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Nonprofiteer
← SELFHELP COMMUNITY SERVICES INC

Form 990 for tax year 2022

Filed by SELFHELP COMMUNITY SERVICES INC.

Totals

Total revenue
$102,343,031
Total expenses
$108,513,317
Contributions and grants received
$65,950,270
Grants paid
$2,002,051
Program service revenue
$35,285,845
Investment income
$551,332
Other revenue
$555,584
Total assets, end of year
$90,329,263
Total liabilities, end of year
$65,054,784
Net assets or fund balances, end of year
$25,274,479
Program services expenses (Part IX)
$92,288,912
Management and general expenses
$16,224,405
Fundraising expenses
$0
Program service expenses (Part III)
$92,288,912

Program services were 85.0% 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.

  • 1a · Federated campaigns

    $3,334,179

  • 1d · Related organizations

    $740,439

  • 1e · Government grants (contributions)

    $19,407,359

  • 1f · All other contributions, gifts and grants

    $42,468,293

  • 2a · Program service revenue: HOME CARE SERVICES

    total $31,851,121 · related or exempt $31,851,121

  • 2b · Program service revenue: COMMUNITY PROGRAMS

    total $3,338,285 · related or exempt $3,338,285

  • 2c · Program service revenue: DEVELOPER FEES

    total $96,439 · related or exempt $96,439

  • 3 · Investment income

    total $190,581 · excluded $190,581

  • 7a · Gross sales of assets other than inventory

    securities $7,176,665

  • 7b · Less cost or other basis and sales expenses

    securities $6,815,914

  • 7c · Gain or loss

    securities $360,751

  • 7d · Net gain or loss

    total $360,751 · excluded $360,751

  • 11a · Other revenue: OTHER INCOME

    total $535,804 · excluded $535,804

  • 11b · Other revenue: TRAINING REVENUE

    total $19,780 · excluded $19,780

  • 11e · Other revenue, total

    $555,584

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $233,694 · program services $233,694

  • 2 · Grants to domestic individuals

    total $1,768,357 · program services $1,768,357

  • 5 · Compensation of officers, directors and key employees

    total $3,090,247 · program services $2,757,695 · management and general $332,552

  • 7 · Other salaries and wages

    total $52,194,554 · program services $46,529,680 · management and general $5,664,874

  • 8 · Pension plan contributions

    total $1,543,424 · program services $1,377,331 · management and general $166,093

  • 9 · Other employee benefits

    total $9,413,017 · program services $8,206,373 · management and general $1,206,644

  • 10 · Payroll taxes

    total $5,916,261 · program services $5,279,592 · management and general $636,669

  • 11b · Fees: legal

    total $581,551 · program services $322,744 · management and general $258,807

  • 11c · Fees: accounting

    total $13,931 · program services $7,732 · management and general $6,199

  • 11f · Fees: investment management

    total $63,198 · management and general $63,198

  • 11g · Fees: other

    total $2,862,508 · program services $1,218,360 · management and general $1,644,148

  • 12 · Advertising and promotion

    total $483,772 · program services $311,466 · management and general $172,306

  • 13 · Office expenses

    total $1,743,770 · program services $1,060,773 · management and general $682,997

  • 14 · Information technology

    total $1,278,962 · program services $403,605 · management and general $875,357

  • 16 · Occupancy

    total $4,199,366 · program services $2,649,252 · management and general $1,550,114

  • 17 · Travel

    total $873,303 · program services $810,834 · management and general $62,469

  • 19 · Conferences, conventions and meetings

    total $26,440 · program services $6,901 · management and general $19,539

  • 20 · Interest

    total $167,484 · management and general $167,484

  • 22 · Depreciation, depletion and amortization

    total $521,631 · program services $390,925 · management and general $130,706

  • 23 · Insurance

    total $2,038,178 · program services $191,784 · management and general $1,846,394

  • 24a · Other expenses: CLIENT WELLNESS

    total $16,896,029 · program services $16,896,029

  • 24b · Other expenses: FOOD/KITCHEN SUPPLIES

    total $998,613 · program services $924,929 · management and general $73,684

  • 24c · Other expenses: BAD DEBT

    total $600,793 · management and general $600,793

  • 24d · Other expenses: TRAINING AND SUPPLIES

    total $359,097 · program services $307,584 · management and general $51,513

  • 24e · All other expenses

    total $645,137 · program services $633,272 · management and general $11,865

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,891,833 · end of year $2,529,885

  • 2 · Savings and temporary cash investments

    beginning of year $3,831,047 · end of year $3,761,967

  • 3 · Pledges and grants receivable

    beginning of year $375,883 · end of year $80,258

  • 4 · Accounts receivable

    beginning of year $17,585,390 · end of year $15,403,528

  • 8 · Inventories for sale or use

    beginning of year $136,298 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $379,515 · end of year $118,173

