HENRY STREET SETTLEMENT (EIN 131562242) - 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

1944

Legal Domicile

Principal Officer

DAVID GARZA

Phone

2127669200

Tax Period

2022-07-01 to 2023-06-30

HENRY STREET SETTLEMENT, founded in 1944, is a mid-sized nonprofit in the Human Services sector that reported $53.3M in total revenue in fiscal year 2022. Revenue decreased 6% compared to the prior year.

Mission

TO DELIVER A WIDE RANGE OF SOCIAL SERVICES, ARTS AND HEALTH CARE PROGRAMS TO NEW YORKERS.

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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 $46,256,252

Program Service Revenue $4,209,874

Investment Income $2,133,079

Other Revenue $725,594

TOTAL REVENUE $53,324,799

Expense Breakdown

Grants Paid $789,910

Salaries & Benefits $35,099,859

Fundraising Expenses $1,487,971

Program Expenses $45,999,912

Other Expenses $18,874,516

TOTAL EXPENSES $54,764,285

Year-over-Year Comparison

	2022	2021	Change
Revenue	$53,324,799	$56,858,290	-0.1%
Expenses	$54,764,285	$48,752,300	+0.1%
Net Income	$-1,439,486	$8,105,990	-1.2%

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

842

Volunteers

871

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

$725,279

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
IAN D HIGHET	CO-CHAIRMAN	1.00	Officer Director	$0	$0	$0
SCOTT L SWID	CO-CHAIRMAN	1.00	Officer Director	$0	$0	$0
ANNE ABRONS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARGARET BOYDEN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MELISSA R BURCH	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CATHERINE CURLEY LEE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SCOTT D FERGUSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
EDWARD S PALLESEN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
PILAR CRESPI ROBERT	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHAEL A STEINBERG	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JEFFREY H TUCKER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CJ WISE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHAEL W WOLKOWITZ	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JANE R LOCKSHIN	TREASURER	1.00	Officer Director	$0	$0	$0
LAURIE WELTZ	SECRETARY	1.00	Officer Director	$0	$0	$0
DEBRA AARON	DIRECTOR	1.00	Director	$0	$0	$0
JILL BLICKSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
PETER B BRANDT	DIRECTOR	1.00	Director	$0	$0	$0
DALE J BURCH	DIRECTOR	1.00	Director	$0	$0	$0
REGINA GLOCKER	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT S HARRISON	DIRECTOR	1.00	Director	$0	$0	$0
HENRIETTA C HO-ASJOE	DIRECTOR	1.00	Director	$0	$0	$0
ATIT JARIWALA	DIRECTOR	1.00	Director	$0	$0	$0
KHAIRAH KLEIN	DIRECTOR	1.00	Director	$0	$0	$0
THEODORE LIOULIAKIS	DIRECTOR	1.00	Director	$0	$0	$0
JOANNE B MACK	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA MARIANI	DIRECTOR	1.00	Director	$0	$0	$0
KATHRYN B MEDINA	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MORNING	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD H NEIMAN	DIRECTOR	1.00	Director	$0	$0	$0
DOUGLAS L PAUL	DIRECTOR	1.00	Director	$0	$0	$0
GARY POSTERNACK	DIRECTOR	1.00	Director	$0	$0	$0
PHILIP T RUEGGER III	DIRECTOR	1.00	Director	$0	$0	$0
ANGEL SAEZ	DIRECTOR	1.00	Director	$0	$0	$0
SUE ANN SANTOS-HOAHNG	DIRECTOR	1.00	Director	$0	$0	$0
LESLEY G SCHULHOF	DIRECTOR	1.00	Director	$0	$0	$0
ILICIA P SILVERMAN	DIRECTOR	1.00	Director	$0	$0	$0
NEIL S SUSLAK	DIRECTOR	1.00	Director	$0	$0	$0
RAJAN VIG	DIRECTOR	1.00	Director	$0	$0	$0
DAVID GARZA	CEO/PRESIDENT	38.00	Officer	$349,147	$53,765	$402,912
JOSEPHINE LUME	CHIEF FINANCIAL OFFICER	38.00	Officer	$282,453	$39,914	$322,367
JANET ROSE	CHIEF PEOPLE OFFICER	35.00	Highest	$154,203	$41,232	$195,435
RENEE EPPS	CHIEF FACILITIES OFFICER	35.00	Highest	$160,660	$25,118	$185,778
MATTHEW PHIFER	VP EDUCATION & EMPLOYMENT	35.00	Highest	$175,237	$30,891	$206,128
JEREMY REISS	VP PARTNERSHIP & INNOVATION	35.00	Highest	$154,251	$52,491	$206,742
KRISTIN HERTEL	VP HEALTH & WELLNESS	35.00	Highest	$157,705	$25,574	$183,279

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	$53,324,799	$54,764,285	$77,018,037	$-1,439,486
2022	$56,858,290	$48,752,300	$75,103,078	$8,105,990
2021	$50,430,824	$44,879,101	$75,269,061	$5,551,723
2020	$44,628,703	$43,575,344	$63,459,559	$1,053,359
2019	$43,180,298	$40,952,015	$61,552,559	$2,228,283
2018	$47,964,492	$38,300,433	$56,671,631	$9,664,059

HENRY STREET SETTLEMENT