PENINSULA FAMILY SERVICE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PENINSULA FAMILY SERVICE (EIN 94-1186169)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-14
- IRS object ID
- 202111349349305851
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T14:55:39-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12657 ALCOSTA BLVD STE 500 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945834600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941186169 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENINSULA FAMILY SERVICE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PENI | BusinessNameControlTxt |
| Phone | 6504034300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 2ND AVENUE | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEATHER CLEARY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6504034300 | PhoneNum |
| Signature | 2021-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW PETROSKI | PreparerPersonNm |
| PTIN | P00853132 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2021-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HEATHER CLEARY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 2ND AVENUE | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,400,315 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PENINSULAFAMILYSERVICE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PENINSULA FAMILY SERVICE STRENGTHENS THE COMMUNITY BY PROVIDING (CONTINUE ON SCHEDULE O)CHILDREN, FAMILIES AND OLDER ADULTS THE SUPPORT AND TOOLS TO REALIZE THEIR FULL POTENTIAL AND LEAD HEALTHY, STABLE LIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 304 | TotalEmployeeCnt |
| Total Volunteers | 432 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,084,343 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,622,593 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $251,197 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $145,196 | CYProgramServiceRevenueAmt |
| PY Investment Income | $190,332 | PYInvestmentIncomeAmt |
| CY Investment Income | $237,572 | CYInvestmentIncomeAmt |
| PY Other Revenue | $13,132 | PYOtherRevenueAmt |
| CY Other Revenue | $14,733 | CYOtherRevenueAmt |
| PY Total Revenue | $13,539,004 | PYTotalRevenueAmt |
| CY Total Revenue | $14,020,094 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,870,136 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,318,235 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,064,391 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,885,780 | PYOtherExpensesAmt |
| CY Other Expenses | $3,569,477 | CYOtherExpensesAmt |
| PY Total Expenses | $13,755,916 | PYTotalExpensesAmt |
| CY Total Expenses | $13,887,712 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$216,912 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $132,382 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,041,248 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,147,477 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,666,136 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,738,390 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,375,112 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,409,087 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PENINSULA FAMILY SERVICE STRENGTHENS OUR COMMUNITY BY PROVIDING CHILDREN, FAMILIES, AND OLDER ADULTS THE SUPPORT AND TOOLS TO REALIZE THEIR FULL POTENTIAL AND LEAD HEALTHY, STABLE LIVES. WE ENVISION A COMMUNITY WHERE OPPORTUNITY, (CONTINUE ON SCHEDULE O)FINANCIAL STABILITY AND WELLNESS ARE SECURED FOR ALL.PENINSULA FAMILY SERVICE PROVIDES COMPREHENSIVE SERVICES THAT SUPPORT INDIVIDUALS AND FAMILIES AT VARIOUS STAGES OF LIFE. FOUNDED IN 1950, PENINSULA FAMILY SERVICE HAS SERVED OUR COMMUNITY FOR 71 YEARS, PROVIDING INNOVATIVE, PROFESSIONALLY-LED, LOCALLY-TARGETED SOLUTIONS TO SECURE THE WELLNESS AND STABILITY OF OUR NEIGHBORS. WE PROVIDE THESE SERVICES IN THREE PRIORITY PROGRAM AREAS: EARLY LEARNING, FINANCIAL EMPOWERMENT, AND OLDER ADULT SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,974,246 | ExpenseAmt |
| Revenue | $151,937 | RevenueAmt |
