Civic Intelligence

Richard and Patricia Penske Foundation

EIN 23-2858131 • Bath, PA

5963 Nor Bath BlvdBath, PA 18014
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

11th percentile

-116%

Higher net margin than 11% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

39th percentile

-11%

Faster asset growth than 39% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

26th percentile

-31%

Faster revenue growth than 26% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$65,411

Down $6,572 (-9.1%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin11th percentile

Revenue

Up

$8,691

Up $5,465 (+169%) from 2022

Expenses

Up

$15,144

Up $7,601 (+101%) from 2022

Net Income

Down

-$6,453

Down $2,136 (-49%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$150K$100K$50K$0Assets 2011: $120,221Liabilities 2011: $0Net Assets 2011: $120,2212011Assets 2012: $117,063Liabilities 2012: $0Net Assets 2012: $117,0632012Assets 2013: $114,208Liabilities 2013: $0Net Assets 2013: $114,2082013Assets 2014: $110,202Liabilities 2014: $0Net Assets 2014: $110,2022014Assets 2015: $101,486Liabilities 2015: $0Net Assets 2015: $101,4862015Assets 2016: $98,810Liabilities 2016: $0Net Assets 2016: $98,8102016Assets 2017: $93,239Liabilities 2017: $0Net Assets 2017: $93,2392017Assets 2018: $86,994Liabilities 2018: $0Net Assets 2018: $86,9942018Assets 2019: $84,751Liabilities 2019: $0Net Assets 2019: $84,7512019Assets 2020: $79,899Liabilities 2020: $0Net Assets 2020: $79,8992020Assets 2021: $76,354Liabilities 2021: $12021Assets 2022: $71,983Liabilities 2022: $0Net Assets 2022: $71,9832022Assets 2023: $65,411Liabilities 2023: $12023

Highlighted filing

2023

Assets$65,411
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth26th percentile

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

$30K$20K$10K$0-$10KExpenses 2011: $21,4762011Expenses 2012: $10,6312012Revenue 2013: $5,359Expenses 2013: $8,214Net Income 2013: -$2,8552013Revenue 2014: $7,054Expenses 2014: $11,060Net Income 2014: -$4,0062014Revenue 2015: $5,298Expenses 2015: $14,014Net Income 2015: -$8,7162015Revenue 2016: $3,558Expenses 2016: $6,234Net Income 2016: -$2,6762016Revenue 2017: $2,275Expenses 2017: $7,790Net Income 2017: -$5,5152017Revenue 2018: $3,798Expenses 2018: $10,043Net Income 2018: -$6,2452018Revenue 2019: $2,373Expenses 2019: $4,616Net Income 2019: -$2,2432019Revenue 2020: $3,124Expenses 2020: $7,976Net Income 2020: -$4,8522020Revenue 2021: $5,152Expenses 2021: $8,673Net Income 2021: -$3,5212021Revenue 2022: $3,226Expenses 2022: $7,543Net Income 2022: -$4,3172022Revenue 2023: $8,691Expenses 2023: $15,144Net Income 2023: -$6,4532023

Highlighted filing

2023

Revenue$8,691
Expenses$15,144
Net Income-$6,453
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$65,411
Liabilities
$1
Net assets
-
Revenue
$8,691
Expenses
$15,144
Net income
-$6,453
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.65$0.00$0.09$0.15$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.03$0.08$0.04
2021Summary only. Only limited summary data is available for this year.$0.76$0.00$0.05$0.09$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.03$0.08$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$0.02$0.05$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$0.04$0.10$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.02$0.08$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.04$0.06$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.05$0.14$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.07$0.11$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.05$0.08$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.21
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 31, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD H PENSKEPresident-$0--
PATRICIA L PENSKEVice President-$0--
CRISLYN A SHEELERTreasurer-$0--
VICTORIA L AITCHISONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Richard and Patricia Penske Foundation
EIN
23-2858131
Phone
6108689682
Address
5963 NOR BATH BLVD, BATH, PA 18014

Signing Officer

Name
Richard H Penske
Title
President
Phone
6108689682
Signed
2023-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
1525 VALLEY CENTER PARKWAY STE 300, BETHLEHEM, PA 18017-2285
Preparer
Andrew V Desiderio CPA
Phone
6104335501
Raw XML Appendix290 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07170
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNITED WAY OF THE GREATER LEHIGH VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01110 AMERICAN PKWY SUITE F-120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ALLENTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd018109
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07170
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05056
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05056
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01693
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01981
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04191
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01492
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01492
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09979
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02114
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01693
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01981
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04191
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07170
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02114
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011471
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09357
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt054
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX PAYMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0373
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0373
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD H PENSKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06108689682
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD AND PATRICIA PENSKE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0232858131
ReturnHeader/Filer/PhoneNum06108689682
ReturnHeader/Filer/USAddress/AddressLine1Txt05963 NOR BATH BLVD
ReturnHeader/Filer/USAddress/CityNm0BATH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018014
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01525 VALLEY CENTER PARKWAY STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHLEHEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0180172285
ReturnHeader/PreparerPersonGrp/PhoneNum06104335501
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW V DESIDERIO CPA
ReturnHeader/ReturnTs02023-11-10T12:29:45-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PENSKE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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