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Nonprofiteer
← UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK

Form 990 for tax year 2023

Filed by UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK.

Totals

Total revenue
$56,395,143
Total expenses
$57,290,054
Contributions and grants received
$44,176,037
Grants paid
$101,030
Program service revenue
$11,698,550
Investment income
$117,555
Other revenue
$403,001
Total assets, end of year
$39,252,137
Total liabilities, end of year
$10,087,477
Net assets or fund balances, end of year
$29,164,660
Program services expenses (Part IX)
$46,892,871
Management and general expenses
$9,204,607
Fundraising expenses
$1,192,576
Program service expenses (Part III)
$46,892,871

Program services were 81.9% 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

    $875,523

  • 1e · Government grants (contributions)

    $40,008,276

  • 1f · All other contributions, gifts and grants

    $3,292,238

  • 2a · Program service revenue: CLINIC AND OTHER PROGRAM FEES

    total $11,013,002 · related or exempt $11,013,002

  • 2b · Program service revenue: MEDICAID

    total $420,123 · related or exempt $420,123

  • 2c · Program service revenue: ARTISTS IN RESIDENCE FEES

    total $265,425 · related or exempt $265,425

  • 3 · Investment income

    total $82,056 · excluded $82,056

  • 6a · Gross rents

    real property $323,346

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $323,346

  • 6d · Net rental income or loss

    total $323,346 · excluded $323,346

  • 7a · Gross sales of assets other than inventory

    securities $3,589,620

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

    securities $3,554,121

  • 7c · Gain or loss

    securities $35,499

  • 7d · Net gain or loss

    total $35,499 · excluded $35,499

  • 8a · Fundraising events: gross income

    $55,750

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

    $875,523

  • 8b · Fundraising events: direct expenses

    $126,319

  • 8c · Net income from fundraising events

    total -$70,569 · excluded -$70,569

  • 11a · Other revenue: REFUNDS

    total $77,410 · excluded $77,410

  • 11b · Other revenue: MISCELLANEOUS INCOME

    total $29,639 · excluded $29,639

  • 11c · Other revenue: PENSION FORFEITURES

    total $28,250 · excluded $28,250

  • 11d · All other revenue

    total $14,925 · excluded $14,925

  • 11e · Other revenue, total

    $150,224

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $101,030 · program services $101,030

  • 5 · Compensation of officers, directors and key employees

    total $591,989 · management and general $591,989

  • 7 · Other salaries and wages

    total $31,304,946 · program services $25,674,927 · management and general $4,800,837 · fundraising $829,182

  • 8 · Pension plan contributions

    total $1,184,841 · program services $943,020 · management and general $215,158 · fundraising $26,663

  • 9 · Other employee benefits

    total $5,478,107 · program services $4,279,474 · management and general $1,077,637 · fundraising $120,996

  • 10 · Payroll taxes

    total $2,784,668 · program services $2,159,429 · management and general $564,184 · fundraising $61,055

  • 11b · Fees: legal

    total $59,156 · program services $55,862 · management and general $3,045 · fundraising $249

  • 11c · Fees: accounting

    total $330,084 · management and general $330,084

  • 11f · Fees: investment management

    total $29,442 · management and general $29,442

  • 11g · Fees: other

    total $7,246,011 · program services $6,877,838 · management and general $316,010 · fundraising $52,163

  • 12 · Advertising and promotion

    total $29,389 · program services $29,233 · management and general $26 · fundraising $130

  • 13 · Office expenses

    total $1,801,675 · program services $1,652,894 · management and general $118,265 · fundraising $30,516

  • 14 · Information technology

    total $828,678 · program services $650,189 · management and general $164,389 · fundraising $14,100

  • 16 · Occupancy

    total $859,437 · program services $595,094 · management and general $244,726 · fundraising $19,617

  • 17 · Travel

    total $124,935 · program services $123,947 · management and general $750 · fundraising $238

  • 19 · Conferences, conventions and meetings

    total $311,335 · program services $298,523 · management and general $11,641 · fundraising $1,171

