2025-05-14T21:59:33-05:00 2024-06-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2023-07-01 831013439 SELFHELP REALTY GROUP INC SELF 2129717606 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 STUART C KAPLAN CEO 2129717606 2025-05-14 1 1 EVA MRUK P00543254 2122862600 2025-05-09 2023 2025-03-06 01:10:19Z STUART C KAPLAN 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 4716538 0 X N/A X 2018 NY TO ACT AS DEVELOPER AND SPONSOR OF AFFORDABLE HOUSING. 15 15 36 15 0 0 1350010 2392590 1293805 2097745 68670 50468 153231 175735 2865716 4716538 1000 0 0 0 2463589 2934421 0 0 0 1220543 1192301 3685132 4126722 -819416 589816 6993478 7351399 5621453 5389558 1372025 1961841 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 2564241 0 2097745 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. 2564241 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 8 0 36 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 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 1.00 X X 0 0 0 RICHARD ROBERTS VICE CHAIRMAN 2.00 1.00 X X 0 0 0 RONALD F RIES SECRETARY/TREASURER 2.00 2.00 X X 0 0 0 CHUCK BRASS DIRECTOR 1.00 0.00 X 0 0 0 MARK JAHR DIRECTOR 1.00 0.00 X 0 0 0 JUDI KENDE DIRECTOR 1.00 0.00 X 0 0 0 RONALD KISNER DIRECTOR 1.00 0.10 X 0 0 0 DANIEL MAGIDSON DIRECTOR 1.00 0.00 X 0 0 0 ILSE MELAMID DIRECTOR 1.00 0.00 X 0 0 0 ALFRED NETTER DIRECTOR 1.00 1.00 X 0 0 0 KEVIN PORTNOY DIRECTOR 1.00 1.00 X 0 0 0 DARON TUBIAN DIRECTOR 1.00 1.00 X 0 0 0 DEBORAH VANAMERONGEN DIRECTOR THRU 1.00 0.00 X 0 0 0 DAVID WALSH DIRECTOR 1.00 0.00 X 0 0 0 VICTOR A WYLER DIRECTOR 1.00 3.80 X 0 0 0 STUART C KAPLAN CHIEF EXECUTIVE OFFICER 2.00 38.00 X 0 1025384 103218 PAULA YAMAKAITIS CHIEF FINANCIAL OFFICER 2.00 38.00 X 0 321908 57614 EVELYN WOLFF EXECUTIVE DIRECTOR THRU 10/2023 35.00 0.80 X 194210 0 51979 LISA TRUB EXECUTIVE DIRECTOR OF SRG 35.00 0.00 X 185601 0 27952 DOROTHY KERN VP ASSET MANAGEMENT 35.00 0.00 X 176093 0 24227 SUSAN WRIGHT VP DESIGN & CONSTRUCTION 35.00 0.00 X 152995 0 23390 PAMELA SLIGHTER AVP OF MULTIFAMILY & COMMERCIAL REAL ESTATE 35.00 0.00 X 113609 0 22085 BRIAN DENNIS VP OF AFFORDABLE HOUSING 35.00 0.00 X 126540 0 56701 949048 1347292 367166 6 0 1 0 BENCHMARK TITLE AGENCY 222 BLOOMINGDALE ROAD WHITE PLAINS NY 10605 TITLE SERVICES 171421 1 73000 984208 570997 764385 2392590 SOCIAL SERVICES 531390 1531662 1531662 DEVELOPER FEES 900099 566083 566083 2097745 50468 50468 REIMBURSEMENTS 900099 175735 175735 175735 4716538 2097745 0 226203 X 423653 423653 1896913 752897 1144016 112018 64165 47853 328350 179946 148404 173487 105898 67589 35933 21709 14224 575103 572264 2839 2617 2000 617 288581 235733 52848 2613 1735 878 98588 41798 56790 1756 81 1675 15474 15474 6301 5240 1061 ADMINISTATIVE EXPENSES 105287 98341 6946 STAFF DEVELOPMENT 34262 33579 683 OTHER EXPENSE 25368 25202 166 BAD DEBT EXPENSE 418 418 4126722 2564241 1562481 0 630534 48069 2327435 82320 107729 716038 2140144 2571132 0 661 59434 15653 19431 43781 1768205 3889398 6993478 7351399 381285 482487 