SELF-HELP FOR THE ELDERLY (EIN 941750717) - 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

1971

Legal Domicile

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

PROVIDE TRUSTWORTHY, DEVOTED CARE FOR SENIORS TO PROMOTE THEIR INDEPENDENCE, DIGNITY & SELF-WORTH

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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 (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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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

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

$501,357

Total Directors

$291,688

Key Employees

Highest Compensated

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

SELF-HELP FOR THE ELDERLY