Civic Intelligence

Peninsula Seniors

EIN 95-3723540 • 501(c)3 • Rolling Hills Estates, CA

Profile

We provide programs and activities that offer opportunities for individuals to be engaged and involved. Our programs make a difference in the physical and mental health in our community.

602 Deep Valley Drive 310Rolling Hills Estates, CA 90274

pvseniors.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

39th percentile

0.04x

Higher debt load relative to revenue than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

17th percentile

-16%

Higher net margin than 17% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

48th percentile

3.3%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

29th percentile

-3.7%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$3,098,449

Up $100,356 (+3.3%) from 2023

Liabilities

Up

$13,228

Up $7,728 (+141%) from 2023

Net Assets

Up

$3,085,221

Up $92,628 (+3.1%) from 2023

Operations
Liabilities / Revenue39th percentileNet Margin17th percentile

Revenue

Down

$361,207

Down $13,730 (-3.7%) from 2023

Expenses

Up

$420,225

Up $20,841 (+5.2%) from 2023

Net Income

Down

-$59,018

Down $34,571 (-141%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $147,296Liabilities 2010: $17,851Net Assets 2010: $129,4452010Assets 2011: $146,076Liabilities 2011: $14,3562011Assets 2012: $145,224Liabilities 2012: $20,7422012Assets 2013: $322,205Liabilities 2013: $26,703Net Assets 2013: $295,5022013Assets 2014: $539,378Liabilities 2014: $24,814Net Assets 2014: $514,5642014Assets 2015: $564,642Liabilities 2015: $7,847Net Assets 2015: $556,7952015Assets 2016: $739,275Liabilities 2016: $18,266Net Assets 2016: $721,0092016Assets 2017: $996,619Liabilities 2017: $19,944Net Assets 2017: $976,6752017Assets 2018: $1,930,320Liabilities 2018: $17,898Net Assets 2018: $1,912,4222018Assets 2019: $2,542,340Liabilities 2019: $143,077Net Assets 2019: $2,399,2632019Assets 2020: $2,496,369Liabilities 2020: $6,724Net Assets 2020: $2,489,6452020Assets 2021: $3,064,403Liabilities 2021: $5,573Net Assets 2021: $3,058,8302021Assets 2022: $2,870,467Liabilities 2022: $5,500Net Assets 2022: $2,864,9672022Assets 2023: $2,998,093Liabilities 2023: $5,500Net Assets 2023: $2,992,5932023Assets 2024: $3,098,449Liabilities 2024: $13,228Net Assets 2024: $3,085,2212024

Highlighted filing

2024

Assets$3,098,449
Liabilities$13,228
Net Assets$3,085,221
Open 2024 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2010: $141,548Expenses 2010: $184,382Net Income 2010: -$42,8342010Revenue 2011: $166,916Expenses 2011: $164,640Net Income 2011: $2,2762011Revenue 2012: $181,858Expenses 2012: $183,607Net Income 2012: -$1,7492012Revenue 2013: $328,156Expenses 2013: $157,136Net Income 2013: $171,0202013Revenue 2014: $367,736Expenses 2014: $148,674Net Income 2014: $219,0622014Revenue 2015: $193,199Expenses 2015: $150,968Net Income 2015: $42,2312015Revenue 2016: $317,958Expenses 2016: $153,744Net Income 2016: $164,2142016Revenue 2017: $432,387Expenses 2017: $176,929Net Income 2017: $255,4582017Revenue 2018: $1,122,885Expenses 2018: $187,138Net Income 2018: $935,7472018Revenue 2019: $767,529Expenses 2019: $280,688Net Income 2019: $486,8412019Revenue 2020: $296,042Expenses 2020: $272,612Net Income 2020: $23,4302020Revenue 2021: $863,934Expenses 2021: $344,593Net Income 2021: $519,3412021Revenue 2022: $362,418Expenses 2022: $407,307Net Income 2022: -$44,8892022Revenue 2023: $374,937Expenses 2023: $399,384Net Income 2023: -$24,4472023Revenue 2024: $361,207Expenses 2024: $420,225Net Income 2024: -$59,0182024

Highlighted filing

2024

Revenue$361,207
Expenses$420,225
Net Income-$59,018
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,098,449
Liabilities
$13,228
Net assets
$3,085,221
Revenue
$361,207
Expenses
$420,225
Net income
-$59,018
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.10$0.01$3.09$0.36$0.42$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.00$0.01$2.99$0.37$0.40$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.87$0.01$2.86$0.36$0.41$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.06$0.01$3.06$0.86$0.34$0.52
2020Detailed filing. Detailed filing data is available for this year.$2.50$0.01$2.49$0.30$0.27$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.54$0.14$2.40$0.77$0.28$0.49
2018Detailed filing. Detailed filing data is available for this year.$1.93$0.02$1.91$1.12$0.19$0.94
2017Detailed filing. Detailed filing data is available for this year.$1.00$0.02$0.98$0.43$0.18$0.26
2016Detailed filing. Detailed filing data is available for this year.$0.74$0.02$0.72$0.32$0.15$0.16
2015Summary only. Only limited summary data is available for this year.$0.56$0.01$0.56$0.19$0.15$0.04
2014Summary only. Only limited summary data is available for this year.$0.54$0.02$0.51$0.37$0.15$0.22
2013Summary only. Only limited summary data is available for this year.$0.32$0.03$0.30$0.33$0.16$0.17
2012Summary only. Only limited summary data is available for this year.$0.15$0.02$0.18$0.18$0.00
2011Summary only. Only limited summary data is available for this year.$0.15$0.01$0.17$0.16$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.02$0.13$0.14$0.18$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 11, 2025
Return Version
2024v5.2
Gross Receipts
$412,554
Mission and Program Overview

