Civic Intelligence

William Lion Penzner Foundation

990PF • Fiscal year 2012 • EIN 33-0840613

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 15, 2013

2408 Sierra Heights Dr89134
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2012 filings • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

88th percentile

$100,000

Higher top officer pay than 88% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Source year 2012

Asset Growth

16th percentile

-5.0%

Faster asset growth than 16% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$10,292,102

Down $545,650 (-5.0%) from 2011

Net Assets

Down

$10,292,102

Down $542,973 (-5.0%) from 2011

Liabilities

Down

$0

Down $2,677 (-100%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$542,973

Down $134,007 (-20%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2012

Assets$10,292,102
Liabilities$0
Net Assets$10,292,102

Operations Trend

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

2012

Revenue-
Expenses$542,973
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 15, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BEVERLY JANE IVERSONPresidentFT$100,000-$100,000
CORDELL K IVERSONTreasurerFT$95,000-$95,000
DYANNE C IVERSONSecretaryPT$50,000-$50,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-PSYCHIATRY RESEARCH501(C)(3)IRVINE, CA, US$205,000
Filing and Contact Details

Filer

EIN
33-0840613
Raw XML Appendix245 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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AccountingFeesSchedule/AccountingFees/Amount03545
AccountingFeesSchedule/AccountingFees/Category0PHIL'S BOOKKEEPING & TAX SERVICE LLC
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
DepreciationSchedule/Depreciation/ComputationMethod091
DepreciationSchedule/Depreciation/CostOrOtherBasis03183
DepreciationSchedule/Depreciation/CurrentYearExpense0477
DepreciationSchedule/Depreciation/DateAcquired02012-03-26
DepreciationSchedule/Depreciation/DescriptionOfProperty0COMPUTER
DepreciationSchedule/Depreciation/Life05.0000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss03545
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IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss0477
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-542973
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IRS990PF/ChangesInNetAssetsFundBalances/Subtotal010292102
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY010835075
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IRS990PF/DistributableAmount/DistributableAmountBeforeDed0506372
IRS990PF/DistributableAmount/MinimumInvestmentReturn0506372
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear04223
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment04223
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment04223
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments04223
IRS990PF/ExemptPF0X
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IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets010281668
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances01152886
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities09128782
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0154225
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0506372
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets010127443
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition020.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition140.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition240.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation050000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation195000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation2100000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DYANNE C IVERSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1CORDELL K IVERSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2BEVERLY JANE IVERSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Treasurer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10390 ORTEGA RIDGE RD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11390 ORTEGA RIDGE RD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine122408 SIERRA HEIGHTS DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MONTECITO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1MONTECITO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2LAS VEGAS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2NV
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode093108
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode193108
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode289134
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0true
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0205000
IRS990PF/QualifyingDistributions/ExpensesAndContributions0205000
IRS990PF/QualifyingDistributions/QualifyingDistributions0205000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NV
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0205000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PSYCHIATRY RESEARCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0UNIVERSITY OF CA - IRVINE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0UNRELATED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10DEPARTMENT OF PSYCHIATRY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0IRVINE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode092697
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0205000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0205000
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0506372
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10350000
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0301372
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY0301372
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear048628
IRS990PF/UndistributedIncome/ExcessFromYear1048628
IRS990PF/UndistributedIncome/QualifyingDistributions0205000
IRS990PF/UndistributedIncome/TotalCorpus048628
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0350000
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LandEtcSchedule2/LandEtc/AccumulatedDepreciation015755
LandEtcSchedule2/LandEtc/BookValue05072
LandEtcSchedule2/LandEtc/CategoryOrItem0Machinery and Equipment
LandEtcSchedule2/LandEtc/CostOrOtherBasis020827
LandEtcSchedule2/LandEtc/EOYFMV05072
OtherExpensesSchedule/OtherExpenses/Description0TELEPHONE
OtherExpensesSchedule/OtherExpenses/Description1SUPPLIES
OtherExpensesSchedule/OtherExpenses/Description2STORAGE
OtherExpensesSchedule/OtherExpenses/Description3POSTAGE
OtherExpensesSchedule/OtherExpenses/Description4EMPLOYEE HEALTH INSURANCE
OtherExpensesSchedule/OtherExpenses/Description5DUES AND SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpenses/Description6BANK CHARGES
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks02250
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks18235
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks21037
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks3176
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks440648
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks550
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks690
TaxesSchedule/Taxes/Amount014000
TaxesSchedule/Taxes/Amount11070
TaxesSchedule/Taxes/Amount220354
TaxesSchedule/Taxes/Amount310
TaxesSchedule/Taxes/Amount4527
TaxesSchedule/Taxes/Category0US TREASURY
TaxesSchedule/Taxes/Category1US TREASURY
TaxesSchedule/Taxes/Category2PAYROLL TAXES
TaxesSchedule/Taxes/Category3FTB
TaxesSchedule/Taxes/Category4EDD
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0330840613
ReturnHeader/Filer/Name/BusinessNameLine10WILLIAM LION PENZNER FOUNDATION
ReturnHeader/Filer/NameControl0WILL
ReturnHeader/Filer/Phone08052801233
ReturnHeader/Filer/USAddress/AddressLine102408 SIERRA HEIGHTS DR
ReturnHeader/Filer/USAddress/City0LAS VEGAS
ReturnHeader/Filer/USAddress/State0NV
ReturnHeader/Filer/USAddress/ZIPCode089134
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-15
ReturnHeader/Officer/Name0CORDELL K IVERSON
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Hocking Denton Palmquist
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO Box 5339
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Santa Barbara
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0931505339
ReturnHeader/Preparer/Name0MATTHEW D DAWSON CPA
ReturnHeader/Preparer/Phone08059695081
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-15T16:50:01-08:00

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