  • 20 · Interest

    total $71,253 · management and general $64,473 · fundraising $6,780

  • 22 · Depreciation, depletion and amortization

    total $704,267 · program services $580,659 · management and general $108,970 · fundraising $14,638

  • 23 · Insurance

    total $252,347 · program services $170,153 · management and general $77,596 · fundraising $4,598

  • 24a · Other expenses: FOOD

    total $1,322,214 · program services $1,310,366 · management and general $10,666 · fundraising $1,182

  • 24b · Other expenses: YOUTH EVENTS

    total $875,464 · program services $875,464

  • 24c · Other expenses: REPAIRS AND MAINTENANCE

    total $291,559 · program services $204,209 · management and general $80,842 · fundraising $6,508

  • 24d · Other expenses: BAD DEBT EXPENSE

    total $287,337 · management and general $287,337

  • 24e · All other expenses

    total $419,890 · program services $310,560 · management and general $106,540 · fundraising $2,790

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $34,139 · end of year $344,988

  • 2 · Savings and temporary cash investments

    beginning of year $1,909,159 · end of year $13,457

  • 3 · Pledges and grants receivable

    beginning of year $11,962,526 · end of year $9,633,621

  • 4 · Accounts receivable

    beginning of year $1,576,528 · end of year $2,553,173

  • 8 · Inventories for sale or use

    beginning of year $22,930 · end of year $24,003

  • 9 · Prepaid expenses and deferred charges

    beginning of year $126,882 · end of year $82,051

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

    $31,919,475

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

    $9,436,244

  • 10c · Land, buildings and equipment, net

    beginning of year $23,147,474 · end of year $22,483,231

  • 11 · Investments: publicly traded securities

    beginning of year $3,517,084 · end of year $2,745,227

  • 15 · Other assets

    beginning of year $1,756,741 · end of year $1,372,386

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,903,216 · end of year $5,749,864

  • 24 · Unsecured notes and loans payable

    beginning of year $4,003,567 · end of year $1,167,931

  • 25 · Other liabilities

    beginning of year $4,678,772 · end of year $3,169,682

  • 27 · Net assets without donor restrictions

    beginning of year $24,935,957 · end of year $24,294,191

  • 28 · Net assets with donor restrictions

    beginning of year $4,531,951 · end of year $4,870,469

Mission and programs · 2023

Mission

UNIVERSITY SETTLEMENT IS A NOT FOR PROFIT ORGANIZATION DEDICATED TO THE BETTERMENT OF FAMILIES LIVING AND WORKING ON THE LOWER EAST SIDE OF MANHATTAN AND BROOKLYN.

  • CHILDCARE PROGRAMS: UNIVERSITY SETTLEMENT HAS AN EXTENSIVE TRACK RECORD FOR PROVIDING STRENGTHS BASED SERVICES TO LOW INCOME CHILDREN AND FAMILIES. THE SETTLEMENTS COMPREHENSIVE APPROACH TO CHILD AND FAMILY SERVICES IS BASED ON CREATING TRUSTING RELATIONSHIPS WITH FAMILIES TO PROVIDE THEM WITH THE NECESSARY TOOLS AND SKILLS TO SUPPORT THEIR CHILDREN'S DEVELOPMENT. CHILDCARE PROGRAMS INCLUDE EARLY HEAD START, FOUR EARLY CHILDHOOD CENTERS (THE EARLY CHILDHOOD CENTER AND CHILDREN'S CORNER), FAMILY CHILD CARE, PARK SLOPE NORTH AND CREATIVE STEPS. FAMILY ENRICHMENT HOME VISITING PROGRAMS PROMOTE PARENT CHILD BONDING AND HEALTHY CHILD DEVELOPMENT. THE BUTTERFLIES PROGRAM PROVIDES MENTAL HEALTH SERVICES FOR YOUNG CHILDREN AND THEIR FAMILIES. (SEE SCHEDULE O FOR MORE INFO)ALL PROGRAMS ENGAGE CHILDREN IN A RICH CURRICULUM THAT NURTURES THEIR INTELLECTUAL, SOCIAL AND EMOTIONAL DEVELOPMENT. ADDITIONALLY, THE AGENCY ENGAGES PARENTS THROUGH HOME VISITS, CENTER BASED CLASSROOM SESSIONS, SUPPORT GROUPS, WORKSHOPS, EDUCATIONAL/JOB TRAINING AND POLICY COUNCIL MEETINGS, ENABLING THEM TO GAIN THE SKILLS AND KNOWLEDGE TO SUPPORT THEIR CHILDREN'S DEVELOPMENT AND HELP THEM REACH THEIR FULL POTENTIAL.

