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Nonprofiteer
← SELF-HELP FOR THE ELDERLY

Form 990 for tax year 2023

Filed by SELF-HELP FOR THE ELDERLY.

Totals

Total revenue
$40,470,563
Total expenses
$33,179,167
Contributions and grants received
$34,392,258
Grants paid
$0
Program service revenue
$5,875,924
Investment income
$356,932
Other revenue
-$154,551
Total assets, end of year
$35,033,579
Total liabilities, end of year
$8,704,201
Net assets or fund balances, end of year
$26,329,378
Program services expenses (Part IX)
$29,929,004
Management and general expenses
$2,860,126
Fundraising expenses
$390,037
Program service expenses (Part III)
$29,929,004

Program services were 90.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $1,057,518

  • 1e · Government grants (contributions)

    $30,390,507

  • 1f · All other contributions, gifts and grants

    $2,944,233

  • 1g · Noncash contributions included above

    $26,176

  • 2a · Program service revenue: HOUSEKEEPING/HOME HEALTH AIDE

    total $1,908,636 · related or exempt $1,908,636

  • 2b · Program service revenue: MEDI-CAL & MEDICARE

    total $1,825,210 · related or exempt $1,825,210

  • 2c · Program service revenue: HOME HEALTH CARE

    total $1,077,107 · related or exempt $1,077,107

  • 2d · Program service revenue: BOARD & CARE

    total $767,243 · related or exempt $767,243

  • 2e · Program service revenue: ALL OTHER PROGRAMS

    total $251,566 · related or exempt $251,566

  • 2f · All other program service revenue

    total $46,162 · related or exempt $46,162

  • 3 · Investment income

    total $356,932 · excluded $356,932

  • 8a · Fundraising events: gross income

    $70,325

  • 8a · Fundraising events: contributions included on line 1c

    $1,057,518

  • 8b · Fundraising events: direct expenses

    $269,233

  • 8c · Net income from fundraising events

    total -$198,908 · excluded -$198,908

  • 11a · Other revenue: MISCELLANEOUS

    total $28,639 · excluded $28,639

  • 11b · Other revenue: INSURANCE RECOVERIES

    total $15,718 · excluded $15,718

  • 11e · Other revenue, total

    $44,357

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $504,057 · program services $201,622 · management and general $302,435

  • 7 · Other salaries and wages

    total $15,450,334 · program services $13,889,343 · management and general $1,333,768 · fundraising $227,223

  • 8 · Pension plan contributions

    total $251,133 · program services $229,933 · management and general $17,646 · fundraising $3,554

  • 9 · Other employee benefits

    total $2,302,730 · program services $2,074,288 · management and general $196,790 · fundraising $31,652

  • 10 · Payroll taxes

    total $1,227,752 · program services $1,095,200 · management and general $115,971 · fundraising $16,581

  • 11c · Fees: accounting

    total $66,118 · management and general $66,118

  • 11g · Fees: other

    total $3,610,266 · program services $3,467,504 · management and general $109,587 · fundraising $33,175

  • 12 · Advertising and promotion

    total $108,616 · program services $56,713 · management and general $47,975 · fundraising $3,928

  • 13 · Office expenses

    total $910,960 · program services $770,464 · management and general $101,666 · fundraising $38,830

  • 16 · Occupancy

    total $1,621,087 · program services $1,451,586 · management and general $146,624 · fundraising $22,877

  • 17 · Travel

    total $255,365 · program services $241,909 · management and general $13,016 · fundraising $440

  • 19 · Conferences, conventions and meetings

    total $155,940 · program services $116,685 · management and general $37,979 · fundraising $1,276

  • 20 · Interest

    total $81,653 · program services $80,558 · management and general $1,095

  • 22 · Depreciation, depletion and amortization

    total $426,387 · program services $95,676 · management and general $330,711

  • 23 · Insurance

    total $369,211 · program services $355,650 · management and general $10,484 · fundraising $3,077

  • 24a · Other expenses: MEAL COSTS

    total $4,615,525 · program services $4,614,690 · fundraising $835

  • 24b · Other expenses: SUBSIDY EXPENSES

    total $618,131 · program services $618,131

  • 24c · Other expenses: PROGRAM EXPENSES

    total $440,002 · program services $434,093 · management and general $5,874 · fundraising $35

  • 24d · Other expenses: MEDICAL SUPPLIES

    total $12,987 · program services $12,987

  • 24e · All other expenses

    total $150,913 · program services $121,972 · management and general $22,387 · fundraising $6,554

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $7,325,246 · end of year $3,721,182

  • 2 · Savings and temporary cash investments

    beginning of year $2,145,217 · end of year $4,818,992

  • 3 · Pledges and grants receivable

    beginning of year $4,409,094 · end of year $5,765,059

  • 4 · Accounts receivable

    beginning of year $558,195 · end of year $603,131

  • 9 · Prepaid expenses and deferred charges

    beginning of year $57,361 · end of year $183,404

  • 10a · Land, buildings and equipment: cost or other basis

    $13,312,002

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,902,342

  • 10c · Land, buildings and equipment, net

    beginning of year $3,256,922 · end of year $9,409,660

  • 11 · Investments: publicly traded securities

    beginning of year $5,500,252 · end of year $6,450,645

  • 15 · Other assets

    beginning of year $3,492,050 · end of year $4,081,506

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,300,782 · end of year $3,505,164

