Totals
- Total revenue
- $6,037,349
- Total expenses
- $6,928,760
- Contributions and grants received
- $5,091,169
- Grants paid
- $0
- Program service revenue
- $1,307,151
- Investment income
- $262,995
- Other revenue
- -$623,966
- Total assets, end of year
- $15,014,502
- Total liabilities, end of year
- $609,056
- Net assets or fund balances, end of year
- $14,405,446
- Program services expenses (Part IX)
- $5,592,036
- Management and general expenses
- $681,057
- Fundraising expenses
- $655,667
- Program service expenses (Part III)
- $5,592,036
Program services were 80.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$24,025
-
1c · Fundraising events
$1,160,098
-
1e · Government grants (contributions)
$1,191,668
-
1f · All other contributions, gifts and grants
$2,715,378
-
1g · Noncash contributions included above
$169,434
-
2a · Program service revenue: PARTICIPANT FEES
total $1,209,660 · related or exempt $1,209,660
-
2b · Program service revenue: SENIOR NUTRITION
total $97,491 · related or exempt $97,491
-
3 · Investment income
total $262,995 · related or exempt $84,811 · excluded $178,184
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$32,750
-
8a · Fundraising events: contributions included on line 1c
$1,160,098
-
8b · Fundraising events: direct expenses
$741,811
-
8c · Net income from fundraising events
total -$709,061
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: NONEXEMPT ORG MGMT FEE
total $79,941 · related or exempt $79,941
-
11b · Other revenue: OTHER REVENUE
total $5,154 · related or exempt $5,154
-
11e · Other revenue, total
$85,095
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $592,929 · program services $548,414 · management and general $44,515
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $2,726,289 · program services $2,233,704 · management and general $104,972 · fundraising $387,613
-
8 · Pension plan contributions
total $57,354 · program services $41,313 · management and general $3,631 · fundraising $12,410
-
9 · Other employee benefits
total $426,392 · program services $361,159 · management and general $43,290 · fundraising $21,943
-
10 · Payroll taxes
total $233,651 · program services $196,471 · management and general $8,645 · fundraising $28,535
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $900 · management and general $900
-
11c · Fees: accounting
total $120,997 · management and general $120,997
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $14,818 · management and general $14,818
-
11g · Fees: other
total $462,992 · program services $344,727 · management and general $115,343 · fundraising $2,922
-
12 · Advertising and promotion
total $95,878 · program services $1,680 · fundraising $94,198
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $258,410 · program services $225,892 · management and general $22,213 · fundraising $10,305
-
23 · Insurance
total $71,456 · program services $60,173 · management and general $8,827 · fundraising $2,456
-
24a · Other expenses: Programs and supplies
total $895,815 · program services $858,498 · management and general $27,901 · fundraising $9,416
-
24b · Other expenses: Independent contractor
total $260,962 · program services $217,353 · management and general $24,840 · fundraising $18,769
-
24c · Other expenses: Telephones and utilities
total $241,376 · program services $205,399 · management and general $20,016 · fundraising $15,961
-
24d · Other expenses: Equipment lease and repairs
total $184,690 · program services $159,055 · management and general $18,662 · fundraising $6,973
-
24e · All other expenses
total $283,851 · program services $138,198 · management and general $101,487 · fundraising $44,166
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $750 · end of year $850
-
2 · Savings and temporary cash investments
beginning of year $1,053,668 · end of year $704,654
-
3 · Pledges and grants receivable
beginning of year $557,902 · end of year $574,212
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
beginning of year $13,600 · end of year $21,418
-
9 · Prepaid expenses and deferred charges
beginning of year $165,100 · end of year $124,568
-
10a · Land, buildings and equipment: cost or other basis
$8,800,102
-
10b · Land, buildings and equipment: accumulated depreciation
$6,116,764
-
10c · Land, buildings and equipment, net
beginning of year $2,874,086 · end of year $2,683,338
-
11 · Investments: publicly traded securities
beginning of year $6,985,623 · end of year $7,084,668
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $4,052,114 · end of year $3,820,794
-
17 · Accounts payable and accrued expenses
beginning of year $400,886 · end of year $570,557
-
19 · Deferred revenue
beginning of year $63,101 · end of year $38,499
-
25 · Other liabilities
beginning of year $1
-
27 · Net assets without donor restrictions
beginning of year $9,856,427 · end of year $9,555,447
-
28 · Net assets with donor restrictions
beginning of year $5,382,428 · end of year $4,849,999
Mission and programs · 2022
Mission
As life expectancy lengthens, communities need to embrace both opportunities and challenges to help seniors maintain their dignity, independence and sense of usefulness. PVI provides high quality and nurturing programs so seniors are engaged, cared for and respected as vital community members. Focusing on an active mind and body, experiences in a social environment, allows aging adults to embrace the symptoms of aging with health and a sense of self-worth and self-sufficiency, improving their quality of life.
