Nonprofit · EIN 94-1750717
SELF-HELP FOR THE ELDERLY
Tax-exempt · SAN FRANCISCO, CA 94111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $36,381,154 | $33,282,597 | $3,098,557 | $38,006,429 | $8,134,533 | $29,871,896 |
| June 30, 2024 | 990 | $40,470,563 | $33,179,167 | $7,291,396 | $35,033,579 | $8,704,201 | $26,329,378 |
| June 30, 2023 | 990 | $32,889,735 | $30,668,421 | $2,221,314 | $26,744,337 | $8,158,144 | $18,586,193 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $27,675,967
- of which government grants
- $23,346,854
- Program service revenue
- $8,496,921
- Investment income
- $436,054
- Net income from fundraising events
- -$248,352
- Other revenue
- -$227,788
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $513,016
- Other salaries and wages
- $16,356,980
- Salaries, compensation and benefits (total)
- $21,123,577
- Professional fundraising fees
- $0
- Accounting fees
- $72,475
- Occupancy
- $1,622,654
- Travel
- $276,844
- Depreciation
- $488,699
- Program services (functional)
- $29,662,206
- Management and general (functional)
- $3,209,380
- Fundraising (functional)
- $411,011
Balance sheet and other
- Total assets, start of year
- $35,033,579
- Total assets, end of year
- $38,006,429
- Total liabilities, end of year
- $8,134,533
- Net assets, end of year
- $29,871,896
- Land, buildings and equipment
- $9,016,538
- Publicly traded securities
- $7,278,606
- Net assets without donor restrictions
- $20,530,509
- Net assets with donor restrictions
- $9,341,387
- Gross receipts
- $36,774,294
- Employees
- 497
- Volunteers
- 1,920
- Year formed
- 1971
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANNI CHUNG | PRESIDENT & CEO Trustee or director, Officer | 38 | $266,783 | $24,905 |
| RELENY NAIR | CHIEF FINANCIAL OFFICER Officer | 38 | $176,915 | $32,754 |
| WINNIE H YU | PROGRAMS & ADMIN DIRECTOR Highest-paid employee | 40 | $148,147 | $29,203 |
| TIFFANY LAI | DIRECTOR Highest-paid employee | 40 | $146,875 | $11,762 |
| WENDY LAU | HUMAN RESOURCES OFFICER Highest-paid employee | 40 | $127,841 | $28,002 |
| LICI HUANG | DIRECTOR OF HR Highest-paid employee | 40 | $115,532 | $26,951 |
| LIYAN HUANG | ADMINISTRATOR Highest-paid employee | 40 | $117,987 | $13,092 |
| NICHOLAS JAY | CHAIR (THRU 6/25) Trustee or director, Officer | 1 | $0 | $0 |
| ANNE HINTON | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JANIE KAUNG | SECRETARY (THRU 6/25) Trustee or director, Officer | 1 | $0 | $0 |
| WILLIAM SCHULTE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DICKSON SUM | VICE-CHAIR OF REAL ESTATE Trustee or director, Officer | 1 | $0 | $0 |
| JERRY LEE ESQ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TILLY CHANG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| YAT-PANG AU | DIRECTOR Trustee or director | 1 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH LAU | DIRECTOR Trustee or director | 1 | $0 |
| SEBASTIAN WONG | DIRECTOR Trustee or director | 1 | $0 |
| DOMINIC LI | DIRECTOR Trustee or director | 1 | $0 |
| DR RANDALL LOW | DIRECTOR Trustee or director | 1 | $0 |
| MAGDALEN MUI | DIRECTOR (THRU 6/25) Trustee or director | 1 | $0 |
| MARY CHANG | DIRECTOR Trustee or director | 1 | $0 |
| PAUL ZEN | DIRECTOR (THRU 6/25) Trustee or director | 1 | $0 |
| AMY FONG | DIRECTOR (EFF 7/25) Trustee or director | 1 | $0 |
| WESLEY DERE | DIRECTOR (EFF 7/25) Trustee or director | 1 | $0 |
| DENNIS CHEW | DIRECTOR (EFF 7/25) Trustee or director | 1 | $0 |
| DEBORAH M SOON | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANNI CHUNG | PRESIDENT & CEO Trustee or director, Officer | 38 | $263,639 | $21,328 |
| RELENY NAIR | CHIEF FINANCIAL OFFICER Officer | 38 | $174,260 | $30,043 |
