2024-09-14T09:58:32-05:00 2022-06-30 390758449 WIPFLI LLP 170 N RADNOR-CHESTER RD SUITE 200 RADNOR PA 19087 990 2021-07-01 231352676 SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA SETT 2153202600 416 QUEEN STREET PHILADELPHIA PA 19147 HELEN EATON CHIEF EXECUTIVE OFFICER 2153202600 2024-09-13 1 SOLOMON MARDAKHAEV P01806552 6105653930 2024-08-14 2021 2024-08-08 14:25:15Z X HELEN EATON 416 QUEEN STREET PHILADELPHIA PA 19147 12090635 0 X WWW.SETTLEMENTMUSIC.ORG X 1908 PA 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 ACHIEVE ARTISTIC, EDUCATIONAL AND SOCIAL GOALS. SETTLEMENT OFFERS MORE THAN 10,000 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 ITS SIX COMMUNITY BRANCH SITES, AND WITH MULTIPLE OFF-SITE PARTNERSHIPS. SINCE ITS FOUNDING, SETTLEMENT MUSIC SCHOOL HAS GROWN TO BECOME A LEADER IN THE NEIGHBORHOODS IT SERVES, IN THE CITY OF PHILADELPHIA, AND IN THE NATIONAL COMMUNITY ARTS SCHOOL MOVEMENT. MEASURED BY BUDGET SIZE, ENROLLMENT, AND NUMBER OF BRANCHES, SETTLEMENT IS THE LARGEST COMMUNITY SCHOOL OF THE ARTS IN AMERICA. 23 23 310 81 0 0 6781953 6208434 5907689 4456339 1170714 438085 196877 184361 14057233 11287219 2441569 2647784 0 0 6343454 6928012 1750 0 542183 2501280 2787588 11288053 12363384 2769180 -1076165 34802698 32561525 6253701 4593943 28548997 27967582 X 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 ACHIEVE ARTISTIC, EDUCATIONAL AND SOCIAL GOALS. SETTLEMENT OFFERS MORE THAN 10,000 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 ITS SIX COMMUNITY BRANCH SITES, AND WITH MULTIPLE OFF-SITE PARTNERSHIPS. SINCE ITS FOUNDING, SETTLEMENT MUSIC SCHOOL HAS GROWN TO BECOME A LEADER IN THE NEIGHBORHOODS IT SERVES, IN THE CITY OF PHILADELPHIA, AND IN THE NATIONAL COMMUNITY ARTS SCHOOL MOVEMENT. MEASURED BY BUDGET SIZE, ENROLLMENT, AND NUMBER OF BRANCHES, SETTLEMENT IS THE LARGEST COMMUNITY SCHOOL OF THE ARTS IN AMERICA. 0 0 11005395 2647784 4456339 SETTLEMENT'S FINANCIAL AID PROGRAM IS THE VEHICLE THROUGH WHICH UNDERSERVED CHILDREN GAIN ACCESS TO THE SCHOOL'S PROGRAMS. THE SCHOOL ANNUALLY PROVIDES APPROXIMATELY $2.7 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 10,000 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. 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. 11005395 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 59 0 310 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X X VERONICA PLOUSIS CHIEF FINANCIAL O 2153202600 416 QUEEN STREET PHILADELPHIA PA 19147 ELLEN S FRIEDELL CHAIR 4.00 4.00 X X 0 0 0 JUSTIN KLEIN PRESIDENT 1.00 1.00 X X 0 0 0 A BRUCE FRAZIER VICE PRESIDENT (WGB) 1.00 1.00 X X 0 0 0 KAREN GURMANKIN VICE PRESIDENT (KNE) 1.00 1.00 X X 0 0 0 PETER KOHN VICE PRESIDENT (MLC) 1.00 1.00 X X 0 0 0 GUISSOU DABIRI VICE PRESIDENT (WFB) 1.00 1.00 X X 0 0 0 BAIRD STANDISH VICE PRESIDENT (GTN) 1.00 1.00 X X 0 0 0 KEVIN CUNNINGHAM TREASURER 1.00 1.00 X X 0 0 0 ANDREW EISENSTEIN SECRETARY 1.00 1.00 X X 0 0 0 BRUCE LETO ASSISTANT TREASURER 1.00 1.00 X X 0 0 0 PHILIP N RUSSO TRUSTEE 1.00 1.00 X X 0 0 0 BEN AUGER TRUSTEE 1.00 1.00 X 0 0 0 DANA BROWN TRUSTEE 1.00 1.00 X 0 0 0 DAVID CONNOR TRUSTEE 1.00 1.00 X 0 0 0 SUSAN GLEEKSMAN TRUSTEE 1.00 