WESTCHESTER RESIDENTIAL OPPORTUNITIES INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WESTCHESTER RESIDENTIAL OPPORTUNITIES INC (EIN 13-2617705)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-23
- IRS object ID
- 202342359349300049
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-23T12:11:07-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132617705 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTCHESTER RESIDENTIAL OPPORTUNITIES | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 9144284507 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 470 MAMARONECK AVENUE 410 | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10605 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETSY ELLISON | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 9144284507 | PhoneNum |
| Signature | 2023-08-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BETSY | PersonFirstNm |
| Person Last | ELLISON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2023-08-23 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARLENE ZARFES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 470 MAMARONECK AVENUE 410 | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,053,204 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WROINC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | WESTCHESTER RESIDENTIAL OPPORTUNITIES, INC. (WRO) IS A NON-PROFIT ORGANIZATION WHOSE MISSION IS TO PROMOTE EQUAL, AFFORDABLE, AND ACCESSIBLE HOUSING OPPORTUNITIES FOR ALL RESIDENTS OF OUR REGION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 50 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,881,020 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,657,882 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $241,143 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $369,287 | CYProgramServiceRevenueAmt |
| PY Investment Income | $74 | PYInvestmentIncomeAmt |
| CY Investment Income | $26,035 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,122,237 | PYTotalRevenueAmt |
| CY Total Revenue | $7,053,204 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,525,622 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,072,506 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,579,190 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,909,509 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $92,652 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $519,866 | PYOtherExpensesAmt |
| CY Other Expenses | $644,591 | CYOtherExpensesAmt |
| PY Total Expenses | $3,624,678 | PYTotalExpensesAmt |
| CY Total Expenses | $5,626,606 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $497,559 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,426,598 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,295,661 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,135,150 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $782,451 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,062,124 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,513,210 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,073,026 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WESTCHESTER RESIDENTIAL OPPORTUNITIES (WRO) IS A HUD-CERTIFIED HOUSING COUNSELING AGENCY WITH SPECIALIZED PROGRAMS TO COMBAT HOUSING DISCRIMINATION, AND TO ASSIST FIRST TIME HOMEBUYERS, THE ELDERLY AND THOSE FACING EVICTION OR MORTGAGE DEFAULT. ADDITIONALLY, WRO PROVIDES HOUSING AND CASE MANAGEMENT FOR PEOPLE WITH MENTAL ILLNESS. WRO PROMOTES HOUSING MOBILITY AND STABILITY FOR MARGINALIZED POPULATIONS, AND LOW-TO-MODERATE INCOME GROUPS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,274,196 | ExpenseAmt |
| Grant | $800,267 | GrantAmt |
| Revenue | $193,054 | RevenueAmt |
| Desc | INDEPENDENT LIVING PROGRAMTHE INDEPENDENT LIVING PROGRAM CONSISTS OF OUR SUPPORTED HOUSING APARTMENT PROGRAM, OUR SINGLE ROOM OCCUPANCY (SRO) PROGRAM, AND AN EDUCATION AND OUTREACH COMPONENT. IN 2022, THE SUPPORTED HOUSING PROGRAM PROVIDED INDIVIDUALIZED HOUSING-RELATED CASE MANAGEMENT SERVICES AND RENTAL ASSISTANCE TO 45 ADULTS RECOVERING FROM SERIOUS MENTAL ILLNESS, WHO WISH TO OBTAIN PERMANENT, AFFORDABLE, AND INDEPENDENT HOUSING. THE SINGLE ROOM OCCUPANCY PROGRAM STAFF PROVIDED HOUSING AND SUPPORTIVE SERVICES AND SUPERVISION TO ADULTS RESIDING IN OUR 9 BEDROOM SRO IN 2022.ADDITIONALLY, WRO PROVIDES HOUSING, HOMELESS OUTREACH, AND CASE MANAGEMENT FOR PEOPLE WITH MENTAL ILLNESS. WRO PROMOTES HOUSING MOBILITY AND STABILITY FOR MARGINALIZED POPULATIONS, AND LOW-TO-MODERATE INCOME GROUPS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,616,336 | ExpenseAmt |
