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Nonprofiteer
← SELFHELP SPECIAL FAMILY HOME CARE INC

Form 990 for tax year 2022

Filed by SELFHELP SPECIAL FAMILY HOME CARE INC.

Totals

Total revenue
$1,277,025
Total expenses
$1,238,428
Contributions and grants received
$827,883
Grants paid
$0
Program service revenue
$446,900
Investment income
$51
Other revenue
$2,191
Total assets, end of year
$85,496
Total liabilities, end of year
$16,056,665
Net assets or fund balances, end of year
-$15,971,169
Program services expenses (Part IX)
$792,058
Management and general expenses
$446,370
Fundraising expenses
$0
Program service expenses (Part III)
$792,058

Program services were 64.0% 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.

  • 1e · Government grants (contributions)

    $827,883

  • 2a · Program service revenue: PATIENT SERVICE FEES

    total $446,900 · related or exempt $446,900

  • 3 · Investment income

    total $51 · excluded $51

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $2,191 · excluded $2,191

  • 11e · Other revenue, total

    $2,191

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $419,258 · program services $234,093 · management and general $185,165

  • 8 · Pension plan contributions

    total $38,832 · program services $21,569 · management and general $17,263

  • 9 · Other employee benefits

    total $73,775 · program services $37,007 · management and general $36,768

  • 10 · Payroll taxes

    total $38,874 · program services $17,964 · management and general $20,910

  • 11b · Fees: legal

    total $61,728 · management and general $61,728

  • 11c · Fees: accounting

    total $18,900 · management and general $18,900

  • 11g · Fees: other

    total $305,647 · program services $298,640 · management and general $7,007

  • 13 · Office expenses

    total $36,848 · management and general $36,848

  • 14 · Information technology

    total $47,542 · program services $45,936 · management and general $1,606

  • 16 · Occupancy

    total $15,996 · management and general $15,996

  • 17 · Travel

    total $3,106 · program services $3,106

  • 22 · Depreciation, depletion and amortization

    total $456 · management and general $456

  • 23 · Insurance

    total $267 · management and general $267

  • 24a · Other expenses: ALLOCATED OVERHEAD

    total $105,993 · program services $62,537 · management and general $43,456

  • 24b · Other expenses: BAD DEBT EXPENSE

    total $67,275 · program services $67,275

  • 24c · Other expenses: PROGRAM SUPPLIES

    total $2,585 · program services $2,585

  • 24d · Other expenses: NYS ASSESSMENT

    total $1,346 · program services $1,346

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $10,528 · end of year $18,471

  • 4 · Accounts receivable

    beginning of year $71,138 · end of year $62,555

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,404 · end of year $4,470

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

    $117,908

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

    $117,908

  • 10c · Land, buildings and equipment, net

    beginning of year $456 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $47,830 · end of year $56,205

  • 25 · Other liabilities

    beginning of year $16,048,462 · end of year $16,000,460

  • 27 · Net assets without donor restrictions

    beginning of year -$16,009,766 · end of year -$15,971,169

Mission and programs · 2022

Mission

SELFHELP SPECIAL FAMILY HOME CARE, INC., D.B.A. SELFHELP FAMILY HOME CARE IS A NOT-FOR-PROFIT ORGANIZATION DEDICATED TO MAINTAINING THE INDEPENDENCE AND DIGNITY OF SENIORS AND AT-RISK POPULATIONS AND WILL LEAD IN APPLYING NEW METHODS AND TECHNOLOGIES TO ADDRESS CHANGING NEEDS OF ITS COMMUNITY. THE GOAL OF THIS HOME CARE PROGRAM IS TO PROMOTE INDEPENDENCE THROUGH THE COORDINATION OF INTEGRATED HEALTH SERVICES.

Activities or mission (Part I)

TO PROMOTE INDEPENDENT LIVING TO MEET THE NEEDS OF SENIOR AND AT-RISK POPULATIONS.

