Skip to content
Nonprofiteer
← SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA

Form 990 for tax year 2023

Filed by SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 26 June 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$13,493,210
Total expenses
$14,205,761
Contributions and grants received
$4,598,512
Grants paid
$2,991,494
Program service revenue
$7,992,860
Investment income
$648,549
Other revenue
$253,289
Total assets, end of year
$34,209,025
Total liabilities, end of year
$3,429,729
Net assets or fund balances, end of year
$30,779,296
Program services expenses (Part IX)
$12,693,570
Management and general expenses
$816,037
Fundraising expenses
$696,154
Program service expenses (Part III)
$12,693,570

Program services were 89.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $50,000

  • 1c · Fundraising events

    $32,868

  • 1f · All other contributions, gifts and grants

    $4,515,644

  • 2a · Program service revenue: TUITION REG/AUDITION

    total $7,943,592 · related or exempt $7,943,592

  • 2f · All other program service revenue

    total $49,268 · related or exempt $49,268

  • 3 · Investment income

    total $369,966 · excluded $369,966

  • 6a · Gross rents

    real property $30,974

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $30,974

  • 6d · Net rental income or loss

    total $30,974 · excluded $30,974

  • 7a · Gross sales of assets other than inventory

    securities $1,301,449

  • 7b · Less cost or other basis and sales expenses

    securities $1,022,866

  • 7c · Gain or loss

    securities $278,583

  • 7d · Net gain or loss

    total $278,583 · excluded $278,583

  • 8a · Fundraising events: gross income

    $336,342

  • 8a · Fundraising events: contributions included on line 1c

    $32,868

  • 8b · Fundraising events: direct expenses

    $114,027

  • 8c · Net income from fundraising events

    total $222,315 · excluded $222,315

  • 10a · Gross sales of inventory

    $745

  • 10b · Cost of goods sold

    $745

  • 10c · Net income from sales of inventory

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $2,991,494 · program services $2,991,494

  • 5 · Compensation of officers, directors and key employees

    total $429,573 · program services $352,805 · management and general $55,258 · fundraising $21,510

  • 7 · Other salaries and wages

    total $6,509,863 · program services $5,814,147 · management and general $308,332 · fundraising $387,384

  • 9 · Other employee benefits

    total $404,553 · program services $363,653 · management and general $18,476 · fundraising $22,424

  • 10 · Payroll taxes

    total $530,760 · program services $480,585 · management and general $21,414 · fundraising $28,761

  • 11b · Fees: legal

    total $22,222 · program services $22,222

  • 11c · Fees: accounting

    total $75,349 · program services $75,349

  • 11e · Fees: professional fundraising services

    total $36,893 · fundraising $36,893

  • 11f · Fees: investment management

    total $51,517 · management and general $51,517

  • 11g · Fees: other

    total $551,895 · program services $465,722 · management and general $12,745 · fundraising $73,428

  • 12 · Advertising and promotion

    total $40,188 · program services $8,954 · management and general $27,889 · fundraising $3,345

  • 13 · Office expenses

    total $114,774 · program services $46,264 · management and general $47,864 · fundraising $20,646

  • 14 · Information technology

    total $321,925 · program services $177,934 · management and general $94,702 · fundraising $49,289

  • 16 · Occupancy

    total $451,489 · program services $432,755 · management and general $18,734

  • 17 · Travel

    total $50,740 · program services $12,798 · management and general $37,155 · fundraising $787

  • 19 · Conferences, conventions and meetings

    total $46,256 · program services $23,089 · management and general $19,611 · fundraising $3,556

  • 20 · Interest

    total $81,740 · program services $78,308 · management and general $2,206 · fundraising $1,226

  • 22 · Depreciation, depletion and amortization

    total $798,227 · program services $798,227

  • 23 · Insurance

    total $138,426 · program services $138,320 · management and general $106

  • 24a · Other expenses: PROGRAM SUPPLIES

    total $377,358 · program services $326,389 · management and general $11,995 · fundraising $38,974

  • 24b · Other expenses: SERVICES CHARGES

    total $150,760 · program services $75,619 · management and general $75,141

  • 24c · Other expenses: DUES & PUBLICATIONS

    total $21,847 · program services $3,626 · management and general $11,292 · fundraising $6,929

