Palos Verdes Peninsula Village Inc

Nonprofit profile at a glance

EIN
471928681
IRS 990-EZ coverage
2015–2025
Forms available
Form 990 2022, Form 990-EZ 2025
Location
Palos Verdes Estates, CA, USA
Phone
3109913324
Rating
90
Verdict
STRONG
Rating confidence
Moderate
Sector
Human Service Organizations

Official website

Reported finances

Revenue
$170,462
Expenses
$182,447
Assets
$403,292
Liabilities
$23,233

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • Monique Sugimoto (President)

People named in this filing

  • Laura Diepenbrock (Executive Dir.)
  • Monique Sugimoto (President)
  • Terry McGovern (Director)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The vision of the Peninsula Village is a community where members continue to grow, engage with one another, and age with independence, dignity, and purpose. Through its volunteers and referrals, it provides support and services for its members who have chosen to live in the communities and homes they love as they get older.

What it reported doing in 2025

Member benefits include: services such as door-to-door transportation, minor home maintenance and household help, educational, cultural, and social programs, technology assistance and social media help, referrals such as home health care, legal, financial, and many home service providers, intergenerational connections and member generated activities and affinity groups. The Organization has 105 members, 63 volunteers (890 volunteer hours), 530 service requests (transportation- 58%, handyman services- 26%, tech - 13% other 3%), and 240 events (approximately 20 per month).

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 86
  • Transparency & Controls: 100
  • Sustainability: 36
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 87.9%; rating input score 88
  • Program expense ratio: 82.1%; rating input score 82

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: -7%; rating input score 17; 17th percentile among comparable filings
  • Total-asset coverage ratio: 2.21; rating input score 82; 82nd percentile among comparable filings
  • Liabilities to assets ratio: 0.06; rating input score 25; 25th percentile among comparable filings
  • Officer compensation ratio: 45.5%; rating input score 6; 6th percentile among comparable filings

Growth

  • Program expense growth: 13% per year; rating input score 100; 65th percentile among comparable filings
  • Revenue growth: 7.8% per year; rating input score 100; 56th percentile among comparable filings
  • Asset growth: 16.9% per year; rating input score 100; 73rd percentile among comparable filings

Details

  • Where the money goes: 87.9% of revenue deployed · 82.1% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $150K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 9 filing years from 2015 to 2025
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 17/100.
  • High — Sustainability: Officer compensation ratio scored 6/100.
  • High — Sustainability: Liabilities to assets ratio scored 25/100.