| Grant | $2,179,420 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | EVICTION PREVENTION & RENTAL ASSISTANCE PROGRAMWRO ASSISTS QUALIFIED HOUSEHOLDS FACING RENTAL AND/OR UTILITY ARREARS, BY PROVIDING FINANCIAL ASSISTANCE GRANTS AGAINST THOSE ARREARS. WRO ALSO WORKS WITH HOUSEHOLDS LOOKING TO SECURE RENTAL HOUSING BY PROVIDING FINANCIAL ASSISTANCE GRANTS FOR SECURITY DEPOSITS, MOVING EXPENSES, FIRST MONTH'S RENT, ETC. IN ADDITION TO PROVIDING FINANCIAL ASSISTANCE, THE PROGRAM (1) PROVIDES COUNSELING TO PRIMARILY LOW-TO-MODERATE INCOME HOUSEHOLDS TO FIND AND MAINTAIN AFFORDABLE HOUSING, (2) NEGOTIATES WITH LANDLORDS TO HELP KEEP PEOPLE HOUSED, AND (3) MAKES REFERRALS AS APPROPRIATE TO LOCATE ADDITIONAL SOURCES OF FINANCIAL AND OTHER FORMS OF ASSISTANCE. IN 2022, THE PROGRAM ASSISTED ROUGHLY 1,000 INDIVIDUALS AND FAMILIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $673,539 | ExpenseAmt |
| Grant | $454 | GrantAmt |
| Revenue | $110,000 | RevenueAmt |
| Desc | FAIR HOUSING PROGRAMWRO'S FAIR HOUSING PROGRAM WORKS TO ELIMINATE DISCRIMINATION IN THE HOUSING AND LENDING MARKETS. THE PROGRAM HANDLES COMPLAINTS AND CONDUCTS INVESTIGATIONS, INCLUDING BOTH SYSTEMIC AND COMPLIANT-BASED TESTING, AND ACCESSIBLE DESIGN AND CONSTRUCTION INVESTIGATIONS. ACCESSIBLE DESIGN AND CONSTRUCTION SURVEYS ARE CONDUCTED TO PROMOTE HOUSING ACCESS FOR PEOPLE WITH DISABILITIES. WRO'S FAIR HOUSING PROGRAM PROVIDES EDUCATION AND OUTREACH TO CONSUMERS, CIVIC AND BUSINESS AND OTHER NON-PROFIT ORGANIZATIONS, AND TRAINS REAL ESTATE PROFESSIONALS, CO-OP BOARDS AND MANAGEMENT COMPANIES TO COMPLY WITH FAIR HOUSING LAWS. IN 2022, APPROXIMATELY 150 FAMILIES AND INDIVIDUALS WERE ASSISTED WITH FAIR HOUSING COMPLAINTS, AND OVER 450 REAL ESTATE PROFESSIONALS AND 90 CO-OP APARTMENT DIRECTORS WERE TRAINED IN OUR FAIR HOUSING WORKSHOPS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $430,835 | ExpenseAmt |
| Grant | $92,365 | GrantAmt |
| Revenue | $66,233 | RevenueAmt |
| Desc | HOME OWNERSHIP PROGRAMSWRO PROVIDES ASSISTANCE TO QUALIFIED HOUSEHOLDS IN TWO AREAS: (A) FIRST-TIME HOMEBUYING (PROVIDING EDUCATION AND COUNSELING PROGRAMS IN SPANISH AND ENGLISH ON THE HOMEBUYING PROCESS, AS WELL AS FACILITATING ACCESS TO VARIOUS DOWN-PAYMENT AND CLOSING COST ASSISTANCE PROGRAMS). IN 2022, 227 INDIVIDUALS PARTICIPATED IN OUR HOMEBUYING WORKSHOPS, AND 25 CLIENTS PURCHASED A HOME, INCLUDING 18 WHO RECEIVED A TOTAL OF $152,334 IN GRANTS TO PURCHASE THEIR HOMES. (B) MORTGAGE FORECLOSURE PREVENTION (ASSISTING HOMEOWNERS WHO ARE FACING FORECLOSURE DUE TO TEMPORARY INTERRUPTIONS IN INCOME OR FINANCIAL HARDSHIP, INCLUDING EXPLORING POSSIBLE OPTIONS AVAILABLE WITH THEIR LENDER). IN 2022, WE SERVED 135 CLIENTS, AND CLOSED ON 70 LOAN MODIFICATIONS OR REINSTATEMENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $430,835 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $92,365 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $66,233 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,994,906 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 128 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 50 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH ELLISON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9144284507 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 470 MAMARONECK AVENUE 410 | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10605 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| MARGARET M FLINT ESQ | |||||||
| CO-CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LEAH CARO | |||||||
| CO-CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DEBRA BUDETTI | |||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS RICE ESQ | |||||||
| ASSISTANT SECRETARY | 1.00 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HENRY J CARNAGE | |||||||
| TREASURER | 1.00 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LAURENCE BEILENSON | |||||||
