Self-Help For The Elderly in San Francisco, California (CA)

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Self-Help For The Elderly
Employer Identification Number (EIN)941750717
Name of OrganizationSelf-Help For The Elderly
Address407 Sansome St Ste 300, San Francisco, CA 94111-3104
ActivitiesOther inner city or community benefit activities
SubsectionCharitable Organization
Ruling Date01/1972
DeductibilityContributions are deductible
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2012
Assets$10,000,000 to $49,999,999
Income$10,000,000 to $49,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$19,047,295
Amount of Income$19,166,684
Form 990 Revenue Amount$18,998,819
National Taxonomy of Exempt Entities (NTEE)Human Services - Multipurpose and Other: Senior Centers, Services


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Amount of income in 2012: $19,166,684
This organization: 

 $19,166,684
Other organizations performing similar types of work: 

 $1,643,397

Assets in 2012: $19,047,295
Self-Help For The Elderly: 

 $19,047,295
Other organizations performing similar types of work: 

 $1,364,011

Expenses in 2007: $18,558,005
This organization: 

 $18,558,005
Other organizations performing similar types of work: 

 $1,146,053

Income to expenses ratio in 2007: 1.0
This organization: 

 1.0
Other organizations performing similar types of work: 

 1.0

Expenses allocated to program services in 2007: 86.4%
Self-Help For The Elderly: 

 86.4%
Other organizations performing similar types of work: 

 86.4%

Grants share in income in 2007: 38.2%
This organization: 

 38.2%
Other organizations performing similar types of work: 

 63.1%

Financial snapshot ($)

Revenue for 2007

Assets at end of 2007

Expenses for 2007

Functional Expenses for 2007 ($)

