2025-06-30T08:46:14-05:00 2024-06-30 390758449 WIPFLI LLP 170 N RADNOR-CHESTER RD SUITE 200 RADNOR PA 19087 990 2023-07-01 231352676 SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA SETT 2153202600 416 QUEEN STREET PHILADELPHIA PA 19147 HELEN EATON CHIEF EXECUTIVE OFFICER 2153202600 2025-06-26 1 1 SOLOMON MARDAKHAEV P01806552 6105653930 2025-06-23 2023 2025-03-06 01:10:19Z X HELEN EATON 416 QUEEN STREET PHILADELPHIA PA 19147 14630848 0 X WWW.SETTLEMENTMUSIC.ORG X 1908 PA SETTLEMENT MUSIC SCHOOL'S MISSION IS TO PROVIDE THE HIGHEST QUALITY INSTRUCTION IN MUSIC AND THE RELATED ARTS TO CHILDREN AND ADULTS, WITHOUT REGARD TO AGE, RACE OR FINANCIAL CIRCUMSTANCES. SETTLEMENT'S BROAD RANGE OF PROGRAMS, TAUGHT BY HIGHLY CREDENTIALED AND DEDICATED FACULTY, HELP STUDENTS OF ALL AGES ACHIEVE ARTISTIC, EDUCATIONAL, AND SOCIAL GOALS. SETTLEMENT OFFERS MORE THAN 11,000 WEEKLY SERVICES OF MUSIC AND ARTS INSTRUCTION IN MORE THAN 20 INSTRUMENTS, GROUP CLASSES, CHOIRS, CHAMBER GROUPS, JAZZ ENSEMBLES, ORCHESTRA, ARTS THERAPY, DANCE, AND CREATIVE MOVEMENT, BOTH ONSITE AND ONLINE AT FIVE COMMUNITY BRANCHES AND ONLINE, AND WITH MORE THAN 70 COMMUNITY PARTNERSHIPS. WE ARE LEADING THE NATION IN INCREASING ACCESS TO MUSIC EDUCATION AND PIONEERING TOOLS TO EDUCATE TOMORROW'S CHILDREN. 27 27 316 78 0 0 6925494 4598512 7627095 7992860 209070 648549 205985 253289 14967644 13493210 2909545 2991494 0 0 7546365 7874749 0 36893 696154 3204780 3302625 13660690 14205761 1306954 -712551 33840693 34209025 3509975 3429729 30330718 30779296 X SETTLEMENT MUSIC SCHOOL'S MISSION IS TO PROVIDE THE HIGHEST QUALITY INSTRUCTION IN MUSIC AND THE RELATED ARTS TO CHILDREN AND ADULTS, WITHOUT REGARD TO AGE, RACE OR FINANCIAL CIRCUMSTANCES. SETTLEMENT'S BROAD RANGE OF PROGRAMS, TAUGHT BY HIGHLY CREDENTIALED AND DEDICATED FACULTY, HELP STUDENTS OF ALL AGES ACHIEVE ARTISTIC, EDUCATIONAL, AND SOCIAL GOALS. SETTLEMENT OFFERS MORE THAN 11,000 WEEKLY SERVICES OF MUSIC AND ARTS INSTRUCTION IN MORE THAN 20 INSTRUMENTS, GROUP CLASSES, CHOIRS, CHAMBER GROUPS, JAZZ ENSEMBLES, ORCHESTRA, ARTS THERAPY, DANCE, AND CREATIVE MOVEMENT, BOTH ONSITE AND ONLINE AT FIVE COMMUNITY BRANCHES AND ONLINE, AND WITH MORE THAN 70 COMMUNITY PARTNERSHIPS. WE ARE LEADING THE NATION IN INCREASING ACCESS TO MUSIC EDUCATION AND PIONEERING TOOLS TO EDUCATE TOMORROW'S CHILDREN. 0 0 10460014 994642 6962671 SETTLEMENT'S FINANCIAL AID PROGRAM IS THE VEHICLE THROUGH WHICH UNDERSERVED CHILDREN GAIN ACCESS TO THE SCHOOL'S PROGRAMS. THE SCHOOL ANNUALLY PROVIDES APPROXIMATELY $3 MILLION IN FINANCIAL AID AND SCHOLARSHIPS ACROSS ALL PROGRAMS TO NEARLY 60% OF ITS STUDENTS. SETTLEMENT HAS BEEN SUCCESSFUL IN RECRUITING AND RETAINING CREDENTIALED AND EXPERIENCED FACULTY. THIS FACULTY PROVIDES 11,000 WEEKLY MUSIC AND ARTS RELATED PROGRAMS AND SERVICES TO ALL THE COMMUNITIES THAT THE SCHOOL SERVES, INCLUDING LOW-INCOME AND UNDERSERVED COMMUNITIES. SETTLEMENT EMPLOYS APPROXIMATELY 160 FACULTY, MAKING IT ONE OF THE LARGEST EMPLOYERS OF MUSIC EDUCATORS IN PENNSYLVANIA. 