2024-05-15T15:03:48-05:00 2023-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2022-07-01 831013439 SELFHELP REALTY GROUP INC SELF 2129717606 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 STUART C KAPLAN CEO 2129717606 2024-05-15 1 STUART KAPLAN 999009999 0 EVA MRUK P00543254 2122862600 2024-05-08 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z STUART C KAPLAN 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 2865716 0 X N/A X 2018 NY TO ACT AS DEVELOPER AND SPONSOR OF AFFORDABLE HOUSING. 12 12 28 12 0 0 556460 1350010 2237959 1293805 1121 68670 166945 153231 2962485 2865716 0 1000 0 0 2108547 2463589 0 0 0 1151137 1220543 3259684 3685132 -297199 -819416 3679079 6993478 2877283 5621453 801796 1372025 SELFHELP REALTY GROUP, INC. WAS FORMED TO CONTINUE AND EXPAND THE AFFORDABLE HOUSING ACTIVITIES CONDUCTED BY SELFHELP COMMUNITY SERVICES, INC. THE ORGANIZATION ACTS AS A DEVELOPER AND SPONSOR OF AFFORDABLE HOUSING. 0 0 1796005 1000 1293805 SELFHELP REALTY GROUP, INC. IS COMMITTED TO DEVELOPING NEW AFFORDABLE HOUSING TO ACCOMMODATE THE GROWING NUMBER OF OLDER NEW YORKERS WHO NEED AFFORDABLE HOUSING AND WOULD BENEFIT FROM REMAINING INDEPENDENT IN THEIR OWN HOMES. 1796005 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 6 0 28 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X PAULA YAMAKAITIS 2129717606 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 BRIAN STEINWURTZEL CHAIRMAN 2.00 X X 0 0 0 RICHARD ROBERTS VICE CHAIRMAN 2.00 X X 0 0 0 RONALD F RIES SECRETARY/TREASURER 2.00 X X 0 0 0 JUDI KENDE DIRECTOR 1.00 X 0 0 0 RONALD KISNER DIRECTOR 1.00 X 0 0 0 ALFRED NETTER DIRECTOR 1.00 X 0 0 0 DAVID WALSH DIRECTOR 1.00 X 0 0 0 VICTOR A WYLER DIRECTOR 1.00 X 0 0 0 ILSE MELAMID DIRECTOR 1.00 X 0 0 0 KEVIN PORTNOY DIRECTOR 1.00 X 0 0 0 DARON TUBIAN DIRECTOR 1.00 X 0 0 0 DEBORAH VANAMERONGEN DIRECTOR 1.00 X 0 0 0 EVELYN WOLFF EXECUTIVE DIRECTOR 35.00 X 202954 0 48318 STUART C KAPLAN CHIEF EXECUTIVE OFFICER 2.00 X 0 0 0 PAULA YAMAKAITIS CHIEF FINANCIAL OFFICER 2.00 X 0 0 0 DOROTHY KERN VP ASSET MANAGEMENT 35.00 X 167556 0 22336 LISA TRUB ASST. EXECUTIVE DIRECTOR 35.00 X 163131 0 25801 SUSAN WRIGHT VP DESIGN & CONSTRUCTION 35.00 X 134548 0 21182 668189 0 117637 4 0 1 0 0 256081 1093929 1350010 SOCIAL SERVICES 531390 1293805 1293805 1293805 68670 68670 REIMBURSEMENTS 900099 153231 153231 153231 2865716 1293805 0 221901 X 1000 1000 254690 254690 1677207 594719 1082488 94612 50137 44475 288943 148264 140679 148137 82754 65383 266876 157446 109430 11000 1000 10000 436489 260613 175876 161962 136860 25102 14089 9289 4800 59710 59710 4426 78 4348 17636 200 17436 4112 3050 1062 BAD DEBT EXPENSE 142500 142500 MISC ADMIN 51228 50686 542 STAFF DEVELOPMENT 41259 36059 5200 OTHER EXPENSE 9256 9160 96 3685132 1796005 1889127 0 77907 630534 2253963 2327435 82621 107729 232656 2140144 28783 9352 26568 19431 75000 930364 1768205 3679079 