2012-05-01T10:09:24-05:00 2011-06-30 H & J CERTIFIED PUBLIC ACCOUNTANTS INC 37131 EUCLID AVENUE WILLOUGHBY OH 44094 990 2010-07-01 340714776 UNIVERSITY SETTLEMENT INC UNIV 2166418948 4800 BROADWAY AVENUE CLEVELAND OH 44105 DEBORAH SABO 2166418948 2012-03-27 true ROLLAND B STANDISH 4409512997 2012-05-01 2010 2016-02-24 21:20:13Z DERRICK FULTON 4800 BROADWAY AVE CLEVELAND OH 44105 2730728 false X UNIVERSITYSETTLEMENT.NET X 1926 OH SEE SCHEDULE O FOR MISSION STATEMENT. THE SETTLEMENT'S MISSION IS TO FOSTER STRONG AND INDEPENDENT INDIVIDUALS AND FAMILIES BY PROVIDING INNOVATIVE, VALUED AND COLLABORATIVE SERVICES THAT MEET THE EVOLVING NEEDS OF THE BROADWAY/SLAVIC VILLAGE COMMUNITY. IN AN EFFORT TO FULFILL OUR MISSION, THE SETTLEMENT IS COMMITTED TO: -EXCELLENCE IN ALL ASPECTS OF OUR WORK -SERVING OUR CLIENTS WITH RESPECT AND DIGNITY -A CUSTOMER-CENTRIC ORIENTATION TO OUR PROGRAMS AND SERVICES -HAVING OUR "FEET IN THE STREET" TO ENCOURAGE AUTHENTIC COMMUNITY ENGAGEMENT AND ONGOING COMMUNITY DIALOGUE -ALIGNING OUR PROGRAMS AND SERVICES TO ADDRESS CURRENT AND PRESSING COMMUNITY NEEDS AND BEING NIMBLE SO AS TO BE ABLE TO ADJUST OFFERINGS IN LINE WITH EVOLVING COMMUNITY NEEDS -BUILDING OUR VISIBILITY IN THE COMMUNITY TO BE AS ACCESSIBLE AS POSSIBLE TO THOSE WE STRIVE TO PARTNER WITH AND SERVE -OPERATING WITH A COLLABORATIVE SPIRIT THE SETTLEMENT IS A COMMUNITY CENTER THAT AIMS TO IMPROVE THE QUALITY OF LIFE FOR ALL PEO 26 26 68 300 0 2076013 2558853 21591 14002 1301 -13151 78682 148186 2177587 2707890 0 0 1202625 1586877 0 107315 950510 912976 2153135 2499853 24452 208037 1613668 1471383 686958 621627 926710 849756 X SEE SCHEDULE O FOR MISSION STATEMENT. THE SETTLEMENT'S MISSION IS TO FOSTER STRONG AND INDEPENDENT INDIVIDUALS AND FAMILIES BY PROVIDING INNOVATIVE, VALUED AND COLLABORATIVE SERVICES THAT MEET THE EVOLVING NEEDS OF THE BROADWAY/SLAVIC VILLAGE COMMUNITY. IN AN EFFORT TO FULFILL OUR MISSION, THE SETTLEMENT IS COMMITTED TO: -EXCELLENCE IN ALL ASPECTS OF OUR WORK -SERVING OUR CLIENTS WITH RESPECT AND DIGNITY -A CUSTOMER-CENTRIC ORIENTATION TO OUR PROGRAMS AND SERVICES -HAVING OUR "FEET IN THE STREET" TO ENCOURAGE AUTHENTIC COMMUNITY ENGAGEMENT AND ONGOING COMMUNITY DIALOGUE -ALIGNING OUR PROGRAMS AND SERVICES TO ADDRESS CURRENT AND PRESSING COMMUNITY NEEDS AND BEING NIMBLE SO AS TO BE ABLE TO ADJUST OFFERINGS IN LINE WITH EVOLVING COMMUNITY NEEDS -BUILDING OUR VISIBILITY IN THE COMMUNITY TO BE AS ACCESSIBLE AS POSSIBLE TO THOSE WE STRIVE TO PARTNER WITH AND SERVE -OPERATING WITH A COLLABORATIVE SPIRIT THE SETTLEMENT IS A COMMUNITY CENTER THAT AIMS TO IMPROVE THE QUALITY OF LIFE FOR ALL PEO false false 1608367 SOCIAL SERVICES TO FAMILIES AND INDIVIDUALS INCLUDING RENTAL OF HOUSING TO LOW INCOME FAMILIES. SEE SCHEDULE O FOR ORGANIZATION-WIDE ACCOMPLISHMENTS: