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Nonprofiteer
← UNIVERSITY SETTLEMENT INC

Form 990 for tax year 2024

Filed by UNIVERSITY SETTLEMENT INC.

Totals

Total revenue
$3,135,692
Total expenses
$3,682,686
Contributions and grants received
$2,905,147
Grants paid
$0
Program service revenue
$0
Investment income
$66,480
Other revenue
$164,065
Total assets, end of year
$5,143,952
Total liabilities, end of year
$1,120,453
Net assets or fund balances, end of year
$4,023,499
Program services expenses (Part IX)
$3,266,147
Management and general expenses
$272,911
Fundraising expenses
$143,628
Program service expenses (Part III)
$3,266,147

Program services were 88.7% 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.

  • 1c · Fundraising events

    $36,644

  • 1d · Related organizations

    $325,000

  • 1e · Government grants (contributions)

    $1,693,326

  • 1f · All other contributions, gifts and grants

    $850,177

  • 3 · Investment income

    total $66,480 · excluded $66,480

  • 6a · Gross rents

    real property $340

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $340

  • 6d · Net rental income or loss

    total $340 · excluded $340

  • 8a · Fundraising events: gross income

    $0

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

    $36,644

  • 8b · Fundraising events: direct expenses

    $21,813

  • 8c · Net income from fundraising events

    total -$21,813 · excluded -$21,813

  • 11a · Other revenue: MISCELLANEOUS REVENUES

    total $185,538 · excluded $185,538

  • 11e · Other revenue, total

    $185,538

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $112,284 · program services $100,162 · management and general $7,717 · fundraising $4,405

  • 7 · Other salaries and wages

    total $1,784,846 · program services $1,592,168 · management and general $122,662 · fundraising $70,016

  • 9 · Other employee benefits

    total $207,948 · program services $185,500 · management and general $14,291 · fundraising $8,157

  • 10 · Payroll taxes

    total $146,654 · program services $130,822 · management and general $10,079 · fundraising $5,753

  • 12 · Advertising and promotion

    total $3,401 · program services $3,034 · management and general $234 · fundraising $133

  • 13 · Office expenses

    total $1,660 · program services $1,481 · management and general $114 · fundraising $65

  • 16 · Occupancy

    total $443,508 · program services $395,630 · management and general $30,480 · fundraising $17,398

  • 17 · Travel

    total $19,539 · program services $17,430 · management and general $1,343 · fundraising $766

  • 19 · Conferences, conventions and meetings

    total $19,153 · program services $17,086 · management and general $1,316 · fundraising $751

  • 20 · Interest

    total $57,225 · program services $51,047 · management and general $3,933 · fundraising $2,245

  • 22 · Depreciation, depletion and amortization

    total $21,282 · management and general $21,282

  • 23 · Insurance

    total $74,833 · program services $66,754 · management and general $5,143 · fundraising $2,936

  • 24a · Other expenses: PROFESSIONAL FEES

    total $354,701 · program services $316,410 · management and general $24,377 · fundraising $13,914

  • 24b · Other expenses: SUPPLIES & FOOD

    total $223,651 · program services $199,508 · management and general $15,370 · fundraising $8,773

  • 24c · Other expenses: REPAIRS AND RENTAL

    total $109,727 · program services $97,882 · management and general $7,541 · fundraising $4,304

  • 24d · Other expenses: DONATIONS TO QALICB

    total $35,883 · program services $32,009 · management and general $2,466 · fundraising $1,408

  • 24e · All other expenses

    total $66,391 · program services $59,224 · management and general $4,563 · fundraising $2,604

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $4,270,376 · end of year $26,973

