Civic Intelligence

Lenore S & Bernard a Greenberg Fund

EIN 95-4300830 • Beverly Hills, CA

Refreshing map…

1009 N Roxbury DriveBeverly Hills, CA 90210
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

2nd percentile

-252%

Higher net margin than 2% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

6th percentile

-31%

Faster asset growth than 6% of similar nonprofits.

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

Revenue Growth

96th percentile

403%

Faster revenue growth than 96% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$4,420,816

Down $1,975,052 (-31%) from 2023

Liabilities

Up

$1

Up $1 from 2023

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin2nd percentile

Revenue

Up

$783,195

Up $627,531 (+403%) from 2023

Expenses

Up

$2,758,247

Up $2,244,386 (+437%) from 2023

Net Income

Down

-$1,975,052

Down $1,616,855 (-451%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth6th percentile

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

$10M$5.0M$0Assets 2011: $1,312,595Liabilities 2011: $4,2182011Assets 2012: $2,502,287Liabilities 2012: $11,2192012Assets 2013: $2,253,791Liabilities 2013: $102013Assets 2014: $3,269,887Liabilities 2014: $160Net Assets 2014: $3,269,7272014Assets 2015: $2,755,253Liabilities 2015: $1602015Assets 2019: $8,674,336Liabilities 2019: $852019Assets 2020: $8,261,189Liabilities 2020: $85Net Assets 2020: $8,261,1042020Assets 2021: $7,394,175Liabilities 2021: $85Net Assets 2021: $7,394,0902021Assets 2022: $6,754,065Liabilities 2022: $0Net Assets 2022: $6,754,0652022Assets 2023: $6,395,868Liabilities 2023: $0Net Assets 2023: $6,395,8682023Assets 2024: $4,420,816Liabilities 2024: $12024

Highlighted filing

2024

Assets$4,420,816
Liabilities$1
Net Assets-
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $201,177Expenses 2011: $4,799Net Income 2011: $196,3782011Revenue 2012: $1,376,782Expenses 2012: $194,091Net Income 2012: $1,182,6912012Revenue 2013: $1,261Expenses 2013: $238,548Net Income 2013: -$237,2872013Revenue 2014: $1,774,466Expenses 2014: $758,520Net Income 2014: $1,015,9462014Revenue 2015: -$12,389Expenses 2015: $533,745Net Income 2015: -$546,1342015Revenue 2019: $550,497Expenses 2019: $1,551,959Net Income 2019: -$1,001,4622019Revenue 2020: $703,907Expenses 2020: $1,117,054Net Income 2020: -$413,1472020Revenue 2021: $977,103Expenses 2021: $1,844,117Net Income 2021: -$867,0142021Revenue 2022: $734,143Expenses 2022: $1,374,168Net Income 2022: -$640,0252022Revenue 2023: $155,664Expenses 2023: $513,861Net Income 2023: -$358,1972023Revenue 2024: $783,195Expenses 2024: $2,758,247Net Income 2024: -$1,975,0522024

Highlighted filing

2024

Revenue$783,195
Expenses$2,758,247
Net Income-$1,975,052
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$4,420,816
Liabilities
$1
Net assets
-
Revenue
$783,195
Expenses
$2,758,247
Net income
-$1,975,052
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$4.42$0.00$0.78$2.76$1.98
2023Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.16$0.51$0.36
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.75$0.00$6.75$0.73$1.37$0.64
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.39$0.00$7.39$0.98$1.84$0.87
2020Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$0.70$1.12$0.41
2019Summary only. Only limited summary data is available for this year.$8.67$0.00$0.55$1.55$1.00
2015Summary only. Only limited summary data is available for this year.$2.76$0.00$0.01$0.53$0.55
2014Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$1.77$0.76$1.02
2013Summary only. Only limited summary data is available for this year.$2.25$0.00$0.00$0.24$0.24
2012Summary only. Only limited summary data is available for this year.$2.50$0.01$1.38$0.19$1.18
2011Summary only. Only limited summary data is available for this year.$1.31$0.00$0.20$0.00$0.20
Latest Detailed Filing

The latest 2024 filing currently has summary financial data only. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
May 1, 2022 to Apr 30, 2023
Signed
Aug 24, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BERNARD A GREENBERG TRUSTEEDirectorPT$0--
LENORE S GREENBERG TRUSTEEDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Lenore S & Bernard a Greenberg Fund
EIN
95-4300830
Phone
3102764349
Address
1009 N ROXBURY DRIVE, BEVERLY HILLS, CA 90210

Signing Officer

Name
Bernard a Greenberg
Title
Director
Signed
2023-08-24
Discuss with paid preparer
Yes

Preparer

Firm
WongHolland LLP
Address
4919 Topanga Canyon Boulevard, Woodland Hills, CA 91364
Preparer
Patricia Thompson
Phone
8189995273
Raw XML Appendix397 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.

Path#Value
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LENORE S GREENBERG TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT OF THEATRICAL PRESENTATIONS AT THE MUSIC CENTER IN LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT OF MUSICAL PRESENTATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROVIDING CRITICALSUPPORT TO THE LOS ANGELES PUBLIC LIBRARY SUPPORTING FREE PROGRAMS AND RESOURCES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT COMMISSIONS OF NEW COMPOSITIONS AND GENERAL SUPPORT OF ORCHESTRA.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4To support and mobilize resources to fight hunger in the community. To fulfill their mission to source and acquire food and other products and distribute to people in need through charitable agencies or directly through programs; - Energize the community to get involved and support hunger relief; - Conduct hunger education and awareness campaigns and advocate for public policies that alleviate hunger.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO SUPPORT APPRECIATION OF CONTEMPORARY VISUAL ARTS IN SOUTHERN CALIFORNIA BY SUPPORTING ARTISTS, EXHIBITIONS, EDUCATIONAL PROGRAMS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SUPPORT OF PLANNEDPARENTHOODS'CLINICAL SERVICES AND HEALTHINFORMATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7CONTRIBUTION IN SUPPORT OF art and ideas to illuminate our lives and build a more just world.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Support mission to transform lives and communities through creating, teaching, and presenting the arts.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9SUPPORT OF MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10SUPPORT OF MEDICAL RESEARCH FOR THE UCLA CANCER CENTER'S SARCOMA PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11Enable artists and inquisitive audiences to engage with one another around adventurous programming in the intimate setting of Ojai and reach out beyond the Festival and the Ojai community throughout the year to connect with a broader audience.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12MISSION IS TO LEAD POSITIVE SYSTEMATIC CHANGE THAT STRENGTHENS LOS ANGELES COMMUNITIES. IT ENVISIONS A FUTURE WHERE ALL ANGELENOS HAVE THE OPPORTUNTY TO CONTRIBUTE TO THE PRODUCTIVITY, HEALTH AND WELL BEING OF OUR REGION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13SEEKS TO DEFEND & PRESERVE THE INDIVIDUAL RIGHTS & LIBERTIES THAT THE CONSTITUTION AND LAWS OF THE UNITED STATES GURANTEE EVERYONE IN THIS COUNTRY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14To support a nonprofit, independent healthcare organization, is committed to: Leadership and excellence in delivering quality healthcare services; Expanding the horizons of medical knowledge through biomedical research; Educating and training physicians and other healthcare professionals; Striving to improve the health status of our community.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15Support mission to transform lives and communities through creating, teaching, and presenting the arts.
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