PENINSULA FAMILY SERVICE

EIN: 941186169 501(c)(3) Human Services

SAN MATEO, CA

Total Revenue
$19,864,300
Total Expenses
$19,517,653
Total Assets
$12,788,131
Net Assets
$8,542,086
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1950
Legal Domicile
CA
Principal Officer
HEATHER CLEARY
Phone
6504034300
Tax Period
2022-07-01 to 2023-06-30

PENINSULA FAMILY SERVICE, founded in 1950, is a mid-sized nonprofit in the Human Services sector that reported $19.9M in total revenue in fiscal year 2022. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

PENINSULA FAMILY SERVICE PROVIDES COMPREHENSIVE SERVICES THAT SUPPORT INDIVIDUALS AND FAMILIES AT VARIOUS STAGES OF LIFE. FOUNDED IN 1950, PFS HAS SERVED OUR COMMUNITY FOR 74 YEARS, PROVIDING INNOVATIVE, PROFESSIONALLY-LED, LOCALLY TARGETED (CONTINUED ON SCHEDULE O...)SOLUTIONS TO SECURE THE WELLNESS AND STABILITY OF OUR NEIGHBORS. WE PROVIDE THESE SERVICES IN FOUR PRIORITY PROGRAM AREAS: EARLY LEARNING, OLDER ADULT SERVICES, EMPLOYMENT SERVICES AND FINANCIAL EMPOWERMENT.

Program Service Accomplishments

Program 1
Expenses: $12,111,125 Revenue: $4,066

EARLY LEARNING PROGRAM EIGHT (8) CHILD DEVELOPMENT CENTERS - PROVIDE CHILDREN (AGES 6 WEEKS TO 12 YEARS) FROM LOW-INCOME AND POVERTY-LEVEL FAMILIES, INCLUDING THOSE WHO ARE UNHOUSED, WITH A SAFE...

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EARLY LEARNING PROGRAM EIGHT (8) CHILD DEVELOPMENT CENTERS - PROVIDE CHILDREN (AGES 6 WEEKS TO 12 YEARS) FROM LOW-INCOME AND POVERTY-LEVEL FAMILIES, INCLUDING THOSE WHO ARE UNHOUSED, WITH A SAFE, NURTURING ENVIRONMENT WHERE THEY ARE CAN LEARN, SOCIALIZE, AND THRIVE. NUTRITIOUS MEALS - PFS PROVIDES LUNCH AND A MORNING AND AFTERNOON SNACK. THE EARLIEST YEARS FROM INFANCY TO PRESCHOOL FORM A CRITICAL GROWTH STAGE WHEN MORE THAN 80 PERCENT OF BRAIN DEVELOPMENT OCCURS. WE CONCENTRATE OUR EARLY LEARNING EFFORTS ON THE NEIGHBORHOODS AND POPULATIONS THAT NEED IT MOST. (CONTINUED ON SCHEDULE O...)THERAPEUTIC INTERVENTIONS - PFS IS KNOWN FOR EXCELLENCE IN ASSESSMENT AND CUSTOMIZED, TARGETED INTERVENTIONS FOR OUR CHILDREN WHO HAVE EXPERIENCED TRAUMA.SERVING UNHOUSED FAMILIES AND CHILDREN -TWO OF OUR EARLY LEARNING CENTERS ARE DEDICATED TO CHILDREN LIVING IN TRANSITIONAL OR EMERGENCY HOUSING.HIGH-QUALITY CURRICULUM- IS TAUGHT IN EACH OF OUR CLASSROOMS FOR INFANTS, TODDLERS, PRESCHOOL, AND SCHOOL AGE CHILDRENSTEM FROM THE START PROGRAM - BUILDS COMPREHENSIVE STEM CURRICULUM AND FULLY TRAINED TEACHERS FOR OUR CHILDREN FROM INFANTS THROUGH SCHOOL-AGE.SCHOOL-AGE AFTER SCHOOL AND SUMMER PROGRAMS- CLUB PROGRAM OF AFTER-SCHOOL AND SUMMER LEARNING FOR CHILDREN AGES 5 TO 11 (KINDERGARTEN THROUGH 5TH GRADE).FAMILY ENGAGEMENT- PFS CONNECTS FAMILIES TO PHYSICAL AND BEHAVIORAL HEALTH RESOURCES; WORK ONE-ON-ONE WITH PARENTS TO ENSURE THEIR NEEDS ARE MET; AND EDUCATE PARENTS ON THE LATEST TECHNIQUES TO NURTURE THEIR CHILDREN'S DEVELOPMENT DURING THE CRITICAL EARLY YEARS.BANKING ALTERNATIVES - INDIVIDUALS WHO DO NOT HAVE ACCESS TO TRADITIONAL BANKING SERVICES AND ACCOUNTS CAN ACCESS TOOLS TO BUILD THEIR CREDIT, SUCH AS ZERO-INTEREST SOCIAL LOANS (LENDING CIRCLES), AND A VISA PREPAID DEBIT CARD.YOUTH FINANCIAL WORKSHOPS YOUTH AGES 13 19 YEARS GAIN INDEPENDENCE, RESPONSIBILITY, EMERGENCY PREPAREDNESS, CREDIT MANAGEMENT, LIFE SKILLS, AND WAYS TO REDUCE STRESS.