| ASSISTANT TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TRAVIS BOWENS | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH A DISALVO ESQ | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BARRY KRAMER | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JODEE MACDONALD | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID MOORE | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS D PARKER ESQ | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DEBRA THOMPSON | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WENDY MARIE WEATHERS ESQ | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ALAN R WOLFERT ESQ | |||||||
| BOARD MEMBER | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| NICK BEILENSON | |||||||
| BOARD MEMBER THRU 02/22/2022 | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LINDA M GRACE-HEYWARD | |||||||
| BOARD MEMBER THRU 03/29/2022 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA PUOPLO | |||||||
| BOARD MEMBER THRU 09/20/2022 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARLENE ZARFES | |||||||
| EXECUTIVE DIRECTOR | 34.00 | 1.00 | Yes (X) | $125,576 | $0 | $17,176 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $125,576 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $17,176 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $4,904,613 | GovernmentGrantsAmt |
| All Other Contributions | $1,753,269 | AllOtherContributionsAmt |
| Total Contributions | $6,657,882 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENTAL INCOME | 532000 | $193,054 | $193,054 |
| SETTLEMENT INCOME | 532000 | $110,000 | $110,000 |
| PROGRAM FEES | 900099 | $66,233 | $66,233 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $369,287 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,035 | TotalRevenueColumnAmt |
| Exclusion | $26,035 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,053,204 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $369,287 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $26,035 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,300 | TotalAmt |
| Program Services | $43,300 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,029,206 | TotalAmt |
| Program Services | $3,029,206 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,751 | TotalAmt |
| Program Services | $71,376 | ProgramServicesAmt |
| Management And General | $71,375 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,449,311 | TotalAmt |
| Program Services | $1,200,452 | ProgramServicesAmt |
| Management And General | $188,192 | ManagementAndGeneralAmt |
| Fundraising | $60,667 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,538 | TotalAmt |
| Program Services | $139,253 | ProgramServicesAmt |
| Management And General | $23,338 | ManagementAndGeneralAmt |
| Fundraising | $6,947 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,909 | TotalAmt |
| Program Services | $118,478 | ProgramServicesAmt |
| Management And General | $23,754 | ManagementAndGeneralAmt |
| Fundraising | $5,677 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,451 | TotalAmt |
| Program Services | $5,451 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,650 | TotalAmt |
| Management And General | $46,650 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,092 | TotalAmt |
| Program Services | $29,557 | ProgramServicesAmt |
| Management And General | $97,158 | ManagementAndGeneralAmt |
| Fundraising | $1,377 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,399 | TotalAmt |
| Program Services | $2,679 | ProgramServicesAmt |
| Management And General | $105 | ManagementAndGeneralAmt |
| Fundraising | $1,615 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,733 | TotalAmt |
| Program Services | $51,943 | ProgramServicesAmt |
| Management And General | $11,405 | ManagementAndGeneralAmt |
| Fundraising | $7,385 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,836 | TotalAmt |
| Program Services | $68,761 | ProgramServicesAmt |
| Management And General | $17,780 | ManagementAndGeneralAmt |
| Fundraising | $3,295 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,979 | TotalAmt |
| Program Services | $90,367 | ProgramServicesAmt |
| Management And General | $29,898 | ManagementAndGeneralAmt |
