2024-04-24T15:16:15-05:00 2023-06-30 941481988 BOWMAN & COMPANY LLP 10100 TRINITY PARKWAYSTE 310 STOCKTON CA 95219 990 2022-07-01 941750717 SELF-HELP FOR THE ELDERLY SELF 4156777600 731 SANSOME STREET 100 SAN FRANCISCO CA 94111 ANNI CHUNG PRESIDENT & CEO 4156777600 2024-04-17 1 ANNI CHUNG 999009999 0 TARA EASTWOOD P00539129 2094731040 2024-03-27 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANNI CHUNG 731 SANSOME STREET 100 SAN FRANCISCO CA 94111 33296326 0 X WWW.SELFHELPELDERLY.ORG X 1971 CA TO PROVIDE TRUSTWORTHY AND DEVOTED CARE FOR SENIORS TO PROMOTE THEIR INDEPENDENCE, DIGNITY, AND SELF-WORTH. 19 18 468 1520 0 0 24281068 26501306 6004498 5562079 138719 204354 542291 621996 30966576 32889735 0 0 0 0 15930541 17774460 0 0 437847 12272891 12893961 28203432 30668421 2763144 2221314 21260459 26744337 5113498 8158144 16146961 18586193 X 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. 0 0 10149208 34952 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. 7891509 60664 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, EDUCATION, AND DISPUTE RESOLUTION SERVICES TO CONSUMERS WITH LIMITED ENGLISH PROFICIENCY RELATED TO TELECOMMUNICATION AND ELECTRICITY AND NATURAL GAS BILLS AND ISSUES. 4720368 0 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 EMPLOY SKILLED WORKERS AND SUPPORT ECONOMIC SELF-SUFFICIENCY. A NEIGHBORHOOD-BASED "ONE-STOP" JOB CENTER UNDER THIS PROGRAM PROVIDES INFORMATION AND REFERRALS, JOB PREPARATION, AND PLACEMENT SERVICES. 4986498 5466463 HOUSING: THIS PROGRAM CONSISTS OF THE LOW-INCOME HOUSING OPERATIONS OF PINE VIEW, AUTUMN GLOW AND LINCOLN COURT.IN-HOME SUPPORTIVE SERVICES: THIS PROGRAM PROVIDES SHORT-TERM PERSONAL CARE ASSISTANCE AND HOUSEKEEPING SERVICES TO FRAIL SENIORS.HOME HEALTH CARE: SELF-HELP IS A MEDICARE-CERTIFIED, STATE-LICENSED HOME HEALTH CARE AGENCY. SERVICES INCLUDE SKILLED NURSING, PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES, MEDICAL SOCIAL SERVICES, AND CERTIFIED HOME HEALTH AIDE SERVICES. SERVICES ARE PROVIDED PURSUANT TO A PHYSICIAN'S ORDERS AND TAKE PLACE IN THE PATIENT'S HOME.BOARD AND CARE: SELF-HELP PROVIDES PERSONAL CARE, ROUND-THE-CLOCK SUPERVISION, ACTIVITIES, ROOM, BOARD, AND HOUSEKEEPING SERVICES IN AUTUMN GLOW ALZHEIMER'S CARE HOME.ADULT DAY SERVICES: THE DAY SERVICES CENTER PROVIDES A DAY-LONG PROGRAM OF NURSING, MEDICAL SOCIAL SERVICES, PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES AND ACTIVITIES TO FRAIL SENIORS AND THOSE AFFLICTED WITH ALZHEIMER'S DISEASE OR OTHER DEMENTIA.HOSPICE: SELF-HELP IS A MEDICARE-CERTIFIED AND STATE-LICENSED HOSPICE THAT PROVIDES SERVICES TO TERMINALLY ILL PATIENTS. SERVICES INCLUDE SKILLED NURSING, CERTIFIED HOME HEALTH AIDE SERVICES, MEDICAL SOCIAL SERVICES, COUNSELING, AND PHYSICAL THERAPY. THE HOSPICE TEAM, UNDER THE DIRECTION OF THE HOSPICE MEDICAL DIRECTOR, COLLABORATES WITH PATIENTS AND THEIR FAMILIES TO DESIGN AN INDIVIDUALIZED PLAN OF CARE FOR THE PATIENT. 