Program 2
Expenses: $1,937,835 Revenue: $6,845

OLDER ADULT SERVICESPEER COUNSELING - TRAINED VOLUNTEER COUNSELORS OFFER ONE-ON-ONE OR GROUP SUPPORT AND COMPANIONSHIP TO DIVERSE COMMUNITY MEMBERS (AGED 55+). THE PROGRAM OFFERS SERVICES IN ENGLISH...

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OLDER ADULT SERVICESPEER COUNSELING - TRAINED VOLUNTEER COUNSELORS OFFER ONE-ON-ONE OR GROUP SUPPORT AND COMPANIONSHIP TO DIVERSE COMMUNITY MEMBERS (AGED 55+). THE PROGRAM OFFERS SERVICES IN ENGLISH, MANDARIN, SPANISH, TAGALOG, AND TO OUR AFRICAN AMERICAN & LGBTQ+ COMMUNITY.FAIR OAKS ADULT ACTIVITY CENTER- OLDER ADULTS IMPROVE HEALTH, SOCIAL LIVES, AND PERSONAL FULFILLMENT. PARTICIPANTS HAVE ACCESS TO GROUP SOCIAL ACTIVITIES, FITNESS CLASSES, HEALTH SCREENINGS, INFORMATION, AND A NUTRITIOUS MEAL. (CONTINUED ON SCHEDULE O...)TECHNOLOGY-BASED SUPPORT- PFS OFFERS TWO WORKSHOPS TO PROVIDE SUPPORT AND TRAINING TO EMPOWER OLDER ADULTS TO USE SMART PHONE, TABLET, AND COMPUTER TECHNOLOGY EFFECTIVELY.TRANSPORTATION- THE "GOT WHEELS!" PROGRAM PROVIDES SUBSIDIZED, ON-DEMAND TAXI SERVICES TO ELIGIBLE ADULTS (70+) IN DALY CITY, COLMA, BRISBANE, SSF, SAN BRUNO, MILLBRAE, BURLINGAME, HILLSBOROUGH, HALF MOON BAY, MONTARA, EL GRANADA, MOSS BEACH, AND TO THE SAN FRANCISCO INTERNATIONAL AIRPORT. DRIVERS ARE TRAINED TO PROVIDE "ARM IN ARM" SUPPORT AND VEHICLES ARE FULLY ACCESSIBLE FOR PASSENGERS.

Program 3
Expenses: $1,660,262

EMPLOYMENT SERVICESPFS IS LEADING EMPLOYMENT FOR ADULTS AGE 50+ WITH TWO UNIQUE PROGRAMS.THE SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM (SCSEP) ASSISTS ADULTS AGE 55+ LIVING IN SAN MATEO COUNTY IN...

