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Nonprofit · EIN 34-0714776

UNIVERSITY SETTLEMENT INC

Tax-exempt · CLEVELAND, OH 44127

Financials

$4.4M$3.8M2022$6.7M$3.4M2023$3.1M$3.7M2024
Revenue Expenses · by fiscal year end
Financials of UNIVERSITY SETTLEMENT INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$3,135,692$3,682,686-$546,994$5,143,952$1,120,453$4,023,499
June 30, 2024990$6,672,355$3,388,041$3,284,314$9,560,622$812,166$8,748,456
June 30, 2023990$4,420,380$3,800,534$619,846$5,159,633$365,047$4,794,586
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$2,905,147
of which government grants
$1,693,326
Program service revenue
$0
Investment income
$66,480
Net rental income
$340
Net income from fundraising events
-$21,813
Other revenue
$164,065

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$112,284
Other salaries and wages
$1,784,846
Salaries, compensation and benefits (total)
$2,251,732
Professional fundraising fees
$0
Occupancy
$443,508
Travel
$19,539
Depreciation
$21,282
Program services (functional)
$3,266,147
Management and general (functional)
$272,911
Fundraising (functional)
$143,628

Balance sheet and other

Total assets, start of year
$9,560,622
Total assets, end of year
$5,143,952
Total liabilities, end of year
$1,120,453
Net assets, end of year
$4,023,499
Land, buildings and equipment
$394,042
Net assets without donor restrictions
$2,392,918
Net assets with donor restrictions
$1,630,581
Gross receipts
$3,157,505
Employees
38
Volunteers
40
Year formed
1926
State of legal domicile
OH

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
RICHAUN BUNTONEXECUTIVE DIRECTOR
Officer
40$120,000
JORDAN TRIMBLEPRESIDENT
Trustee or director, Officer
6$0
CARRIE MILLERVICE PRESIDENT
Trustee or director, Officer
4$0
TENISHA GAINESSECRETARY
Trustee or director, Officer
4$0
PHOEBE ADERIBIGBEDIRECTOR
Trustee or director
1$0
MAYIA ALLENDIRECTOR
Trustee or director
1$0
BARBARA ANDERSONDIRECTOR
Trustee or director
1$0
AYONNA BLUE-DONALDDIRECTOR
Trustee or director
1$0
RICHARD GIBSONDIRECTOR
Trustee or director
1$0
RUSSELL HOLMESDIRECTOR
Trustee or director
1$0
ANDREW MARTINDIRECTOR
Trustee or director
1$0
DAVID MARGOLIUSDIRECTOR
Trustee or director
1$0
TRACEY MASONDIRECTOR
Trustee or director
1$0
TELKA SHAWDIRECTOR
Trustee or director
1$0
990 for the year ended June 30, 2024: 23 people
NameTitleHours / weekCompensation
EARL PIKEEXECUTIVE DIRECTOR
Officer
40$104,565
PERCIVAL KANE JRPRESIDENT
Trustee or director, Officer
6$0
CYNTHIA CONNOLLYVICE PRESIDENT
Trustee or director, Officer
4$0
BRIDGET PHELANTREASURER
Trustee or director, Officer
4$0
HANNAH ILLENCIKSECRETARY
Trustee or director, Officer
4$0
QUDOVA BASSADVANCEMENT COMMITTEE CHAI
Trustee or director, Officer
4$0
MAYIA ALLENDIRECTOR
Trustee or director
1$0
BARBARA ANDERSONDIRECTOR
Trustee or director
1$0
JOZEFF GEBOLYSDIRECTOR
Trustee or director
1$0
RICHARD GIBSONDIRECTOR
Trustee or director
1$0
EMILY HAGANDIRECTOR
Trustee or director
1$0
RUSSELL HOLMESDIRECTOR
Trustee or director
1$0
ANDREW MARTINDIRECTOR
Trustee or director
1$0
STEPHANIE MERCADODIRECTOR
Trustee or director
1$0
CARRIE MILLERVICE PRESIDENT
Trustee or director, Officer
4$0
BRANDON MORRISDIRECTOR
Trustee or director
1$0
JORDAN TRIMBLEDIRECTOR
Trustee or director
1$0
SCOTT VILLANIDIRECTOR
Trustee or director
1$0
BRANDON WOJTASIKDIRECTOR
Trustee or director
1$0
STEPHEN ZINNDIRECTOR
Trustee or director
1$0
DR DAVE MARGOLIUSDIRECTOR
Trustee or director
1$0
TRACEY MASONDIRECTOR
Trustee or director
1$0
RICHAUN BUNTONEXECUTIVE DIRECTOR
Officer
40$0
990 for the year ended June 30, 2023: 27 people
NameTitleHours / weekCompensation
EARL PIKEEXECUTIVE DIRECTOR
Officer
40$114,987
PERCIVAL KANE JRPRESIDENT
Trustee or director, Officer
6$0
CYNTHIA CONNOLLYVICE PRESIDENT
Trustee or director, Officer
4$0
BRIDGET PHELANTREASURER
Trustee or director, Officer
4$0
HANNAH ILLENCIKSECRETARY
Trustee or director, Officer
4$0
QUDOVA BASSADVANCEMENT COMMITTEE CHAI
Trustee or director, Officer
4$0
MAYIA ALLENDIRECTOR
Trustee or director
1$0
BARBARA ANDERSONDIRECTOR
Trustee or director
1$0
MARLENA BOYCEDIRECTOR
Trustee or director
1$0
SHAILAJA DUNNDIRECTOR
Trustee or director
1$0
JOZEFF GEBOLYSDIRECTOR
Trustee or director
1$0
RICHARD GIBSONDIRECTOR
Trustee or director
1$0
EMILY HAGANDIRECTOR
Trustee or director
1$0
RUSSELL HOLMESDIRECTOR
Trustee or director
1$0
BRIAN KINGDIRECTOR
Trustee or director
1$0
JOHN KOCSISDIRECTOR
Trustee or director
1$0
DAVE MARGOLIUSDIRECTOR
Trustee or director
1$0
ANDREW MARTINDIRECTOR
Trustee or director
1$0
STEPHANIE MERCADODIRECTOR
Trustee or director
1$0
CARRIE MILLERDIRECTOR
Trustee or director
1$0
BRANDON MORRISDIRECTOR
Trustee or director
1$0
ANNA MARIA MOTTADIRECTOR
Trustee or director
1$0
PAT SHIELDSDIRECTOR
Trustee or director
1$0
JORDAN TRIMBLEDIRECTOR
Trustee or director
1$0
SCOTT VILLANIDIRECTOR
Trustee or director
1$0
BRANDON WOJTASIKDIRECTOR
Trustee or director
1$0
STEPHEN ZINNDIRECTOR
Trustee or director
1$0

