The Help Group West FY2020 filing

Tax-deductible

Sherman Oaks, CA501(c)(3)Since 1999EducationEIN 95-4750066Revenue $17.9M in FY2020

On file with the IRSthehelpgroup.org13130 Burbank Blvd, 91401-6037 · Sherman Oaks, CATax-exempt since Mar 2000School — 170(b)(1)(A)(ii)

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See form 990, part III, line 4a

501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
$461K 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
5 of 6
filings with a surplus
Average surplus $651K a year · 4% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$461K
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
<1 mo
of spending, in cash
Worth a look: 0.7 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$6.7M
28% of total assets
Looks good: liabilities are 28% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 9 voting members
Looks good: 8 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$17.9M
Spent
$17.2M
To programs
92%
Net assets
$17.0M
By yearFY2020–FY2025
Revenue
$17.9M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$17.9M
FY2021$16.4M
FY2022$15.9M
FY2023$15.4M
FY2024$16.6M
FY2025$15.7M
Expenses
$17.2M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$17.2M
FY2021$14.1M
FY2022$17.2M
FY2023$14.7M
FY2024$15.2M
FY2025$15.6M
Net assets
$17.0M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$17.0M
FY2021$19.4M
FY2022$18.1M
FY2023$18.8M
FY2024$20.2M
FY2025$20.3M

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 Mar 2000.

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

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $15.8M Management & general 8% · $1.4M Fundraising 0% · $3K

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

17 people listed on the 990; $461K 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
Director of Autism
$94,158Pt VII · Sec A
Exec. VP/COO
$76,483Pt VII · Sec A
Head of School
$72,592Pt VII · Sec A
President & CEO
$56,106Pt VII · Sec A
SR. VP of Finan
$55,842Pt VII · Sec A
VP of Program
$36,448Pt VII · Sec A
VP of Admissions
$35,332Pt VII · Sec A
VP of HR & Prog.
$34,495Pt VII · Sec A

Sheila Zaft Lefton’s $122K as Principal is at the 7th percentile of top reported officer pay among 3683 $10–100M education 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
Barbara Firestone PHD—$440,901$125,479$188,375$55,063$56,106
Susan Berman PHD—$173,248$124,345$194,778$76,093$76,483
Sheila Zaft Lefton$122,331—————
Sheila Zaft—$120,090————
Trudy Barker$112,771$110,056$92,418———
Pamela Clark Ma$84,609$87,435$96,311$102,828$67,376$94,158
Susan Berman Ph D$74,817—————
Keri Borzelo Mpa————$64,231$72,592

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 The Help Group West 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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides educational resources and support to improve literacy skills for children.

Questions for The Help Group West

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Provided by the organization

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1 program · $15.8M · in their own filed words · FY2019
01

The Help Group West operates two state certified private special education day schools: Summit View West offers comprehensive elementary, middle and secondary school programs for students with learning differences.

