Civic Intelligence

William Lion Penzner Foundation

EIN 33-0840613 • Santa Barbara, CA

P O Box 4337Santa Barbara, CA 93140
Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

27th percentile

0.00x

Higher debt load relative to revenue than 27% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Net Margin

57th percentile

9.7%

Higher net margin than 57% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$96,000

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 14.9% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

39th percentile

0.7%

Faster asset growth than 39% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

38%

Faster revenue growth than 75% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$9,361,658

Up $63,317 (+0.7%) from 2023

Liabilities

Up

$1,300

Up $1,300 from 2023

Net Assets

Up

$9,360,358

Up $62,017 (+0.7%) from 2023

Operations
Liabilities / Revenue27th percentileNet Margin57th percentile

Revenue

Up

$642,226

Up $177,226 (+38%) from 2023

Expenses

Up

$580,209

Up $26,859 (+4.9%) from 2023

Net Income

Up

$62,017

Up $150,367 (+170%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$15M$10M$5.0M$0Assets 2011: $10,837,752Liabilities 2011: $2,677Net Assets 2011: $10,835,0752011Assets 2012: $10,292,102Liabilities 2012: $0Net Assets 2012: $10,292,1022012Assets 2013: $9,161,610Liabilities 2013: $0Net Assets 2013: $9,161,6102013Assets 2014: $10,394,556Liabilities 2014: $0Net Assets 2014: $10,394,5562014Assets 2015: $9,560,299Liabilities 2015: $0Net Assets 2015: $9,560,2992015Assets 2017: $9,564,676Liabilities 2017: $5,945Net Assets 2017: $9,558,7312017Assets 2018: $8,414,018Liabilities 2018: $0Net Assets 2018: $8,414,0182018Assets 2019: $8,271,985Liabilities 2019: $804Net Assets 2019: $8,271,1812019Assets 2020: $9,363,069Liabilities 2020: $804Net Assets 2020: $9,362,2652020Assets 2021: $9,352,227Liabilities 2021: $804Net Assets 2021: $9,351,4232021Assets 2022: $9,387,495Liabilities 2022: $804Net Assets 2022: $9,386,6912022Assets 2023: $9,298,341Liabilities 2023: $0Net Assets 2023: $9,298,3412023Assets 2024: $9,361,658Liabilities 2024: $1,300Net Assets 2024: $9,360,3582024

Highlighted filing

2024

Assets$9,361,658
Liabilities$1,300
Net Assets$9,360,358
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $676,9802011Expenses 2012: $542,9732012Revenue 2013: $0Expenses 2013: $757,235Net Income 2013: -$757,2352013Revenue 2014: $638,949Expenses 2014: $756,295Net Income 2014: -$117,3462014Revenue 2015: $582,501Expenses 2015: $526,227Net Income 2015: $56,2742015Revenue 2017: $612,144Expenses 2017: $611,137Net Income 2017: $1,0072017Revenue 2018: $719,205Expenses 2018: $608,981Net Income 2018: $110,2242018Revenue 2019: $369,468Expenses 2019: $512,305Net Income 2019: -$142,8372019Revenue 2020: $300,247Expenses 2020: $465,100Net Income 2020: -$164,8532020Revenue 2021: $564,692Expenses 2021: $575,534Net Income 2021: -$10,8422021Revenue 2022: $638,539Expenses 2022: $603,271Net Income 2022: $35,2682022Revenue 2023: $465,000Expenses 2023: $553,350Net Income 2023: -$88,3502023Revenue 2024: $642,226Expenses 2024: $580,209Net Income 2024: $62,0172024