  • 3 · Pledges and grants receivable

    beginning of year $715,309 · end of year $402,396

  • 7 · Other notes and loans receivable

    end of year $4,247,900

  • 9 · Prepaid expenses and deferred charges

    beginning of year $66,946 · end of year $27,838

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

    $1,383,478

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

    $989,436

  • 10c · Land, buildings and equipment, net

    beginning of year $4,463,188 · end of year $394,042

  • 12 · Investments: other securities

    beginning of year -$990 · end of year -$990

  • 15 · Other assets

    beginning of year $45,793 · end of year $45,793

  • 17 · Accounts payable and accrued expenses

    beginning of year $143,878 · end of year $232,973

  • 19 · Deferred revenue

    end of year $70,000

  • 23 · Secured mortgages and notes payable

    beginning of year $482,595 · end of year $631,787

  • 25 · Other liabilities

    beginning of year $185,693 · end of year $185,693

  • 27 · Net assets without donor restrictions

    beginning of year $5,203,019 · end of year $2,392,918

  • 28 · Net assets with donor restrictions

    beginning of year $3,545,437 · end of year $1,630,581

Mission and programs · 2024

Mission

THE MISSION OF UNIVERSITY SETTLEMENT IS TO OFFER THE INDIVIDUALS AND FAMILIES WE SERVE THE RESOURCES BY WHICH THEY CAN LEARN, GROW, AND THRIVE. THIS MISSION IS GUIDED BY THE FOLLOWING PRINCIPLES:*EXCELLENCE IN ALL ASPECTS OF OUR WORK*SERVING OUR COMMUNITY WITH RESPECT AND DIGNITY*A COMMUNITY-CENTRIC ORGANIZATION*HAVING OUR "FEET IN THE STREET" TO ENCOURAGE AUTHENTIC COMMUNITY ENGAGEMENT AND ON-GOING COMMUNITY DIALOGUE*ALIGNING OUR PROGRAMS AND SERVICES TO ADDRESS CURRENT AND PRESSING COMMUNITY NEEDS AND BEING NIMBLE SO AS TO BE ABLE TO ADJUST OUR OFFERINGS IN LINE WITH EVOLVING COMMUNITY NEEDS*BUILDING OUR VISIBILITY IN THE COMMUNITY TO BE AS ACCESSIBLE AS POSSIBLE TO THOSE WE STRIVE TO PARTNER WITH AND SERVE*OPERATING WITH A COLLABORATIVE SPIRIT

Activities or mission (Part I)

THE MISSION OF UNIVERSITY SETTLEMENT IS TO OFFER THE INDIVIDUALS AND FAMILIES WE SERVE THE RESOURCES BY WHICH THEY CAN LEARN, GROW, AND THRIVE. THIS MISSION IS GUIDED BY THE FOLLOWING PRINCIPLES: *EXCELLENCE IN ALL ASPECTS OF OUR WORK*SERVING OUR COMMUNITY WITH RESPECT AND DIGNITY*A COMMUNITY-CENTRIC ORIENTATION TO OUR PROGRAMS AND SERVICES*HAVING OUR FEET IN THE STREET TO ENCOURAGE AUTHENTIC COMMUNITY ENGAGEMENT AND ON-GOING COMMUNITY DIALOGUE*ALIGNING OUR PROGRAMS AND SERVICES TO ADDRESS CURRENT AND PRESSING COMMUNITY NEEDS AND BEING NIMBLE SO AS TO BE ABLE TO ADJUST OUR OFFERINGS IN LINE WITH EVOLVING COMMUNITY NEEDS*BUILDING OUR VISIBILITY IN THE COMMUNITY TO BE AS ACCESSIBLE AS POSSIBLE TO THOSE WE STRIVE TO PARTNER WITH AND SERVE*OPERATING WITH A COLLABORATIVE SPIRIT