  • 19 · Deferred revenue

    beginning of year $179,139 · end of year $315,730

  • 23 · Secured mortgages and notes payable

    beginning of year $1,656,935 · end of year $1,596,641

  • 25 · Other liabilities

    beginning of year $2,021,288 · end of year $3,286,666

  • 27 · Net assets without donor restrictions

    beginning of year $13,755,976 · end of year $16,899,364

  • 28 · Net assets with donor restrictions

    beginning of year $4,830,217 · end of year $9,430,014

Mission and programs · 2023

Mission

SELF-HELP FOR THE ELDERLY STRIVES TO PROMOTE THE INDEPENDENCE, WELL-BEING, AND DIGNITY FOR OLDER ADULTS THROUGH CULTURALLY ALIGNED SERVICES AND PROGRAMS IN THE SAN FRANCISCO BAY AREA.

Activities or mission (Part I)

TO PROVIDE TRUSTWORTHY AND DEVOTED CARE FOR SENIORS TO PROMOTE THEIR INDEPENDENCE, DIGNITY, AND SELF-WORTH.

  • MEALS AND ACTIVITIES: SELF-HELP OPERATES MULTI-SERVICE SENIOR CENTERS IN SAN FRANCISCO, SAN MATEO, AND SANTA CLARA COUNTIES. THE CENTERS PROVIDE A HOT LUNCH AND OFFER RECREATIONAL AND EDUCATIONAL ACTIVITIES, TRANSLATION, INFORMATION, AND REFERRAL SERVICES. THE HOME DELIVERY MEALS PROGRAM PROVIDES MEALS TO HOMEBOUND SENIORS ONCE A DAY.

    Expenses $9,996,922 · Revenue $46,162

  • EMPLOYMENT AND TRAINING: THE EMPLOYMENT TRAINING AND ECONOMIC DEVELOPMENT DEPARTMENT (ETED) IS FUNDED PRIMARILY BY THE SAN FRANCISCO MAYOR'S OFFICE OF ECONOMIC AND WORKFORCE DEVELOPMENT. ETED PROVIDES TRAINING, COUNSELING AND EMPLOYMENT, WITH A MISSION TO PROVIDE QUALITY WORKFORCE SERVICES TO JOB SEEKERS AND EMPLOYERS, AND TO DEVELOP BUSINESS SERVICES THAT EMPLOY SKILLED WORKERS AND SUPPORT ECONOMIC SELF-SUFFICIENCY. A NEIGHBORHOOD-BASED "ONE-STOP" JOB CENTER UNDER THIS PROGRAM PROVIDES INFORMATION AND REFERRALS, JOB PREPARATION, AND PLACEMENT SERVICES.

    Expenses $8,450,933 · Revenue $62,998

  • SOCIAL SERVICES/TEAM/CHANGES: THESE SERVICES INCLUDE CASE MANAGEMENT, COUNSELING, ASSISTING CLIENTS IN COMPLETING FORMS, AND TRANSLATING FORMS AND DOCUMENTS FOR SENIORS. TELECOMMUNICATIONS EDUCATION AND ASSISTANCE IN MULTIPLE LANGUAGES (TEAM) AND COMMUNITY HELP AND AWARENESS OF NATURAL GAS AND ELECTRIC SERVICES (CHANGES) PROGRAMS FOCUS ON PROVIDING OUTREACH, EDUCATION, AND DISPUTE RESOLUTION SERVICES TO CONSUMERS WITH LIMITED ENGLISH PROFICIENCY RELATED TO TELECOMMUNICATION AND ELECTRICITY AND NATURAL GAS BILLS AND ISSUES.

