2025-05-14T08:52:48-05:00 2024-06-30 331498605 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2023-07-01 362167818 NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION NORT 7732787471 1400 W AUGUSTA BLVD CHICAGO IL 60642 CAROLE WOOD PRESIDENT 7732787471 2025-05-09 1 1 LU ANN TRAPP P01506476 3122071040 2025-05-01 2023 2025-03-06 01:10:19Z CAROLE WOOD 1400 W AUGUSTA BLVD CHICAGO IL 60642 22033809 0 X WWW.NORTHWESTERNSETTLEMENT.ORG X 1891 IL NORTHWESTERN SETTLEMENT NURTURES, EDUCATES, AND EMPOWERS CHICAGOANS TO OVERCOME THE ROOT CAUSES OF POVERTY AND ACHIEVE LASTING SELF-SUFFICIENCY - WITH COMPASSION, DIGNITY, AND RESPECT. 21 21 233 92 0 0 18207828 18262035 1146568 1030368 112105 83231 1271487 1161982 20737988 20537616 65357 41737 0 0 12602189 13286759 0 0 551543 7559369 7775037 20226915 21103533 511073 -565917 29358348 28490927 9765709 8924742 19592639 19566185 X NORTHWESTERN SETTLEMENT NURTURES, EDUCATES, AND EMPOWERS CHICAGOANS TO OVERCOME THE ROOT CAUSES OF POVERTY AND ACHIEVE LASTING SELF-SUFFICIENCY - WITH COMPASSION, DIGNITY, AND RESPECT. 0 0 12359856 828516 ROWE ELEMENTARY SCHOOL - NORTHWESTERN SETTLEMENT'S K-8 PUBLIC CHARTER SCHOOL - NURTURES, EDUCATES, AND EMPOWERS 685 SCHOLARS TO OVERCOME SYSTEMIC BARRIERS AND ACHIEVE LASTING SUCCESS. IN ALIGNMENT WITH THE SETTLEMENT'S MISSION, ROWE CULTIVATES A CULTURE OF HIGH EXPECTATIONS AND COLLEGE READINESS, ENSURING SCHOLARS ARE EQUIPPED TO THRIVE ACADEMICALLY AND BEYOND. MANY GRADUATES MATRICULATE TO SELECTIVE ENROLLMENT HIGH SCHOOLS, AND WE STRIVE TO MATCH EACH SCHOLAR WITH THEIR BEST-FIT HIGH SCHOOL TO SUPPORT LONG-TERM SUCCESS. 2672443 63486 EARLY CHILDHOOD EDUCATION - OFFERS FULL-DAY PRESCHOOL PROGRAMMING TO 64 CHILDREN AGES 2-5 YEARS OLD FROM LOW-INCOME FAMILIES, AS WELL AS SUPPORTIVE PARENTING SERVICES. OUR SITE IS ACCREDITED BY THE NATIONAL ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN (NAEYC), AND CARRIES AN EXCELERATE ILLINOIS GOLD CIRCLE OF QUALITY RATING. 1167648 41737 7252 HOUSE IN THE WOOD CAMP - NORTHWESTERN SETTLEMENT'S YEAR-ROUND RESIDENTIAL CAMP IN DELAVAN, WI FOR INNER-CITY CHICAGO YOUTH. EACH YEAR, HOUSE IN THE WOOD SERVES OVER 400 CHILDREN AGES 7-17 DURING ITS SUMMER CAMP SESSION. IN THE SPRING AND FALL, HOUSE IN THE WOOD HOSTS STEM EDUCATION RESIDENCIES AT ITS OUTDOOR EDUCATION CENTER FOR PUBLIC SCHOOL STUDENTS. BETWEEN THESE PROGRAMS AND THE CAMP'S USE AS A RETREAT CENTER, 1,500 YOUTH BENEFIT FROM HOUSE IN THE WOOD ANNUALLY. HOUSE IN THE WOOD IS ACCREDITED BY THE AMERICAN CAMP ASSOCIATION (ACA) AND RECEIVED THE INAUGURAL ACA-ILLINOIS GORDIE KAPLAN PROGRAM EXCELLENCE AWARD IN 2015, AS WELL AS THE ACA'S NATIONAL 2016 ELEANOR P. EELLS AWARD FOR PROGRAM EXCELLENCE. 