Civic Intelligence

Peninsula Shepherds Centers

990EZ • Fiscal year 2013 • EIN 95-3626528

Jan 01, 2013 to Dec 31, 2013 • Filed on May 12, 2014

1475 Catalina Blvd92107

(619) 223-1640

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

Score unavailable

No value available

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

Source year 2013

Net Margin

19th percentile

-16%

Higher net margin than 19% of similar nonprofits.

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

Top Officer Pay

93rd percentile

$51,466

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 47.6% of source-year revenue.

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

Asset Growth

34th percentile

-5.8%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

53rd percentile

3.7%

Faster revenue growth than 53% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2013

Assets

Down

$221,761

Down $13,693 (-5.8%) from 2012

Net Assets

Down

$221,761

Down $13,693 (-5.8%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$108,175

No earlier filing loaded for comparison.

Expenses

Up

$125,319

Up $5,114 (+4.3%) from 2012

Net Income

-$17,144

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $152,953Net Assets 2010: $152,9532010Assets 2011: $154,478Liabilities 2011: $02011Assets 2012: $235,454Liabilities 2012: $0Net Assets 2012: $235,4542012Assets 2013: $221,761Net Assets 2013: $221,7612013Assets 2014: $212,570Net Assets 2014: $212,5702014Assets 2015: $238,461Net Assets 2015: $238,4612015Assets 2016: $213,941Liabilities 2016: $151Net Assets 2016: $213,7902016Assets 2017: $235,345Liabilities 2017: $1,430Net Assets 2017: $233,9152017Assets 2018: $195,898Liabilities 2018: $582Net Assets 2018: $195,3162018Assets 2019: $208,645Liabilities 2019: $852Net Assets 2019: $207,7932019Assets 2020: $254,174Liabilities 2020: $18,735Net Assets 2020: $235,4392020Assets 2021: $231,794Liabilities 2021: $3,132Net Assets 2021: $228,6622021Assets 2022: $144,165Liabilities 2022: $1,903Net Assets 2022: $142,2622022Assets 2023: $213,977Liabilities 2023: $2,306Net Assets 2023: $211,6712023Assets 2024: $224,044Liabilities 2024: $4,226Net Assets 2024: $219,8182024

Highlighted filing

2013

Assets$221,761
Liabilities-
Net Assets$221,761

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $122,624Expenses 2010: $124,351Net Income 2010: -$1,7272010Revenue 2011: $100,583Expenses 2011: $105,396Net Income 2011: -$4,8132011Expenses 2012: $120,2052012Revenue 2013: $108,175Expenses 2013: $125,319Net Income 2013: -$17,1442013Revenue 2014: $107,809Expenses 2014: $117,000Net Income 2014: -$9,1912014Revenue 2015: $114,591Expenses 2015: $90,819Net Income 2015: $23,7722015Revenue 2016: $103,619Expenses 2016: $125,431Net Income 2016: -$21,8122016Revenue 2017: $154,078Expenses 2017: $124,331Net Income 2017: $29,7472017Revenue 2018: $125,159Expenses 2018: $142,632Net Income 2018: -$17,4732018Revenue 2019: $166,771Expenses 2019: $154,294Net Income 2019: $12,4772019Revenue 2020: $142,379Expenses 2020: $114,733Net Income 2020: $27,6462020Revenue 2021: $147,560Expenses 2021: $154,337Net Income 2021: -$6,7772021Revenue 2022: $129,670Expenses 2022: $160,760Net Income 2022: -$31,0902022Revenue 2023: $246,363Expenses 2023: $201,033Net Income 2023: $45,3302023Revenue 2024: $260,786Expenses 2024: $252,639Net Income 2024: $8,1472024

Highlighted filing

2013

Revenue$108,175
Expenses$125,319
Net Income-$17,144
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 12, 2014
Return Version
2013v3.1
Gross Receipts
$108,175
Mission and Program Overview

Mission

Services for Seniors-The Mission of the Peninsula Shepherd Center is to provide a support system which helps to allow older adults to live independently and self-sufficiently in their homes for as long as possible, while providing opportunities to learn, to grow and to serve. Our Vision is a community that honors, respects and cares for older adults. A Shepherd Center is required to be ecumenical, operate in a defined geographic area, and not duplicate existing local services.The Peninsula Shepherd Center is a 501(c)(3) nonprofit organization that serves seniors, 60 and older, in the Point Loma (92106), Ocean Beach (92107) and Midway/Sports Arena (92110) areas of the City of San Diego.

Services for Seniors-The Mission of the Peninsula Shepherd Center is to provide a support system which helps to allow older adults to live independently and self-sufficiently in their homes for as long as possible, while providing opportunities to learn, to grow and to serve. Our Vision is a community that honors, respects and cares for older adults. A Shepherd Center is required to be ecumenical, operate in a defined geographic area, and not duplicate existing local services.