Highlighted filing

2024

Revenue$642,226
Expenses$580,209
Net Income$62,017
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,361,658
Liabilities
$1,300
Net assets
$9,360,358
Revenue
$642,226
Expenses
$580,209
Net income
$62,017
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.36$0.00$9.36$0.64$0.58$0.06
2023Detailed filing. Detailed filing data is available for this year.$9.30$0.00$9.30$0.47$0.55$0.09
2022Detailed filing. Detailed filing data is available for this year.$9.39$0.00$9.39$0.64$0.60$0.04
2021Detailed filing. Detailed filing data is available for this year.$9.35$0.00$9.35$0.56$0.58$0.01
2020Detailed filing. Detailed filing data is available for this year.$9.36$0.00$9.36$0.30$0.47$0.16
2019Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$0.37$0.51$0.14
2018Detailed filing. Detailed filing data is available for this year.$8.41$0.00$8.41$0.72$0.61$0.11
2017Detailed filing. Detailed filing data is available for this year.$9.56$0.01$9.56$0.61$0.61$0.00
2015Detailed filing. Detailed filing data is available for this year.$9.56$0.00$9.56$0.58$0.53$0.06
2014Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.64$0.76$0.12
2013Detailed filing. Detailed filing data is available for this year.$9.16$0.00$9.16$0.00$0.76$0.76
2012Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.54
2011Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.68
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 18, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHNATHIN A IVERSONTreasurerFT$96,000-$96,000
DYANNE C IVERSONPresidentFT$96,000-$96,000
CORDELL K IVERSONBoard ChairmanPT$50,656-$50,656
CORDELL IVERSON JRSecretaryPT$50,656-$50,656
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMARY AND KEITH HUDSON MINISTRIES (ARISE)WOMEN'S MENTAL HEALTH AND WELL-BEING501(C)(3)SANTA BARBARA, CA, US$57,726
Paid GrantUNIVERSITY OF CA - SAN FRANCISCO FOUNDATIONDEMENTIA RESEARCH501(C)(3)SAN FRANCISCO, CA, US$50,000
Paid GrantALZHEIMERS ASSOCIATIONMENTAL HEALTHASSISTING THE POOR AROUND THE WORLD501(C)(3)SANTA BARBARA, CA, US$40,000
Paid GrantUNIVERSITY OF CA - IRVINEPSYCHIATRIC RESEARCH501(C)(3)IRVINE, CA, US$35,000
Paid GrantRONA BARRETT FOUNDATIONASSISTING SENIORS IN NEED501(C)(3)SOLVANG, CA, US$25,000
Paid GrantAMERICAN HEART ASSOCIATIONHEART HEALTH501(C)(3)LOS ANGELES, CA, US$13,200
Paid GrantFIREWORK FOUNDATIONMENTAL HEALTH501(C)(3)ENCINO, CA, US$10,000
Paid GrantTURNER FOUNDATIONPROVIDING HOUSING IN COMMUNITY501(C)(3)SANTA BARBARA, CA, US$1,300
Filing and Contact Details

Filer

Filer Name
William Lion Penzner Foundation
EIN
33-0840613
Phone
8056950970
Address
P O BOX 4337, SANTA BARBARA, CA 93140

Signing Officer

Name
Dyanne C Iverson
Title
President
Phone
8056950970
Signed
2025-02-18
Discuss with paid preparer
Yes

Preparer

Firm
Nasif Hicks Harris & Co Llp
Address
104 WEST ANAPAMU ST STE B, SANTA BARBARA, CA 93101
Preparer
Joan K Green
Phone
8059661521
Raw XML Appendix399 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/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE WILLIAM LION PENZNER FOUNDATION WAS ORIGINALLY ESTABLISHED TO PROVIDE PRIVATE DONATIONS FOR PSYCHIATRIC RESEARCH. THE FOUNDATION WAS FUNDED WITH MONIES USED TO PURCHASE A NUMBER OF ANNUITIES. THE INCOME EARNED BY THE ANNUITIES WAS INTENDED TO PROVIDE THE FUNDS NECESSARY TO CARRY OUT THE ORIGINAL PURPOSE OF THE FOUNDATION. IN 2020 THE ANNUITIES WERE CONVERTED OVER TO BROKERAGE ACCOUNTS AND DIFFERENT ANNUITIES. THE ORIGINAL INTENDED PURPOSES OF THE FOUNDATION REMAIN THE SAME HOWEVER.ONLY THE DISTRIBUTIONS ARE REPORTED AS INCOME.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MENTAL HEALTHASSISTING THE POOR AROUND THE WORLD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2WOMEN'S MENTAL HEALTH AND WELL-BEING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3ASSISTING SENIORS IN NEED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PROVIDING HOUSING IN COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PSYCHIATRIC RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6DEMENTIA RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7HEART HEALTH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FIREWORK FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MARY AND KEITH HUDSON MINISTRIES (ARISE)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3RONA BARRETT FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4TURNER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5UNIVERSITY OF CA - IRVINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6UNIVERSITY OF CA - SAN FRANCISCO FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7AMERICAN HEART ASSOCIATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01528 CHAPALA ST SUITE 204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt115821 VENTURA BLVD SUITE 370
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3650 ALAMO PINTADO RD STE 303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4524 W CANON PERDIDO STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5UC IRVINE - DEPARTMENT OF PSYCHIATR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6UCSF BOX 0248
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7816 FIGUEROA ST SUITE 200
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt042
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TaxesSchedule/TaxesDetail/Amt025496
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TaxesSchedule/TaxesDetail/Amt2100
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1IRS (2024 ESTIMATES)
TaxesSchedule/TaxesDetail/CategoryTxt2DEPARTMENT OF JUSTICE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt015297
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt14064
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt2100
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DYANNE C IVERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08056950970
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM LION PENZNER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0330840613
ReturnHeader/Filer/PhoneNum08056950970
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 4337
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093140
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770181453
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NASIF HICKS HARRIS & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0104 WEST ANAPAMU ST STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093101
ReturnHeader/PreparerPersonGrp/PhoneNum08059661521
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOAN K GREEN
ReturnHeader/ReturnTs02025-02-26T17:03:29-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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