2024-05-15T15:03:48-05:00 2023-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2022-07-01 135654450 SELFHELP COMMUNITY SERVICES FOUNDATION INC SELF 2129717600 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 STUART C KAPLAN CEO/DIRECTOR 2129717600 2024-05-15 1 STUART KAPLAN XXX-XX-XXXX 0 EVA MRUK P00543254 2122862600 2024-05-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z SCS FOUNDATION STUART C KAPLAN 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 7593931 0 X WWW.SELFHELP.NET X 1953 NY 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. 19 19 4 19 0 0 2975240 4374775 0 0 -1349330 993322 -172137 24032 1453773 5392129 2069494 1156939 0 0 874657 947357 88101 95685 721689 421876 651825 3454128 2851806 -2000355 2540323 13371331 15278417 816304 183067 12555027 15095350 TO PROVIDE SUPPORT FOR SELFHELP COMMUNITY SERVICES, INC. AND ANY OTHER ORGANIZATION WHOSE PURPOSE IS TO PROVIDE AID, ASSISTANCE, SUPPORT OR RELIEF TO CONVALESCENT, AGED, INFIRM, INVALID, OR INDIGENT PERSONS OF ALL AGES IN THE UNITED STATES. 0 0 1652632 1156939 0 THE SELFHELP COMMUNITY SERVICES FOUNDATION RAISES, MANAGES AND STEWARDS PHILANTHROPIC FUNDS PRIMARILY TO SUPPORT THE WORK OF SELFHELP COMMUNITY SERVICES, INC. AND OTHER ORGANIZATIONS. THE FOUNDATION PROVIDES A VARIETY OF OPPORTUNITIES FOR INDIVIDUALS TO ADVANCE SELFHELP'S MISSION OF PROVIDING INDEPENDENT LIVING WITH DIGNITY TO THE ELDERLY, HOLOCAUST SURVIVORS, AND OTHER POPULATIONS AT RISK. 1652632 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 0 4 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X PAULA YAMAKAITIS 2129717600 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 STACI BARBER CO-CHAIR 1.00 X X 0 0 0 DEBRAH LEE CHARATAN CO-CHAIR 2.00 X X 0 0 0 STUART C KAPLAN CEO/DIRECTOR 2.00 2.00 X X 0 0 0 RALPH MARSH SECRETARY 2.00 X X 0 0 0 DENNIS BAUM DIRECTOR 2.00 1.00 X 0 0 0 BERT E BRODSKY DIRECTOR 1.00 X 0 0 0 MATTHEW A CANTOR DIRECTOR 1.00 X 0 0 0 JEFFREY S JACOB DIRECTOR 1.00 X 0 0 0 PATTI ASKWITH KENNER DIRECTOR 1.00 X 0 0 0 PAUL LEVINSOHN DIRECTOR 1.00 X 0 0 0 THOMAS H ROCHE DIRECTOR 1.00 X 0 0 0 ROBERT H SCHEIB DIRECTOR 1.00 X 0 0 0 RAYMOND VJ SCHRAG DIRECTOR 1.00 X 0 0 0 BRIAN R STEINWURTZEL DIRECTOR 1.00 X 0 0 0 LORI STOKES DIRECTOR 1.00 X 0 0 0 VICTOR A WYLER DIRECTOR 1.00 1.00 X 0 0 0 CHARLES YASSKY DIRECTOR 1.00 X 0 0 0 JEFFREY A ZOREK DIRECTOR 1.00 X 0 0 0 MICHAEL BAMBERGER DIRECTOR 1.00 X 0 0 0 LOIS DEUTSCH EXECUTIVE DIRECTOR 35.00 0.30 X 218493 0 48612 ELIZABETH LYNN VP, GRANTS AND RESEARCH 35.00 X 137825 0 64831 KEVIN BROSNICK DIRECTOR OF DEVELOPMENT 35.00 X 123693 0 6137 480011 0 119580 3 0 1 0 SELFHELP COMMUNITY SERVICES INC 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 MANAGEMENT SERVICES 120000 1 1434227 2940548 4374775 189008 189008 2793133 1988819 804314 804314 804314 157000 1434227 212983 -55983 -55983 REIMBURSEMENT INCOME 900099 80015 80015 80015 5392129 0 0 1017354 1156939 1156939 291544 139714 28468 123362 511358 245054 49932 216372 34565 16564 3375 14626 55815 26748 5450 