ORGANIZATION-WIDE 2011 ACCOMPLISHMENTS: UNIVERSITY SETTLEMENT IS A NONPROFIT SOCIAL SERVICE AGENCY LOCATED IN THE NORTH BROADWAY/SLAVIC VILLAGE NEIGHBORHOOD OF CLEVELAND. FOUNDED IN 1926 BY WESTERN RESERVE UNIVERSITY (NOW CASE WESTERN RESERVE UNIVERSITY), THE SETTLEMENT ASSISTED EASTERN EUROPEANS COMING TO CLEVELAND TO WORK IN THE FACTORIES. OVER THE DECADES, THE COMMUNITY'S NEEDS CHANGED AS MORE AND MORE CLEVELAND RESIDENTS MOVED TO THE SUBURBS; TODAY, THE MAJORITY OF NEIGHBORHOOD RESIDENTS ARE THE WORKING POOR AND THE ELDERLY. IN 2011, WITH THE SUPPORT OF MANY COMMUNITY PARTNERS, UNIVERSITY SETTLEMENT HAS CONTINUED TO TAKE THE BOLD AND AGGRESSIVE STEPS NECESSARY TO REMAIN A VITAL, COMPETITIVE AND FORWARD-THINKING ORGANIZATION. UNIVERSITY SETTLEMENT'S MISSION STATEMENT IS TO FOSTER STRONG AND INDEPENDENT INDIVIDUALS AND FAMILIES BY PROVIDING INNOVATIVE, VALUED AND COLLABORATIVE SERVICES THAT MEET THE EVOLVING NEEDS OF THE BROADWAY/SLAVIC VILLAGE COMMUNITY. AS A NEIGHBORHOOD CENTER, UNIVERSITY SETTLEMENT AIMS TO IMPROVE THE QUALITY OF LIFE FOR ALL RESIDENTS OF THE BROADWAY / SLAVIC VILLAGE COMMUNITY. WE PROVIDE A FULL RANGE OF BASIC NEEDS SERVICES FOR PEOPLE OF ALL AGES. WE ARE COMMITTED TO ENCOURAGING PEOPLE TO REALIZE THEIR INDIVIDUAL POTENTIAL AS CONTRIBUTING MEMBERS OF SOCIETY. IN 2011, NEARLY 1,000 VOLUNTEERS HELPED 35 STAFF SERVE 12,125 PEOPLE. FIRST ACHIEVEMENT LAST YEAR WAS THE FIRST YEAR WE FORMALLY MEASURED THE IMPACT OF OUR VOLUNTEER PROGRAM. WITH SUPPORT FROM AMERICORPS, UNIVERSITY SETTLEMENT WORKED WITH AN AMERICORPS MEMBER TO EVOLVE OUR VOLUNTEER PROGRAM BEYOND WHAT IT HAS TYPICALLY BEEN BY INTEGRATING LITERACY-FOCUSED ACTIVITIES AND SERVICE LEARNING PROJECTS INTO THE RANGE OF OPPORTUNITIES. AT THE END OF OUR 2011 FISCAL YEAR, A TOTAL OF 953 VOLUNTEERS GAVE MORE THAN 10,000 HOURS OF THEIR TIME. INCLUDED IN THESE TOTALS IS MORE THAN 6,000 HOURS DEDICATED TO LITERACY-FOCUSED OPPORTUNITIES FOR OUR CLIENTS, SUCH AS TUTORING, HEALTH AND NUTRITIONAL LITERACY, FINANCIAL LITERACY OR WORKPLACE LITERACY. SECOND ACHIEVEMENT IN A YEAR OF UNCERTAIN FUNDING, UNIVERSITY SETTLEMENT SECURED CONTINUED AND INCREASED SUPPORT FROM THE UNITED WAY FOR OUR HOUSING, SENIOR AND YOUTH PROGRAMMING. NOT ONLY DO THE SERVICES WE PROVIDE ALIGN WELL WITH THE PRIORITIES OF THE UNITED WAY, BUT OUR INTERNAL LOGIC MODELS AND OUTCOME MEASUREMENT TOOLS EXCEED THE PROGRAM EVALUATIONS REQUIRED FROM THE UNITED WAY. AND FOR A SECOND YEAR IN A ROW, THE JOHN K. MOTT YOUTH FUND DISTRIBUTION COMMITTEE (A PROGRAM OF THE UNITED WAY) FUNDED OUR BACK TO SCHOOL FAIR. WE ARE PROUD OF OUR RELATIONSHIP WITH THE UNITED WAY AND THE IMPACT WE ARE ABLE TO HAVE ON THE COMMUNITY WITH ITS SUPPORT. THIRD ACHIEVEMENT WHILE FUNDING DEDICATED TO MARKETING AND COMMUNICATION EFFORTS IS TYPICALLY