$15.8Mprogram 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 · FY2024
Total grants receivedfrom 1 funder$10K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$17.9M
Ln 12
Fees for servicesLn 2g$17.4M
Gifts and grantsLn 1h$468K
Investment incomeLn 3$29K
Money outPt IX
$17.2M
Ln 25
Programscol B$15.8M
Managementcol C$1.4M
Fundraisingcol D$3K
Owns and owesPt X
$17.0M
net assets · Ln 32
Cash and savingsLn 1–2$987K
Total assetsLn 16$23.7M
LiabilitiesLn 26$6.7M
PeoplePt VI, VII
17
listed · VII A
PaidVII A8
Voting boardVI 1a9
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$468K
Fundraising eventsLn 1c$266K
Fees for servicesLn 2g$17.4M
Investment incomeLn 3$29K
Gains on assetsLn 7$0
Total revenueLn 12$17.9M
Assets in detailPt X, end of year
CashLn 1$3K
SavingsLn 2$985K
Cash and savings togetherLn 1–2$987K
InvestmentsLn 11–13$665K
Land, buildings, equipmentLn 10c$17.1M
Other assetsLn 15$569K
Total assetsLn 16$23.7M
LiabilitiesLn 26$6.7M
Net assetsLn 32$17.0M
OperationsPt I, VI
EmployeesI 5110
VolunteersI 622
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$1.8M$987K
InvestmentsLn 11–13$662K$665K
Land, buildings, equipmentLn 10c$17.7M$17.1M
Total assetsLn 16$24.9M$23.7M
LiabilitiesLn 26$8.5M$6.7M
Net assetsLn 32$16.4M$17.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$167K$50K$117K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$9.4M$8.5M$877K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$994K$900K$94K
Payroll taxesLn 10$808K$700K$108K
Management feesLn 11a$0
Legal feesLn 11b$84K$65K$19K
Accounting feesLn 11c$17K$1K$16K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$25K$22K$4K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$962K$890K$71K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$2K$1K$934
InterestLn 20$327K$327K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$704K$704K
InsuranceLn 23$197K$160K$37K
Other expenses (24a–d)Ln 24$3.2M$3.2M$16K
All other expensesLn 24e$267K$190K$75K$3K
Total functional expensesLn 25$17.2M$15.8M$1.4M$3K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $15.7M$15.6M$102K$20.3M 990 PDF
FY2024 $16.6M$15.2M$1.4M$20.2M 990 PDF
FY2023 $15.4M$14.7M$743K$18.8M 990 PDF
FY2022 $15.9M$17.2M−$1.3M$18.1M 990 PDF
FY2021 $16.4M$14.1M$2.3M$19.4M 990 PDF
FY2020 Viewing $17.9M$17.2M$688K$17.0M 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 FY2020 990 (6 parts)
Part I · Summary $17,881,461 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,050,292$468,213
I-9 Program service revenuePrior year $18,453,569$17,429,431
I-10 Investment incomePrior year $39,997$28,985
I-11 Other revenuePrior year $37,104−$45,168
I-12 Total revenuePrior year $19,580,962$17,881,461
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $11,902,500$11,359,798
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $7,542,460$5,833,638
I-18 Total expensesPrior year $19,444,960$17,193,436
I-19 Revenue less expensesPrior year $136,002$688,025
Part VI · Governance 8 of 9 board members independent, 1 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members8
VI-2 Family or business relationship among officers or directorsYes
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 $17,881,461 across 11 lines filed
Lines not itemized here account for $166,519 of total revenue; see the IRS return.
VIII-1c Fundraising events$266,296
VIII-1f All other contributions, gifts and grants$201,917
VIII-1h Total contributions, gifts and grants$468,213
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $17,262,912$17,262,912
VIII-3 Investment incomeExcluded from tax $28,985$28,985
VIII-5 Royalties$0
VIII-6 Net rental income or lossExcluded from tax −$19,911−$19,911
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising eventsExcluded from tax −$12,069−$12,069
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission −$13,188−$13,188
VIII-12 Total revenueRelated to mission $17,416,243 · Excluded from tax −$2,995$17,881,461
Part IX · Statement of functional expenses $17,193,436 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $50,239 · Management $116,670$166,909
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $8,514,642 · Management $877,058$9,391,700
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $900,150 · Management $93,503$993,653
IX-10 Payroll taxesPrograms $699,798 · Management $107,738$807,536
IX-11a Management fees$0
IX-11b Legal feesPrograms $65,021 · Management $18,618$83,639
IX-11c Accounting feesPrograms $1,178 · Management $15,631$16,809
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$0
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $21,685 · Management $3,535$25,220
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $890,258 · Management $71,393$961,651
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $1,285 · Management $934$2,219
IX-20 InterestPrograms $326,638$326,638
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $704,142$704,142
IX-23 InsurancePrograms $159,916 · Management $36,612$196,528
IX-24 Other expenses (24a–d)Programs $3,233,653 · Management $15,912$3,249,565
IX-24e All other expensesPrograms $189,532 · Management $74,660 · Fundraising $3,035$267,227
IX-25 Total functional expensesPrograms $15,758,137 · Management $1,432,264 · Fundraising $3,035$17,193,436
Part X · Balance sheet $23,696,425 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $2,650$2,750
X-2 Savings and temporary cash investmentsStart of year $1,812,741$984,542
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $4,183,236$4,321,582
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $1,435$4,186
X-10c Land, buildings and equipment, netStart of year $17,652,321$17,149,146
X-11 Publicly traded securities$0
X-12 Other securitiesStart of year $661,565$664,980
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $570,808$569,239
X-16 Total assetsStart of year $24,884,756$23,696,425
X-17 Accounts payable and accrued expensesStart of year $897,280$821,988
X-19 Deferred revenueStart of year $74,396$814,684
X-20 Tax-exempt bond liabilitiesStart of year $5,225,000$5,020,000
X-26 Total liabilitiesStart of year $8,533,028$6,656,672
X-27 Net assets without donor restrictionsStart of year $16,351,728$17,039,753
X-32 Total net assets or fund balancesStart of year $16,351,728$17,039,753
X-33 Total liabilities and net assetsStart of year $24,884,756$23,696,425
Part XI · Reconciliation of net assets $17,039,753 net assets at year end
XI-1 Total revenue$17,881,461
XI-2 Total expenses$17,193,436
XI-3 Revenue less expenses$688,025
XI-4 Net assets at start of year$16,351,728
XI-10 Net assets at end of year$17,039,753

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

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