Nonprofit · EIN 95-3723540
PENINSULA SENIORS
Tax-exempt · RLLNG HLS EST, CA 90274
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $456,037 | $492,270 | -$36,233 | $3,286,754 | $12,013 | $3,274,741 |
| December 31, 2024 | 990 | $361,207 | $420,225 | -$59,018 | $3,098,449 | $13,228 | $3,085,221 |
| December 31, 2023 | 990 | $374,937 | $399,384 | -$24,447 | $2,998,093 | $5,500 | $2,992,593 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $336,071
- of which government grants
- $21,500
- Membership dues
- $131,251
- Program service revenue
- $74,447
- Investment income
- $45,519
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $75,000
- Other salaries and wages
- $89,390
- Salaries, compensation and benefits (total)
- $177,379
- Professional fundraising fees
- $0
- Accounting fees
- $14,920
- Occupancy
- $69,534
- Program services (functional)
- $423,136
- Management and general (functional)
- $61,555
- Fundraising (functional)
- $7,579
Balance sheet and other
- Total assets, start of year
- $3,098,449
- Total assets, end of year
- $3,286,754
- Total liabilities, end of year
- $12,013
- Net assets, end of year
- $3,274,741
- Land, buildings and equipment
- $1,298,358
- Publicly traded securities
- $1,769,809
- Net assets without donor restrictions
- $1,423,908
- Net assets with donor restrictions
- $1,850,833
- Gross receipts
- $456,037
- Employees
- 3
- Volunteers
- 90
- Year formed
- 1982
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Margery Beierschmitt | Executive Dir. Officer | 40 | $75,000 |
| Becky Clark | President Trustee or director, Officer | 10 | $0 |
| John MacAllister | Director Trustee or director | 2 | $0 |
| Julia Parton | Vice President Trustee or director, Officer | 2 | $0 |
| Greg Sparkman | Director Trustee or director | 2 | $0 |
| Tom Hyatt | Secretary Trustee or director, Officer | 2 | $0 |
| Laurie Glover | Director Trustee or director | 2 | $0 |
| Anil Aggarwal | Treasurer Trustee or director, Officer | 2 | $0 |
| Andrew Werts | Director Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Margery Beierschmitt | Executive Dir. Officer | 40 | $68,077 |
| Linda Ralls thru 924 | President Trustee or director, Officer | 10 | $0 |
| Becky Clark | President Trustee or director, Officer | 10 | $0 |
| Vidya Kaushik | Vice President Trustee or director, Officer | 2 | $0 |
| Julia Parton | Director Trustee or director | 2 | $0 |
| Greg Sparkman | Director Trustee or director | 2 | $0 |
| Tom Hyatt | Secretary Trustee or director, Officer | 2 | $0 |
| Jackie Suiter thru 1024 | Director Trustee or director | 2 | $0 |
| Laurie Glover | Director Trustee or director | 2 | $0 |
| Anil Aggarwal | Treasurer Trustee or director, Officer | 2 | $0 |
| Andrew Werts | Director Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGERY BEIERSCHMITT | EXECUTIVE DIRECTOR Key employee | 40 | $57,692 |
| TOM HYATT | DIRECTOR Trustee or director | 2 | $0 |
| GREG SPARKMAN | MEMBERS CHAIR Trustee or director | 4 | $0 |
| LINDA RALLS | PRESIDENT Trustee or director | 20 | $0 |
| JULIA PARTON | DIRECTOR Trustee or director | 2 | $0 |
| ANDREW WERTS | PROGRAMS CHAIR Trustee or director | 4 | $0 |
| CINDY MILLER | SECRETARY Trustee or director | 2 | $0 |
| PINFUN TSAI | DIRECTOR Trustee or director | 1 | $0 |
| SUE MACKENZIE | DIRECTOR Trustee or director | 2 | $0 |
| LAWRENCE MOREAU | DIRECTOR Trustee or director | 2 | $0 |
| ANIL AGGARWAL | TREASURER Trustee or director | 10 | $0 |
| VIDYA KAUSHIK | VICE PRESIDENT Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 602 DEEP VALLEY DR STE 310, RLLNG HLS EST, CA 90274-3749
- Principal officer (990 for 2025)
- Margery Beierschmitt, 602 Deep Valley Drive 310, Rolling Hills Estates, CA 90274
- Signed the 990
- Margery Beierschmitt, Executive Director
- Phone
- (310) 377-3003
- Website
- https://pvseniors.org
- Return prepared by
- Brett Bradbury CPA PC
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3723540 or by the name PENINSULA SENIORS.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Providing activities and services for seniors on the Palos Verdes Peninsula and surrounding areas, fostering community, belonging, and continued engagement that supports physical and mental well-being while combating loneliness and isolation.
Program accomplishments
- 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 1,160 members as of December 31, 2025. Its operating revenue is derived from membership dues, program activities, donations, and community grants.Expenses $423,136 · revenue $74,447
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 95-3723540
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1983
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,286,754
- Income (IRS master file)
- $456,037
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $456,037 | $492,270 | $3,286,754 | IRS |
| 990 | December 2024 | $361,207 | $420,225 | $3,098,449 | XML |
| 990 | December 2023 | $374,937 | $399,384 | $2,998,093 | XML |
| 990 | December 2022 | $362,418 | $407,307 | $2,870,467 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-3723540).
Questions about PENINSULA SENIORS
- What is the EIN of PENINSULA SENIORS?
- The employer identification number (EIN) of PENINSULA SENIORS is 95-3723540.
- Is PENINSULA SENIORS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to PENINSULA SENIORS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PENINSULA SENIORS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PENINSULA SENIORS due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PENINSULA SENIORS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of PENINSULA SENIORS?
- The 990 for the year ended December 31, 2025 names Margery Beierschmitt.
- Who are the officers and directors of PENINSULA SENIORS?
- The 990 for the year ended December 31, 2025 lists 9 people; 1 received compensation from the organization, the highest $75,000 (Margery Beierschmitt, Executive Dir.).
- How much revenue does PENINSULA SENIORS have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $456,037, expenses of $492,270 and total assets of $3,286,754 at year end.
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