Income-Producing Activities for 2007

Revenue, Expenses, and Changes in Net Assets or Fund Balances
2000200120022007
Total revenue$15,254,821$13,409,584$13,600,223$17,774,358
Contributions, gifts, grants, and similar amounts received$8,174,573$5,673,086$5,168,439$6,792,244
Contributions to donor advised funds$0
Direct public support$4,496,830$1,472,946$1,110,735$1,339,977
Indirect public support$137,532$116,384$46,767$115,872
Government contributions (grants)$3,540,211$4,083,756$4,010,937$5,336,395
Program service revenue including government fees and contracts$6,828,767$7,524,018$7,942,194$10,239,163
Membership dues and assessments$0$0$0$0
Interest on savings and temporary cash investments$20,039$15,511$23,863$5,241
Dividends and interest from securities$81,108$48,093$62,740$2,156
Net rental income or (loss)$66,144$72,346$88,800$83,741
Gross rents$66,144$72,346$88,800$83,741
Less: rental expenses$0$0$0$0
Other investment income$0$0$0$0
Gain or (loss) from sales of assets other than inventory$0$0$0$274,322
Gross amount from sales of assets other than inventory$0$0$0$274,322
Less: cost or other basis and sales expenses$0$0$0$0
Net income or (loss) from special events and activities$13,868$39,267$216,133$368,477
Gross revenue$195,732$272,161$394,304$593,893
Less: direct expenses other than fundraising expenses$181,864$232,894$178,171$225,416
Gross profit or (loss) from sales of inventory$0$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0$0
Less: cost of goods sold$0$0$0$0
Other revenue$70,322$37,263$98,054$9,014
Total expenses$11,800,041$12,846,474$13,650,459$18,558,005
Program services$10,284,489$11,179,336$11,838,335$16,030,313
Management and general$1,292,967$1,493,504$1,575,613$2,250,991
Fundraising$222,585$173,634$236,511$276,701
Payments to affiliates$0$0$0$0
Net assets or fund balances at end of year$5,855,395$6,419,548$6,422,172$7,143,190
Excess or (deficit) for the year$3,454,780$563,110$-50,236$-783,647
Net assets or fund balances at beginning of year$2,439,374$5,855,395$6,419,548$5,733,878
Other changes in net assets or fund balances$-38,759$1,043$52,860$2,192,959
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$18,558,005$16,030,313$2,250,991$276,701
Grants paid from donor advised funds$0
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$179,776$0$179,776$0
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$10,806,410$9,788,058$885,607$132,745
Pension plan contributions not included above$189,843$157,869$30,144$1,830
Employee benefits not included above$1,639,497$1,512,809$109,924$16,764
Payroll taxes$877,981$793,986$71,921$12,074
Professional fundraising fees$0$0$0$0
Accounting fees$0$0$0$0
Legal fees$0$0$0$0
Supplies$310,874$288,201$18,452$4,221
Telephone$180,472$149,760$27,459$3,253
Postage and shipping$32,968$21,821$2,993$8,154
Occupancy$412,786$369,616$41,194$1,976
Equipment rental and maintenance$122,676$100,824$11,503$10,349
Printing and publications$111,946$65,729$21,786$24,431
Travel$175,170$172,416$2,263$491
Conferences, conventions, and meetings$68,794$38,982$16,583$13,229
Interest$611,271$326,597$283,271$1,403
Depreciation, depletion, etc.$384,830$0$384,830$0
Other expenses not covered above$2,452,711$2,243,645$163,285$45,781
Balance Sheets
2000200120022007
Total assets$12,972,042$13,692,722$13,548,831$22,570,036
Cash - non-interest-bearing$5,250$5,250$5,250$34,857
Savings and temporary cash investments$1,266,233$1,907,942$1,511,780$439,073
Accounts receivable less allowance for doubtful accounts$716,540$799,345$759,621$1,791,876
Pledges receivable less allowance for doubtful accounts$0$0$0$0
Grants receivable$529,388$569,039$513,326$636,128
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0
Other notes and loans receivable less allowance for doubtful accounts$25,769$20,769$16,349$0
Inventories for sale or use$0$0$0$0
Prepaid expenses and deferred charges$60,820$62,083$108,764$86,037
Investments - publicly-traded securities$7,400
Investments - other securities$3,632,702$903,034$1,318,634$32,633
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0
Investments - other$0$2,878,804$2,878,804$3,304,713
Land, buildings, and equipment less accumulated depreciation$6,695,445$6,501,781$6,304,501$15,934,828
Other assets, including program-related investments$39,895$44,675$131,802$302,491
Total liabilities$7,116,647$7,273,174$7,126,659$15,426,846
Accounts payable and accrued expenses$845,045$930,774$933,381$1,749,426
Grants payable$0$0$0$0
Deferred revenue$94,568$46,476$2,000$0
Loans from officers, directors, trustees, and key employees$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0
Mortgages and other notes payable$6,048,701$6,137,679$6,060,117$13,495,632
Other liabilities$128,333$158,245$131,161$181,788
Total liabilities and net assets/fund balances$12,972,042$13,692,722$13,548,831$22,570,036
Total net assets or fund balances$5,855,395$6,419,548$6,422,172$7,143,190
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
2000200120022007
Total revenue$15,254,821$13,409,584$13,600,223$17,774,358
Total revenue, gains, and other support per audited financial statements$15,450,553$13,643,521$13,831,254$17,996,174
Other expenses$195,732$233,937$231,031$-3,600
Net unrealized gains on investments$0$1,043$52,860$0
Donated services and use of facilities$0$0$0$0
Recoveries of prior year grants$0$0$0$0
Other$195,732$232,894$178,171$-3,600
Other revenue$0$0$0$-225,416
Investment expenses$0$0$0$0
Other$0$0$0$-225,416
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
2000200120022007
Total expenses$11,800,041$12,846,474$13,650,459$18,558,005
Total expenses and losses per audited financial statements$11,981,905$13,079,368$13,828,630$18,784,866
Other revenue$181,864$232,894$178,171$226,861
Donated services and use of facilities$0$0$0$0
Prior year adjustments$0$0$0$0
Losses$0$0$0$0
Other$181,864$232,894$178,171$226,861
Other expenses$0$0$0$0
Investment expenses$0$0$0$0
Other$0$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
40$179,776$8,614$0
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings21
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?Yes
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 20060
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$733,937$10,248,177
Program service revenue
Program service revenue 1000000$000$0$3,430,694
Program service revenue 2000000$000$0$3,054,580
Program service revenue 3000000$000$0$1,518,210
Program service revenue 4000000$000$0$1,241,399
Program service revenue 5000000$000$0$994,280
$0$0$39,127
$0$0$840,256
$0$0$72,864
$0$0$1,241,399
$0$0$1,518,210
$0$0$3,054,580
$0$0$3,430,694
$0$0$42,033
