UNITED SOUTH END SETTLEMENTS

EIN: 042104280 501(c)(3) Human Services

BOSTON, MA

Total Revenue
$5,929,410
Total Expenses
$4,893,682
Total Assets
$18,964,955
Net Assets
$18,533,869
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1959
Legal Domicile
MA
Principal Officer
JERRELL COX
Phone
6173758150
Tax Period
2022-07-01 to 2023-06-30

UNITED SOUTH END SETTLEMENTS, founded in 1959, is a community nonprofit in the Human Services sector that reported $5.9M in total revenue in fiscal year 2022. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.0M, a strong 17% operating margin.

Mission

THE MISSION OF UNITED SOUTH END SETTLEMENTS IS TO HARNESS THE POWER OF OUR DIVERSE COMMUNITY TO DISRUPT THE CYCLE OF POVERTY FOR CHILDREN AND THEIR FAMILIES.

Program Service Accomplishments

Program 1
Expenses: $3,202,817 Revenue: $1,022,601

USES'S YOUTH PROGRAMMING PROVIDES A "WHOLE CHILD" CONTINUUM OF PROGRAMMING FROM BIRTH TO AGE 17 THAT SERVES OVER 300 CHILDREN AND TEENS PER YEAR. WE OFFER FULL-DAY EARLY CHILDHOOD EDUCATION AS WELL...

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USES'S YOUTH PROGRAMMING PROVIDES A "WHOLE CHILD" CONTINUUM OF PROGRAMMING FROM BIRTH TO AGE 17 THAT SERVES OVER 300 CHILDREN AND TEENS PER YEAR. WE OFFER FULL-DAY EARLY CHILDHOOD EDUCATION AS WELL AS AFTER SCHOOL AND FULL-DAY SUMMERTIME PROGRAMMING THAT FOCUSES ON ACADEMIC ACHIEVEMENT, EMOTIONAL DEVELOPMENT, AND ARTS ENRICHMENT. USES'S BOSTON-BASED YOUTH PROGRAMS EMPLOY A STEAM-BASED CURRICULUM THAT PROMOTES SOCIAL-EMOTIONAL DEVELOPMENT WHILE IMPARTING CRITICAL SKILLS THAT ALLOW STUDENTS TO THRIVE IN AND OUT OF SCHOOL. CAMP HALE IS A SLEEPAWAY SUMMER CAMP DESIGNED TO CREATE OPPORTUNITIES FOR OUTDOOR ENRICHMENT AND LEADERSHIP DEVELOPMENT FOR YOUTH THAT TYPICALLY DON'T HAVE ACCESS TO SUCH SPACES. BY ENSURING THE FINANCIAL ACCESSIBILITY OF THESE PROGRAMS, USES HELPS TO PREVENT LEARNING LOSS AMONG HISTORICALLY UNDERSERVED POPULATIONS, CLOSING RACIAL AND SOCIOECONOMIC ACHIEVEMENT GAPS.

Program 2
Expenses: $369,922

COACHING HELPS PARTICIPANTS SET THEIR OWN GOALS, IDENTIFY CONCRETE STEPS TOWARD MEETING THOSE GOALS, AND PROVIDES CHECK-INS AT REGULAR INTERVALS TO PROVIDE ACCOUNTABILITY. 50+ PARTICIPANTS FOCUS ON...

