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Nonprofiteer
← NORTHWESTERN UNIVERSITY SETTLEMENT

Form 990 for tax year 2023

Filed by NORTHWESTERN UNIVERSITY SETTLEMENT.

Totals

Total revenue
$20,537,616
Total expenses
$21,103,533
Contributions and grants received
$18,262,035
Grants paid
$41,737
Program service revenue
$1,030,368
Investment income
$83,231
Other revenue
$1,161,982
Total assets, end of year
$28,490,927
Total liabilities, end of year
$8,924,742
Net assets or fund balances, end of year
$19,566,185
Program services expenses (Part IX)
$19,530,866
Management and general expenses
$1,021,124
Fundraising expenses
$551,543
Program service expenses (Part III)
$19,530,866

Program services were 92.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • AMY K O'DONNELL

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    3

  • SAMI ELSADEN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3

  • KATHLEEN H ELLIOTT

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • WILLIAM G WELNHOFER

    TREASURER

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • ROBERT J BEST

    GENERAL COUNSEL

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • SYDNEY BROWNING

    CHAIR OF EMERGING LEADERS BOARD

    Total calculated
    $0
    Hours/week
    3

  • LIEKE HAKKENBERG

    CHAIR OF WINNETKA BOARD

    Total calculated
    $0
    Hours/week
    3

  • HOLLY SUNSHINE

    CHAIR OF EVANSTON WOMAN'S BOARD

    Total calculated
    $0
    Hours/week
    3

  • GINA GOODEN

    CHAIR OF NORTH SHORE BOARD

    Total calculated
    $0
    Hours/week
    1

  • TRACY RAYNER

    BOARD MEMBER - PARENT LIASON

    Total calculated
    $0
    Hours/week
    3

  • CHANTEL VARNADO

    PARENT REP FOR ROWE ELEMENTARY SCHOOL

    Total calculated
    $0
    Hours/week
    3

  • GINNY BURNSTINE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • TRACY HEILMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • ALICE SCHAFF

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • SARAH SHUMWAY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • ANDREW STEVENS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • TYRONE WASHINGTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • CHRISTINE L JACOBEK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • KURT MUELLER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • JOHN RELIAS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • CAROLE WOOD

    PRESIDENT, CEO

    Total calculated
    $381,787
    From this org
    $360,893
    From related orgs
    $0
    Other
    $20,894
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $260,893
    Bonus
    $100,000
    Other
    $0
    Deferred
    $18,045
    Nontaxable benefits
    $2,849
    Filer's total
    $381,787

  • CHRISTIAN FEAMAN

    CFOO - BEG 2/2024

    Total calculated
    $0
    Hours/week
    40

  • EDISON URENA

    BUSINESS DIRECTOR

    Total calculated
    $170,836
    From this org
    $157,905
    From related orgs
    $0
    Other
    $12,931
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,905
    Bonus
    $0
    Other
    $0
    Deferred
    $7,895
    Nontaxable benefits
    $5,036
    Filer's total
    $170,836

  • JASON SMITH

    PRINCIPAL

    Total calculated
    $158,047
    From this org
    $142,779
    From related orgs
    $0
    Other
    $15,268
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,779
    Bonus
    $15,000
    Other
    $0
    Deferred
    $9,995
    Nontaxable benefits
    $5,273
    Filer's total
    $158,047

  • DIANA SMITH

    ASSISTANT PRINCIPAL

    Total calculated
    $116,121
    From this org
    $106,187
    From related orgs
    $0
    Other
    $9,934
    Hours/week
    40

  • DANIELLE LAPOINTE

    CHIEF OF STAFF

    Total calculated
    $123,048
    From this org
    $112,661
    From related orgs
    $0
    Other
    $10,387
    Hours/week
    40

  • BRYAN HEIDEL

    VP OF FAMILY CARES

    Total calculated
    $117,434
    From this org
    $109,751
    From related orgs
    $0
    Other
    $7,683
    Hours/week
    40

  • LINDA MCLAREN

    DIRECTOR OF EARLY CHILDHOOD ED

    Total calculated
    $124,615
    From this org
    $112,975
    From related orgs
    $0
    Other
    $11,640
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
AS INDICATED IN SCHEDULE J, PART II, PER A WRITTEN EMPLOYMENT AGREEMENT, THE PRESIDENT/CEO RECEIVED A DISCRETIONARY BONUS BASED ON AGREED UPON PERFORMANCE GOALS AND THE FINANCIAL RESULTS OF THE ORGANIZATION. THE EMPLOYMENT AGREEMENT AND BONUS ARE APPROVED BY THE BOARD COMPENSATION COMMITTEE.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
9 May 2025
IRS schema version
2023v6.0
Source object
202531349349302268

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