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

    $14,555,738

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

    $12,286,636

  • 10c · Land, buildings and equipment, net

    beginning of year $2,649,531 · end of year $2,269,102

  • 11 · Investments: publicly traded securities

    beginning of year $13,797,205 · end of year $15,669,232

  • 12 · Investments: other securities

    beginning of year $2,396,109 · end of year $2,583,526

  • 13 · Investments: program-related

    beginning of year $770,062 · end of year $770,062

  • 15 · Other assets

    beginning of year $35,810,398 · end of year $47,143,530

  • 17 · Accounts payable and accrued expenses

    beginning of year $10,033,504 · end of year $12,779,983

  • 19 · Deferred revenue

    beginning of year $3,166,578 · end of year $2,859,001

  • 21 · Escrow or custodial account liability

    beginning of year $28,298,635 · end of year $28,101,220

  • 23 · Secured mortgages and notes payable

    beginning of year $3,500,000 · end of year $4,500,000

  • 25 · Other liabilities

    beginning of year $6,988,160 · end of year $16,814,580

  • 27 · Net assets without donor restrictions

    beginning of year $22,902,298 · end of year $17,858,873

  • 28 · Net assets with donor restrictions

    beginning of year $6,734,096 · end of year $7,415,606

Mission and programs · 2022

Mission

A NON-PROFIT ORGANIZATION DEDICATED TO MAINTAINING THE INDEPENDENCE AND DIGNITY OF SENIORS AND AT RISK POPULATIONS THROUGH A SPECTRUM OF SERVICES. SELFHELP IS A NOT-FOR-PROFIT ORGANIZATION DEDICATED TO MAINTAINING THE INDEPENDENCE AND DIGNITY OF SENIORS AND AT-RISK POPULATIONS THROUGH A SPECTRUM OF HOUSING, HOME HEALTH CARE, AND SOCIAL SERVICES AND WILL LEAD IN APPLYING NEW METHODS AND TECHNOLOGIES TO ADDRESS CHANGING NEEDS OF ITS COMMUNITY. SELFHELP WILL CONTINUE TO SERVE AS THE "LAST SURVIVING RELATIVE" TO ITS HISTORIC CONSTITUENCY, VICTIMS OF NAZI PERSECUTION.

Activities or mission (Part I)

TO PROVIDE HOMECARE AND OTHER COMMUNITY-BASED SERVICES IN NYC, NASSAU AND SUFFOLK COUNTIES.

  • SELFHELP'S HOME CARE PROGRAM PROVIDES APPROXIMATELY 2 MILLION HOURS OF HOME CARE EACH YEAR TO APPROXIMATELY 2,500 CLIENTS WHO ARE FRAIL, ELDERLY, OR DISABLED. SERVICES INCLUDE HOME HEALTH CARE, SKILLED NURSING, CHORE ASSISTANCE, HOUSEKEEPING, HOMEMAKING, AND EMERGENCY HOME CARE. SELFHELP EMPLOYS APPROXIMATELY 1,500 HOME CARE AIDES AND TRAINS AIDES IN BOTH SPANISH AND ENGLISH.SELFHELP WAS BORN FROM CRISIS AND HAS WEATHERED ECONOMIC, POLITICAL, HEALTHCARE AND SOCIAL JUSTICE TURBULENCE FOR OVER EIGHT DECADES. DURING ALL OF THESE TIMES, AN HONEST ASSESSMENT OF MISSION, HUMAN AND FINANCIAL RESOURCES, AND INGENUITY HAVE GUIDED THE ORGANIZATION. WHEN WE UNEXPECTEDLY BEGAN OUR RESPONSE TO COVID-19, WE REALIZED THAT A NIMBLE, READY-TO-ACT TASK FORCE WOULD BE NECESSARY TO ADDRESS IMMEDIATE PLANNING, POLICY AND PROCEDURAL MATTERS, SPECIAL STAFF AND CLIENT ISSUES, AND UNFORESEEN CIRCUMSTANCES. A COVID RESPONSE TEAM WAS IMMEDIATELY ESTABLISHED WITH 24-HOUR RESPONSIBILITY, COMPRISED OF SEVERAL MEMBERS OF SELFHELP'S SENIOR MANAGEMENT TEAM.OUR FIRST CONCERN WAS FOR THE SAFETY OF OUR EMPLOYEES. WE DEVELOPED A WORK FROM HOME PLAN THAT WAS IMPLEMENTED WITHIN 48 HOURS AND CONTINUOUSLY MONITORED GOVERNMENT GUIDANCE, ADJUSTED OUR POLICIES AS APPROPRIATE, AND KEPT STAFF ADVISED.SECONDLY, WE WANTED TO MAKE SURE THAT SELFHELP'S FINANCES WOULD BE SECURE, THEREFORE, IN THE FIRST WEEK, WE CONTACTED ALL OF OUR FUNDING SOURCES AT CITY AND STATE AGENCIES, MANAGED CARE COMPANIES AND MANY FOUNDATIONS THAT HAD GRANTED US FUNDS IN THE NORMAL COURSE OF BUSINESS. WE RECEIVED COMMITMENTS FOR ONGOING FUNDING.OUR THIRD AREA OF PRIORITY WAS COMMUNICATIONS. WE IMMEDIATELY DEVELOPED A COMMUNICATIONS PLAN FOR OUR 450 EMPLOYEES AT HOME, 1500 HOME CARE WORKERS, OUR BROADER SUPPORTIVE COMMUNITY, AND OUR BOARDS OF DIRECTORS.OUR FOUNDERS IN 1936 HAD NO ROADMAP OR PRIOR EXPERIENCE WITH THE HUMAN KIND INJUSTICE OF THE HOLOCAUST, YET THEY MANAGED TO AID AND SAVE COUNTLESS PEOPLE WHO MAY VERY WELL HAVE PERISHED IF NOT FOR THEIR INGENUITY AND LIFE-SAVING ACTIONS. AND ONCE SAFE IN THE NEW LAND, SELFHELP'S FOUNDERS DID NOT STOP THERE. THEY WENT ON TO BUILD AN ORGANIZATION THAT WOULD SUPPORT HOLOCAUST SURVIVORS, "UNTIL THERE ARE NO MORE".IT IS RESILIENCE AND INGENUITY THAT GUIDES OUR ABILITY TO THRIVE WITHIN CHANGE AND CAN BE RELIED UPON TO GOVERN SELFHELP IN THE YEARS AHEAD.

