Civic Intelligence

William Lion Penzner Foundation

990PF • Fiscal year 2021 • EIN 33-0840613

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 21, 2022

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

25th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

26th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

22nd percentile

-1.9%

Higher net margin than 22% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$94,593

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 16.8% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

24th percentile

-0.1%

Faster asset growth than 24% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

81st percentile

88%

Faster revenue growth than 81% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$9,352,227

Down $10,842 (-0.1%) from 2020

Net Assets

Down

$9,351,423

Down $10,842 (-0.1%) from 2020

Liabilities

Flat

$804

Flat from 2020

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin22nd percentile

Revenue

Up

$564,692

Up $264,445 (+88%) from 2020

Expenses

Up

$575,534

Up $110,434 (+24%) from 2020

Net Income

Up

-$10,842

Up $154,011 (+93%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2021

Assets$9,352,227
Liabilities$804
Net Assets$9,351,423
Open 2021 Filing

Operations Trend

Revenue Growth81st 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

2021

Revenue$564,692
Expenses$575,534
Net Income-$10,842
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 21, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CORDELL K IVERSONTreasurerFT$94,593-$94,593
DYANNE C IVERSONPresidentFT$94,593-$94,593
JOHNATHIN A IVERSONSecretaryFT$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
Dyanne C Iverson
Title
President
Phone
8056950970
Signed
2022-09-21
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 Appendix328 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, BUT THE ORIGINAL INTENDED PURPOSES OF THE FOUNDATION REMAIN THE SAME.
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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/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192697
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0290900
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/AppliedToCurrentYearAmt0171144
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0291933
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0469683
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0463077
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0298539
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0291933
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SUPPLIES, POSTAGE, REIMBURSEMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0223
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0445
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12400
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0264692
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1300000
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NATIONAL FINANCIAL SERVICES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ASSETMARK
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0264692
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1300000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0264692
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1300000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0804
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO OFFICER
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0804
TaxesSchedule/TaxesDetail/Amt018348
TaxesSchedule/TaxesDetail/Amt14200
TaxesSchedule/TaxesDetail/Amt25341
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAX (2021)
TaxesSchedule/TaxesDetail/CategoryTxt1IRS (2021 ESTIMATES)
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAX (2020)
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt011009
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt14200
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt23205
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
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/SignatureDt02022-09-21
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/ReturnTs02022-09-23T14:45:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DYANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0IVERSON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,352,227
Liabilities
$804
Net assets
$9,351,423
Revenue
$564,692
Expenses
$575,534
Net income
-$10,842
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
Peer Organizations

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