    Expenses $5,990,286 · Revenue $14,410

  • HOUSING: THIS PROGRAM CONSISTS OF THE LOW-INCOME HOUSING OPERATIONS OF PINE VIEW, AUTUMN GLOW AND LINCOLN COURT.IN-HOME SUPPORTIVE SERVICES: THIS PROGRAM PROVIDES SHORT-TERM PERSONAL CARE ASSISTANCE AND HOUSEKEEPING SERVICES TO FRAIL SENIORS.HOME HEALTH CARE: SELF-HELP IS A MEDICARE-CERTIFIED, STATE-LICENSED HOME HEALTH CARE AGENCY. SERVICES INCLUDE SKILLED NURSING, PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES, MEDICAL SOCIAL SERVICES, AND CERTIFIED HOME HEALTH AIDE SERVICES. SERVICES ARE PROVIDED PURSUANT TO A PHYSICIAN'S ORDERS AND TAKE PLACE IN THE PATIENT'S HOME.BOARD AND CARE: SELF-HELP PROVIDES PERSONAL CARE, ROUND-THE-CLOCK SUPERVISION, ACTIVITIES, ROOM, BOARD, AND HOUSEKEEPING SERVICES IN AUTUMN GLOW ALZHEIMER'S CARE HOME.ADULT DAY SERVICES: THE DAY SERVICES CENTER PROVIDES A DAY-LONG PROGRAM OF NURSING, MEDICAL SOCIAL SERVICES, PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES AND ACTIVITIES TO FRAIL SENIORS AND THOSE AFFLICTED WITH ALZHEIMER'S DISEASE OR OTHER DEMENTIA.HOSPICE: SELF-HELP IS A MEDICARE-CERTIFIED AND STATE-LICENSED HOSPICE THAT PROVIDES SERVICES TO TERMINALLY ILL PATIENTS. SERVICES INCLUDE SKILLED NURSING, CERTIFIED HOME HEALTH AIDE SERVICES, MEDICAL SOCIAL SERVICES, COUNSELING, AND PHYSICAL THERAPY. THE HOSPICE TEAM, UNDER THE DIRECTION OF THE HOSPICE MEDICAL DIRECTOR, COLLABORATES WITH PATIENTS AND THEIR FAMILIES TO DESIGN AN INDIVIDUALIZED PLAN OF CARE FOR THE PATIENT.

    Expenses $5,490,863 · Revenue $5,752,354

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Anni Chung

    PRESIDENT & CEO

    Total calculated
    $284,967
    From this org
    $263,639
    From related orgs
    $0
    Other
    $21,328
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $263,639
    Bonus
    $0
    Other
    $0
    Deferred
    $6,604
    Nontaxable benefits
    $14,724
    Filer's total
    $284,967

  • Nicholas Jay

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 0.2 related

  • Anne Hinton

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Janie Kaung

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 0.2 related

  • William Schulte

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 0.2 related

  • Dickson Sum

    VICE-CHAIR OF REAL ESTATE

    Total calculated
    $0
    Hours/week
    1

  • Jerry Lee Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Angel K Chen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tilly Chang

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 0.2 related

  • Yat-Pang Au

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joseph Lau

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 0.2 related

  • Sebastian Wong

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dominic Li

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Randall Low

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 0.2 related

  • Magdalen Mui

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mary Chang

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Vicky M Wong

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Paul Zen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Releny Nair

    CHIEF FINANCIAL OFFICER

    Total calculated
    $204,303
    From this org
    $174,260
    From related orgs
    $0
    Other
    $30,043
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $174,260
    Bonus
    $0
    Other
    $0
    Deferred
    $5,414
    Nontaxable benefits
    $24,629
    Filer's total
    $204,303

  • Wendy Lau

    HUMAN RESOURCES OFFICER

    Total calculated
    $151,465
    From this org
    $125,266
    From related orgs
    $0
    Other
    $26,199
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,266
    Bonus
    $0
    Other
    $0
    Deferred
    $2,772
    Nontaxable benefits
    $23,427
    Filer's total
    $151,465

  • Winnie H Yu

    PROGRAMS & ADMIN DIRECTOR

    Total calculated
    $158,775
    From this org
    $133,377
    From related orgs
    $0
    Other
    $25,398
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,377
    Bonus
    $0
    Other
    $0
    Deferred
    $4,002
    Nontaxable benefits
    $21,396
    Filer's total
    $158,775

  • Iong Mao Lio

    SYSTEMS ADMINISTRATOR

    Total calculated
    $140,743
    From this org
    $116,776
    From related orgs
    $0
    Other
    $23,967
    Hours/week
    40

  • Lici Huang

    DIRECTOR OF HR

    Total calculated
    $139,722
    From this org
    $113,713
    From related orgs
    $0
    Other
    $26,009
    Hours/week
    40

  • Jianhui Tan

    IT MANAGER

    Total calculated
    $134,719
    From this org
    $111,166
    From related orgs
    $0
    Other
    $23,553
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
SELF-HELP FOR THE ELDERLY PARTICIPATES IN THE ANNUAL SURVEY OF COMPENSATION AND BENEFITS OF OVER 350 NON-PROFIT ORGANIZATIONS IN THE NORTHERN CALIFORNIA. THE ORGANIZATION EVALUATES COMPENSATION AND BENEFITS BASED ON THE SIZE, LOCATION, JOB CLASSIFICATION, AND RESPONSIBILITY & NORMALLY SETS THE RANGE AROUND THE 50 PERCENTILE OF THE MEDIAN. THE COMPENSATION IS APPROVED BY THE BOARD AND DOCUMENTED IN THE MINUTES. THE PRESIDENT AND CEO DOES NOT PARTICIPATE IN THE APPROVAL OF HER COMPENSATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • LINCOLN COURT ASSOCIATES

    RELATED · AFFORDABLE HOUSING · CA · 99.51% owned · share of income -$631,042 · share of assets $15,826,045 · general or managing partner

    Directly controlled by SELF-HELP FOR THE ELDERLY

Provenance

Return type
form_990
Tax year
2023
Filed
17 March 2025
IRS schema version
2023v6.0
Source object
202530939349301818

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