Peninsula Seniors

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

Margery Beierschmitt

Phone

3103773003

Tax Period

2024-01-01 to 2024-12-31

Peninsula Seniors, founded in 1982, is a small nonprofit that reported $361K in total revenue in fiscal year 2024. Expenses of $420K exceeded revenue, resulting in a 16% operating deficit.

Mission

Providing services to seniors living on the Palos Verdes Peninsula and surrounding areas. Fostering community and belonging, and encouraging continued engagements that promote physical and mental well-being while combating loneliness and isolation.

Program Service Accomplishments

Program 1

Expenses: $356,235 Revenue: $52,628

The Organization provides health & wellness, cultural & travel, education, and socialization programs to senior adults in the Palos Verdes Peninsula and surrounding areas. We offer about 100...

The Organization provides health & wellness, cultural & travel, education, and socialization programs to senior adults in the Palos Verdes Peninsula and surrounding areas. We offer about 100 opportunities each month for individuals to avoid isolation and loneliness, to improve their mental and physical health. The Organization had 1,068 members as of December 31, 2024. Its operating revenue is derived from membership dues, program activities, donations, and community grants.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $294,112

Program Service Revenue $52,628

Investment Income $14,467

Other Revenue $0

TOTAL REVENUE $361,207

Expense Breakdown

Grants Paid $0

Salaries & Benefits $157,597

Fundraising Expenses $7,387

Program Expenses $356,235

Other Expenses $262,628

TOTAL EXPENSES $420,225

Year-over-Year Comparison

	2024	2023	Change
Revenue	$361,207	$374,937	0.0%
Expenses	$420,225	$399,384	+0.1%
Net Income	$-59,018	$-24,447	+1.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$68,077

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Margery Beierschmitt	Executive Dir.	40.00	Officer	$68,077	$0	$68,077
Linda Ralls thru 924	President	10.00	Officer Director	$0	$0	$0
Becky Clark	President	10.00	Officer Director	$0	$0	$0
Vidya Kaushik	Vice President	2.00	Officer Director	$0	$0	$0
Julia Parton	Director	2.00	Director	$0	$0	$0
Greg Sparkman	Director	2.00	Director	$0	$0	$0
Tom Hyatt	Secretary	2.00	Officer Director	$0	$0	$0
Jackie Suiter thru 1024	Director	2.00	Director	$0	$0	$0
Laurie Glover	Director	2.00	Director	$0	$0	$0
Anil Aggarwal	Treasurer	2.00	Officer Director	$0	$0	$0
Andrew Werts	Director	2.00	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
2025	No data	No data	No data	No data
2024	$361,207	$420,225	$3,098,449	$-59,018
2023	$374,937	$399,384	$2,998,093	$-24,447
2022	$362,418	$407,307	$2,870,467	$-44,889
2021	$863,934	$344,593	$3,064,403	$519,341
2020	$296,042	$272,612	$2,496,369	$23,430
2019	$767,529	$280,688	$2,542,340	$486,841
2018	$1,122,885	$187,138	$1,930,320	$935,747