| Desc | EARLY LEARNING PROGRAM WE OPEN DOORS TO LEARNING, HEALTH, AND STABILITY FOR CHILDREN (PRENATAL TO ELEVEN YEARS OLD). WE CHANGE THE LIVES OF OUR CHILDREN AND FAMILIES BY PROVIDING OPPORTUNITY FOR HEALTHY GROWTH AND HIGH-QUALITY EARLY LEARNING CURRICULUM SO THEY CAN THRIVE. EARLY LEARNING CENTERS-OUR EIGHT CHILD DEVELOPMENT CENTERS PROVIDE CHILDREN (AGES 6 WEEKS TO 5 YEARS) FROM LOW-INCOME AND POVERTY-LEVEL FAMILIES, INCLUDING THOSE WHO ARE HOMELESS, WITH A SAFE, NURTURING ENVIRONMENT WHERE THEY ARE CAN LEARN, SOCIALIZE, AND THRIVE. WE FUEL THAT GROWTH BY PROVIDING NUTRITIOUS MEALS (CONTINUE ON SCHEDULE O)A HEALTHY MORNING AND AFTERNOON SNACK, AND LUNCH. THE EARLIEST YEARS FROM INFANCY TO PRESCHOOL FORM A CRITICAL GROWTH STAGE WHEN MORE THAN 80 PERCENT OF BRAIN DEVELOPMENT OCCURS. TO ACHIEVE OUR GOAL OF SECURING THE RIGHT TO OPPORTUNITY FOR EVERY CHILD IN OUR COMMUNITY, WE CONCENTRATE OUR EARLY LEARNING EFFORTS ON THE NEIGHBORHOODS AND POPULATIONS THAT NEED IT MOSTTHERAPEUTIC INTERVENTIONS FOR TRAUMA -PENINSULA FAMILY SERVICE IS KNOWN FOR EXCELLENCE IN ASSESSMENT AND CUSTOMIZED, TARGETED INTERVENTIONS FOR OUR CHILDREN WHO HAVE EXPERIENCED TRAUMA.SERVING CHILDREN EXPERIENCING HOMELESSNESS-TWO OF OUR EARLY LEARNING CENTERS ARE DEDICATED TO CHILDREN LIVING IN TRANSITIONAL OR EMERGENCY HOUSING.HIGH QUALITY CURRICULUM-WE PROVIDE HIGH QUALITY EARLY LEARNING CURRICULUM TAUGHT IN EACH OF OUR EARLY LEARNING CLASSROOMS FOR ALL AGES OF OUR CHILDREN: INFANTS, TODDLERS, AND PRESCHOOLERS.STEM FROM THE START-PENINSULA FAMILY SERVICE IS KNOWN FOR OUR STEM FROM THE START PROGRAM, BUILDING COMPREHENSIVE STEM CURRICULUM AND FULLY TRAINED TEACHERS FOR OUR CHILDREN FROM INFANTS THROUGH SCHOOL-AGE.SCHOOL-AGE AFTER SCHOOL AND SUMMER PROGRAMS-WE EXTEND OUR PROGRAM TO SCHOOL-AGE CHILDREN AS WE PROVIDE OUR CLUB PROGRAM OF AFTER-SCHOOL AND SUMMER LEARNING FOR CHILDREN AGES 5 TO 11 (KINDERGARTEN THROUGH 5TH GRADE).FAMILY ENGAGEMENT- WE SUPPORT THE DEVELOPMENT OF OUR CHILDREN AT HOME BY EDUCATING PARENTS ON HEALTHY PARENTING AND THE LATEST EARLY CHILDHOOD DEVELOPMENT TECHNIQUES. WE CONNECT FAMILIES TO PHYSICAL AND BEHAVIORAL HEALTH RESOURCES; WORK ONE-ON-ONE WITH PARENTS TO ENSURE THEIR NEEDS AS A FAMILY-UNIT ARE MET; AND EDUCATE PARENTS ON THE LATEST EARLY CHILDHOOD DEVELOPMENT TECHNIQUES SO THEY CAN NURTURE THEIR CHILDREN'S DEVELOPMENT DURING THE CRITICAL EARLY YEARS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,962,188 | ExpenseAmt |
| Revenue | $2,430 | RevenueAmt |
| Desc | FINANCIAL EMPOWERMENTWE OPEN DOORS TO FINANCIAL EDUCATION, SERVICES, AND TOOLS. WE CHANGE LIVES BY EMPOWERING INDIVIDUALS TO TAKE CONTROL OF THEIR FINANCIAL FUTURES. WE PROVIDE: FINANCIAL EDUCATION- FINANCIAL WORKSHOPS EDUCATE PARTICIPANTS ON BUDGETING, SPENDING HABITS, AND CREDIT BUILDING. ALL PARTICIPANTS MUST SUCCESSFULLY COMPLETE THESE WORKSHOPS BEFORE RECEIVING ADDITIONAL SUPPORT OR TOOLS. ACCESSIBLE AND AFFORDABLE LOANS- AFTER COMPLETING FINANCIAL EDUCATION, (CONTINUE ON SCHEDULE O)WE PROVIDE PEOPLE WITH THE TOOLS TO REBUILD THEIR FINANCIAL FUTURES. THIS INCLUDES OFFERING LOW INTEREST AUTO LOAN OPTIONS, TO THOSE WHO QUALIFY TO PAY BUT HAVE LOW CREDIT SCORES, SUCH AS THE DRIVEFORWARD (AND DRIVEFORWARD ELECTRIC) VEHICLE LOAN PROGRAM WHICH ENABLES THE PURCHASE OF A QUALITY USED VEHICLE. BANKING ALTERNATIVES- INDIVIDUALS WHO DO NOT HAVE ACCESS TO TRADITIONAL BANKING SERVICES CAN ACCESS TOOLS TO REBUILD THEIR CREDIT, SUCH AS ZERO-INTEREST SOCIAL LOANS (LENDING CIRCLES). IN ADDITION, WE OFFER A LOW-COST MONEY MANAGEMENT TOOL, A VISA PREPAID DEBIT CARD, TO HELP INDIVIDUALS WHO DO NOT HAVE ACCESS TO BANK CHECKING ACCOUNTS. EMPLOYMENT SERVICES FOR OLDER ADULTS- THE SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM (SCSEP) PROVIDES TRAINING OPPORTUNITIES AND PAID INTERNSHIPS FOR ADULTS AGES 55+ TO RE-ENTER THE WORKFORCE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,251,379 | ExpenseAmt |
| Revenue | $5,562 | RevenueAmt |
| Desc | OLDER ADULT SERVICESWE OPEN DOORS TO INDEPENDENCE, WELLNESS, AND ENGAGEMENT FOR OLDER ADULTS. WE CHANGE LIVES BY PROVIDING OPPORTUNITIES FOR OLDER INDIVIDUALS IN OUR COMMUNITY TO CONNECT AND THRIVE. WE PROVIDE: SENIOR PEER COUNSELING (SPC)- 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 LGBTQ+ COMMUNITY. FAIR OAKS ADULT ACTIVITY CENTER- THE CENTER OFFERS MANY PROGRAMS AND SERVICES THAT EMPOWER OLDER ADULTS (CONTINUE ON SCHEDULE O)TO IMPROVE THEIR HEALTH, SOCIAL LIVES, AND PERSONAL FULFILLMENT. PARTICIPANTS HAVE ACCESS TO A VARIETY OF GROUP SOCIAL ACTIVITIES, FITNESS CLASSES, HEALTH SCREENINGS, INFORMATION, AND ASSISTANCE. THEY MAY ALSO SHARE A NUTRITIOUS BREAKFAST AND LUNCH EACH DAY, AS WELL AS ACCESSING BIWEEKLY BROWN BAG LUNCHES AND BIWEEKLY GROCERIES. TECHNOLOGY-BASED SUPPORT- OLDER ADULTS CAN ACCESS ON-DEMAND EMOTIONAL SUPPORT USING A NEW DIGITAL APPLICATION. WE PROVIDE SUPPORT AND TRAINING TO ENABLE ACCESS TO THIS TECHNOLOGY. 