SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA Charity Report

Public IRS 990 nonprofit record

SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA

EIN 23-1352676 · Arts, Culture & Humanities (A6E0)

What they do

SETTLEMENT MUSIC SCHOOLS 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. SETTLEMENTS 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 TOMORROWS CHILDREN.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $88.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders34 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

68.17%of revenue went to mission work88.7% of expenses · Program services

3.77%of revenue went to fundraising4.9% of expenses

$76.87spent for every $100 of revenueRevenue covered expenses this year.

4.93%of revenue went to management and office costs6.4% of expenses

$2.75in assets for every $1 spent this yearSome assets cannot be spent right away.

51.6%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $268,851 for HELEN EATON (CHIEF EXECUTIVE OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$18,638,348

Mission workProgram services$12,705,24668.17% of revenue88.7% of expenses

ManagementOffice and general costs$919,5444.93% of revenue6.4% of expenses

FundraisingAsking for donations$702,8153.77% of revenue4.9% of expenses

Revenue left after expensesReported annual surplus$4,310,74323.13% of revenueShown in gray on the chart

Total expenses$14,327,60576.87% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 88.7% mission · 6.4% management · 4.9% fundraisingTotal expenses: 76.87% of revenue

2023Expense mix: 89.4% mission · 5.7% management · 4.9% fundraisingTotal expenses: 105.28% of revenue

2022Expense mix: 88.1% mission · 6.9% management · 5.0% fundraisingTotal expenses: 91.27% of revenue

2021Expense mix: 89.0% mission · 6.6% management · 4.4% fundraisingTotal expenses: 109.53% of revenue

2020Expense mix: 87.8% mission · 8.4% management · 3.8% fundraisingTotal expenses: 80.30% of revenue

2019Expense mix: 83.6% mission · 12.1% management · 4.3% fundraisingTotal expenses: 101.26% of revenue

2018Expense mix: 83.1% mission · 12.4% management · 4.5% fundraisingTotal expenses: 96.28% of revenue

2017Expense mix: 83.6% mission · 12.0% management · 4.5% fundraisingTotal expenses: 105.30% of revenue

Money in and money out

Revenue$18,638,348

Expenses$14,327,605

Annual surplus $4,310,743 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$12,705,246 · 88.7% of expenses

Management and office costs$919,544 · 6.4% of expenses

Fundraising$702,815 · 4.9% of expenses

See all reported dollar amounts

Revenue$18,638,348

Expenses$14,327,605

Assets$39,337,121

Income$18,770,365

Contributions$9,610,181

Mission work (program services)$12,705,246

Fundraising$702,815

Management and general$919,544

Stocks and bonds$19,615,493

Accounting fees$93,858

Investing fees$345

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

HELEN EATONCHIEF EXECUTIVE OFFICER · 65 hrs/week $268,851Base $260,829 · Other $8,022

PATRICK LEITERCHIEF INFORMATION OFFICER · 55 hrs/week $148,816Base $148,395 · Other $421

AMELIA SCHMERTZCHIEF ADVANCEMENT OFFICER · 55 hrs/week $132,734Base $129,700 · Other $3,034

MEGAN LOOBYCHIEF MARKETING & COMM. OFFICER · 40 hrs/week $103,057Base $100,525 · Other $2,532

LOLA ODUNSIFORMER CFO (06/24-02/25) · 65 hrs/week $82,670Base $78,325 · Other $4,345

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (34)

HELEN EATONCHIEF EXECUTIVE OFFICER

PATRICK LEITERCHIEF INFORMATION OFFICER

AMELIA SCHMERTZCHIEF ADVANCEMENT OFFICER

MEGAN LOOBYCHIEF MARKETING & COMM. OFFICER

LOLA ODUNSIFORMER CFO (06/24-02/25)

RACHEL VANCETRUSTEE

PHILIP N RUSSOTRUSTEE

ROBIN SHAPIROTRUSTEE

NATE BRONSTEINVICE PRESIDENT (MLC)

MICHAEL ARMENTOCFO (AS OF 06/25)

JIM WHITTONTRUSTEE

MARY BETH KRAMERVICE PRESIDENT (KNE)

STEVE UTKUSTRUSTEE

KEVIN CUNNINGHAMTREASURER

KEN WEINERVICE PRESIDENT (GTN)

JUSTIN KLEINTRUSTEE

JOHN ALSHEFSKITRUSTEE

SUSAN GLEEKSMANTRUSTEE

JOEL SMITHTRUSTEE

JIM RIESENBACHTRUSTEE

JEFFREY MARGOLIESTRUSTEE

JEFFREY LEVINSOHNTRUSTEE

JEANNINE WEBBERTRUSTEE

GUISSOU DABIRIVICE PRESIDENT (WFB)

FRANCES MCNEALTRUSTEE

ELLEN S FRIEDELLTRUSTEE

DAVID CONNORASSISTANT SECRETARY

DANA BROWNPRESIDENT

CRYSTLE ROYE-GILLTRUSTEE

BRUCE LETOCHAIR OF TRUSTEES

BRIAN ROTHENBERGTRUSTEE

BRIAN PINHEIROASSISTANT TREASURER

BARBARA MENINVICE PRESIDENT (WGB)

ANDREW EISENSTEINSECRETARY

About this charity

Recognized since: January 1932
Location: PO BOX 63966, PHILADELPHIA, PA 19147-7966
County: Philadelphia
In care of: HELEN EATON
Primary officer: HELEN EATON, CHIEF EXECUTIVE OFFICER

How to reach them

WebsiteVisit the charity’s website Phone(215) 320-2600

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: WIPFLI ADVISORY LLC
NTEE classification: Arts, Culture & Humanities (A6E0)