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$5,241$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$2,156$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$0Real property rental income that does not depend on the income or profits derived by the person leasing the property and is excluded by section 512(b)(3)$83,741$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$274,322$0
Net income or (loss) from special events000000$0Income from an activity that is not regularly carried on (section 512(a)(1))$368,477$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$000$0$9,014
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
943245702100%$0$0
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$150,378$0$0
$112,321$10,541$0
$103,189$9,701$0
$110,397$0$0
$107,393$0$0
Total number of other employees paid over $50,00027
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
Enter the total number of donor advised funds owned at the end of the tax year$0
Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
Enter the aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that receives a substantial part of its support from a governmental unit or from the general public
Support Schedule
1999200020012006
Total$11,410,482$14,903,482$13,272,996$16,316,596
Gifts, grants, and contributions received$4,631,928$8,083,641$5,611,560$5,817,300
Membership fees received$0$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$6,612,709$6,568,360$7,448,956$10,377,188
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$107,811$181,159$175,217$87,185
Net income from unrelated business activities not included above$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0
Other income$58,034$70,322$37,263$34,923
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
Statements Regarding Other IRS Filings and Tax Compliance (for 2011)
Did the organization have unrelated business gross income of $1,000 or more during the year?No
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities $0
Gross income from members or shareholders$0
Gross income from other sources$0
Statement of Revenue (for 2011)
Total revenue$19,608,905
Contributions, Gifts, Grants and Other Similar Amounts$8,414,586
Program Service Revenue$9,953,881
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$2,356
Income from investment of tax-exempt bond proceeds$0
Royalties$0
Net rental income$80,400
Gross rents (Real / Personal)$80,400 / $0
Less: rental expenses (Real / Personal)$0 / $0
Rental income or (loss) (Real / Personal)$80,400 / $0
Net gain from sales of assets other than inventory$332,784
Gross amount from sales of assets other than inventory (Securities / Other)$0 / $680,000
Less: cost or other basis and sales expenses (Securities / Other)$0 / $347,216
Gain or (loss) (Securities / Other)$0 / $332,784
Net income from fundraising events$639,068
Gross income from fundraising events$782,463
Less: direct expenses$143,395
Net income from gaming activities$0
Net income from sales of inventory$167
Gross sales of inventory, less returns and allowances$285
Less: cost of goods sold$118
Miscellaneous Revenue$185,663
Statement of Functional Expenses (for 2011)
Total functional expenses$19,554,007
Compensation of current officers, directors, trustees, and key employees$274,558
Other salaries and wages$10,060,222
Payroll taxes$833,435
Professional fundraising services$0
Other$8,385,792
Balance Sheet (for 2011)
Total assets$19,878,978
Total liabilities$15,208,687
Tax-exempt bond liabilities$0
Secured mortgages and notes payable to unrelated third parties$11,744,029
Unsecured notes and loans payable to unrelated third parties$110,000
Other$3,354,658
Total net assets or fund balances$4,670,291
Retained earnings, endowment, accumulated income, or other funds$0
Reason for Public Charity Status (for 2011)
The organization is not a private foundation because it is:An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi)
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2011)
2007 - 2011 Total
Total Support$37,548,969
Gifts, grants, contributions, and membership fees received$37,107,538
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$441,431
Gross receipts from related activities, etc.$50,226,864
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Western Reserve Area Agency On Aging925 Euclid Ave Ste 600, Cleveland, OH 44115-1405OH1989-12$128,254,959
2Philadelphia Corporation For Aging642 North Broad Street, Philadelphia, PA 19130-3424PA1973-11$99,204,285
3Senior Service America Inc8403 Colesville Rd Ste 1200, Silver Spring, MD 20910-6322MD2002-05$66,965,049
4Area Office On Aging Of Northwestern Ohio Inc2155 Arlington Ave, Toledo, OH 43609-1903OH1980-09$45,225,841
5Southwestern Conn Agency On Aging10 Middle Street 9th Flr, Bridgeport, CT 06604-4257CT1974-10$41,250,247
6Jewish Association For Services For The Aged247 W 37th St Fl 9, New York, NY 10018-5193NY1969-03$36,942,475
7Self-Help For The Elderly407 Sansome St Ste 300, San Francisco, CA 94111-3104CA1972-01$19,166,684
8Senior Community Centers Of San Diego525 14th St Ste 200, San Diego, CA 92101-7556CA1973-06$6,465,789
9Avenidas450 Bryant St, Palo Alto, CA 94301-1701CA1964-08$3,674,930
10Area I Agency On Aging434 7th St, Eureka, CA 95501-1803CA1981-02$2,086,542
11Pasadena Senior Center85 E Holly St, Pasadena, CA 91103-3907CA1961-12$1,961,198
12Orange Elderly Services Inc170 S Olive St, Orange, CA 92866-1332CA1986-10$958,340
13West Marin Senior ServicesPO BOX 791, Pt Reyes Sta, CA 94956-0791CA1976-07$929,730
14Norcal Haven Inc1818 Gilbreth Rd Ste 122, Burlingame, CA 94010-1217CA1983-09$469,796
15Senior Citizens Of Shasta County2290 Benton Dr, Redding, CA 96003-2152CA1993-11$425,274
16Indian Senior Center Incorporated425 N State St, Ukiah, CA 95482-4421CA1985-09$124,493
17Senior Citizens United Inc5905 East Mall, Atascadero, CA 93422-4271CA1974-10$14,417
18Peninsula Volunteers Inc800 Middle Ave, Menlo Park, CA 94025-5121CA1949-04$5,209,645
19On Lok Day Services1333 Bush St, San Francisco, CA 94109-5611CA1994-11$3,085,800
20Norco Senior Citizens And Pet Relief FundPO BOX 663, Norco, CA 92860-0663CA1997-06$15,298
Number of organizations performing similar types of work
Alabama2
Arkansas2
Arizona2
California15
Colorado1
Connecticut4
District of Columbia2
Delaware2
Florida8
Georgia5
Iowa2
Illinois6
Indiana4
Kansas2
Kentucky2
Louisiana2
Massachusetts5
Maryland2
Maine1
Michigan4
Minnesota1
Missouri4
Montana1
North Carolina8
Nebraska3
New Hampshire1
New Jersey3
New Mexico3
Nevada1
New York17
Ohio11
Oklahoma2
Oregon2
Pennsylvania18
Rhode Island1
South Carolina2
South Dakota1
Tennessee3
Texas8
Virginia6
Washington3
Wisconsin4
West Virginia1
Total177

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