  • 24d · Other expenses: OTHER EXPENSES

    total $7,912 · program services $5,310 · management and general $1,600 · fundraising $1,002

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $721,185 · end of year $1,153,843

  • 2 · Savings and temporary cash investments

    beginning of year $2,128,103 · end of year $588,443

  • 3 · Pledges and grants receivable

    beginning of year $2,807,601 · end of year $3,169,534

  • 4 · Accounts receivable

    beginning of year $243,560 · end of year $24,928

  • 9 · Prepaid expenses and deferred charges

    beginning of year $107,587 · end of year $108,762

  • 10a · Land, buildings and equipment: cost or other basis

    $29,598,763

  • 10b · Land, buildings and equipment: accumulated depreciation

    $15,596,351

  • 10c · Land, buildings and equipment, net

    beginning of year $14,725,329 · end of year $14,002,412

  • 11 · Investments: publicly traded securities

    beginning of year $11,802,903 · end of year $13,764,672

  • 15 · Other assets

    beginning of year $1,304,425 · end of year $1,396,431

  • 17 · Accounts payable and accrued expenses

    beginning of year $347,657 · end of year $313,806

  • 19 · Deferred revenue

    beginning of year $352,995 · end of year $547,466

  • 23 · Secured mortgages and notes payable

    beginning of year $2,683,372 · end of year $2,472,026

  • 25 · Other liabilities

    beginning of year $125,951 · end of year $96,431

  • 27 · Net assets without donor restrictions

    beginning of year $16,567,944 · end of year $15,678,294

  • 28 · Net assets with donor restrictions

    beginning of year $13,762,774 · end of year $15,101,002

Mission and programs · 2023

Mission

SETTLEMENT MUSIC SCHOOL'S MISSION IS TO PROVIDE THE HIGHEST QUALITY INSTRUCTION IN MUSIC AND THE RELATED ARTS TO CHILDREN AND ADULTS, WITHOUT REGARD TO AGE, RACE OR FINANCIAL CIRCUMSTANCES. SETTLEMENT'S BROAD RANGE OF PROGRAMS, TAUGHT BY HIGHLY CREDENTIALED AND DEDICATED FACULTY, HELP STUDENTS OF ALL AGES ACHIEVE ARTISTIC, EDUCATIONAL, AND SOCIAL GOALS. SETTLEMENT OFFERS MORE THAN 12,000 WEEKLY SERVICES OF MUSIC AND ARTS INSTRUCTION IN MORE THAN 20 INSTRUMENTS, GROUP CLASSES, CHOIRS, CHAMBER GROUPS, JAZZ ENSEMBLES, ORCHESTRA, ARTS THERAPY, DANCE, AND CREATIVE MOVEMENT, BOTH ONSITE AND ONLINE AT FIVE COMMUNITY BRANCHES AND ONLINE, AND WITH MORE THAN 70 COMMUNITY PARTNERSHIPS. WE ARE LEADING THE NATION IN INCREASING ACCESS TO MUSIC EDUCATION AND PIONEERING TOOLS TO EDUCATE TOMORROW'S CHILDREN.

  • SETTLEMENT'S FINANCIAL AID PROGRAM IS THE VEHICLE THROUGH WHICH UNDERSERVED CHILDREN GAIN ACCESS TO THE SCHOOL'S PROGRAMS. THE SCHOOL ANNUALLY PROVIDES APPROXIMATELY $3 MILLION IN FINANCIAL AID AND SCHOLARSHIPS ACROSS ALL PROGRAMS TO NEARLY 60% OF ITS STUDENTS. SETTLEMENT HAS BEEN SUCCESSFUL IN RECRUITING AND RETAINING CREDENTIALED AND EXPERIENCED FACULTY. THIS FACULTY PROVIDES 12,000 WEEKLY MUSIC AND ARTS RELATED PROGRAMS AND SERVICES TO ALL THE COMMUNITIES THAT THE SCHOOL SERVES, INCLUDING LOW-INCOME AND UNDERSERVED COMMUNITIES. SETTLEMENT EMPLOYS APPROXIMATELY 260 FACULTY, MAKING IT ONE OF THE LARGEST EMPLOYERS OF MUSIC EDUCATORS IN PENNSYLVANIA.

