Civic Intelligence

Ann Peppers Foundation

990PF • Fiscal year 2023 • EIN 95-2114455

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 23, 2024

Organization Profile
177 E Colorado Blvd 800Pasadena, CA 91105

(626) 441-5188

Siviq Scores

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

Liabilities / Assets

30th percentile

0.02x

Higher debt load relative to assets than 30% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

53rd percentile

0.26x

Higher debt load relative to revenue than 53% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

63rd percentile

10%

Higher net margin than 63% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

21st percentile

$18,000

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

79th percentile

18%

Faster asset growth than 79% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

71%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$42,771,908

Up $6,437,191 (+18%) from 2022

Net Assets

Up

$42,045,498

Up $6,365,512 (+18%) from 2022

Liabilities

Up

$726,410

Up $71,679 (+11%) from 2022

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin63rd percentile

Revenue

Up

$2,792,667

Up $1,162,674 (+71%) from 2022

Expenses

Up

$2,509,760

Up $236,909 (+10%) from 2022

Net Income

Up

$282,907

Up $925,765 (+144%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2023

Assets$42,771,908
Liabilities$726,410
Net Assets$42,045,498
Open 2023 Filing

Operations Trend

Revenue Growth88th 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

2023

Revenue$2,792,667
Expenses$2,509,760
Net Income$282,907
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 23, 2024
Return Version
2023v5.1
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 GRAYSONSecretary/Executive Director-$0--
Filing and Contact Details

Filer

Filer Name
Ann Peppers Foundation
EIN
95-2114455
Phone
6264415188
Address
177 E COLORADO BLVD 800, PASADENA, CA 91105

Signing Officer

Name
Pegine E Grayson
Title
Secretary/executive Director
Phone
6264415188
Signed
2024-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Green Hasson & Janks Llp
Address
700 S FLOWER STREET SUITE 3300, LOS ANGELES, CA 90017
Preparer
Lizbeth G Nevarez
Phone
3108731600
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111431 UNITS APPLE COMPUTER INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24176 UNITS NVIDIA CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm314074 UNITS ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm410847 UNITS AMAZON COM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54050 UNITS VISA INC COM CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62712 UNITS META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75492 UNITS J P MORGAN CHASE & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81905 UNITS ELEVANCE HEALTH INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9351 UNITS CHIPOTLE MEXICAN GRILL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101694 UNITS LINDE PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111905 UNITS BERKSHIRE HATHAWAY INC DEL CL B NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127003 UNITS TJX COS INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131081 UNITS UNITED RENTALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141098 UNITS THERMO FISHER SCIENTIFIC INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm154274 UNITS BLACKSTONE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm162180 EATON CORP PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm172060 UNITS HONEYWELL INTL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm183548 UNITS NESTLE S A SPONSORED ADR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20532 UNITS ASML HOLDING N V N Y REGISTRY SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21360 UNITS BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm221716 UNITS DANAHER CORP DEL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23553 UNITS SERVICENOW INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24652 UNITS ADOBE SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm255235 UNITS FORTIVE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm264497 UNITS RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm271528 UNITS IQVIA HLDGS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28949 UNITS ACCENTURE PLC IRELAND SHS CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm292969 UNITS ABBOTT LABS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm302128 UNITS CHEVRON CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm311253 UNITS TESLA MTRS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm321768 UNITS PEPSICO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33652 UNITS S&P GLOBAL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm341459 UNITS MARSH & MCLENNAN COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm353004 UNITS DISNEY WALT CO COM DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm361819 UNITS ADVANCED MICRO DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm372060 UNITS VALERO ENERGY CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm381699 UNITS JOHNSON & JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39378 UNITS COSTCO WHSL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm401570 UNITS PNC FINL SVCS GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm411768 UNITS AIRBNB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42978 UNITS NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm431905 UNITS EOG RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44360 UNITS INTUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45802 UNITS SALESFORCE COM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm464958 UNITS VANGUARD EMERGING MARKET EQUITY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm472094 UNITS PHILIP MORRIS INTL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48875 UNITS CME GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49565 UNITS MOTOROLA SOLUTIONS INC COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm501322 UNITS AMERICAN WTR WKS CO INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm511304 UNITS SUN COMMUNITIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm528736 UNITS KINDER MORGAN INC DEL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53824 UNITS LAUDER ESTEE COS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm541304 UNITS SPDR SERIES TRUST S&P BIOTECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm551548 UNITS BOSTON PROPERTIES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56103 UNITS O REILLY AUTOMOTIVE INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57910 UNITS AMPHENOL CORP NEW CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58416 UNITS AMERICAN TOWER CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59376 UNITS ISHARES RUSSELL 2000 VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6050 UNITS MONOLITHIC PWR SYS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61594 UNITS COPART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62164 UNITS BUILDERS FIRSTSOURCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63124 UNITS SIMPSON MANUFACTURING CO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6483 UNITS RBC BEARINGS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65263 UNITS SPDR SERIES TRUST S&P BIOTECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6655 UNITS OLD DOMINION FGHT LINES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67395 UNITS EAST WEST BANCORP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6853 UNITS WEST PHARMACEUTICAL SVSC INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69215 UNITS GRACO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7016 UNITS FAIR ISAAC & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7147 UNITS TOPBUILD CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7282 UNITS EAGLE MATERIALS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7336 UNITS TELEDYNE TECHNOLOGIES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7439 UNITS MONGODB INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75114 UNITS RLI CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76195 UNITS OLLIES BARGAIN OUTLT HLDGS I COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77114 UNITS ALEXANDRIA REAL ESTATE EQ IN COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78371 UNITS EQT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79371 UNITS BANCORP INC DEL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8065 UNITS STERIS PLC SHS USD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8163 UNITS CURTISS WRIGHT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82192 UNITS BROWN & BROWN INC COM

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,771,908
Liabilities
$726,410
Net assets
$42,045,498
Revenue
$2,792,667
Expenses
$2,509,760
Net income
$282,907
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
2023Detailed filing. Detailed filing data is available for this year.$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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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