    Expenses $46,618,063 · Revenue $31,851,121

  • SELFHELP'S SOCIAL SERVICE PROGRAMS INCLUDE: SPECIALIZED PROGRAMS FOR HOLOCAUST SURVIVORS, SERVING APPROXIMATELY 4,700 INDIVIDUALS EACH YEAR; SIX SENIOR HOUSING COMPLEXES HOUSING 1,000+ SENIOR RESIDENTS WITH SERVICES AVAILABLE ON-SITE; FOUR NATURALLY OCCURRING RETIREMENT COMMUNITIES(NORCS); THREE CASE MANAGEMENT PROGRAMS; SIX SENIOR CENTERS, INCLUDING ONE OF NYC'S FIRST INNOVATIVE SENIOR CENTERS; CLIENT CENTERED TECHNOLOGY; COURT-APPOINTED GUARDIANSHIP; THE SELFHELP ALZHEIMERS RESOURCE PROGRAM(SHARP); AND EMERGENCY CASH ASSISTANCE.

    Expenses $45,670,849 · Grants $2,002,051 · Revenue $3,434,724

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • RAYMOND VJ SCHRAG

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • ERNEST L BIAL

    CO-CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • VICTOR A WYLER

    CO-CHAIR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • STACI BARBER

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • MATTHEW A CANTOR

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • PETER H JAKES

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • RONALD F RIES

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • PETER L SIMMONS

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • DENNIS BAUM

    SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • SCOTT DRASSINOWER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JEFFREY S JACOB

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BARRY KONIG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SCOTT KRAWITZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CAROL LEVIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JERRY LO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WAYNE LOCKE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JESSICA MCCALL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RALPH P MARASH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BRIAN MARCUS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALFRED E NETTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEVIN PORTNOY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LAURA QUIROS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICHARD ROBERTS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANNA SCHNEUR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SHERYL SILVERSTEIN DMD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • SHERYL SIMON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DARON TUBIAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TAI WANG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LYNNE WOLITZER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STUART C KAPLAN

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $1,101,494
    From this org
    $1,009,740
    From related orgs
    $0
    Other
    $91,754
    Hours/week
    35 + 2.5 related

    Schedule J breakdown matched by us

    Base
    $818,845
    Bonus
    $142,883
    Other
    $48,012
    Deferred
    $25,061
    Nontaxable benefits
    $66,693
    Filer's total
    $1,101,494

  • RUSSELL LUSAK

    CHIEF OPERATING OFFICER

    Total calculated
    $426,114
    From this org
    $368,167
    From related orgs
    $0
    Other
    $57,947
    Hours/week
    35 + 0.2 related

    Schedule J breakdown matched by us

    Base
    $296,641
    Bonus
    $44,491
    Other
    $27,035
    Deferred
    $35,840
    Nontaxable benefits
    $22,107
    Filer's total
    $426,114

