Civic Intelligence

William Lion Penzner Foundation

990PF • Fiscal year 2018 • EIN 33-0840613

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 24, 2019

Organization Profile
P O Box 4337Santa Barbara, CA 93140

(805) 695-0970

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

48th percentile

$94,593

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 13.2% of source-year revenue.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

8th percentile

-12%

Faster asset growth than 8% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

72nd percentile

17%

Faster revenue growth than 72% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$8,414,018

Down $1,150,658 (-12%) from 2017

Net Assets

Down

$8,414,018

Down $1,144,713 (-12%) from 2017

Liabilities

Down

$0

Down $5,945 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin70th percentile

Revenue

Up

$719,205

Up $107,061 (+17%) from 2017

Expenses

Down

$608,981

Down $2,156 (-0.4%) from 2017

Net Income

Up

$110,224

Up $109,217 (+10846%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

2018

Assets$8,414,018
Liabilities$0
Net Assets$8,414,018
Open 2018 Filing

Operations Trend

Revenue Growth72nd percentile

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

2018

Revenue$719,205
Expenses$608,981
Net Income$110,224
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 24, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CORDELL K IVERSONTreasurerFT$94,593-$94,593
BEVERLY JANE IVERSONPresidentFT$86,967-$86,967
DYANNE C IVERSONSecretaryPT$50,656-$50,656
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
Cordell K Iverson
Title
Treasurer
Phone
8056950970
Signed
2019-04-24
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 Appendix349 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
AccountingFeesSchedule/AccountingFeesDetail/Amt06873
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PAYROLL AND INCOME TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt04124
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART III, LINE 5
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0AN ADJUSTMENT TO NET ASSETS IN THE AMOUNT OF $1,254,937 FOR THE TRANSAMERICA LIFE ANNUITY POLICY NUMBER 56506785 IS REQUIRED BECAUSE THE FOUNDATION LEARNED DURING 2018 THAT THE ANNUITY DOES NOT BELONG TO THE WILLIAM LION PENZNER FOUNDATION (THE 'FOUNDATION). ACCORDING TO TRANSAMERICA, THE ANNUITY IS OWNED BY BEVERLY JANE IVERSON. THE MISUNDERSTANDING WAS DUE TO A PREVIOUS CPA'S ERRONEOUS INCLUSION OF THIS ANNUITY BEGINNING IN THE FOUNDATION'S 2014 EXEMPT TAX RETURNS.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt08221550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0TRANSAMERICA LIFE ANNUITY TAR57027
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt07555145
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt025
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/RelatedOrExemptFunctionIncmAmt0719180
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt025
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0719180
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0719205
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04124
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06873
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0139330
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0232216
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0318000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0318000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0110224
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0719180
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02191
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06777
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0719180
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0719205
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt020468
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt034114
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt09120
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt011001
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0493233
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0608981
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0719180
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0719205
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0175233
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0290981
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0110224
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01254937
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09668955
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09558731
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08414018
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0383521
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0383521
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0383521
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0390713
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07192
IRS990PF/DistributableAmountGrp/TotalTaxAmt07192
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06120
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07192
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07192
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07192
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01072
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06120
IRS990PF/FMVAssetsEOYAmt07747613
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt09558731
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt08414018
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt088189
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0186523
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0186523
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt020827
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt020827
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt09476487
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt08221550
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt07555145
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt05945
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt05945
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYFMVAmt05945
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09564676
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08414018
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07747613
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt05945
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09564676
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08414018
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09558731
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08414018
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07933263
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0137356
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07795907
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0118999
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0390713
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07814264
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07933263
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt086967
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt194593
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt250656
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BEVERLY JANE IVERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CORDELL K IVERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DYANNE C IVERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02408 SIERRA HEIGHTS DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1390 ORTEGA RIDGE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2390 ORTEGA RIDGE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LAS VEGAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MONTECITO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MONTECITO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd089134
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd193108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd293108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0329731
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0336923
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0483347
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0477282
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0391519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0419174
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0420000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.042196
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.046136
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.039971
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.039071
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.038077
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt07192
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt07814264
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt010127772
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt010345058
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt09794975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt010728644
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt011030242
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0493233
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.210980
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0486041
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0493233
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt07192
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0493233
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt07
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.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0390 ORTEGA RIDGE ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MONTECITO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd093108
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DYANNE C IVERSON
IRS990PF/StatementsRegardingActyGrp/PhoneNum08052801233
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0318000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PSYCHIATRIC RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF CA - IRVINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0UC IRVINE - DEPARTMENT OF PSYCHIATR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0IRVINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092697
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0318000
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/AppliedToCurrentYearAmt0174053
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0319180
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0383521
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0493233
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0209468
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0319180
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01254937
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PPA - REMOVE ANNUITY #56506785, DOESN'T BELONG TO THE FOUNDATION (STMT 8)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SUPPLIES, POSTAGE, REIMBURSEMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02191
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03652
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2525
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0719180
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt125
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ANNUITY WITHDRAWALS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1INTEREST - INTERNAL REVENUE SERVICE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0719180
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0719180
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt125
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt05945
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO OFFICER
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
TaxesSchedule/TaxesDetail/Amt04711
TaxesSchedule/TaxesDetail/Amt175
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/Amt385
TaxesSchedule/TaxesDetail/Amt46120
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1REGISTRY OF CHARITABLE TRUSTS (2017)
TaxesSchedule/TaxesDetail/CategoryTxt2FRANCHISE TAX BOARD (2017)
TaxesSchedule/TaxesDetail/CategoryTxt3IRS (2017)
TaxesSchedule/TaxesDetail/CategoryTxt4IRS (2018)
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt02830
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt175
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt210
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt385
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt46120
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt40
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CORDELL K IVERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08056950970
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-24
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0335B445B8914C7778B8E65CA434988E2437FF870
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0335B445B8914C7778B8E65CA434988E2437FF870
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.71.230.113
ReturnHeader/FilingSecurityInformation/IPDt02019-04-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm016:35:15
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/ReturnTs02019-05-10T16:30:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,414,018
Liabilities
$0
Net assets
$8,414,018
Revenue
$719,205
Expenses
$608,981
Net income
$110,224
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