2024-05-10T11:26:35-05:00 2023-06-30 946214841 ARMANINO LLP 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2022-07-01 941186169 PENINSULA FAMILY SERVICE PENI 6504034300 24 2ND AVENUE SAN MATEO CA 94401 HEATHER CLEARY CEO 6504034300 2024-05-09 1 HEATHER CLEARY 999009999 0 MATTHEW PETROSKI P00853132 9257902600 2024-04-24 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HEATHER CLEARY 24 2ND AVENUE SAN MATEO CA 94401 20181664 0 X WWW.PENINSULAFAMILYSERVICE.ORG X 1950 CA 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. 16 16 264 413 0 0 17050575 19607192 13130 12431 238112 244677 0 0 17301817 19864300 0 0 0 0 12153957 14254170 0 0 1224090 4814977 5263483 16968934 19517653 332883 346647 11162241 12788131 3076078 4246045 8086163 8542086 X PENINSULA FAMILY SERVICE PROVIDES COMPREHENSIVE SERVICES THAT SUPPORT INDIVIDUALS AND FAMILIES AT VARIOUS STAGES OF LIFE. FOUNDED IN 1950, PFS HAS SERVED OUR COMMUNITY FOR 74 YEARS, PROVIDING INNOVATIVE, PROFESSIONALLY-LED, LOCALLY TARGETED (CONTINUED ON SCHEDULE O...)SOLUTIONS TO SECURE THE WELLNESS AND STABILITY OF OUR NEIGHBORS. WE PROVIDE THESE SERVICES IN FOUR PRIORITY PROGRAM AREAS: EARLY LEARNING, OLDER ADULT SERVICES, EMPLOYMENT SERVICES AND FINANCIAL EMPOWERMENT. 0 0 12111125 4066 EARLY LEARNING PROGRAM EIGHT (8) CHILD DEVELOPMENT CENTERS - PROVIDE CHILDREN (AGES 6 WEEKS TO 12 YEARS) FROM LOW-INCOME AND POVERTY-LEVEL FAMILIES, INCLUDING THOSE WHO ARE UNHOUSED, WITH A SAFE, NURTURING ENVIRONMENT WHERE THEY ARE CAN LEARN, SOCIALIZE, AND THRIVE. NUTRITIOUS MEALS - PFS PROVIDES LUNCH AND A MORNING AND AFTERNOON SNACK. THE EARLIEST YEARS FROM INFANCY TO PRESCHOOL FORM A CRITICAL GROWTH STAGE WHEN MORE THAN 80 PERCENT OF BRAIN DEVELOPMENT OCCURS. WE CONCENTRATE OUR EARLY LEARNING EFFORTS ON THE NEIGHBORHOODS AND POPULATIONS THAT NEED IT MOST. (CONTINUED ON SCHEDULE O...)THERAPEUTIC INTERVENTIONS - PFS IS KNOWN FOR EXCELLENCE IN ASSESSMENT AND CUSTOMIZED, TARGETED INTERVENTIONS FOR OUR CHILDREN WHO HAVE EXPERIENCED TRAUMA.SERVING UNHOUSED FAMILIES AND CHILDREN -TWO OF OUR EARLY LEARNING CENTERS ARE DEDICATED TO CHILDREN LIVING IN TRANSITIONAL OR EMERGENCY HOUSING.HIGH-QUALITY CURRICULUM- IS TAUGHT IN EACH OF OUR CLASSROOMS FOR INFANTS, TODDLERS, PRESCHOOL, AND SCHOOL AGE CHILDRENSTEM FROM THE START PROGRAM - BUILDS COMPREHENSIVE STEM CURRICULUM AND FULLY TRAINED TEACHERS FOR OUR CHILDREN FROM INFANTS THROUGH SCHOOL-AGE.SCHOOL-AGE AFTER SCHOOL AND SUMMER PROGRAMS- CLUB PROGRAM OF AFTER-SCHOOL AND SUMMER LEARNING FOR CHILDREN AGES 5 TO 11 (KINDERGARTEN THROUGH 5TH GRADE).FAMILY ENGAGEMENT- PFS CONNECTS FAMILIES TO PHYSICAL AND BEHAVIORAL HEALTH RESOURCES; WORK ONE-ON-ONE WITH PARENTS TO ENSURE THEIR NEEDS ARE MET; AND EDUCATE PARENTS ON THE LATEST TECHNIQUES TO NURTURE THEIR CHILDREN'S DEVELOPMENT DURING THE CRITICAL EARLY YEARS.BANKING ALTERNATIVES - INDIVIDUALS WHO DO NOT HAVE ACCESS TO TRADITIONAL BANKING SERVICES AND ACCOUNTS CAN ACCESS TOOLS TO BUILD THEIR CREDIT, SUCH AS ZERO-INTEREST SOCIAL LOANS (LENDING CIRCLES), AND A VISA PREPAID DEBIT CARD.YOUTH FINANCIAL WORKSHOPS YOUTH AGES 13 19 YEARS GAIN INDEPENDENCE, RESPONSIBILITY, EMERGENCY PREPAREDNESS, CREDIT MANAGEMENT, LIFE SKILLS, AND WAYS TO REDUCE STRESS. 