UNCOMMON, UNIVERSITY SETTLEMENT'S STRATEGIC APPROACH HELPED IT SECURE A GENEROUS GRANT TO ENHANCE AGENCY MARKETING AND COMMUNICATION EFFORTS. THE SETTLEMENT MADE A CLEAR CASE FOR SUPPORT BY DEVELOPING A MARKETING PLAN, INCLUDING COMMUNICATION AND MARKETING IN OUR STRATEGIC PLAN, AND BUILDING THE BOARD-LEVEL SUPPORT NECESSARY TO GUIDE OUR EFFORTS. FUNDING ALLOWED US TO DISPLAY COLORFUL "UNIVERSITY SETTLEMENT" BANNERS AROUND OUR CAMPUS, AND WILL SUPPORT THE DEVELOPMENT OF AN AGENCY BROCHURE AND PROGRAM GUIDE. A NEW CABINET SIGN IS NOW DISPLAYED ON UNIVERSITY SETTLEMENT'S PROPERTY, ALLOWING US TO COMMUNICATE IMPORTANT MESSAGES IN A TIMELY MANNER WITH NEIGHBORHOOD RESIDENTS. FOURTH ACHIEVEMENT ANOTHER STRATEGIC GOAL FOR THE SETTLEMENT HAS BEEN TO SECURE THE ADMINISTRATIVE CORE OF THE ORGANIZATION TO SUPPORT CURRENT AND FUTURE OPERATIONS BY DEVELOPING AND IMPLEMENTING A DEBT RE-STRUCTURING AND DEBT ELIMINATION PLAN. WORKING WITH PRIVATE INDIVIDUALS AND A VARIETY OF BANKS IN THE COMMUNITY (INCLUDING THIRD FEDERAL SAVINGS AND LOAN), UNIVERSITY SETTLEMENT SUCCESSFULLY NEGOTIATED LOAN SETTLEMENTS AND THE SALE OF SEVERAL PROPERTIES. THESE EFFORTS RESULTED IN THE ELIMINATION OF MORE THAN 100,000 IN DEBT HELD BY THE AGENCY IN 2011. FIFTH ACHIEVEMENT THE SUMMER OF 2011 MARKED A NEW ERA IN YOUTH SERVICES AT UNIVERSITY SETTLEMENT. WORKING WITH AMERI-SCORES, THE BOYS AND GIRLS CLUB AND JONES ROAD CHURCH, YOUTH FROM UNIVERSITY SETTLEMENT PARTICIPATED IN A COMMUNITY- WIDE SOCCER LEAGUE. STUDENTS FROM HATHAWAY BROWN SCHOOL ARE IN THE MIDST OF CONDUCTING AN EQUIPMENT DRIVE, ENSURING OUR YOUTH WILL HAVE THE SUPPLIES NEEDED FOR A SECOND SUCCESSFUL YEAR OF PARTICIPATION IN THE COMMUNITY SOCCER LEAGUE. IN PARTNERSHIP WITH THE CLEVELAND CLINIC AND NASA, UNIVERSITY SETTLEMENT OFFERED ITS FIRST 'THEMED' SUMMER CAMP DURING THE SUMMER OF 2011: LET'S MOVE. THROUGH OUR CAMP AND THESE PARTNERSHIPS, WE PROVIDED A HEALTH, FITNESS AND WELLNESS CURRICULUM TO NEARLY 100 KIDS IN THE COMMUNITY, EXPOSING YOUTH TO CRITICAL ACTIVITIES AND INFORMATION RELATED TO THEIR OWN HEALTH AND WELL-BEING. CLEVELAND CLINIC STAFF VISITED ONCE PER WEEK TO OFFER THEIR EXPERTISE ON ONE OF SIX WEEKLY TOPICS (I.E. NUTRITION) WHILE STAFF FROM NASA ALSO CAME ONCE PER WEEK TO BRING A STEM PERSPECTIVE TO THE SAME TOPICS (I.E. NUTRITION IN ZERO-GRAVITY). ADDITIONALLY, IN PARTNERSHIP WITH BEST BUY, UNIVERSITY SETTLEMENT HOSTED MORE THAN 200 YOUTH AT THE "GEEK SQUAD SUMMER ACADEMY" COMPONENT OF SUMMER CAMP, EXPOSING NEIGHBORHOOD YOUTH TO THE LATEST COMPUTER TECHNOLOGY FOR TWO FULL DAYS. OUR SUMMER ENDED WITH OUR 10TH ANNUAL BACK TO SCHOOL FAIR, WHERE WE PROVIDED 2,300 YOUTH WITH A BACKPACK FILLED WITH SCHOOL SUPPLIES, AT NO COST TO THEM, TO PREPARE THEM FOR THE UPCOMING SCHOOL YEAR. THIS YEAR'S FAIR WAS THE MOST