4986498 5466463 27747583 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 118 0 1 468 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X LENY NAIR 4156777600 731 SANSOME STREET 100 SAN FRANCISCO CA 94111 ANNI CHUNG PRESIDENT & CEO 38.00 2.00 X X 251648 0 21440 NICHOLAS JAY CHAIR 1.00 0.20 X X 0 0 0 ANNE HINTON VICE-CHAIR 1.00 X X 0 0 0 JANIE KAUNG SECRETARY 1.00 0.20 X X 0 0 0 WILLIAM SCHULTE TREASURER 1.00 0.20 X X 0 0 0 DICKSON SUM VICE-CHAIR OF REAL ESTATE 1.00 X X 0 0 0 ANGEL K CHEN DIRECTOR 1.00 X 0 0 0 TILLY CHANG DIRECTOR 1.00 0.20 X 0 0 0 YAT-PANG AU DIRECTOR 1.00 X 0 0 0 JOSEPH LAU DIRECTOR 1.00 0.20 X 0 0 0 WENDY KWOK DIRECTOR 1.00 X 0 0 0 DOMINIC LI DIRECTOR 1.00 X 0 0 0 DR RANDALL LOW DIRECTOR 1.00 0.20 X 0 0 0 MAGDALEN MUI DIRECTOR 1.00 X 0 0 0 MARY CHANG DIRECTOR 1.00 X 0 0 0 VICKY M WONG DIRECTOR 1.00 X 0 0 0 PAUL ZEN DIRECTOR 1.00 X 0 0 0 SEBASTIAN WONG DIRECTOR 1.00 X 0 0 0 JERRY LEE ESQ DIRECTOR 1.00 X 0 0 0 RELENY NAIR CHIEF FINANCIAL OFFICER 38.00 2.00 X 161587 0 30168 WENDY LAU HUMAN RESOURCES OFFICER 40.00 X 122901 0 25729 WINNIE H YU PROGRAMS & ADMIN - DIRECTOR 40.00 X 117820 0 24028 NATALIA P PRISTUPA PATIENT CARE SVCS - DIRECTOR 40.00 X 107741 0 19870 JIANHUI TAN INFORMATION TECHNOLOGY MGR 40.00 X 108490 0 18369 ZHAO DONG TAN NUTRITION & SR CTRS - DIRECTOR 40.00 X 105555 0 22879 975742 0 162483 7 0 1 0 MOONCHEF LLC 731 SANSOME ST STE 100 SAN FRANCISCO CA 94111 FOOD CATERER FOR PROGRAM SERVICES 3539274 MILESTONE CONSULTING 18375 VENTURA BLVD SUITE 358 TARZANA CA 91356 SUBCONTRACTOR FOR TEAMS & CHANGES 672865 TELLUEAT 443 MADRID ST SAN FRANCISCO CA 94112 FOOD CATERER FOR PROGRAM SERVICES 101878 3 333060 23703469 2464777 62569 26501306 HOUSEKEEPING/HOME HEALTH AIDE 623990 2062639 2062639 MEDI-CAL & MEDICARE 623990 1522711 1522711 HOME HEALTH CARE 621610 976544 976544 BOARD & CARE 541860 720388 720388 NUTRITION PROGRAMS 623990 34952 34952 244845 244845 5562079 183954 183954 20400 0 20400 20400 20400 969395 333060 406591 562804 562804 INSURANCE RECOVERIES 900099 29511 29511 REBATES AND REWARDS 900099 16536 16536 MISCELLANEOUS 900099 13145 13145 59192 32889735 5562079 0 826350 X 490141 254362 235779 13799152 12414109 1120518 264525 235968 214764 17051 4153 2133158 1918265 178462 36431 1116041 995797 101504 18740 62750 62750 3363046 3176088 184607 2351 84970 43227 28330 13413 890137 738047 130250 21840 1483192 1365488 89563 28141 251314 239003 11367 944 157617 118086 34144 5387 83558 83193 365 350841 103952 246889 276505 261071 13734 1700 MEAL COSTS 4738536 4736779 1270 487 SUBSIDY EXPENSES 637819 637819 