  • SMART, YOUNG, AND SIGNIFICANT (SMARTY'S) PROVIDES AFTERSCHOOL PROGRAMMING THROUGH TWO UNIQUE APPROACHES. THE AGENCY SUCCESSFULLY MANAGES FOUR NITA M. LOWEY 21ST CENTURY COMMUNITY LEARNING CENTER (21ST CCLC) PROGRAMS FOR STUDENTS IN GRADES KINDERGARTEN- EIGHTH GRADE IN PARTNERSHIP WITH THE BROADWAY ACADEMY AT WILLOW AND ST. STANISLAUS CATHOLIC SCHOOL. THE PREVENTION PROGRAM IS DESIGNED TO REDUCE STUDENTS' INTENTION TO USE ALCOHOL, TOBACCO, AND OTHER DRUGS, WHILE PROMOTING PROSOCIAL ATTITUDES, SKILLS, AND BEHAVIORS. THE FIVE SOCIAL AND EMOTIONAL LEARNING (SEL) CORE COMPETENCIES BEING TAUGHT INCLUDE: SELF-AWARENESS, SELF-MANAGEMENT, SOCIAL AWARENESS, RELATIONSHIP SKILLS, AND RESPONSIBLE DECISION MAKING. THE IMPORTANCE OF DEVELOPING THESE SKILLS IS TO HELP INDIVIDUALS SET AND REACH GOALS, MANAGE OBSTACLES AND STRESSES RELATED TO ACADEMICS AND SOCIAL DYNAMICS, AND TO PROVIDE ALTERNATIVES TO RISKY BEHAVIOR. LIONS QUEST AND CENTERVENTION CURRICULUMS WERE USED FOR PROGRAM LESSONS, TO SERVE STUDENTS IN GRADES K-8TH. THE GOAL OF PREVENTION PROGRAMMING IS TO INCREASE PROTECTIVE FACTORS THAT ALLOW CHILDREN TO SUCCEED, WHILE HELPING TO REMOVE BARRIERS AND DECREASE RISK FACTORS. COMMUNITY YOUTH RECEIVE PROGRAMMING THROUGH DIRECT SERVICES BY ENROLLING IN UNIVERSITY SETTLEMENT'S OUT-OF-SCHOOL TIME PROGRAM.

    Expenses $745,009

  • THE RISE (RE-INTEGRATION SERVICES & EMPOWERMENT) PROGRAM PROVIDES CASE MANAGEMENT SERVICES TO INDIVIDUALS WHO WERE RECENTLY INCARCERATED AND ARE TRANSITIONING BACK INTO THE COMMUNITY. SERVICES FOCUS ON EMPLOYMENT AND SECURING INCOME, ADDRESSING MENTAL HEALTH AND ADDICTION, AND ACCESSING MAINSTREAM BENEFITS, TO NAME A FEW. THE UNIVERSITY SETTLEMENT FATHERHOOD INITIATIVE PROGRAM SERVES FATHERS RESIDING IN CUYAHOGA COUNTY. THE PROGRAM OFFERS FATHERHOOD SERVICES AT A.B. HART SCHOOL, WARNER GIRLS LEADERSHIP ACADEMY, MOUND STEM MIDDLE SCHOOL AND ON-SITE AT UNIVERSITY SETTLEMENT. SERVICES INCLUDE EMPLOYMENT AND VOCATIONAL SERVICES, HOUSING/UTILITY ASSISTANCE, AND REFERRALS TO LEGAL SERVICES, MENTAL HEALTH SERVICES, AND MANY MORE. CASE MANAGEMENT SERVICES ARE ALSO PROVIDED TO FATHERS ON-SITE BY THE PROGRAM MANAGER. FOR THOSE FORMERLY HOMELESS FAMILIES WHO ARE EXITING THE CUYAHOGA COUNTY SHELTER SYSTEM, THE TRANSITION-IN-PLACE CASE MANAGEMENT PROGRAM OFFERS TWELVE MONTHS OF INTENSIVE CASE MANAGEMENT TO HELP PROVIDE FAMILIES WITH THE RESOURCES NEEDED TO REMAIN STABLY HOUSED.