6993478 243644 381285 87894 114412 2545745 5125756 2877283 5621453 X 801796 1372025 801796 1372025 3679079 6993478 -819416 -70045 1459690 0 X X 0 1 X 1 0 X 211287 450000 967879 556460 1350010 3535636 100000 341520 513662 2237959 1293805 4486946 311287 791520 1481541 2794419 2643815 8022582 0 80000 306872 399618 1792862 2579352 80000 306872 399618 1792862 2579352 5443230 1121 68670 69791 1121 68670 69791 58746 74715 147619 166945 153231 601256 370033 866235 1629160 2962485 2865716 8693629 0.62610 0.00800 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: REIMBURSEMENTS - 2018 AMOUNT: $ 58,746. 2019 AMOUNT: $ 74,715. 2020 AMOUNT: $ 147,121. 2021 AMOUNT: $ 166,945. 2022 AMOUNT: $ 153,231. MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 498. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28783 9352 19431 19431 DUE FROM AFFILIATES 1768205 1768205 DUE TO SELFHELP COMMUNITY SERVICES 5121089 DEFERRED RENT 4667 5125756 X 6056863 -70045 3297192 3227147 2829716 36000 36000 2865716 4958128 1308996 1308996 3649132 36000 36000 3685132 PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO JUNE 30, 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE FROM CONSOLIDATED ORGANIZATION IN FINANCIAL STATEMENTS 3,297,192. PART XI, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS IN CONSOLIDATED FINANCIAL STATEMENTS 36,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM CONSOLIDATED ORGANIZATION IN FINANCIAL STATEMENTS 1,308,996. PART XII, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS IN CONSOLIDATED FINANCIAL STATEMENTS 36,000. X X X X 0 0 0 0 0 0 0 1 0 EVELYN WOLFF EXECUTIVE DIRECTOR 185375 0 13949 0 3630 0 6089 0 42229 0 251272 0 0 0 DOROTHY KERN VP ASSET MANAGEMENT 167298 0 0 0 258 0 5027 0 17309 0 189892 0 0 0 LISA TRUB ASST. EXECUTIVE DIRECTOR 163071 0 0 0 60 0 4894 0 20907 0 188932 0 0 0 SUSAN WRIGHT VP DESIGN & CONSTRUCTION 134152 0 0 0 396 0 4036 0 17146 0 155730 0 0 0 PART I, LINE 7 THE ORGANIZATION PAID BOARD-APPROVED DISCRETIONARY BONUSES DURING CALENDAR YEAR 2022 AND IS INCLUDED IN THE INDIVIDUALS FORM W-2. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION IS MANAGED BY SELFHELP COMMUNITY SERVICES, INC. PURSUANT TO AN ADMINISTRATIVE SERVICES AGREEMENT. MANAGEMENT FEES TOTALING $266,876 WERE INCURRED DURING THE YEAR ENDING JUNE 30, 2023. SERVICES PROVIDED UNDER THE AGREEMENT INCLUDED THE FOLLOWING: (A) SENIOR MANAGEMENT SERVICES, INCLUDING THE MANAGEMENT SERVICES OF THE CHIEF EXECUTIVE OFFICER; (B) HUMAN RESOURCE SERVICES, INCLUDING PERSONNEL MANAGEMENT AND BENEFITS SERVICES; (C) INFORMATION TECHNOLOGY SERVICES, INCLUDING ACCESS TO THE PROVIDER'S SYSTEMS AND SOFTWARE, AND USE OF COMPUTERS, TELEPHONES AND OTHER HARDWARE AND EQUIPMENT; (D) LEGAL SERVICES, INCLUDING THE SERVICES OF THE PROVIDER'S GENERAL COUNSEL; (E) FINANCE AND ACCOUNTING SERVICES, INCLUDING THE SERVICES OF THE PROVIDER'S DIRECTOR OF FINANCE, AND THE