2025-11-07T19:00:17-06:00 2024-12-31 941250261 LINDQUIST VON HUSEN & JOYCE LLP 301 HOWARD STREET SUITE 850 SAN FRANCISCO CA 94105 990 2024-01-01 941517101 PENINSULA VOLUNTEER PROPERTIES INC PENI 9256277000 800 MIDDLE AVENUE MENLO PARK CA 94025 PETER J OLSON CEO 9256277000 2025-11-07 1 0 KYLE GANLEY P01443362 4159579999 2024 2025-03-06 01:10:19Z PETER J OLSON 800 MIDDLE AVENUE MENLO PARK CA 94025 5128447 0 X N/A X 1959 CA THE CORPORATION'S EXEMPT PURPOSE IS TO PROVIDE HOUSING FOR LOW INCOME ELDERLY AND HANDICAPPED PEOPLE. 20 19 0 35 0 0 2586120 2594524 662923 692739 850021 1388033 0 0 4099064 4675296 0 0 0 0 444927 477176 0 0 0 1496912 1952300 1941839 2429476 2157225 2245820 26800434 29957739 139691 129011 26660743 29828728 THE CORPORATION'S EXEMPT PURPOSE IS TO PROVIDE HOUSING FOR LOW INCOME ELDERLY AND HANDICAPPED PEOPLE. 0 0 2279992 692739 THE CORPORATION OPERATES TWO APARTMENT BUILDINGS, WHICH HOUSES 93 AND 30 UNITS RESPECTIVELY, FOR LOW-INCOME ELDERLY AND HANDICAPPED PERSONS. 2279992 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 X 9 0 1 0 0 0 0 0 0 0 0 0 0 0 X 20 19 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X BARCELON ASSOCIATES MANAGEMENT CORPORATION 9256277000 590 LENNON LANE SUITE 110 WALNUT CREEK CA 94598 PETER J OLSON CEO 2.00 50.00 X X 0 219234 14696 CANDICE SCHWAB PAST PRESIDENT 1.00 4.00 X X 0 0 0 GEORGIE GLEIM PRESIDENT 1.00 4.00 X X 0 0 0 SANDY FERER VICE PRESIDENT THRU 06/2024 1.00 4.00 X X 0 0 0 ANNA MARIE JANKY SECRETARY 1.00 4.00 X X 0 0 0 HONOR HUNTINGTON TREASURER/VP START 06/2024 1.00 4.00 X X 0 0 0 JANICE CONOMOS TREASURER THRU 06/2024 1.00 4.00 X X 0 0 0 SUSAN SWEENEY BOARD DIRECTOR 1.00 4.00 X 0 0 0 PATRICIA WILKINSON-DEBRINCAT BOARD DIRECTOR 1.00 4.00 X 0 0 0 JAN BARKER BOARD DIRECTOR 1.00 4.00 X 0 0 0 CAROLYN RIANDA BOARD DIRECTOR 1.00 4.00 X 0 0 0 CAROLYN SCHUTZ BOARD DIRECTOR 1.00 4.00 X 0 0 0 DEBORAH GORDON BOARD DIRECTOR 1.00 4.00 X 0 0 0 JEANNE FISCHER BOARD DIRECTOR 1.00 4.00 X 0 0 0 LATA GOEL BOARD DIRECTOR 1.00 4.00 X 0 0 0 VAB GOEL BOARD DIRECTOR 1.00 4.00 X 0 0 0 LINDA DICKINSON BOARD DIRECTOR 1.00 4.00 X 0 0 0 LISA DEAL BOARD DIRECTOR 1.00 4.00 X 0 0 0 LOUISE PATCH BOARD DIRECTOR 1.00 4.00 X 0 0 0 MARK FLEGEL BOARD DIRECTOR 1.00 4.00 X 0 0 0 SANDY FERRANDO BOARD DIRECTOR 1.00 4.00 X 0 0 0 SUSAN MARTIN BOARD DIRECTOR 1.00 4.00 X 0 0 0 0 219234 14696 0 0 1 0 BARCELON ASSOCIATES MANAGEMENT CORP 590 LENNON LN STE 110 WALNUT CREEK CA 94598 PROPERTY MANAGEMENT 138307 1 2594524 2594524 RENTAL INCOME 531120 679223 679223 OTHER INCOME 531390 13516 13516 692739 690321 690321 1150863 453151 697712 697712 697712 4675296 692739 0 1388033 387993 349902 38091 50885 50885 38298 38298 264087 264087 12074 275 11799 32277 32277 66653 66653 13520 13520 3254 3254 44722 44722 307691 307691 52819 52819 OPERATING & MAINTENANCE 445772 445772 UTILITIES 265196 265196 RESIDENT SERVICES 245104 245104 SERVICE COORDINATOR 93512 93512 105619 104955 664 2429476 2279992 149484 0 426556 222421 162579 384620 7185 13575 4439 6352 11299092 8237463 3079795 3061629 22722761 25990297 