Program Services

DescriptionGrantsExpenses
Out and About Peninsula-Transportation is the central part of the PSC services. It allows disabled seniors in the Peninsula area to live independently even though they are not able to drive themselves. Rides are often necessary for seniors to attend the PSC life enrichment programs and technology training classes we provide. During 2013, PSC raised $18,000 and purchased a 2012 senior friendly 12-passenger van for $21,820. Also, a smaller wheelchair accessible van was donated to PSC. In 2013, PSC recruited 8 new volunteer drivers, addded 36 new transportation clients, provided 1,085 volunteer rides and 849 van shuttle rides for a total of 1,934 rides.$110,596$39,760
Volunteer Appreciation project to provide gift gas cards for our volunteer drivers and handymen; hosted 2 volunteer appreciation events in 2013, Ice Cream Social and Cookie Exchange.$2,760$1,300
Computer Classes-Held seven 6-week beginner and intermediate computer sessions for 57 students in 2013; applied for 2014 grant for a computer lab.-$855
Other Programs-Instituted a new PSC Club membership campaign in 2013, bringing on 154 members; planned and hosted 8 sponsored Monday Lunch Clubs; advised 21 seniors through Elder Law and Advocacy appointments at PSC; produced the most highly attended and successful Games Day, raising $6,184; hosted 12 Needlers get-togethers.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeannie BaileyExecutive DirectorFT$51,466-$51,466
Fred KraftPast President-$0--
Jim CrakesDirector-$0--
Gerald SandersPresidentPT$0--
John PearsonDirector-$0--
Stan FollisTreasurerPT$0--
Jean DurganVice PresidentPT$0--
Beverly MitchellSecretaryPT$0--
Susan BakerDirector-$0--
Colleen CookDirector-$0--
Maty Feldman-BicasDirector-$0--
Sandra FindlingDirector-$0--
Leslie HannaDirector-$0--
Nancy HollandDirector-$0--
Lee SharpDirector-$0--
Janice TeixeiraDirector-$0--
John VeskernaDirector-$0--
Betty WellsDirector-$0--
Tracy WoodsideDirector-$0--
Filing and Contact Details

Filer

EIN
95-3626528
Phone
6192231640

Signing Officer

Name
Jeannie Bailey
Title
Executive Director
Signed
2014-05-12
Discuss with paid preparer
Yes

Preparer

Preparer
John W Pearson
Phone
6192224535
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $3052

Other Expenses.1003

Information Technology $1367

Other Expenses.1

Van Expense $10037

Other Expenses.2

Marketing & Publicity $8031

Other Expenses.3

Volunteer Appreciation $2760

Other Expenses.4

Food & Support $149

Other Assets.1001

Automobiles - Beginning $0 Automobiles - Ending $21820

Other Assets.1003

Machinery and Equipment - Beginning $0 Machinery and Equipment - Ending $3517

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ReturnHeader/BuildTS02015-11-30 17:44:51Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine10Peninsula Shepherd Center
ReturnHeader/Filer/BusinessNameControlTxt0PENI
ReturnHeader/Filer/EIN0953626528
ReturnHeader/Filer/PhoneNum06192231640
ReturnHeader/Filer/USAddress/AddressLine101475 Catalina Blvd
ReturnHeader/Filer/USAddress/City0San Diego
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092107
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10John W Pearson MA CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103895 Santa Cruz Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0921073741
ReturnHeader/PreparerPersonGrp/PhoneNum06192224535
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John W Pearson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-05-12T16:19:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.24$0.04$2.20$2.61$2.53$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.14$0.02$2.12$2.46$2.01$0.45
2022Detailed filing. Detailed filing data is available for this year.$1.44$0.02$1.42$1.30$1.61$0.31
2021Detailed filing. Detailed filing data is available for this year.$2.32$0.03$2.29$1.48$1.54$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.54$0.19$2.35$1.42$1.15$0.28
2019Detailed filing. Detailed filing data is available for this year.$2.09$0.01$2.08$1.67$1.54$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.96$0.01$1.95$1.25$1.43$0.17
2017Detailed filing. Detailed filing data is available for this year.$2.35$0.01$2.34$1.54$1.24$0.30
2016Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$1.04$1.25$0.22
2015Detailed filing. Detailed filing data is available for this year.$2.38$2.38$1.15$0.91$0.24
2014Detailed filing. Detailed filing data is available for this year.$2.13$2.13$1.08$1.17$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.22$2.22$1.08$1.25$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.00$2.35$1.20
2011Summary only. Only limited summary data is available for this year.$1.54$0.00$1.01$1.05$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$1.53$1.23$1.24$0.02