina L Schreyer Charitable Trust

EIN 47-6971498 • Orange, CA

8502 E Chapman Ave Ste 433Orange, CA 92869
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

2nd percentile

-205%

Higher net margin than 2% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$50,000

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 22.9% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

15th percentile

-6.7%

Faster asset growth than 15% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Assets

Down

$6,229,588

Down $448,468 (-6.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$6,229,588

Down $448,468 (-6.7%) from 2023

Revenue

Up

$218,514

Up $267,849 (+543%) from 2023

Expenses

Up

$666,982

Up $67,572 (+11%) from 2023

Net Income

Up

-$448,468

Up $200,277 (+31%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2015: $12,769,350Liabilities 2015: $200,000Net Assets 2015: $12,569,3502015Assets 2016: $9,462,028Liabilities 2016: $0Net Assets 2016: $9,462,0282016Assets 2017: $9,306,420Liabilities 2017: $922,396Net Assets 2017: $8,384,0242017Assets 2018: $9,468,836Liabilities 2018: $1,321,581Net Assets 2018: $8,147,2552018Assets 2019: $10,281,265Liabilities 2019: $0Net Assets 2019: $10,281,2652019Assets 2020: $10,086,195Liabilities 2020: $0Net Assets 2020: $10,086,1952020Assets 2021: $10,115,690Liabilities 2021: $0Net Assets 2021: $10,115,6902021Assets 2022: $7,326,801Liabilities 2022: $0Net Assets 2022: $7,326,8012022Assets 2023: $6,678,056Liabilities 2023: $0Net Assets 2023: $6,678,0562023Assets 2024: $6,229,588Liabilities 2024: $0Net Assets 2024: $6,229,5882024

Highlighted filing

2024

Assets$6,229,588
Liabilities$0
Net Assets$6,229,588

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2015: $13,264,458Expenses 2015: $695,108Net Income 2015: $12,569,3502015Revenue 2016: $452,924Expenses 2016: $582,590Net Income 2016: -$129,6662016Revenue 2017: $404,170Expenses 2017: $901,036Net Income 2017: -$496,8662017Revenue 2018: $357,404Expenses 2018: $891,218Net Income 2018: -$533,8142018Revenue 2019: $456,228Expenses 2019: $628,645Net Income 2019: -$172,4172019Revenue 2020: -$338,261Expenses 2020: $684,762Net Income 2020: -$1,023,0232020Revenue 2021: $772,521Expenses 2021: $332,020Net Income 2021: $440,5012021Revenue 2022: $283,515Expenses 2022: $593,909Net Income 2022: -$310,3942022Revenue 2023: -$49,335Expenses 2023: $599,410Net Income 2023: -$648,7452023Revenue 2024: $218,514Expenses 2024: $666,982Net Income 2024: -$448,4682024

Highlighted filing

2024

Revenue$218,514
Expenses$666,982
Net Income-$448,468

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 1, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL J GETZINGERTrustee-$50,000-$50,000
RICHARD KYMTrustee-$50,000-$50,000
GERALD PAGETrustee-$50,000-$50,000
Filing and Contact Details

Filer

Filer Name
Marina L Schreyer Charitable Trust
EIN
47-6971498
In Care Of
% DANIEL J GETZINGER
Phone
8583365930
Address
8502 E CHAPMAN AVE STE 433, ORANGE, CA 92869

Signing Officer

Name
Daniel J Getzinger
Title
Trustee
Phone
8583365930
Signed
2025-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Daniel J Getzinger CPA PC
Address
8502 E Chapman Ave NUM 433, Orange, CA 92869
Preparer
Daniel J Getzinger
Phone
8583365930
Raw XML Appendix362 raw XML fields

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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CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0TRUSTEE FEES OF $50,000
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1PORTFOLIO MANAGEMENT FEES OF $87,557 TRUSTEE FEES OF $50,000 CONSULTING FEES OF $10,969
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2TRUSTEE FEES OF $50,000 LEGAL FEES OF $6,180
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0true
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IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DANIEL J GETZINGER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt08502 E CHAPMAN AVE 433
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ORANGE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08583365930
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DONATION TO AFRICAN WILDLIFE FUND
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0DONATION TO GIVE2ASIA
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0PUBLICLY TRADED SECURITIES
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt05990564
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt05990564
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt252866
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0CASE POSTALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0GENEVA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0SZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd0CH1211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm0GENEVA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CHILDS DREAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1AFRICAN WILDLIFE PRES TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2UNHCR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02201 BROADWAY 4TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt125022 MALIBU ROAD STE 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MALIBU
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190265
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0352866
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06657546
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06657546
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06657546
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06657546
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06657546
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0143209
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FOREIGN TAX WITHHOLDING REFUNDABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0219635
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0219635
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CURRENCY VALUATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025662
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12019
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2576
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025662
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12019
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025662
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12019
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2576
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt30
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt40
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt074046
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt128707
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2150000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt39080
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt47500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PORTFOLIO MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3LEGAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt4ACCOUNTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt074046
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt128707
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt2150000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt39080
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt47500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt128707
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt2150000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt39080
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt47500
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL J GETZINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08583365930
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARINA L SCHREYER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0476971498
ReturnHeader/Filer/InCareOfNm0% DANIEL J GETZINGER
ReturnHeader/Filer/PhoneNum08583365930
ReturnHeader/Filer/USAddress/AddressLine1Txt08502 E CHAPMAN AVE STE 433
ReturnHeader/Filer/USAddress/CityNm0ORANGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092869
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0993296894
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Daniel J Getzinger CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08502 E Chapman Ave NUM 433
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Orange
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092869
ReturnHeader/PreparerPersonGrp/PhoneNum08583365930
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL J GETZINGER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-07T11:28:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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