Peninsula Seniors
- Assets
- $3.1m
- Revenue
- $863.9k
- Investments
- $0.0
- Employees
- 4
- Location
- Rolling Hills Estates, CA
- Founding
- 05/1983
- Data as of
- 12/2021
- EIN
- 95-3723540
Organization Overview
Peninsula Seniors is located in Rolling Hills Estates, CA. The organization was established in 1983. According to its NTEE Classification (P81) the organization is classified as: Senior Centers, under the broad grouping of Human Services and related organizations. As of 12/2021, Peninsula Seniors employed 4 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Peninsula Seniors is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Peninsula Seniors generated $863.9k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 23.9% each year . All expenses for the organization totaled $344.6k during the year ending 12/2021. While expenses have increased by 12.5% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
PROVIDE A VARIETY OF CULTURAL, TRAVEL, EDUCATIONAL, SOCIAL, HEALTH AND WELLNESS ACTIVITIES AND SERVICES THAT ENHANCE AND ENRICH THE LIVES OF SENIOR ADULTS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROVIDED A VARIETY OF CULTURAL, TRAVEL, EDUCATIONAL, SOCIAL, HEALTH AND WELLNESS ACTIVITIES. DUE TO COVID-19, PENINSULA SENIORS HAD TO SUSPEND ITS IN-PERSON ACTIVITIES AND TRANSISITION TO VIRTUAL PROGRAM OFFERINGS IN 2020, AND RENEWED IN-PERSON ACTIVITIES MID-2021.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Margery Beierschmitt Executive Director | 40 | $47,164 | |
Ann Shaw Director | Trustee | 1 | $0 |
Linda Ralls President | Trustee | 20 | $0 |
Guido Frassinelli Director | Trustee | 5 | $0 |
Cindy Miller Secretary | Trustee | 2 | $0 |
Andrew Werts Programs Chair | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $76,433 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $12,000 |
| All other contributions, gifts, grants, and similar amounts not included above | $722,452 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $810,885 |
| Total Program Service Revenue | $37,122 |
| Investment income | $15,927 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $863,934 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $47,164 |
| Compensation of current officers, directors, key employees. | $4,716 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $42,432 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $2,320 |
| Payroll taxes | $7,152 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $7,360 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $8,034 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $52,506 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $93,133 |
| Insurance | $10,408 |
| All other expenses | $1,320 |
| Total functional expenses | $344,593 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $745,305 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $70 |
| Net Land, buildings, and equipment | $1,628,679 |
| Investments—publicly traded securities | $688,939 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $1,410 |
| Total assets | $3,064,403 |
| Accounts payable and accrued expenses | $5,573 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $5,573 |
| Net assets without donor restrictions | $1,770,757 |
| Net assets with donor restrictions | $1,288,073 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $3,064,403 |
Grants Recieved
Over the last fiscal year, we have identified 6 grants that Peninsula Seniors has recieved totaling $21,011.
| Awarding Organization | Amount |
|---|---|
Tuffli Family Foundation Torrance, CA PURPOSE: TO SUPPORT THE COMMUNITY | $10,000 |
Schwab Charitable Fund San Francisco, CA PURPOSE: HEALTH | $5,300 |
The Mericos Foundation South Pasadena, CA PURPOSE: GENERAL OPERATING SUPPORT | $5,000 |
Arthur J Gallagher Foundation Rolling Meadows, IL PURPOSE: GENERAL EXEMPT PURPOSE | $400 |
Ray And Diana Martin Family Foundation Pasadena, CA PURPOSE: TO PROVIDE SUPPORT TO THE ORGANIZATION | $300 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $11 |
Endowment Analysis
| Beg. Balance | $612,376 |
| Earnings | $65,318 |
| Net Contributions | $630,034 |
| Other Expense | $19,655 |
| Ending Balance | $1,288,073 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Area Agency On Aging Region One Incorporated Phoenix, AZ | $20,334,219 | $38,412,919 |
Access Medford, OR | $12,986,720 | $32,905,180 |
Self-Help For The Elderly San Francisco, CA | $21,260,459 | $30,966,576 |
Humboldt Senior Resource Center Incorporated Eureka, CA | $17,605,318 | $31,408,446 |
Agency On Aging Area 4 Sacramento, CA | $5,422,331 | $23,375,918 |
Centennial Housing & Community Services Corporation Los Angeles, CA | $10,197,937 | $17,463,913 |
Chicano Federation Of San Diego County Inc San Diego, CA | $18,128,674 | $22,585,521 |
Sourcewise Santa Clara, CA | $7,993,096 | $17,866,035 |
Pima Council On Aging Inc Tucson, AZ | $10,290,205 | $15,552,044 |
Fsl Programs Phoenix, AZ | $5,562,893 | $15,840,626 |
Serving Seniors San Diego, CA | $23,762,987 | $13,598,474 |
Vivalon San Rafael, CA | $15,091,831 | $11,530,268 |