| Fundraising | $3,714 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,333 | TotalAmt |
| Program Services | $57,277 | ProgramServicesAmt |
| Management And General | $7,957 | ManagementAndGeneralAmt |
| Fundraising | $99 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,015 | TotalAmt |
| Management And General | $5,015 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,887 | TotalAmt |
| Program Services | $34,129 | ProgramServicesAmt |
| Management And General | $15,123 | ManagementAndGeneralAmt |
| Fundraising | $1,635 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REPAIRS AND MAINTENANCE | Desc |
| Total | $54,216 | TotalAmt |
| Program Services | $52,677 | ProgramServicesAmt |
| Management And General | $1,298 | ManagementAndGeneralAmt |
| Fundraising | $241 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,626,606 | TotalAmt |
| Program Services | $4,994,906 | ProgramServicesAmt |
| Management And General | $539,048 | ManagementAndGeneralAmt |
| Fundraising | $92,652 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,963 | BOYAmt |
| EOY | $618,896 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $607,674 | BOYAmt |
| EOY | $51,910 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,489,182 | BOYAmt |
| EOY | $1,717,921 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $39,505 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,809 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,836 | BOYAmt |
| EOY | $15,696 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,075 | BOYAmt |
| EOY | $1,575,695 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $434,931 | BOYAmt |
| EOY | $1,155,032 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,295,661 | BOYAmt |
| EOY | $5,135,150 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,807 | BOYAmt |
| EOY | $47,357 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $735,644 | BOYAmt |
| EOY | $277,472 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $737,295 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $782,451 | BOYAmt |
| EOY | $1,062,124 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,755,988 | BOYAmt |
| EOY | $3,701,205 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $757,222 | BOYAmt |
| EOY | $371,821 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,513,210 | BOYAmt |
| EOY | $4,073,026 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,295,661 | BOYAmt |
| EOY | $5,135,150 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,426,598 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $316 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $132,903 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,499,162 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,408,135 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,274,707 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,823,118 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,657,882 | CurrentTaxYearAmt |
| Total | $18,663,004 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,499,162 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,408,135 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,274,707 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,823,118 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,657,882 | CurrentTaxYearAmt |
| Total | $18,663,004 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $667,044 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,995,960 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $110 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $123 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $72 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $74 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,035 | CurrentTaxYearAmt |
| Total | $26,414 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,621 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $11,572 | CurrentTaxYearMinus2YearsAmt |