  • SELFHELP FAMILY HOME CARE IS A CERTIFIED HOME HEALTH AGENCY (CHHA) WHICH PROVIDES COMPREHENSIVE HOME-BASED CARE. ITS INTERDISCIPLINARY SERVICES, WHICH ARE PRIMARILY OFFERED IN PATIENTS' HOMES, INCLUDE A COMBINATION OF NURSING, SOCIAL WORK, AND SPECIALIZED DISCIPLINES. IN 2014 THE CHHA RECEIVED GENERAL PURPOSE DESIGNATION ALLOWING IT TO MEET THE BROADER NEEDS OF THE COMMUNITY. SPECIFIC SERVICES INCLUDE: 1. EXPERIENCED HOME CARE NURSES 2. TREATMENT ADHERENCE INTERVENTION; 3. BEHAVIORAL HEALTH ASSESSMENT AND INTERVENTION BY NURSES; 4. PHYSICAL AND OCCUPATIONAL THERAPIES; 5. SPEECH/LANGUAGE PATHOLOGY; 6. HOMEHEALTH AIDE SERVICES AND PERSONAL CARE; 7. SOCIAL WORK SERVICES FOR PERMANENCY PLANNING, COMMUNITY LINKAGE, AND SUPPORT. IN 2022 THE ORGANIZATION PROVIDED 860 HOME HEALTH AIDE VISITS, 624 NURSING VISITS, 677 PHYSICAL AND 84 OCCUPATIONAL THERAPY VISITS.

    Expenses $792,058 · Revenue $446,900

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

Listed in Part VII

  • Peter H Jakes

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Ernest L Bial

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Raymond Schrag

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Stuart Kaplan

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $1,101,494
    From this org
    $0
    From related orgs
    $1,009,740
    Other
    $91,754
    Hours/week
    2 + 40.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $818,845 related
    Bonus
    $0 + $142,883 related
    Other
    $0 + $48,012 related
    Deferred
    $0 + $25,061 related
    Nontaxable benefits
    $0 + $66,693 related
    Filer's total
    $0 + $1,101,494 related

  • Russell Lusak

    CHIEF OPERATING OFFICER

    Total calculated
    $426,114
    From this org
    $0
    From related orgs
    $368,167
    Other
    $57,947
    Hours/week
    2 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $296,641 related
    Bonus
    $0 + $44,491 related
    Other
    $0 + $27,035 related
    Deferred
    $0 + $35,840 related
    Nontaxable benefits
    $0 + $22,107 related
    Filer's total
    $0 + $426,114 related

  • Paula Yamakaitis

    CHIEF FINANCIAL OFFICER

    Total calculated
    $355,799
    From this org
    $0
    From related orgs
    $305,507
    Other
    $50,292
    Hours/week
    2 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $247,962 related
    Bonus
    $0 + $34,763 related
    Other
    $0 + $22,782 related
    Deferred
    $0 + $25,658 related
    Nontaxable benefits
    $0 + $24,634 related
    Filer's total
    $0 + $355,799 related

  • Deneisha White

    DIRECTOR OF PATIENT SERVICES

    Total calculated
    $180,487
    From this org
    $125,988
    From related orgs
    $0
    Other
    $54,499
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $125,778
    Bonus
    $150
    Other
    $60
    Deferred
    $4,089
    Nontaxable benefits
    $50,410
    Filer's total
    $180,487

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

  • 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 3
THE ORGANIZATION'S CEO IS THE CEO OF THE PARENT ORGANIZATION, SELFHELP COMMUNITY SERVICES, INC. AND ITS SUBSIDIARIES. HE IS COMPENSATED FOR HIS SERVICES BY SELFHELP COMMUNITY SERVICES, INC. WHICH USED THE FOLLOWING PROCESSES FOR DETERMINING HIS COMPENSATION: THE COMPENSATION WAS REVIEWED AND APPROVED BY A COMPENSATION COMMITTEE OF THE BOARD OF SELFHELP COMMUNITY SERVICES, INC., COMPRISED OF INDEPENDENT PERSONS. BY ENGAGING AN INDEPENDENT COMPENSATION CONSULTANT, THE COMMITTEE REVIEWED COMPARABLE MARKET DATA FROM PUBLISHED SURVEYS AND FORM 990S OF COMPARABLE ORGANIZATIONS TO EVALUATE AND APPROVE HIS COMPENSATION. THE DELIBERATIONS AND DECISION ARE DOCUMENTED IN THE MINUTES OF THE MEETING. THE COMMITTEE FOLLOWED THIS PROCESS TO ESTABLISH THE PRESUMPTION THAT THE COMPENSATION PAID TO THE CEO IS REASONABLE, PER THE CRITERIA IN IRC SECTION 4958.
PART I, LINE 4B
STUART KAPLAN, THE CEO OF THE ORGANIZATION AND RELATED ORGANIZATIONS, PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT 457(F) PLAN OF SELFHELP COMMUNITY SERVICES, INC. HE DID NOT RECEIVE A PAYMENT IN 2022.
PART I, LINE 7
THE ORGANIZATION PAID AN INCENTIVE BONUS IN 2022.
FORM 990, PART VII, COLUMN (F) AND SCHEDULE J, PART II, COLUMN (C):
AMOUNTS REPORTED IN PART II, COLUMN (C) FOR RUSSELL LUSAK AND PAULA YAMAKAITIS INCLUDE THE AMOUNT OF ACTUARIAL INCREASE IN THEIR DEFINED BENEFIT PENSION PLAN ACCOUNTS IN 2022.

