2024-06-18T15:28:52-05:00 2022-06-30 Forvis Mazars LLP 1155 Avenue of the Americas 1200 New York NY 10036 990 2021-07-01 135562374 University Settlement Society of New York % RABIYA AKHTAR UNIV 2126749120 184 Eldridge Street New York NY 10002 RABIYA AKHTAR CFAO 2124530297 2024-06-15 true Rabiya Akhtar 999009999 Aaron Shapiro P01333816 2128674000 2024-06-15 2 2021 2023-04-26 12:10:37Z X RABIYA AKHTAR 184 ELDRIDGE STREET NEW YORK NY 10002 44918944 false X WWW.UNIVERSITYSETTLEMENT.ORG 1886 NY 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. 19 19 821 200 0 28652419 36214315 5493798 7452469 217405 283597 35766 -35130 34399388 43915251 0 0 0 0 29258557 31550006 0 0 1049286 9930547 13828252 39189104 45378258 -4789716 -1463007 42233481 44434696 9220466 14086260 33013015 30348436 X 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. false false 16502123 7153237 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, TWO EARLY CHILDHOOD CENTERS (THE EARLY CHILDHOOD CENTER AND CHILDREN'S CORNER), AND FAMILY CHILD CARE. 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. WE ALSO PROVIDE INDIVIDUALIZED SERVICES FOR CHILDREN UNDER AGE THREE WITH DEVELOPMENTAL DELAYS AND DISABILITIES THROUGH OUR EARLY INTERVENTION PROGRAM. 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. VISITS, CENTER-BASED CLASSROOM SESSIONS, SUPPORT POTENTIAL. 8526640 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 SUPPOR 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. 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 POST-SECONDARY EDUCATION. 11997968 299232 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 ON-SITE. THE ORGANIZATION ALSO HAS MENTAL HEALTH PROGRAMS FOR YOUTH AND CHILDREN, INCLUDING CHILDREN'S BLENDED CASE MANAGEMENT AND THE HOME-BASED CRISIS INTERVENTION PROGRAM, WHICH ARE OFFERED IN CLIENTS' HOMES. 37026731 true true false false false false false false false true true false false false true false true false false false false false false false true false false false false true false false false false false false false false false false false false false false false false false true 242 0 821 true false false false false false false false false false false false false X 19 19 true false false false false false false true true false false true true true true true true true false false NY X RABIYA AKHTAR 2124534599 184 ELDRIDGE STREET NEW YORK NY 10002 MELISSA E AASE CHIEF EXECUTIVE OFFICER 35.0 0.0 X 236291 0 46692 Michelle A Green Chief People Officer 35.0 0.0 X 171389 0 23113 ANDY J SANTIAGO Controller (through 12/21) 35.0 0.0 X 140167 0 41748 Subhash Chandra Medical Director 21.0 0.0 X 162815 0 3391 Jennifer L Vallone Associate Executive Director 35.0 0.0 X 136045 0 21414 MICHELLE A PAIGE Chief Program & Equity Officer 35.0 0.0 X 156972 0 58 Rabiya Akhtar CFAO (started 8/21) 35.0 0.0 X 58897 0 9409 BENJAMIN SCHALL CO-CHAIR 2.0 0.0 X X 0 0 0 RENEE EUBANKS CO-CHAIR 2.0 0.0 X X 0 0 0 RONNI FISHER VICE PRESIDENT FOR PROGRAMS 2.0 0.0 X X 0 0 0 EMMA BLOCH Vice President for Finance 2.0 0.0 X X 0 0 0 THOMAS MORGAN TREASURER 2.0 0.0 X X 0 0 0 STEVEN M SCHALL VICE PRESIDENT 2.0 0.0 X X 0 0 0 RICH MEDOR Vice President for Audit 2.0 0.0 X X 0 0 0 AVIVA WILL SECRETARY 2.0 0.0 X X 0 0 0 IAN ZILLA DIRECTOR 2.0 0.0 X 0 0 0 STEFANIE BATTEN BLAND DIRECTOR 2.0 0.0 X 0 0 0 JAMES K