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, HALF MOON BAY, MONTARA, EL GRANADA AND MOSS BEACH. MEMBERS CAN GET SUBSIDIZED RIDES WITHIN THIS GEOGRAPHIC AREA AND TO THE SAN FRANCISCO INTERNATIONAL AIRPORT. DRIVERS ARE TRAINED TO PROVIDE "ARM IN ARM" SUPPORT AND VEHICLES ARE FULLY ACCESSIBLE FOR PASSENGERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,187,813 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 45 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 304 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEATHER CLEARY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6504034300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 2ND AVENUE | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94401 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JEFF ADAMS | |||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AL ROYSE | |||||||
| PAST CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RON LYNCH | |||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MEGAN WINTERS | |||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SHEILA CANZIAN | |||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LILLIAN BARDEN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PERLA GARCIA | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARON HARTLEY | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SINCLAIR HWANG | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA KEARNS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EUREE KIM | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA JANSEN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH JENSEN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAY LEE | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID MARIANI | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY MCCUSKER | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE PACELLI | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH POULAIN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEJANDRO VILCHEZ | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WENDY RECINOS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTEN SANDIFER | |||||||
| SECRETARY (THROUGH 12/20) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LUKE CIRKOVIC | |||||||
| BOARD MEMBER (THROUGH 1/20) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KURT DE GROSZ | |||||||
| BOARD MEMBER (THROUGH 12/19) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GAIL ALBERTI | |||||||
| BOARD MEMBER (THROUGH 12/19) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SHAWNEE STEVENSON | |||||||
| BOARD MEMBER (THROUGH 1/20) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HEATHER CLEARY | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $174,938 | $0 | $26,439 | ||
| INESSA SHISHMANYAN | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $133,663 | $0 | $4,675 | ||
| DEBORAH MILLER | |||||||
| V. P. - ADVANCEMENT | 40.00 | $170,727 | $0 | $5,891 | Yes (X) | ||
| SUSAN HOUSTON | |||||||
| V. P. - OLDER ADULTS | 40.00 | $112,319 | $0 | $5,850 | Yes (X) | ||
| ROB LAJOIE | |||||||
| V. P. - FINANCIAL EMPOWERMENT | 40.00 | $115,208 | $0 | $11,444 | Yes (X) | ||
| MARIA ROMERO | |||||||
| V. P. - EARLY LEARNING | 40.00 | $103,241 | $0 | $5,427 | Yes (X) | ||
| MARIA DAMP | |||||||
| DIR. OF DONOR ENG/MAJOR GIFTS | 40.00 | $111,113 | $0 | $15,019 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $921,209 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $74,745 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHILDCARE CAREERS LLC | |||||
| 2000 SIERRA POINT PKWY SUITE 702 | BRISBANE | CA | 94005 | STAFFING SERVICES | $285,612 |
| REVOLUTION FOODS | |||||
| PO BOX 742759 | LOS ANGELES | CA | 90074 | FOOD CATERING | $260,082 |
| TEMPCARE LLC | |||||
| PO BOX 7030 | SAN MATEO | CA | 94403 | STAFFING SERVICES | $188,904 |
| VARSITY TECHNOLOGIES | |||||
| 1390 MARKET STREET SUITE 1100 | SAN FRANCISCO | CA | 94012 | IT SERVICES | $161,693 |
| BIG BREAK LLC | |||||
| PO BOX 288 | SOUTH SAN FRANCISCO | CA | 94083 | FOOD CATERING | $157,558 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $411,336 | RelatedOrganizationsAmt |
| Government Grants | $10,662,714 | GovernmentGrantsAmt |
| All Other Contributions | $2,548,543 | AllOtherContributionsAmt |
| Noncash Contributions | $477,839 | NoncashContributionsAmt |
| Total Contributions | $13,622,593 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES FOR SERVICES | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $145,196 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $145,196 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $145,196 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $237,822 | TotalRevenueColumnAmt |
