Self Help INC EIN 85-0209449 Form 990 (PDF) Claim this org

Self Help INC FY2023 filing

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Provides crisis intervention, case management, and grants to help Northern New Mexico residents in need. For fiscal year 2023 it reported $358K in revenue, $294K in expenses, and $470K in net assets.Pt I

Type
Public charity (501(c)(3)) · Crime & Legal
Location
Los Alamos, NM
Website
www.selfhelpla.org
Filings
5 on file (2020–2023)
Revenue
$358KFY2023
Expenses
$294K
Net assets
$470K
People
15
Filings
5
Updates
0
More identity details & actions ⌄
EIN  85-0209449 Public charity (501(c)(3)) Los Alamos, NM
Form 990 (PDF)
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →
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Size
$100K–1M
What they do
Provides crisis intervention, case management, and grants to help Northern New Mexico residents in need.
Leadership
Diane Smogor · Executive Dir. · $60K
Money in and out
$358K revenue, $294K expenses
Bottom line
91% program efficiency
Where the money goes · FY2023
Total revenue
$358K
Pt VIII · Ln 12
Total expenses
$294K
Pt IX · Ln 25
Net assets
$470K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $65K
Where spending went · Part IX cols B–D
Program services $0.91 Management & general $0.09
Program efficiency
91%
of spending reaches programs
Operating runway
19.4mo
months of highly liquid reserves at operating expense rate
Surplus margin
+18%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2023 · Form 990
Revenue
$358K
FY2023▲ +6%
Expenses
$294K
FY2023▲ +10%
Total assets
$475K
FY2023▲ +15%
Total liabilities
$6K
FY2023▼ -27%
Total revenue
$358K
Pt VIII · Ln 12
Total expenses
$294K
Pt IX · Ln 25
Net assets
$470K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$65K
Total assetsPt X · Ln 16$475K
Program-expense ratioPt IX · col B91%
Voting members of governing bodyPt I · Ln 312
Independent voting membersPt I · Ln 412

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CSelf Help INC
EINHdr · item D85-0209449
Principal addressHdr · item CLos Alamos, NM
WebsiteHdr · item Jwww.selfhelpla.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MNM
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFCrime & Legal (I80Z)
Ruling yearIRS BMFJan 1971

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a12
Independent voting membersPt VI · Ln 1b12
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Executive Dir.
$60,320Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Diane Smogor’s $66K as Executive Dir. is at the 42nd percentile of top reported officer pay among 1398 $100K–1M crime & legal nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Diane Smogor$65,820$60,320$62,332
Maura Taylor$53,937$51,251

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Mission & Programs · Part III

Where the work happens

1 program service account for $267K of program spending, described in the organization's own filed words · FY2023.
01

Emergency funding to pay landlords, utility companies, hospital and other entities to provide care on behalf of clients, provide consultation and advocacy for clients to help with long term problems.

$267Kprogram expense

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Statement of Revenue

Part VIII
Contributions & grants$354K · 99%
Investment income$5K · 1%
Contributions & grants99%$354K
Investment income1%$5K
Total revenueLn 12$358K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.91 Management & general $0.09
Program services91%$267K
Management & general9%$27K
Total functional expensesLn 25$294K

Balance Sheet

Part X · end of year
CashLn 1$475K
Total assetsLn 16$475K
Total liabilitiesLn 26$6K
Total net assetsLn 32$470K
Months of cash on handcomputed19.4

Financial Metrics

Form 990 · FY2023 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $475K · Operating expenses/yr $294K
19.4 months
Where the money goes
Program services
Program services $267K · Total expenses $294K
91%
Management & General
Management & general $27K · Total expenses $294K
9%
Fundraising
Fundraising $0 · Total expenses $294K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $312K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $354K · Total revenue $358K
99%
Government reliance
Government grants — · Total revenue $358K
Earned-income share
Program service revenue $0 · Total revenue $358K
0%
Investment reliance
Investment income $5K · Total revenue $358K
+1%
Program self-sufficiency
Program service revenue $0 · Total expenses $294K
0%
Growth & trend
Revenue growth (YoY)
This year $358K · Prior year $337K
+6%
Net-asset trend (YoY)
End of year $470K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $358K · Expenses $294K
+18%
Liabilities-to-Assets
Total liabilities — · Total assets $475K
Net-asset ratio
Net assets $470K · Total assets $475K
99%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $0 · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $475K
0%
People & payroll
Highest Reported Total Compensation
Individual Diane Smogor · Reported title Executive Dir. · Highest reported compensation $60K · Total expenses $294K
21%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $124K · Total expenses $294K
42%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 91%
Overhead ratio 9%
Fundraising cost ratio 0%
Revenue growth 6%
Investment management fee ratio 0%
Legal fee ratio 0%
Accounting fee ratio 1%
Fundraising fee ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 4 funders →
Grants paid · 12 grants · $577K · 2020–2024
Unitemized GrantFY2024$110,234
Unitemized GrantFY2024$2,669
Unitemized GrantFY2023$141,812
Unitemized GrantFY2023$3,277
Unitemized GrantFY2022$120,879
Unitemized GrantFY2022$1,507
Unitemized GrantFY2021$107,100
Unitemized GrantFY2021$3,327
Unitemized GrantFY2021$100
Unitemized GrantFY2020$81,944
Unitemized GrantFY2020$3,299
Unitemized GrantFY2020$1,033

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$311K revenue · ⤓ 990 PDF
FY2023$358K revenue · viewing · ⤓ 990 PDF
FY2022$337K revenue · ⤓ 990 PDF
FY2021$247K revenue · ⤓ 990 PDF
FY2020$331K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2023IRS
Classification, formation year, addressIRS Business Master File
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