Mission

To provide cultural, social, educational events, and physical fitness activities

Providing activities & services to seniors living on the Palos Verdes Peninsula & surrounding areas. Fostering a sense of community and belonging and encouraging continued engagements that promote physical & mental well-being while combating loneliness and isolation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,410,855$1,544,056▲ $133,201
Land, Buildings, and Equipment, Net$1,442,412$1,364,589▼ $77,823
Cash and Non-Interest-Bearing Accounts$144,581$183,951▲ $39,370
Prepaid Expenses and Deferred Charges$245$5,853▲ $5,608
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,998,093$3,098,449▲ $100,356
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$5,500$11,228▲ $5,728
Deferred Revenue-$2,000-
Total Liabilities$5,500$13,228▲ $7,728
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,449,698$1,625,819▲ $176,121
Net Assets Without Donor Restrictions$1,542,895$1,459,402▼ $83,493
Total Net Assets Fund Balance$2,992,593$3,085,221▲ $92,628
Total Liabilities and Net Assets / Fund Balance$2,998,093$3,098,449▲ $100,356

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$860,260$191,169$1,051,429
Leasehold Improvements$205,126$153,850$358,976
Land$295,138-$295,138
Equipment-$62,358$62,358
Other Land Buildings$4,065$49,519$53,584

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,449,698$57,000▲ $172,765$53,644$1,625,819
2023$1,246,339$57,000▲ $188,315$41,956$1,449,698
2022$1,288,073$119,000▼ $130,701$30,033$1,246,339
2021$612,376$630,034▲ $65,318$19,655$1,288,073
2020$370,360$180,457▲ $76,373$14,814$612,376
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Margery BeierschmittExecutive DirectorFT$68,077$68,077

Board Members and Trustees

NameTitle
Becky ClarkPresident
Linda Ralls thru 924President
Vidya KaushikVice President
Andrew WertsDirector
Greg SparkmanDirector
Jackie Suiter thru 1024Director
Julia PartonDirector
Laurie GloverDirector
Tom HyattSecretary
Anil AggarwalTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$294,112
Program Service Revenue
$52,628
Investment Income
$14,467
Other Revenue
$0
All Other Contributions
$180,742
Change in Net Assets
$-59,018
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$262,628
Salaries, Compensation, and Employee Benefits$157,597
Total Fundraising Expense$7,387
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$70,356$5,472$2,346$78,174
Current Officers, Directors, Trustees, and Key Employees$61,269$4,766$2,042$68,077
Occupancy$42,986$4,776-$47,762
Office Expenses$5,834$11,668$1,945$19,447
Other Expenses$10,646$801-$11,447
Payroll Taxes$10,212$794$340$11,346
Fees for Services Accounting-$10,547-$10,547
Information Technology$3,918$5,878-$9,796
All Other Expenses$415$3,294$138$3,847
Insurance$2,341$260-$2,601
Advertising$864-$576$1,440
Total Functional Expenses$356,235$56,603$7,387$420,225
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A draft of Form 990 is reviewed and approved by the Executive Director, Board President, and Board Vice President. The final version is distributed to the full board prior to submittal to the Internal Revenue Service.”

Form 990, Part VI, Section B, Line 12C

“On an annual basis, all board members and officers are required to sign a conflict of interest policy statement stating they have read the conflict of interest policy and have disclosed all known conflicts.”

Form 990, Part VI, Section B, Line 15A

“Annual written performance appraisal process is conducted. Recommendation for compensation goes to Governance Committee and Board for approval.”

Form 990, Part VI, Section C, Line 19

“All relevant governing documents, policies and financial statements are available for review at the operating location of Peninsula Seniors and/or posted to the website of the Organization.”

Filing and Contact Details

Filer

Filer Name
Peninsula Seniors
EIN
95-3723540
Phone
3103773003
Address
602 Deep Valley Drive 310, Rolling Hills Estates, CA 90274

Signing Officer

Name
Margery Beierschmitt
Title
Executive Director
Phone
3103773003
Signed
2025-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margery Beierschmitt
Formed
1982
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
3
Volunteers
90

Preparer

Firm
Brett Bradbury CPA PC
Address
3780 Kilroy Airport Way Suite 200, Long Beach, CA 90806-2458
Preparer
Brett Bradbury
Phone
5625171899
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“GAAP provides 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 the organization in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination.”

Raw XML AppendixShowing 400 of 562 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm3Vidya Kaushik
IRS990/Form990PartVIISectionAGrp/PersonNm4Julia Parton
IRS990/Form990PartVIISectionAGrp/PersonNm5Greg Sparkman
IRS990/Form990PartVIISectionAGrp/PersonNm6Tom Hyatt
IRS990/Form990PartVIISectionAGrp/PersonNm7Jackie Suiter thru 1024
IRS990/Form990PartVIISectionAGrp/PersonNm8Laurie Glover
IRS990/Form990PartVIISectionAGrp/PersonNm9Anil Aggarwal
IRS990/Form990PartVIISectionAGrp/PersonNm10Andrew Werts
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