2026-05-14T15:32:53-05:00 2025-06-30 341663731 ZINNER & CO LLP 3201 ENTERPRISE PARKWAY SUITE 410 CLEVELAND OH 441227329 990 2024-07-01 340714776 UNIVERSITY SETTLEMENT INC UNIV 2166418948 5115 BROADWAY AVENUE CLEVELAND OH 44127 TRACEY MASON INTERIM EXECUTIVE DIRECTOR 2166418948 2026-05-14 1 1 SUSAN D KRANTZ P00233254 2168310733 2026-05-14 2024 2025-03-06 01:10:19Z TRACEY MASON 5115 BROADWAY AVENUE CLEVELAND OH 44127 3157505 0 X UNIVERSITYSETTLEMENT.NET X 1926 OH THE MISSION OF UNIVERSITY SETTLEMENT IS TO OFFER THE INDIVIDUALS AND FAMILIES WE SERVE THE RESOURCES BY WHICH THEY CAN LEARN, GROW, AND THRIVE. THIS MISSION IS GUIDED BY THE FOLLOWING PRINCIPLES: *EXCELLENCE IN ALL ASPECTS OF OUR WORK*SERVING OUR COMMUNITY WITH RESPECT AND DIGNITY*A COMMUNITY-CENTRIC ORIENTATION TO OUR PROGRAMS AND SERVICES*HAVING OUR FEET IN THE STREET TO ENCOURAGE AUTHENTIC COMMUNITY ENGAGEMENT AND ON-GOING COMMUNITY DIALOGUE*ALIGNING OUR PROGRAMS AND SERVICES TO ADDRESS CURRENT AND PRESSING COMMUNITY NEEDS AND BEING NIMBLE SO AS TO BE ABLE TO ADJUST OUR 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 13 13 38 40 0 0 2908701 2905147 0 0 1500001 66480 2263653 164065 6672355 3135692 0 0 0 0 2143680 2251732 0 0 143628 1244361 1430954 3388041 3682686 3284314 -546994 9560622 5143952 812166 1120453 8748456 4023499 X THE MISSION OF UNIVERSITY SETTLEMENT IS TO OFFER THE INDIVIDUALS AND FAMILIES WE SERVE THE RESOURCES BY WHICH THEY CAN LEARN, GROW, AND THRIVE. THIS MISSION IS GUIDED BY THE FOLLOWING PRINCIPLES:*EXCELLENCE IN ALL ASPECTS OF OUR WORK*SERVING OUR COMMUNITY WITH RESPECT AND DIGNITY*A COMMUNITY-CENTRIC ORGANIZATION*HAVING OUR "FEET IN THE STREET" TO ENCOURAGE AUTHENTIC COMMUNITY ENGAGEMENT AND ON-GOING COMMUNITY DIALOGUE*ALIGNING OUR PROGRAMS AND SERVICES TO ADDRESS CURRENT AND PRESSING COMMUNITY NEEDS AND BEING NIMBLE SO AS TO BE ABLE TO ADJUST OUR 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 0 0 745009 SMART, YOUNG, AND SIGNIFICANT (SMARTY'S) PROVIDES AFTERSCHOOL PROGRAMMING THROUGH TWO UNIQUE APPROACHES. THE AGENCY SUCCESSFULLY MANAGES FOUR NITA M. LOWEY 21ST CENTURY COMMUNITY LEARNING CENTER (21ST CCLC) PROGRAMS FOR STUDENTS IN GRADES KINDERGARTEN- EIGHTH GRADE IN PARTNERSHIP WITH THE BROADWAY ACADEMY AT WILLOW AND ST. STANISLAUS CATHOLIC SCHOOL. THE PREVENTION PROGRAM IS DESIGNED TO REDUCE STUDENTS' INTENTION TO USE ALCOHOL, TOBACCO, AND OTHER DRUGS, WHILE PROMOTING PROSOCIAL ATTITUDES, SKILLS, AND BEHAVIORS. THE FIVE SOCIAL AND EMOTIONAL LEARNING (SEL) CORE COMPETENCIES BEING TAUGHT INCLUDE: SELF-AWARENESS, SELF-MANAGEMENT, SOCIAL AWARENESS, RELATIONSHIP SKILLS, AND RESPONSIBLE DECISION MAKING. THE IMPORTANCE OF DEVELOPING THESE SKILLS IS TO HELP INDIVIDUALS SET AND REACH GOALS, MANAGE OBSTACLES AND STRESSES RELATED TO ACADEMICS AND SOCIAL DYNAMICS, AND TO PROVIDE ALTERNATIVES TO RISKY BEHAVIOR. LIONS QUEST AND CENTERVENTION CURRICULUMS WERE USED FOR PROGRAM LESSONS, TO SERVE STUDENTS IN GRADES K-8TH. THE GOAL OF PREVENTION PROGRAMMING IS TO INCREASE PROTECTIVE FACTORS THAT ALLOW CHILDREN TO SUCCEED, WHILE HELPING TO REMOVE BARRIERS AND DECREASE RISK FACTORS. COMMUNITY YOUTH RECEIVE PROGRAMMING THROUGH DIRECT SERVICES BY ENROLLING IN UNIVERSITY SETTLEMENT'S OUT-OF-SCHOOL TIME PROGRAM. 