SUCCESSFUL YET, SERVING MORE COMMUNITY-BASED STUDENTS THAN EVER BEFORE AND GARNERING MORE MEDIA COVERAGE THAN EVER BEFORE. SIXTH ACHIEVEMENT GUIDED BY OUR STRATEGIC PLAN AND IN PARTNERSHIP WITH THE CENTER FOR NONPROFIT EXCELLENCE, WE RECENTLY IMPLEMENTED THE USE OF LOGIC MODELS AND A PLAN FOR EVALUATION AND OUTCOME MEASUREMENT FOR EACH PROGRAM WE RUN, CREATING PROGRAMMATIC CENTERS OF EXCELLENCE THAT PROVIDE EVIDENCE-BASED SERVICES THAT ARE MEASUREABLE AND THAT IMPROVE OUR CAPACITY TO MAKE INFORMED DECISIONS ABOUT AGENCY MANAGEMENT AND PROGRAMMING. JUNE 30, 2011 ENDED THE FIRST FULL YEAR USING OUR LOGIC MODELS. TO COMMUNICATE OUR PROGRAMMATIC EFFORTS TO OUR BOARD AND TO THE COMMUNITY, WE DEVELOPED A DASHBOARD REPORTING SYSTEM. WE HAVE MADE GREAT PROGRESS DEVELOPING A NEW COMPUTER-BASED CLIENT-DATA MANAGEMENT SYSTEM TO TRACK ALL OF OUR CONSUMER- RELATED DATA. 449503 CHILD DEVELOPMENT AND DAY CARE. SEE SCHEDULE O FOR ORGANIZATION-WIDE ACCOMPLISHMENTS. 188076 GENERAL NUTRITION AND GROUP DAY CARE SERVICES TO THE ELDERLY. SEE SCHEDULE O FOR ORGANIZATION-WIDE ACCOMPLISHMENTS. 2245946 true true false false false false false false false false true false false false true true true false false false false false false false true false false false false false false false false false false false false false true false false false false false false false false false true 15 0 true 68 true false false false false false true true false false false false X 26 26 false false false false false false false true true false false true true true true true true true true false OH X X DERRICK FULTON 2166418948 4800 BROADWAY AVE CLEVELAND OH 44105 GREGORY STEFANI 2.00 X 0 0 0 RYAN CROSS 2.00 X 0 0 0 DANIEL BLAZAR 2.00 X 0 0 0 DENNIS RUNYON 5.00 X 0 0 0 GARY HOLLAND 2.00 X 0 0 0 ERIC CLEMENS 2.00 X 0 0 0 PAUL CORRADO 2.00 X 0 0 0 ELIZABETH JONES 2.00 X 0 0 0 JAMES MURACO 2.00 X 0 0 0 EDWARD KUKAWKA 2.00 X 0 0 0 CRYSTAL ROBINSON 5.00 X 0 0 0 DEBORAH SABO 5.00 X 0 0 0 JENNIFER ALEXANDER 2.00 X 0 0 0 MARILYN CHASE 5.00 X 0 0 0 JANE PLATTEN 2.00 X 0 0 0 KRISTEN FRIEDT 2.00 X 0 0 0 HAROLD HARRISON 2.00 X 0 0 0 MARGARET BEDINGFIELD 2.00 X 0 0 0 WENDY ROSETT 2.00 X 0 0 0 JOSEPH TRIPI 2.00 X 0 0 0 GEOFFREY GOSS 2.00 X 0 0 0 JOHN MCCAULLEY 2.00 X 0 0 0 LANITA SMITH 2.00 X 0 0 0 JEFFERY PATTERSON 2.00 X 0 0 0 LISA DENT 2.00 X 0 0 0 DENISE MILNER 2.00 X 0 0 0 TRACEY MASON 40.00 X 85468 0 8905 85468 8905 false false false 234876 1721572 602405 191609 2558853 PROGRAM SERVICE FEES 14002 14002 14002 507 507 27975 27975 27975 27975 9180 22838 -13658 -13658 -13658 33935 33935 FORGIVENESS OF DEBT 62533 62533 MISCELLANEOUS 23743 23743 86276 2707890 114595 507 85468 76584 4792 4092 1235180 1106792 69248 59140 79067 65865 5262 7940 187162 169412 9502 8248 2760 2619 57 84 31596 30007 882 707 142489 