    Expenses $294,606

  • THE ADULT WELLNESS PROGRAM SERVES RESIDENTS RESIDING IN ZIP CODES 44127 AND 44105. TO ADDRESS BARRIERS TO AGING SUCCESSFULLY IN PLACE, UNIVERSITY SETTLEMENT'S ADULT WELLNESS PROGRAM SUPPORTS SENIORS AGED 60 AND OLDER, AND ADULTS WITH DISABILITIES AGED 18-59. SENIORS ENGAGE IN ACTIVITIES THAT ENHANCE THEIR PHYSICAL AND COGNITIVE WELLBEING.

    Expenses $1,213,700

  • THE NEO SKILL CORPS AMERICORPS PROGRAM LED BY UNIVERSITY SETTLEMENT WORKS WITH PARTNER AGENCIES TO HOST AMERICORPS MEMBERS TO ADDRESS ISSUES OF FINANCIAL LITERACY, WORKFORCE DEVELOPMENT AND TRAINING, AND ADULT LITERACY.

    Expenses $134,892

  • THE FORMER MAGIC JOHNSON COMMUNITY EMPOWERMENT CENTER EVOLVED THIS YEAR INTO A BROADWAY COMMUNITY TRI-C ACCESS CENTER. THE CENTER CONTINUES TO PROVIDE ACCESS TO AND ASSISTANCE WITH TECHNOLOGY TO COMMUNITY MEMBERS, THE AFTERSCHOOL YOUTH PROGRAM AND TO THE SENIORS/INDIVIDUALS WITH DISABILITIES WHO PARTICIPATE IN THE ADULT WELLNESS PROGRAM. IN 2024, WHEN THE NEW HOME OF UNIVERSITY SETTLEMENT OPENS, THE TRI-C ACCESS CENTER WILL CONNECT COMMUNITY PARTICIPANTS WITH EDUCATION AND JOB TRAINING CLASSES IN THE COMMUNITY WHERE THEY LIVE. THE CENTER WILL OFFER A WIDE RANGE OF SERVICES DESIGNED TO MEET STUDENTS WHERE THEY ARE AT, WHETHER ON THEIR EDUCATION OR CAREER PATH. DURING THIS 2023 TRANSITION YEAR, THERE WERE NO OUTCOMES TO MEET. THE COMMUNITY LAB REMAINED OPEN AND SERVED 62 INDIVIDUALS WHO HAD A VARIETY OF TECHNOLOGICAL NEEDS.

    Expenses $56,178

  • THE ADULT WELLNESS PROGRAM SERVES RESIDENTS RESIDING IN ZIP CODES 44127 AND 44105. TO ADDRESS BARRIERS TO AGING SUCCESSFULLY IN PLACE, UNIVERSITY SETTLEMENT'S ADULT WELLNESS PROGRAM SUPPORTS SENIORS AGED 60 AND OLDER, AND ADULTS WITH DISABILITIES AGED 18-59. SENIORS ENGAGE IN ACTIVITIES THAT ENHANCE THEIR PHYSICAL AND COGNITIVE WELLBEING.

    Expenses $189,110

  • FOR THOSE FORMERLY HOMELESS FAMILIES WHO ARE EXITING THE CUYAHOGA COUNTY SHELTER SYSTEM, THE TRANSITION-IN-PLACE CASE MANAGEMENT PROGRAM OFFERS TWELVE MONTHS OF INTENSIVE CASE MANAGEMENT TO HELP PROVIDE FAMILIES WITH THE RESOURCES NEEDED TO REMAIN STABLY HOUSED.

    Expenses $201,521

  • THE RISE (RE-INTEGRATION SERVICES & EMPOWERMENT) PROGRAM PROVIDES CASE MANAGEMENT SERVICES TO INDIVIDUALS WHO WERE RECENTLY INCARCERATED AND ARE TRANSITIONING BACK INTO THE COMMUNITY. SERVICES FOCUS ON EMPLOYMENT AND SECURING INCOME, ADDRESSING MENTAL HEALTH AND ADDICTION, AND ACCESSING MAINSTREAM BENEFITS, TO NAME A FEW.

