Civic Intelligence

David Greenberg Trust

990PF • Fiscal year 2022 • EIN 72-0573408

Apr 01, 2021 to Mar 31, 2022 • Filed on Jul 27, 2022

Organization Profile
PO Box 862Lake Charles, LA 70602-0862

(337) 249-7518

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

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

Liabilities / Revenue

34th percentile

0.00x

Higher debt load relative to revenue than 34% of similar nonprofits.

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

Net Margin

51st percentile

6.5%

Higher net margin than 51% of similar nonprofits.

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

Top Officer Pay

60th percentile

$48,670

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 17.2% of source-year revenue.

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

Asset Growth

46th percentile

-1.0%

Faster asset growth than 46% of similar nonprofits.

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

Revenue Growth

73rd percentile

27%

Faster revenue growth than 73% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$1,113,067

Down $11,722 (-1.0%) from 2021

Net Assets

Up

$1,112,383

Up $18,278 (+1.7%) from 2021

Liabilities

Down

$684

Down $30,000 (-98%) from 2021

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin51st percentile

Revenue

Up

$282,583

Up $60,183 (+27%) from 2021

Expenses

Up

$264,305

Up $69,607 (+36%) from 2021

Net Income

Down

$18,278

Down $9,424 (-34%) from 2021

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

2022

Assets$1,113,067
Liabilities$684
Net Assets$1,112,383
Open 2022 Filing

Operations Trend

Revenue Growth73rd 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

2022

Revenue$282,583
Expenses$264,305
Net Income$18,278
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2021 to Mar 31, 2022
Signed
Jul 27, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tammy Assunto CarnahanTrusteePT$48,670-$48,670
Filing and Contact Details

Filer

Filer Name
David Greenberg Trust
EIN
72-0573408
Phone
3372497518
Address
PO Box 862, Lake Charles, LA 70602-0862

Signing Officer

Name
Tammy Carnahan
Title
Trustee
Phone
3372497518
Signed
2022-07-27
Discuss with paid preparer
Yes

Preparer

Firm
Mcelroy Quirk & Burch (apc)
Address
PO BOX 3070, LAKE CHARLES, LA 70602-3070
Preparer
Mollie C Broussard CPA
Phone
3374331063
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt019417
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt019417
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0282583
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0234284
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt030021
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0234284
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0264305
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0282583
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0282583
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0234284
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt010821
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0234284
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0245105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt030227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt030227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc03/31/21 Deferred Gain & Expense
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt018278
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01112383
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01094105
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01112383
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt088111
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt088111
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt088111
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt088782
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0671
IRS990PF/DistributableAmountGrp/TotalTaxAmt0671
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0671
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0671
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0671
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0171
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0500
IRS990PF/FMVAssetsEOYAmt01995062
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0597042
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0597042
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0191479
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0239940
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0239940
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueBOYAmt030227
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0713755
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01571760
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0919893
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0858005
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01740000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0457
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0684
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0497063
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0515341
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt013417
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt014622
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt014622
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01124789
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01113067
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01995062
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt030684
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0684
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01124789
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01113067
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01094105
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01112383
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01802675
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt062675
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt027040
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01740000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt088782
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01775635
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01802675
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt048670
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Tammy Assunto Carnahan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01509 South Covey Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Lake Charles
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0LA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd070605
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt030021
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt030021
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/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,113,067
Liabilities
$684
Net assets
$1,112,383
Revenue
$282,583
Expenses
$264,305
Net income
$18,278
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