Civic Intelligence

Pennington Research Association Incorporated

990EZ • Fiscal year 2017 • EIN 31-1810938

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 16, 2018

Organization ProfileN/A
950 Northgate DrSan Rafael, CA 94903

(415) 491-9500

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

91st percentile

49%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

46th percentile

0.0%

Faster asset growth than 46% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

48th percentile

0.0%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$36,868

Flat from 2016

Net Assets

Flat

$36,868

Flat from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

Flat

$4,474

Flat from 2016

Expenses

Flat

$2,275

Flat from 2016

Net Income

Flat

$2,199

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$40K$30K$20K$10K$0Assets 2010: $31,847Net Assets 2010: $31,8472010Assets 2011: $33,465Net Assets 2011: $33,4652011Assets 2016: $36,868Net Assets 2016: $36,8682016Assets 2017: $36,868Net Assets 2017: $36,8682017Assets 2018: $35,345Net Assets 2018: $35,3452018Assets 2019: $33,405Net Assets 2019: $33,4052019Assets 2020: $28,495Net Assets 2020: $28,4952020Assets 2021: $25,081Net Assets 2021: $25,0812021Assets 2022: $0Net Assets 2022: $02022

Highlighted filing

2017

Assets$36,868
Liabilities-
Net Assets$36,868
Open 2017 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30K$20K$10K$0-$10KRevenue 2010: $6,160Expenses 2010: $5,812Net Income 2010: $3482010Revenue 2011: $5,506Expenses 2011: $3,888Net Income 2011: $1,6182011Revenue 2016: $4,474Expenses 2016: $2,275Net Income 2016: $2,1992016Revenue 2017: $4,474Expenses 2017: $2,275Net Income 2017: $2,1992017Revenue 2018: $4,031Expenses 2018: $5,554Net Income 2018: -$1,5232018Revenue 2019: $4,176Expenses 2019: $6,116Net Income 2019: -$1,9402019Revenue 2020: $3,921Expenses 2020: $8,831Net Income 2020: -$4,9102020Revenue 2021: $218Expenses 2021: $3,632Net Income 2021: -$3,4142021Expenses 2022: $25,0802022

Highlighted filing

2017

Revenue$4,474
Expenses$2,275
Net Income$2,199
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 16, 2018
Return Version
2017v2.2
Gross Receipts
$4,474
Mission and Program Overview

Mission

Provide heritage data to charible organzations.

Program Services

DescriptionGrantsExpenses
Aided research libraries--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gene PenningtonChairman-$0--
Betsy Van AukerSecretary-$0--
Larry PenningtonCFO-$0--
Filing and Contact Details

Filer

Filer Name
Pennington Research Association
EIN
31-1810938
Phone
4154919500
Address
950 Northgate Dr, San Rafael, CA 94903

Signing Officer

Name
Larry Pennington
Title
CFO
Signed
2018-04-16
Discuss with paid preparer
Yes

Preparer

Firm
Law Offices of John E Lahart
Address
950 Northgate Dr 200, San Rafael, CA 94903-3430
Preparer
John E Lahart
Phone
4154919500
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $1379”

Other Expenses.1

“PRA $575”

Other Expenses.2

“Websites $215”

Other Expenses.3

“Bank $60”

Other Expenses.4

“Paypal $-94”

Other Assets.1

“- Beginning $34669 - Ending $36868”

Raw XML Appendix127 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Larry Pennington
IRS990EZ/BooksInCareOfDetail/PhoneNum04154919500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012916 Arbor Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Olive Branch
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MS
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd038654
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02199
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0140
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034669
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036868
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt04474
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034669
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036868
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034669
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036868
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Gene Pennington
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Betsy Van Auker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Larry Pennington
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CFO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt034669
IRS990EZ/OtherAssetsTotalDetail/EOYAmt036868
IRS990EZ/OtherExpensesTotalAmt02135
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide heritage data to charible organzations.
IRS990EZ/ProgramServiceRevenueAmt04470
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Aided research libraries
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02275
IRS990EZ/TotalRevenueAmt04474
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalSupportAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $1379
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRA $575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Websites $215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Paypal $-94
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5- Beginning $34669 - Ending $36868
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Larry Pennington
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pennington Research Association
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Incorporated
ReturnHeader/Filer/BusinessNameControlTxt0PENN
ReturnHeader/Filer/EIN0311810938
ReturnHeader/Filer/PhoneNum04154919500
ReturnHeader/Filer/USAddress/AddressLine1Txt0950 Northgate Dr
ReturnHeader/Filer/USAddress/CityNm0San Rafael
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094903
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942750177
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Law Offices of John E Lahart
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0950 Northgate Dr 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Rafael
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0949033430
ReturnHeader/PreparerPersonGrp/PhoneNum04154919500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John E Lahart
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-04-16T15:30:32-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,868
Liabilities
-
Net assets
$36,868
Revenue
$4,474
Expenses
$2,275
Net income
$2,199
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$25.1
2021Detailed filing. Detailed filing data is available for this year.$25.1$25.1$0.22$3.63$3.41
2020Detailed filing. Detailed filing data is available for this year.$28.5$28.5$3.92$8.83$4.91
2019Detailed filing. Detailed filing data is available for this year.$33.4$33.4$4.18$6.12$1.94
2018Detailed filing. Detailed filing data is available for this year.$35.3$35.3$4.03$5.55$1.52
2017Detailed filing. Detailed filing data is available for this year.$36.9$36.9$4.47$2.28$2.20
2016Detailed filing. Detailed filing data is available for this year.$36.9$36.9$4.47$2.28$2.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.5$33.5$5.51$3.89$1.62
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.8$31.8$6.16$5.81$0.35