| Exclusion | $237,822 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $379,971 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $380,221 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$250 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$250 | TotalRevenueColumnAmt |
| Exclusion | -$250 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $14,733 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,733 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $14,733 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,020,094 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $159,929 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $237,572 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $406,270 | TotalAmt |
| Program Services | $54,898 | ProgramServicesAmt |
| Management And General | $311,003 | ManagementAndGeneralAmt |
| Fundraising | $40,369 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,700,080 | TotalAmt |
| Program Services | $6,331,248 | ProgramServicesAmt |
| Management And General | $676,337 | ManagementAndGeneralAmt |
| Fundraising | $692,495 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,849 | TotalAmt |
| Program Services | $103,612 | ProgramServicesAmt |
| Management And General | $18,263 | ManagementAndGeneralAmt |
| Fundraising | $18,974 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,466,726 | TotalAmt |
| Program Services | $1,303,034 | ProgramServicesAmt |
| Management And General | $89,091 | ManagementAndGeneralAmt |
| Fundraising | $74,601 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $604,310 | TotalAmt |
| Program Services | $482,746 | ProgramServicesAmt |
| Management And General | $72,558 | ManagementAndGeneralAmt |
| Fundraising | $49,006 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,581 | TotalAmt |
| Management And General | $34,581 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,254 | TotalAmt |
| Management And General | $13,254 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $798,972 | TotalAmt |
| Program Services | $772,214 | ProgramServicesAmt |
| Management And General | $13,004 | ManagementAndGeneralAmt |
| Fundraising | $13,754 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,322 | TotalAmt |
| Program Services | $91,590 | ProgramServicesAmt |
| Management And General | $9,080 | ManagementAndGeneralAmt |
| Fundraising | $11,652 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,024 | TotalAmt |
| Program Services | $200,802 | ProgramServicesAmt |
| Management And General | $58,866 | ManagementAndGeneralAmt |
| Fundraising | $37,356 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $566,931 | TotalAmt |
| Program Services | $528,666 | ProgramServicesAmt |
| Management And General | $26,730 | ManagementAndGeneralAmt |
| Fundraising | $11,535 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,736 | TotalAmt |
| Program Services | $13,574 | ProgramServicesAmt |
| Management And General | $5,506 | ManagementAndGeneralAmt |
| Fundraising | $656 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,852 | TotalAmt |
| Program Services | $30,613 | ProgramServicesAmt |
| Management And General | $10,792 | ManagementAndGeneralAmt |
| Fundraising | $6,447 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,873 | TotalAmt |
| Program Services | $92,086 | ProgramServicesAmt |
| Management And General | $241,787 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,893 | TotalAmt |
| Program Services | $74,101 | ProgramServicesAmt |
| Management And General | $4,399 | ManagementAndGeneralAmt |
| Fundraising | $3,393 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| INKIND EXPENSES | $476,105 | $451,376 | $24,729 | $0 |
| REFRESHMENTS AND FOOD | $373,891 | $362,047 | $9,504 | $2,340 |
| PUBLIC RELATIONS | $204,685 | $105,850 | $1,758 | $97,077 |
| SUPPLIES | $140,276 | $123,005 | $13,850 | $3,421 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,082 | TotalAmt |
| Program Services | $56,351 | ProgramServicesAmt |
| Management And General | $416 | ManagementAndGeneralAmt |
| Fundraising | $1,315 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,887,712 | TotalAmt |
| Program Services | $11,187,813 | ProgramServicesAmt |
| Management And General | $1,635,508 | ManagementAndGeneralAmt |
| Fundraising | $1,064,391 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $681,574 | BOYAmt |
| EOY | $504,081 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,143 | BOYAmt |