132379 8036 2074 35672 30841 4603 228 16715 14990 1270 455 26646 22056 4580 10 45460 14455 31005 30166 28578 650 938 DIRECT PROGRAM 252296 252296 PROFESSIONAL SERVICES 114204 109590 1720 2894 CONTRIBUTED FOOD 99436 99436 SUPPLIES & FOOD 79905 75477 1457 2971 MISCELLANEOUS 15898 7308 3528 5062 19733 7261 12472 2499853 2245946 146592 107315 X 235095 170338 191500 258769 279296 250936 6954 1448053 700392 783723 747661 124054 36725 1613668 1471383 106488 106524 547809 439776 32661 75327 686958 621627 X 709543 560180 217167 289576 926710 849756 1613668 1471383 208037 -284991 X false true true X true true X 2180397 1571978 2328679 2076013 2558853 10715920 2180397 1571978 2328679 2076013 2558853 10715920 20435 10695485 5406 1797 1517 1301 507 10528 206 1575 1781 10728229 162188 0.99690 0.98520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false false false 49357 49357 830131 308497 521634 218743 126570 92173 349822 265325 84497 747661 ADVANCE- CONTRACT 75327 75327 2707890 2499853 208037 -200677 -200677 7360 2707890 2707890 2707890 2700530 200677 200677 2499853 2499853 LIABILITY UNDER FIN 48 FOOTNOTE SCHEDULE D, PAGE 3, PART X THE SETTLEMENT'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION TAKEN THAT IS BENEFICIAL TO THE SETTLEMENT, INCLUDING PENALTIES AND INTEREST, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF JUNE 30, 2011 AND, ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED. RECONCILIATION OF CHANGES - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 8 IMPAIRMENT OF ASSETS HELD FOR SALE -200,677 EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XIII, LINE 2D IMPAIRMENT OF ASSETS HELD FOR SALE 200,677 SPECIAL EVENTS 33935 33935 33935 33935 33935 X 2 22173 X 1 7200 X 5 99436 X 2 62800 false false false ORGANIZATION'S MISSION FORM 990 - ORGANIZATION'S MISSION SEE SCHEDULE O FOR MISSION STATEMENT. THE SETTLEMENT'S MISSION IS TO FOSTER STRONG AND INDEPENDENT INDIVIDUALS AND FAMILIES BY PROVIDING INNOVATIVE, VALUED AND COLLABORATIVE SERVICES THAT MEET THE EVOLVING NEEDS OF THE BROADWAY/SLAVIC VILLAGE COMMUNITY. IN AN EFFORT TO FULFILL OUR MISSION, THE SETTLEMENT IS COMMITTED TO: -EXCELLENCE IN ALL ASPECTS OF OUR WORK -SERVING OUR CLIENTS WITH RESPECT AND DIGNITY -A CUSTOMER-CENTRIC ORIENTATION TO OUR PROGRAMS AND SERVICES -HAVING OUR "FEET IN THE STREET" TO ENCOURAGE AUTHENTIC COMMUNITY ENGAGEMENT AND ONGOING COMMUNITY DIALOGUE -ALIGNING OUR PROGRAMS AND SERVICES TO ADDRESS CURRENT AND PRESSING COMMUNITY NEEDS AND BEING NIMBLE SO AS TO BE ABLE TO ADJUST OFFERINGS IN LINE WITH EVOLVING COMMUNITY NEEDS -BUILDING OUR VISIBILITY IN THE COMMUNITY TO BE AS ACCESSIBLE AS POSSIBLE TO THOSE WE STRIVE TO PARTNER WITH AND SERVE -OPERATING WITH A COLLABORATIVE SPIRIT THE SETTLEMENT IS A COMMUNITY CENTER THAT AIMS TO IMPROVE THE QUALITY OF