2024-05-15T15:03:48-05:00 2023-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2022-07-01 131624178 SELFHELP COMMUNITY SERVICES INC SELF 2129717600 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 PAULA YAMAKAITIS CHIEF FINANCIAL OFFICER 2129717600 2024-05-15 1 PAULA YAMAKAITIS 999009999 0 EVA MRUK P00543254 9143818900 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 109158945 0 X WWW.SELFHELP.NET X 1937 NY TO PROVIDE HOMECARE AND OTHER COMMUNITY-BASED SERVICES IN NYC, NASSAU AND SUFFOLK COUNTIES. 29 29 2159 700 0 0 61283731 65950270 32406820 35285845 692847 551332 2579826 555584 96963224 102343031 2026932 2002051 0 0 70560326 72157503 0 0 0 24385576 34353763 96972834 108513317 -9610 -6170286 81623271 90329263 51986877 65054784 29636394 25274479 X A NON-PROFIT ORGANIZATION DEDICATED TO MAINTAINING THE INDEPENDENCE AND DIGNITY OF SENIORS AND AT RISK POPULATIONS THROUGH A SPECTRUM OF SERVICES. SELFHELP IS A NOT-FOR-PROFIT ORGANIZATION DEDICATED TO MAINTAINING THE INDEPENDENCE AND DIGNITY OF SENIORS AND AT-RISK POPULATIONS THROUGH A SPECTRUM OF HOUSING, HOME HEALTH CARE, AND SOCIAL SERVICES AND WILL LEAD IN APPLYING NEW METHODS AND TECHNOLOGIES TO ADDRESS CHANGING NEEDS OF ITS COMMUNITY. SELFHELP WILL CONTINUE TO SERVE AS THE "LAST SURVIVING RELATIVE" TO ITS HISTORIC CONSTITUENCY, VICTIMS OF NAZI PERSECUTION. 0 0 46618063 31851121 SELFHELP'S HOME CARE PROGRAM PROVIDES APPROXIMATELY 2 MILLION HOURS OF HOME CARE EACH YEAR TO APPROXIMATELY 2,500 CLIENTS WHO ARE FRAIL, ELDERLY, OR DISABLED. SERVICES INCLUDE HOME HEALTH CARE, SKILLED NURSING, CHORE ASSISTANCE, HOUSEKEEPING, HOMEMAKING, AND EMERGENCY HOME CARE. SELFHELP EMPLOYS APPROXIMATELY 1,500 HOME CARE AIDES AND TRAINS AIDES IN BOTH SPANISH AND ENGLISH.SELFHELP WAS BORN FROM CRISIS AND HAS WEATHERED ECONOMIC, POLITICAL, HEALTHCARE AND SOCIAL JUSTICE TURBULENCE FOR OVER EIGHT DECADES. DURING ALL OF THESE TIMES, AN HONEST ASSESSMENT OF MISSION, HUMAN AND FINANCIAL RESOURCES, AND INGENUITY HAVE GUIDED THE ORGANIZATION. WHEN WE UNEXPECTEDLY BEGAN OUR RESPONSE TO COVID-19, WE REALIZED THAT A NIMBLE, READY-TO-ACT TASK FORCE WOULD BE NECESSARY TO ADDRESS IMMEDIATE PLANNING, POLICY AND PROCEDURAL MATTERS, SPECIAL STAFF AND CLIENT ISSUES, AND UNFORESEEN CIRCUMSTANCES. A COVID RESPONSE TEAM WAS IMMEDIATELY ESTABLISHED WITH 24-HOUR RESPONSIBILITY, COMPRISED OF SEVERAL MEMBERS OF SELFHELP'S SENIOR MANAGEMENT TEAM.OUR FIRST CONCERN WAS FOR THE SAFETY OF OUR EMPLOYEES. WE DEVELOPED A WORK FROM HOME PLAN THAT WAS IMPLEMENTED WITHIN 48 HOURS AND CONTINUOUSLY MONITORED GOVERNMENT GUIDANCE, ADJUSTED OUR POLICIES AS APPROPRIATE, AND KEPT STAFF ADVISED.SECONDLY, WE WANTED TO MAKE SURE THAT SELFHELP'S FINANCES WOULD BE SECURE, THEREFORE, IN THE FIRST WEEK, WE CONTACTED ALL OF OUR FUNDING SOURCES AT CITY AND STATE AGENCIES, MANAGED CARE COMPANIES AND MANY FOUNDATIONS THAT HAD GRANTED US FUNDS IN THE NORMAL COURSE OF BUSINESS. WE RECEIVED COMMITMENTS FOR ONGOING FUNDING.OUR THIRD