| EOY | $2,264,909 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $992,457 | BOYAmt |
| EOY | $466,874 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,891 | BOYAmt |
| EOY | $39,660 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,546 | BOYAmt |
| EOY | $221,312 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,131,793 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,911,690 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,355,766 | BOYAmt |
| EOY | $4,220,103 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,349,499 | BOYAmt |
| EOY | $2,369,807 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,671 | BOYAmt |
| EOY | $58,030 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,701 | BOYAmt |
| EOY | $2,701 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,041,248 | BOYAmt |
| EOY | $10,147,477 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,170,706 | BOYAmt |
| EOY | $1,325,150 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,310 | BOYAmt |
| EOY | $28,616 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,185 | BOYAmt |
| EOY | $426,642 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,935 | BOYAmt |
| EOY | $957,982 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,666,136 | BOYAmt |
| EOY | $2,738,390 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,938,326 | BOYAmt |
| EOY | $5,011,422 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,436,786 | BOYAmt |
| EOY | $2,397,665 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,375,112 | BOYAmt |
| EOY | $7,409,087 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,041,248 | BOYAmt |
| EOY | $10,147,477 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $132,382 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$98,407 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,404,932 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,151,613 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,603,755 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,924,249 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,622,593 | CurrentTaxYearAmt |
| Total | $62,707,142 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,404,932 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,151,613 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,603,755 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,924,249 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,622,593 | CurrentTaxYearAmt |
| Total | $62,707,142 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $229,514 | SubstantialContributorsTotAmt |
| Public Support Total170 | $62,477,628 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $117,631 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $94,275 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $162,913 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $175,016 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $237,822 | CurrentTaxYearAmt |
| Total | $787,657 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $13,132 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,373 | CurrentTaxYearAmt |
| Total | $29,505 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $63,524,304 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,607,590 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98350 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98380 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $17,318 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $17,318 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,870,394 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,887,712 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $844,386 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $211,097 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $879,258 | CurrentYearMinus2Amt |
| Current Year Minus1 | $837,796 | CurrentYearMinus1Amt |
| Current Year | $844,386 | CurrentYearAmt |
| Total | $2,561,440 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,842,160 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $13,184 | CurrentYearMinus2Amt |
| Current Year Minus1 | $8,335 | CurrentYearMinus1Amt |
| Current Year | $17,318 | CurrentYearAmt |
| Total | $38,837 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $219,815 | CurrentYearMinus2Amt |
| Current Year Minus1 | $209,449 | CurrentYearMinus1Amt |
| Current Year | $211,097 | CurrentYearAmt |
| Total | $640,361 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $960,542 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $13,184 | CurrentYearMinus2Amt |