Activities or mission (Part I)
PVI provides services and housing to support aging adults through 4 programs: Meals on Wheels, Little House Activity Center, Rosener House Day Services, and Senior Affordable Housing.
-
Meals on Wheels: Delivers over 1,500 hot, nutritious meals per week to homebound older adults in San Mateo County who are unable to shop and cook for themselves; many are frail, recovering from hospitalization, or are disabled.
Expenses $2,333,851
-
Rosener House: Serves seniors with Alzheimer's, dementia and other chronic age-related conditions, through therapeutic art classes, health services,and music, speech, occupational and physical therapy -- delivered in a caring and emotionally supportive environment. Services help seniors avoid premature institutional placement.
Expenses $1,670,781
-
Little House: Provides a breadth of services centered on health, wellness and social interaction to seniors of all ages. Fitness classes for all levels of activity, education programs and the Little House Cafe, serving nutritious, affordable meals. Referrals for social services and other range of needs facing aging adults is available to all members.
Expenses $943,443
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Peter Olson
CEO
- Total calculated
- $194,234
- From this org
- $194,234
- From related orgs
- $0
- Other
- $0
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $194,234
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $194,234
-
Laura OwenLAURA OWEN
Director of Finance and Administrat
- Total calculated
- $141,760
- From this org
- $141,760
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Rebecca NelsonREBECCA NELSON
Director of Development
- Total calculated
- $135,805
- From this org
- $135,805
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Iris RongIRIS RONG
Chief Operating Officer
- Total calculated
- $121,130
- From this org
- $121,130
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Georgie Gleim
President
- Total calculated
- $0
- Hours/week
- 4
-
Sandra Ferer
Vice President
- Total calculated
- $0
- Hours/week
- 4
-
Anna Marie Janky
Secretary
- Total calculated
- $0
- Hours/week
- 4
-
Honor Huntington
Treasurer
- Total calculated
- $0
- Hours/week
- 4
-
Susan Sweeney
Director
- Total calculated
- $0
- Hours/week
- 4
-
Candice Schwab
Immed Pat Pres
- Total calculated
- $0
- Hours/week
- 4
-
Lisa Deal
Director
- Total calculated
- $0
- Hours/week
- 4
-
Patricia Wilkinson-Debrincat
Director
- Total calculated
- $0
- Hours/week
- 4
-
Jan Barker
Director
- Total calculated
- $0
- Hours/week
- 4
-
Carolyn Rianda
Director
- Total calculated
- $0
- Hours/week
- 4
-
Carolyn Schutz
Director
- Total calculated
- $0
- Hours/week
- 4
-
Deborah Gordon
Director
- Total calculated
- $0
- Hours/week
- 4
-
Janice Conomos
Director
- Total calculated
- $0
- Hours/week
- 4
-
Jeanne Fischer
Director
- Total calculated
- $0
- Hours/week
- 4
-
Lata Goel
Director
- Total calculated
- $0
- Hours/week
- 4
-
Louise Patch
Director
- Total calculated
- $0
- Hours/week
- 4
-
Mark Flegel
Director
- Total calculated
- $0
- Hours/week
- 4
-
Sandra Ferrando
Director
- Total calculated
- $0
- Hours/week
- 4
-
Susan Martin
Director
- Total calculated
- $0
- Hours/week
- 4
-
Linda Dickinson
Director
- Total calculated
- $0
- Hours/week
- 4
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
PENINSULA VOLUNTEER PROPERTIES INC
501(C)(4) · LOW INCOME HOUSING · CA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202431369349307868
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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