1937835 6845 OLDER ADULT SERVICESPEER COUNSELING - 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 AFRICAN AMERICAN & LGBTQ+ COMMUNITY.FAIR OAKS ADULT ACTIVITY CENTER- OLDER ADULTS IMPROVE HEALTH, SOCIAL LIVES, AND PERSONAL FULFILLMENT. PARTICIPANTS HAVE ACCESS TO GROUP SOCIAL ACTIVITIES, FITNESS CLASSES, HEALTH SCREENINGS, INFORMATION, AND A NUTRITIOUS MEAL. (CONTINUED ON SCHEDULE O...)TECHNOLOGY-BASED SUPPORT- PFS OFFERS TWO WORKSHOPS TO PROVIDE SUPPORT AND TRAINING TO EMPOWER OLDER ADULTS TO USE SMART PHONE, TABLET, AND COMPUTER TECHNOLOGY EFFECTIVELY.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, HILLSBOROUGH, HALF MOON BAY, MONTARA, EL GRANADA, MOSS BEACH, AND TO THE SAN FRANCISCO INTERNATIONAL AIRPORT. DRIVERS ARE TRAINED TO PROVIDE "ARM IN ARM" SUPPORT AND VEHICLES ARE FULLY ACCESSIBLE FOR PASSENGERS. 1660262 EMPLOYMENT SERVICESPFS IS LEADING EMPLOYMENT FOR ADULTS AGE 50+ WITH TWO UNIQUE PROGRAMS.THE SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM (SCSEP) ASSISTS ADULTS AGE 55+ LIVING IN SAN MATEO COUNTY IN THEIR SEARCH FOR EMPLOYMENT BY PROVIDING GUIDANCE, DIRECTION, RESOURCES, PAID INTERNSHIPS, JOB MATCHS, AND PLACEMENT.MATURE WORKER PROGRAM - AGE 50+ LIVING IN SANTA CLARA COUNTY IN COLLABORATION WITH NOVAWORKS. PARTICIPANTS LEARN AGE-NEUTRAL RESUME WRITING AND INTERVIEW STRATEGIES, (CONTINUED ON SCHEDULE O...)HAVE OPPORTUNITIES TO NETWORK, AND ATTEND SPECIALIZED WORKSHOPS. 552150 1520 FINANCIAL EMPOWERMENTFINANCIAL 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 AUTO LOANS- QUALIFIED PARTICIPANTS ARE OFFERED AUTO LOANS TO PURCHASE USED VEHICLES AND TO IMPROVE CREDIT SCORES. THESE PARTICIPANTS DO NOT QUALIFY FOR LOANS THROUGH MAINSTREAM LENDERS. 552150 1520 16261372 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 59 0 1 264 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X HEATHER CLEARY 6504034300 24 2ND AVENUE SAN MATEO CA 94401 RON LYNCH CHAIR 5.00 X X 0 0 0 SHEILA CANZIAN CHAIR-ELECT 5.00 X X 0 0 0 SHARON HARTLEY VICE CHAIR 5.00 X X 0 0 0 EUREE KIM SECRETARY 5.00 X X 0 0 0 BENNETT SURAJAT TREASURER 5.00 X X 0 0 0 SUZANNE BOUTIN BOARD MEMBER 2.00 X 0 0 0 ELENOA FUKA BOARD MEMBER 2.00 X 0 0 0 PERLA GARCIA BOARD MEMBER 2.00 X 0 0 0 DEBBIE HARRISON BOARD MEMBER 2.00 X 0 0 0 ELIZABETH JENSON BOARD MEMBER 2.00 X 0 0 0 LISA KEARNS BOARD MEMBER 2.00 X 0 0 0 PHILIP MCLEOD BOARD MEMBER 2.00 X 0 0 0 MARIA TERESA SANCHEZ PALMA BOARD MEMBER 2.00 X 0 0 0 HEIDY PELAEZ BOARD MEMBER 2.00 X 0 0 0 MONIQUE SPYKE BOARD MEMBER 2.00 X 0 0 0 RUTH WISNOM BOARD MEMBER 2.00 X 0 0 0 HEATHER CLEARY CHIEF EXECUTIVE OFFICER 40.00 X 276323 0 22485 INESSA SHISHMANYAN CHIEF FINANCIAL OFFICER 40.00 X 225055 0 6956 VICKI DAVIS CHIEF HR OFFICER 40.00 X 207688 0 14707 DEBORAH MILLER CHIEF ADVANCEMENT OFFICER 40.00 X 208591 0 7055 CHARLES HANSEN CHIEF PROGRAM OFFICER 40.00 X 139395 0 12794 1057052 0 63997 5 0 1 0 VARSITY TECHNOLOGIES 1390 MARKET STREET SUITE 1100 SAN FRANCISCO CA 94012 IT SERVICES 418965 L&E CLEANING COMPANY 1027 INGLEWOOD STREET HAYWARD CA 94544 JANITORIAL SERVICES 293733 REVOLUTION FOODS PO BOX 742759 LOS ANGELES CA 90074 FOOD CATERING 287625 CREEKSIDE GRILL 9000 CROW CANYON RD SUITE 610 DANILLE CA 94506 FOOD CATERING 109948 4 15400690 4206502 878210 19607192 FEES FOR SERVICES 611710 8270 8270 OTHER REVENUE 