Civic Intelligence

David Greenberg Trust

990PF • Fiscal year 2021 • EIN 72-0573408

Apr 01, 2020 to Mar 31, 2021 • Filed on Jul 14, 2021

Organization Profile
PO Box 862Lake Charles, LA 70602

(337) 249-7518

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.03x

Higher debt load relative to assets than 52% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

65th percentile

0.14x

Higher debt load relative to revenue than 65% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

48th percentile

12%

Higher net margin than 48% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

60th percentile

$45,825

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 20.6% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

46th percentile

5.5%

Faster asset growth than 46% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

28th percentile

-2.9%

Faster revenue growth than 28% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$1,124,789

Up $58,196 (+5.5%) from 2020

Net Assets

$1,094,105

No earlier filing loaded for comparison.

Liabilities

Up

$30,684

Up $30,494 (+16049%) from 2020

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin48th percentile

Revenue

Down

$222,400

Down $6,725 (-2.9%) from 2020

Expenses

Up

$194,698

Up $14,748 (+8.2%) from 2020

Net Income

Down

$27,702

Down $21,473 (-44%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $974,173Liabilities 2012: $02012Assets 2013: $945,918Liabilities 2013: $02013Assets 2014: $981,888Liabilities 2014: $02014Assets 2015: $956,693Liabilities 2015: $02015Assets 2016: $928,097Liabilities 2016: $722016Assets 2020: $1,066,593Liabilities 2020: $1902020Assets 2021: $1,124,789Liabilities 2021: $30,684Net Assets 2021: $1,094,1052021Assets 2022: $1,113,067Liabilities 2022: $684Net Assets 2022: $1,112,3832022Assets 2023: $1,123,649Liabilities 2023: $627Net Assets 2023: $1,123,0222023Assets 2024: $1,100,586Liabilities 2024: $659Net Assets 2024: $1,099,9272024Assets 2025: $993,183Liabilities 2025: $0Net Assets 2025: $993,1832025

Highlighted filing

2021

Assets$1,124,789
Liabilities$30,684
Net Assets$1,094,105
Open 2021 Filing

Operations Trend

Revenue Growth28th percentile

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

$400K$200K$0-$200KRevenue 2012: $145,847Expenses 2012: $249,188Net Income 2012: -$103,3412012Revenue 2013: $141,880Expenses 2013: $170,135Net Income 2013: -$28,2552013Revenue 2014: $227,410Expenses 2014: $191,440Net Income 2014: $35,9702014Revenue 2015: $176,795Expenses 2015: $201,990Net Income 2015: -$25,1952015Revenue 2016: $193,889Expenses 2016: $222,557Net Income 2016: -$28,6682016Revenue 2020: $229,125Expenses 2020: $179,950Net Income 2020: $49,1752020Revenue 2021: $222,400Expenses 2021: $194,698Net Income 2021: $27,7022021Revenue 2022: $282,583Expenses 2022: $264,305Net Income 2022: $18,2782022Revenue 2023: $290,448Expenses 2023: $279,809Net Income 2023: $10,6392023Revenue 2024: $276,103Expenses 2024: $299,198Net Income 2024: -$23,0952024Revenue 2025: $261,090Expenses 2025: $367,834Net Income 2025: -$106,7442025

Highlighted filing

2021

Revenue$222,400
Expenses$194,698
Net Income$27,702
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Jul 14, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAMMY ASSUNTO CARNAHANTrusteePT$45,825-$45,825
Filing and Contact Details

Filer

Filer Name
David Greenberg Trust
EIN
72-0573408
Phone
3372497518
Address
PO BOX 862, LAKE CHARLES, LA 70602

Signing Officer

Name
Tammy Assunto Carnahan
Title
Trustee
Phone
3374784807
Signed
2021-07-14
Discuss with paid preparer
Yes

Preparer

Firm
Darrell J Morris CPA
Address
1936 SOUTHWOOD DRIVE, LAKE CHARLES, LA 70605-4131
Preparer
Darrell J Morris CPA
Phone
3374746490
Raw XML Appendix312 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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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt080737
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt092646
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt011909
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt027490
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt030813
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0268754
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02189
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt011909
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0317337
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt027490
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030813
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0259034
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt080737
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0317337
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0329246
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0651867
LandEtcSchedule2/LandEtcGrp/BookValueAmt0719893
LandEtcSchedule2/LandEtcGrp/BookValueAmt1200000
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0BUILDINGS & EQUIPMENT
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1LAND
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01371760
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1200000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt01540000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt1200000
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt040
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt14272
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2325
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt040
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14272
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2325
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt040
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14272
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2325
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0190
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0TAXES PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0457
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt017369
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1457
TaxesSchedule/TaxesDetail/Amt017369
TaxesSchedule/TaxesDetail/Amt1457
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES & LICENSES
TaxesSchedule/TaxesDetail/CategoryTxt1PF TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt017369
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1457
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMMY ASSUNTO CARNAHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03374784807
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID GREENBERG TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0720573408
ReturnHeader/Filer/PhoneNum03372497518
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 862
ReturnHeader/Filer/USAddress/CityNm0LAKE CHARLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070602
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0720963847
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DARRELL J MORRIS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01936 SOUTHWOOD DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE CHARLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0706054131
ReturnHeader/PreparerPersonGrp/PhoneNum03374746490
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARRELL J MORRIS CPA
ReturnHeader/ReturnTs02021-07-29T08:39:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TAMMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARNAHAN
ReturnHeader/TaxPeriodBeginDt02020-04-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,124,789
Liabilities
$30,684
Net assets
$1,094,105
Revenue
$222,400
Expenses
$194,698
Net income
$27,702
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.26$0.37$0.11
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.28$0.30$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.29$0.28$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.28$0.26$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.03$1.09$0.22$0.19$0.03
2020Summary only. Only limited summary data is available for this year.$1.07$0.00$0.23$0.18$0.05
2016Summary only. Only limited summary data is available for this year.$0.93$0.00$0.19$0.22$0.03
2015Summary only. Only limited summary data is available for this year.$0.96$0.00$0.18$0.20$0.03
2014Summary only. Only limited summary data is available for this year.$0.98$0.00$0.23$0.19$0.04
2013Summary only. Only limited summary data is available for this year.$0.95$0.00$0.14$0.17$0.03
2012Summary only. Only limited summary data is available for this year.$0.97$0.00$0.15$0.25$0.10