Civic Intelligence

Pepper Tree Foundation

990EZ • Fiscal year 2013 • EIN 95-3674794

Nov 01, 2012 to Oct 31, 2013 • Filed on Mar 06, 2014

4045 Palos Verdes Drive North90274-2522
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

85th percentile

0.16x

Higher debt load relative to revenue than 85% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

63rd percentile

9.1%

Higher net margin than 63% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2012 to 2013

Revenue Growth

6th percentile

-60%

Faster revenue growth than 6% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Flat

$0

Flat from 2012

Net Assets

Up

-$1,505

Up $836 (+36%) from 2012

Liabilities

Down

$1,505

Down $836 (-36%) from 2012

Revenue

Down

$9,156

Down $13,835 (-60%) from 2012

Expenses

Up

$8,320

Up $5,712 (+219%) from 2012

Net Income

Down

$836

Down $19,547 (-96%) from 2012

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0-$50KAssets 2011: $0Liabilities 2011: $22,7242011Assets 2012: $0Liabilities 2012: $2,341Net Assets 2012: -$2,3412012Assets 2013: $0Liabilities 2013: $1,505Net Assets 2013: -$1,5052013Assets 2013: $1Liabilities 2013: $1,5052013Assets 2014: $20,682Liabilities 2014: $0Net Assets 2014: $20,6822014Assets 2015: $22,812Liabilities 2015: $0Net Assets 2015: $22,8122015Assets 2016: $28,968Liabilities 2016: $0Net Assets 2016: $28,9682016Assets 2017: $27,323Liabilities 2017: $0Net Assets 2017: $27,3232017Assets 2018: $23,403Liabilities 2018: $0Net Assets 2018: $23,4032018Assets 2019: $48,356Liabilities 2019: $0Net Assets 2019: $48,3562019Assets 2020: $46,527Liabilities 2020: $0Net Assets 2020: $46,5272020Assets 2021: $58,814Liabilities 2021: $0Net Assets 2021: $58,8142021Assets 2022: $62,279Liabilities 2022: $0Net Assets 2022: $62,2792022Assets 2023: $106,611Liabilities 2023: $02023Assets 2025: $96,654Liabilities 2025: $0Net Assets 2025: $96,6542025

Highlighted filing

2013

Assets$0
Liabilities$1,505
Net Assets-$1,505

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $48,168Expenses 2011: $39,331Net Income 2011: $8,8372011Revenue 2012: $22,991Expenses 2012: $2,608Net Income 2012: $20,3832012Revenue 2013: $9,156Expenses 2013: $8,320Net Income 2013: $8362013Revenue 2013: $9,156Expenses 2013: $8,320Net Income 2013: $8362013Revenue 2014: $23,566Expenses 2014: $1,379Net Income 2014: $22,1872014Revenue 2015: $6,024Expenses 2015: $3,892Net Income 2015: $2,1322015Revenue 2016: $16,214Expenses 2016: $10,058Net Income 2016: $6,1562016Revenue 2017: $31,002Expenses 2017: $32,647Net Income 2017: -$1,6452017Revenue 2018: $37,295Expenses 2018: $41,215Net Income 2018: -$3,9202018Revenue 2019: $66,804Expenses 2019: $41,851Net Income 2019: $24,9532019Revenue 2020: $23,883Expenses 2020: $25,962Net Income 2020: -$2,0792020Revenue 2021: $85,014Expenses 2021: $72,727Net Income 2021: $12,2872021Revenue 2022: $50,608Expenses 2022: $47,143Net Income 2022: $3,4652022Revenue 2023: $81,043Expenses 2023: $36,711Net Income 2023: $44,3322023Revenue 2025: $45,105Expenses 2025: $37,045Net Income 2025: $8,0602025

Highlighted filing

2013

Revenue$9,156
Expenses$8,320
Net Income$836
Jump To
Filing Snapshot
Filing Period
Nov 1, 2012 to Oct 31, 2013
Signed
Mar 6, 2014
Return Version
2012v2.1
Mission and Program Overview

Mission

Sponsor special events & activities (public benefit)