1132277 95659 AFTER SCHOOL PROGRAM - GUIDE AND ENRICH THE LIVES OF 200 ROWE SCHOLARS AGES 5-12 AFTER SCHOOL DURING THE SCHOOL YEAR AND ALL DAY DURING THE SUMMER. SUMMER ACTIVITIES ARE DESIGNED TO LESSEN THE IMPACT OF THE "SUMMER SLIDE" IN BETWEEN SCHOOL YEARS. 687071 0 FOOD PANTRY AND SUPPORT SERVICES - PROVIDES BASIC HUMAN NEEDS ASSISTANCE TO OVER 4,200 INDIVIDUALS IN CRITICAL NEED. COMPONENTS INCLUDE A FOOD PANTRY, DIRECT ASSISTANCE (CLOTHING, HOUSEHOLD SUPPLIES, AND BABY NEEDS), COUNSELING AND REFERRALS, AND HOLIDAY ASSISTANCE. COLLABORATE WITH AMERICCORPS PROJECT YES TO IMPLEMENT THE GOLDEN AGERS SENIOR CITIZENS CLUB AND SUPPORT GROUP. 832074 0 FAMILY CARES CENTER - A PARTNERSHIP WITH CHILDREN'S HOME + AID, PROVIDES ON-SITE COUNSELING AND OTHER FAMILY WELLNESS SERVICES FOR FAMILIES WITH CHILDREN IN THE SETTLEMENT'S PRESCHOOL AND ROWE ELEMENTARY CHARTER SCHOOL. THIS PROGRAM BEGAN IN JUNE 2017, AND NOW SERVES 95 YOUTH. 164967 0 ADVENTURE STAGE CHICAGO - NORTHWESTERN SETTLEMENT'S THEATRE FOR YOUNG AUDIENCES, CREATES AND TELLS HEROIC STORIES AT ITS 299-SEAT VITTUM THEATER. ASC IS THE MIDWEST'S ONLY THEATER DEVOTED EXCLUSIVELY TO MIDDLE SCHOOL AUDIENCES. PROGRAMMING INCLUDES MAINSTAGE PRODUCTIONS FOR CPS GROUPS AND COMMUNITY AUDIENCES, NEIGHBORHOOD BRIDGES IN-SCHOOL DRAMA AND CRITICAL LITERACY RESIDENCIES, COMMUNITY ENGAGEMENT AND USE OF FACILITIES, AND THE TRAILBLAZERS TEEN PERFORMANCE AND MENTORSHIP ENSEMBLE. APPROXIMATELY 10,000 COMMUNITY MEMBERS VIEW AN ASC PRODUCTION EACH YEAR AND 20,000 MORE UTILIZE THE VITTUM THEATER. 0 965381 FACILITY RENTALS 514530 32000 OTHER PROGRAM SERVICE REVENUE 0 0 TEEN PROGRAM-PROVIDING HEALTHY OUT-OF-SCHOOL OPPORTUNITIES TO TEENAGERS FOR GROWTH AND ENRICHMENT IS ESSENTIAL FOR STRONG, STABLE COMMUNITIES. LIKE THE AFTER SCHOOL PROGRAM, OUR TEEN PROGRAM HELPS DISRUPT GENERATIONAL POVERTY BY PROVIDING FREE OUT-OF-SCHOOL TIME ACTIVITIES TO YOUTH AGES 13 TO 17 IN THE AREAS OF ART, STEM, WELLNESS AND NUTRITION, AND SOCIAL-EMOTIONAL LEARNING. 3330919 0 1093040 19530866 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 42 0 1 233 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 0 0 IL X CAROLE WOOD 7732787471 1400 W AUGUSTA BLVD CHICAGO IL 60642 AMY K O'DONNELL BOARD CHAIR 3.00 0.00 X X 0 0 0 SAMI ELSADEN VICE CHAIR 3.00 0.00 X X 0 0 0 KATHLEEN H ELLIOTT SECRETARY 3.00 0.00 X X 0 0 0 WILLIAM G WELNHOFER TREASURER 3.00 1.00 X X 0 0 0 ROBERT J BEST GENERAL COUNSEL 3.00 1.00 X 0 0 0 SYDNEY