| WINNIE H YU | PROGRAMS & ADMIN DIRECTOR Highest-paid employee | 40 | $133,377 | $25,398 |
| WENDY LAU | HUMAN RESOURCES OFFICER Highest-paid employee | 40 | $125,266 | $26,199 |
| IONG MAO LIO | SYSTEMS ADMINISTRATOR Highest-paid employee | 40 | $116,776 | $23,967 |
| LICI HUANG | DIRECTOR OF HR Highest-paid employee | 40 | $113,713 | $26,009 |
| JIANHUI TAN | IT MANAGER Highest-paid employee | 40 | $111,166 | $23,553 |
| NICHOLAS JAY | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ANNE HINTON | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JANIE KAUNG | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| WILLIAM SCHULTE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DICKSON SUM | VICE-CHAIR OF REAL ESTATE Trustee or director, Officer | 1 | $0 | $0 |
| JERRY LEE ESQ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANGEL K CHEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TILLY CHANG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| YAT-PANG AU | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSEPH LAU | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SEBASTIAN WONG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DOMINIC LI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR RANDALL LOW | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MAGDALEN MUI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY CHANG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VICKY M WONG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAUL ZEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANNI CHUNG | PRESIDENT & CEO Trustee or director, Officer | 38 | $251,648 | $21,440 |
| RELENY NAIR | CHIEF FINANCIAL OFFICER Officer | 38 | $161,587 | $30,168 |
| WENDY LAU | HUMAN RESOURCES OFFICER Highest-paid employee | 40 | $122,901 | $25,729 |
| WINNIE H YU | PROGRAMS & ADMIN - DIRECTOR Highest-paid employee | 40 | $117,820 | $24,028 |
| ZHAO DONG TAN | NUTRITION & SR CTRS - DIRECTOR Highest-paid employee | 40 | $105,555 | $22,879 |
| NATALIA P PRISTUPA | PATIENT CARE SVCS - DIRECTOR Highest-paid employee | 40 | $107,741 | $19,870 |
| JIANHUI TAN | INFORMATION TECHNOLOGY MGR Highest-paid employee | 40 | $108,490 | $18,369 |
| NICHOLAS JAY | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ANNE HINTON | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JANIE KAUNG | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| WILLIAM SCHULTE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DICKSON SUM | VICE-CHAIR OF REAL ESTATE Trustee or director, Officer | 1 | $0 | $0 |
| ANGEL K CHEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TILLY CHANG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| YAT-PANG AU | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSEPH LAU | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WENDY KWOK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DOMINIC LI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR RANDALL LOW | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MAGDALEN MUI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY CHANG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VICKY M WONG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAUL ZEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SEBASTIAN WONG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JERRY LEE ESQ | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 731 SANSOME ST STE 100, SAN FRANCISCO, CA 94111-1725
- Principal officer (990 for 2024)
- ANNI CHUNG, 731 SANSOME STREET 100, SAN FRANCISCO, CA 94111
- Signed the 990
- ANNI CHUNG, PRESIDENT & CEO
- Phone
- (415) 677-7600
- Website
- WWW.SELFHELPELDERLY.ORG
- Return prepared by