294606 THE RISE (RE-INTEGRATION SERVICES & EMPOWERMENT) PROGRAM PROVIDES CASE MANAGEMENT SERVICES TO INDIVIDUALS WHO WERE RECENTLY INCARCERATED AND ARE TRANSITIONING BACK INTO THE COMMUNITY. SERVICES FOCUS ON EMPLOYMENT AND SECURING INCOME, ADDRESSING MENTAL HEALTH AND ADDICTION, AND ACCESSING MAINSTREAM BENEFITS, TO NAME A FEW. THE UNIVERSITY SETTLEMENT FATHERHOOD INITIATIVE PROGRAM SERVES FATHERS RESIDING IN CUYAHOGA COUNTY. THE PROGRAM OFFERS FATHERHOOD SERVICES AT A.B. HART SCHOOL, WARNER GIRLS LEADERSHIP ACADEMY, MOUND STEM MIDDLE SCHOOL AND ON-SITE AT UNIVERSITY SETTLEMENT. SERVICES INCLUDE EMPLOYMENT AND VOCATIONAL SERVICES, HOUSING/UTILITY ASSISTANCE, AND REFERRALS TO LEGAL SERVICES, MENTAL HEALTH SERVICES, AND MANY MORE. CASE MANAGEMENT SERVICES ARE ALSO PROVIDED TO FATHERS ON-SITE BY THE PROGRAM MANAGER. FOR THOSE FORMERLY HOMELESS FAMILIES WHO ARE EXITING THE CUYAHOGA COUNTY SHELTER SYSTEM, THE TRANSITION-IN-PLACE CASE MANAGEMENT PROGRAM OFFERS TWELVE MONTHS OF INTENSIVE CASE MANAGEMENT TO HELP PROVIDE FAMILIES WITH THE RESOURCES NEEDED TO REMAIN STABLY HOUSED. 1213700 THE ADULT WELLNESS PROGRAM SERVES RESIDENTS RESIDING IN ZIP CODES 44127 AND 44105. TO ADDRESS BARRIERS TO AGING SUCCESSFULLY IN PLACE, UNIVERSITY SETTLEMENT'S ADULT WELLNESS PROGRAM SUPPORTS SENIORS AGED 60 AND OLDER, AND ADULTS WITH DISABILITIES AGED 18-59. SENIORS ENGAGE IN ACTIVITIES THAT ENHANCE THEIR PHYSICAL AND COGNITIVE WELLBEING. 134892 THE NEO SKILL CORPS AMERICORPS PROGRAM LED BY UNIVERSITY SETTLEMENT WORKS WITH PARTNER AGENCIES TO HOST AMERICORPS MEMBERS TO ADDRESS ISSUES OF FINANCIAL LITERACY, WORKFORCE DEVELOPMENT AND TRAINING, AND ADULT LITERACY. 56178 THE FORMER MAGIC JOHNSON COMMUNITY EMPOWERMENT CENTER EVOLVED THIS YEAR INTO A BROADWAY COMMUNITY TRI-C ACCESS CENTER. THE CENTER CONTINUES TO PROVIDE ACCESS TO AND ASSISTANCE WITH TECHNOLOGY TO COMMUNITY MEMBERS, THE AFTERSCHOOL YOUTH PROGRAM AND TO THE SENIORS/INDIVIDUALS WITH DISABILITIES WHO PARTICIPATE IN THE ADULT WELLNESS PROGRAM. IN 2024, WHEN THE NEW HOME OF UNIVERSITY SETTLEMENT OPENS, THE TRI-C ACCESS CENTER WILL CONNECT COMMUNITY PARTICIPANTS WITH EDUCATION AND JOB TRAINING CLASSES IN THE COMMUNITY WHERE THEY LIVE. THE CENTER WILL OFFER A WIDE RANGE OF SERVICES DESIGNED TO MEET STUDENTS WHERE THEY ARE AT, WHETHER ON THEIR EDUCATION OR CAREER PATH. DURING THIS 2023 TRANSITION YEAR, THERE WERE NO OUTCOMES TO MEET. THE COMMUNITY LAB REMAINED OPEN AND SERVED 62 INDIVIDUALS WHO HAD A VARIETY OF TECHNOLOGICAL NEEDS. 189110 THE ADULT WELLNESS PROGRAM SERVES RESIDENTS RESIDING IN ZIP CODES 44127 AND 44105. TO ADDRESS BARRIERS TO AGING SUCCESSFULLY IN PLACE, UNIVERSITY SETTLEMENT'S ADULT WELLNESS PROGRAM SUPPORTS SENIORS AGED 60 AND OLDER, AND ADULTS WITH DISABILITIES AGED 18-59. SENIORS ENGAGE IN ACTIVITIES THAT ENHANCE THEIR PHYSICAL AND COGNITIVE WELLBEING. 