BROWNING CHAIR OF EMERGING LEADERS BOARD 3.00 0.00 X 0 0 0 LIEKE HAKKENBERG CHAIR OF WINNETKA BOARD 3.00 0.00 X 0 0 0 HOLLY SUNSHINE CHAIR OF EVANSTON WOMAN'S BOARD 3.00 0.00 X 0 0 0 GINA GOODEN CHAIR OF NORTH SHORE BOARD 1.00 0.00 X 0 0 0 TRACY RAYNER BOARD MEMBER - PARENT LIASON 3.00 0.00 X 0 0 0 CHANTEL VARNADO PARENT REP FOR ROWE ELEMENTARY SCHOOL 3.00 0.00 X 0 0 0 GINNY BURNSTINE BOARD MEMBER 3.00 0.00 X 0 0 0 TRACY HEILMAN BOARD MEMBER 3.00 0.00 X 0 0 0 ALICE SCHAFF BOARD MEMBER 3.00 0.00 X 0 0 0 SARAH SHUMWAY BOARD MEMBER 3.00 0.00 X 0 0 0 ANDREW STEVENS BOARD MEMBER 3.00 0.00 X 0 0 0 TYRONE WASHINGTON BOARD MEMBER 3.00 0.00 X 0 0 0 CHRISTINE L JACOBEK BOARD MEMBER 3.00 0.00 X 0 0 0 KURT MUELLER BOARD MEMBER 3.00 1.00 X 0 0 0 JOHN RELIAS BOARD MEMBER 3.00 0.00 X 0 0 0 CAROLE WOOD PRESIDENT, CEO 40.00 0.00 X 360893 0 20894 CHRISTIAN FEAMAN CFOO - BEG 2/2024 40.00 0.00 X 0 0 0 EDISON URENA BUSINESS DIRECTOR 40.00 0.00 X 157905 0 12931 JASON SMITH PRINCIPAL 40.00 0.00 X 142779 0 15268 DIANA SMITH ASSISTANT PRINCIPAL 40.00 0.00 X 106187 0 9934 DANIELLE LAPOINTE CHIEF OF STAFF 40.00 0.00 X 112661 0 10387 BRYAN HEIDEL VP OF FAMILY CARES 40.00 0.00 X 109751 0 7683 LINDA MCLAREN DIRECTOR OF EARLY CHILDHOOD ED 40.00 0.00 X 112975 0 11640 1103151 0 88737 9 0 1 0 0 414522 221019 15617916 2008578 422061 18262035 FOOD SERVICE REVENUE 611710 768869 768869 AFTER SCHOOL FEES 611710 95659 95659 HEADSTART FEES 611710 63486 63486 SCHOOL FEES 611710 59647 59647 FEE FOR SERVICE 611710 35455 35455 7252 7252 1030368 174823 174823 965381 0 965381 965381 965381 1222668 1314260 -91592 -91592 -91592 201311 414522 181933 19378 19378 NMTC - INTEREST INCOME 900099 88684 88684 MISCELLANEOUS INCOME 900099 88539 88539 177223 20537616 1995749 0 279832 41737 41737 552633 533730 8022 10881 9727435 9394707 141201 191527 3006691 2887717 71899 47075 155952 137128 16545 2279 27926 27926 683128 336932 331549 14647 946320 881616 17920 46784 1743713 1598985 143865 863 102420 101043 1251 126 58683 2408 24389 31886 326201 325409 792 446627 397466 49161 312855 199033 110070 3752 DIRECT STUDENT EXPENSES 1553312 1552748 429 135 FOOD SERVICES 775666 775666 CPS ADMINISTRATIVE FEE 280978 280978 AUXILIARY BOARD FEES 200372 200372 160884 83563 76105 1216 21103533 19530866 1021124 551543 2110631 1382795 38252 58507 238313 19069 1383715 1557754 42498 9084 19706251 8158688 11954108 11547563 3958732 4423480 9632099 9492675 29358348 28490927 968921 508385 2460 44850 8450286 8197648 344042 173859 9765709 8924742 X 18105310 18507873 1487329 1058312 19592639 19566185 29358348 28490927 -565917 