Totals
- Total revenue
- $5,425,473
- Total expenses
- $4,873,155
- Contributions and grants received
- $4,778,901
- Grants paid
- $96,349
- Program service revenue
- $924,460
- Investment income
- -$176,151
- Other revenue
- -$101,737
- Total assets, end of year
- $20,293,005
- Total liabilities, end of year
- $495,552
- Net assets or fund balances, end of year
- $19,797,453
- Program services expenses (Part IX)
- $3,515,405
- Management and general expenses
- $762,668
- Fundraising expenses
- $595,082
- Program service expenses (Part III)
- $3,515,405
Program services were 72.1% 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
$598,857
-
1e · Government grants (contributions)
$2,497,733
-
1f · All other contributions, gifts and grants
$1,632,311
-
1g · Noncash contributions included above
$29,034
-
2a · Program service revenue: PROGRAM SERVICE FEES
total $924,460 · related or exempt $924,460
-
3 · Investment income
total $295,964 · excluded $295,964
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6a · Gross rents
real property $25,893
-
6c · Rental income or loss
real property $25,893 · personal property $0
-
6d · Net rental income or loss
total $25,893 · excluded $25,893
-
7a · Gross sales of assets other than inventory
securities $532,933
-
7b · Less cost or other basis and sales expenses
securities $539,700 · other assets $465,348
-
7c · Gain or loss
securities -$6,767 · other assets -$465,348
-
7d · Net gain or loss
total -$472,115 · excluded -$472,115
-
8a · Fundraising events: gross income
$64,483
-
8a · Fundraising events: contributions included on line 1c
$598,857
-
8b · Fundraising events: direct expenses
$197,303
-
8c · Net income from fundraising events
total -$132,820 · excluded -$132,820
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0 · unrelated business $0
-
11a · Other revenue: MISCELLANEOUS
total $5,190 · related or exempt $5,190
-
11e · Other revenue, total
$5,190
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,000 · program services $2,000
-
2 · Grants to domestic individuals
total $94,349 · program services $94,349
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $240,627 · program services $72,188 · management and general $48,125 · fundraising $120,314
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $2,164,632 · program services $1,680,014 · management and general $166,385 · fundraising $318,233
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $177,980 · program services $139,141 · management and general $9,269 · fundraising $29,570
-
10 · Payroll taxes
total $187,787 · program services $138,661 · management and general $14,947 · fundraising $34,179
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $244,058 · management and general $244,058
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $483,421 · program services $278,522 · management and general $167,931 · fundraising $36,968
-
12 · Advertising and promotion
total $1,563 · program services $1,342 · fundraising $221
-
13 · Office expenses
total $119,283 · program services $65,055 · management and general $30,249 · fundraising $23,979
-
14 · Information technology
total $147,252 · program services $122,147 · management and general $10,362 · fundraising $14,743
-
15 · Royalties
total $0
-
16 · Occupancy
total $145,978 · program services $121,785 · management and general $19,880 · fundraising $4,313
-
17 · Travel
total $85,211 · program services $76,058 · management and general $5,088 · fundraising $4,065
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $421,196 · program services $400,629 · management and general $17,335 · fundraising $3,232
-
23 · Insurance
total $117,555 · program services $100,856 · management and general $11,658 · fundraising $5,041
-
24a · Other expenses: Meals
total $174,865 · program services $166,265 · management and general $8,401 · fundraising $199
-
24b · Other expenses: PROGRAM SUPPLIES
total $41,675 · program services $41,675
-
24c · Other expenses: TRAINING
total $23,723 · program services $14,718 · management and general $8,980 · fundraising $25
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,539,961 · end of year $718,306
-
2 · Savings and temporary cash investments
beginning of year $1,017,478 · end of year $2,301,396
-
3 · Pledges and grants receivable
beginning of year $604,900 · end of year $495,587
-
4 · Accounts receivable
beginning of year $112,257 · end of year $173,347
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $193,640 · end of year $135,295
-
10a · Land, buildings and equipment: cost or other basis
$10,217,380
-
10b · Land, buildings and equipment: accumulated depreciation
$4,112,674
-
10c · Land, buildings and equipment, net
beginning of year $6,693,730 · end of year $6,104,706
-
11 · Investments: publicly traded securities
beginning of year $8,802,989 · end of year $10,364,368
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $0 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $331,966 · end of year $368,839
-
18 · Grants payable
beginning of year $99,120 · end of year $126,713
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $0 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $17,327,320 · end of year $18,340,597
-
28 · Net assets with donor restrictions
beginning of year $1,206,549 · end of year $1,456,856
Mission and programs · 2023
Mission
THE MISSION OF UNITED SOUTH END SETTLEMENTS IS TO HARNESS THE POWER OF OUR DIVERSE COMMUNITY TO DISRUPT THE CYCLE OF POVERTY FOR CHILDREN AND THEIR FAMILIES.
