SELF-HELP FOR THE ELDERLY

EIN: 941750717 501(c)(3) Human Services

SAN FRANCISCO, CA

Total Revenue
$36,381,154
Total Expenses
$33,282,597
Total Assets
$38,006,429
Net Assets
$29,871,896
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Financial Trends

Organization Details

Formation Year
1971
Legal Domicile
CA
Principal Officer
ANNI CHUNG
Phone
4156777600
Tax Period
2024-07-01 to 2025-06-30

SELF-HELP FOR THE ELDERLY, founded in 1971, is a mid-sized nonprofit in the Human Services sector that reported $36.4M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $33.3M left a modest 9% surplus.

Mission

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.

Program Service Accomplishments

Program 1
Expenses: $9,991,299 Revenue: $54,803

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...

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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.

Program 2
Expenses: $6,720,715 Revenue: $139,590

SOCIAL SERVICES/TEAM/CHANGES: THESE SERVICES INCLUDE CASE MANAGEMENT, COUNSELING, ASSISTING CLIENTS IN COMPLETING FORMS, AND TRANSLATING FORMS AND DOCUMENTS FOR SENIORS. TELECOMMUNICATIONS EDUCATION...

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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.

Program 3
Expenses: $6,186,133 Revenue: $47,640

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...

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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.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $27,675,967
Program Service Revenue $8,496,921
Investment Income $436,054
Other Revenue $-227,788
TOTAL REVENUE $36,381,154

Expense Breakdown

Grants Paid $0
Salaries & Benefits $21,123,577
Fundraising Expenses $411,011
Program Expenses $29,662,206
Other Expenses $12,159,020
TOTAL EXPENSES $33,282,597

Year-over-Year Comparison

2024 2023 Change
Revenue $36,381,154 $40,470,563 -0.1%
Expenses $33,282,597 $33,179,167 +0.0%
Net Income $3,098,557 $7,291,396 -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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Governance

Voting Members
19
Independent Members
18
Employees
497
Volunteers
1920

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
7
$501,357
Total Directors
20
$291,688
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANNI CHUNG PRESIDENT & CEO 38.00
Officer Director
$266,783 $24,905 $291,688
NICHOLAS JAY CHAIR (THRU 6/25) 1.00
Officer Director
$0 $0 $0
ANNE HINTON VICE-CHAIR 1.00
Officer Director
$0 $0 $0
JANIE KAUNG SECRETARY (THRU 6/25) 1.00
Officer Director
$0 $0 $0
WILLIAM SCHULTE TREASURER 1.00
Officer Director
$0 $0 $0
DICKSON SUM VICE-CHAIR OF REAL ESTATE 1.00
Officer Director
$0 $0 $0
JERRY LEE ESQ DIRECTOR 1.00
Director
$0 $0 $0
TILLY CHANG DIRECTOR 1.00
Director
$0 $0 $0
YAT-PANG AU DIRECTOR 1.00
Director
$0 $0 $0
JOSEPH LAU DIRECTOR 1.00
Director
$0 $0 $0
SEBASTIAN WONG DIRECTOR 1.00
Director
$0 $0 $0
DOMINIC LI DIRECTOR 1.00
Director
$0 $0 $0
DR RANDALL LOW DIRECTOR 1.00
Director
$0 $0 $0
MAGDALEN MUI DIRECTOR (THRU 6/25) 1.00
Director
$0 $0 $0
MARY CHANG DIRECTOR 1.00
Director
$0 $0 $0
PAUL ZEN DIRECTOR (THRU 6/25) 1.00
Director
$0 $0 $0
AMY FONG DIRECTOR (EFF 7/25) 1.00
Director
$0 $0 $0
WESLEY DERE DIRECTOR (EFF 7/25) 1.00
Director
$0 $0 $0
DENNIS CHEW DIRECTOR (EFF 7/25) 1.00
Director
$0 $0 $0
DEBORAH M SOON DIRECTOR 1.00
Director
$0 $0 $0
RELENY NAIR CHIEF FINANCIAL OFFICER 38.00
Officer
$176,915 $32,754 $209,669
LICI HUANG DIRECTOR OF HR 40.00
Highest
$115,532 $26,951 $142,483
LIYAN HUANG ADMINISTRATOR 40.00
Highest
$117,987 $13,092 $131,079
TIFFANY LAI DIRECTOR 40.00
Highest
$146,875 $11,762 $158,637
WENDY LAU HUMAN RESOURCES OFFICER 40.00
Highest
$127,841 $28,002 $155,843
WINNIE H YU PROGRAMS & ADMIN DIRECTOR 40.00
Highest
$148,147 $29,203 $177,350
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 $36,381,154 $33,282,597 $38,006,429 $3,098,557
2024 $40,470,563 $33,179,167 $35,033,579 $7,291,396
2023 $32,889,735 $30,668,421 $26,744,337 $2,221,314
2022 $30,966,576 $28,203,432 $21,260,459 $2,763,144
2021 $30,555,493 $24,405,727 $19,795,275 $6,149,766
2020 $27,927,601 $25,904,289 $15,808,829 $2,023,312
2019 $24,746,212 $24,178,855 $12,200,736 $567,357
2018 $23,823,471 $22,344,452 $10,822,164 $1,479,019
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