539463 0 X 0 1 X 1 1 1 X 18436241 18234318 18762158 18207828 18262035 91902580 683200 732600 732000 757620 784137 3689557 19119441 18966918 19494158 18965448 19046172 95592137 95592137 111658 69769 116527 138277 174823 611054 188747 188747 1063758 178861 193737 256998 177223 1870577 98262515 8801259 0.97280 0.97210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3916175 423724 30888 4309011 3606093 341542 31460 3916175 4207888 -556939 44856 3606093 3185272 57744 1043512 78640 4207888 3120559 5965 -102253 500000 2524271 0.93000 0.00000 0.07000 0 0 4455106 4455106 14351571 7342715 7008856 835149 755820 79329 64425 60153 4272 11547563 LOAN NOTE RECEIVABLE - NMTC 8868400 BENEFICIAL INTEREST - PERPETUAL TRUSTS 464849 ROU ASSETS 159426 9492675 SHORT TERM LEASE LIABILITIES 173859 173859 X 22015223 539463 784137 181934 1505534 20509689 27927 27927 20537616 22041677 784137 181934 966071 21075606 27927 27927 21103533 PART V, LINE 4: NUSA HAS CREATED AND MAINTAINS AN ENDOWMENT FOR PURPOSES OF INVESTING AND PRESERVING SUCH GIFTS AND DIRECTING THE EARNINGS FROM AND CAPITAL APPRECIATION OF SUCH GIFTS IN SUPPORT OF NUSA'S OPERATING AND CAPITAL PROGRAMS IN THE EVENT THAT FUNDRAISING EFFORTS CANNOT COVER OPERATING AND CAPITAL NEEDS. PART X, LINE 2: THE ASSOCIATION IS A NOT-FOR-PROFIT CORPORATION AND IS EXEMPT FROM TAX UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ASSOCIATION AND HAS CONCLUDED THAT, AS OF JUNE 30, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 181,934. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 181,934. HOUSE IN THE WOODS GALA/LUNCH 426298 258387 167911 89704 5700 16183 MAGIC OF GIVING EVENT 189535 156135 33400 525 1100 18290 20351 22626 7454 615833 414522 201311 525 1100 18290 110055 28326 23637 181933 19378 1 PARENT INVOLVEMENT ACTIVITIES 82 37556 0 OCCUPANCY COSTS 10 4181 0 PART I, LINE 2: THE EMERGENCY SERVICES DIRECTOR (EDS) RECEIVES REFERRALS FROM WITHIN THE ORGANIZATION TO PROVIDE FINANCIAL SUPPORT TO NEIGHBORS IN NEED WHO ARE ALREADY PARTICIPATING IN OTHER PROGRAMS THAT THE ORGANIZATION OFFERS (I.E. ROWE ELEMENTARY, AMERICORPS, HOUSE IN THE WOODS, AND AFTER SCHOOL). THESE NEIGHBORS RECEIVE FINANCIAL SUPPORT RANGING FROM $200 TO $500 AND IS BASED ON ECONOMIC NEED. THE EDS INSURES THAT THE SELECTED PARTY ARE FACING ECONOMIC NEED BY INQUIRING AND CORROBORATING THAT THE NEIGHBORS ARE RECIPIENTS OF SOME SORT OF WELFARE PROGRAM FROM THE GOVERNMENT SUCH AS FOOD STAMPS, MEDICAID, ETC. THE FINANCIAL SUPPORT IS GIVEN WITH THE PURPOSE OF HELPING THEM OVERCOME FINANCIAL CRISIS (I.E. INABILITY TO PAY RENT DUE, PURCHASE