SERVICES OF THE PROVIDER'S ACCOUNTING STAFF, PAYROLL MANAGERS AND ACCOUNTS PAYABLE STAFF; (F) ADMINISTRATIVE SERVICES, INCLUDING SECRETARIAL, FACILITIES MANAGEMENT, RECEPTION, CONFERENCE ROOM AND OTHER SERVICES; (G) OFFICE SPACE, FURNISHINGS AND UTILITIES; AND (H) LIABILITY, DIRECTORS AND OFFICERS, EMPLOYEE, WORKERS' COMPENSATION AND OTHER INSURANCE. STUART KAPLAN, CHIEF EXECUTIVE OFFICER, IS COMPENSATED BY SELFHELP COMMUNITY SERVICES, INC. FOR CALENDAR YEAR 2022, HIS PRO RATA REPORTABLE COMPENSATION WAS $36,156 FOR SERVICES RENDERED TO THE FILING ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT AND A COMPLETE COPY OF THE RETURN IS PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS AND DIRECTORS OF THE ORGANIZATION ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST STATEMENT. IF A CONFLICT ARISES DURING THE YEAR, THEN SUCH OFFICER OR DIRECTOR AT THEIR FIRST KNOWLEDGE OF THE TRANSACTION IS REQUIRED TO FULLY DISCLOSE THE PRECISE NATURE OF THE INTEREST OR INVOLVEMENT. THE BOARD OF DIRECTORS WILL EVALUATE THE EXISTENCE OF ANY CONFLICT OF INTEREST. OFFICERS OR DIRECTORS OF THE ORGANIZATION WHO HAVE DECLARED OR BEEN FOUND TO HAVE A POTENTIAL CONFLICT OF INTEREST IN ANY MATTER INVOLVING TRANSACTIONS WITH THE ORGANIZATION MUST REFRAIN FROM PARTICIPATING IN CONSIDERATION OF THE PROPOSED TRANSACTIONS, UNLESS REQUESTED BY THE BOARD OR THE ADMINISTRATION TO PROVIDE INFORMATION OR INTERPRETATION CONCERNING THE TRANSACTION. THE PERSON INVOLVED CANNOT VOTE ON SUCH MATTERS AND MUST NOT BE PRESENT AT THE TIME OF THE VOTE. THE CHAIRPERSON OF THE BOARD IS RESPONSIBLE FOR THE ADMINISTRATION OF THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE EXECUTIVE DIRECTOR WAS DETERMINED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. AN INDEPENDENT COMPENSATION CONSULTANT AND COMPENSATION SURVEYS WERE UTILIZED IN THE PROCESS. THE COMPENSATION SETTING PROCESS WAS LAST CONDUCTED IN 2022 AND WAS DOCUMENTED IN THE MINUTES OF THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROF. FEES: PROGRAM SERVICE EXPENSES 201,687. MANAGEMENT AND GENERAL EXPENSES 140,180. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 341,867. RECREATION AND TEACHING: PROGRAM SERVICE EXPENSES 51,359. MANAGEMENT AND GENERAL EXPENSES 35,696. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 87,055. NURSING FEES: PROGRAM SERVICE EXPENSES 7,567. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,567. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SELFHELP BERGEN HOUSING DEVELOPMENT FUND COMPANY 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 822942914 DEVELOP HOUSING FOR FAMILIES IN NEED NY 501(C)(3) LINE 10 SELFHELP REALTY GROUP INC 1 APEX COMMUNITY HOUSING DEVELOPMENT ORGANIZATION INC 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 743196728 DEVELOP HOUSING FOR FAMILIES IN NEED. NO LONGER ACTIVE. 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