    Expenses $18,093,517 · Revenue $11,013,002

  • FAMILY SERVICES AND COUNSELING PROGRAMS: UNIVERSITY SETTLEMENT HAS A WIDE RANGE OF FAMILY SERVICES AND COUNSELING PROGRAMS. FAMILY SERVICES INCLUDE COMPREHENSIVE EVICTION PREVENTION AND CASE MANAGEMENT, ADULT LITERACY SERVICES, A PUBLIC PERFORMANCE SERIES AND ARTS EDUCATION, ARTS IN HEALTHCARE, A BROAD RANGE OF SERVICES FOR SENIORS, AND TWO COMMUNITY CENTERS THAT OFFER A RANGE OF HEALTH, EDUCATIONAL AND RECREATIONAL OPPORTUNITIES. THE HUB OF THE SETTLEMENT'S MENTAL HEALTH AND COUNSELING PROGRAMS IS ITS CONSULTATION CENTER, A STATE LICENSED MENTAL HEALTH CLINIC, WHICH OFFERS COGNITIVE BEHAVIORAL THERAPY, CONJOINT AND MARITAL THERAPY, MEDICATION MANAGEMENT, AND PSYCHIATRIC EVALUATION AND CONSULTATION ONSITE. (SEE SCHEDULE O FOR MORE INFO)THE ORGANIZATION ALSO HAS MENTAL HEALTH PROGRAMS FOR YOUTH AND CHILDREN, INCLUDING CARE MANAGEMENT AND THE HOMEBASED CRISIS INTERVENTION PROGRAM, WHICH ARE OFFERED IN CLIENTS' HOMES.

    Expenses $17,080,432 · Revenue $685,548

  • YOUTH PROGRAMS: UNIVERSITY SETTLEMENT'S YOUTH AFTER SCHOOL PROGRAMS STRESS LITERACY AND READING, BLENDING THESE ACTIVITIES WITH HOMEWORK HELP, TARGETED ACADEMIC AND PERSONAL SUPPORT, LEADERSHIP DEVELOPMENT AND COMMUNITY SERVICE OPPORTUNITIES, AND CREATIVE EXPERIENCES SUCH AS FIELD TRIPS, ARTS AND RECREATION. AFTER SCHOOL PROGRAMS ARE OFFERED IN BOTH SCHOOL BASED AND COMMUNITY BASED SETTINGS. PARENTS ARE FULLY INTEGRATED INTO THE PROGRAMS TO SUPPORT THEIR CRUCIAL ROLE IN THEIR CHILDRENS EDUCATIONAL AND PERSONAL DEVELOPMENT. DURING THE SUMMERS, UNIVERSITY SETTLEMENT RUNS STRUCTURED DAY CAMP PROGRAMS FOR CHILDREN AND YOUTH, WITH A MAJOR FOCUS ON LITERACY AND FIELD TRIPS. (SEE SCHEDULE O FOR MORE INFO)ADDITIONALLY, UNIVERSITY SETTLEMENT'S TALENT SEARCH PROGRAM PROVIDES COLLEGE ACCESS AND RETENTION SERVICES, INCLUDING INDIVIDUAL AND GROUP COUNSELING, WORKSHOPS, ASSISTANCE WITH COLLEGE APPLICATIONS AND FINANCIAL AID FORMS, COLLEGE FAIRS, GUEST SPEAKERS, AND COLLEGE VISITS FOR YOUNG PEOPLE INTERESTED IN PURSUING POSTSECONDARY EDUCATION.