Filing and Contact Details

Filer

EIN
95-3674794
Raw XML Appendix203 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRpt00
IRS990EZ/AmountOfTaxImposedOnOrgMgr00
IRS990EZ/AmountOfTaxReimbursedByOrg00
IRS990EZ/ContributionsGiftsGrantsEtc015279
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear0836
IRS990EZ/FiledScheduleA01
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/FundraisingGrossIncome016874
IRS990EZ/GrossReceipts032568
IRS990EZ/InfoInScheduleOPartI0X
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IRS990EZ/MadeChangesToOrgnzngEtcDoc00
IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MethodOfAccountingOther0MODIFIED ACCRUAL
IRS990EZ/NetAssetsOrFundBalances/BOY0-2341
IRS990EZ/NetAssetsOrFundBalancesBOY0-2341
IRS990EZ/NetAssetsOrFundBalances/EOY0-1505
IRS990EZ/NetAssetsOrFundBalancesEOY0-1505
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition31.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition41.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition51.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition61.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition71.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0FRANK V ZERUNYAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1JUDITH MITCHELL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2HOPE NOLAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3STEVEN ZUCKERMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4SUSAN SEAMANS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5JOHN C ADDLEMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6MICHAEL C WHITEHEAD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7DOUGLAS R PRICHARD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6CFO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7CEO
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal08320
IRS990EZ/OtherRevenueTotal0415
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0SPONSOR SPECIAL EVENTS & ACTIVITIES(PUBLIC BENEFIT)
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0SPECIAL EVENTS & ACTIVITIES THAT BENEFIT THE CITIZENS OF SEVERAL COMMUNITIES ON THE PALOS VERDES PENINSULA AREA OF LOS ANGELES COUNTY.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses00
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses023412
IRS990EZ/SpecialEventsNetIncomeLoss0-6538
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY02341
IRS990EZ/SumOfTotalLiabilities/EOY01505
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine104045 PALOS VERDES N
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0ROLLING HILL ESTATE
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode0902742522
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10MIKCHAEL WHITEHEAD
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber03103771577
IRS990EZ/TotalAssets/BOY00
IRS990EZ/TotalAssets/EOY00
IRS990EZ/TotalExpenses08320
IRS990EZ/TotalProgramServiceExpenses00
IRS990EZ/TotalRevenue09156
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0WWW.CI.ROLLING-HILLS-ESTATES.CA.US
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear015279
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year024794
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years048167
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years034684
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years029500
IRS990ScheduleA/GiftsGrantsContribReceived509/Total0152424
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years0606
IRS990ScheduleA/GrossInvestmentIncome509/Total0606
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear016874
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year020132
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total037006
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years0606
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total0606
IRS990ScheduleA/InvestmentIncomePercentage00.00320
IRS990ScheduleA/PriorYearSupportPercentage00.98960
IRS990ScheduleA/PriorYrInvestIncomePercentage00.01040
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.99680
IRS990ScheduleA/PublicSupportTotal5090189430
IRS990ScheduleA/SupportFromDQPsEtc/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear032153
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year044926
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years048167
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years034684
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years029500
IRS990ScheduleA/Total509/Total0189430
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear032153
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year044926
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years048167
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years034684
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years030106
IRS990ScheduleA/TotalSupportTotal/Total0190036
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent104000
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent202000
IRS990ScheduleG/EventsInformation/CharitableContributionsTotal06000
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents023412
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent109450
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2013424
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal022874
IRS990ScheduleG/EventsInformation/GrossRevenueEvent105450
IRS990ScheduleG/EventsInformation/GrossRevenueEvent2011424
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents016874
IRS990ScheduleG/EventsInformation/NameOfEvent10TENNIS TOURNAMENT
IRS990ScheduleG/EventsInformation/NameOfEvent20CROSS COUNTRY RUN
IRS990ScheduleG/EventsInformation/NetIncomeSummary0-6538
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent1010563
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent2012849
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents023412
IRS990ScheduleO/GeneralExplanation/Explanation0DESCRIPTION: OTHER INCOME. AMOUNT: 415.
IRS990ScheduleO/GeneralExplanation/Explanation1DESCRIPTION: CONTRACT SERVICES. AMOUNT: 2,569. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 5,751. TOTAL TO FORM 990-EZ, LINE 16: 8,320.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: OTHER LIABILITIES. BEG. OF YEAR AMOUNT: 2,341. END OF YEAR AMOUNT: 1,505.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER REVENUE
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART II, LINE 26
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0953674794
ReturnHeader/Filer/Name/BusinessNameLine10PEPPER TREE FOUNDATION
ReturnHeader/Filer/NameControl0PEPP
ReturnHeader/Filer/Phone03103771577
ReturnHeader/Filer/USAddress/AddressLine104045 PALOS VERDES DRIVE NORTH
ReturnHeader/Filer/USAddress/City0ROLLING HILLS ESTATES
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0902742522
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02014-03-06
ReturnHeader/Officer/Name0MICHAEL C WHITEHEAD
ReturnHeader/Officer/Phone03103771577
ReturnHeader/Officer/Title0CFO
ReturnHeader/Preparer/DatePrepared02014-03-06
ReturnHeader/PreparerFirm/EIN0680300457
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MACIAS GINI & O'CONNELL LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102029 CENTURY PARK EAST STE 1500
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LOS ANGELES
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0900672935
ReturnHeader/Preparer/Name0JOEL BAUMBLATT
ReturnHeader/Preparer/Phone03102773373
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-11-01
ReturnHeader/TaxPeriodEndDate02013-10-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-03-10T13:35:00-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.45$0.37$0.08
2023Summary only. Only limited summary data is available for this year.$1.07$0.00$0.81$0.37$0.44
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.00$0.62$0.51$0.47$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.00$0.59$0.85$0.73$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.24$0.26$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.00$0.48$0.67$0.42$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.00$0.23$0.37$0.41$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.00$0.27$0.31$0.33$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.16$0.10$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.06$0.04$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.24$0.01$0.22
2013Summary only. Only limited summary data is available for this year.$0.00$0.02$0.09$0.08$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.02$0.02$0.09$0.08$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.02$0.02$0.23$0.03$0.20
2011Summary only. Only limited summary data is available for this year.$0.00$0.23$0.48$0.39$0.09