PROGRAM EXPENSE 239318 222768 10289 6261 MEDICAL SUPPLIES 7726 7726 266632 217039 16119 33474 30668421 27747583 2482991 437847 6648596 7325246 685428 2145217 3871466 4409094 590548 558195 208618 57361 6855278 3598356 3081612 3256922 5226779 5500252 947412 3492050 21260459 26744337 2898611 4300782 267544 179139 1703043 1656935 244300 2021288 5113498 8158144 X 13317968 13755976 2828993 4830217 16146961 18586193 21260459 26744337 2221314 217918 0 X X 0 1 X 1 1 1 X 17316413 20487094 19815521 24281068 26501306 108401402 17316413 20487094 19815521 24281068 26501306 108401402 108401402 57340 65053 66315 138719 183594 511021 18792 148351 50699 270645 59192 547679 109460102 35342671 0.99030 0.99070 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 18,792. 2020 AMOUNT: $ 4,340. 2021 AMOUNT: $ 28,828. 2022 AMOUNT: $ 13,145. INSURANCE RECOVERIES - 2019 AMOUNT: $ 148,351. 2020 AMOUNT: $ 27,813. 2021 AMOUNT: $ 31,895. 2022 AMOUNT: $ 29,511. REBATES AND REWARDS - 2020 AMOUNT: $ 18,546. 2022 AMOUNT: $ 16,536. BAD DEBT RECOVERY - 2021 AMOUNT: $ 209,922. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1187702 1187702 3257531 2186821 1070710 400446 252263 148183 306351 209541 96810 1703248 949731 753517 3256922 DEPOSITS 255101 RELATED PARTY RECEIVABLES 616395 DEVELOPMENT IN PROGRESS 859248 RIGHT-OF-USE ASSETS - OPERATING, NET 1622349 RIGHT-OF-USE ASSETS - FINANCING, NET 138957 3492050 DEPOSITS 241023 ACCRUED INTEREST PAYABLE 6582 RIGHT-OF-USE ASSETS - OBLIGATION 1773683 2021288 X PART X, LINE 2: SELF-HELP, PINE VIEW, AND AUTUMN GLOW ARE EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER PROVISIONS OF SECTION 501(C)(3) AND SECTION 23701(D) OF THE INTERNAL REVENUE CODE AND CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. LINCOLN COURT IS A PARTNERSHIP AND THE PARTNERSHIP'S INCOME OR LOSS IS REPORTED BY THE PARTNERS ON THEIR INCOME TAX RETURNS. MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION'S FEDERAL AND STATE INFORMATION OR PARTNERSHIP RETURNS ARE SUBJECT TO EXAMINATION BY REGULATORY AGENCIES, GENERALLY FOR THREE YEARS AND FOUR YEARS AFTER THEY WERE FILED FOR FEDERAL AND STATE, RESPECTIVELY. GALA 1072532 287300 785232 28290 139941 8967 130236 GOLF TOURNAMENT 164916 0 164916 2017 3000 8563 59582 5 65007 45760 19247 109 3000 22886 1302455 333060 969395 2126 31290 151504 8967 212704 406591 562804 X X 0 0 0 0 0 0 0 0 0 ANNI CHUNG PRESIDENT & CEO 251648 0 0 0 0 0 6004 0 15436 0 273088 0 0 0 RELENY NAIR CHIEF FINANCIAL OFFICER 161587 0 0 0 0 0 5068 0 25100 0 191755 0 0 0 PART I, LINE 3 SELF-HELP FOR THE ELDERLY PARTICIPATES IN THE ANNUAL SURVEY OF COMPENSATION AND BENEFITS OF OVER 350 NON-PROFIT ORGANIZATIONS IN THE NORTHERN CALIFORNIA. THE ORGANIZATION EVALUATES COMPENSATION AND BENEFITS BASED ON THE