Civic Intelligence

William Lion Penzner Foundation

990PF • Fiscal year 2020 • EIN 33-0840613

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 14, 2021

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

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

26th percentile

0.00x

Higher debt load relative to revenue than 26% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

12th percentile

-55%

Higher net margin than 12% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$94,593

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 31.5% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

24th percentile

-19%

Faster revenue growth than 24% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$9,363,069

Up $1,091,084 (+13%) from 2019

Net Assets

Up

$9,362,265

Up $1,091,084 (+13%) from 2019

Liabilities

Flat

$804

Flat from 2019

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin12th percentile

Revenue

Down

$300,247

Down $69,221 (-19%) from 2019

Expenses

Down

$465,100

Down $47,205 (-9.2%) from 2019

Net Income

Down

-$164,853

Down $22,016 (-15%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2020

Assets$9,363,069
Liabilities$804
Net Assets$9,362,265
Open 2020 Filing

Operations Trend

Revenue Growth24th 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

2020

Revenue$300,247
Expenses$465,100
Net Income-$164,853
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 14, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CORDELL K IVERSONTreasurerFT$94,593-$94,593
DYANNE C IVERSONPresidentFT$79,947-$79,947
JOHNATHIN A IVERSONSecretaryFT$33,771-$33,771
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
2021-11-14
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 Appendix370 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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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0EXPLANATION OF UNUSUAL CIRCUMSTANCES OCCURING IN 2020
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE FOUNDATION OWNED TWO SEPARATE ANNUITIES WITH TRANSAMERICA. THE BENEFICIARY OF EACH ANNUITY WAS BEVERLY IVERSON. MRS. IVERSON SERVED AS THE PRESIDENT OF THE BOARD FOUNDATION SINCE THE INCEPTION OF THE FOUNDATION. MRS. IVERSON PASSED AWAY ON APRIL 19, 2020. AS A CONSEQUENCE OF HER PASSING, THE ANNUITY PAID THE FOUNDATION THE DEATH BENEFIT FOR EACH OF THE ANNUITIES.THE PAYMENTS FROM THE TWO ANNUITIES WERE AS FOLLOWS: 1) TRANSAMERICA LIFE INSURANCE COMPANY #TAR0057027 $7,510,886 2) TRANSAMERICA LIFE INSURANCE COMPANY #56506785 $2,079,083THE RECEIPTS FROM THE TWO ANNUITIES WERE SUBSEQUENTLY INVESTED BY THE FOUNDATION IN THREE SEPARATE INVESTMENTS, TWO OF WHICH ARE ANNUITIES, AS FOLLOWS: 1) MIDLAND ANNUITY #8500775090 - AMOUNT INVESTED WAS: $3,000,000 2) F&G ANNUITY #L9379381 - AMOUNT INVESTED WAS: $1,000,000 THE REMAINING AMOUNT WAS INVESTED IN A SECURITIES ACCOUNT WITH US GUIDEMARK #3861451 - AMOUNT INVESTED WAS: $5,000,000CONSEQUENTLY, THE SUBSTANCE OF THE ABOVE-MENTIONED TRANSACTIONS IS THAT THE DEATH BENEFITS PAID TO THE FOUNDATION WERE ESSENTIALLY 'ROLLED OVER' TO NEW INVESTMENTS WITH THE PURPOSE OF CONTINUING THE FUNDING OF THE ACTIVTIES OF THE FOUNDATION AS SET FORTH IN THE BY-LAWS. AS A RESULT, NO GAIN OR LOSS IS BEING REPORTED IN 2020 THE DEATH BENEFIT PROCEEDS WERE REPORTED ON A FORM 1099-R, THE GROSS AMOUNT RECEIVED HAS BEEN INCLUDED IN ON PAGE 1, PART I, LINE 6B, BUT NOT INCLUDED AS INVESTMENT INCOME UNDER PART I, COLUMN (B).
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MONTECITO
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt092014
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RELIGIOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PSYCHIATRIC RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ARISE INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF CA - IRVINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt014706 PIONEER BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1UC IRVINE - DEPARTMENT OF PSYCHIATR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NORWALK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1IRVINE
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0192014
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/AppliedToCurrentYearAmt0163972
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0192014
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0455905
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0355986
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0291933
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0192014
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SUPPLIES, POSTAGE, REIMBURSEMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0477
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1840
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0795
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11400
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0265505
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ANNUITY WITHDRAWALS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0265505
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0265505
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01255937
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ANNUITY FOUND AFTER DEATH OF THE BENEFICIARY ON APRIL 19, 2020-SEE FOOTNOTE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0804
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO OFFICER
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0804
TaxesSchedule/TaxesDetail/Amt018154
TaxesSchedule/TaxesDetail/Amt175
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/Amt3216
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1REGISTRY OF CHARITABLE TRUSTS (2019)
TaxesSchedule/TaxesDetail/CategoryTxt2FRANCHISE TAX BOARD (2019)
TaxesSchedule/TaxesDetail/CategoryTxt3IRS (2020 ESTIMATES)
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010892
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt175
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt210
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt3216
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt30
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DYANNE C IVERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08056950970
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-14
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/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/ReturnTs02021-11-15T16:17:32-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DYANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0IVERSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,363,069
Liabilities
$804
Net assets
$9,362,265
Revenue
$300,247
Expenses
$465,100
Net income
-$164,853
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