Civic Intelligence

Peninsula Seniors

990 • Fiscal year 2020 • EIN 95-3723540

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 09, 2021

Organization Profilepvseniors.org
602 Deep Valley DriveRolling Hills Estates, CA 90274

(310) 377-3003

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

26th percentile

0.02x

Higher debt load relative to revenue than 26% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

55th percentile

7.9%

Higher net margin than 55% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

45th percentile

$42,389

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 14.3% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

25th percentile

-1.8%

Faster asset growth than 25% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-61%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$2,496,369

Down $45,971 (-1.8%) from 2019

Net Assets

Up

$2,489,645

Up $90,382 (+3.8%) from 2019

Liabilities

Down

$6,724

Down $136,353 (-95%) from 2019

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin55th percentile

Revenue

Down

$296,042

Down $471,487 (-61%) from 2019

Expenses

Down

$272,612

Down $8,076 (-2.9%) from 2019

Net Income

Down

$23,430

Down $463,411 (-95%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$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

2020

Assets$2,496,369
Liabilities$6,724
Net Assets$2,489,645
Open 2020 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$296,042
Expenses$272,612
Net Income$23,430
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 9, 2021
Return Version
2020v4.0
Gross Receipts
$296,042
Mission and Program Overview

Mission

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

To offer activities and services that enhance and enrich the lives of senior adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$443,895$1,721,812▲ $1,277,917
Savings and Temporary Cash Investments$1,668,966$0▼ $1,668,966
Investments in Publicly Traded Securities$370,360$587,345▲ $216,985
Cash and Non-Interest-Bearing Accounts$51,934$178,205▲ $126,271
Prepaid Expenses and Deferred Charges$5,270$7,597▲ $2,327
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$2,542,340$2,496,369▼ $45,971
Other Assets Total$1,915$1,410▼ $505
Liabilities
Unsecured Notes Loans Payable$133,882--
Accounts Payable and Accrued Expenses$4,423$6,420▲ $1,997
Deferred Revenue$4,772$304▼ $4,468
Total Liabilities$143,077$6,724▼ $136,353
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$49,924$1,877,269▲ $1,827,345
Net Assets With Donor Restrictions$2,349,339$612,376▼ $1,736,963
Total Net Assets Fund Balance$2,399,263$2,489,645▲ $90,382
Total Liabilities and Net Assets / Fund Balance$2,542,340$2,496,369▼ $45,971

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,322,084$24,483-
Other Land Buildings$41,178$20,847-
Equipment$41,454$41,721-
Leasehold Improvements$317,096$70,852-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$370,360$180,457▲ $76,373$14,814$612,376
2019-$365,744▲ $4,616-$370,360
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Margery BeierschmittExecutive DirectorFT$42,389$42,389

Board Members and Trustees

NameTitle
Linda RallsPresident
Vidya KaushikVice President
Ann ShawDirector
Guido FrassinelliDirector
Juanita DavisDirector
Linda CavetteDirector
Marion RuthDirector
Pinfun TsaiDirector
Cindy MillerSecretary
Hartmut SchneiderTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$262,958
Program Service Revenue
$12,724
Investment Income
$20,360
Other Revenue
$0
All Other Contributions
$163,642
Change in Net Assets
$23,430

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$30,664Comparable Sales
Total Noncash Contributions1$30,664-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$196,750
Salaries, Compensation, and Employee Benefits$75,862
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$61,785$6,865-$68,650
Occupancy$51,745$5,749-$57,494
Current Officers, Directors, Trustees, and Key Employees$38,150$4,239-$42,389
Other Salaries and Wages$30,126$3,347-$33,473
Office Expenses$16,341$1,816-$18,157
Fees for Services Accounting$5,850$650-$6,500
Insurance$5,669$630-$6,299
Other Expenses$626$70-$696
Total Functional Expenses$248,802$23,810$0$272,612
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
Audit committee
No
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
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents

“Updated bylaws to reflect current policies and procedures.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Before the return is completed, a draft copy of the informations returns are reviewed by the Executive Director, Board President and Board Treasurer for their review, comments, and approval.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Annual written performance appraisal process is conducted. Recommendation for compensation goes to governance committee and board for approval.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All relevant governing documents, policies and financial statements are available for review at the operating location of Peninsula Seniors &/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, Rolling Hills Estates, CA 90274

Signing Officer

Name
Margery Beierschmitt
Title
Executive Director
Signed
2021-08-09
Discuss with paid preparer
Yes

Organization Details

Formed
1982
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
10
Employees
4
Volunteers
95