LIFE FOR ALL PEOPLE IN THE BROADWAY/SLAVIC VILLAGE NEIGHBORHOOD. WE PROVIDE A FULL RANGE OF BASIC NEEDS SERVICES FOR PEOPLE OF ALL AGES. WE ARE COMMITTED TO ENCOURAGING PEOPLE TO REALIZE THEIR INDIVIDUAL POTENTIAL AS CONTRIBUTING MEMBERS OF SOCIETY. DRIVEN BY 500 VOLUNTEERS AND 32 EMPLOYEES, THE AGENCY SERVED 7,500 PEOPLE LAST YEAR. FIRST ACHIEVEMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4A ORGANIZATION-WIDE 2011 ACCOMPLISHMENTS: UNIVERSITY SETTLEMENT IS A NONPROFIT SOCIAL SERVICE AGENCY LOCATED IN THE NORTH BROADWAY/SLAVIC VILLAGE NEIGHBORHOOD OF CLEVELAND. FOUNDED IN 1926 BY WESTERN RESERVE UNIVERSITY (NOW CASE WESTERN RESERVE UNIVERSITY), THE SETTLEMENT ASSISTED EASTERN EUROPEANS COMING TO CLEVELAND TO WORK IN THE FACTORIES. OVER THE DECADES, THE COMMUNITY'S NEEDS CHANGED AS MORE AND MORE CLEVELAND RESIDENTS MOVED TO THE SUBURBS; TODAY, THE MAJORITY OF NEIGHBORHOOD RESIDENTS ARE THE WORKING POOR AND THE ELDERLY. IN 2011, WITH THE SUPPORT OF MANY COMMUNITY PARTNERS, UNIVERSITY SETTLEMENT HAS CONTINUED TO TAKE THE BOLD AND AGGRESSIVE STEPS NECESSARY TO REMAIN A VITAL, COMPETITIVE AND FORWARD-THINKING ORGANIZATION. UNIVERSITY SETTLEMENT'S MISSION STATEMENT IS TO FOSTER STRONG AND INDEPENDENT INDIVIDUALS AND FAMILIES BY PROVIDING INNOVATIVE, VALUED AND COLLABORATIVE SERVICES THAT MEET THE EVOLVING NEEDS OF THE BROADWAY/SLAVIC VILLAGE COMMUNITY. AS A NEIGHBORHOOD CENTER, UNIVERSITY SETTLEMENT AIMS TO IMPROVE THE QUALITY OF LIFE FOR ALL RESIDENTS OF THE BROADWAY / SLAVIC VILLAGE COMMUNITY. WE PROVIDE A FULL RANGE OF BASIC NEEDS SERVICES FOR PEOPLE OF ALL AGES. WE ARE COMMITTED TO ENCOURAGING PEOPLE TO REALIZE THEIR INDIVIDUAL POTENTIAL AS CONTRIBUTING MEMBERS OF SOCIETY. IN 2011, NEARLY 1,000 VOLUNTEERS HELPED 35 STAFF SERVE 12,125 PEOPLE. FIRST ACHIEVEMENT LAST YEAR WAS THE FIRST YEAR WE FORMALLY MEASURED THE IMPACT OF OUR VOLUNTEER PROGRAM. WITH SUPPORT FROM AMERICORPS, UNIVERSITY SETTLEMENT WORKED WITH AN AMERICORPS MEMBER TO EVOLVE OUR VOLUNTEER PROGRAM BEYOND WHAT IT HAS TYPICALLY BEEN BY INTEGRATING LITERACY-FOCUSED ACTIVITIES AND SERVICE LEARNING PROJECTS INTO THE RANGE OF OPPORTUNITIES. AT THE END OF OUR 2011 FISCAL YEAR, A TOTAL OF 953 VOLUNTEERS GAVE MORE THAN 10,000 HOURS OF THEIR TIME. INCLUDED IN THESE TOTALS IS MORE THAN 6,000 HOURS DEDICATED TO LITERACY-FOCUSED OPPORTUNITIES FOR OUR CLIENTS, SUCH AS TUTORING, HEALTH AND NUTRITIONAL LITERACY, FINANCIAL LITERACY OR WORKPLACE LITERACY. SECOND ACHIEVEMENT IN A YEAR OF UNCERTAIN FUNDING, UNIVERSITY SETTLEMENT SECURED CONTINUED AND INCREASED SUPPORT FROM THE UNITED WAY FOR OUR HOUSING, SENIOR AND YOUTH PROGRAMMING. NOT ONLY DO THE SERVICES WE PROVIDE ALIGN WELL WITH THE PRIORITIES OF THE UNITED WAY, BUT OUR INTERNAL LOGIC MODELS AND OUTCOME MEASUREMENT TOOLS EXCEED THE PROGRAM