AREA OF PRIORITY WAS COMMUNICATIONS. WE IMMEDIATELY DEVELOPED A COMMUNICATIONS PLAN FOR OUR 450 EMPLOYEES AT HOME, 1500 HOME CARE WORKERS, OUR BROADER SUPPORTIVE COMMUNITY, AND OUR BOARDS OF DIRECTORS.OUR FOUNDERS IN 1936 HAD NO ROADMAP OR PRIOR EXPERIENCE WITH THE HUMAN KIND INJUSTICE OF THE HOLOCAUST, YET THEY MANAGED TO AID AND SAVE COUNTLESS PEOPLE WHO MAY VERY WELL HAVE PERISHED IF NOT FOR THEIR INGENUITY AND LIFE-SAVING ACTIONS. AND ONCE SAFE IN THE NEW LAND, SELFHELP'S FOUNDERS DID NOT STOP THERE. THEY WENT ON TO BUILD AN ORGANIZATION THAT WOULD SUPPORT HOLOCAUST SURVIVORS, "UNTIL THERE ARE NO MORE".IT IS RESILIENCE AND INGENUITY THAT GUIDES OUR ABILITY TO THRIVE WITHIN CHANGE AND CAN BE RELIED UPON TO GOVERN SELFHELP IN THE YEARS AHEAD. 45670849 2002051 3434724 SELFHELP'S SOCIAL SERVICE PROGRAMS INCLUDE: SPECIALIZED PROGRAMS FOR HOLOCAUST SURVIVORS, SERVING APPROXIMATELY 4,700 INDIVIDUALS EACH YEAR; SIX SENIOR HOUSING COMPLEXES HOUSING 1,000+ SENIOR RESIDENTS WITH SERVICES AVAILABLE ON-SITE; FOUR NATURALLY OCCURRING RETIREMENT COMMUNITIES(NORCS); THREE CASE MANAGEMENT PROGRAMS; SIX SENIOR CENTERS, INCLUDING ONE OF NYC'S FIRST INNOVATIVE SENIOR CENTERS; CLIENT CENTERED TECHNOLOGY; COURT-APPOINTED GUARDIANSHIP; THE SELFHELP ALZHEIMERS RESOURCE PROGRAM(SHARP); AND EMERGENCY CASH ASSISTANCE. 92288912 1 1 0 1 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 65 0 2159 1 0 0 0 0 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X PAULA YAMAKAITIS 2129717600 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 RAYMOND VJ SCHRAG PRESIDENT 2.00 1.00 X X 0 0 0 ERNEST L BIAL CO-CHAIR 2.00 2.00 X X 0 0 0 VICTOR A WYLER CO-CHAIR 2.00 1.00 X X 0 0 0 STACI BARBER VICE PRESIDENT 2.00 X X 0 0 0 MATTHEW A CANTOR VICE PRESIDENT 2.00 X X 0 0 0 PETER H JAKES VICE PRESIDENT 2.00 1.00 X X 0 0 0 RONALD F RIES VICE PRESIDENT 2.00 X X 0 0 0 PETER L SIMMONS TREASURER 2.00 X X 0 0 0 DENNIS BAUM SECRETARY 2.00 1.00 X X 0 0 0 SCOTT DRASSINOWER DIRECTOR 2.00 X 0 0 0 JEFFREY S JACOB DIRECTOR 2.00 X 0 0 0 BARRY KONIG DIRECTOR 1.00 X 0 0 0 SCOTT KRAWITZ DIRECTOR 1.00 X 0 0 0 CAROL LEVIN DIRECTOR 1.00 X 0 0 0 JERRY LO DIRECTOR 1.00 X 0 0 0 WAYNE LOCKE DIRECTOR 1.00 X 0 0 0 JESSICA MCCALL DIRECTOR 1.00 X 0 0 0 RALPH P MARASH DIRECTOR 2.00 X 0 0 0 BRIAN MARCUS DIRECTOR 1.00 X 0 0 0 ALFRED E NETTER DIRECTOR 1.00 X 0 0 0 KEVIN PORTNOY DIRECTOR 1.00 X 0 0 0 LAURA QUIROS DIRECTOR 1.00 X 0 0 0 RICHARD ROBERTS DIRECTOR 1.00 X 0 0 0 ANNA SCHNEUR DIRECTOR 1.00 X 0 0 0 SHERYL SILVERSTEIN DMD DIRECTOR 1.00 0.10 X 0 0 0 SHERYL SIMON DIRECTOR 1.00 X 0 0 0 DARON TUBIAN DIRECTOR 1.00 X 0 0 0 TAI WANG DIRECTOR 1.00 X 0 0 0 LYNNE WOLITZER DIRECTOR 1.00 X 0 0 0 STUART C KAPLAN CHIEF EXECUTIVE OFFICER 35.00 2.50 X 1009740 0 91754 RUSSELL LUSAK CHIEF OPERATING OFFICER 35.00 0.20 X 368167 0 57947 PAULA YAMAKAITIS CHIEF FINANCIAL OFFICER 31.00 4.00 X 305507 0 50292 MARK PARAUDA VP, HR AND LABOR RELATIONS 35.00 X 184924 0 57368 AMY THOMAS VP, HOME CARE 35.00 X 