Totals
- Total revenue
- $246,363
- Total expenses
- $201,033
- Contributions and grants received
- $225,086
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $13,953
- Other revenue
- $7,324
- Total assets, end of year
- $213,977
- Total liabilities, end of year
- $2,306
- Net assets or fund balances, end of year
- $211,671
- Program services expenses (Part IX)
- $155,488
- Management and general expenses
- $33,955
- Fundraising expenses
- $11,590
- Program service expenses (Part III)
- $155,488
Program services were 77.3% 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
$4,448
-
1c · Fundraising events
$51,292
-
1f · All other contributions, gifts and grants
$169,346
-
3 · Investment income
total $13,953 · related or exempt $13,953
-
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
$2,711
-
8a · Fundraising events: contributions included on line 1c
$51,292
-
8b · Fundraising events: direct expenses
$2,293
-
8c · Net income from fundraising events
total $418
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Bingo/Zingo
total $1,170 · related or exempt $1,170
-
11b · Other revenue: Lunch Bunch
total $1,405 · related or exempt $1,405
-
11c · Other revenue: Transportation-Fee for Service
total $3,452 · related or exempt $3,452
-
11d · All other revenue
total $879 · related or exempt $879
-
11e · Other revenue, total
$6,906
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 $55,333 · program services $55,333
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
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 $0
-
23 · Insurance
total $0
-
24a · Other expenses: Program Expenses
total $100,155 · program services $100,155
-
24b · Other expenses: Administrative Expenses
total $33,955 · management and general $33,955
-
24c · Other expenses: Fundraising Expenses
total $11,590 · fundraising $11,590
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $18,598 · end of year $42,424
-
2 · Savings and temporary cash investments
beginning of year $18 · end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
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
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$98,474
-
10b · Land, buildings and equipment: accumulated depreciation
$37,996
-
10c · Land, buildings and equipment, net
beginning of year $11,266 · end of year $60,478
-
11 · Investments: publicly traded securities
beginning of year $114,283 · end of year $111,075
-
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
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $1,903 · end of year $2,305
-
25 · Other liabilities
end of year $1
-
27 · Net assets without donor restrictions
beginning of year $142,262 · end of year $211,671
Mission and programs · 2023
Mission
Services for Seniors-The Mission of the Peninsula Shepherd Center is to provide a support system which helps allow for older adults to live independently and self-sufficiently in their homes for as long as possible, while providing opportunities to learn, to grow and serve. Our Tag Line is "Empowering Senior Independence". Our Vision is a community that honors, respects and cares for older adults. We operate in a defined geographical area and do not duplicate existing local services.The Peninsula Shepherd Center is a 501(c)(3) 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.
-
Other Programs--In 2023 our Summer Celebration fundraiser raised $24,173. Our Fall Campaign with approximately 100 donors raised $25,640. We hosted the following programs which do not generate revenue in excess of their expenses:1.Monthly Needler knitting group with an average of 8 seniors at each session. 2.Weekly Bingo sessions with an average of 15 seniors in attendance.3.Monthly Excursions and PSC Walks with an average of 10 seniors at each event.4.Monthly Chat and Fold with an average of 10 seniors at each session.5.Monthly Birthday parties with an average of 15 seniors at each party.6.Monthly Movie days with an average of 7 seniors attending each event.7.Monthly Lunch Bunch with presentations averaging 30 seniors each month.8.Porch Visits serving an average of 40 homebound seniors bi-monthly.9.A Computer Technology Tablet program (CTTP)delivering computer tablets to seniors.10.Bi-weekly computer classes with an average of 5 seniors in attendance each class.
Expenses $120,958
-
PSC's Out and About Senior Transportation program is the central part of PSC services. It allows seniors in the Peninsula communities to live independently even though they are not able or do not wish to drive themselves. Rides are often needed for seniors to attend the PSC life enrichment programs and technology training classes we provide. During 2023 PSC provided 4,500 shuttle van rides,wheelchair accessible shuttle rides and volunteer rides.
Expenses $34,530
-
Grants and Loans Received--PSC continued to receive the San Diego Association of Governments (SANDAG) Senior Mini-grant totaling $58,523 in 2023 as well as a partial grant for a wheelchair accessible van of $32,934. PSC also received a grant for $7,000 from the Point Loma Community Presbyterian Church, $5,250 from All Souls' Episcopal Church, and $35,917 in grants from the San Diego Seniors Community Foundation. The Hervey Family Foundation awarded PSC $10,000.
As filed on the 2023 return.
Listed in Part VII
-
Lisa Nokes
Exec. Director
- Total calculated
- $55,333
- From this org
- $55,333
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Jeff Bence
Director
- Total calculated
- $0
- Hours/week
- 2
-
Margaret Peggy Johnston
Director
- Total calculated
- $0
- Hours/week
- 2
-
Mary Brown
Director
- Total calculated
- $0
- Hours/week
- 2
-
Paul Hartley
Director
- Total calculated
- $0
- Hours/week
- 2
-
Ellen MacVean
Director
- Total calculated
- $0
- Hours/week
- 2
-
Jeff Settineri
Director
- Total calculated
- $0
- Hours/week
- 0
-
Leslie Hudak
Secretary
- Total calculated
- $0
- Hours/week
- 5
-
Jean Durgan
BOD-Ambassador
- Total calculated
- $0
- Hours/week
- 10
-
Scott Walls
Vice President
- Total calculated
- $0
- Hours/week
- 8
-
Rosemary Barnes
President
- Total calculated
- $0
- Hours/week
- 10
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 18 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202411399349300501
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