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.

  • SELFHELP ASSOCIATES LP

    RELATED · LOW INCOME HOUSING TAX CREDIT PROJECTS · NY

    Directly controlled by SELFHELP APARTMENTS INC

  • SELFHELP (KIV) ASSOCIATES LP

    RELATED · LOW INCOME HOUSING TAX CREDIT PROJECTS · NY

    Directly controlled by SELHELP (KIV) APARTMENTS INC

  • SINGLEPOINT CARE NETWORK LLC

    RELATED · CARE COORDINATOR SERVICE PROVIDER · NY

    Directly controlled by SELFHELP COMMUNITY SERVICES INC

  • SELFHELP (KI-KII) MANAGER LLC

    RELATED · LOW INCOME HOUSING TAX CREDIT PROJECTS · NY

    Directly controlled by SELFHELP COMMUNITY SERVICES INC

  • SELFHELP (KI-KII) ASSOCIATES LLC

    RELATED · LOW INCOME HOUSING TAX CREDIT PROJECTS · NY

    Directly controlled by SELFHELP (KI-KII) MANAGER LLC

  • 6469 BROADWAY SELFHELP LLC

    RELATED · LOW INCOME HOUSING TAX CREDIT PROJECTS · NY

    Directly controlled by 6469 BROADWAY MANAGER LLC

  • 6469 BROADWAY MANAGERS LLC

    RELATED · LOW INCOME HOUSING TAX CREDIT PROJECTS · NY

    Directly controlled by 6469 BROADWAY SELFHELP ASSOCIATES LLC

  • SELFHELP (KVII) ASSOCIATES LLC

    RELATED · LOW INCOME HOUSING TAX CREDIT PROJECTS · NY

    Directly controlled by SELFHELP (KI-KII) MANAGER LLC

  • APEX SENIOR CITIZEN HOUSING LP

    RELATED · LOW INCOME HOUSING TAX CREDIT PROJECTS · NY

    Directly controlled by APEX SENIOR HOUSING CORP

  • APEX II LLC

    RELATED · LOW INCOME HOUSING TAX CREDIT PROJECTS · NY

    Directly controlled by APEX SENIOR HOUSING CORP

  • APEX II MANAGERS LLC

    RELATED · LOW INCOME HOUSING TAX CREDIT PROJECTS · NY

    Directly controlled by APEX SENIOR HOUSING CORP

Related corporations and trusts

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

  • 6469 BROADWAY SELFHELP ASSOCIATES LLC

    C · LOW INCOME HOUSING TAX CREDIT PROJECTS · NY

    Directly controlled by 6469 BROADWAY HOUSING DEVELOPMENT FUND

  • APEX SENIOR HOUSING CORP

    C · LOW INCOME HOUSING · NY

    Directly controlled by APEX HOUSING DEVELOPMENT FUND CORPORATION

  • APEX II HOUSING DEVELOPMENT FUND CORP

    C · LOW INCOME HOUSING · NY

    Directly controlled by SELFHELP COMMUNITY SERVICES

  • SELFHELP HOUSING DEVELOPMENT FUND CORPORATION

    C · FEE TITLE HOLDER K-III PROPERTY · NY

    Directly controlled by SELFHELP COMMUNITY SERVICES

  • S H(KIV) HOUSING DEVELOPMENT FUND COMPANY INC

    C · FEE TITLE HOLDER K-IV PROPERTY · NY

    Directly controlled by SELFHELP COMMUNITY SERVICES

  • SELFHELP (K-IV) APARTMENTS INC

    C · LOW INCOME HOUSING TAX CREDIT PROJECTS · NY

    Directly controlled by SH HOUSING DEVELOPMENT FUND CORPORATION

  • SELFHELP APARTMENTS INC

    C · LOW INCOME HOUSING TAX CREDIT PROJECTS · NY

    Directly controlled by SH HOUSING DEVELOPMENT FUND CORPORATION

  • SH 333 LENOX LLC

    C · LOW INCOME HOUSING TAX CREDIT PROJECTS · NY

    Directly controlled by SELFHELP COMMUNITY SERVICES

Provenance

Return type
form_990
Tax year
2022
Filed
12 July 2023
IRS schema version
2022v5.0
Source object
202301939349300540

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