PEPPERWOOD FOUNDATION (EIN 010817571) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

ZACHARY WINTER

Phone

7075919310

Tax Period

2024-07-01 to 2025-06-30

PEPPERWOOD FOUNDATION, founded in 2004, is a community nonprofit in the Environment sector that reported $3.6M in total revenue in fiscal year 2024. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $4.2M exceeded revenue, resulting in a 16% operating deficit.

Mission

PEPPERWOOD FOUNDATION'S ("PEPPERWOOD") MISSION IS TO INSPIRE CONSERVATION THROUGH SCIENCE. WE PROVIDE UNIQUE PUBLIC ENGAGEMENT OPPORTUNITIES FOR FAMILIES, VOLUNTEERS, STUDENTS AND SCIENTISTS TO PROMOTE OUR MISSION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,841,456

Program Service Revenue $22,902

Investment Income $404,369

Other Revenue $328,864

TOTAL REVENUE $3,597,591

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,411,449

Fundraising Expenses $395,100

Program Expenses $3,290,150

Other Expenses $1,768,978

TOTAL EXPENSES $4,180,427

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,597,591	$5,265,566	-0.3%
Expenses	$4,180,427	$4,580,897	-0.1%
Net Income	$-582,836	$684,669	-1.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

522

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$290,509

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HERBERT M DWIGHT JR	CO-FOUNDER & CHAIRMAN	1.00	Officer Director	$0	$0	$0
WILLIAM DWIGHT	TREASURER	0.50	Officer Director	$0	$0	$0
ANGELICA GARCIA	DIRECTOR	0.50	Director	$0	$0	$0
DAVID WEBER	DIRECTOR, START XXX	0.50	Director	$0	$0	$0
JULIANNA GRAHAM	DIRECTOR	0.50	Director	$0	$0	$0
JULIE KAWAHARA	DIRECTOR	0.50	Director	$0	$0	$0
LISA CARRENO	DIRECTOR	0.50	Director	$0	$0	$0
LOREZ BAILEY	DIRECTOR	0.50	Director	$0	$0	$0
MARK DWIGHT	DIRECTOR	0.50	Director	$0	$0	$0
PAUL DOWNEY	DIRECTOR	0.50	Director	$0	$0	$0
ROB DAS	DIRECTOR	0.50	Director	$0	$0	$0
ROGER NELSON	DIRECTOR	0.50	Director	$0	$0	$0
SHANNON BENNETT	DIRECTOR	0.50	Director	$0	$0	$0
MARGARET BOEGER	EXECUTIVE DIRECTOR	40.00	Officer	$136,213	$21,209	$157,422
ZACHARY WINTER	CHIEF OPERATIONS OFFICER	40.00	Officer	$126,666	$6,421	$133,087
SLOANE CHINN	MANAGER OF PHILANTHROPIC GIVING	40.00	Highest	$106,429	$15,210	$121,639
RYAN FERRELL	SENTINEL SITE MANAGER	40.00	Highest	$103,489	$13,313	$116,802

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$3,597,591	$4,180,427	$36,047,083	$-582,836
2024	$5,265,566	$4,580,897	$35,606,985	$684,669
2023	$2,864,863	$3,978,051	$33,228,180	$-1,113,188
2022	$3,304,335	$3,772,105	$33,524,621	$-467,770
2021	$6,712,115	$2,984,572	$35,495,018	$3,727,543
2020	$7,523,837	$2,798,202	$29,393,535	$4,725,635
2019	$2,452,782	$3,194,672	$24,268,670	$-741,890
2018	$4,998,715	$2,837,263	$24,787,533	$2,161,452

PEPPERWOOD FOUNDATION