2021-10-14T13:00:24-05:00 2020-12-31 271728945 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE HARRISON NY 105281633 990 2020-01-01 132617705 WESTCHESTER RESIDENTIAL OPPORTUNITIES INC WEST 9144284507 470 MAMARONECK AVENUE NO 410 WHITE PLAINS NY 10605 MARGARET M FLINT CO-CHAIR 9144284507 2021-10-14 1 MARGARET FLINT 999009999 GARRETT M HIGGINS P00543209 9143818900 2021-10-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARLENE ZARFES 470 MAMARONECK AVENUE NO 410 WHITE PLAINS NY 10605 3531543 0 X WWW.WROINC.ORG X 1968 NY 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. 18 18 51 18 0 0 2463548 3324707 219061 195192 123 72 -7686 11572 2675046 3531543 793186 1074029 0 0 1259312 1476832 5000 2021 21667 469522 438984 2527020 2991866 148026 539677 1778309 2459131 180258 351816 1598051 2107315 X 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 AND MODERATE INCOME GROUPS. 0 0 1090255 638438 108657 INDEPENDENT LIVING PROGRAMTHE INDEPENDENT LIVING PROGRAM CONSISTS OF OUR SUPPORTED HOUSING APARTMENT PROGRAM, OUR SINGLE ROOM OCCUPANCY PROGRAM, AND AN EDUCATION AND OUTREACH COMPONENT. IN 2020, THE SUPPORTED HOUSING PROGRAM PROVIDED INDIVIDUALIZED HOUSING-RELATED CASE MANAGEMENT SERVICES AND RENTAL ASSISTANCE TO 41 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 11 ADULTS RESIDING IN OUR 9 BEDROOM SRO IN 2020. 488146 0 70200 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 2020, APPROXIMATELY 141 FAMILIES AND INDIVIDUALS WERE ASSISTED WITH FAIR HOUSING COMPLAINTS, AND HUNDREDS OF REAL ESTATE PROFESSIONALS WERE TRAINED IN OUR FAIR HOUSING WORKSHOPS. 379459 162639 0 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 2020, THE PROGRAM PROVIDED FINANCIAL ASSISTANCE TO 65 HOUSEHOLDS AND OTHER ASSISTANCE TO ALMOST 800 INDIVIDUALS. 639602 272952 16335 HOME OWNERSHIP AND ACCESSIBILITY 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, FACILITATING ACCESS TO VARIOUS DOWN-PAYMENT AND CLOSING COST ASSISTANCE PROGRAMS). IN 2020, 258 INDIVIDUALS PARTICIPATED IN OUR HOMEBUYING WORKSHOPS, AND 25 CLIENTS PURCHASED A HOME. (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 2020, WE SERVED 81 CLIENTS, AND CLOSED ON 45 LOAN MODIFICATIONS OR REINSTATEMENTS.ACCESS TO HOME IS A COMMUNITY COLLABORATIVE TO MAKE HOUSES AND APARTMENTS OF LOW-INCOME HOUSEHOLDS SIGNIFICANTLY MORE ACCESSIBLE FOR PERSONS IN WHEELCHAIRS AND WITH OTHER MOBILITY IMPAIRMENT. ITS FOCUS IS TO REDUCE HOUSING BARRIERS THAT LEAD TO NURSING HOME PLACEMENT AND TO PROMOTE INDEPENDENT LIVING. 639602 272952 16335 2597462 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 6 0 51 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X MARLENE ZARFES 9144284507 470 MAMARONECK AVENUE NO 410 WHITE PLAINS NY 10605 MARGARET M FLINT ESQ CO-CHAIR 1.00 X X 0 0 0 LEAH CARO CO-CHAIR 1.00 X X 0 0 0 NICK BEILENSON FOUNDER 1.00 2.00 X X 0 0 0 DEBRA BUDETTI SECRETARY 1.00 X X 0 0 0 THOMAS RICE ESQ ASSISTANT SECRETARY 1.00 X X 0 0 0 HENRY J CARNAGE TREASURER 1.00 2.00 X X 0 0 0 LAURENCE BEILENSON ASSISTANT TREASURER 1.00 X X 0 0 0 JOSEPH A DISALVO ESQ BOARD MEMBER 1.00 X 0 0 0 LINDA M GRACE-HEYWARD BOARD MEMBER 1.00 X 0 0 0 JAMES L HYER ESQ BOARD MEMBER 1.00 X 0 0 0 BARRY KRAMER BOARD MEMBER 1.00 X 0 0 0 JODEE MACDONALD BOARD MEMBER 1.00 X 0 0 0 DAVID MOORE BOARD MEMBER 1.00 X 0 0 0 DENNIS D PARKER ESQ BOARD MEMBER 1.00 X 0 0 0 WENDY MARIE WEATHERS ESQ BOARD MEMBER 1.00 X 0 0 0 LINDA PUOPLO BOARD MEMBER 1.00 X 0 0 0 DEBRA THOMPSON BOARD MEMBER 1.00 X 0 0 0 ALAN R WOLFERT ESQ BOARD MEMBER 1.00 2.00 X 0 0 0 MARLENE ZARFES EXECUTIVE DIRECTOR 34.00 1.00 X 110780 0 15535 110780 0 15535 1 0 0 0 0 2364379 960328 3324707 RENTAL INCOME 532000 108657 108657 SETTLEMENT INCOME 532000 70200 70200 