SELFHELP FOUNDATION (EIN 364038810) - 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

1995

Legal Domicile

Principal Officer

STEVEN LEVY

Phone

7732710300

Tax Period

2023-10-01 to 2024-09-30

SELFHELP FOUNDATION, founded in 1995, is a small nonprofit in the Employment sector that reported $353K in total revenue in fiscal year 2023. Revenue fell 61% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $353K, a strong 100% operating margin.

Mission

THE SELFHELP FOUNDATION WAS CREATED AS A SUPPORTING ORGANIZATION FOR THE SELFHELP HOME, INC.

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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 $5,000

Program Service Revenue $0

Investment Income $348,464

Other Revenue $0

TOTAL REVENUE $353,464

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $56

TOTAL EXPENSES $56

Year-over-Year Comparison

	2023	2022	Change
Revenue	$353,464	$904,575	-0.6%
Expenses	$56	$74	-0.2%
Net Income	$353,408	$904,501	-0.6%

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

N/A

Volunteers

N/A

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

$364,180

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AUSTIN L HIRSCH	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARTHA W LOEWENTHAL	VICE PRESIDENT - UNTIL 01/24	1.00	Officer Director	$0	$0	$0
NATE HARTMANN	VICE PRESIDENT - AS OF 02/24	1.00	Officer Director	$0	$0	$0
ETHAN BENSINGER	SECRETARY	1.00	Officer Director	$0	$0	$0
RICHARD EGGENER	TREASURER - UNTIL OF 09/24	1.00	Officer Director	$0	$0	$0
DANIEL WOLF	TREASURER - AS OF 09/24	1.00	Officer Director	$0	$0	$0
DIANE ALTKORN	DIRECTOR - AS OF 09/24	1.00	Director	$0	$0	$0
JACK BIERIG	DIRECTOR	1.00	Director	$0	$0	$0
LISA FINGERHUT CARLTON	DIRECTOR - AS OF 09/24	1.00	Director	$0	$0	$0
JAMES GIMPEL	DIRECTOR	1.00	Director	$0	$0	$0
TINA HERPE	DIRECTOR - UNTIL 09/24	1.00	Director	$0	$0	$0
MARC HORK	DIRECTOR	1.00	Director	$0	$0	$0
DR RAPHAEL JUSS	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE KANE	DIRECTOR - AS OF 09/24	1.00	Director	$0	$0	$0
ARTHUR KOHN	DIRECTOR	1.00	Director	$0	$0	$0
SAM LICHTENFELD	DIRECTOR - AS OF 09/24	1.00	Director	$0	$0	$0
STEVEN LOEWENTHAL	DIRECTOR - UNTIL 01/24	1.00	Director	$0	$0	$0
STEPHEN NECHTOW	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL A PERLSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
JO REIZNER	DIRECTOR	1.00	Director	$0	$0	$0
DR MICHAEL H RIES	DIRECTOR	1.00	Director	$0	$0	$0
LES STERN	DIRECTOR - UNTIL 05/24	1.00	Director	$0	$0	$0
JERROLD WOLF	DIRECTOR	1.00	Director	$0	$0	$0
JUDITH WOLF	DIRECTOR	1.00	Director	$0	$0	$0
MARK DUBOVICK - AS OF 0824	CHIEF EXECUTIVE OFFICER	1.00	Officer	$0	$0	$0
STEVEN LEVY	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$5,451	$163,404
SHEILA BOGEN	EXECUTIVE DIRECTOR - UNTIL 11/23	1.00	Officer	$0	$504	$200,776

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
2024	$353,464	$56	$14,024,117	$353,408
2023	$904,575	$74	$13,176,460	$904,501
2022	$469,199	$84	$11,963,905	$469,115
2021	$532,775	$60,375	$15,174,237	$472,400
2020	$465,184	$55,697	$14,647,176	$409,487
2019	$242,023	$98,938	$14,524,586	$143,085
2018	$1,670,530	$11,273	$14,410,753	$1,659,257

SELFHELP FOUNDATION