BEDS, ETC). THE EDS CONTINUES TO MAINTAIN CONTACT WITH THE RECIPIENTS OF THE FINANCIAL SUPPORT TO INSURE THEY ARE OVERCOMING OBSTACLES AND WILL PROVIDE ADDITIONAL SUPPORT IN OTHER AREAS LIKE FOOD, CLOTHING, AND REFERRAL FOR ANY OTHER PARTICULAR PROGRAMS OR SERVICES OFFERED WITHIN OR OUTSIDE OF THE ORGANIZATION. X X X 0 0 0 0 0 0 0 1 0 CAROLE WOOD PRESIDENT, CEO 260893 0 100000 0 0 0 18045 0 2849 0 381787 0 0 0 EDISON URENA BUSINESS DIRECTOR 157905 0 0 0 0 0 7895 0 5036 0 170836 0 0 0 JASON SMITH PRINCIPAL 127779 0 15000 0 0 0 9995 0 5273 0 158047 0 0 0 PART I, LINE 7 AS INDICATED IN SCHEDULE J, PART II, PER A WRITTEN EMPLOYMENT AGREEMENT, THE PRESIDENT/CEO RECEIVED A DISCRETIONARY BONUS BASED ON AGREED UPON PERFORMANCE GOALS AND THE FINANCIAL RESULTS OF THE ORGANIZATION. THE EMPLOYMENT AGREEMENT AND BONUS ARE APPROVED BY THE BOARD COMPENSATION COMMITTEE. X 24539 FMV X 20 353876 FMV X CLASSROOM SUPPLIES 22 43647 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS THREE CLASSES OF MEMBERS, REGULAR MEMBERS, VOTING MEMBERS AND HONORARY MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A VOTING MEMBERS HAVE THE POWER TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 8B NORTHWESTERN SETTLEMENT DOES NOT HAVE ANY COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE ACCOUNTING FIRM. THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE RETURN. A COPY OF THE FINAL RETURN IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS DISCLOSE ANY CONFLICTS OF INTEREST AT APPOINTMENT. NORTHWESTERN SETTLEMENT EXPECTS THAT IF ANY CIRCUMSTANCES CHANGE, THE OFFICER/DIRECTOR SHOULD VOLUNTARILY MODIFY THEIR STATEMENT. THE ASSISTANT SECRETARY INQUIRES ANNUALLY WITH EACH OFFICER/DIRECTOR AS TO ANY CHANGES THAT WOULD CAUSE SUCH A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S COMPENSATION IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE EXECUTIVE COMMITTEE REVIEWS COMPARABLE ORGANIZATION COMPENSATION INFORMATION AND COMPENSATION SURVEYS WHICH ARE PERIODICALLY PUBLISHED BY THE NATIONAL SETTLEMENT ASSOCIATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. ADDITIONALLY, THE FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE. NORTHWESTERN SETTLEMENT FOUNDATION 1400 W AUGUSTA BLVD CHICAGO IL 60642 814802022 SUPPORTING ORGANIZATION IL 501(C)(3) LINE 12A, I NORTHWESTERN UNIVERSITY SETTLEMENT 1 BAY ROAD ASSOCIATION 1400 W AUGUSTA BLVD CHICAGO IL 60642 814576727 HOMEOWNERS ASSOCIATION WI 501(C)(7) 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION K 310000 CASH NORTHWESTERN UNIVERSITY SETTLEMENT ASSOCIATION D 221019 CASH