Civic Intelligence

The William & Patricia Penn Private

EIN 99-3610132 • Sidney, IA

PO Box 192Sidney, IA 51652
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Assets

$4,739,738

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$4,739,738

No earlier filing loaded for comparison.

Revenue

$321,125

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$321,125

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2024: $4,739,738Liabilities 2024: $0Net Assets 2024: $4,739,7382024

Highlighted filing

2024

Assets$4,739,738
Liabilities$0
Net Assets$4,739,738

Operations Trend

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

$400K$300K$200K$100K$0Revenue 2024: $321,125Expenses 2024: $0Net Income 2024: $321,1252024

Highlighted filing

2024

Revenue$321,125
Expenses$0
Net Income$321,125

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.32$0.00$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 19, 2024 to Dec 31, 2024
Signed
Nov 26, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHRYN JOHNSONTreasurer/VI-$0--
DEREK LAHRPresident-$0--
ANGELA ETTLEMANDirector-$0--
KIMBERLY PAYNESecretary-$0--
SHANNON WEHLINGDirector-$0--
Filing and Contact Details

Filer

Filer Name
The William & Patricia Penn Private
EIN
99-3610132
Phone
7123106357
Address
PO BOX 192, SIDNEY, IA 51652

Signing Officer

Name
Kathryn Johnson
Title
Treasurer/vice Pres
Phone
7123106357
Signed
2025-11-26
Discuss with paid preparer
Yes

Preparer

Firm
New Era Tax & Accounting
Address
PO BOX 699, SIDNEY, IA 51652-0699
Preparer
Cooper Talich
Phone
7123029009
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ReturnHeader/TaxPeriodBeginDt02024-06-19
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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