114412 286264 5125756 4620807 5621453 5389558 X 1372025 1961841 1372025 1961841 6993478 7351399 589816 0 X X 0 1 X 1 0 X 450000 967879 556460 1350010 2392590 5716939 341520 513662 2237959 1293805 2097745 6484691 791520 1481541 2794419 2643815 4490335 12201630 0 306872 399618 1792862 471753 2971105 306872 399618 1792862 471753 2971105 9230525 1121 68670 50468 120259 1121 68670 50468 120259 74715 147619 166945 153231 175735 718245 866235 1629160 2962485 2865716 4716538 13040134 0.70790 0.62610 0.00920 0.00800 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: REIMBURSEMENTS - 2019 AMOUNT: $ 74,715. 2020 AMOUNT: $ 147,121. 2021 AMOUNT: $ 166,945. 2022 AMOUNT: $ 153,231. 2023 AMOUNT: $ 175,735. MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 498. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 59434 15653 43781 43781 DUE FROM AFFILIATES 3889398 3889398 DUE TO AFFILIATES 4620807 4620807 X 14477178 10059827 10059827 4417351 299187 299187 4716538 5728967 1901432 1901432 3827535 299187 299187 4126722 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 10,059,827. PART XI, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS IN CONSOLIDATED FINANCIAL STATEMENTS 299,187. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM CONSOLIDATED ORGANIZATION IN FINANCIAL STATEMENTS 1,901,432. PART XII, LINE 4B - OTHER ADJUSTMENTS: ELIMINATIONS IN CONSOLIDATED FINANCIAL STATEMENTS 299,187. X X X X 0 0 0 0 0 0 0 1 0 STUART C KAPLAN CHIEF EXECUTIVE OFFICER 0 829451 0 147169 0 48764 0 30762 0 72456 0 1128602 0 0 PAULA YAMAKAITIS CHIEF FINANCIAL OFFICER 0 262419 0 36657 0 22832 0 29983 0 27631 0 379522 0 0 EVELYN WOLFF EXECUTIVE DIRECTOR THRU 10/2023 176991 0 13610 0 3609 0 5826 0 46153 0 246189 0 0 0 LISA TRUB EXECUTIVE DIRECTOR OF SRG 185414 0 100 0 87 0 5568 0 22384 0 213553 0 0 0 DOROTHY KERN VP ASSET MANAGEMENT 175712 0 0 0 381 0 5283 0 18944 0 200320 0 0 0 BRIAN DENNIS VP OF AFFORDABLE HOUSING 126488 0 0 0 52 0 3796 0 52905 0 183241 0 0 0 SUSAN WRIGHT VP DESIGN & CONSTRUCTION 152464 0 150 0 381 0 4590 0 18800 0 176385 0 0 0 PART I, LINE 7 THE ORGANIZATION PAID BOARD-APPROVED DISCRETIONARY BONUSES DURING CALENDAR YEAR 2023 AND IS INCLUDED IN THE INDIVIDUALS FORM W-2. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE CORPORATION SHALL BE SELFHELP COMMUNITY SERVICES, INC. ("SELFHELP"). FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBER HAVE THE POWER TO ELECT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION'S MEMBER HAS THE POWER TO AMEND THE GOVERNING DOCUMENTS AND TO REMOVE BOARD MEMBERS. 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 DEVELOPMENT: PROGRAM SERVICE EXPENSES 486,889. MANAGEMENT AND GENERAL EXPENSES 2,415. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 489,304. RECREATION AND TEACHING: PROGRAM SERVICE EXPENSES 85,375. MANAGEMENT AND GENERAL EXPENSES 424. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 85,799. 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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