Civic Intelligence

Ann Peppers Foundation

990PF • Fiscal year 2021 • EIN 95-2114455

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 13, 2022

Organization Profile
625 Fair Oaks Avenue 360South Pasadena, CA 91030

(626) 441-5188

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.02x

Higher debt load relative to assets than 32% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

71st percentile

0.54x

Higher debt load relative to revenue than 71% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

3rd percentile

-85%

Higher net margin than 3% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

21st percentile

$18,000

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

71st percentile

17%

Faster asset growth than 71% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-52%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$47,005,180

Up $6,879,394 (+17%) from 2020

Net Assets

Up

$46,194,280

Up $6,343,930 (+16%) from 2020

Liabilities

Up

$810,900

Up $535,464 (+194%) from 2020

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin3rd percentile

Revenue

Down

$1,491,371

Down $1,614,979 (-52%) from 2020

Expenses

Up

$2,756,338

Up $1,040,338 (+61%) from 2020

Net Income

Down

-$1,264,967

Down $2,655,317 (-191%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$60M$40M$20M$0Assets 2011: $13,100,607Liabilities 2011: $02011Assets 2012: $20,127,855Liabilities 2012: $536,9542012Assets 2013: $23,500,726Liabilities 2013: $351,9882013Assets 2014: $24,305,314Liabilities 2014: $312,5012014Assets 2015: $29,262,156Liabilities 2015: $596,1712015Assets 2019: $35,958,693Liabilities 2019: $474,157Net Assets 2019: $35,484,5362019Assets 2020: $40,125,786Liabilities 2020: $275,436Net Assets 2020: $39,850,3502020Assets 2021: $47,005,180Liabilities 2021: $810,900Net Assets 2021: $46,194,2802021Assets 2022: $36,334,717Liabilities 2022: $654,731Net Assets 2022: $35,679,9862022Assets 2023: $42,771,908Liabilities 2023: $726,410Net Assets 2023: $42,045,4982023Assets 2024: $50,779,024Liabilities 2024: $690,776Net Assets 2024: $50,088,2482024

Highlighted filing

2021

Assets$47,005,180
Liabilities$810,900
Net Assets$46,194,280
Open 2021 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $826,267Expenses 2011: $879,589Net Income 2011: -$53,3222011Revenue 2012: $5,888,855Expenses 2012: $1,055,521Net Income 2012: $4,833,3342012Revenue 2013: $1,260,709Expenses 2013: $1,251,575Net Income 2013: $9,1342013Revenue 2014: $1,186,155Expenses 2014: $1,316,318Net Income 2014: -$130,1632014Revenue 2015: $8,421,587Expenses 2015: $1,783,564Net Income 2015: $6,638,0232015Revenue 2019: $985,948Expenses 2019: $1,668,552Net Income 2019: -$682,6042019Revenue 2020: $3,106,350Expenses 2020: $1,716,000Net Income 2020: $1,390,3502020Revenue 2021: $1,491,371Expenses 2021: $2,756,338Net Income 2021: -$1,264,9672021Revenue 2022: $1,629,993Expenses 2022: $2,272,851Net Income 2022: -$642,8582022Revenue 2023: $2,792,667Expenses 2023: $2,509,760Net Income 2023: $282,9072023Revenue 2024: $7,574,816Expenses 2024: $2,276,454Net Income 2024: $5,298,3622024

Highlighted filing

2021

Revenue$1,491,371
Expenses$2,756,338
Net Income-$1,264,967
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 13, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP A SWANPresident/Director-$18,000-$18,000
JENNIFER F DEVOLLVice President/Director-$18,000-$18,000
LAWAYNE WILLIAMSTreasurer/Director-$18,000-$18,000
MARY J MACHADO SCHAMMELAudit Chair/Director-$18,000-$18,000
PEGINE E GRAYSONSecretary/Executive Director-$0--
Filing and Contact Details

Filer

Filer Name
Ann Peppers Foundation
EIN
95-2114455
Phone
6264415188
Address
625 FAIR OAKS AVENUE 360, SOUTH PASADENA, CA 91030