201521 FOR THOSE FORMERLY HOMELESS FAMILIES WHO ARE EXITING THE CUYAHOGA COUNTY SHELTER SYSTEM, THE TRANSITION-IN-PLACE CASE MANAGEMENT PROGRAM OFFERS TWELVE MONTHS OF INTENSIVE CASE MANAGEMENT TO HELP PROVIDE FAMILIES WITH THE RESOURCES NEEDED TO REMAIN STABLY HOUSED. 17310 THE RISE (RE-INTEGRATION SERVICES & EMPOWERMENT) PROGRAM PROVIDES CASE MANAGEMENT SERVICES TO INDIVIDUALS WHO WERE RECENTLY INCARCERATED AND ARE TRANSITIONING BACK INTO THE COMMUNITY. SERVICES FOCUS ON EMPLOYMENT AND SECURING INCOME, ADDRESSING MENTAL HEALTH AND ADDICTION, AND ACCESSING MAINSTREAM BENEFITS, TO NAME A FEW. 212953 THE UNIVERSITY SETTLEMENT FATHERHOOD INITIATIVE PROGRAM SERVES FATHERS RESIDING IN CUYAHOGA COUNTY. THE PROGRAM OFFERS FATHERHOOD SERVICES AT A.B. HART SCHOOL, WARNER GIRLS LEADERSHIP ACADEMY, MOUND STEM MIDDLE SCHOOL AND ON-SITE AT UNIVERSITY SETTLEMENT. SERVICES INCLUDE EMPLOYMENT AND VOCATIONAL SERVICES, HOUSING/UTILITY ASSISTANCE, AND REFERRALS TO LEGAL SERVICES, MENTAL HEALTH SERVICES, AND MANY MORE. CASE MANAGEMENT SERVICES ARE ALSO PROVIDED TO FATHERS ON-SITE BY THE PROGRAM MANAGER. 72182 THE PREVENTION PROGRAM IS DESIGNED TO REDUCE STUDENTS' INTENTION TO USE ALCOHOL, TOBACCO, AND OTHER DRUGS, WHILE PROMOTING PROSOCIAL ATTITUDES, SKILLS, AND BEHAVIORS. THE FIVE SOCIAL AND EMOTIONAL LEARNING (SEL) CORE COMPETENCIES BEING TAUGHT INCLUDE: SELF-AWARENESS, SELF-MANAGEMENT, SOCIAL AWARENESS, RELATIONSHIP SKILLS, AND RESPONSIBLE DECISION MAKING. THE IMPORTANCE OF DEVELOPING THESE SKILLS IS TO HELP INDIVIDUALS SET AND REACH GOALS, MANAGE OBSTACLES AND STRESSES RELATED TO ACADEMICS AND SOCIAL DYNAMICS, AND TO PROVIDE ALTERNATIVES TO RISKY BEHAVIOR. LIONS QUEST AND CENTERVENTION CURRICULUMS WERE USED FOR PROGRAM LESSONS, TO SERVE STUDENTS IN GRADES K-8TH. THE GOAL OF PREVENTION PROGRAMMING IS TO INCREASE PROTECTIVE FACTORS THAT ALLOW CHILDREN TO SUCCEED, WHILE HELPING TO REMOVE BARRIERS AND DECREASE RISK FACTORS. COMMUNITY YOUTH RECEIVE PROGRAMMING THROUGH DIRECT SERVICES BY ENROLLING IN UNIVERSITY SETTLEMENT'S OUT-OF-SCHOOL TIME PROGRAM. 128686 THE POLICY, ADVOCACY, AND COMMUNITY ENGAGEMENT (PACE) DEPARTMENT, A STAFF OF FIVE, CONDUCTS REGULAR OUTREACH AND ENGAGEMENT WITH COMMUNITY MEMBERS, REACHING NEARLY 1,500 RESIDENTS ANNUALLY IN FACE-TO-FACE CONVERSATIONS ABOUT COMMUNITY CONCERNS, HIV/AIDS, DRUG/ALCOHOL USE, AND MORE. 1012832 3266147 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 23 0 1 38 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X X X TRACEY MASON 2166418948 5115 BROADWAY AVENUE CLEVELAND OH 44127 JORDAN TRIMBLE PRESIDENT 6.00 X X 0 0 0 CARRIE MILLER VICE PRESIDENT 4.00 X X 0 0 0 TENISHA GAINES SECRETARY 4.00 X X 0 0 0 PHOEBE ADERIBIGBE DIRECTOR 1.00 X 0 0 0 MAYIA ALLEN DIRECTOR 1.00 X 0 0 0 BARBARA ANDERSON DIRECTOR 1.00 X 0 0 0 AYONNA BLUE-DONALD DIRECTOR 1.00 X 0 0 0 