1702220 1576980 1022605 THE KALEIDOSCOPE PROGRAM USES THE ARTS TO PREPARE 114 LOW-INCOME PRESCHOOL STUDENTS FOR ACADEMIC SUCCESS. THE PROGRAM HAS A PROVEN RECORD OF SUCCESS, WITH PARTICIPANT'S SCHOOL READINESS SCORES THREE TIMES HIGHER THAN PEERS IN NON-ARTS ENRICHED PROGRAMS. 90% OF THE STUDENTS IN THE KALEIDOSCOPE PROGRAM QUALIFY FOR HEAD START FUNDING DUE TO FAMILY INCOME OR SPECIAL NEEDS AND ATTEND TUITION-FREE. THE INNOVATION AND QUALITY OF KALEIDOSCOPE HAS HELPED IT BECOME A NATIONAL MODEL OF ARTS-BASED PRESCHOOL EDUCATION. THE BUDGET FOR KALEIDOSCOPE IS OVER $1 MILLION, REPRESENTING APPROXIMATELY 13% OF THE SCHOOL'S BUDGET. 531336 419872 7584 SETTLEMENT'S MUSIC EDUCATION PATHWAYS PROGRAM IS AN AFTERSCHOOL PROGRAM AT EIGHT PHILADELPHIA SCHOOLS, IN OPERATION SINCE 2012, SERVING OVER 250 STUDENTS WITH OVER 130 HOURS OF ENSEMBLE AND GROUP LESSONS IN BAND, ORCHESTRA, AND CHOIR. RESEARCH HAS SHOWN STUDENTS LIVING IN POVERTY TO EXPERIENCE GAINS IN SOCIO-EMOTIONAL LEARNING WHILE ENGAGED IN THIS PROGRAM. 0 0 0 SETTLEMENT IS THE LEAD PARTNER OF THE PMAY ARTIST INITIATIVE, SINCE 2017 COLLOBRATING WITH SIX YOUTH MUSIC ORGANIZATIONS TO INCREASE DIVERSITY IN THE PROFESSIONAL CLASSICAL MUSIC FIELD. PMAY ARTISTS ARE A COHORT OF STUDENTS COMING FROM HISTORICALLY EXCLUDED OR FINANCIALLY DISADVANTAGED BACKGROUNDS, RANGING FROM 5TH TO 12TH GRADES, WHO RECEIVE ALL THE SUPPORTS NECESSARY TO BECOME PROFESSIONAL CLASSICAL MUSICIANS. SINCE ITS INCEPTION, PMAY ARTISTS HAVE RECEIVED EXTENSIVE AUDITION, LESSON, AND INSTRUMENT LOAN ASSISTANCE THAT HAS ENABLED THEM TO BE ACCEPTED INTO TOP MUSIC SCHOOLS AND CONSERVATORIES, INCLUDING CARNEGIE MELLLON UNIVERSITY, NEW ENGLAND CONSERVATORY OF MUSIC, CLEVELAND INSTITUTE OF MUSIC, AND BOSTON UNIVERSITY, WITH SCHOLARSHIP AND FINANCIAL AID OFFERS OF UP TO $8 MILLION. 0 0 0 THE KARDON CENTER AT SETTLEMENT MUSIC SCHOOL OFFERS MUSIC, ART, AND DANCE/MOVEMENT THERAPY SERVICES TO INDIVIDUALS WITH DIVERSE NEEDS AT SETTLEMENT BRANCHES AND AT OTHER LOCATIONS IN OUR COMMUNITY. CREATIVE ARTS THERAPY IS A FORM OF NON-VERBAL PSYCHOTHERAPY USING THE SENSES TO OPEN NEW CHANNELS OF COMMUNICATION BETWEEN PARTICIPANTS AND THEIR THERAPISTS, FAMILIES, AND COMMUNITIES. CREATIVE ARTS THERAPY USES THE ARTS IN ORDER TO ACHIEVE THERAPEUTIC GOALS. GOALS FOR CREATIVE ARTS THERAPY ARE TAILORED TO EACH PARTICIPANT, AND BENEFITS MAY INCLUDE IMPROVEMENT IN SOCIAL SKILLS, PSYCHOLOGICAL FACTORS, COGNITION, LANGUAGE, AND PHYSICAL SKILLS. 