| Current Year Minus1 | $8,335 | CurrentYearMinus1Amt |
| Current Year | $17,318 | CurrentYearAmt |
| Total | $38,837 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,970,724 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $125,911 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $260,011 | OtherExpendituresAmt |
| End Year Balance | $1,836,624 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,960,295 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $216,544 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $206,115 | OtherExpendituresAmt |
| End Year Balance | $1,970,724 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,852,554 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $184,952 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $77,211 | OtherExpendituresAmt |
| End Year Balance | $1,960,295 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,795,077 | BeginningYearBalanceAmt |
| Contributions | $118,184 | ContributionsAmt |
| Investment Earnings Or Losses | $184,166 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $87,711 | OtherExpendituresAmt |
| Administrative Expenses | $157,162 | AdministrativeExpensesAmt |
| End Year Balance | $1,852,554 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,771,139 | BeginningYearBalanceAmt |
| Contributions | $179,215 | ContributionsAmt |
| Investment Earnings Or Losses | -$18,675 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $136,602 | OtherExpendituresAmt |
| End Year Balance | $1,795,077 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.76000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $987,266 | OtherCostOrOtherBasisAmt |
| Book Value | $987,266 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,843,439 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,843,990 | DepreciationAmt |
| Book Value | $2,999,449 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $913,060 | OtherCostOrOtherBasisAmt |
| Depreciation | $850,503 | DepreciationAmt |
| Book Value | $62,557 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $324,991 | OtherCostOrOtherBasisAmt |
| Depreciation | $322,254 | DepreciationAmt |
| Book Value | $2,737 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,063,037 | OtherCostOrOtherBasisAmt |
| Depreciation | $894,943 | DepreciationAmt |
| Book Value | $168,094 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,220,103 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RESERVE FOR LOAN GUARANTEES | $53,580 |
| US SMALL BUSINESS ADMINISTRATION (PPP) | $904,402 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $957,982 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,939,847 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$98,407 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,001,651 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $29,763 | OtherRevenueAmt |
| Revenue Not Reported | $933,007 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,006,840 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $13,254 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $13,254 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,020,094 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,905,872 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,001,651 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $29,763 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,031,414 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,874,458 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $13,254 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $13,254 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,887,712 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT INCLUDES ONLY DONOR-RESTRICTED ENDOWMENT FUNDS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP), NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. |
| PART X, LINE 2: | PENINSULA FAMILY SERVICE IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A)(1) OF THE INTERNAL REVENUE CODE AND SIMILAR CODE SECTIONS OF THE CALIFORNIA REVENUE AND TAXATION CODE IS SUBJECT TO INCOME TAX. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED FOR IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. DRIVEFORWARD LLC, (DF) A FOR-PROFIT ENTITY, IS A DISREGARDED ENTITY TAXED WHICH IS NOT SUBJECT TO FEDERAL INCOME TAXES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED FOR IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. DF, HOWEVER, IS REQUIRED TO PAY AN $800 MINIMUM CALIFORNIA FRANCHISE TAX AND A GROSS RECEIPTS FEE. THE ORGANIZATION IS REQUIRED TO FILE ANNUAL INFORMATIONAL RETURNS FOR ITS NONPROFIT ENTITIES WITH THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA FRANCHISE TAX BOARD. MANAGEMENT HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED AS OF JUNE 30, 2020, THE ORGANIZATION DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. THE TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES GENERALLY FOR THREE YEARS AND FOUR YEARS FOR FEDERAL AND STATE, RESPECTIVELY, STARTING WITH THE DATE OF FILING OR THE DUE DATE OF THE TAX RETURN, WHICHEVER IS LATER. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | LOAN GUARANTEE TO OFFSET BAD DEBT 29,763. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOAN GUARANTEE TO OFFESET BAD DEBT 29,763. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HEATHER CLEARY | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $174,511 | $0 | $0 | $0 | $427 | $0 | $5,684 | $0 | $20,755 | $0 | $201,377 | $0 | $0 | $0 |
| DEBORAH MILLER | ||||||||||||||
| V. P. - ADVANCEMENT | $168,680 | $0 | $0 | $0 | $2,047 | $0 | $5,148 | $0 | $743 | $0 | $176,618 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $12,930 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,734 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $440,946 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | FURNITURE AND EQUIPMENT | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $22,229 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE AND NOT THE NUMBER OF ITEMS CONTRIBUTED. |
| PART I, LINE 32B: | CARS, INC. FACILITATES THE APPRAISAL, PICK UP AND RECEIPT PROCESS OF USED CARS, BOATS, RVS, AND OTHER VEHICLES DONATED TO PENINSULA FAMILY SERVICE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE ANNUAL INFORMATION RETURNS ARE REVIEWED BY UPPER MANAGEMENT AND THE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE POSSIBLE CONFLICTS OF INTEREST ANNUALLY. THE CONFLICT OF INTEREST POLICY IS ADMINISTERED TO EMPLOYEES BY HR UPON HIRE. EMPLOYEES ARE OBLIGATED TO REPORT ANY CONFLICT, IF THEY FAIL TO DO SO IT MIGHT RESULT IN TERMINATION. HR REVIEWS ALL QUESTIONNAIRES. IF AN EMPLOYEE REPORTS A CONFLICT OF INTEREST DURING THE HIRING PROCESS, PFS WILL NOT BE PURSING THE HIRING OF THAT INDIVIDUAL. THE QUESTIONNAIRE IS ALSO DISTRIBUTED TO THE BOARD MEMBERS ON AN ANNUAL BASIS AND IS REVIEWED BY THE CEO. IF AN ACTUAL OR POTENTIAL CONFLICT IS REPORTED, PFS REACHES OUT TO ITS AUDITORS TO DETERMINE THE FURTHER ACTION PLAN. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CHAIR OF THE BOARD IS RESPONSIBLE FOR ENSURING THAT THE CHIEF EXECUTIVE OFFICER IS EVALUATED ANNUALLY. THE BOARD CHAIR WILL PROVIDE ALL GOVERNING BOARD MEMBERS WITH AN ANNUAL ASSESSMENT INSTRUMENT FOR EACH BOARD MEMBER TO COMPLETE. THE BOARD MEMBERS COMPLETE THE ASSESSMENT INSTRUMENT AND RETURN IT TO THE BOARD CHAIR. THE BOARD CHAIR COMPILES AND SUMMARIZES THE BOARD MEMBER ASSESSMENTS. THE EXECUTIVE COMPENSATION COMMITTEE MEETS WITH THE CHIEF EXECUTIVE OFFICER IN CLOSED SESSION TO EVALUTE THE CHIEF EXECUTIVE OFFICER. THE CHAIR MAY CHARGE THE VICE PRESIDENT OF HUMAN RESOURCES OR OTHER KNOWLEDGABLE PERSON(S) TO PERFORM AN INDEPENDENT COMPENSATION SURVEY FOR THE CHIEF EXECUTIVE OFFICER, PRIOR TO THE EVALUATION SESSION WITH THE CHIEF EXECUTIVE OFFICER. THE BOARD CHAIR WILL DRAFT THE WRITTEN EVALUATION AND COMPENSATION RECOMMENDATION. THE WRITTEN EVALUATION, COMPENSATION RECOMMENDATION, AND GOALS WILL BE PRESENTED TO THE FULL BOARD FOR APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRIVE FORWARD LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 SECOND AVENUE | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473338157 | EIN |
| Primary Activities | FINANCIAL SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $163,918 | TotalIncomeAmt |
| End Of Year Assets | $404,280 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENINSULA FAMILY SERVICE | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| HILLSBOROUGH AUXILIARY TO PENINSULA FAMILY SERVICE | |||||||||
| PO BOX 2086 | BURLINGAME | CA | 94011 | 946127204 | SUPPORTING PENINSULA FAMILY SERVICE | CA | 501(C)(3) | LINE 12D, III-O | 0 |
| FOOTHILL AUXILIARY TO PENINSULA FAMILY SERVICE | |||||||||
| 1259 EL CAMINO REAL 186 | MENLO PARK | CA | 94025 | 943250535 | SUPPORTING PENINSULA FAMILY SERVICE | CA | 501(C)(3) | LINE 12C, III-FI | 0 |
| RED-CAR-BEL AUXILIARY INC | |||||||||
| 1589 LAUREL ST | SAN CARLOS | CA | 94070 | 942926905 | SUPPORTING PENINSULA FAMILY SERVICE | CA | 501(C)(3) | LINE 10 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |