Civic Intelligence

David Greenberg Trust

990PF • Fiscal year 2024 • EIN 72-0573408

Apr 01, 2023 to Mar 31, 2024 • Filed on Aug 06, 2024

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.

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

36th percentile

0.00x

Higher debt load relative to revenue than 36% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

26th percentile

-8.4%

Higher net margin than 26% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

61st percentile

$56,276

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 20.4% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

29th percentile

-2.1%

Faster asset growth than 29% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

26th percentile

-4.9%

Faster revenue growth than 26% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$1,100,586

Down $23,063 (-2.1%) from 2023

Net Assets

Down

$1,099,927

Down $23,095 (-2.1%) from 2023

Liabilities

Up

$659

Up $32 (+5.1%) from 2023

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin26th percentile

Revenue

Down

$276,103

Down $14,345 (-4.9%) from 2023

Expenses

Up

$299,198

Up $19,389 (+6.9%) from 2023

Net Income

Down

-$23,095

Down $33,734 (-317%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2024

Assets$1,100,586
Liabilities$659
Net Assets$1,099,927
Open 2024 Filing

Operations Trend

Revenue Growth26th 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

2024

Revenue$276,103
Expenses$299,198
Net Income-$23,095
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Aug 6, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tammy Assunto CarnahanTrusteePT$56,276-$56,276
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBeloved and BeyondDonation-Rosebud, TX, US$12,500
Paid GrantAutism Services of Southwest LouisianaDonation-Lake Charles, LA, US$12,000
Paid GrantChristus St Patrick FoundationDonation-Lake Charles, LA, US$8,000
Paid GrantShriners HospitalDonation-Shreveport, LA, US$7,000
Paid GrantSt Jude Children's Research HospitalDonation-Memphis, TN, US$7,000
Paid GrantCovenant Grace AcademyDonation-Lake Charles, LA, US$3,000
Paid GrantGrace Baptist ChurchDonation-Sulphur, LA, US$3,000
Paid GrantRescue Baptist ChurchDonation-Pilot Mountain, NC, US$3,000
Paid GrantClubhouse Baseball AcademyDonation-Dequincy, LA, US$2,500
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 Assunto Carnahan
Title
Trustee
Phone
3372497518
Signed
2024-08-06
Discuss with paid preparer
Yes

Preparer

Firm
McElroy Quirk & Burch
Address
PO Box 3070, Lake Charles, LA 70602-3070
Preparer
Mollie C Broussard CPA
Phone
3374331063
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10McNeese Plaza Renovations
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11McNeese Plaza Renovations
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26McNeese Improvements
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27Renovations
ExplnOfNonFilingWithAGStmt/ExplanationTxt0The Attorney General of Louisiana does not require a copy of the Form 990-PF.
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt057418
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt058000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt058000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt076427
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt076427
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt076427
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-23095
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt0276103
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0276103
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0276103
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt047449
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt053329
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt081442
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt081442
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt081442
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt01592
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01592
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01592
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt019019
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt019019
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt019019
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0276103
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0228654
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt070544
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0228654
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0299198
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0276103
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0276103
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0228654
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt012544
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0228654
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0241198
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-23095
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01099927
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01123022
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01099927
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt099535
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt099535
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt099535
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0100195
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0660
IRS990PF/DistributableAmountGrp/TotalTaxAmt0660
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0720
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0660
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0660
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0660
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0720
IRS990PF/FMVAssetsEOYAmt02052616
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0597042
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0597042
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0265105
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0299380
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0299380
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0851845
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01639815
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0844592
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0787970
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01740000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0680
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0720
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0720
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0627
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0659
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0525980
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0502885
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt013272
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt012516
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt012516
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01123649
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01100586
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02052616
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0627
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0659
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01123649
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01100586
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01123022
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01099927
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02034410
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0294410
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt030516
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01740000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0100195
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02003894
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02034410
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt056276
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/ExpensesAndContributionsAmt070544
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt070544
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,100,586
Liabilities
$659
Net assets
$1,099,927
Revenue
$276,103
Expenses
$299,198
Net income
-$23,095
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