Civic Intelligence

Agt Penson Foundation Trust

EIN 13-4226290 • New York, NY

551 Fifth Avenue 34th FloorNew York, NY 10176
Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

<$500k nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

<$500k nonprofits • Source year 2023

Net Margin

2nd percentile

-4144%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

92nd percentile

$13,819

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

<$500k nonprofits • Source year 2022

Asset Growth

12th percentile

-87%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-99%

Faster revenue growth than 5% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$174,323

Up $73,076 (+72%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$174,323

Up $73,076 (+72%) from 2023

Revenue

Up

$803,487

Up $786,617 (+4663%) from 2023

Expenses

Up

$737,911

Up $21,903 (+3.1%) from 2023

Net Income

Up

$65,576

Up $764,714 (+109%) from 2023

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,916,237Liabilities 2011: $02011Assets 2012: $3,590,758Liabilities 2012: $02012Assets 2013: $2,859,515Liabilities 2013: $02013Assets 2014: $872,302Liabilities 2014: $02014Assets 2015: $4,624,387Liabilities 2015: $02015Assets 2019: $4,490,308Liabilities 2019: $02019Assets 2020: $6,145,426Liabilities 2020: $0Net Assets 2020: $6,145,4262020Assets 2021: $2,604,169Liabilities 2021: $0Net Assets 2021: $2,604,1692021Assets 2022: $775,614Liabilities 2022: $0Net Assets 2022: $775,6142022Assets 2023: $101,247Liabilities 2023: $0Net Assets 2023: $101,2472023Assets 2024: $174,323Liabilities 2024: $0Net Assets 2024: $174,3232024

Highlighted filing

2024

Assets$174,323
Liabilities$0
Net Assets$174,323

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $5,659,776Expenses 2011: $1,925,881Net Income 2011: $3,733,8952011Revenue 2012: $2,599,276Expenses 2012: $2,931,243Net Income 2012: -$331,9672012Revenue 2013: $3,250,783Expenses 2013: $3,984,026Net Income 2013: -$733,2432013Revenue 2014: $138,841Expenses 2014: $2,219,254Net Income 2014: -$2,080,4132014Revenue 2015: $6,160,459Expenses 2015: $2,475,174Net Income 2015: $3,685,2852015Revenue 2019: $3,222,800Expenses 2019: $4,906,487Net Income 2019: -$1,683,6872019Revenue 2020: $6,036,356Expenses 2020: $4,387,060Net Income 2020: $1,649,2962020Revenue 2021: $631,822Expenses 2021: $4,173,094Net Income 2021: -$3,541,2722021Revenue 2022: $1,827,565Expenses 2022: $3,652,972Net Income 2022: -$1,825,4072022Revenue 2023: $16,870Expenses 2023: $716,008Net Income 2023: -$699,1382023Revenue 2024: $803,487Expenses 2024: $737,911Net Income 2024: $65,5762024

Highlighted filing

2024

Revenue$803,487
Expenses$737,911
Net Income$65,576

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 7, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CITIBANK N AAgent-$13,819-$13,819
ANDREW S PENSONCo-Trustee, As Req'D-$0--
SHANNON S PENSONCo-Trustee, As Req'D-$0--
Filing and Contact Details

Filer

Filer Name
Agt Penson Foundation Trust
EIN
13-4226290
Phone
2126925400
Address
551 FIFTH AVENUE 34TH FLOOR, NEW YORK, NY 10176

Signing Officer

Name
-
Title
Trustee
Phone
2126925400
Signed
2023-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
Raw XML Appendix305 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/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt019118603
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03568423
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03852960
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04190170
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04552710
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02954340
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03641310
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03568423
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021645023
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018076600
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ANDREW AND SHANNON PENSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0551 FIFTH AVENUE 34TH FLOOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010176
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01800000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03149
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MUTUAL FUND TIMING ADJ
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE/TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherIncomeSchedule2/OtherIncomeDetail/Desc0RETURN OF PY GRANTS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt09700
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1580
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING ADJ
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04753
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMNT MNGMNT FEES (NON-DED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04753
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0-
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02126925400
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AGT PENSON FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SHAN
ReturnHeader/Filer/EIN0134226290
ReturnHeader/Filer/PhoneNum02126925400
ReturnHeader/Filer/USAddress/AddressLine1Txt0551 FIFTH AVENUE 34TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010176
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE MCGUIRE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-08-30T12:00:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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