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.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
$834K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $3.9M a year · 12% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$834K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Fine: 2.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $43K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$7.9M
50% of total assets
Looks good: liabilities are 50% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 18 voting members
Looks good: 17 of 18 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$27.9M
Spent
$25.9M
To programs
89%
Net assets
$7.9M
By yearFY2020–FY2025
Revenue
$27.9M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$27.9M
FY2021$30.6M
FY2022$31.0M
FY2023$32.9M
FY2024$40.5M
FY2025$36.4M
Expenses
$25.9M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$25.9M
FY2021$24.4M
FY2022$28.2M
FY2023$30.7M
FY2024$33.2M
FY2025$33.3M
Net assets
$7.9M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$7.9M
FY2021$14.2M
FY2022$16.1M
FY2023$18.6M
FY2024$26.3M
FY2025$29.9M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1972.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $23.0M Management & general 10% · $2.6M Fundraising 1% · $315K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

22 people listed on the 990; $834K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
President & CEO
$247,211Pt VII · Sec A
Chief Compliance Officer
$205,267Pt VII · Sec A
$155,103Pt VII · Sec A
Director of Programs & Administration
$113,679Pt VII · Sec A
Human Resources Officer
$112,632Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Anni Chung’s $267K as President & CEO is at the 68th percentile of top reported officer pay among 3122 $10–100M human services 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 · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Anni Chung$266,783$263,639$251,648$249,419$251,724$247,211
Sandra Perumal————$208,028$205,267
Releny Nair$176,915$174,260$161,587$154,611$158,842$155,103
Winnie H Yu$148,147$133,377$117,820$112,264$118,925$113,679
Tiffany Lai$146,875—————
Wendy Lau$127,841$125,266$122,901$118,586$113,975$112,632
Liyan Huang$117,987—————
Iong Mao Lio—$116,776————

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.

See Self-Help for the Elderly executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides devoted care to seniors, promoting their independence and dignity.

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Provided by the organization

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3 programs · $17.9M · in their own filed words · FY2019
01

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.