17 CERTIFIED CREATIVE ARTS THERAPISTS DELIVER SERVICES ONSITE AND AT MULTIPLE COMMUNITY BRANCHES. 0 0 0 12693570 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 67 0 316 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X X THE ORGANIZATION 2153202600 416 QUEEN STREET PHILADELPHIA PA 19147 ELLEN S FRIEDELL CHAIR 4.00 4.00 X X 0 0 0 BRUCE LETO ASSISTANT TREASURER, PRESIDENT 1.00 1.00 X X 0 0 0 BARBARA MENIN VICE PRESIDENT (WGB) 1.00 1.00 X X 0 0 0 MARY BETH KRAMER VICE PRESIDENT (KNE) 1.00 1.00 X X 0 0 0 NATE BRONSTEIN VICE PRESIDENT (MLC) 1.00 1.00 X X 0 0 0 GUISSOU DABIRI VICE PRESIDENT (WFB) 1.00 1.00 X X 0 0 0 KEN WEINER VICE PRESIDENT (GTN) 1.00 1.00 X X 0 0 0 KEVIN CUNNINGHAM TREASURER 1.00 1.00 X X 0 0 0 BRIAN PINHEIRO ASSISTANT TREASURER 1.00 1.00 X X 0 0 0 ANDREW EISENSTEIN SECRETARY 1.00 1.00 X X 0 0 0 DAVID CONNOR ASSISTANT SECRETARY 1.00 1.00 X X 0 0 0 DANA BROWN TRUSTEE 1.00 1.00 X 0 0 0 SUSAN GLEEKSMAN TRUSTEE 1.00 1.00 X 0 0 0 JANE GREENFIELD TRUSTEE 1.00 1.00 X 0 0 0 JUSTIN KLEIN PRESIDENT, TRUSTEE 1.00 1.00 X 0 0 0 JEFFREY LEVINSOHN TRUSTEE 1.00 1.00 X 0 0 0 JEFFREY MARGOLIES TRUSTEE (FROM JULY 2023) 1.00 1.00 X 0 0 0 FRANCES MCNEAL TRUSTEE (FROM JULY 2023) 1.00 1.00 X 0 0 0 JIM RIESENBACH TRUSTEE 1.00 1.00 X 0 0 0 BRIAN ROTHENBERG TRUSTEE 1.00 1.00 X 0 0 0 CRYSTLE ROYE-GILL TRUSTEE 1.00 1.00 X 0 0 0 PHILIP N RUSSO TRUSTEE 1.00 1.00 X 0 0 0 ROBIN SHAPIRO TRUSTEE 1.00 1.00 X 0 0 0 JOEL SMITH TRUSTEE (FROM NOV 2023) 1.00 1.00 X 0 0 0 RACHEL VANCE TRUSTEE (FROM JULY 2023) 1.00 1.00 X 0 0 0 JEANNINE WEBBER TRUSTEE 1.00 1.00 X 0 0 0 JIM WHITTON TRUSTEE 1.00 1.00 X 0 0 0 HELEN EATON CHIEF EXECUTIVE OFFICER 65.00 5.00 X 257087 0 11918 VERONICA PLOUSIS CFO/COO (THRU DEC 2023) 65.00 5.00 X 152767 0 11918 LOLA ODUNSI CFO/COO (FROM JUNE 2024) 65.00 5.00 X 0 0 0 PATRICK LEITER CHIEF INFORMATION OFFICER 55.00 X 156105 0 0 AMELIA SCHMERTZ CHIEF ADVANCEMENT OFFICER 55.00 X 126900 0 2548 692859 0 26384 4 0 1 0 YOUR PART-TIME CONTROLLER LLC 1600 MARKET STREET SUITE 3425 PHILADELPHIA PA 19103 INTERIM CFO, ACCOUNTING, AUDIT PREP SERV 155654 1 50000 32868 4515644 4598512 TUITION REG/AUDITION 711190 7943592 7943592 49268 49268 7992860 369966 369966 30974 0 30974 30974 30974 1301449 1022866 278583 278583 278583 336342 32868 114027 222315 222315 745 745 0 13493210 7992860 0 901838 2991494 2991494 429573 352805 55258 21510 6509863 5814147 308332 387384 404553 363653 18476 22424 530760 480585 21414 28761 22222 22222 75349 75349 36893 36893 51517 51517 551895 465722 12745 73428 40188 8954 27889 3345 114774 46264 47864 20646 321925 177934 94702 49289 