Preparer

Firm
Onisko & Scholz Llp
Address
5000 E SPRING ST STE 200, LONG BEACH, CA 90815
Preparer
Cynthia D Schoelen CPA
Phone
5624203100
Raw XML AppendixShowing 400 of 527 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt04423
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06420
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To offer activities and services that enhance and enrich the lives of senior adults.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0163642
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Margery Beierschmitt
IRS990/BooksInCareOfDetail/PhoneNum03103773003
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0602 Deep Valley Drive
IRS990/BooksInCareOfDetail/USAddress/CityNm0Rolling Hills Estates
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090274
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt051934
IRS990/CashNonInterestBearingGrp/EOYAmt0178205
IRS990/ChangeToOrgDocumentsInd0true
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt04239
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt038150
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt042389
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0262958
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt020360
IRS990/CYOtherExpensesAmt0196750
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt012724
IRS990/CYRevenuesLessExpensesAmt023430
IRS990/CYSalariesCompEmpBnftPaidAmt075862
IRS990/CYTotalExpensesAmt0272612
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0296042
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt04772
IRS990/DeferredRevenueGrp/EOYAmt0304
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt06865
IRS990/DepreciationDepletionGrp/ProgramServicesAmt061785
IRS990/DepreciationDepletionGrp/TotalAmt068650
IRS990/Desc0Provided 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 TRANSITION TO VIRTUAL PROGRAM OFFERINGS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02349339
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0612376
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0248802
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0650
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt05850
IRS990/FeesForServicesAccountingGrp/TotalAmt06500
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt430.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt910.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0Margery Beierschmitt
IRS990/Form990PartVIISectionAGrp/PersonNm1Ann Shaw
IRS990/Form990PartVIISectionAGrp/PersonNm2Guido Frassinelli
IRS990/Form990PartVIISectionAGrp/PersonNm3Linda Cavette
IRS990/Form990PartVIISectionAGrp/PersonNm4LINDA RALLS
IRS990/Form990PartVIISectionAGrp/PersonNm5Juanita Davis
IRS990/Form990PartVIISectionAGrp/PersonNm6Cindy Miller
IRS990/Form990PartVIISectionAGrp/PersonNm7PINFUN TSAI
IRS990/Form990PartVIISectionAGrp/PersonNm8Marion Ruth
IRS990/Form990PartVIISectionAGrp/PersonNm9Hartmut Schneider
IRS990/Form990PartVIISectionAGrp/PersonNm10Vidya Kaushik
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt042389
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt10Vice President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt025296
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0296042
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0630
IRS990/InsuranceGrp/ProgramServicesAmt05669
IRS990/InsuranceGrp/TotalAmt06299
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt020360
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt020360
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0370360
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0587345
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0157903
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0443895
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01721812
IRS990/LandBldgEquipCostOrOtherBssAmt01879715
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt074020
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To offer activities and services that enhance and enrich the lives of senior adults.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02399263
IRS990/NetAssetsOrFundBalancesEOYAmt02489645
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt066952
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt049924
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01877269
IRS990/NoncashContributionsAmt030664
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt05749
IRS990/OccupancyGrp/ProgramServicesAmt051745
IRS990/OccupancyGrp/TotalAmt057494
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01816
IRS990/OfficeExpensesGrp/ProgramServicesAmt016341
IRS990/OfficeExpensesGrp/TotalAmt018157
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01915
IRS990/OtherAssetsTotalGrp/EOYAmt01410
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0WELLNESS AND EDUCATION
IRS990/OtherExpensesGrp/Desc1Outreach & Recruitment
IRS990/OtherExpensesGrp/Desc2EQUIPMENT EXPENSE
IRS990/OtherExpensesGrp/Desc3Bank and merchant fees
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0346
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt198
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt270
IRS990/OtherExpensesGrp/ProgramServicesAmt034509
IRS990/OtherExpensesGrp/ProgramServicesAmt13116
IRS990/OtherExpensesGrp/ProgramServicesAmt2885
IRS990/OtherExpensesGrp/ProgramServicesAmt3626
IRS990/OtherExpensesGrp/TotalAmt034509
IRS990/OtherExpensesGrp/TotalAmt13462
IRS990/OtherExpensesGrp/TotalAmt2983
IRS990/OtherExpensesGrp/TotalAmt3696
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03347
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt030126
IRS990/OtherSalariesAndWagesGrp/TotalAmt033473
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05270
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07597
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0Cultural & Travel
IRS990/ProgramServiceRevenueGrp/Desc1Educational
IRS990/ProgramServiceRevenueGrp/Desc2Health & Wellness
IRS990/ProgramServiceRevenueGrp/Desc3Socialization
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0120
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12814
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt27032
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32758
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0120
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12814
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt27032
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32758
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0666235
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt034236
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0210703
IRS990/PYProgramServiceRevenueAmt067058
IRS990/PYRevenuesLessExpensesAmt0486841
IRS990/PYSalariesCompEmpBnftPaidAmt069985
IRS990/PYTotalExpensesAmt0280688
IRS990/PYTotalRevenueAmt0767529
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt023430
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt012724
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01668966
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt010000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt030000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt040000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0262958
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0666235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01041079
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0353321
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0253277
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02576870
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt020360
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt034236
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08352
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05575
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt037
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt068560
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt012724
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt067058
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt073454
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt073491
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt051933
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0278660
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt020360
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt034236
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08352
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05575
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt037
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt068560
IRS990ScheduleA/InvestmentIncomeCYPct00.02340
IRS990ScheduleA/InvestmentIncomePYPct00.01770
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96290
IRS990ScheduleA/PublicSupportPY509Pct00.84390
IRS990ScheduleA/PublicSupportTotal509Amt02815530
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt010000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt030000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt040000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0275682
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0733293
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01114533
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0426812
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0305210
IRS990ScheduleA/Total509Grp/TotalAmt02855530
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0296042
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0767529
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01122885
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0432387
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0305247
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02924090
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,496,369
Liabilities
$6,724
Net assets
$2,489,645
Revenue
$296,042
Expenses
$272,612
Net income
$23,430
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