Civic Intelligence

Pepper Tree Foundation

990EZ • Fiscal year 2019 • EIN 95-3674794

Nov 01, 2018 to Oct 31, 2019 • Filed on Mar 12, 2020

Refreshing map…

4045 Palos Verdes Drive NorthRolling Hills Estates, CA 90274-2522

(310) 377-1577

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

88th percentile

37%

Higher net margin than 88% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

92nd percentile

107%

Faster asset growth than 92% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

91st percentile

79%

Faster revenue growth than 91% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$48,356

Up $24,953 (+107%) from 2018

Net Assets

Up

$48,356

Up $24,953 (+107%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$66,804

Up $29,509 (+79%) from 2018

Expenses

Up

$41,851

Up $636 (+1.5%) from 2018

Net Income

Up

$24,953

Up $28,873 (+737%) from 2018

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: $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

2019

Assets$48,356
Liabilities$0
Net Assets$48,356

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 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

2019

Revenue$66,804
Expenses$41,851
Net Income$24,953
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Mar 12, 2020
Return Version
2018v3.1
Gross Receipts
$66,804
Mission and Program Overview

Mission

Sponsor special events & activities(public benefit)

Program Services

DescriptionGrantsExpenses
SPECIAL EVENTS & ACTIVITIES THAT BENEFIT THE CITIZENS OF SEVERAL COMMUNITIES ON THE PALOS VERDES PENINSULA AREA OF LOS ANGELES COUNTY.$0$28,792
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDITH MITCHELLPresident-$0--
VELVETH SCHMITZVice President-$0--
FRANK Z ZERUNYANDirector-$0--
STEVEN ZUCKERMANDirector-$0--
BRITT HUFFDirector-$0--
GREG GRAMMERCEO-$0--
MIKE WHITEHEADCFO-$0--
HEIDI LUCESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Pepper Tree Foundation
EIN
95-3674794
Phone
3103771577
Address
4045 PALOS VERDES DRIVE NORTH, ROLLING HILLS ESTATES, CA 90274-2522

Signing Officer

Name
Michael C Whitehead
Title
CFO
Phone
3103771577
Signed
2020-03-12
Discuss with paid preparer
Yes

Preparer

Firm
Rogers Anderson Malody & Scott Llp
Address
735 E CARNEGIE DRIVE SUITE 100, SAN BERNARDINO, CA 92408
Preparer
Scott Manno CPA
Phone
9098890871
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 484.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: contract services. Amount: 25,133. Description: office supplies. Amount: 15,653. Description: advertising. Amount: 1,065. Total to form 990-ez, line 16: 41,851.

Raw XML Appendix206 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MICHAEL C WHITEHEAD
IRS990EZ/BooksInCareOfDetail/PhoneNum03103771577
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04045 PALOS VERDES DRIVE NORTH
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROLLING HILLS ESTATES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0902742522
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023403
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt048356
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JUDITH MITCHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VELVETH SCHMITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FRANK Z ZERUNYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVEN ZUCKERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRITT HUFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GREG GRAMMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MIKE WHITEHEAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7HEIDI LUCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt041851
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SPONSOR SPECIAL EVENTS & ACTIVITIES(PUBLIC BENEFIT)
IRS990EZ/ProgramServiceRevenueAmt015225
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPECIAL EVENTS & ACTIVITIES THAT BENEFIT THE CITIZENS OF SEVERAL COMMUNITIES ON THE PALOS VERDES PENINSULA AREA OF LOS ANGELES COUNTY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028792
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt041851
IRS990EZ/TotalProgramServiceExpensesAmt028792
IRS990EZ/TotalRevenueAmt066804
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CI.ROLLING-HILLS-ESTATES.CA.US
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt051095
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt019087
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016219
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt024141
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014974
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0125516
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0484
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0952
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt015225
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt017925
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt014664
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt012986
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt014262
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt075062
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0484
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0283
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0119
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt066
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0952
IRS990ScheduleA/InvestmentIncomeCYPct00.00470
IRS990ScheduleA/InvestmentIncomePYPct00.00270
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98140
IRS990ScheduleA/PublicSupportPY509Pct00.98130
IRS990ScheduleA/PublicSupportTotal509Amt0197778
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt02800
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt02800
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt02800
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt02800
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt037127
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt029236
IRS990ScheduleA/Total509Grp/TotalAmt0200578
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt066804
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt029236
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0201530
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 484.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONTRACT SERVICES. AMOUNT: 25,133. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 15,653. DESCRIPTION: ADVERTISING. AMOUNT: 1,065. TOTAL TO FORM 990-EZ, LINE 16: 41,851.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL C WHITEHEAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum03103771577
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEPPER TREE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PEPP
ReturnHeader/Filer/EIN0953674794
ReturnHeader/Filer/PhoneNum03103771577
ReturnHeader/Filer/USAddress/AddressLine1Txt04045 PALOS VERDES DRIVE NORTH
ReturnHeader/Filer/USAddress/CityNm0ROLLING HILLS ESTATES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0902742522
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AD7783B3108713E8A8A88AE1A69E01B7806A9401
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.227.38.201
ReturnHeader/FilingSecurityInformation/IPDt02020-03-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm018:29:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952662063
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROGERS ANDERSON MALODY & SCOTT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0735 E CARNEGIE DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN BERNARDINO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092408
ReturnHeader/PreparerPersonGrp/PhoneNum09098890871
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT MANNO CPA
ReturnHeader/ReturnTs02020-03-23T19:47:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-11-01
ReturnHeader/TaxPeriodEndDt02019-10-31
ReturnHeader/TaxYr02018

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
2019Detailed filing. Detailed filing data is available for this year.$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
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