$7.4Mprogram expense
02

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…

$5.9Mprogram expense
03

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…

$4.5Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 2 funders$43K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$27.9M
Ln 12
Gifts and grantsLn 1h$21.2M
Fees for servicesLn 2g$6.7M
Investment incomeLn 3$65K
Money outPt IX
$25.9M
Ln 25
Programscol B$23.0M
Managementcol C$2.6M
Fundraisingcol D$315K
Owns and owesPt X
$7.9M
net assets · Ln 32
Cash and savingsLn 1–2$4.3M
Total assetsLn 16$15.8M
LiabilitiesLn 26$7.9M
PeoplePt VI, VII
22
listed · VII A
PaidVII A5
Voting boardVI 1a18
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$21.2M
Government grantsLn 1e$18.5M
Noncash giftsLn 1g$178K
Fundraising eventsLn 1c$687K
Fees for servicesLn 2g$6.7M
Investment incomeLn 3$65K
Total revenueLn 12$27.9M
Assets in detailPt X, end of year
CashLn 1$3.6M
SavingsLn 2$664K
Cash and savings togetherLn 1–2$4.3M
InvestmentsLn 11–13$2.1M
Land, buildings, equipmentLn 10c$2.8M
Other assetsLn 15$658K
Total assetsLn 16$15.8M
LiabilitiesLn 26$7.9M
Net assetsLn 32$7.9M
OperationsPt I, VI
EmployeesI 5497
VolunteersI 61,920
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$3.4M$4.3M
InvestmentsLn 11–13$2.0M$2.1M
Land, buildings, equipmentLn 10c$2.9M$2.8M
Total assetsLn 16$12.2M$15.8M
LiabilitiesLn 26$6.7M$7.9M
Net assetsLn 32$5.5M$7.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$469K$196K$273K
Other salaries and wagesLn 7$11.6M$10.2M$1.2M$198K
Pension plan contributionsLn 8$190K$161K$24K$6K
Other employee benefitsLn 9$1.9M$1.8M$130K$24K
Payroll taxesLn 10$983K$814K$153K$16K
Accounting feesLn 11c$87K$87K
Other fees for servicesLn 11g$3.4M$3.1M$373K
Advertising and promotionLn 12$164K$139K$25K
Office expensesLn 13$508K$437K$53K$18K
OccupancyLn 16$783K$688K$74K$22K
TravelLn 17$200K$189K$11K
Conferences, conventions and meetingsLn 19$89K$80K$10K$105
InterestLn 20$89K$89K
Depreciation, depletion and amortizationLn 22$195K$173K$22K
InsuranceLn 23$186K$169K$15K$2K
Other expenses (24a–d)Ln 24$4.4M$4.3M$63K$109
All other expensesLn 24e$600K$513K$57K$29K
Total functional expensesLn 25$25.9M$23.0M$2.6M$315K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $36.4M$33.3M$3.1M$29.9M 990 PDF
FY2024 $40.5M$33.2M$7.3M$26.3M 990 PDF
FY2023 $32.9M$30.7M$2.2M$18.6M 990 PDF
FY2022 $31.0M$28.2M$2.8M$16.1M 990 PDF
FY2021 $30.6M$24.4M$6.1M$14.2M 990 PDF
FY2020 Viewing $27.9M$25.9M$2.0M$7.9M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $27,927,601 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $17,316,413$21,173,889
I-9 Program service revenuePrior year $7,351,118$6,691,408
I-10 Investment incomePrior year $57,340$65,053
I-11 Other revenuePrior year $21,341−$2,749
I-12 Total revenuePrior year $24,746,212$27,927,601
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $13,956,383$15,160,786
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $10,222,472$10,743,503
I-18 Total expensesPrior year $24,178,855$25,904,289
I-19 Revenue less expensesPrior year $567,357$2,023,312
Part VI · Governance 17 of 18 board members independent, no flags
VI-1a Voting members of the governing body18
VI-1b Independent voting members17
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $27,927,601 across 11 lines filed
Lines not itemized here account for $690,950 of total revenue; see the IRS return.
VIII-1a Federated campaigns$3,077
VIII-1c Fundraising events$686,795
VIII-1e Government grants$18,505,974
VIII-1f All other contributions, gifts and grants$1,978,043
VIII-1g Noncash contributions (included above)$178,133
VIII-1h Total contributions, gifts and grants$21,173,889
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $6,000,458$6,000,458
VIII-3 Investment incomeExcluded from tax $65,053$65,053
VIII-8 Net income from fundraising eventsExcluded from tax −$151,100−$151,100
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $148,351$148,351
VIII-12 Total revenueRelated to mission $6,839,759 · Unrelated business $0 · Excluded from tax −$86,047$27,927,601
Part IX · Statement of functional expenses $25,904,289 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $195,918 · Management $273,379$469,297
IX-7 Other salaries and wagesPrograms $10,207,058 · Management $1,182,303 · Fundraising $198,451$11,587,812
IX-8 Pension plan contributionsPrograms $160,502 · Management $24,021 · Fundraising $5,558$190,081
IX-9 Other employee benefitsPrograms $1,776,590 · Management $130,317 · Fundraising $23,790$1,930,697
IX-10 Payroll taxesPrograms $814,215 · Management $153,035 · Fundraising $15,649$982,899
IX-11c Accounting feesManagement $86,700$86,700
IX-11g Other fees for servicesPrograms $3,073,458 · Management $373,245$3,446,703
IX-12 Advertising and promotionPrograms $139,291 · Management $24,988$164,279
IX-13 Office expensesPrograms $437,273 · Management $52,567 · Fundraising $18,362$508,202
IX-16 OccupancyPrograms $687,792 · Management $74,033 · Fundraising $21,580$783,405
IX-17 TravelPrograms $189,099 · Management $10,670$199,769
IX-19 Conferences, conventions and meetingsPrograms $79,531 · Management $9,648 · Fundraising $105$89,284
IX-20 InterestPrograms $88,835$88,835
IX-22 Depreciation, depletion and amortizationPrograms $173,174 · Management $22,313$195,487
IX-23 InsurancePrograms $169,257 · Management $14,728 · Fundraising $2,379$186,364
IX-24 Other expenses (24a–d)Programs $4,331,220 · Management $62,901 · Fundraising $109$4,394,230
IX-24e All other expensesPrograms $513,441 · Management $57,444 · Fundraising $29,360$600,245
IX-25 Total functional expensesPrograms $23,036,654 · Management $2,552,292 · Fundraising $315,343$25,904,289
Part X · Balance sheet $15,808,829 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $2,821,767$3,595,446
X-2 Savings and temporary cash investmentsStart of year $536,199$664,233
X-3 Pledges and grants receivableStart of year $2,630,512$5,043,959
X-4 Accounts receivableStart of year $503,771$816,559
X-9 Prepaid expenses and deferred chargesStart of year $202,469$149,592
X-10c Land, buildings and equipment, netStart of year $2,870,708$2,763,660
X-11 Publicly traded securitiesStart of year $1,983,164$2,117,043
X-15 Other assetsStart of year $652,146$658,337
X-16 Total assetsStart of year $12,200,736$15,808,829
X-17 Accounts payable and accrued expensesStart of year $3,349,746$3,536,676
X-19 Deferred revenueStart of year $863,501$2,344,800
X-25 Other liabilitiesStart of year $676,500$243,508
X-26 Total liabilitiesStart of year $6,718,003$7,913,703
X-27 Net assets without donor restrictionsStart of year $4,049,228$5,441,490
X-28 Net assets with donor restrictionsStart of year $1,433,505$2,453,636
X-32 Total net assets or fund balancesStart of year $5,482,733$7,895,126
X-33 Total liabilities and net assetsStart of year $12,200,736$15,808,829
Part XI · Reconciliation of net assets $7,895,126 net assets at year end
XI-1 Total revenue$27,927,601
XI-2 Total expenses$25,904,289
XI-3 Revenue less expenses$2,023,312
XI-4 Net assets at start of year$5,482,733
XI-5 Net unrealized gains (losses) on investments$51,528
XI-9 Other changes in net assets$337,553
XI-10 Net assets at end of year$7,895,126

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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