The mission of United South End Settlements is to harness the power of our diverse community to disrupt the cycle of poverty for children and their families.

501(c)(3) charity; gifts are tax-deductible.
72¢ of each $1 spent went to programs.
$337K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $3.1M a year · 39% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
72%
of spending
Fine: 72% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$337K
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
7 mo
of spending, in cash
Plus $10.4M in investments, Pt X · Ln 11–13
Looks good: 7.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $25K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$496K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
18
of 18 voting members
Looks good: 18 of 18 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$5.4M
-8% vs prior year
Spent
$4.9M
To programs
72%
Net assets
$19.8M
By yearFY2020–FY2025
Revenue
$5.4M
FY2024▼ -8%
Tap a bar for its year
Revenue by fiscal year
FY2020$5.1M
FY2021$16.6M
FY2022$4.8M
FY2023$5.9M
FY2024$5.4M
FY2025$8.8M
Expenses
$4.9M
FY2024-0.4%
Tap a bar for its year
Expenses by fiscal year
FY2020$4.5M
FY2021$4.4M
FY2022$4.5M
FY2023$4.9M
FY2024$4.9M
FY2025$5.1M
Net assets
$19.8M
FY2024▲ +7%
Tap a bar for its year
Net assets by fiscal year
FY2020$5.6M
FY2021$17.8M
FY2022$17.1M
FY2023$18.5M
FY2024$19.8M
FY2025$24.3M

From the FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1962.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

72 cents of each dollar spent went to programs.

Program services 72% · $3.5M Management & general 16% · $763K Fundraising 12% · $595K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

20 people listed on the 990; $337K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
$214,803Pt VII · Sec A
Chief Program Officer
$121,925Pt VII · Sec A
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
Treasurer Thru 12/23 & Member
$0Pt VII · Sec A
Clerk Thru 06/2024
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Jerrell Cox’s $236K as CEO is at the 95th percentile of top reported officer pay among 3868 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 7 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Maicharia Z Weir Lytle————$246,270$152,996
Jerrell Cox$235,830$214,803$185,521$152,579$119,652—
Jose Masso———$152,500$115,479—
Tyler Seever$136,643—————
Melody Valdes$126,181$121,925$111,207———
Christine Stellar$106,367—————
Maicharia Weir Lytle———$103,785——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See United South End Settlements executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowering families to break the cycle of poverty through community action.

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Provided by the organization

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2 programs · $3.5M · in their own filed words · FY2023
01

USES provides families with a caring community where children grow up with access to quality education, individual and family advocacy, income supports, art, activity, and the outdoors. This intentional investment coupled with our breadth of resources sets them up to be lifelong learners, confident leaders, and active participants in…

$3.2Mprogram expense
02

Through our whole family approach, USES was able to serve 541 families throughout the year. Coaching connected participants to vital resources- financial support, health and educational resources for children, and career and educational opportunities for adults.

$317Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 2 funders$25K
Grants paid · 7 grants · $508K · 2019–2024
Unitemized GrantFY2024$150,219
Unitemized GrantFY2023$94,349
Unitemized GrantFY2022$132,658
Unitemized GrantFY2022$2,000
Unitemized GrantFY2021$116,653
Unitemized GrantFY2020$3,232
Unitemized GrantFY2019$8,680

