THE SETTLEMENT CLUB ENDOWMENT FUND (EIN 510215255) - 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

1967

Legal Domicile

Principal Officer

SHARON WOODUL

Phone

5128362150

Tax Period

2024-06-01 to 2025-05-31

THE SETTLEMENT CLUB ENDOWMENT FUND, founded in 1967, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 118% from the prior year, signaling strong growth momentum. The organization ran a surplus of $732K, a strong 68% operating margin.

Mission

FINANCIAL SUPPORT FOR THE SETTLEMENT HOME.

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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 $32,931

Program Service Revenue $0

Investment Income $1,042,090

Other Revenue $0

TOTAL REVENUE $1,075,021

Expense Breakdown

Grants Paid $300,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $300,000

Other Expenses $43,193

TOTAL EXPENSES $343,193

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,075,021	$492,698	+1.2%
Expenses	$343,193	$1,183,319	-0.7%
Net Income	$731,828	$-690,621	-2.1%

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

N/A

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

$163,118

Total Directors

$219,920

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICH PUTNEY	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBIN THIGPEN	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS WILSON	BOARD MEMBER	1.00	Director	$0	$0	$0
CATHY BUCHANAN	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
KIMBERLEY LOMBARD	PRESIDENT	1.00	Officer Director	$0	$0	$0
SAMRIDDI TIWARI	ACCOUNTING DIRECTOR	1.00	Director	$0	$10,674	$99,600
LUCINDA CASSIDY	DEVELOPMENT DIRECTOR	1.00	Director	$0	$8,036	$120,320
EMILY SHEEHAN	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
STEPHANIE HEARNE	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIA RATHGEBER	BOARD MEMBER	1.00	Director	$0	$0	$0
SHARON WOODUL	CHAIR	1.00	Officer Director	$0	$0	$0
KATHY BALLEE	BOARD MEMBER	1.00	Director	$0	$0	$0
TAMARA PALMIERI	BOARD MEMBER	1.00	Director	$0	$0	$0
NOAH SPENCER	BOARD MEMBER	1.00	Director	$0	$0	$0
DARCIE DESHAZO GRAHAM	EXECUTIVE DIRECTOR	1.00	Officer	$0	$12,839	$163,118

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	$1,075,021	$343,193	$11,517,963	$731,828
2024	$492,698	$1,183,319	$10,826,561	$-690,621
2023	$1,592,917	$240,330	$10,394,868	$1,352,587
2022	$953,632	$143,817	$10,631,768	$809,815
2021	$615,239	$389,578	$11,244,959	$225,661
2020	$364,052	$35,951	$9,153,169	$328,101
2019	$389,344	$302,130	$8,546,166	$87,214

THE SETTLEMENT CLUB ENDOWMENT FUND