Civic Intelligence

Greene Charitable Trust

990PF • Fiscal year 2024 • EIN 65-6015274

Jan 01, 2024 to Dec 31, 2024 • Filed on Jul 16, 2025

Organization Profile
56 SW Cabana Point CircleStuart, FL 34994

(772) 475-9772

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

1st percentile

-294400%

Higher net margin than 1% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

19th percentile

-25%

Faster asset growth than 19% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

21st percentile

-25%

Faster revenue growth than 21% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$26,676

Down $8,832 (-25%) from 2023

Net Assets

$26,676

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin1st percentile

Revenue

Down

$3

Down $1 (-25%) from 2023

Expenses

Up

$8,835

Up $1,435 (+19%) from 2023

Net Income

Down

-$8,832

Down $1,436 (-19%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$400K$300K$200K$100K$0Assets 2011: $387,217Liabilities 2011: $02011Assets 2012: $323,880Liabilities 2012: $02012Assets 2013: $279,830Liabilities 2013: $02013Assets 2014: $224,471Liabilities 2014: $02014Assets 2015: $191,278Liabilities 2015: $0Net Assets 2015: $191,2782015Assets 2017: $122,288Liabilities 2017: $0Net Assets 2017: $122,2882017Assets 2018: $81,138Liabilities 2018: $0Net Assets 2018: $81,1572018Assets 2019: $66,661Liabilities 2019: $0Net Assets 2019: $66,6612019Assets 2020: $53,750Liabilities 2020: $0Net Assets 2020: $53,0722020Assets 2021: $48,172Liabilities 2021: $0Net Assets 2021: $48,1722021Assets 2022: $42,904Liabilities 2022: $12022Assets 2023: $35,508Liabilities 2023: $12023Assets 2024: $26,676Liabilities 2024: $0Net Assets 2024: $26,6762024

Highlighted filing

2024

Assets$26,676
Liabilities$0
Net Assets$26,676
Open 2024 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2011: $13,584Expenses 2011: $89,613Net Income 2011: -$76,0292011Revenue 2012: $7,906Expenses 2012: $66,668Net Income 2012: -$58,7622012Revenue 2013: $102Expenses 2013: $43,525Net Income 2013: -$43,4232013Revenue 2014: $54Expenses 2014: $55,413Net Income 2014: -$55,3592014Revenue 2015: $0Expenses 2015: $33,193Net Income 2015: -$33,1932015Revenue 2017: $0Expenses 2017: $30,631Net Income 2017: -$30,6312017Revenue 2018: $0Expenses 2018: $41,150Net Income 2018: -$41,1502018Revenue 2019: $0Expenses 2019: $14,505Net Income 2019: -$14,5052019Revenue 2020: $0Expenses 2020: $13,595Net Income 2020: -$13,5952020Revenue 2021: $5Expenses 2021: $4,905Net Income 2021: -$4,9002021Revenue 2022: $5Expenses 2022: $5,273Net Income 2022: -$5,2682022Revenue 2023: $4Expenses 2023: $7,400Net Income 2023: -$7,3962023Revenue 2024: $3Expenses 2024: $8,835Net Income 2024: -$8,8322024

Highlighted filing

2024

Revenue$3
Expenses$8,835
Net Income-$8,832
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 16, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SERGE GREENETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Greene Charitable Trust
EIN
65-6015274
Phone
7724759772
Address
56 SW CABANA POINT CIRCLE, STUART, FL 34994

Signing Officer

Name
Serge Greene
Title
Trustee
Phone
7724759772
Signed
2025-07-16
Discuss with paid preparer
Yes

Preparer

Firm
Cri Advisors LLC
Address
33 SW FLAGLER AVENUE, STUART, FL 34994
Preparer
Christine Myers CPA
Phone
7722832356
Raw XML Appendix254 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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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CRI ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt033 SW FLAGLER AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STUART
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034994
ReturnHeader/PreparerPersonGrp/PhoneNum07722832356
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE MYERS CPA
ReturnHeader/ReturnTs02025-07-31T07:13:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,676
Liabilities
$0
Net assets
$26,676
Revenue
$3
Expenses
$8,835
Net income
-$8,832
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.00$0.09$0.09
2023Summary only. Only limited summary data is available for this year.$0.36$0.00$0.00$0.07$0.07
2022Summary only. Only limited summary data is available for this year.$0.43$0.00$0.00$0.05$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.00$0.05$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.53$0.00$0.14$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$0.00$0.15$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$0.00$0.41$0.41
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.00$0.31$0.31
2015Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.00$0.33$0.33
2014Summary only. Only limited summary data is available for this year.$2.24$0.00$0.00$0.55$0.55
2013Summary only. Only limited summary data is available for this year.$2.80$0.00$0.00$0.44$0.43
2012Summary only. Only limited summary data is available for this year.$3.24$0.00$0.08$0.67$0.59
2011Summary only. Only limited summary data is available for this year.$3.87$0.00$0.14$0.90$0.76