Civic Intelligence

Pennington Research Association Incorporated

990EZ • Fiscal year 2016 • EIN 31-1810938

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 12, 2019

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

63rd percentile

9.1%

Higher net margin than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$34,669

Up $1,204 (+3.6%) from 2011

Net Assets

Up

$36,669

Up $3,204 (+9.6%) from 2011

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin63rd percentile

Revenue

Down

$4,531

Down $975 (-18%) from 2011

Expenses

Up

$4,119

Up $231 (+5.9%) from 2011

Net Income

Down

$412

Down $1,206 (-75%) from 2011

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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 2016: $34,669Net Assets 2016: $36,6692016Assets 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

2016

Assets$34,669
Liabilities-
Net Assets$36,669
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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 2016: $4,531Expenses 2016: $4,119Net Income 2016: $4122016Revenue 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

2016

Revenue$4,531
Expenses$4,119
Net Income$412
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 12, 2019
Return Version
2016v3.0
Gross Receipts
$4,531
Mission and Program Overview

Mission

Provide heritage data to charible organzations.

Research

Program Services

DescriptionGrantsExpenses
Aided research libraries--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
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
2019-06-12
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

“research $1820”

Other Expenses.2

“pra $575”

Other Expenses.3

“tax preparation $306”

Other Expenses.4

“flowers $133”

Other Expenses.5

“bank $30”

Other Expenses.6

“tax refunds $-30”

Other Expenses.7

“paypal $-94”

Other Assets.1

“- Beginning $34256 - Ending $34669”

Raw XML Appendix125 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Olive Branch
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MS
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd038654
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IRS990EZ/ExcessOrDeficitForYearAmt0412
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034256
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034668
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034256
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036669
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Larry Pennington
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CFO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt034256
IRS990EZ/OtherAssetsTotalDetail/EOYAmt034669
IRS990EZ/OtherExpensesTotalAmt04119
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Research
IRS990EZ/ProgramServiceRevenueAmt04527
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Aided research libraries
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04119
IRS990EZ/TotalRevenueAmt04531
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/ExplanationTxt1research $1820
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2pra $575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3tax preparation $306
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4flowers $133
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5bank $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6tax refunds $-30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7paypal $-94
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8- Beginning $34256 - Ending $34669
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 Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Larry Pennington
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-12
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
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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/ReturnTs02019-06-12T14:57:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,669
Liabilities
-
Net assets
$36,669
Revenue
$4,531
Expenses
$4,119
Net income
$412
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
2016Detailed filing. Detailed filing data is available for this year.$34.7$36.7$4.53$4.12$0.41
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