23617 54075 25914 5280 22881 181946 181946 13525 13525 95685 95685 192458 35738 156720 81515 63539 17976 29223 28193 1030 66324 39497 8048 18779 1062 1062 MISCELLANEOUS EXPENSES 85772 2202 52929 30641 2851806 1652632 477485 721689 1524975 746522 397286 595295 384269 380542 15906 13252 3716 2654 6952821 7326414 2108264 2187792 2000000 4039198 13371331 15278417 113282 107806 46946 69322 656076 5939 816304 183067 X 4051979 6672951 8503048 8422399 12555027 15095350 13371331 15278417 2540323 0 X X 0 1 X 1 0 X 1983555 978598 6794655 2975240 4374775 17106823 1983555 978598 6794655 2975240 4374775 17106823 5152255 11954568 94466 106954 89943 240396 189008 720767 60000 60155 60000 80015 260170 18087760 0.66090 0.69400 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REIMBURSEMENT INCOME - 2019 AMOUNT: $ 60,000. 2020 AMOUNT: $ 60,155. 2021 AMOUNT: $ 60,000. 2022 AMOUNT: $ 80,015. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15906 13252 2654 2654 UJA POOLED INVESTMENT ACCOUNT 2187792 F 2187792 DUE FROM RELATED PARTY 4039198 4039198 DEFERRED RENT 5939 5939 X 5392129 0 5392129 0 5392129 2851806 0 2851806 0 2851806 PART X, LINE 2: THE FOUNDATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO JUNE 30, 2020. X X X X X 1 FIREFLY FUNDRAISING EAST 580 MARLBOROUGH ROAD BROOKLYN NY 11226 GRANT WRITING 0 1591227 95685 1495542 1591227 95685 1495542 NY SPRING GALA 1591227 1434227 157000 115718 81993 15272 1591227 1434227 157000 115718 81993 15272 212983 -55983 SCHEDULE G, PART I, LINE 2B, COLUMN (V) FIREFLY FUNDRAISING EAST WAS PAID AT A RATE OF $63.90 PER HOUR, RESULTING IN A FLAT FEE RATAINER OF $7,753 PER MONTH. THERE ARE NO ADDITIONAL COSTS, EXPENSES, OR FEES OF ANY KIND. 1 SELFHELP COMMUNITY SERVICES INC 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 131624178 501(C)(3) 740439 0 SUPPORT HOLOCAUST SURVIVORS AND OTHER SELFHELP COMMUNITY SERVICES PROGRAMS SELFHELP REALTY GROUP INC 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 831013439 501(C)(3) 416500 0 SUPPORT SELFHELP COMMUNITY SERVICES PROGRAMS 2 PART I, LINE 2: SELFHELP COMMUNITY SERVICES FOUNDATION HAS A CLOSE RELATIONSHIP WITH GRANTEES AND IS AFFILIATED WITH SELFHELP COMMUNITY SERVICES, INC. AS SUCH, ALL INTERCOMPANY TRANSACTIONS ARE CLOSELY MONITORED. X X X X 0 0 0 0 0 0 0 1 0 LOIS DEUTSCH EXECUTIVE DIRECTOR 200676 0 14936 0 2881 0 6555 0 42057 0 267105 0 0 0 ELIZABETH LYNN VP, GRANTS AND RESEARCH 127011 0 10161 0 653 0 4135 0 60696 0 202656 0 0 0 PART I, LINE 7 THE ORGANIZATION PAID PERFORMANCE-BASED, BOARD APPROVED BONUSES IN 2022. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION IS MANAGED BY SELFHELP COMMUNITY SERVICES, INC., AN UNRELATED TAX-EXEMPT ORGANIZATION. MANAGEMENT FEES TOTALING $181,946 WERE INCURRED DURING THE YEAR ENDING JUNE 30, 2023. STUART KAPLAN, CHIEF EXECUTIVE OFFICER, IS COMPENSATED BY SELFHELP COMMUNITY SERVICES, INC. FOR CALENDAR YEAR 2022, HIS PRO RATA REPORTABLE COMPENSATION WAS $36,156 FOR SERVICES RENDERED TO THE FILING ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT AND A COMPLETE COPY OF THE RETURN IS PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS AND DIRECTORS OF THE ORGANIZATION ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST STATEMENT. IF A CONFLICT ARISES DURING THE YEAR, THEN SUCH OFFICER OR DIRECTOR AT THEIR FIRST KNOWLEDGE OF THE TRANSACTION IS REQUIRED TO FULLY DISCLOSE THE PRECISE NATURE OF THE INTEREST OR INVOLVEMENT. THE BOARD OF DIRECTORS WILL EVALUATE THE EXISTENCE OF ANY CONFLICT OF INTEREST. OFFICERS OR DIRECTORS OF THE ORGANIZATION WHO HAVE DECLARED OR BEEN FOUND TO HAVE A POTENTIAL CONFLICT OF INTEREST IN ANY MATTER INVOLVING TRANSACTIONS WITH THE ORGANIZATION MUST REFRAIN FROM PARTICIPATING IN CONSIDERATION OF THE PROPOSED TRANSACTIONS, UNLESS REQUESTED BY THE BOARD OR THE ADMINISTRATION TO PROVIDE INFORMATION OR INTERPRETATION CONCERNING THE TRANSACTION. THE PERSON INVOLVED CANNOT VOTE ON SUCH MATTERS AND MUST NOT BE PRESENT AT THE TIME OF THE VOTE. THE CHAIRPERSON OF THE BOARD IS RESPONSIBLE FOR THE ADMINISTRATION OF THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE EXECUTIVE DIRECTOR WAS DETERMINED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. AN INDEPENDENT COMPENSATION CONSULTANT AND COMPENSATION SURVEYS WERE UTILIZED IN THE PROCESS. THE COMPENSATION SETTING PROCESS WAS LAST CONDUCTED IN 2023 AND WAS DOCUMENTED IN THE MINUTES OF THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. UNITED HELPSELFHELP HOUSING FOR THE ELDERLY HDFC 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 133753607 65 UNIT MULTI-FAMILY RENTAL PROPERTY NY 501(C)(3) LINE 10 SELFHELP COMMUNITY SERVICES INC 0 SELFHELPUNITED HELP KISSENA APTS HDFC INC 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 134028905 70 UNIT MULTI-FAMILY RENTAL PROPERTY NY 501(C)(3) LINE 10 SELFHELP COMMUNITY SERVICES INC 0 FELLOWSHIP FUND FOR THE AGED HOUSING COMPANY 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 136119740 FEE TITLE HOLDER K-I PROPERTY NY 501(C)(3) LINE 12B, II SELFHELP COMMUNITY SERVICES INC 0 45TH AVENUE HOUSING COMPANY 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 132623899 FEE TITLE HOLDER K-II PROPERTY NY 501(C)(3) LINE 12B, II SELFHELP COMMUNITY SERVICES INC 0 S H HOUSING DEVELOPMENT FUND CORPORATION 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 132998607 FEE TITLE HOLDER K-III PROPERTY NY 501(C)(3) LINE 12B, II SELFHELP COMMUNITY SERVICES INC 0 UNITED HELPSELFHELP SHELTERED EXTENSION INC 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 133378578 FEE TITLE HOLDER K-IV PROPERTY NY 501(C)(3) LINE 12B, II SELFHELP COMMUNITY SERVICES INC 0 333 LENOX HOUSING DEVELOPMENT FUND CORPORATION 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 900918703 DEVELOP HOUSING FOR FAMILIES IN NEED NY 501(C)(4) SELFHELP COMMUNITY SERVICES INC 0 6469 BROADWAY HOUSING DEVELOPMENT FUND 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 462996121 DEVELOP HOUSING FOR FAMILIES IN NEED NY 501(C)(4) SELFHELP COMMUNITY SERVICES INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0