EVALUATIONS REQUIRED FROM THE UNITED WAY. AND FOR A SECOND YEAR IN A ROW, THE JOHN K. MOTT YOUTH FUND DISTRIBUTION COMMITTEE (A PROGRAM OF THE UNITED WAY) FUNDED OUR BACK TO SCHOOL FAIR. WE ARE PROUD OF OUR RELATIONSHIP WITH THE UNITED WAY AND THE IMPACT WE ARE ABLE TO HAVE ON THE COMMUNITY WITH ITS SUPPORT. THIRD ACHIEVEMENT WHILE FUNDING DEDICATED TO MARKETING AND COMMUNICATION EFFORTS IS TYPICALLY UNCOMMON, UNIVERSITY SETTLEMENT'S STRATEGIC APPROACH HELPED IT SECURE A GENEROUS GRANT TO ENHANCE AGENCY MARKETING AND COMMUNICATION EFFORTS. THE SETTLEMENT MADE A CLEAR CASE FOR SUPPORT BY DEVELOPING A MARKETING PLAN, INCLUDING COMMUNICATION AND MARKETING IN OUR STRATEGIC PLAN, AND BUILDING THE BOARD-LEVEL SUPPORT NECESSARY TO GUIDE OUR EFFORTS. FUNDING ALLOWED US TO DISPLAY COLORFUL "UNIVERSITY SETTLEMENT" BANNERS AROUND OUR CAMPUS, AND WILL SUPPORT THE DEVELOPMENT OF AN AGENCY BROCHURE AND PROGRAM GUIDE. A NEW CABINET SIGN IS NOW DISPLAYED ON UNIVERSITY SETTLEMENT'S PROPERTY, ALLOWING US TO COMMUNICATE IMPORTANT MESSAGES IN A TIMELY MANNER WITH NEIGHBORHOOD RESIDENTS. FOURTH ACHIEVEMENT ANOTHER STRATEGIC GOAL FOR THE SETTLEMENT HAS BEEN TO SECURE THE ADMINISTRATIVE CORE OF THE ORGANIZATION TO SUPPORT CURRENT AND FUTURE OPERATIONS BY DEVELOPING AND IMPLEMENTING A DEBT RE-STRUCTURING AND DEBT ELIMINATION PLAN. WORKING WITH PRIVATE INDIVIDUALS AND A VARIETY OF BANKS IN THE COMMUNITY (INCLUDING THIRD FEDERAL SAVINGS AND LOAN), UNIVERSITY SETTLEMENT SUCCESSFULLY NEGOTIATED LOAN SETTLEMENTS AND THE SALE OF SEVERAL PROPERTIES. THESE EFFORTS RESULTED IN THE ELIMINATION OF MORE THAN 100,000 IN DEBT HELD BY THE AGENCY IN 2011. FIFTH ACHIEVEMENT THE SUMMER OF 2011 MARKED A NEW ERA IN YOUTH SERVICES AT UNIVERSITY SETTLEMENT. WORKING WITH AMERI-SCORES, THE BOYS AND GIRLS CLUB AND JONES ROAD CHURCH, YOUTH FROM UNIVERSITY SETTLEMENT PARTICIPATED IN A COMMUNITY- WIDE SOCCER LEAGUE. STUDENTS FROM HATHAWAY BROWN SCHOOL ARE IN THE MIDST OF CONDUCTING AN EQUIPMENT DRIVE, ENSURING OUR YOUTH WILL HAVE THE SUPPLIES NEEDED FOR A SECOND SUCCESSFUL YEAR OF PARTICIPATION IN THE COMMUNITY SOCCER LEAGUE. IN PARTNERSHIP WITH THE CLEVELAND CLINIC AND NASA, UNIVERSITY SETTLEMENT OFFERED ITS FIRST 'THEMED' SUMMER CAMP DURING THE SUMMER OF 2011: LET'S MOVE. THROUGH OUR CAMP AND THESE PARTNERSHIPS, WE PROVIDED A HEALTH, FITNESS AND WELLNESS CURRICULUM TO NEARLY 100 KIDS IN THE COMMUNITY, EXPOSING YOUTH TO CRITICAL ACTIVITIES AND INFORMATION RELATED TO THEIR OWN HEALTH AND WELL-BEING. CLEVELAND CLINIC STAFF VISITED ONCE PER WEEK TO OFFER THEIR EXPERTISE ON ONE OF SIX WEEKLY TOPICS (I.E. NUTRITION) WHILE STAFF FROM NASA ALSO CAME ONCE PER WEEK TO BRING A STEM PERSPECTIVE TO THE SAME TOPICS (I.E. NUTRITION IN ZERO-GRAVITY). ADDITIONALLY, IN PARTNERSHIP WITH BEST BUY, UNIVERSITY SETTLEMENT HOSTED