Peninsula Shepherd Center PCSC

EIN: 953626528 501(c)(3)

San Diego, CA

Total Revenue
$260,786
Total Expenses
$252,639
Total Assets
$224,044
Net Assets
$219,818
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1983
Legal Domicile
CA
Principal Officer
Rosemary Barnes
Phone
6192231640
Tax Period
2024-01-01 to 2024-12-31

Peninsula Shepherd Center PCSC, founded in 1983, is a small nonprofit that reported $261K in total revenue in fiscal year 2024. Expenses of $253K left a modest 3% surplus.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $223,721
Program Service Revenue $0
Investment Income $-30,865
Other Revenue $67,930
TOTAL REVENUE $260,786

Expense Breakdown

Grants Paid $0
Salaries & Benefits $155,264
Fundraising Expenses $14,856
Program Expenses $194,992
Other Expenses $97,375
TOTAL EXPENSES $252,639

Year-over-Year Comparison

2024 2023 Change
Revenue $260,786 $246,363 +0.1%
Expenses $252,639 $201,033 +0.3%
Net Income $8,147 $45,330 -0.8%
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
10
Independent Members
10
Employees
3
Volunteers
50

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
4
$0
Total Directors
12
$64,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Lisa Nokes Exec. Director 40.00
Director
$64,000 $0 $64,000
Jeff Bence Director 2.00
Director
$0 $0 $0
Margaret Peggy Johnston Director 2.00
Director
$0 $0 $0
Mary Brown Vice President 2.00
Officer Director
$0 $0 $0
Paul Hartley Director 2.00
Director
$0 $0 $0
Leslie Hudak Secretary 10.00
Officer Director
$0 $0 $0
Ellen MacVean Director 2.00
Director
$0 $0 $0
Jean Durgan BOD-Ambassador 6.00
Director
$0 $0 $0
Jeff Settineri Director 4.00
Director
$0 $0 $0
Scott Walls Vice President 8.00
Officer Director
$0 $0 $0
Rosemary Barnes President 8.00
Officer Director
$0 $0 $0
John Kunkel Director 4.00
Director
$0 $0 $0
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
2024 $260,786 $252,639 $224,044 $8,147
2023 $246,363 $201,033 $213,977 $45,330
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