Self-Help for the Elderly FY2024 filing

Tax-deductible

San Francisco, CA501(c)(3)Since 1971Human ServicesEIN 94-1750717Revenue $40.5M in FY2024

On file with the IRSselfhelpelderly.org731 Sansome St Ste 100, 94111-1725 · San Francisco, CATax-exempt since Jan 1972Publicly supported charity — 170(b)(1)(A)(vi)

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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.
90¢ of each $1 spent went to programs.
$1.0M 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

FY2024 · 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
90%
of spending
Looks good: 90% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.0M
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
Cash reserves
3 mo
of spending, in cash
Looks good: 3.1 months of spending in cash; 3 or more.
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
$8.7M
25% of total assets
Looks good: liabilities are 25% 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
$40.5M
+23% vs prior year
Spent
$33.2M
To programs
90%
Net assets
$26.3M
By yearFY2020–FY2025
Revenue
$40.5M
FY2024▲ +23%
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
$33.2M
FY2024▲ +8%
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
$26.3M
FY2024▲ +42%
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 FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 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

90 cents of each dollar spent went to programs.

Program services 90% · $29.9M Management & general 9% · $2.9M Fundraising 1% · $390K

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

24 people listed on the 990; $1.0M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
President & CEO
$263,639Pt VII · Sec A
Chief Financial Officer
$174,260Pt VII · Sec A
Programs & Admin Director
$133,377Pt VII · Sec A
Human Resources Officer
$125,266Pt VII · Sec A
Systems Administrator
$116,776Pt VII · Sec A
Director of HR
$113,713Pt VII · Sec A
IT Manager
$111,166Pt 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.

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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 · $24.4M · in their own filed words · FY2023
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.

$10.0Mprogram expense
02

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…

$8.5Mprogram expense
03

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…

$6.0Mprogram 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 FY2024 990, line by line.

