Civic Intelligence

Shannon and Andrew S Penson Foundation

990PF • Fiscal year 2020 • EIN 13-4226290

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 04, 2021

Organization Profile
551 Fifth Avenue 34th FloorNew York, NY 10176

(212) 692-5400

Siviq Scores

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

Liabilities / Assets

80th percentile

0.00x

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

2020 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

75th percentile

0.00x

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

2020 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2020

Net Margin

55th percentile

27%

Higher net margin than 55% of similar nonprofits.

2020 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

89th percentile

$30,639

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2020 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2020

Asset Growth

89th percentile

37%

Faster asset growth than 89% of similar nonprofits.

2020 filings • NTEE T22 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

77th percentile

87%

Faster revenue growth than 77% of similar nonprofits.

2020 filings • NTEE T22 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$6,145,426

Up $1,655,118 (+37%) from 2019

Net Assets

$6,145,426

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin55th percentile

Revenue

Up

$6,036,356

Up $2,813,556 (+87%) from 2019

Expenses

Down

$4,387,060

Down $519,427 (-11%) from 2019

Net Income

Up

$1,649,296

Up $3,332,983 (+198%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$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

2020

Assets$6,145,426
Liabilities$0
Net Assets$6,145,426
Open 2020 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$6,036,356
Expenses$4,387,060
Net Income$1,649,296
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 4, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CITIBANK N AAgent, As Req'D-$30,639-$30,639
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
2021-11-04
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 Appendix311 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CITIBANK N A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE, AS REQ'D
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE, AS REQ'D
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2AGENT, AS REQ'D
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0551 FIFTH AVENUE 34TH FL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2ONE COURT SQUARE 19TH FL
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0178889
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0178889
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04552714
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02954336
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02526421
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02975805
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02364581
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02364581
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt017199444
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04190168
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04552714
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02954336
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02526421
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02975805
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04369057
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04190168
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt019564025
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015373857
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/TotalContributionsAmt06000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE/TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherIncomeSchedule2/OtherIncomeDetail/Desc0RETURN OF PY GRANTS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt023400
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05822
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MUTUAL FUND TIMING DIFFERENCE
TaxesSchedule/TaxesDetail/Amt01273
TaxesSchedule/TaxesDetail/Amt11410
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0-
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02126925400
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-04
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/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/PreparationDt02021-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE MCGUIRE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-12T13:00:20-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,145,426
Liabilities
$0
Net assets
$6,145,426
Revenue
$6,036,356
Expenses
$4,387,060
Net income
$1,649,296
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.00$0.17$0.80$0.74$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.00$0.10$0.02$0.72$0.70
2022Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$1.83$3.65$1.83
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.00$2.60$0.63$4.17$3.54
2020Detailed filing. Detailed filing data is available for this year.$6.15$0.00$6.15$6.04$4.39$1.65
2019Summary only. Only limited summary data is available for this year.$4.49$0.00$3.22$4.91$1.68
2015Summary only. Only limited summary data is available for this year.$4.62$0.00$6.16$2.48$3.69
2014Summary only. Only limited summary data is available for this year.$0.87$0.00$0.14$2.22$2.08
2013Summary only. Only limited summary data is available for this year.$2.86$0.00$3.25$3.98$0.73
2012Summary only. Only limited summary data is available for this year.$3.59$0.00$2.60$2.93$0.33
2011Summary only. Only limited summary data is available for this year.$3.92$0.00$5.66$1.93$3.73