451489 432755 18734 50740 12798 37155 787 46256 23089 19611 3556 81740 78308 2206 1226 798227 798227 138426 138320 106 PROGRAM SUPPLIES 377358 326389 11995 38974 SERVICES CHARGES 150760 75619 75141 DUES & PUBLICATIONS 21847 3626 11292 6929 OTHER EXPENSES 7912 5310 1600 1002 14205761 12693570 816037 696154 721185 1153843 2128103 588443 2807601 3169534 243560 24928 107587 108762 29598763 15596351 14725329 14002412 11802903 13764672 1304425 1396431 33840693 34209025 347657 313806 352995 547466 2683372 2472026 125951 96431 3509975 3429729 X 16567944 15678294 13762774 15101002 30330718 30779296 33840693 34209025 X -712551 958319 27263 175547 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13509607 13509607 825480 206370 0 0 691548 738781 799060 825480 3054869 4582304 172887 184695 199765 206370 763717 1145576 12913925 2015903 1523787 1250000 15203615 11916406 488143 1095480 586104 12913925 11663370 2491239 -1617203 621000 11916406 8705651 1815751 1986968 785000 60000 11663370 8806434 158089 66127 325000 8705651 0.29183 0.70817 0.00000 1 0 1575918 1575918 23375553 11834809 11540744 21014 21014 0 4626278 3740528 885750 14002412 LEASE LIABILITY 96431 96431 X 11561664 958319 -27263 180409 1111465 10450199 51517 2991494 3043011 13493210 11108729 -54021 -54021 11162750 51517 2991494 3043011 14205761 PART V, LINE 4: ENDOWMENT FUNDS ARE TO PROVIDE SUPPORT FOR THE PROGRAMS AND OPERATIONS OF THE SCHOOLS. PART X, LINE 2: GAAP PRESCRIBES A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE SCHOOL BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN THAT STANDARD. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 58,138. COST OF GOODS SOLD 745. CHANGE IN VALUE OF SPLIT INTEREST 121,526. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,991,494. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -54,021. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,991,494. PART V, LINE 3B: THE EMILY FAIRCHILD ENDOWMENT IS ADMINISTERED BY BNY MELLON. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE POLICY IS NOTED IN ALL NEWSPAPER ADVERTISEMENTS, PROGRAMS, CATALOGUES AND REGISTRATION FORMS. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVED FUNDING FROM THE NATIONAL ENDOWMENT FOR THE ARTS (NEA) AND KEYSTONE ARTS (INITIATIVE OF THE PENNSYLVANIA OFFICE OF CHILD DEVELOPMENT AND EARLY LEARNING) TO SUPPORT THE KALEIDOSCOPE PROGRAM. FUNDING IS ALSO RECEIVED FROM THE SCHOOL DISTRICT OF PHILADELPHIA IN SUPPORT OF THE HEAD START PROGRAM. THE PENNSYLVANIA COUNCIL ON THE ARTS AND PHILADELPHIA CULTURAL FUND PROVIDE GENERAL OPERATING GRANT SUPPORT. X X X X X X X 1 CATCH 3 CONSULTING LLC PO BOX 636 DREXEL HILL PA 19026 FUND DEVELOPMENT SERVICES 0 0 28850 -28850 