PROGRAM FEES 900099 16335 16335 195192 72 72 BAD DEBT RECOVERY 900099 11572 11572 11572 3531543 195192 0 11644 1074029 1074029 126315 101247 24222 846 1114143 893036 213649 7458 131873 105702 25288 883 104501 83763 20039 699 45310 45310 21250 21250 2021 2021 16002 5561 10400 41 475 475 92250 82371 8649 1230 95268 79372 15440 456 83286 66757 15971 558 23320 15962 208 7150 8317 8317 37023 29675 7100 248 REPAIRS AND MAINTENANCE 16483 14202 2204 77 2991866 2597462 372737 21667 360826 651524 7479 507455 837914 689632 0 126 159601 45521 122399 114080 449691 496314 1778309 2459131 24582 37407 155676 314409 180258 351816 X 1512326 1575671 85725 531644 1598051 2107315 1778309 2459131 X 539677 -30413 X X 0 1 X 1 0 X 1927285 2250549 2499162 2433135 3324707 12434838 1927285 2250549 2499162 2433135 3324707 12434838 140159 12294679 3 13 110 123 72 321 13681 6621 11572 31874 12467033 1143179 0.98620 0.99800 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC INCOME - 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 13,681. 2018 AMOUNT: $ 6,621. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. BAD DEBT RECOVERY - 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 11,572. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 1540 0 1 1252 2792 0 PART II-B, LINE 1: 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. 100000 100000 52646 38566 14080 6955 6955 0 114080 DUE FROM RELATED PARTY 491828 SECURITY DEPOSITS 4486 496314 X 3833153 250900 50710 301610 3531543 0 3531543 3310143 250900 67377 318277 2991866 0 2991866 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, 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED REVENUE INCLUDED ON RELATED ORGANIZATION'S FORM 990 50,710. PART XII, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED EXPENSES INCLUDED ON RELATED ORGANIZATION'S FORM 990 67,377. 1 RENTAL AND MORTGAGE ASSISTANCE 140 1074029 0 SEE PART IV PART I, LINE 2: WRO PROVIDES FINANCIAL ASSISTANCE TO RENTERS AND HOMEOWNERS EXPERIENCING TEMPORARY INTERRUPTIONS IN INCOME OR OTHER FINANCIAL HARDSHIP (SUCH AS ILLNESS OR UNEMPLOYMENT) THAT RESULT IN NONPAYMENT OF THEIR RENT, MORTGAGE OR UTILITIES. RENTERS AND HOMEOWNERS MUST COMPLETE AN APPLICATION, BE AT "IMMINENT RISK" OF LOSING THEIR APARTMENT / HOME, AND MUST PROVIDE PROOF OF HARDSHIP, SUCH AS (1) FOR RENTERS, PROOF OF DENIAL FOR ASSISTANCE FROM THE LOCAL DEPARTMENT OF SOCIAL SERVICES, AND (2) FOR HOMEOWNERS, EVIDENCE OF NON-PAYMENT FROM LOAN SERVICERS OR BANKS. ONCE ELIGIBILITY IS ESTABLISHED, WRO MAKES FINANCIAL ASSISTANCE PAYMENTS DIRECTLY TO LANDLORDS OR LOAN SERVICERS / BANKS. 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 SUBSTANTIVE CHANGES TO THE BY-LAWS INCLUDE: (1) ACCURATELY REFLECTING THE EXISTENCE OF CERTAIN BOARD COMMITTEES, (2) DEFINING "FOR CAUSE" WITH RESPECT TO FOR CAUSE REMOVAL OF A DIRECTOR AND (3) MOVING CONFLICT OF INTEREST PROVISIONS INTO A SEPARATE CONFLICT OF INTEREST POLICY. 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 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. ONCE THE EXECUTIVE COMMITTEE, ON BEHALF OF THE BOARD, HAS APPROVED THE RETURN 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 2020. 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 AT 470 MAMARONECK AVENUE, SUITE 410, WHITE PLAINS, NY 10605 OR BY CALLING THE ORGANIZATION DIRECTLY AT (914) 428-4507. FORM 990, PART XI, LINE 9: REFUNDABLE ADVANCE -30,413. 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. BIRNAM WOOD ASSOCIATES LTD 470 MAMARONECK AVENUE WHITE PLAINS NY 10605 133756602 PROVIDE HOUSING TO LOW INCOME MENTALLY ILL INDIVIDUALS NY 501(C)(3) LINE 10 WESTCHESTER RESIDENTIAL OPPORTUNITIES INC 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0