192231 0 25332 ASTRID ANDRE DEPUTY LEGAL COUNSEL 35.00 X 167958 0 22428 HANAN SIMHON VP HSP 35.00 X 173534 0 7324 STEVEN TEPPER GENERAL COUNSEL 35.00 X 180718 0 45382 RENEE PICARD WALSH VSC DIRECTOR 35.00 X 165185 0 1201 MICHAEL QUALLET DIRECTOR VSC/SERVICE DELIV 35.00 X 134048 0 52154 MOHINI MISHRA VP SENIOR COMMUNITIES 35.00 X 145089 0 5171 KOKU BADASU MANAGING DIR., HOMECARE 35.00 X 133000 0 52605 SABU MATHEW MANAGING DIR., BILLING 35.00 X 138041 0 8331 3298142 0 477289 26 0 1 0 SILVER LINING HOMECARE AGENCY 1115 AVENUE U BROOKLYN NY 11223 HOME CARE SERVICES 2360902 PSS HOME CARE INC 12-54 150TH STREET QUEENS NY 11357 HOME CARE SERVICES 1805963 SAFE AND PRUDENT LLC 401 BROADWAY LAWRENCE NY 11559 HOME CARE SERVICES 1715993 CARING PROFESSIONALS 70-20 AUSTIN STREET SUITE 135 FOREST HILLS NY 11375 HOME CARE SERVICES 1496949 FIVE BOROUGH HOME CARE INC 1893 CONEY ISLAND AVENUE BROOKLYN NY 11230 HOME CARE SERVICES 1478080 31 3334179 740439 19407359 42468293 65950270 HOME CARE SERVICES 621610 31851121 31851121 COMMUNITY PROGRAMS 623000 3338285 3338285 DEVELOPER FEES 531390 96439 96439 35285845 190581 190581 7176665 6815914 360751 360751 360751 OTHER INCOME 900099 535804 535804 TRAINING REVENUE 900099 19780 19780 555584 102343031 35285845 0 1106916 233694 233694 1768357 1768357 3090247 2757695 332552 52194554 46529680 5664874 1543424 1377331 166093 9413017 8206373 1206644 5916261 5279592 636669 581551 322744 258807 13931 7732 6199 63198 63198 2862508 1218360 1644148 483772 311466 172306 1743770 1060773 682997 1278962 403605 875357 4199366 2649252 1550114 873303 810834 62469 26440 6901 19539 167484 167484 521631 390925 130706 2038178 191784 1846394 CLIENT WELLNESS 16896029 16896029 FOOD/KITCHEN SUPPLIES 998613 924929 73684 BAD DEBT 600793 600793 TRAINING AND SUPPLIES 359097 307584 51513 645137 633272 11865 108513317 92288912 16224405 0 3891833 2529885 3831047 3761967 375883 80258 17585390 15403528 136298 0 379515 118173 14555738 12286636 2649531 2269102 13797205 15669232 2396109 2583526 770062 770062 35810398 47143530 81623271 90329263 10033504 12779983 3166578 2859001 28298635 28101220 3500000 4500000 6988160 16814580 51986877 65054784 X 22902298 17858873 6734096 7415606 29636394 25274479 81623271 90329263 X -6170286 2103996 -295625 X X 0 1 X 1 1 1 X 36382247 55680375 61491904 61283731 65950270 280788527 54436917 42066306 38013489 32406820 35285845 202209377 90819164 97746681 99505393 93690551 101236115 482997904 140552 140531 140472 127942 119088 668585 0 140552 140531 140472 127942 119088 668585 482329319 689939 182272 94676 92136 190581 1249604 689939 182272 94676 92136 190581 1249604 1008759 2990 395596 2579826 555584 4542755 92517862 97931943 99995665 96362513 101982280 488790263 0.98680 0.98530 0.00260 0.00270 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: DEVELOPER FEES - 2018 AMOUNT: $ 1,008,759. OTHER INCOME - 2019 AMOUNT: $ 2,990. 2020 AMOUNT: $ 245,038. 2021 AMOUNT: $ 46,279. 