    Expenses $11,718,922 · Grants $101,030

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

Listed in Part VII

  • Renee Eubanks

    CO-CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Benjamin Schall

    CO-CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Ronni Fisher

    VICE PRESIDENT FOR PROGRAMS

    Total calculated
    $0
    Hours/week
    2

  • Frederick Yee

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Aviva Will

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Leonard Berman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Christina Chiu

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Steven Green

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Hale Gurland

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Ken Joseph

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Debbie Madden

    DIRECTOR THRU 9/2023

    Total calculated
    $0
    Hours/week
    2

  • Richard Medor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Patrick Michel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Thomas Morgan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Aisha Oliver-Staley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Steve Perricone

    DIRECTOR THRU 10/2023

    Total calculated
    $0
    Hours/week
    2

  • Steven M Schall

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Peter Siroka

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Harly Stevens

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Andrew Zhu

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Ian Zilla

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Marie-Laurie Romney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Joanna Weiner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Melissa E Aase

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $364,911
    From this org
    $312,605
    From related orgs
    $0
    Other
    $52,306
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $277,605
    Bonus
    $35,000
    Other
    $0
    Deferred
    $17,563
    Nontaxable benefits
    $34,743
    Filer's total
    $364,911

  • Rabiya Akhtar Chief

    FINANCIAL ADMINISTRATIVE OFFICER

    Total calculated
    $235,712
    From this org
    $203,242
    From related orgs
    $0
    Other
    $32,470
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $203,242
    Bonus
    $0
    Other
    $0
    Deferred
    $12,653
    Nontaxable benefits
    $19,817
    Filer's total
    $235,712

  • Laura McGinley

    CHIEF EXTERNAL RELATIONS OFFICER

    Total calculated
    $244,274
    From this org
    $196,738
    From related orgs
    $0
    Other
    $47,536
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $196,738
    Bonus
    $0
    Other
    $0
    Deferred
    $12,793
    Nontaxable benefits
    $34,743
    Filer's total
    $244,274

  • Michelle A Green

    CHIEF PEOPLE OFFICER

    Total calculated
    $214,852
    From this org
    $191,220
    From related orgs
    $0
    Other
    $23,632
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $191,220
    Bonus
    $0
    Other
    $0
    Deferred
    $11,905
    Nontaxable benefits
    $11,727
    Filer's total
    $214,852

  • Mary Grace Adams

    ASSOCIATE EXECUTIVE DIRECTOR

    Total calculated
    $187,117
    From this org
    $149,406
    From related orgs
    $0
    Other
    $37,711
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $149,406
    Bonus
    $0
    Other
    $0
    Deferred
    $9,361
    Nontaxable benefits
    $28,350
    Filer's total
    $187,117

  • Jennifer L Vallone

    ASSOCIATE EXECUTIVE DIRECTOR

    Total calculated
    $171,413
    From this org
    $149,301
    From related orgs
    $0
    Other
    $22,112
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $149,301
    Bonus
    $0
    Other
    $0
    Deferred
    $9,361
    Nontaxable benefits
    $12,751
    Filer's total
    $171,413

  • Subhash Chandra

    SENIOR MEDICAL DIRECTOR

    Total calculated
    $156,796
    From this org
    $147,754
    From related orgs
    $0
    Other
    $9,042
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $147,754
    Bonus
    $0
    Other
    $0
    Deferred
    $9,042
    Nontaxable benefits
    $0
    Filer's total
    $156,796

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 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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

The filer's explanations (Part III)

PART I, LINE 7
INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A DISCRETIONARY BONUS DURING CALENDAR YEAR 2023, WHICH WAS INCLUDED IN COLUMN B(II) HEREIN AND IN THEIR 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES.

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
28 April 2025
IRS schema version
2023v6.0
Source object
202501189349302325

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