    Expenses $17,310

  • THE UNIVERSITY SETTLEMENT FATHERHOOD INITIATIVE PROGRAM SERVES FATHERS RESIDING IN CUYAHOGA COUNTY. THE PROGRAM OFFERS FATHERHOOD SERVICES AT A.B. HART SCHOOL, WARNER GIRLS LEADERSHIP ACADEMY, MOUND STEM MIDDLE SCHOOL AND ON-SITE AT UNIVERSITY SETTLEMENT. SERVICES INCLUDE EMPLOYMENT AND VOCATIONAL SERVICES, HOUSING/UTILITY ASSISTANCE, AND REFERRALS TO LEGAL SERVICES, MENTAL HEALTH SERVICES, AND MANY MORE. CASE MANAGEMENT SERVICES ARE ALSO PROVIDED TO FATHERS ON-SITE BY THE PROGRAM MANAGER.

    Expenses $212,953

  • THE PREVENTION PROGRAM IS DESIGNED TO REDUCE STUDENTS' INTENTION TO USE ALCOHOL, TOBACCO, AND OTHER DRUGS, WHILE PROMOTING PROSOCIAL ATTITUDES, SKILLS, AND BEHAVIORS. THE FIVE SOCIAL AND EMOTIONAL LEARNING (SEL) CORE COMPETENCIES BEING TAUGHT INCLUDE: SELF-AWARENESS, SELF-MANAGEMENT, SOCIAL AWARENESS, RELATIONSHIP SKILLS, AND RESPONSIBLE DECISION MAKING. THE IMPORTANCE OF DEVELOPING THESE SKILLS IS TO HELP INDIVIDUALS SET AND REACH GOALS, MANAGE OBSTACLES AND STRESSES RELATED TO ACADEMICS AND SOCIAL DYNAMICS, AND TO PROVIDE ALTERNATIVES TO RISKY BEHAVIOR. LIONS QUEST AND CENTERVENTION CURRICULUMS WERE USED FOR PROGRAM LESSONS, TO SERVE STUDENTS IN GRADES K-8TH. THE GOAL OF PREVENTION PROGRAMMING IS TO INCREASE PROTECTIVE FACTORS THAT ALLOW CHILDREN TO SUCCEED, WHILE HELPING TO REMOVE BARRIERS AND DECREASE RISK FACTORS. COMMUNITY YOUTH RECEIVE PROGRAMMING THROUGH DIRECT SERVICES BY ENROLLING IN UNIVERSITY SETTLEMENT'S OUT-OF-SCHOOL TIME PROGRAM.

    Expenses $72,182

  • THE POLICY, ADVOCACY, AND COMMUNITY ENGAGEMENT (PACE) DEPARTMENT, A STAFF OF FIVE, CONDUCTS REGULAR OUTREACH AND ENGAGEMENT WITH COMMUNITY MEMBERS, REACHING NEARLY 1,500 RESIDENTS ANNUALLY IN FACE-TO-FACE CONVERSATIONS ABOUT COMMUNITY CONCERNS, HIV/AIDS, DRUG/ALCOHOL USE, AND MORE.

    Expenses $128,686

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JORDAN TRIMBLE

    PRESIDENT

    Total calculated
    $0
    Hours/week
    6

  • CARRIE MILLER

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • TENISHA GAINES

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • PHOEBE ADERIBIGBE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MAYIA ALLEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BARBARA ANDERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AYONNA BLUE-DONALD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICHARD GIBSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RUSSELL HOLMES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANDREW MARTIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID MARGOLIUS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TRACEY MASON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TELKA SHAW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICHAUN BUNTON

    EXECUTIVE DIRECTOR

    Total calculated
    $120,000
    From this org
    $120,000
    From related orgs
    $0
    Other
    $0
    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.

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 corporations and trusts

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

Provenance

Return type
form_990
Tax year
2024
Filed
14 May 2026
IRS schema version
2024v5.5
Source object
202601349349310605

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