| Total | $18,193 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,707,611 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,234,464 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.96200 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99080 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISC INCOME - 2018 AMOUNT: $ 6,621. BAD DEBT RECOVERY - 2020 AMOUNT: $ 11,572. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $1,180 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $1,180 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION'S LOBBYING EXPENSES ARE RELATED TO INVOLVEMENT IN FAIR HOUSING LEGISLATION, DISCUSSIONS WITH LEGISLATORS AND LEGISLATIVE STAFF, AS WELL AS COLLABORATION WITH LOBBYING GROUPS IN RELATION TO FAIR HOUSING LAWS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,550 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,854 | DepreciationAmt |
| Book Value | $15,696 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,955 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,955 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,696 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OPERATING LEASE ASSETS | $727,439 |
| SECURITY DEPOSITS | $7,736 |
| DUE FROM RELATED PARTY | $419,857 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,155,032 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $737,295 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $737,295 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,064,520 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $316 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $11,000 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $11,316 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,053,204 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,053,204 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,636,294 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $11,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $41,988 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $52,988 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,583,306 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $43,300 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $43,300 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,626,606 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2019. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CONSOLIDATED EXPENSES INCLUDED ON RELATED ORGANIZATION'S FORM 990 41,988. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ELIMINATIONS ON CONSOLIDATED FINANCIAL STATEMENTS 43,300. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIRNAM WOOD ASSOCIATES LTD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 470 MAMARONECK AVENUE | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 133756602 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $43,300 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | NEW ROOF ON WALLER AVE. BUILDING | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | RENTAL AND MORTGAGE ASSISTANCE | GrantTypeTxt |
| Recipient | 214 | RecipientCnt |
| Cash Grant | $3,029,206 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WRO ASSISTS HOMEOWNERS WHO ARE EXPERIENCING TEMPORARY INTERRUPTIONS IN INCOME OR FINANCIAL HARDSHIP, SUCH AS FOR ILLNESS, CAUSING NONPAYMENT OF THE MORTGAGE. WRO WORKS WITH HOMEOWNERS AND THE LENDER FOR POSSIBLE OPTIONS AVAILABLE TO RESOLVE FINANCIAL HARDSHIPS THEY ARE FACING SO THEY DON'T GO INTO FORECLOSURE. IN OUR MORTGAGE ASSISTANCE PROGRAM (MAP) WE HELP KEEP NEW YORKERS IN THEIR HOMES BY MAKING MORTGAGE LOANS UP TO $40,000 TO HOMEOWNERS WHO ARE AT RISK OF FORECLOSURE AND ARE UNABLE TO GET ANY ASSISTANCE FROM OTHER FORECLOSURE PREVENTION PROGRAMS. HOMEOWNERS AND RENTERS FILL OUT AN APPLICATION. EACH APPLICANT MUST BE AT "IMMINENT RISK" OF LOSING THEIR HOME AND MUST PROVIDE PROOF OF HARDSHIP. THE APPLICANTS MUST PROVIDE PROOF OF THE ABILITY TO PAY FUTURE MONTHS' RENT IF ASSISTED. IF CHOSEN, WRO WRITES A CHECK DIRECTLY TO THE LENDER OR LANDLORD ON BEHALF OF THE APPLICANT. DURING THE TAX YEAR, THE ORGANIZATION RECEIVED FUNDS FOR A NEW ROOF ON THE WALLER AVENUE BUILDING. THESE FUNDS WERE TRANSFERRED TO ITS RELATED PARTY, BIRNAM WOODS ASSOCIATES, LTD. FOR USE ON THE NEW ROOF. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, QUESTION 5, AND PART V, QUESTION 2A: | THE ORGANIZATION CONTRACTED WITH A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) FOR SERVICES, INCLUDING BUT NOT LIMITED TO, PAYROLL, TIMEKEEPING, EMPLOYEE BENEFITS, HR ADMINISTRATION AND WORKFORCE REGULATORY COMPLIANCE NEEDS. AS THE EMPLOYER OF RECORD FOR TAX PURPOSES, FORMS W-2 AND W-3 ARE ISSUED BY THE PEO AND FILED UNDER THE PEO'S FEDERAL EIN. IN THIS CO-EMPLOYMENT ARRANGEMENT, THE ORGANIZATION IS THE COMMON LAW EMPLOYER AND, ACCORDINGLY, COMPENSATION IS REPORTED ON FORM 990, PART VII, SECTION A AND PART IX, LINES 5-10. |