MORE THAN 200 YOUTH AT THE "GEEK SQUAD SUMMER ACADEMY" COMPONENT OF SUMMER CAMP, EXPOSING NEIGHBORHOOD YOUTH TO THE LATEST COMPUTER TECHNOLOGY FOR TWO FULL DAYS. OUR SUMMER ENDED WITH OUR 10TH ANNUAL BACK TO SCHOOL FAIR, WHERE WE PROVIDED 2,300 YOUTH WITH A BACKPACK FILLED WITH SCHOOL SUPPLIES, AT NO COST TO THEM, TO PREPARE THEM FOR THE UPCOMING SCHOOL YEAR. THIS YEAR'S FAIR WAS THE MOST SUCCESSFUL YET, SERVING MORE COMMUNITY-BASED STUDENTS THAN EVER BEFORE AND GARNERING MORE MEDIA COVERAGE THAN EVER BEFORE. SIXTH ACHIEVEMENT GUIDED BY OUR STRATEGIC PLAN AND IN PARTNERSHIP WITH THE CENTER FOR NONPROFIT EXCELLENCE, WE RECENTLY IMPLEMENTED THE USE OF LOGIC MODELS AND A PLAN FOR EVALUATION AND OUTCOME MEASUREMENT FOR EACH PROGRAM WE RUN, CREATING PROGRAMMATIC CENTERS OF EXCELLENCE THAT PROVIDE EVIDENCE-BASED SERVICES THAT ARE MEASUREABLE AND THAT IMPROVE OUR CAPACITY TO MAKE INFORMED DECISIONS ABOUT AGENCY MANAGEMENT AND PROGRAMMING. JUNE 30, 2011 ENDED THE FIRST FULL YEAR USING OUR LOGIC MODELS. TO COMMUNICATE OUR PROGRAMMATIC EFFORTS TO OUR BOARD AND TO THE COMMUNITY, WE DEVELOPED A DASHBOARD REPORTING SYSTEM. WE HAVE MADE GREAT PROGRESS DEVELOPING A NEW COMPUTER-BASED CLIENT-DATA MANAGEMENT SYSTEM TO TRACK ALL OF OUR CONSUMER- RELATED DATA. ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B PRIOR TO FILING, THE FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE, FINANCE STAFF, AND THE EXECUTIVE DIRECTOR FOR REVIEW AND APPROVAL. AT THE NEXT REGULARLY SCHEDULED BOARD MEETING, THE 990 IS PRESENTED TO THE FULL BOARD OF DIRECTORS FOR REVIEW. THE FORM 990 IS DISTRIBUTED IN ADVANCE OF THE BOARD MEETING IN ORDER TO ENSURE THAT DIRECTORS HAVE AN OPPORTUNITY FOR MEANINGFUL REVIEW. A BOARD OFFICER SIGNS THE 990. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE SIGNED ANNUALLY BY OFFICERS AND DIRECTORS. CONFLICTS OF INTEREST NOTED ARE CIRCULATED TO COMMITTEE CHAIRS IN ORDER TO REQUIRE A VOLUNTEER(S) RECUSAL ON MATTERS WHERE A CONFLICT OF INTEREST EXISTS, IF ANY. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE COMMITTEE IS THE RESPONSIBLE BODY FOR THE ANNUAL COMPENSATION REVIEW OF THE EXECUTIVE DIRECTOR. COMPENSATION IS AWARDED COMMENSURATE WITH PERFORMANCE AND IS EVALUATED IN RELATIONSHIP TO OTHER NORTHEASTERN OHIO NONPROFITS OF SIMILAR MISSIONS AND FINANCIAL CAPACITIES. COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR THE ANNUAL PERFORMANCE REVIEWS OF OTHER KEY PERSONNEL. SALARIES AND ANY ANNUAL ADJUSTMENTS ARE AWARDED BASED ON PERFORMANCE AND ARE ALSO MONITORED AND COMPARED TO OTHER NORTHEAST OHIO NONPROFITS OF SIMILAR MISSIONS AND FINANCIAL CAPACITIES. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, FORM 990 CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 CAN ALSO BE FOUND ON SEVERAL PUBLICALLY-ACCESSIBLE WEBSITES.