UNION SETTLEMENT ASSOCIATION INC (EIN 131632530) - 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

1902

Legal Domicile

Principal Officer

DR DERRICK BOONE

Phone

2128286000

Tax Period

2024-07-01 to 2025-06-30

UNION SETTLEMENT ASSOCIATION INC, founded in 1902, is a mid-sized nonprofit in the Human Services sector that reported $27.0M in total revenue in fiscal year 2024.

Mission

UNION SETTLEMENT CREATES OPPORTUNITY IN EAST HARLEM BY OFFERING COMPREHENSIVE PROGRAMS THAT HELP UNDERSERVED RESIDENTS IMPROVE THEIR SKILLS AND BUILD BETTER LIVES FOR THEMSELVES 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 (2024)

Revenue Breakdown

Contributions & Grants $21,118,858

Program Service Revenue $5,533,950

Investment Income $385,054

Other Revenue $-47,749

TOTAL REVENUE $26,990,113

Expense Breakdown

Grants Paid $504,912

Salaries & Benefits $18,608,093

Fundraising Expenses $282,640

Program Expenses $22,766,307

Other Expenses $9,630,176

TOTAL EXPENSES $28,743,181

Year-over-Year Comparison

	2024	2023	Change
Revenue	$26,990,113	$26,819,586	+0.0%
Expenses	$28,743,181	$29,077,459	0.0%
Net Income	$-1,753,068	$-2,257,873	-0.2%

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

444

Volunteers

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

$660,224

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAWN M ZAPPETTI	CHAIR	4.00	Officer Director	$0	$0	$0
COURTNEY DANKWORTH	CO-VICE CHAIR	2.00	Officer Director	$0	$0	$0
JAGDEEP DAYAL	CO-VICE CHAIR	2.00	Officer Director	$0	$0	$0
WILLIAM ARNOLD	TREASURER	2.00	Officer Director	$0	$0	$0
ROBIN SPARKMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
ED ADLER	DIRECTOR	1.00	Director	$0	$0	$0
JO-ANN BARRETT	DIRECTOR	1.00	Director	$0	$0	$0
ELIEZER BERRIOS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID CASTELBLANCO	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN CHAPMAN	DIRECTOR	1.00	Director	$0	$0	$0
HENRY COLEN	DIRECTOR	1.00	Director	$0	$0	$0
JOE CRUZ	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD FITZPATRICK III	DIRECTOR	1.00	Director	$0	$0	$0
KATE HAMILL	DIRECTOR	1.00	Director	$0	$0	$0
SALIQ KHAN	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN LIBBY	DIRECTOR	1.00	Director	$0	$0	$0
WILFREDO LOPEZ	DIRECTOR	1.00	Director	$0	$0	$0
LATEEFAH ODEDINA	DIRECTOR	1.00	Director	$0	$0	$0
DREW WARSHAW	DIRECTOR	1.00	Director	$0	$0	$0
ARIANA YOUNAI	DIRECTOR	1.00	Director	$0	$0	$0
DERRICK BOONE	CHIEF EXECUTIVE OFFICER	40.00	Officer	$180,962	$1,216	$182,178
DARLENE WILLIAMS CHIEF	EXECUTIVE OFFICER (THRU DEC 2024)	40.00	Officer	$275,000	$1,216	$276,216
ALTHERIA JACKSON	CHIEF OPERATING OFFICER	40.00	Officer	$171,459	$30,371	$201,830
AFFREAKA AUSTIN CHIEF	PROGRAM OFFICER, FAMILIES/YOUTH	40.00	Highest	$137,844	$2,342	$140,186
GABRIELLE SHAPIRO	PSYCHIATRIST	40.00	Highest	$208,815	$14,226	$223,041
ROD AMAZAN	NURSE PRACTITIONER	40.00	Highest	$190,766	$13,352	$204,118
ONEIDA PEREZ	CHIEF PEOPLE OFFICER	40.00	Highest	$171,658	$16,781	$188,439
SEAN WYNTER	EXECUTIVE DIRECTOR, YOUTH DEV & OP	40.00	Highest	$150,898	$1,101	$151,999

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	$26,990,113	$28,743,181	$25,488,594	$-1,753,068
2024	$26,819,586	$29,077,459	$28,294,486	$-2,257,873
2023	$29,501,642	$29,967,659	$30,429,631	$-466,017
2022	$28,404,731	$27,165,674	$26,696,825	$1,239,057
2021	$38,190,792	$32,341,574	$21,665,441	$5,849,218
2020	$27,968,553	$26,145,216	$17,259,758	$1,823,337
2019	$27,280,371	$26,197,186	$11,752,724	$1,083,185
2018	$26,655,320	$26,784,486	$10,948,078	$-129,166

UNION SETTLEMENT ASSOCIATION INC