1.00 X 0 0 0 BRIAN PINHEIRO TRUSTEE 1.00 1.00 X 0 0 0 JOEL F SMITH TRUSTEE 1.00 1.00 X 0 0 0 STEVE UTKUS TRUSTEE 1.00 1.00 X 0 0 0 COLIN WETHERILL TRUSTEE 1.00 1.00 X 0 0 0 JIM WHITTON TRUSTEE 1.00 1.00 X 0 0 0 DON HASKINS TRUSTEE 1.00 1.00 X 0 0 0 JANE GREENFIELD TRUSTEE 1.00 1.00 X 0 0 0 JEANNINE WEBBER TRUSTEE 1.00 1.00 X 0 0 0 HELEN EATON CHIEF EXECUTIVE OFFICER 65.00 5.00 X 248849 0 4921 VERONICA PLOUSIS CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER 65.00 X 134516 0 4921 PATRICK LEITER CHIEF INFORMATION OFFICER 55.00 X 134426 0 0 AMELIA SCHMERTZ CHIEF ADVANCEMENT OFFICER 55.00 X 118650 0 0 636441 0 9842 4 0 1 0 0 68750 85309 1014136 5040239 1279332 6208434 TUITION REG/AUDITION 711190 4367363 4367363 OTHER PROGRAM REVENUE 711190 88976 88976 4456339 479203 479203 16582 0 16582 16582 16582 663355 704473 -41118 -41118 -41118 266311 85309 98532 167779 167779 411 411 0 11287219 4456339 0 622446 2647784 2647784 395800 340388 39580 15832 5733215 5075335 323543 334337 349343 297737 35239 16367 449654 424735 8000 16919 24727 24727 54248 33354 20894 45587 45587 125376 74600 50776 64688 21066 43622 108385 59246 38161 10978 230875 109087 88923 32865 354117 338129 12965 3023 49562 18124 31397 41 35894 14144 10937 10813 158615 151953 4283 2379 733139 709704 20429 3006 170423 167208 1843 1372 PROGRAM SUPPLIES 457120 402298 13413 41409 SERVICES CHARGES 105264 53560 51704 BAD DEBTS 35464 35464 DUE & PUBLICATIONS 13085 656 10997 1432 21019 6096 14289 634 12363384 11005395 815806 542183 1588026 710801 3989861 1856032 3063202 3526711 99498 46277 139945 124218 29322889 14022869 15391430 15300020 9303023 9819659 1227713 1177807 34802698 32561525 350119 703357 449605 420157 3669949 2917067 1014136 769892 553362 6253701 4593943 X 15738574 15764977 12810423 12202605 28548997 27967582 34802698 32561525 X -1076165 -2003128 2497878 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11775614 11775614 738781 184695 0 0 712482 585980 691548 738781 2728791 4093187 178121 146495 172887 184695 682198 1023297 11663370 2491239 -1617203 621000 11916406 8705651 1815751 1986968 785000 60000 11663370 8806434 158089 66127 325000 8705651 8326791 720546 384097 625000 8086434 8007652 245159 598980 525000 8326791 0.24000 0.76000 0.00000 1 0 1575918 1575918 23175371 10484574 12690797 21014 21014 0 4550586 3517281 1033305 15300020 AGENCY OBLIGATIONS 553362 553362 X 9105666 -2003128 17068 -1986060 11091726 45587 149906 195493 11287219 9687081 17068 17068 9670013 45587 2647784 2693371 12363384 PART V, LINE 4: ENDOWMENT FUNDS ARE TO PROVIDE SUPPORT FOR THE PROGRAMS AND OPERATIONS OF THE SCHOOLS. PART X, LINE 2: GAAP PERSCRIBES A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE SCHOOL BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN THAT STANDARD. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 16,657. COST OF GOODS SOLD 411. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT LOSS 100,000. CHANGE IN VALUE OF SPLIT INTEREST 49,906. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 16,657. COST OF GOODS SOLD 411. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID SCHOLARSHIPS 2,647,784. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 IT IS NOTED IN ALL NEWSPAPER ADVERTISEMENTS, PROGRAMS, CATALOGUES AND REGISTRATION FORMS. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVED FUNDING FROM THE NATIONAL ENDOWMENT FOR THE ARTS (NEA) AND KEYSTONE ARTS (INITIATIVE OF THE PENNSYLVANIA OFFICE OF CHILD DEVELOPMENT AND EARLY LEARNING) TO SUPPORT THE KALEIDOSCOPE PROGRAM. FUNDING IS ALSO RECEIVED FROM THE SCHOOL DISTRICT OF PHILADELPHIA IN SUPPORT OF THE HEAD START PROGRAM. THE PENNSYLVANIA COUNCIL ON THE ARTS AND PHILADELPHIA CULTURAL FUND PROVIDE GENERAL OPERATING GRANT SUPPORT. ANNUAL GALA 351620 85309 266311 48990 36139 9652 3751 351620 85309 266311 48990 36139 9652 3751 98532 167779 1 FINANCIAL & SCHOLARSHIP AID 2400 2627858 FINANCIAL AID AND SCHOLARSHIPS ARE AWARDED ANNUALLY TO STUDENTS WHO DEMONSTRATE FINANCIAL NEED. SCHOLARSHIPS FOR ADVANCED STUDY STUDENTS 33 19926 SCHOLARSHIPS AWARDED TO STUDENTS TO RECEIVE ADDITIONAL SERVICES FROM SETTLEMENT MUSIC SCHOOL PART I, LINE 2: REGRANTING AGENCY FOR MELLON GRANT: SEPERATE BANK ACCOUNT MAINTAINED. X X 0 0 0 0 0 0 0 1 0 HELEN EATON CHIEF EXECUTIVE OFFICER 226704 0 20000 0 2145 0 0 0 4921 0 253770 0 0 0 X 11 1279332 SELLING PRICE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B). FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING OF THE FORM 990, THE AUDIT COMMITTEE WILL REVIEW AND APPROVE THE FORM 990 AND REPORT ITS FINDINGS TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES REGULARLY SUPPLY WRITTEN CONFLICT OF INTEREST STATEMENTS THAT ARE REVIEWED BY MANAGEMENT TO ENSURE THAT CONFLICTS DO NOT EXIST. IF A CONFLICT WERE TO OCCUR, THE CONFLICT WOULD BE EVALUATED AND APPROPRIATE ACTION WOULD BE TAKEN. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE CENTRAL BOARD OF TRUSTEES (CHAIRMAN, PRESIDENT, TREASURER, ASSISTANT TREASURER, SECRETARY AND ASSISTANT SECRETARY) MEETS ANNUALLY TO DETERMINE THE EXECUTIVE DIRECTOR'S SALARY FOR THE NEXT YEAR END. THE COMMITTEE REVIEWS SALARY DATA FOR COMPARABLE POSITIONS IN OTHER ORGANIZATIONS AS PART OF THEIR DELIBERATION, ALONG WITH INTERNAL SCHOOL BUDGET INFORMATION TO MAKE THEIR DETERMINATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENT -49,906. FINANCIAL AID 2,647,784. BAD DEBT -100,000. FORM 990, AMENDED RETURN EXPLANANTION: THIS AMENDED FORM 990 HAS BEEN PREPARED TO CORRECT THE OFFICERS' COMPENSATION THAT WAS ERRONEOUSLY REPORTED ON THE ORIGINAL RETURN. CHANGES TO THE AMENDED RETURN INCLUDE THE FOLLOWING: FORM 990, PART VII, COLUMN F ESTIMATED AMOUNT OF OTHER COMPENSATION FROM THE ORGANIZATION AND RELATED ORGANIZATIONS HAS DECREASED. THIS CHANGE RESULTED IN A CHANGE TO SCHEDULE J, PART II. ADDITIONAL CHANGES OCCURED TO FORM 990, PART IX, STATEMENT OF FUNCTIONAL EXPENSES, LINE 5, OFFICERS' COMPENSATION, COLUMNS A THROUGH D HAVE INCREASED, AND FORM 990, PART IX, STATEMENT OF FUCTIONAL EXPENSES LINE 7, OTHER SALARIES AND WAGES, AND LINE 9 OTHER EMPLOYEE BENEFITS, COLUMNS A THROUGH D HAVE DECREASED. CAMDEN SCHOOL OF MUSICAL ARTS 990 MORGAN BLVD CAMDEN NJ 08104 222801774 PROVIDE MUSIC & RELATED MUSIC PROGRAMS TO THE CAMDEN AREA AT AFFORDABLE FEES NJ 501(C)(3) LINE 7 SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0