RICHARD GIBSON DIRECTOR 1.00 X 0 0 0 RUSSELL HOLMES DIRECTOR 1.00 X 0 0 0 ANDREW MARTIN DIRECTOR 1.00 X 0 0 0 DAVID MARGOLIUS DIRECTOR 1.00 X 0 0 0 TRACEY MASON DIRECTOR 1.00 X 0 0 0 TELKA SHAW DIRECTOR 1.00 X 0 0 0 RICHAUN BUNTON EXECUTIVE DIRECTOR 40.00 X 120000 0 0 120000 0 0 1 0 0 0 0 36644 325000 1693326 850177 2905147 66480 66480 340 0 340 340 340 0 36644 21813 -21813 -21813 MISCELLANEOUS REVENUES 900099 185538 185538 185538 3135692 0 0 230545 112284 100162 7717 4405 1784846 1592168 122662 70016 207948 185500 14291 8157 146654 130822 10079 5753 3401 3034 234 133 1660 1481 114 65 443508 395630 30480 17398 19539 17430 1343 766 19153 17086 1316 751 57225 51047 3933 2245 21282 21282 74833 66754 5143 2936 PROFESSIONAL FEES 354701 316410 24377 13914 SUPPLIES & FOOD 223651 199508 15370 8773 REPAIRS AND RENTAL 109727 97882 7541 4304 DONATIONS TO QALICB 35883 32009 2466 1408 66391 59224 4563 2604 3682686 3266147 272911 143628 4270376 26973 715309 402396 4247900 66946 27838 1383478 989436 4463188 394042 -990 -990 45793 45793 9560622 5143952 143878 232973 70000 482595 631787 185693 185693 812166 1120453 X 5203019 2392918 3545437 1630581 8748456 4023499 9560622 5143952 -546994 -4177963 0 X 0 0 0 X 4851876 4801274 4437706 2908701 2905147 19904704 4851876 4801274 4437706 2908701 2905147 19904704 2252843 17651861 300 14 1 66820 67135 51213 5004 15705 2293489 185538 2550949 22522788 87 0.78370 0.81870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53328 53328 856576 640911 215665 473574 348525 125049 394042 CONTRIBUTION ADVANCE 140000 OPERATING LEASE OBLIGATIONS 45693 185693 THE TASTE OF SLAVIC VILLAGE 36644 36644 7113 14700 1 36644 36644 7113 14700 21813 -21813 FORM 990, PART VI, SECTION B, 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. FORM 990, PART VI, SECTION B, 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. FORM 990, PART VI, SECTION B, LINE 15 15-A: 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 RELATION TO OTHER NORTHEASTERN OHIO NONPROFITS OF SIMILAR MISSIONS AND FINANCIAL CAPACITIES. 15-B: THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR THE ANNUAL COMPENSATION REVIEW OF THE OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. COMPENSATION IS AWARDED COMMENSURATE WITH PERFORMANCE AND IS EVALUATED IN RELATION TO OTHER NORTHEASTERN OHIO NONPROFITS OF SIMILAR MISSIONS AND FINANCIAL CAPACITIES. FORM 990, PART VI, SECTION C, 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 PUBLICLY ACCESSIBLE WEBSITES. 5115 BROADWAY CORPORATION 5115 BROADWAY AVE CLEVELAND OH 44127 923026084 RENTAL REAL ESTATE OH 501(C)(3) LINE 12A, I UNIVERSITY SETTLEMENT INC 0 UNIVERSITY SETTLEMENT SLAVIC VILLAGE LLC 5115 BROADWAY AVE CLEVELAND OH 44127 843025737 REAL ESTATE INVESTMENT OH UNIVERSITY SETTLEMENT INC C -891 1.00000 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 5115 BROADWAY CORPORATION C 325000 5115 BROADWAY CORPORATION B 33299 5115 BROADWAY CORPORATION K 325001 5115 BROADWAY CORPORATION D 4247900