2024-05-15T15:03:57-05:00 2023-06-30 954557617 Harrington Group CPAs LLP 2698 Mataro Street Pasadena CA 91107 990 2022-07-01 010817571 Pepperwood Foundation PEPP 7075919310 2130 Pepperwood Preserve Road Santa Rosa CA 95404 Zachary Winter Chief Operating Officer 7075919310 2024-05-15 1 Zachary Winter 999009999 1 Carlos A Davis CPA P02037008 6264036801 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Zachary Winter 2130 Pepperwood Preserve Road Santa Rosa CA 95404 3955489 0 X pepperwoodpreserve.org X 2005 CA Pepperwood's mission is to inspire conservation through science. 14 14 36 186 0 0 2769232 1958468 77880 289674 186401 167819 270822 448902 3304335 2864863 0 0 0 0 1807459 2255353 0 0 296940 1964646 1722698 3772105 3978051 -467770 -1113188 33524621 33228180 561799 311645 32962822 32916535 X 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. 0 0 1862248 289674 Research, Citizen Science, and Conservation: Pepperwood is a permanently protected 3,117 acre nature preserve located in Sonoma County. The preserve serves as a field site for cutting-edge university research and leads ground-based habitat and watershed restoration programs in concert with dedicated citizen scientists. We systematically monitor weather, water, and the health of local plant and animal populations and pursue on-site restoration aimed at increasing the health and resilience of the many species that call this region home. These applied research and conservation projects serve as learning models for land and water managers throughout the Bay Area and beyond. In 2016, our science programs were honored by inclusion in a new White House climate adaptation initiative and by a National Science Foundation biological field station award. 1204538 Environmental Education and Outreach: Pepperwood's 3,117 acre nature preserve serves over 10,000 visitors annually via a comprehensive environmental education program for adults, youth, and families in partnership with local school districts and the Santa Rosa Junior College. We ignite a passion for conservation at every educational level, teach our citizens how to better steward our wild lands, and inspire an increasingly diverse population to join the professional conservation community. We strengthen the eco-literacy of our community as a foundation for conservation action. In 2016, our elementary education program was awarded certification as an official Sonoma County "Upstream Investments" portfolio selection and we tripled the number of conservation science internships for Santa Rosa Junior College students. 3066786 1 1 0 0 0 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 34 0 1 36 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X The Organization 7075919310 2130 Pepperwood Preserve Road Santa Rosa CA 95404 Herbert M Dwight Jr President & Chairman 10.00 X X 0 0 0 Jane R Dwight Secretary 10.00 X X 0 0 0 Paul Downey Treasurer 5.00 X X 0 0 0 Lorez Bailey Director (Start 01/23) 2.00 X 0 0 0 Dr Shannon Bennett Director 2.00 X 0 0 0 Lisa Carrwno Director 2.00 X 0 0 0 Dr Frank Chong Director 2.00 X 0 0 0 Rob Das Director 2.00 X 0 0 0 Mark Dwight Director (Start 10/22) 2.00 X 0 0 0 William Dwight Director 2.00 X 0 0 0 Kate Ecker Director 2.00 X 0 0 0 Julianna Graham Director 2.00 X 0 0 0 Julie A Kawahara Director (Start 10/22) 2.00 X 0 0 0 Roger Nelson Director 2.00 X 0 0 0 Elisabeth Micheli PhD President & CEO 40.00 X 204566 0 19997 Dr Tosha Comendant Conservation Science Manag 40.00 X 120207 0 5231 Gwynne Corrigan Development Manager 40.00 X 104899 0 14943 Michael Gillogly Preserve Manager 40.00 X 112094 0 23765 541766 0 63936 4 0 1 0 Conlin Fence Company 11175 E Comstock Road Stockton CA 95215 Fencing services 269311 Mann Excavating Inc 8450 Starr Road Windsor CA 95492 Excavating services 114917 2 283279 570887 1104302 1958468 User and program fees 900099 289674 289674 289674 143531 143531 18674 0 18674 18674 18674 966979 942691 24288 24288 24288 147935 283279 147935 0 Ins. claim proceeds 524298 421086 421086 Miscellaneous income 900099 9142 9142 430228 2864863 289674 0 616721 X 228409 114205 