2022 AMOUNT: $ 535,804. REFUNDS - 2020 AMOUNT: $ 42,497. REIMBURSEMENTS - 2020 AMOUNT: $ 108,061. RECOVERY OF BAD DEBT - 2021 AMOUNT: $ 2,500,000. TRAINING REVENUE - 2021 AMOUNT: $ 33,547. 2022 AMOUNT: $ 19,780. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 1 0 0 PART II-B, LINE 1: SELFHELP COMMUNITY SERVICES, INC. ("SELFHELP") REPORTS ITS LOBBYING EXPENDITURES ON SCHEDULE C, PART II-B. SELFHELP HAS NOT ELECTED THE EXPENDITURE TEST UNDER INTERNAL REVENUE CODE SECTION 501(H) FOR MEASURING LOBBYING ACTIVITY BY FILING THE OPTIONAL FORM 5768. AS A NONELECTING ORGANIZATION, SELFHELP USES THE "SUBSTANTIAL" PART ACTIVITY TEST AND HAS DETERMINED THAT SELFHELP'S LOBBYING ACTIVITY AMOUNTS TO AN INSUBSTANTIAL AMOUNT OF ITS NONPROFIT'S TOTAL EXPENDITURES. LINE 1I: LOBBYING SERVICES WERE PROVIDED TO SELFHELP COMMUNITY SERVICES, THE MAJORITY OF WHICH RELATED TO FUNDING FOR OUR VARIETY OF PROGRAMS THAT SERVE OUR CLIENTS. THE TOTAL AMOUNT INCURRED FOR SUCH SERVICES WAS $3,413. 0 1 X 6020872 5166138 854734 6971432 5769950 1201482 1563434 1350548 212886 2269102 DUE FROM RELATED PARTIES 7754591 GUARDIANSHIP ASSETS HELD IN TRUST 28005645 ASSETS HELD FOR DEFERRED COMPENSATION 2777697 SECURITY DEPOSITS 300693 RIGHT TO USE ASSETS 8304904 47143530 DEFERRED COMPENSATION PAYABLE 3229791 DUE TO RELATED PARTIES 4454058 RIGHT TO USE LIABILITY 9130731 16814580 X 127038649 2103996 22591622 24695618 102343031 0 102343031 133524117 25010800 25010800 108513317 0 108513317 PART IV, LINE 2B: THE ORGANIZATION MAINTAINS THE FIDUCIARY ACCOUNTS FOR THE COMMUNITY GUARDIAN PROGRAM AND THE HOLOCAUST SURVIVOR FINANCIAL MANAGEMENT UNIT, WHICH ARE REFLECTED IN THE BALANCE SHEET SINCE THE ORGANIZATION MANAGES THESE ASSETS ON BEHALF OF THE CLIENTS. 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 OF AFFILIATES INCLUDED IN CONSOLIDATED FINANCIAL 22,591,622. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF AFFILIATES INCLUDED IN CONSOLIDATED FINANCIAL 24,715,175. WRITE OFF OF UNCOLLECTIBLE PLEDGES REPORTED ON PART XI, LINE 9 295,625. 1 HOLOCAUST SURVIVOR / SOCIAL SERVICES PROGRAM - CASH ASSISTANCE FOR RENT, MEDICAL EXPENSES, CLOTHING, FURNITURE, AND BASIC NECESSITIES 1768357 PART I, LINE 2: ASSISTANCE PROVIDED TO INDIVIDUALS IS BASED ON FINANCIAL NEED, WHICH IS DETERMINED BY PROGRAMMATIC MANAGEMENT. ALL GRANTS ARE TRACKED SEPARATELY FOR PROGRAMMATIC STAFF RESPONSIBLE FOR FUNDS TO ENSURE THAT FOUNDS ARE USED FOR INTENDED PURPOSES. SUCH STAFF ENSURES THAT ELIGIBILITY REQUIREMENTS ARE MET AND LOGS ARE KEPT TO ENSURE THAT THE TOTAL DISBURSEMENTS ARE WITHIN SPECIFIED AMOUNTS. THE LOGS ARE RECONCILED WITH FINANCE DEPARTMENT QUARTERLY. X 1 1 X X X X 0 1 0 0 0 0 0 1 0 STUART C KAPLAN CHIEF EXECUTIVE OFFICER 818845 0 142883 0 48012 0 25061 0 66693 0 1101494 0 0 0 RUSSELL LUSAK CHIEF OPERATING OFFICER 296641 0 44491 0 27035 0 35840 0 22107 0 426114 0 0 0 PAULA YAMAKAITIS CHIEF FINANCIAL OFFICER 247962 0 34763 0 22782 0 25658 0 24634 0 355799 0 0 0 MARK PARAUDA VP, HR AND LABOR RELATIONS 170824 