  • PAULA YAMAKAITIS

    CHIEF FINANCIAL OFFICER

    Total calculated
    $355,799
    From this org
    $305,507
    From related orgs
    $0
    Other
    $50,292
    Hours/week
    31 + 4 related

    Schedule J breakdown matched by us

    Base
    $247,962
    Bonus
    $34,763
    Other
    $22,782
    Deferred
    $25,658
    Nontaxable benefits
    $24,634
    Filer's total
    $355,799

  • MARK PARAUDA

    VP, HR AND LABOR RELATIONS

    Total calculated
    $242,292
    From this org
    $184,924
    From related orgs
    $0
    Other
    $57,368
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $170,824
    Bonus
    $13,237
    Other
    $863
    Deferred
    $5,548
    Nontaxable benefits
    $51,820
    Filer's total
    $242,292

  • AMY THOMAS

    VP, HOME CARE

    Total calculated
    $217,563
    From this org
    $192,231
    From related orgs
    $0
    Other
    $25,332
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $176,723
    Bonus
    $12,712
    Other
    $2,796
    Deferred
    $5,767
    Nontaxable benefits
    $19,565
    Filer's total
    $217,563

  • ASTRID ANDRE

    DEPUTY LEGAL COUNSEL

    Total calculated
    $190,386
    From this org
    $167,958
    From related orgs
    $0
    Other
    $22,428
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $167,820
    Bonus
    $0
    Other
    $138
    Deferred
    $5,039
    Nontaxable benefits
    $17,389
    Filer's total
    $190,386

  • HANAN SIMHON

    VP HSP

    Total calculated
    $180,858
    From this org
    $173,534
    From related orgs
    $0
    Other
    $7,324
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $161,287
    Bonus
    $11,505
    Other
    $742
    Deferred
    $5,206
    Nontaxable benefits
    $2,118
    Filer's total
    $180,858

  • STEVEN TEPPER

    GENERAL COUNSEL

    Total calculated
    $226,100
    From this org
    $180,718
    From related orgs
    $0
    Other
    $45,382
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $169,024
    Bonus
    $8,927
    Other
    $2,767
    Deferred
    $5,767
    Nontaxable benefits
    $39,615
    Filer's total
    $226,100

  • RENEE PICARD WALSH

    VSC DIRECTOR

    Total calculated
    $166,386
    From this org
    $165,185
    From related orgs
    $0
    Other
    $1,201
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $165,089
    Bonus
    $0
    Other
    $96
    Deferred
    $0
    Nontaxable benefits
    $1,201
    Filer's total
    $166,386

  • MICHAEL QUALLET

    DIRECTOR VSC/SERVICE DELIV

    Total calculated
    $186,202
    From this org
    $134,048
    From related orgs
    $0
    Other
    $52,154
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $133,910
    Bonus
    $0
    Other
    $138
    Deferred
    $4,021
    Nontaxable benefits
    $48,133
    Filer's total
    $186,202

  • MOHINI MISHRA

    VP SENIOR COMMUNITIES

    Total calculated
    $150,260
    From this org
    $145,089
    From related orgs
    $0
    Other
    $5,171
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $144,999
    Bonus
    $0
    Other
    $90
    Deferred
    $4,353
    Nontaxable benefits
    $818
    Filer's total
    $150,260

  • KOKU BADASU

    MANAGING DIR., HOMECARE

    Total calculated
    $185,605
    From this org
    $133,000
    From related orgs
    $0
    Other
    $52,605
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $132,454
    Bonus
    $150
    Other
    $396
    Deferred
    $3,990
    Nontaxable benefits
    $48,615
    Filer's total
    $185,605

  • SABU MATHEW

    MANAGING DIR., BILLING

    Total calculated
    $146,372
    From this org
    $138,041
    From related orgs
    $0
    Other
    $8,331
    Hours/week
    35

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

  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE ORGANIZATION PROVIDED HOUSING BENEFITS TO STUART C. KAPLAN, WHICH WAS TREATED AS TAXABLE COMPENSATION TO HIM. THE AMOUNT IS INCLUDED IN PART II, COLUMN B(III).
PART I, LINE 4B
THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT 457(F) PLAN: -STUART C. KAPLAN -RUSSELL LUSAK
PART I, LINE 7
THE ORGANIZATION PAID BOARD-APPROVED PERFORMANCE-BASED BONUSES IN 2022, WHICH ARE REPORTED IN PART II, COLUMN (B)(II).

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • KENSINGTON CHURCH AVENUE PROPERTIES LLC

    REAL ESTATE · NY · income $0 · assets $0

    Directly controlled by SELFHELP COMMUNITY SERVICES INC

Related partnerships

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

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202431369349313073

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