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Nonprofiteer
← SERVICES FOR THE UNDERSERVED INC

Form 990 for tax year 2023

Filed by SERVICES FOR THE UNDERSERVED INC.

Totals

Total revenue
$275,877,581
Total expenses
$275,948,294
Contributions and grants received
$150,996,475
Grants paid
$0
Program service revenue
$118,348,916
Investment income
$6,457,308
Other revenue
$74,882
Total assets, end of year
$162,087,136
Total liabilities, end of year
$142,013,996
Net assets or fund balances, end of year
$20,073,140
Program services expenses (Part IX)
$248,939,427
Management and general expenses
$27,008,867
Fundraising expenses
$0
Program service expenses (Part III)
$248,939,427

Program services were 90.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JUDITH JONES THRU 623

    FORMER CHIEF OF STAFF

    Total calculated
    $540,277
    From this org
    $0
    From related orgs
    $534,415
    Other
    $5,862
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $203,850 related
    Bonus
    $0
    Other
    $0 + $330,565 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $5,862 related
    Filer's total
    $0 + $540,277 related

  • PERRY PERLMUTTER

    PRESIDENT & CEO

    Total calculated
    $517,296
    From this org
    $0
    From related orgs
    $454,276
    Other
    $63,020
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $454,276 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $38,400 related
    Nontaxable benefits
    $0 + $24,620 related
    Filer's total
    $0 + $517,296 related

  • DR JORGE R PETIT

    former PRES. & CEO (thru 4/23)

    Total calculated
    $507,355
    From this org
    $0
    From related orgs
    $493,946
    Other
    $13,409
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $163,530 related
    Bonus
    $0
    Other
    $0 + $330,416 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $13,409 related
    Filer's total
    $0 + $507,355 related

  • MONICA SANTOS

    CHIEF OPERATING OFFICER DD

    Total calculated
    $343,721
    From this org
    $304,684
    From related orgs
    $0
    Other
    $39,037
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $303,674
    Bonus
    $0
    Other
    $1,010
    Deferred
    $26,000
    Nontaxable benefits
    $13,037
    Filer's total
    $343,721

  • NADJETE NATCHABA

    CHIEF PROGRAM OFFICER

    Total calculated
    $300,736
    From this org
    $258,773
    From related orgs
    $0
    Other
    $41,963
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $253,773
    Bonus
    $5,000
    Other
    $0
    Deferred
    $21,200
    Nontaxable benefits
    $20,763
    Filer's total
    $300,736

  • DOUGLAS WALERSTEIN

    CHIEF FINANCIAL OFFICER

    Total calculated
    $299,565
    From this org
    $0
    From related orgs
    $276,013
    Other
    $23,552
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $276,013 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $23,552 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $299,565 related

  • DIANE L LANIER

    MEDICAL DIRECTOR

    Total calculated
    $280,782
    From this org
    $257,758
    From related orgs
    $0
    Other
    $23,024
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $257,758
    Bonus
    $0
    Other
    $0
    Deferred
    $5,200
    Nontaxable benefits
    $17,824
    Filer's total
    $280,782

  • COURTNEY J MORGAN

    SR VP HEALTH & CLINICAL SVC.

    Total calculated
    $259,467
    From this org
    $235,349
    From related orgs
    $0
    Other
    $24,118
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,615
    Bonus
    $0
    Other
    $734
    Deferred
    $12,058
    Nontaxable benefits
    $12,060
    Filer's total
    $259,467

  • GUY J PEAN

    MEDICAL DIRECTOR

    Total calculated
    $249,077
    From this org
    $232,482
    From related orgs
    $0
    Other
    $16,595
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $232,482
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $16,595
    Filer's total
    $249,077

  • JOHN A MCKESSON

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • GAIL K MCCALLION ESQ

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JACQUIE HOLMES

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • EDWARD HUBBARD

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOSHUA BIDER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ERIN FELKER BOND ESQ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • AMELIA WRIGHT BREWER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • EARL D BROWN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CHRIS CHENEY

    BOARD MEMBER (THRU 12/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ART EDWARDS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PETER FRIEDLAND

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LAWRENCE HAMDAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOSHUA D LISTON ESQ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JEN PRESS MARDEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LINDA NGUYEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MARIE I PALACIOS-HARDY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • GARETH OLD ESQ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CAROLYN P POWELL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOANN Y SACKS PHD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DEBORAH WOLFE ESQ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ANDREW ZIMMERN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 3:
SERVICES FOR THE UNDERSERVED, INC. (EIN: 91-1918247), AN AFFILIATE OF THE REPORTING ORGANIZATION, PAID COMPENSATION TO THE REPORTING ORGANIZATION'S TOP MANAGEMENT OFFICIAL. SERVICES FOR THE UNDERSERVED, INC. HAS ESTABLISHED THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL USING COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
SCHEDULE J, PART I, LINE 4A:
DR. JORGE R. PETIT, FORMER PRESIDENT & CEO THRU APRIL OF 2023, RECEIVED SEVERANCE PAYMENTS TOTALING $321,231, WHICH IS INCLUDED ON SCHEDULE J, PART II, COLUMN (B)(III).
SCHEDULE J, PART I, LINE 4B:
THE FOLLOWING EMPLOYEE OF THE ORGANIZATION IS A PARTICIPANT IN A SECTION 457(F) PLAN. THE AMOUNT EARNED DURING THE YEAR WAS: PERRY J. PERLMUTTER...................$6,000.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
9 May 2025
IRS schema version
2023v6.0
Source object
202511299349303231

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