| FORM 990, PART VI, SECTION A, LINE 2 | NICK BEILENSON AND LAURENCE BEILENSON HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE BOARD OF DIRECTORS AMENDED THE BY-LAWS IN APRIL 2022 TO REMOVE THE FOUNDER OF THE ORGANIZATION FROM THE OFFICER POSITION. |
| FORM 990, PART VI, SECTION B, LINE 11B | WESTCHESTER RESIDENTIAL OPPORTUNITIES, INC. HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT, THE FINANCE COMMITTEE AND THE EXECUTIVE COMMITTEE AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS ELECTRONICALLY SENT TO THE BOARD FOR REVIEW BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL DIRECTORS, OFFICERS, AND WRO EMPLOYEES MUST DISCLOSE ANY RELEVANT INTEREST OF AN INTERESTED PARTY OR RELATED PARTY AS THEY RELATE TO SUCH DIRECTOR, OFFICER, OR WRO EMPLOYEE WHICH MAY POSE A POTENTIAL CONFLICT OF INTEREST. IF A POTENTIAL CONFLICT OCCURS, THE DIRECTOR, OFFICER, OR WRO EMPLOYEE TO WHOM THE POTENTIAL CONFLICT OF INTEREST RELATES MAY OFFER FACTUAL INFORMATION TO THE BOARD OR COMMITTEE; BUT NO SUCH DIRECTOR, OFFICER, OR WRO EMPLOYEE IS TO VOTE ON SUCH MATTER. THE EVENT MUST BE RECORDED IN THE MINUTES OF THE MEETING OF THE BOARD OR COMMITTEE. DISCLOSURE STATEMENTS ARE REVIEWED AND SIGNED OFF ON ANNUALLY BY EACH BOARD MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PERSONNEL COMMITTEE SHALL (1) PREPARE AND, FROM TIME TO TIME WITH THE PARTICIPATION OF THE EXECUTIVE DIRECTOR, UPDATE THE JOB DESCRIPTION OF THE EXECUTIVE DIRECTOR; (2) MEET WITH THE EXECUTIVE DIRECTOR PRIOR TO THE YEAR THAT THE EXECUTIVE DIRECTOR'S JOB PERFORMANCE WILL BE EVALUATED AND ESTABLISH FINANCIAL, PROGRAMMATIC AND OPERATIONAL GOALS TO BE MET BY THE EXECUTIVE DIRECTOR DURING THE EVALUATION YEAR, AND (3) WITHIN 45 DAYS AFTER THE END OF THE EVALUATION YEAR, MAKE RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE REGARDING THE PERFORMANCE OF THE EXECUTIVE DIRECTOR DURING THE EVALUATION YEAR AND ANY PROPOSED CHANGE TO THE EXECUTIVE DIRECTOR'S COMPENSATION. THE PERSONNEL COMMITTEE SHALL BE COMPRISED OF ONLY THOSE MEMBERS OF THE BOARD OF DIRECTORS WHO HAVE NO CONFLICT OF INTEREST. THE PERSONNEL COMMITTEE'S CONCLUSIONS REGARDING THE EXECUTIVE DIRECTOR'S PERFORMANCE DURING THE EVALUATION YEAR SHALL BE BASED ON WHETHER AND TO WHAT EXTENT THE EXECUTIVE DIRECTOR (A) MET OR EXCEEDED THE OBLIGATIONS ESTABLISHED IN THE JOB DESCRIPTION AND (B) MET OR EXCEEDED THE GOALS. WHETHER THERE SHALL BE A CHANGE IN THE EXECUTIVE DIRECTOR'S COMPENSATION SHALL BE REVIEWED WITH THE FINANCE COMMITTEE BASED ON HIS/HER PERFORMANCE EVALUATION, AVAILABILITY OF FUNDS AND REASONABLY AVAILABLE INFORMATION REGARDING COMPENSATION PAID BY AT LEAST THREE COMPARABLE ORGANIZATIONS IN THE SAME OR SIMILAR COMMUNITIES FOR SIMILAR POSITIONS INVOLVING SIMILAR SERVICES. WHERE PRACTICABLE, SUCH INFORMATION SHOULD INCLUDE (1) DOCUMENTED TELEPHONE INQUIRIES ABOUT SIMILAR POSITIONS IN NON-PROFIT AND FOR-PROFIT ORGANIZATIONS, (2) WRITTEN JOB OFFERS AT SIMILAR ORGANIZATIONS, (3) INFORMATION FROM THE FORM 990 FILINGS OF OTHER NON-PROFIT ORGANIZATIONS, (4) STUDIES BY INDEPENDENT COMPENSATION EXPERTS, AND/OR (5) INFORMATION AVAILABLE FROM RELIABLE, INDEPENDENT ORGANIZATIONS THAT GATHER AND PROVIDE THIS TYPE OF INFORMATION. THE PERSONNEL COMMITTEE SHALL DOCUMENT, IN THE MINUTES OF ITS PROCEEDINGS, THE REASONS SUPPORTING ITS RECOMMENDATIONS. THE PROCESS FOR DETERMINING THE EXECUTIVE DIRECTOR'S SALARY WAS UNDERTAKEN IN DECEMBER OF 2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST. |
| FORM 990, PART XI, LINE 9: | REFUNDABLE ADVANCE 132,902. ROUNDING 1. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIRNAM WOOD ASSOCIATES LTD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 470 MAMARONECK AVENUE | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133756602 | EIN |
| Primary Activities | PROVIDE HOUSING TO LOW INCOME MENTALLY ILL INDIVIDUALS | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTCHESTER RESIDENTIAL OPPORTUNITIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments