Peninsula Shepherd Center PCSC

Nonprofit profile at a glance

EIN
953626528
IRS 990 coverage
2012–2024
Forms available
Form 990 2024, Form 990-EZ 2022
Location
San Diego, CA, USA
Phone
6192231640
Rating
74
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$260,786
Expenses
$252,639
Assets
$224,044
Liabilities
$4,226

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • Mary Brown (Vice President)
  • Scott Walls (Vice President)
  • Rosemary Barnes (President)

Highest reported compensation

  • Lisa Nokes (Exec. Director): $64,000 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2024

Other Programs In 2023 our Summer Celebration fundraiser raised $39,456. Our Fall Campaign with approximately 100 donors raised $23,715. We hosted the following programs which do not generate revenue in excess of their expenses:1. Monthly Needler knitting group sessions with an average of 8 seniors in attendance at each session;2. Weekly Bingo sessions with an average of 15 seniors in attendance;3. Monthly Excursions and PSC Walks with an average of 10 seniors attending each event;4. Monthly Chat and Fold sessions with an average of 10 seniors attending each session;5. Monthly Birthday parties with an average of 15 seniors attending each party;6. Monthly Movie Days with an average of 7 seniors attending each event;7. Monthly Lunch Bunch with presentations with an average of 30 seniors attending each month;8. Conducted a Porch Visit program serving an average of 40 homebound seniors bi-monthly;9. Conducted a Computer Technology Tablet program (CTTP) delivering computer tablets to seniors and held bi-weekly computer classes with an average of 5 seniors in attendance each class.

Operating model

Revenue model
Donor-supported. 72% of the money available for current operations came from contributions and gifts.
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

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 67
  • Transparency & Controls: 86
  • Accountability: 70
  • Sustainability: 39
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 65.4%; rating input score 65
  • Program expense ratio: 77.2%; rating input score 77
  • Fundraising efficiency: $15.06 raised per $1 spent on fundraising; rating input score 50; 50th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 92.9%; rating input score 93; 25th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 2 of 7 controls in place; rating input score 29
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 3.1%; rating input score 47; 47th percentile among comparable filings
  • Total-asset coverage ratio: 0.89; rating input score 37; 37th percentile among comparable filings
  • Liabilities to assets ratio: 0.02; rating input score 41; 41st percentile among comparable filings
  • Officer compensation ratio: 25.3%; rating input score 14; 14th percentile among comparable filings

Growth

  • Program expense growth: 22.5% per year; rating input score 100; 86th percentile among comparable filings
  • Revenue growth: 4.3% per year; rating input score 100; 48th percentile among comparable filings
  • Asset growth: 0.3% per year; rating input score 100; 26th percentile among comparable filings

Details

  • Where the money goes: 65.4% of revenue deployed · 77.2% of spending went to programs
  • Governance: 10 of 10 board members independent · 2 of 7 filing controls reported
  • Programs: 3 filed program accomplishments · $195K in reported program spending
  • Leadership: top reported pay $64K · 12 people listed
  • Consistency: 27 of 28 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 3 filing years from 2012 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • 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 — Accountability: Governance controls: 4 of 6 not reported.
  • Review — Financial Efficiency: Fundraising efficiency scored 50/100.
  • Moderate — Sustainability: Operating margin scored 47/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 37/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • High — Sustainability: Officer compensation ratio scored 14/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 41/100.