SELFHELP SPECIAL FAMILY HOME CARE INC (EIN 133801721) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

STUART C KAPLAN

Phone

2129717606

Tax Period

2023-01-01 to 2023-12-31

SELFHELP SPECIAL FAMILY HOME CARE INC, founded in 1994, is a community nonprofit in the Human Services sector that reported $6.0M in total revenue in fiscal year 2023. Revenue surged 368% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.6M, a strong 76% operating margin.

Mission

TO PROMOTE INDEPENDENT LIVING TO MEET THE NEEDS OF SENIOR AND AT-RISK POPULATIONS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,692

Program Service Revenue $269,945

Investment Income $5,700,000

Other Revenue $0

TOTAL REVENUE $5,972,637

Expense Breakdown

Grants Paid $0

Salaries & Benefits $476,940

Fundraising Expenses $0

Program Expenses $1,067,477

Other Expenses $934,037

TOTAL EXPENSES $1,410,977

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,972,637	$1,277,025	+3.7%
Expenses	$1,410,977	$1,238,428	+0.1%
Net Income	$4,561,660	$38,597	+117.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,935,928

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER H JAKES	PRESIDENT	1.00	Officer Director	$0	$0	$0
ERNEST L BIAL	TREASURER	1.00	Officer Director	$0	$0	$0
RAYMOND SCHRAG	SECRETARY	1.00	Officer Director	$0	$0	$0
STUART KAPLAN	CHIEF EXECUTIVE OFFICER	2.00	Officer	$0	$103,218	$1,128,602
RUSSELL LUSAK	CHIEF OPERATING OFFICER	2.00	Officer	$0	$47,094	$427,804
PAULA YAMAKAITIS	CHIEF FINANCIAL OFFICER	2.00	Officer	$0	$57,614	$379,522
DENEISHA WHITE	DIRECTOR OF PATIENT SERVICES	35.00	Highest	$136,398	$59,005	$195,403

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2023	$5,972,637	$1,410,977	$103,059	$4,561,660
2022	$1,277,025	$1,238,428	$85,496	$38,597
2021	$493,750	$1,313,180	$86,526	$-819,430
2020	$593,324	$1,401,542	$151,349	$-808,218
2019	$388,837	$1,108,625	$103,976	$-719,788
2018	$493,359	$928,039	$306,064	$-434,680

SELFHELP SPECIAL FAMILY HOME CARE INC