- BOWMAN & COMPANY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1750717 or by the name SELF-HELP FOR THE ELDERLY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 accomplishments
- 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.Expenses $9,991,299 · revenue $54,803
- 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.Expenses $6,720,715 · revenue $139,590
- 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.Expenses $6,186,133 · revenue $47,640
- HOUSING: THIS PROGRAM CONSISTS OF THE LOW-INCOME HOUSING OPERATIONS OF PINE VIEW, AUTUMN GLOW AND LINCOLN COURT.IN-HOME SUPPORTIVE SERVICES: THIS PROGRAM PROVIDES SHORT-TERM PERSONAL CARE ASSISTANCE AND HOUSEKEEPING SERVICES TO FRAIL SENIORS.HOME HEALTH CARE: SELF-HELP IS A MEDICARE-CERTIFIED, STATE-LICENSED HOME HEALTH CARE AGENCY. SERVICES INCLUDE SKILLED NURSING, PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES, MEDICAL SOCIAL SERVICES, AND CERTIFIED HOME HEALTH AIDE SERVICES. SERVICES ARE PROVIDED PURSUANT TO A PHYSICIAN'S ORDERS AND TAKE PLACE IN THE PATIENT'S HOME.BOARD AND CARE: SELF-HELP PROVIDES PERSONAL CARE, ROUND-THE-CLOCK SUPERVISION, ACTIVITIES, ROOM, BOARD, AND HOUSEKEEPING SERVICES IN AUTUMN GLOW ALZHEIMER'S CARE HOME.ADULT DAY SERVICES: THE DAY SERVICES CENTER PROVIDES A DAY-LONG PROGRAM OF NURSING, MEDICAL SOCIAL SERVICES, PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES AND ACTIVITIES TO FRAIL SENIORS AND THOSE AFFLICTED WITH ALZHEIMER'S DISEASE OR OTHER DEMENTIA.HOSPICE: SELF-HELP IS A MEDICARE-CERTIFIED AND STATE-LICENSED HOSPICE THAT PROVIDES SERVICES TO TERMINALLY ILL PATIENTS. SERVICES INCLUDE SKILLED NURSING, CERTIFIED HOME HEALTH AIDE SERVICES, MEDICAL SOCIAL SERVICES, COUNSELING, AND PHYSICAL THERAPY. THE HOSPICE TEAM, UNDER THE DIRECTION OF THE HOSPICE MEDICAL DIRECTOR, COLLABORATES WITH PATIENTS AND THEIR FAMILIES TO DESIGN AN INDIVIDUALIZED PLAN OF CARE FOR THE PATIENT.Expenses $6,764,059 · revenue $8,254,888
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-1750717
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1972
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P810)
- Assets (IRS master file)
- $38,006,429
- Income (IRS master file)
- $36,774,294
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $36,381,154 | $33,282,597 | $38,006,429 | IRS |
| 990 | June 2024 | $40,470,563 | $33,179,167 | $35,033,579 | XML |
| 990 | June 2023 | $32,889,735 | $30,668,421 | $26,744,337 | XML |
| 990 | June 2022 | $30,966,576 | $28,203,432 | $21,260,459 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-1750717).
Questions about SELF-HELP FOR THE ELDERLY
- What is the EIN of SELF-HELP FOR THE ELDERLY?
- The employer identification number (EIN) of SELF-HELP FOR THE ELDERLY is 94-1750717.
- Is SELF-HELP FOR THE ELDERLY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to SELF-HELP FOR THE ELDERLY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SELF-HELP FOR THE ELDERLY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SELF-HELP FOR THE ELDERLY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SELF-HELP FOR THE ELDERLY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SELF-HELP FOR THE ELDERLY?
- The 990 for the year ended June 30, 2025 names ANNI CHUNG.
- Who are the officers and directors of SELF-HELP FOR THE ELDERLY?
- The 990 for the year ended June 30, 2025 lists 26 people; 7 received compensation from the organization, the highest $266,783 (ANNI CHUNG, PRESIDENT & CEO).
- How much revenue does SELF-HELP FOR THE ELDERLY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $36,381,154, expenses of $33,282,597 and total assets of $38,006,429 at year end.
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All nonprofits in SAN FRANCISCO · California · Human services