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EMPLOYMENT SERVICESPFS IS LEADING EMPLOYMENT FOR ADULTS AGE 50+ WITH TWO UNIQUE PROGRAMS.THE SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM (SCSEP) ASSISTS ADULTS AGE 55+ LIVING IN SAN MATEO COUNTY IN THEIR SEARCH FOR EMPLOYMENT BY PROVIDING GUIDANCE, DIRECTION, RESOURCES, PAID INTERNSHIPS, JOB MATCHS, AND PLACEMENT.MATURE WORKER PROGRAM - AGE 50+ LIVING IN SANTA CLARA COUNTY IN COLLABORATION WITH NOVAWORKS. PARTICIPANTS LEARN AGE-NEUTRAL RESUME WRITING AND INTERVIEW STRATEGIES, (CONTINUED ON SCHEDULE O...)HAVE OPPORTUNITIES TO NETWORK, AND ATTEND SPECIALIZED WORKSHOPS.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $19,607,192
Program Service Revenue $12,431
Investment Income $244,677
Other Revenue $0
TOTAL REVENUE $19,864,300

Expense Breakdown

Grants Paid $0
Salaries & Benefits $14,254,170
Fundraising Expenses $1,224,090
Program Expenses $16,261,372
Other Expenses $5,263,483
TOTAL EXPENSES $19,517,653

Year-over-Year Comparison

2022 2021 Change
Revenue $19,864,300 $17,301,817 +0.1%
Expenses $19,517,653 $16,968,934 +0.2%
Net Income $346,647 $332,883 +0.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
16
Independent Members
16
Employees
264
Volunteers
413

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
10
$1,121,049
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RON LYNCH CHAIR 5.00
Officer Director
$0 $0 $0
SHEILA CANZIAN CHAIR-ELECT 5.00
Officer Director
$0 $0 $0
SHARON HARTLEY VICE CHAIR 5.00
Officer Director
$0 $0 $0
EUREE KIM SECRETARY 5.00
Officer Director
$0 $0 $0
BENNETT SURAJAT TREASURER 5.00
Officer Director
$0 $0 $0
SUZANNE BOUTIN BOARD MEMBER 2.00
Director
$0 $0 $0
ELENOA FUKA BOARD MEMBER 2.00
Director
$0 $0 $0
PERLA GARCIA BOARD MEMBER 2.00
Director
$0 $0 $0
DEBBIE HARRISON BOARD MEMBER 2.00
Director
$0 $0 $0
ELIZABETH JENSON BOARD MEMBER 2.00
Director
$0 $0 $0
LISA KEARNS BOARD MEMBER 2.00
Director
$0 $0 $0
PHILIP MCLEOD BOARD MEMBER 2.00
Director
$0 $0 $0
MARIA TERESA SANCHEZ PALMA BOARD MEMBER 2.00
Director
$0 $0 $0
HEIDY PELAEZ BOARD MEMBER 2.00
Director
$0 $0 $0
MONIQUE SPYKE BOARD MEMBER 2.00
Director
$0 $0 $0
RUTH WISNOM BOARD MEMBER 2.00
Director
$0 $0 $0
HEATHER CLEARY CHIEF EXECUTIVE OFFICER 40.00
Officer
$276,323 $22,485 $298,808
INESSA SHISHMANYAN CHIEF FINANCIAL OFFICER 40.00
Officer
$225,055 $6,956 $232,011
VICKI DAVIS CHIEF HR OFFICER 40.00
Officer
$207,688 $14,707 $222,395
DEBORAH MILLER CHIEF ADVANCEMENT OFFICER 40.00
Officer
$208,591 $7,055 $215,646
CHARLES HANSEN CHIEF PROGRAM OFFICER 40.00
Officer
$139,395 $12,794 $152,189
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 No data No data No data No data
2023 $19,864,300 $19,517,653 $12,788,131 $346,647
2022 $17,301,817 $16,968,934 $11,162,241 $332,883
2021 $16,183,895 $15,855,116 $10,163,844 $328,779
2020 $14,020,094 $13,887,712 $10,147,477 $132,382
2019 $13,539,004 $13,755,916 $9,041,248 $-216,912
2018 $13,157,825 $13,423,890 $9,140,356 $-266,065
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