HENRY STREET SETTLEMENT

EIN: 131562242 501(c)(3) Human Services

NEW YORK, NY

Total Revenue
$53,324,799
Total Expenses
$54,764,285
Total Assets
$77,018,037
Net Assets
$64,797,593
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1944
Legal Domicile
NY
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

FOUNDED IN 1893 BY SOCIAL REFORMER LILLIAN WALD, HENRY STREET SETTLEMENT'S MISSION IS TO OPEN DOORS OF OPPORTUNITY TO ENRICH LIVES AND ENHANCE HUMAN PROGRESS FOR LOWER EAST SIDE RESIDENTS AND OTHER NEW YORKERS THROUGH SOCIAL SERVICES, ARTS AND HEALTH CARE PROGRAMS.

Program Service Accomplishments

Program 1
Expenses: $15,092,175 Revenue: $2,182,587

HEALTH & WELLNESS: OUR HEALTH AND WELLNESS PROGRAMS INCLUDE A LICENSED MENTAL HEALTH CLINIC, SCHOOL-BASED MENTAL HEALTH PROGRAMMING IN SEVERAL LOCAL SCHOOL SITES, VOCATIONAL REHABILITATION SERVICES...

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HEALTH & WELLNESS: OUR HEALTH AND WELLNESS PROGRAMS INCLUDE A LICENSED MENTAL HEALTH CLINIC, SCHOOL-BASED MENTAL HEALTH PROGRAMMING IN SEVERAL LOCAL SCHOOL SITES, VOCATIONAL REHABILITATION SERVICES, AND HIV FAMILY MENTAL HEALTH SERVICES. OUR NEIGHBORHOOD AND PARENT CENTER PROVIDES PROGRAMS INCLUDING BENEFITS SCREENING AND HEALTH ENROLLMENTS. WE ALSO PROVIDE COMPREHENSIVE SENIOR SERVICES INCLUDING MEALS ON WHEELS, A SENIOR CENTER, SENIOR COMPANIONS VOLUNTEER PROGRAM, AND A NATURALLY OCCURRING RETIREMENT COMMUNITY (NORC). IN FY23 WE SERVED 11,645 PARTICIPANTS IN THESE PROGRAMS.

Program 2
Expenses: $15,054,142 Revenue: $434,215

EDUCATION & EMPLOYMENT TRAINING: PROGRAM SERVICES IN THIS AREA OPERATE YEAR-ROUND AND SERVED 6,737 PARTICIPANTS IN FY23. PROGRAMS INCLUDE COMPREHENSIVE EARLY CHILDHOOD EDUCATION FOR CHILDREN AGES...

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EDUCATION & EMPLOYMENT TRAINING: PROGRAM SERVICES IN THIS AREA OPERATE YEAR-ROUND AND SERVED 6,737 PARTICIPANTS IN FY23. PROGRAMS INCLUDE COMPREHENSIVE EARLY CHILDHOOD EDUCATION FOR CHILDREN AGES 2-4, AFTERSCHOOL AND CAMP PROGRAMMING FOR CHILDREN 5-16, HIGH SCHOOL CHOICE SUPPORT, COLLEGE ACCESS AND RETENTION SERVICES, JOB TRAINING FOR YOUNG ADULTS AND ADULTS, JOB PLACEMENT AND RETENTION SERVICES FOR LOW-INCOME UNEMPLOYED AND UNDEREMPLOYED JOB SEEKERS, INTERNSHIP PROGRAMS, ENGLISH LANGUAGE LEARNER PROGRAMS, AND SUMMER EMPLOYMENT PROGRAMMING. PROGRAM STRUCTURES VARY AND INCLUDE WALK-IN SERVICES AND PROGRAMS BY COHORT.

Program 3
Expenses: $12,116,586 Revenue: $784,429

SHELTER AND TRANSITIONAL HOUSING: OUR FOUR HOMELESS SHELTERS HAVE PIONEERED INNOVATIVE APPROACHES TO PROVIDING EFFECTIVE SERVICES THAT ARE CHARACTERIZED BY AN INDIVIDUALIZED APPROACH TO WORKING WITH...

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SHELTER AND TRANSITIONAL HOUSING: OUR FOUR HOMELESS SHELTERS HAVE PIONEERED INNOVATIVE APPROACHES TO PROVIDING EFFECTIVE SERVICES THAT ARE CHARACTERIZED BY AN INDIVIDUALIZED APPROACH TO WORKING WITH OUR CLIENTS. OUR SHELTERS INCLUDE THE URBAN FAMILY CENTER, THE FIRST TO PROVIDE APARTMENT-STYLE SHELTER TO HOMELESS FAMILIES; HELEN'S HOUSE, WHICH OFFERS TRANSITIONAL APARTMENTS AND SUPPORT SERVICES FOR SINGLE PARENTS WITH YOUNG CHILDREN; THE THIRD STREET SHELTER FOR SINGLE WOMEN WITH MENTAL HEALTH DIAGNOSES; AND A SHELTER FOR SURVIVORS OF DOMESTIC VIOLENCE AND THEIR CHILDREN. IN FY23 WE SERVED 1,304 PARTICIPANTS IN THESE PROGRAMS.

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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 $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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Liquidity & Cash Position

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Governance

Voting Members
39
Independent Members
39
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
17
$725,279
Total Directors
39
$0
Key Employees
0
$0
Highest Compensated
5
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
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