1The main four
Money inPt VIII
$40.5M
Ln 12
Gifts and grantsLn 1h$34.4M
Fees for servicesLn 2g$5.9M
Investment incomeLn 3$357K
Money outPt IX
$33.2M
Ln 25
Programscol B$29.9M
Managementcol C$2.9M
Fundraisingcol D$390K
Owns and owesPt X
$26.3M
net assets · Ln 32
Cash and savingsLn 1–2$8.5M
Total assetsLn 16$35.0M
LiabilitiesLn 26$8.7M
PeoplePt VI, VII
24
listed · VII A
PaidVII A7
Voting boardVI 1a18
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$34.4M
Government grantsLn 1e$30.4M
Noncash giftsLn 1g$26K
Fundraising eventsLn 1c$1.1M
Fees for servicesLn 2g$5.9M
Investment incomeLn 3$357K
Total revenueLn 12$40.5M
Assets in detailPt X, end of year
CashLn 1$3.7M
SavingsLn 2$4.8M
Cash and savings togetherLn 1–2$8.5M
InvestmentsLn 11–13$6.5M
Land, buildings, equipmentLn 10c$9.4M
Other assetsLn 15$4.1M
Total assetsLn 16$35.0M
LiabilitiesLn 26$8.7M
Net assetsLn 32$26.3M
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 FY24End FY24
Cash and savingsLn 1–2$9.5M$8.5M
InvestmentsLn 11–13$5.5M$6.5M
Land, buildings, equipmentLn 10c$3.3M$9.4M
Total assetsLn 16$26.7M$35.0M
LiabilitiesLn 26$8.2M$8.7M
Net assetsLn 32$18.6M$26.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$504K$202K$302K
Other salaries and wagesLn 7$15.5M$13.9M$1.3M$227K
Pension plan contributionsLn 8$251K$230K$18K$4K
Other employee benefitsLn 9$2.3M$2.1M$197K$32K
Payroll taxesLn 10$1.2M$1.1M$116K$17K
Accounting feesLn 11c$66K$66K
Other fees for servicesLn 11g$3.6M$3.5M$110K$33K
Advertising and promotionLn 12$109K$57K$48K$4K
Office expensesLn 13$911K$770K$102K$39K
OccupancyLn 16$1.6M$1.5M$147K$23K
TravelLn 17$255K$242K$13K$440
Conferences, conventions and meetingsLn 19$156K$117K$38K$1K
InterestLn 20$82K$81K$1K
Depreciation, depletion and amortizationLn 22$426K$96K$331K
InsuranceLn 23$369K$356K$10K$3K
Other expenses (24a–d)Ln 24$5.7M$5.7M$6K$870
All other expensesLn 24e$151K$122K$22K$7K
Total functional expensesLn 25$33.2M$29.9M$2.9M$390K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $36.4M$33.3M$3.1M$29.9M 990 PDF
FY2024 Viewing $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 $27.9M$25.9M$2.0M$7.9M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $40,470,563 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $26,501,306$34,392,258
I-9 Program service revenuePrior year $5,562,079$5,875,924
I-10 Investment incomePrior year $204,354$356,932
I-11 Other revenuePrior year $621,996−$154,551
I-12 Total revenuePrior year $32,889,735$40,470,563
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 $17,774,460$19,736,006
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $12,893,961$13,443,161
I-18 Total expensesPrior year $30,668,421$33,179,167
I-19 Revenue less expensesPrior year $2,221,314$7,291,396
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 $40,470,563 across 10 lines filed
Lines not itemized here account for $46,162 of total revenue; see the IRS return.
VIII-1c Fundraising events$1,057,518
VIII-1e Government grants$30,390,507
VIII-1f All other contributions, gifts and grants$2,944,233
VIII-1g Noncash contributions (included above)$26,176
VIII-1h Total contributions, gifts and grants$34,392,258
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $5,829,762$5,829,762
VIII-3 Investment incomeExcluded from tax $356,932$356,932
VIII-8 Net income from fundraising eventsExcluded from tax −$198,908−$198,908
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $44,357$44,357
VIII-12 Total revenueRelated to mission $5,875,924 · Unrelated business $0 · Excluded from tax $202,381$40,470,563
Part IX · Statement of functional expenses $33,179,167 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $201,622 · Management $302,435$504,057
IX-7 Other salaries and wagesPrograms $13,889,343 · Management $1,333,768 · Fundraising $227,223$15,450,334
IX-8 Pension plan contributionsPrograms $229,933 · Management $17,646 · Fundraising $3,554$251,133
IX-9 Other employee benefitsPrograms $2,074,288 · Management $196,790 · Fundraising $31,652$2,302,730
IX-10 Payroll taxesPrograms $1,095,200 · Management $115,971 · Fundraising $16,581$1,227,752
IX-11c Accounting feesManagement $66,118$66,118
IX-11g Other fees for servicesPrograms $3,467,504 · Management $109,587 · Fundraising $33,175$3,610,266
IX-12 Advertising and promotionPrograms $56,713 · Management $47,975 · Fundraising $3,928$108,616
IX-13 Office expensesPrograms $770,464 · Management $101,666 · Fundraising $38,830$910,960
IX-16 OccupancyPrograms $1,451,586 · Management $146,624 · Fundraising $22,877$1,621,087
IX-17 TravelPrograms $241,909 · Management $13,016 · Fundraising $440$255,365
IX-19 Conferences, conventions and meetingsPrograms $116,685 · Management $37,979 · Fundraising $1,276$155,940
IX-20 InterestPrograms $80,558 · Management $1,095$81,653
IX-22 Depreciation, depletion and amortizationPrograms $95,676 · Management $330,711$426,387
IX-23 InsurancePrograms $355,650 · Management $10,484 · Fundraising $3,077$369,211
IX-24 Other expenses (24a–d)Programs $5,679,901 · Management $5,874 · Fundraising $870$5,686,645
IX-24e All other expensesPrograms $121,972 · Management $22,387 · Fundraising $6,554$150,913
IX-25 Total functional expensesPrograms $29,929,004 · Management $2,860,126 · Fundraising $390,037$33,179,167
Part X · Balance sheet $35,033,579 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $7,325,246$3,721,182
X-2 Savings and temporary cash investmentsStart of year $2,145,217$4,818,992
X-3 Pledges and grants receivableStart of year $4,409,094$5,765,059
X-4 Accounts receivableStart of year $558,195$603,131
X-9 Prepaid expenses and deferred chargesStart of year $57,361$183,404
X-10c Land, buildings and equipment, netStart of year $3,256,922$9,409,660
X-11 Publicly traded securitiesStart of year $5,500,252$6,450,645
X-15 Other assetsStart of year $3,492,050$4,081,506
X-16 Total assetsStart of year $26,744,337$35,033,579
X-17 Accounts payable and accrued expensesStart of year $4,300,782$3,505,164
X-19 Deferred revenueStart of year $179,139$315,730
X-25 Other liabilitiesStart of year $2,021,288$3,286,666
X-26 Total liabilitiesStart of year $8,158,144$8,704,201
X-27 Net assets without donor restrictionsStart of year $13,755,976$16,899,364
X-28 Net assets with donor restrictionsStart of year $4,830,217$9,430,014
X-32 Total net assets or fund balancesStart of year $18,586,193$26,329,378
X-33 Total liabilities and net assetsStart of year $26,744,337$35,033,579
Part XI · Reconciliation of net assets $26,329,378 net assets at year end
XI-1 Total revenue$40,470,563
XI-2 Total expenses$33,179,167
XI-3 Revenue less expenses$7,291,396
XI-4 Net assets at start of year$18,586,193
XI-5 Net unrealized gains (losses) on investments$451,789
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$26,329,378

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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