    Expenses $10,460,014 · Grants $994,642 · Revenue $6,962,671

  • THE KALEIDOSCOPE PROGRAM USES THE ARTS TO PREPARE 114 LOW-INCOME PRESCHOOL STUDENTS FOR ACADEMIC SUCCESS. THE PROGRAM HAS A PROVEN RECORD OF SUCCESS, WITH PARTICIPANT'S SCHOOL READINESS SCORES THREE TIMES HIGHER THAN PEERS IN NON-ARTS ENRICHED PROGRAMS. 90% OF THE STUDENTS IN THE KALEIDOSCOPE PROGRAM QUALIFY FOR HEAD START FUNDING DUE TO FAMILY INCOME OR SPECIAL NEEDS AND ATTEND TUITION-FREE. THE INNOVATION AND QUALITY OF KALEIDOSCOPE HAS HELPED IT BECOME A NATIONAL MODEL OF ARTS-BASED PRESCHOOL EDUCATION. THE BUDGET FOR KALEIDOSCOPE IS OVER $1 MILLION, REPRESENTING APPROXIMATELY 13% OF THE SCHOOL'S BUDGET.

    Expenses $1,702,220 · Grants $1,576,980 · Revenue $1,022,605

  • SETTLEMENT'S MUSIC EDUCATION PATHWAYS PROGRAM IS AN AFTERSCHOOL PROGRAM AT SEVEN PHILADELPHIA SCHOOLS, IN OPERATION SINCE 2012, SERVING OVER 250 STUDENTS WITH OVER 130 HOURS OF ENSEMBLE AND GROUP LESSONS IN BAND, ORCHESTRA, AND CHOIR. RESEARCH HAS SHOWN STUDENTS LIVING IN POVERTY TO EXPERIENCE GAINS IN SOCIO-EMOTIONAL LEARNING WHILE ENGAGED IN THIS PROGRAM.

    Expenses $531,336 · Grants $419,872 · Revenue $7,584

  • SETTLEMENT IS THE LEAD PARTNER OF THE PMAY ARTISTS INITIATIVE, A $5 MILLION, SIX-YEAR PROGRAM FUNDED BY THE MELLON FOUNDATION TO SUPPORT A COHORT OF NINE YOUTH AND MUSIC ORGANIZATIONS TO INCREASE DIVERSITY IN THE PROFESSIONAL CLASSICAL MUSIC FIELD. SETTLEMENT IS PROUD TO SERVE THE INITIATIVE AS A LEAD PARTNER AND RE-GRANTOR FOR THIS WORK. WE SUPPORT A COHORT OF STUDENTS, WHO ARE IN FIFTH THROUGH TWELFTH GRADE FROM UNDERREPRESENTED COMMUNITIES AND FINANCIALLY DISADVANTAGED BACKGROUNDS, ON THEIR PATHS TO BECOMING PROFESSIONAL CLASSICAL MUSICIANS. SINCE ITS INCEPTION, PMAY ARTISTS HAVE RECEIVED EXTENSIVE AUDITION, LESSON, AND INSTRUMENT LOAN ASSISTANCE THAT HAS ENABLED THEM TO BE ACCEPTED INTO TOP MUSIC SCHOOLS AND CONSERVATORIES, INCLUDING CARNEGIE MELLON UNIVERSITY, NEW ENGLAND CONSERVATORY OF MUSIC, CLEVELAND INSTITUTE OF MUSIC, AND BOSTON UNIVERSITY, WITH SCHOLARSHIP OFFERS OF UP TO $8 MILLION.

  • THE KARDON CENTER AT SETTLEMENT MUSIC SCHOOL OFFERS MUSIC, ART, AND DANCE/MOVEMENT THERAPY SERVICES TO INDIVIDUALS WITH DIVERSE NEEDS AT SETTLEMENT BRANCHES AND AT OTHER LOCATIONS IN OUR COMMUNITY. CREATIVE ARTS THERAPY IS A FORM OF NON-VERBAL PSYCHOTHERAPY USING THE SENSES TO OPEN NEW CHANNELS OF COMMUNICATION BETWEEN PARTICIPANTS AND THEIR THERAPISTS, FAMILIES, AND COMMUNITIES. CREATIVE ARTS THERAPY USES THE ARTS IN ORDER TO ACHIEVE THERAPEUTIC GOALS. GOALS FOR CREATIVE ARTS THERAPY ARE TAILORED TO EACH PARTICIPANT, AND BENEFITS MAY INCLUDE IMPROVEMENT IN SOCIAL SKILLS, PSYCHOLOGICAL FACTORS, COGNITION, LANGUAGE, AND PHYSICAL SKILLS. 17 CERTIFIED CREATIVE ARTS THERAPISTS DELIVER SERVICES ONSITE AND AT MULTIPLE COMMUNITY BRANCHES.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • ELLEN S FRIEDELL