397119 278845 26800434 29957739 87249 73339 683 1229 51759 54443 139691 129011 X 26660743 29828728 26660743 29828728 26800434 29957739 2245820 922165 0 X X 0 1 X 1 1 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 514105 514105 9195935 6648936 2546999 1589052 1588527 525 3061629 TENANT SECURITY DEPOSITS 54443 54443 X 5597461 922165 922165 4675296 0 4675296 2429476 0 2429476 0 2429476 PART X, LINE 2: PVP BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FEDERAL AND STATE INFORMATION RETURNS FOR THE YEARS 2020 THROUGH 2023 ARE SUBJECT TO EXAMINATION BY REGULATORY AGENCIES, GENERALLY FOR THREE YEARS AND FOUR YEARS AFTER THEY WERE FILED FOR FEDERAL AND STATE, RESPECTIVELY. 0 0 0 0 0 0 0 0 0 PETER J OLSON CEO 0 219234 0 0 0 0 0 0 0 14696 0 233930 0 0 PART I, LINE 3 BOARD OR COMPENSATION COMMITTEE'S APPROVAL IS REQUIRED TO ESTABLISH COMPENSATION OF RELATED ORGANIZATION'S CEO. FORM 990, PART V, LINE 2A & 2B: THE ORGANIZATION HAS NO EMPLOYEES. SALARIES AND WAGES REPORTED IN PART IX, FUNCTIONAL EXPENSES WERE REIMBURSEMENTS TO PROPERTY MANAGEMENT COMPANY. THE AMOUNT WAS LISTED TO CONFORM WITH THE REQUIREMENTS OF FEDERAL AND/OR STATE REGULATORY AGENCY ON AUDITED FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS CONTRACT WITH BARCELON ASSOCIATES MANAGEMNET CORPORATION. THE MANAGEMENT COMPANY IS RESPONSIBLE FOR THE DAY TO DAY OPERATIONS OF THE LOW INCOME HOUSING PROJECT, INCLUDING TENANT SELECTION AND CERTIFICATION, RENT COLLECTION, HIRING AND SUPERVISION OF EMPLOYEES (ALL PROJECT STAFF WERE EMPLOYEES OF THE MANAGEMENT COMPANY), FACILITY MAINTENANCE, ETC. FORM 990, PART VI, SECTION A, LINE 6 THE BOARD OF DIRECTORS CONSTITUTES THE MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY A MAJORITY VOTE OF THE EXISTING MEMBERS OF THE BOARD OF DIRECTORS WHOSE TERMS HAVE NOT YET EXPIRED. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD ELECTRONICALLY RECEIVES THE FORM 990 PRIOR TO REVIEW, DISCUSS AND APPROVE AT THE BOARD MEETING. THE AUDIT COMMITTEE AND THE FINANCE COMMITTEE CHAIRS ARE ABLE TO ANSWER ANY QUESTIONS THAT MAY ARISE. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS RECEIVE AND COMPLETE A QUESTIONNAIRE ANNUALLY REQUIRING THE DISCLOSURE OF ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. IN ADDITION, THERE IS A POLICY REQUIRING SPECIFIC PRIOR APPROVAL, DOCUMENTED IN THE BOARD MINUTES, OF ANY TRANSACTIONS BETWEEN THE CORPORATION AND THE BOARD, ANY MEMBERS OF THE CORPORATION, OR ANY STAFF OR RELATED PERSONS. FORM 990, PART VI, SECTION B, LINE 15 THE RELATED ORGANIZATION'S EXECUTIVE COMMITTEE REVIEWS AND OBTAINS EXECUTIVE SALARY SURVEY AS PART OF THE COMPENSATION CONSIDERATION FOR CEO. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION AT THE OFFICES OF THE PROJECT'S MANAGEMENT AGENT. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSEEING THE AUDIT AND SELECTING THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED. PENINSULA VOLUNTEERS INC 800 MIDDLE AVENUE MENLO PARK CA 94025 941294939 SENIOR SERVICES CA 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0