900099 4161 4161 12431 242557 242557 319484 317364 2120 2120 2120 19864300 12431 0 244677 1140213 266530 620634 253049 10447483 9186294 703545 557644 171517 142226 16217 13074 1573811 1414550 101719 57542 921146 773784 86936 60426 46174 46174 14070 14070 535402 487534 12660 35208 156437 139399 10319 6719 572961 526252 10371 36338 883389 853625 11264 18500 31520 15724 15400 396 165052 137103 21702 6247 426149 113896 312253 103087 94048 5507 3532 INKIND EXPENSES 878210 878210 REFRESHMENTS AND FOOD 596802 584730 10256 1816 PUBLIC RELATIONS 358831 187779 950 170102 SUPPLIES 332440 322987 7319 2134 162959 136701 24895 1363 19517653 16261372 2032191 1224090 704881 1281104 677736 2189886 1970585 283348 358889 276701 317157 11186067 7100482 4024732 4085585 3002256 3824289 2701 950522 11162241 12788131 2452227 1877520 215816 1075199 332457 1251852 75578 41474 3076078 4246045 X 4565392 4151510 3520771 4390576 8086163 8542086 11162241 12788131 346647 109276 0 X 0 1 X 1 1 1 X 12924249 13622593 15780849 17050574 19607192 78985457 12924249 13622593 15780849 17050574 19607192 78985457 78985457 175016 237822 239302 228446 242557 1123143 13132 16373 58177 87682 80196282 425852 0.98490 0.98450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19843454 19843454 1000000 250000 0 0 844386 942756 998447 1000000 3785589 5678384 17318 17318 211097 235689 249612 250000 946398 1419597 17318 17318 1991742 22500 158270 79038 2093474 2206176 -121692 92742 1991742 1836624 554343 184791 2206176 1970724 125911 260011 1836624 1960295 216544 206115 1970724 0.00000 0.66850 0.33150 0 0 987266 987266 1438380 4726437 -3288057 6977107 1022297 5954810 1578700 1351748 226952 204614 204614 4085585 RIGHT OF USE ASSET 947821 REFUNDABLE DEPOSITS 2701 950522 RESERVE FOR LOAN GUARANTEES 41474 41474 X 20780919 109276 704410 117003 930689 19850230 14070 14070 19864300 20324996 704410 117003 821413 19503583 14070 14070 19517653 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, 2023, 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: DFW REVENUE/BAD DEBT OFFSET 117,003. PART XII, LINE 2D - OTHER ADJUSTMENTS: DFW REVENUE/BAD DEBT OFFSET 117,003. X X X X 0 0 0 0 0 0 0 0 0 HEATHER CLEARY CHIEF EXECUTIVE OFFICER 275896 0 0 0 427 0 7949 0 14536 0 298808 0 0 0 INESSA SHISHMANYAN CHIEF FINANCIAL OFFICER 223008 0 0 0 2047 0 6091 0 865 0 232011 0 0 0 VICKI DAVIS CHIEF HR OFFICER 207261 0 0 0 427 0 6013 0 8694 0 222395 0 0 0 DEBORAH MILLER CHIEF ADVANCEMENT OFFICER 206544 0 0 0 2047 0 6115 0 940 0 215646 0 0 0 CHARLES HANSEN CHIEF PROGRAM OFFICER 139021 0 0 0 374 0 3179 0 9615 0 152189 0 0 0 X 2 878210 FMV 0 0 1 1 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. NO SUCH ITEMS WERE CONTRIBUTED IN THE CURRENT YEAR. 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 PURSUING 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. DRIVE FORWARD LLC 24 SECOND AVENUE SAN MATEO CA 94401 473338157 FINANCIAL SERVICES CA 563135 457718 PENINSULA FAMILY SERVICE 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 N/A 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 N/A 0 RED-CAR-BEL AUXILIARY INC 1589 LAUREL ST SAN CARLOS CA 94070 942926905 SUPPORTING PENINSULA FAMILY SERVICE CA 501(C)(3) LINE 10 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0