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COACHING HELPS PARTICIPANTS SET THEIR OWN GOALS, IDENTIFY CONCRETE STEPS TOWARD MEETING THOSE GOALS, AND PROVIDES CHECK-INS AT REGULAR INTERVALS TO PROVIDE ACCOUNTABILITY. 50+ PARTICIPANTS FOCUS ON BUILDING SUCCESS IN FIVE AREAS: CAREER, FINANCES, FAMILY, EDUCATION/TRAINING, AND COMMUNITY CONNECTIONS. IN FY23, THE FAMILY MOBILITY TEAM WORKED TO ENHANCE THEIR PARTNERSHIPS AND EXPAND THE ARRAY OF 2-GEN OFFERINGS AVAILABLE TO PARTICIPANTS SUCH AS POWER OF PARENTING CLASSES AND A STRENGTHENED COLLABORATION WITH BOSTON COMMUNITY PEDIATRICS.IN FY22, USES LAUNCHED A PILOT GUARANTEED INCOME PROGRAM, CALLED STRIVING TOWARD ECONOMIC PROSPERITY (STEP). THIS PILOT COHORT INCLUDED 16 FAMILIES RECEIVING $800 MONTHLY PAYMENTS FOR A PERIOD OF 18 MONTHS. THIS PROGRAM PROVIDES FINANCIAL STABILITY AND SECURITY, AND ALLOWS FAMILIES TO MAKE THEIR OWN DECISIONS REGARDING THEIR FINANCES. AT THE CONCLUSION OF THIS FIRST COHORT, DATA ILLUSTRATES NOTABLE INCREASES IN FINANCIAL HEALTH FOR ENROLLED FAMILIES. MEDIAN SAVINGS INCREASED FROM $200 TO $1,000, AND THE PERCENTAGE OF FAMILIES MAKING REGULAR SAVINGS DEPOSITS ROSE FROM 12% TO 73%. MEDIAN CREDIT SCORES INCREASED BY 62 POINTS AND MEDIAN CREDIT CARD DEBT DECREASED FROM $3,000 TO $1,000. AT THE START OF THE STEP PROGRAM, 25% OF FAMILIES HAD CHALLENGES MEETING BASIC UTILITY EXPENSES; BY THE END, THIS NUMBER DROPPED TO JUST 7%.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $4,805,684
Program Service Revenue $1,012,184
Investment Income $204,364
Other Revenue $-92,822
TOTAL REVENUE $5,929,410

Expense Breakdown

Grants Paid $134,658
Salaries & Benefits $2,674,209
Fundraising Expenses $497,222
Program Expenses $3,572,739
Other Expenses $2,084,815
TOTAL EXPENSES $4,893,682

Year-over-Year Comparison

2022 2021 Change
Revenue $5,929,410 $4,816,418 +0.2%
Expenses $4,893,682 $4,505,255 +0.1%
Net Income $1,035,728 $311,163 +2.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
16
Independent Members
16
Employees
118
Volunteers
172

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$193,519
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CARMEN DUARTE CHAIR 10.00
Officer Director
$0 $0 $0
BANDITA JOARDER VICE CHAIR 2.00
Officer Director
$0 $0 $0
ANABELLE SKALLEBERG TREASURER 2.00
Officer Director
$0 $0 $0
JENNIFER COPLON DIRECTOR 2.00
Director
$0 $0 $0
GARY BAILEY BOARD MEMBER 2.00
Director
$0 $0 $0
SILVIA BUONAMICI BOARD MEMBER 2.00
Director
$0 $0 $0
GABRIELA CRUZADO BOARD MEMBER 2.00
Director
$0 $0 $0
AARON DUSHKU BOARD MEMBER 2.00
Director
$0 $0 $0
NADINE EZZIE BOARD MEMBER (EFF. 6/2023) 2.00
Director
$0 $0 $0
PETER FORKNER BOARD MEMBER 2.00
Director
$0 $0 $0
JOYCE LEE BOARD MEMBER (THRU 6/2023) 2.00
Director
$0 $0 $0
ZENA LUM BOARD MEMBER (EFF. 6/2023) 2.00
Director
$0 $0 $0
ELIZABETH MARCH BOARD MEMBER (EFF. 2/2023) 2.00
Director
$0 $0 $0
MICHAEL MAZZELLO BOARD MEMBER 2.00
Director
$0 $0 $0
LAURA NIELSEN BOARD MEMBER 2.00
Director
$0 $0 $0
KELLYN RICCITELLI BOARD MEMBER (EFF. 6/2023) 2.00
Director
$0 $0 $0
JERRELL COX CEO 50.00
Officer
$185,521 $7,998 $193,519
MELODY VALDES CHIEF PROGRAM OFFICER 40.00
Highest
$111,207 $7,998 $119,205
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 No data No data No data No data
2023 $5,929,410 $4,893,682 $18,964,955 $1,035,728
2022 $4,816,418 $4,505,255 $17,454,144 $311,163
2021 $16,587,238 $4,398,220 $19,158,548 $12,189,018
2020 $5,070,994 $4,471,201 $9,727,535 $599,793
2019 $5,789,352 $4,313,768 $8,283,148 $1,475,584
2018 $4,129,676 $3,962,182 $4,749,944 $167,494
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