SIZE, LOCATION, JOB CLASSIFICATION, AND RESPONSIBILITY & NORMALLY SETS THE RANGE AROUND THE 50 PERCENTILE OF THE MEDIAN. THE COMPENSATION IS APPROVED BY THE BOARD AND DOCUMENTED IN THE MINUTES. THE PRESIDENT AND CEO DOES NOT PARTICIPATE IN THE APPROVAL OF HER COMPENSATION. X RING CAMERAS 240 62569 COST 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS PROVIDED TO ALL VOTING MEMBERS VIA EMAIL FOR THEIR REVIEW AND DISCUSSION AT THE BOARD MEETING BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C NO MEMBER OF THE BOARD OF DIRECTORS OR STAFF SHALL DERIVE ANY PERSONAL PROFIT OR GAIN, DIRECTLY OR INDIRECTLY BY REASON OF HIS OR HER PARTICIPATION IN THE ORGANIZATION AND ITS AFFILIATES. EACH INDIVIDUAL SHALL DISCLOSE TO THE ORGANIZATION AND ANY APPLICABLE AFFILIATE OF ANY PERSONAL INTEREST WHICH HE OR SHE MAY HAVE IN ANY MATTER PENDING BEFORE THE ORGANIZATION AND THAT PERSON SHALL REFRAIN FROM PARTICIPATION IN ANY DECISION ON SUCH MATTER. FORM 990, PART VI, SECTION B, LINE 15A SELF-HELP FOR THE ELDERLY PARTICIPATES IN THE ANNUAL SURVEY OF COMPENSATION AND BENEFITS OF OVER 350 NON-PROFIT ORGANIZATIONS IN THE NORTHERN CALIFORNIA. THE ORGANIZATION EVALUATES COMPENSATION AND BENEFITS BASED ON THE SIZE, LOCATION, JOB CLASSIFICATION, AND RESPONSIBILITY & NORMALLY SETS THE RANGE AROUND THE 50 PERCENTILE OF THE MEDIAN. THE COMPENSATION IS APPROVED BY THE BOARD. THE PRESIDENT AND CEO DOES NOT PARTICIPATE IN THE APPROVAL OF HER COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE ADMINISTRATIVE OFFICE AND ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 133,285. MANAGEMENT AND GENERAL EXPENSES 105,292. FUNDRAISING EXPENSES 2,351. TOTAL EXPENSES 240,928. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 1,985. MANAGEMENT AND GENERAL EXPENSES 79,315. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 81,300. SUBCONTRACTOR FEES: PROGRAM SERVICE EXPENSES 3,040,818. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,040,818. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. PINE VIEW HOUSING CORPORATION 731 SANSOME STREET 100 SAN FRANCISCO CA 94111 942919237 HOUSING FOR LOW-INCOME SENIORS CA 501(C)(3) LINE 7 SELF-HELP FOR THE ELDERLY 1 AUTUMN GLOW ALZHEIMER'S CARE HOME INC 731 SANSOME STREET 100 SAN FRANCISCO CA 94111 943298967 HOUSING FOR PEOPLE WITH ALZHEIMER'S DISEASE CA 501(C)(3) LINE 10 SELF-HELP FOR THE ELDERLY 1 LINCOLN COURT ASSOCIATES 9 CUSHING SUITE 200 IRVINE CA 92618 352224785 AFFORDABLE HOUSING CA SELF-HELP FOR THE ELDERLY RELATED 10409 15545321 0 1 0.99510 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 PINE VIEW HOUSING CORPORATION L 63480 AGREEMENT PINE VIEW HOUSING CORPORATION O 352756 COST PINE VIEW HOUSING CORPORATION Q 92120 COST AUTUMN GLOW ALZHEIMER'S CARE HOME INC O 100500 COST