Activities or mission (Part I)
TO HARNESS THE POWER OF OUR DIVERSE COMMUNITY TO DISRUPT THE CYCLE OF POVERTY FOR CHILDREN AND THEIR FAMILIES.
-
USES provides families with a caring community where children grow up with access to quality education, individual and family advocacy, income supports, art, activity, and the outdoors. This intentional investment coupled with our breadth of resources sets them up to be lifelong learners, confident leaders, and active participants in their communities. Our programs serve children ages 0 to 13. Over the past year, we served 75 children in our Early Childhood Education classrooms, 77 children in our club48 after-school program, and 137 children at Camp Hale. Children participating in our programs showed growth in Social Emotional Learning, exceeded age-appropriate milestones in cognitive and physical development, showed growth in STEAM based skill areas, demonstrated kindergarten readiness, and improved literacy and numeracy through standard assessments.
Expenses $3,198,339 · Grants $2,000 · Revenue $929,650
-
Through our whole family approach, USES was able to serve 541 families throughout the year. Coaching connected participants to vital resources- financial support, health and educational resources for children, and career and educational opportunities for adults. In order to empower families directly, we offered 16 families our groundbreaking Striving Toward Economic Prosperity (STEP) program, a unique guaranteed income initiative that provides direct cash assistance.
Expenses $317,066 · Grants $94,349
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jerrell Cox
CEO
- Total calculated
- $223,335
- From this org
- $214,803
- From related orgs
- $0
- Other
- $8,532
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $208,803
- Bonus
- $6,000
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $8,532
- Filer's total
- $223,335
-
Melody Valdes
Chief Program Officer
- Total calculated
- $134,599
- From this org
- $121,925
- From related orgs
- $0
- Other
- $12,674
- Hours/week
- 40
-
Carmen Duarte
Chair
- Total calculated
- $0
- Hours/week
- 10
-
Bandita Joarder
Vice Chair
- Total calculated
- $0
- Hours/week
- 2
-
Anabelle Skalleberg
TREASURER THRU 12/23 & MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jennifer Coplon
CLERK THRU 06/2024
- Total calculated
- $0
- Hours/week
- 2
-
Gary Bailey
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Silvia Buonamici
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Gabriela Cruzado
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Aaron Dushku
MEMBER & TREASURER EFF. 01/24
- Total calculated
- $0
- Hours/week
- 2
-
Nadine Ezzie
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Peter Forkner
Board Member THRU 06/2024
- Total calculated
- $0
- Hours/week
- 2
-
Zena Lum
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Elizabeth March
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Michael Mazzello
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Laura Nielsen
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Kellyn Riccitelli
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Kathy Bello
BOARD MEMBER EFF. 05/2024
- Total calculated
- $0
- Hours/week
- 2
-
Christopher Lowell
BOARD MEMBER EFF. 05/2024
- Total calculated
- $0
- Hours/week
- 2
-
Robyn Carter
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
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 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 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)
- SCHEDULE J, PART II:
- THE CEO WAS AWARDED A $6,OOO BONUS IN JUNE 2023, AS PART OF THE ANNUAL PERFORMANCE REVIEW BY THE BOARD.
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.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 1 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202531359349305568
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