SCHULTZ & WILLIAMS ONE PENN CENTER 1617 JFK BLVD 170 PHILADELPHIA PA 19103 FUNDRAISING COUNSEL 0 0 8043 -8043 36893 -36893 PA ANNUAL GALA 369210 32868 336342 11290 63285 8030 31422 369210 32868 336342 11290 63285 8030 31422 114027 222315 1 FINANCIAL & SCHOLARSHIP AID 2436 2991494 FINANCIAL AID AND SCHOLARSHIPS ARE AWARDED ANNUALLY TO STUDENTS WHO DEMONSTRATE FINANCIAL NEED. PART I, LINE 2: REGRANTING AGENCY FOR MELLON GRANT: SEPERATE BANK ACCOUNT MAINTAINED. X X 0 0 0 0 0 0 0 1 0 HELEN EATON CHIEF EXECUTIVE OFFICER 249421 0 0 0 7666 0 0 0 11918 0 269005 0 0 0 VERONICA PLOUSIS CFO/COO (THRU DEC 2023) 138447 0 10000 0 4320 0 0 0 11918 0 164685 0 0 0 PATRICK LEITER CHIEF INFORMATION OFFICER 156105 0 0 0 0 0 0 0 0 0 156105 0 0 0 PART I, LINE 7 SCHEDULE J, PART II, COLUMN (B)(II) REPORTS DISCRETIONARY INCENTIVE AMOUNTS THAT WERE APPROVED BY THE BOARD BASED UPON PERFORMANCE. FORM 990, SECTION B, AMENDED RETURN EXPLANATION: THIS AMENDED FORM 990 HAS BEEN PREPARED TO CORRECT THE PROGRAM SERVICE DESCRIPTIONS. CHANGES HAVE BEEN MADE TO FORM 990, PART III, LINE 4A, 4C, AND 4D. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING OF THE FORM 990, THE AUDIT COMMITTEE WILL REVIEW AND APPROVE THE FORM 990 AND REPORT ITS FINDINGS TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES REGULARLY SUPPLY WRITTEN CONFLICT OF INTEREST STATEMENTS THAT ARE REVIEWED BY MANAGEMENT TO ENSURE THAT CONFLICTS DO NOT EXIST. IF A CONFLICT WERE TO OCCUR, THE CONFLICT WOULD BE EVALUATED AND APPROPRIATE ACTION WOULD BE TAKEN. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE CENTRAL BOARD OF TRUSTEES (CHAIRMAN, PRESIDENT, TREASURER, ASSISTANT TREASURER, SECRETARY AND ASSISTANT SECRETARY) MEETS ANNUALLY TO DETERMINE THE EXECUTIVE DIRECTOR'S SALARY FOR THE NEXT YEAR END. THE COMMITTEE REVIEWS SALARY DATA FOR COMPARABLE POSITIONS IN OTHER ORGANIZATIONS AS PART OF THEIR DELIBERATION, ALONG WITH INTERNAL SCHOOL BUDGET INFORMATION TO MAKE THEIR DETERMINATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT INTEREST AGREEMENT 121,526. COST OF BENEFITS TO DONORS 54,021. SMS COLLABORATIVE MANAGEMENT LLC 416 QUEEN ST PHILADEPLHIA PA 19147 822025542 TO SUPPORT SMS PRE-K SCHOLARSHIP COLLABORATIVE, LLC. PA SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA SETTLEMENT MUSIC SCHOOL PRE-K SCHOLARSHIP COLLABORATIVE LLC 416 QUEEN ST PHILADEPLHIA PA 19147 TO PARTICIPATE IN PA EDUCATIONAL IMPROVEMENT SCHOLARSHIP TAX CREDIT PROGRAM PA SMS COLLABORATIVE MANAGEMENT LLC CAMDEN SCHOOL OF MUSICAL ARTS 990 MORGAN BLVD CAMDEN NJ 08104 222801774 PROVIDE MUSIC & RELATED MUSIC PROGRAMS TO THE CAMDEN AREA AT AFFORDABLE FEES NJ 501(C)(3) LINE 7 SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0