UNITED SOUTH END SETTLEMENTS (EIN 042104280) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1959

Legal Domicile

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

TO HARNESS THE POWER OF OUR DIVERSE COMMUNITY TO DISRUPT THE CYCLE OF POVERTY FOR CHILDREN AND THEIR FAMILIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

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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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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

$193,519

Total Directors

Key Employees

Highest Compensated

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

UNITED SOUTH END SETTLEMENTS