91363 22841 1623781 1469474 33607 120700 48499 39923 4357 4219 210122 166899 24508 18715 144542 117775 16060 10707 2876 2876 25304 25304 463496 289815 169300 4381 1800 1800 179902 108404 65442 6056 42909 25367 10930 6612 58711 11648 47063 9130 6894 950 1286 595124 511807 29756 53561 105228 81608 17186 6434 Site develop. & main. 144560 75665 67072 1823 Bad debt 36776 375 36401 Food & beverage 25124 25124 Miscellaneous 12811 12811 18947 7192 8551 3204 3978051 3066786 614325 296940 354139 491168 2232417 1622255 730934 135775 79990 281498 99243 64864 29231742 5369368 24164129 23862374 5863769 6757681 0 12565 33524621 33228180 561799 299080 0 12565 561799 311645 X 32432733 32781831 530089 134704 32962822 32916535 33524621 33228180 X -1113188 1065925 976 X 0 1 X 1 0 X 2196293 5694372 5592162 2769232 1958468 18210527 2196293 5694372 5592162 2769232 1958468 18210527 314140 17896387 106863 106932 107104 642476 162205 1125580 15935 1564835 844934 250937 430228 3106869 22442976 826858 0.79740 0.75340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 3117.00 0 1 1 0.00 0 9697744 9697744 18417099 4633962 13783137 1116899 735406 381493 23862374 Lease liabilities - operating leases 12565 12565 X 4078723 1065925 147935 1213860 2864863 0 2864863 4125986 147935 147935 3978051 0 3978051 Part II, Line 5: The conservation easement monitoring is coordinated by The California Academy of Sciences, per the easement contract. Part II, Line 9: The California Academy of Sciences was granted a perpetual easement to use the property as they have used it in the past in exchange for an annual payment of $25,000. Part X, Line 2: Pepperwood Foundation is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. In addition, Pepperwood Foundation qualifies for the charitable contribution deduction under Section 170(b)(1)(A) and has been classified as an organization that is not a private foundation under Section 509(a)(2). Accounting principles generally accepted in the United States of America provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by Pepperwood Foundation in their federal and state exempt organization tax returns are more likely than not to be sustained upon examination. Pepperwood Foundation's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. Part XI, Line 2d - Other Adjustments: Fundraising event expense 147,935. Part XII, Line 2d - Other Adjustments: Fundraising event expense 147,935. Auction 431214 283279 147935 23728 124207 431214 283279 147935 23728 124207 147935 0 X X X 0 0 0 0 0 0 0 0 0 Elisabeth Micheli PhD President & CEO 204566 0 0 0 0 0 8231 0 11766 0 224563 0 0 0 Form 990, Part VI, Section A, line 2 Board Chair, Herbert Dwight, and Board Secretary, Jane Dwight are husband and wife. William Dwight and Mark Dwight, Directors, are the sons of Herbert and Jane Dwight. Form 990, Part VI, Section B, line 11b The Form 990 is reviewed by management and forwarded to the Board of Directors for review and commentary before its submission. Form 990, Part VI, Section B, line 12c All employees and board members are required to sign the conflict of interest policy. A review is conducted annually. Form 990, Part VI, Section B, line 15a CEO, Executive Director or top management official's salaries are determined by a compensation survey and panel review and approved by the Board of Directors. Part VI, line 15(b) was answered no as there were no other officers or key employees as defined in Form 990 instructions that received compensation. Form 990, Part VI, Section C, line 19 Upon request. Form 990, Part IX, line 11g Consultants: Program service expenses 276,088. Management and general expenses 160,845. Fundraising expenses 4,381. Total expenses 441,314. Instructor fees: Program service expenses 13,727. Total expenses 13,727. Payroll processing fees: Management and general expenses 8,455. Total expenses 8,455. Form 990, Part XI, line 9: Other adjustments 976. California Academy of Science 55 Music Concourse Drive San Francisco CA 94118 941156258 Scientific CA 501(c)(3) Line 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1