Address and contacts

Address (IRS master file)
5115 BROADWAY AVENUE, CLEVELAND, OH 44127-1539
Principal officer (990 for 2024)
TRACEY MASON, 5115 BROADWAY AVENUE, CLEVELAND, OH 44127
Signed the 990
TRACEY MASON, INTERIM EXECUTIVE DIRECTOR
Phone
(216) 641-8948
Return prepared by
ZINNER & CO LLP

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

990 for the year ended June 30, 2025

Program accomplishments

  • 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

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
34-0714776
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1946
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P200)
Assets (IRS master file)
$5,143,952
Income (IRS master file)
$3,157,505

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$3,135,692$3,682,686$5,143,952IRS
990June 2024$6,672,355$3,388,041$9,560,622IRS
990June 2023$4,420,380$3,800,534$5,159,633IRS
990June 2022$4,775,109$4,000,305$4,666,381IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 34-0714776).

Questions about UNIVERSITY SETTLEMENT INC

What is the EIN of UNIVERSITY SETTLEMENT INC?
The employer identification number (EIN) of UNIVERSITY SETTLEMENT INC is 34-0714776.
Is UNIVERSITY SETTLEMENT INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
Are donations to UNIVERSITY SETTLEMENT INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UNIVERSITY SETTLEMENT INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of UNIVERSITY SETTLEMENT INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UNIVERSITY SETTLEMENT INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of UNIVERSITY SETTLEMENT INC?
The 990 for the year ended June 30, 2025 names TRACEY MASON.
Who are the officers and directors of UNIVERSITY SETTLEMENT INC?
The 990 for the year ended June 30, 2025 lists 14 people; 1 received compensation from the organization, the highest $120,000 (RICHAUN BUNTON, EXECUTIVE DIRECTOR).
How much revenue does UNIVERSITY SETTLEMENT INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $3,135,692, expenses of $3,682,686 and total assets of $5,143,952 at year end.

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