SELFHELP COMMUNITY SERVICES FOUNDATION INC (EIN 135654450) - 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

1953

Legal Domicile

Principal Officer

STUART C KAPLAN

Phone

2129717600

Tax Period

2023-07-01 to 2024-06-30

SELFHELP COMMUNITY SERVICES FOUNDATION INC, founded in 1953, is a community nonprofit that reported $5.7M in total revenue in fiscal year 2023. Net assets of $16.1M represent 34 months of operating reserves.

Mission

TO PROVIDE SUPPORT TO SELFHELP COMMUNITY SERVICES, INC. AND ANY OTHER ORGANIZATION WHOSE PURPOSE IS TO PROVIDE AID AND ASSISTANCE TO AGED OR INDIGENT PERSONS.

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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 $5,415,012

Program Service Revenue $0

Investment Income $207,627

Other Revenue $102,639

TOTAL REVENUE $5,725,278

Expense Breakdown

Grants Paid $3,967,777

Salaries & Benefits $1,048,514

Fundraising Expenses $613,191

Program Expenses $4,609,379

Other Expenses $656,116

TOTAL EXPENSES $5,767,303

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,725,278	$5,392,129	+0.1%
Expenses	$5,767,303	$2,851,806	+1.0%
Net Income	$-42,025	$2,540,323	-1.0%

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

$274,333

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STACI BARBER	CO-CHAIR	1.00	Officer Director	$0	$0	$0
DEBRAH LEE CHARATAN	CO-CHAIR	2.00	Officer Director	$0	$0	$0
STUART C KAPLAN	CEO/DIRECTOR	2.00	Officer Director	$0	$0	$0
RICHARD SCHARF	SECRETARY	2.00	Officer Director	$0	$0	$0
MICHAEL BAMBERGER	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS BAUM	DIRECTOR	2.00	Director	$0	$0	$0
BERT E BRODSKY	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW A CANTOR	DIRECTOR	1.00	Director	$0	$0	$0
JAMES COHEN	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY S JACOB	DIRECTOR	1.00	Director	$0	$0	$0
PATTI ASKWITH KENNER	DIRECTOR	1.00	Director	$0	$0	$0
PAUL LEVINSOHN	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA M MISHRA	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS H ROCHE	DIRECTOR	1.00	Director	$0	$0	$0
RAYMOND VJ SCHRAG	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN R STEINWURTZEL	DIRECTOR	1.00	Director	$0	$0	$0
LORI STOKES	DIRECTOR	1.00	Director	$0	$0	$0
VICTOR A WYLER	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES YASSKY	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY A ZOREK	DIRECTOR	1.00	Director	$0	$0	$0
LYNNE WOLITZER	DIRECTOR	1.00	Director	$0	$0	$0
LOIS DEUTSCH	EXECUTIVE DIRECTOR	35.00	Officer	$228,178	$46,155	$274,333
ELIZABETH LYNN	VP, GRANTS AND RESEARCH	35.00	Highest	$144,071	$70,740	$214,811
KEVIN BROSNICK	DIRECTOR OF DEVELOPMENT	35.00	Highest	$126,293	$6,227	$132,520

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
2025	No data	No data	No data	No data
2024	$5,725,278	$5,767,303	$16,305,347	$-42,025
2023	$5,392,129	$2,851,806	$15,278,417	$2,540,323
2022	$1,453,773	$3,454,128	$13,371,331	$-2,000,355
2021	$7,031,433	$2,250,489	$14,640,305	$4,780,944
2020	$1,040,705	$1,825,622	$8,020,088	$-784,917
2019	$1,851,191	$698,578	$8,391,585	$1,152,613
2018	$1,105,310	$319,189	$7,151,925	$786,121

SELFHELP COMMUNITY SERVICES FOUNDATION INC