    CHAIR

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • BRUCE LETO

    ASSISTANT TREASURER, PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BARBARA MENIN

    VICE PRESIDENT (WGB)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MARY BETH KRAMER

    VICE PRESIDENT (KNE)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • NATE BRONSTEIN

    VICE PRESIDENT (MLC)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • GUISSOU DABIRI

    VICE PRESIDENT (WFB)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KEN WEINER

    VICE PRESIDENT (GTN)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KEVIN CUNNINGHAM

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BRIAN PINHEIRO

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ANDREW EISENSTEIN

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DAVID CONNOR

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DANA BROWN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SUSAN GLEEKSMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JANE GREENFIELD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JUSTIN KLEIN

    PRESIDENT, TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JEFFREY LEVINSOHN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JEFFREY MARGOLIES

    TRUSTEE (FROM JULY 2023)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • FRANCES MCNEAL

    TRUSTEE (FROM JULY 2023)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JIM RIESENBACH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BRIAN ROTHENBERG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CRYSTLE ROYE-GILL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PHILIP N RUSSO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ROBIN SHAPIRO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOEL SMITH

    TRUSTEE (FROM NOV 2023)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RACHEL VANCE

    TRUSTEE (FROM JULY 2023)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JEANNINE WEBBER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JIM WHITTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • HELEN EATON

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $269,005
    From this org
    $257,087
    From related orgs
    $0
    Other
    $11,918
    Hours/week
    65 + 5 related

    Schedule J breakdown matched by us

    Base
    $249,421
    Bonus
    $0
    Other
    $7,666
    Deferred
    $0
    Nontaxable benefits
    $11,918
    Filer's total
    $269,005

  • VERONICA PLOUSIS

    CFO/COO (THRU DEC 2023)

    Total calculated
    $164,685
    From this org
    $152,767
    From related orgs
    $0
    Other
    $11,918
    Hours/week
    65 + 5 related

    Schedule J breakdown matched by us

    Base
    $138,447
    Bonus
    $10,000
    Other
    $4,320
    Deferred
    $0
    Nontaxable benefits
    $11,918
    Filer's total
    $164,685

  • LOLA ODUNSI

    CFO/COO (FROM JUNE 2024)

    Total calculated
    $0
    Hours/week
    65 + 5 related

  • PATRICK LEITER

    CHIEF INFORMATION OFFICER

    Total calculated
    $156,105
    From this org
    $156,105
    From related orgs
    $0
    Other
    $0
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $156,105
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $156,105

  • AMELIA SCHMERTZ

    CHIEF ADVANCEMENT OFFICER

    Total calculated
    $129,448
    From this org
    $126,900
    From related orgs
    $0
    Other
    $2,548
    Hours/week
    55

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 · 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
SCHEDULE J, PART II, COLUMN (B)(II) REPORTS DISCRETIONARY INCENTIVE AMOUNTS THAT WERE APPROVED BY THE BOARD BASED UPON PERFORMANCE.

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.

  • CAMDEN SCHOOL OF MUSICAL ARTS

    501(C)(3) · PROVIDE MUSIC & RELATED MUSIC PROGRAMS TO THE CAMDEN AREA AT AFFORDABLE FEES · NJ · controlled entity

    Directly controlled by SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • SMS COLLABORATIVE MANAGEMENT LLC

    TO SUPPORT SMS PRE-K SCHOLARSHIP COLLABORATIVE, LLC. · PA

    Directly controlled by SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA

  • SETTLEMENT MUSIC SCHOOL PRE-K SCHOLARSHIP COLLABORATIVE LLC

    TO PARTICIPATE IN PA EDUCATIONAL IMPROVEMENT SCHOLARSHIP TAX CREDIT PROGRAM · PA

    Directly controlled by SMS COLLABORATIVE MANAGEMENT LLC

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202541359349315979

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.