Signing Officer

Name
Channing L Grigsby
Title
Secretary
Phone
6264415188
Signed
2022-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Green Hasson & Janks Llp
Address
700 SOUTH FLOWER STREET SUITE 3300, LOS ANGELES, CA 90017
Preparer
Lizbeth G Nevarez
Phone
3108731600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0102 UNITS OLD DOMINION FGHT LINES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1103 UNITS OTTER TAIL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21045 UNITS PAYPAL HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31054 UNITS AMPHENOL CORP NEW CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4106 UNITS DIGITAL TURBINE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5111 UNITS RLI CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm611190.63 UNITS PIMCO FDS INCOM FD INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71122 UNITS NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81126 UNITS KEYSIGHT TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9113 UNITS PROGRESS SOFTWARE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10113 UNITS PING IDENTITY HLDG CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11119 UNITS SIMPSON MANUFACTURING CO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1219 UNITS FAIR ISAAC & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131230 UNITS UNITED RENTALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141248 UNITS THERMO FISHER SCIENTIFIC INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151265 UNITS AMERICAN TOWER CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16127 UNITS CONTINENTAL RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1713 UNITS FACTSET RESH SYS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18130 UNITS EAST WEST BANCORP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19132 UNITS PORTLAND GEN ELEC CO COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm201386 UNITS ACCENTURE PLC IRELAND SHS CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2113862 UNITS APPLE COMPUTER INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2214 UNITS HELEN OF TROY CORP LTD COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23144 UNITS MALIBU BOATS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm241473 UNITS TEXAS INSTRS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm251490 UNITS SPDR SERIES TRUST S&P BIOTECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm261507 UNITS AMERICAN WTR WKS CO INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27151 UNITS MONARCH CASINO & RESORT INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28152 UNITS COPRAT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29162 UNITS PENNYMAC MTG INVT TR COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm301663 UNITS MARSH & MCLENNAN COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31172 UNITS BOOT BARN HLDGS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3217458 UNITS VANGUARD EMERGING MARKET EQUITY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm331750 UNITS IQVIA HLDGS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm341761 UNITS ISHARES MSCI EAFE INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35180 UNITS SYNOVUS FINL CORP COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3618194.11 UNITS DOUBLELINE FDS TR TTL RTN BD I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37187 UNITS LYFT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38192 UNITS OLLIES BARGAIN OUTLT HLDGS I COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39192 UNITS RETAIL OPPORTUNITY INVTS COR COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm401941 UNITS JOHNSON & JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm411958 UNITS DANAHER CORP DEL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm422019 UNITS PEPSICO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm432019 UNITS AIRBNB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44207 UNITS GRACO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4521 UNITS RENAISSANCERE HLDGS LTD COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm462164 UNITS MIDCAP SPDR TR UNIT SER 1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm472166 UNITS ELEVANCE HEALTH INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm482166 UNITS BERKSHIRE HATHAWAY INC DEL CL B NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm492166 UNITS EOG RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50222 UNITS GENTEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm512343 UNITS HONEYWELL INTL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm522357 UNITS VALERO ENERGY CORP NEW COM

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Filings

Displayed year

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

Open filing
Assets
$47,005,180
Liabilities
$810,900
Net assets
$46,194,280
Revenue
$1,491,371
Expenses
$2,756,338
Net income
-$1,264,967
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$50.8$0.69$50.1$7.57$2.28$5.30
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.8$0.73$42.0$2.79$2.51$0.28
2022Detailed filing. Detailed filing data is available for this year.$36.3$0.65$35.7$1.63$2.27$0.64
2021Detailed filing. Detailed filing data is available for this year.$47.0$0.81$46.2$1.49$2.76$1.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.1$0.28$39.9$3.11$1.72$1.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.0$0.47$35.5$0.99$1.67$0.68
2015Summary only. Only limited summary data is available for this year.$29.3$0.60$8.42$1.78$6.64
2014Summary only. Only limited summary data is available for this year.$24.3$0.31$1.19$1.32$0.13
2013Summary only. Only limited summary data is available for this year.$23.5$0.35$1.26$1.25$0.01
2012Summary only. Only limited summary data is available for this year.$20.1$0.54$5.89$1.06$4.83
2011Summary only. Only limited summary data is available for this year.$13.1$0.00$0.83$0.88$0.05