0 13237 0 863 0 5548 0 51820 0 242292 0 0 0 STEVEN TEPPER GENERAL COUNSEL 169024 0 8927 0 2767 0 5767 0 39615 0 226100 0 0 0 AMY THOMAS VP, HOME CARE 176723 0 12712 0 2796 0 5767 0 19565 0 217563 0 0 0 ASTRID ANDRE DEPUTY LEGAL COUNSEL 167820 0 0 0 138 0 5039 0 17389 0 190386 0 0 0 MICHAEL QUALLET DIRECTOR VSC/SERVICE DELIV 133910 0 0 0 138 0 4021 0 48133 0 186202 0 0 0 KOKU BADASU MANAGING DIR., HOMECARE 132454 0 150 0 396 0 3990 0 48615 0 185605 0 0 0 HANAN SIMHON VP HSP 161287 0 11505 0 742 0 5206 0 2118 0 180858 0 0 0 RENEE PICARD WALSH VSC DIRECTOR 165089 0 0 0 96 0 0 0 1201 0 166386 0 0 0 MOHINI MISHRA VP SENIOR COMMUNITIES 144999 0 0 0 90 0 4353 0 818 0 150260 0 0 0 PART I, LINE 1A THE ORGANIZATION PROVIDED HOUSING BENEFITS TO STUART C. KAPLAN, WHICH WAS TREATED AS TAXABLE COMPENSATION TO HIM. THE AMOUNT IS INCLUDED IN PART II, COLUMN B(III). PART I, LINE 4B THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT 457(F) PLAN: -STUART C. KAPLAN -RUSSELL LUSAK PART I, LINE 7 THE ORGANIZATION PAID BOARD-APPROVED PERFORMANCE-BASED BONUSES IN 2022, WHICH ARE REPORTED IN PART II, COLUMN (B)(II). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE FINANCE COMMITTEE AND A COMPLETE COPY OF THE RETURN IS PROVIDED ELECTRONICALLY TO THE ENTIRE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS AND EXECUTIVE STAFF EMPLOYEES 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 15 THE PROCESS THAT SELFHELP COMMUNITY SERVICES USES FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO AND OTHER TOP MANAGEMENT IS MODELED AFTER THE REQUIREMENTS IN INTERNAL REVENUE CODE SECTION 4958 TO ESTABLISH THE PRESUMPTION OF REASONABLE COMPENSATION. COMPENSATION WAS REVIEWED AND APPROVED BY A COMPENSATION COMMITTEE (THE COMMITTEE) OF THE BOARD, WHICH IS COMPRISED OF INDEPENDENT PERSONS. THE COMMITTEE ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT THAT PRESENTS COMPARABLE MARKET DATA FROM PUBLISHED SURVEYS OF COMPARABLE ORGANIZATIONS IN EVALUATING THE COMPENSATION FOR EACH INDIVIDUAL. FOR 2022, THE COMMITTEE RECEIVED THE CONSULTANT'S REPORT AND SALARY SURVEY AS ASSESSED IN COMPARISON TO MARKET MOVEMENT AND SELFHELP'S EXECUTIVE COMPENSATION. THE COMMITTEE CONDUCTED A REVIEW OF THIS COMPARABILITY DATA AND DOCUMENTED ITS DELIBERATION AND DISCUSSION IN MINUTES THAT ARE RETAINED WITH THE OTHER GOVERNANCE MATERIALS OF THE ORGANIZATION. THE COMMITTEE FOLLOWED THE PROCESS TO ESTABLISH THE PRESUMPTION THAT COMPENSATION PAID TO THE CEO AND OTHER TOP MANAGEMENT FOR PURPOSES OF SECTION 4958 BY RELYING ON PROFESSIONAL ADVICE IN THE WRITTEN OPINION OF REASONABLENESS FROM THE INDEPENDENT COMPENSATION CONSULTANT. THE PROCESS AS DESCRIBED ABOVE WAS LAST CONDUCTED IN 2022. 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 XI, LINE 9: WRITE OFF OF UNCOLLECTIBLE PLEDGES -295,625. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT 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. 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