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$5.4M
Ln 12
Gifts and grantsLn 1h$4.8M
Fees for servicesLn 2g$924K
Investment incomeLn 3$296K
Money outPt IX
$4.9M
Ln 25
Programscol B$3.5M
Managementcol C$763K
Fundraisingcol D$595K
Owns and owesPt X
$19.8M
net assets · Ln 32
Cash and savingsLn 1–2$3.0M
Total assetsLn 16$20.3M
LiabilitiesLn 26$496K
PeoplePt VI, VII
20
listed · VII A
PaidVII A2
Voting boardVI 1a18
IndependentVI 1b18
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$4.8M
Government grantsLn 1e$2.5M
Noncash giftsLn 1g$29K
Fundraising eventsLn 1c$599K
Fees for servicesLn 2g$924K
Investment incomeLn 3$296K
Gains on assetsLn 7−$472K
Total revenueLn 12$5.4M
Assets in detailPt X, end of year
CashLn 1$718K
SavingsLn 2$2.3M
Cash and savings togetherLn 1–2$3.0M
InvestmentsLn 11–13$10.4M
Land, buildings, equipmentLn 10c$6.1M
Other assetsLn 15$0
Total assetsLn 16$20.3M
LiabilitiesLn 26$496K
Net assetsLn 32$19.8M
OperationsPt I, VI
EmployeesI 5143
VolunteersI 6101
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$2.6M$3.0M
InvestmentsLn 11–13$8.8M$10.4M
Land, buildings, equipmentLn 10c$6.7M$6.1M
Total assetsLn 16$19.0M$20.3M
LiabilitiesLn 26$431K$496K
Net assetsLn 32$18.5M$19.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$2K$2K
Grants to domestic individualsLn 2$94K$94K
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$241K$72K$48K$120K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$2.2M$1.7M$166K$318K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$178K$139K$9K$30K
Payroll taxesLn 10$188K$139K$15K$34K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$244K$244K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$483K$279K$168K$37K
Advertising and promotionLn 12$2K$1K$221
Office expensesLn 13$119K$65K$30K$24K
Information technologyLn 14$147K$122K$10K$15K
RoyaltiesLn 15$0
OccupancyLn 16$146K$122K$20K$4K
TravelLn 17$85K$76K$5K$4K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$421K$401K$17K$3K
InsuranceLn 23$118K$101K$12K$5K
Other expenses (24a–d)Ln 24$240K$223K$17K$224
Total functional expensesLn 25$4.9M$3.5M$763K$595K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $8.8M$5.1M$3.7M$24.3M 990 PDF
FY2024 Viewing $5.4M$4.9M$552K$19.8M 990 PDF
FY2023 $5.9M$4.9M$1.0M$18.5M 990 PDF
FY2022 $4.8M$4.5M$311K$17.1M 990 PDF
FY2021 $16.6M$4.4M$12.2M$17.8M 990 PDF
FY2020 $5.1M$4.5M$600K$5.6M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $5,425,473 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,805,684$4,778,901
I-9 Program service revenuePrior year $1,012,184$924,460
I-10 Investment incomePrior year $204,364−$176,151
I-11 Other revenuePrior year −$92,822−$101,737
I-12 Total revenuePrior year $5,929,410$5,425,473
I-13 Grants and similar amounts paidPrior year $134,658$96,349
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $2,674,209$2,771,026
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,084,815$2,005,780
I-18 Total expensesPrior year $4,893,682$4,873,155
I-19 Revenue less expensesPrior year $1,035,728$552,318
Part VI · Governance 18 of 18 board members independent, no flags
VI-1a Voting members of the governing body18
VI-1b Independent voting members18
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $5,425,473 across 14 lines filed
VIII-1a Federated campaigns$50,000
VIII-1c Fundraising events$598,857
VIII-1e Government grants$2,497,733
VIII-1f All other contributions, gifts and grants$1,632,311
VIII-1g Noncash contributions (included above)$29,034
VIII-1h Total contributions, gifts and grants$4,778,901
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $924,460$924,460
VIII-3 Investment incomeExcluded from tax $295,964$295,964
VIII-5 Royalties$0
VIII-6 Net rental income or lossExcluded from tax $25,893$25,893
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$472,115−$472,115
VIII-8 Net income from fundraising eventsExcluded from tax −$132,820−$132,820
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $5,190$5,190
VIII-12 Total revenueRelated to mission $929,650 · Unrelated business $0 · Excluded from tax −$283,078$5,425,473
Part IX · Statement of functional expenses $4,873,155 across 30 lines filed
IX-1 Grants to domestic organizationsPrograms $2,000$2,000
IX-2 Grants to domestic individualsPrograms $94,349$94,349
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $72,188 · Management $48,125 · Fundraising $120,314$240,627
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $1,680,014 · Management $166,385 · Fundraising $318,233$2,164,632
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $139,141 · Management $9,269 · Fundraising $29,570$177,980
IX-10 Payroll taxesPrograms $138,661 · Management $14,947 · Fundraising $34,179$187,787
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $244,058$244,058
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $278,522 · Management $167,931 · Fundraising $36,968$483,421
IX-12 Advertising and promotionPrograms $1,342 · Fundraising $221$1,563
IX-13 Office expensesPrograms $65,055 · Management $30,249 · Fundraising $23,979$119,283
IX-14 Information technologyPrograms $122,147 · Management $10,362 · Fundraising $14,743$147,252
IX-15 Royalties$0
IX-16 OccupancyPrograms $121,785 · Management $19,880 · Fundraising $4,313$145,978
IX-17 TravelPrograms $76,058 · Management $5,088 · Fundraising $4,065$85,211
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $400,629 · Management $17,335 · Fundraising $3,232$421,196
IX-23 InsurancePrograms $100,856 · Management $11,658 · Fundraising $5,041$117,555
IX-24 Other expenses (24a–d)Programs $222,658 · Management $17,381 · Fundraising $224$240,263
IX-25 Total functional expensesPrograms $3,515,405 · Management $762,668 · Fundraising $595,082$4,873,155
Part X · Balance sheet $20,293,005 assets, 24 lines filed
X-1 Cash, non-interest-bearingStart of year $1,539,961$718,306
X-2 Savings and temporary cash investmentsStart of year $1,017,478$2,301,396
X-3 Pledges and grants receivableStart of year $604,900$495,587
X-4 Accounts receivableStart of year $112,257$173,347
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $193,640$135,295
X-10c Land, buildings and equipment, netStart of year $6,693,730$6,104,706
X-11 Publicly traded securitiesStart of year $8,802,989$10,364,368
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $18,964,955$20,293,005
X-17 Accounts payable and accrued expensesStart of year $331,966$368,839
X-18 Grants payableStart of year $99,120$126,713
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $431,086$495,552
X-27 Net assets without donor restrictionsStart of year $17,327,320$18,340,597
X-28 Net assets with donor restrictionsStart of year $1,206,549$1,456,856
X-32 Total net assets or fund balancesStart of year $18,533,869$19,797,453
X-33 Total liabilities and net assetsStart of year $18,964,955$20,293,005
Part XI · Reconciliation of net assets $19,797,453 net assets at year end
XI-1 Total revenue$5,425,473
XI-2 Total expenses$4,873,155
XI-3 Revenue less expenses$552,318
XI-4 Net assets at start of year$18,533,869
XI-5 Net unrealized gains (losses) on investments$711,266
XI-10 Net assets at end of year$19,797,453

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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