FINKEL DIRECTOR 2.0 0.0 X 0 0 0 HALE GURLAND DIRECTOR 2.0 0.0 X 0 0 0 ALAN P WINTERS DIRECTOR 2.0 0.0 X 0 0 0 KEN JOSEPH DIRECTOR 2.0 0.0 X 0 0 0 HARLY STEVENS DIRECTOR 2.0 0.0 X 0 0 0 ANDREW ZHU DIRECTOR 2.0 0.0 X 0 0 0 STEVE PERRICONE DIRECTOR 2.0 0.0 X 0 0 0 DAVID SHAPIRO DIRECTOR 2.0 0.0 X 0 0 0 Leonard Berman DIRECTOR 2.0 0.0 X 0 0 0 1062576 0 145825 20 false true false DCC-LOCAL 205 WF PO BOX 36151 NEW YORK NY 10108 FOOD SERVICES 173745 Carey LLC 658 PECONIC AVE WEST BABYLON NY 11704 CONSULTING 163818 ASIAN AMERICANS FOR EQUALITY 2 ALLEN ST SUITE 7A NEW YORK NY 10002 RENTAL SPACE 129886 CSAEUDISTRICT COUNCIL 1707 420 WEST 45TH STREET NEW YORK NY 10036 UNION DUES 125024 FOOD SVC GRP INC DBA NY ENRICHMENT 455 TARRYTOWN RD UNIT 1203 WHITE PLAINS NY 10607 FOOD SERVICES 121340 6 498967 32477673 3237675 36214315 PROGRAM FEES 624100 7153237 7153237 MEDICARE/MEDICAID 624100 284841 284841 ARTISTS IN RESIDENCE FEES 624100 14391 14391 7452469 216013 216013 0 0 17878 17878 0 17878 17878 977165 909581 67584 67584 67584 0 498967 94112 -94112 -94112 0 0 0 0 0 0 MISCELLANEOUS 900099 41104 41104 41104 43915251 7452469 248467 0 0 0 0 452641 452641 0 24414165 21283948 2367570 762647 988014 855501 104705 27808 3774742 3251347 417712 105683 1920444 1638202 228993 53249 0 76766 76766 201516 201516 0 0 26574 26574 4938849 4255605 659066 24178 78181 63772 14047 362 1674385 1272841 350573 50971 0 0 1277302 829538 446856 908 25457 18243 7214 0 347925 324900 22225 800 171314 1734 166979 2601 0 708151 672743 28326 7082 216965 155943 61022 EQUIPMENT MAINTENANCE 883874 665997 205470 12407 BAD DEBT 1393846 1393846 FOOD 951354 895129 55635 590 YOUTH EVENTS 669574 655838 13736 186219 185450 769 45378258 37026731 7302241 1049286 1065614 1551586 0 0 6872212 11526226 276797 647059 0 0 0 0 1400000 0 0 0 176786 76907 31676851 7992076 24163772 23684775 8267672 6817945 0 0 0 0 0 0 10628 130198 42233481 44434696 2984914 4492617 0 0 0 0 0 0 0 0 0 0 0 0 5496752 5357674 738800 4235969 9220466 14086260 X 29892933 27468279 3120082 2880157 33013015 30348436 42233481 44434696 -1463007 -1201572 X false true X true true true X 29797357 30180599 28943915 28652419 36214315 153788605 0 0 29797357 30180599 28943915 28652419 36214315 153788605 0 153788605 932081 899986 532324 131764 233891 2730046 0 595456 619568 61532 44686 41104 1362346 157880997 35255556 0.97408 0.96520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3389712 -447938 236079 2705695 3098767 353099 62154 3389712 3093752 6788 1773 3098767 3062082 121670 90000 3093752 2943354 208728 75000 3077082 0.36000 0.64000 true false 9750000 9750000 20332558 6575364 13757194 1529243 1416712 112531 65050 65050 23684775 0 ADVANCES UNDER GOVERNMENT GRANTS 3654474 DUE TO GOVERNMENT AGENCY 581495 4235969 42781217 -1201572 94112 -1107460 43888677 26574 26574 43915251 45445796 94112 94112 45351684 26574 26574 45378258 SCHEDULE D, PART V, LINE 4 THE SETTLEMENT INTERPRETS THE UPMIFA OF NEW YORK STATE, REQUIRING THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENT FUNDS, ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, THE SETTLEMENT CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENTS, AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR-RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED IN PERMANENTLY RESTRICTED NET ASSETS IS CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE SETTLEMENT IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY UPMIFA. FUNDS THAT ARE NOT CLASSIFIED AS PERMANENTLY RESTRICTED NET ASSETS ARE CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE SETTLEMENT IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY UPMIFA. Schedule D, Part XI, Line 2d Direct Fundraising Expenses: $94,112 Schedule D, Part XII, Line 2d Direct Fundraising Expenses: $94,112 CITY STORIES 498967 498967 94112 0 498967 498967 94112 94112 -94112 X false false false false false false false false false MELISSA E AASE CHIEF EXECUTIVE OFFICER 236291 14663 32029 282983 Michelle A Green Chief People Officer 171389 3842 19271 194502 MICHELLE A PAIGE Chief Program & Equity Officer 156972 58 157030 ANDY J SANTIAGO Controller (through 12/21) 140167 9048 32700 181915 Subhash Chandra Medical Director 162815 1991 1400 166206 Jennifer L Vallone Associate Executive Director 136045 8442 12972 157459 FORM 990, PART VI, SECTION A, LINE 2 STEVEN M. SCHALL AND BENJAMIN SCHALL SHARE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL AND ADMINISTRATIVE OFFICER IS PRIMARILY RESPONSIBLE FOR THE REVIEW OF THE FORM 990 WHICH IS PREPARED BY THE ORGANIZATION'S AUDITORS. THE INFORMATION ON THE FORM 990 IS COMPARED TO THE AUDITED FINANCIAL STATEMENTS LINE BY LINE. SUPPLEMENTAL INFORMATION WHICH DOES NOT APPEAR IN THE AUDITED FINANCIAL STATEMENTS IS COMPARED TO THE SOURCE DOCUMENTATION WHICH WAS PREPARED FOR THE FORM 990 PREPARER. ALL OF THE OTHER QUESTIONS ARE REVIEWED FOR ACCURACY. AFTER THE FORM 990 IS APPROVED BY THE CHIEF FINANCIAL AND ADMINISTRATIVE OFFICER OR CONTROLLER, THE CHIEF EXECUTIVE OFFICER PERFORMS A CURSORY REVIEW OF THE FORM 990 AND IF IT IS SATISFACTORY, APPROVES IT FOR SUBMISSION. IN ADDITION, THE 990 IS SENT TO THE FULL BOARD PRIOR TO SUBMISSION, AND MEMBERS CAN PROVIDE INPUT BEFORE THE FORM IS FILED. FORM 990, PART VI, SECTION B, LINE 12C UPON JOINING THE BOARD, NEW MEMBERS ARE INFORMED OF THE AGENCY'S POLICY REGARDING CONFLICTS OF INTEREST AND ARE GIVEN A WRITTEN COPY OF THE POLICY. ON AN ANNUAL BASIS, A FORM IS DISTRIBUTED TO ALL BOARD MEMBERS WHEREBY MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST. THE POLICY HAS BEEN UPDATED IN RESPONSE TO NEW NYS GUIDELINES. IF A CONFLICT EMERGES, THE BOARD MEMBER MUST DISCLOSE THE CONFLICT TO THE BOARD AND THE BOARD MEMBER WITH THE CONFLICT MUST REFRAIN FROM VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD COMPENSATION COMMITTEE DETERMINES THE SALARY OF THE CEO. THE CEO DETERMINES ALL OTHER EXECUTIVE LEVEL COMPENSATION. THIS WAS LAST DONE IN APRIL 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE ANNUAL REPORT IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990 Page 1 Box B The return is being amended due to the restatement of audited financial statements. Changes have been made to the following sections: Part I, Part VIII, Part X, Part XI, Part XII, Schedule A, Schedule B, and Schedule D. FORM 990 PART IX LINE 11G DESCRIPTION:PROVIDER STIPENDS TOTAL FEES:2372496 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTANTS TOTAL FEES:1671511 FORM 990 PART IX LINE 11G DESCRIPTION:TEMPORARY HELP TOTAL FEES:563770 FORM 990 PART IX LINE 11G DESCRIPTION:PAYROLL FEES TOTAL FEES:222578 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER FEES TOTAL FEES:108494