2020-11-13T16:09:52-06:00 2019-12-31 271728945 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE HARRISON NY 105281633 990 2019-01-01 132617705 WESTCHESTER RESIDENTIAL OPPORTUNITIES INC WEST 9144284507 470 MAMARONECK AVENUE NO 410 WHITE PLAINS NY 10605 MARGARET M FLINT CO-CHAIR 9144284507 2020-11-13 1 GARRETT M HIGGINS P00543209 9143818900 2020-11-13 24.190.81.120 2020-11-13 16:09:47 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 9616F4B14A694591D1E716C270910E6FA5556DA3 2019 2021-01-29 14:40:06Z MARLENE ZARFES 470 MAMARONECK AVENUE NO 410 WHITE PLAINS NY 10605 2691882 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. 16 16 53 16 0 0 2503679 2463548 209781 219061 110 123 -45184 -7686 2668386 2675046 800497 793186 0 0 1328681 1259312 0 5000 17435 453856 469522 2583034 2527020 85352 148026 1747149 1778309 292606 180258 1454543 1598051 X WESTCHESTER RESIDENTIAL OPPORTUNTIES 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, WESTCHESTER RESIDENTIAL OPPORTUNITIES PROVIDES HOUSING AND CASE MANAGEMENT FOR PEOPLE WITH MENTAL ILLNESS. WESTCHESTER RESIDENTIAL OPPORTUNITIES PROMOTES HOUSING MOBILITY AND STABILITY FOR MINORITIES, AND LOW AND MODERATE INCOME GROUPS. 1 0 1041378 641012 125193 INDEPENDENT LIVING PROGRAMTHE INDEPENDENT LIVING PROGRAM CONSISTS OF OUR SUPPORTED HOUSING APARTMENT PROGRAM AND OUR SINGLE ROOM OCCUPANCY PROGRAM. THE SUPPORTED HOUSING PROGRAM PROVIDES INDIVIDUALIZED HOUSING-RELATED CASE MANAGEMENT SERVICES AND RENTAL ASSISTANCE TO 42 ADULTS RECOVERING FROM SERIOUS MENTAL ILLNESS, WHO WISH TO OBTAIN PERMANENT, AFFORDABLE, INDEPENDENT HOUSING. THE SINGLE ROOM OCCUPANCY PROGRAM, PROVIDES HOUSING AND SUPPORTIVE SERVICES AND SUPERVISION TO 9 ADULTS RESIDING IN OUR 9 BEDROOM SRO. 437040 60000 FAIR HOUSING PROGRAMWRO'S FAIR HOUSING PROGRAM WORKS TO ELIMINATE DISCRIMINATION IN THE HOUSING AND LENDING MARKETS THROUGH THE HANDLING OF COMPLAINTS, SYSTEMIC AND COMPLAINT-BASED TESTING AND OTHER INVESTIGATIONS, ACCESSIBILITY SURVEYS TO PROMOTE HOUSING ACCESS FOR PERSONS WITH DISABILITIES, EDUCATION AND OUTREACH FOR CONSUMERS, CIVIC AND BUSINESS ORGANIZATIONS AND OTHER HOUSING AGENCIES, THE TRAINING OF REAL ESTATE PROFESSIONALS, AND THE TRAINING OF CO-OP BOARDS AND MANAGEMENT COMPANIES. IN 2019, APPROXIMATELY 140 FAMILIES AND INDIVIDUALS WERE ASSISTED WITH FAIR HOUSING COMPLAINTS, AND HUNDREDS OF REAL ESTATE PROFESSIONALS WERE TRAINED IN OUR FAIR HOUSING WORKSHOPS. 380279 106674 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 2019 THE PROGRAM PROVIDED FINANCIAL ASSISTANCE TO 77 HOUSEHOLDS. 380326 45500 33868 HOME OWNERSHIP PROGRAMWRO 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), AND (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). ACCESS TO HOMEACCESS 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. WESTCHESTER RESIDENTIAL OPPORTUNITIES, INC. (WRO) IS THE LEAD AGENCY, RESPONSIBLE FOR OVERALL PROGRAM COORDINATION. WRO WORKS WITH PROPERTY OWNERS, BOTH LANDLORDS AND HOMEOWNERS, TO APPROVE PROPOSED WORK AND THEN CONTRACTS WITH LOCAL FIRMS TO MAKE SUBSTANTIAL HOME IMPROVEMENTS, SUCH AS: WIDENING DOORWAYS; LOWERING KITCHEN CABINETS; BATHROOM MODIFICATIONS; UPGRADING EXTERIOR RAMPS; LIFTS AND MUCH MORE USUALLY AT NO COST TO THE CONSUMER, HOMEOWNER OR LANDLORD. 380326 45500 33868 2239023 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 2 0 53 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 1 0 0 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 MARLENE ZARFES EXECUTIVE DIRECTOR 34.00 1.00 X 91586 0 10211 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 ALAN R WOLFERT ESQ SECRETARY 1.00 2.00 X X 0 0 0 DEBRA BUDETTI 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 THOMAS RICE ESQ BOARD MEMBER 1.00 X 0 0 0 WENDY MARIE WEATHERS ESQ BOARD MEMBER 1.00 X 0 0 0 91586 0 10211 0 0 0 0 0 48837 2026110 388601 2463548 RENTAL INCOME 532000 125193 125193 SETTLEMENT INCOME 532000 60000 60000 PROGRAM FEES 900099 33868 33868 219061 123 123 9150 48837 16836 -7686 -7686 2675046 219061 0 -7563 793186 793186 101797 91128 9824 845 933177 835379 90048 7750 135511 121310 13076 1125 88827 79518 8571 738 3500 3500 20500 18697 1684 119 500 500 5000 5000 65436 24599 40803 34 12830 830 12000 94602 85011 8024 1567 44051 40442 3370 239 89077 71601 17476 34516 33071 1427 18 9200 9200 42076 23248 18828 BAD DEBT EXPENSE 43323 7592 35731 REPAIRS AND MAINTENANCE 9911 9911 2527020 2239023 270562 17435 204763 360826 36455 7479 777832 837914 257841 135442 131606 122399 596493 449691 1747149 1778309 19719 24582 272887 155676 292606 180258 X 1330543 1512326 124000 85725 1454543 1598051 1747149 1778309 X 148026 -4518 X X 0 1 X 1 0 X 2129915 1927285 2250549 2503679 2463548 11274976 2129915 1927285 2250549 2503679 2463548 11274976 11274976 4 3 13 110 123 253 1954 1954 13681 6621 20302 11297485 1232203 0.99800 0.99800 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC INCOME - 2017 AMOUNT: $ 13,681. 2018 AMOUNT: $ 6,621. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 1 500 0 500 0 PART II-B, LINE 1: THE ORGANIZATIONS LOBBYING EXPENSES ARE RELATED TO INVOLVEMENT IN FAIR HOUSING RALLIES IN ALBANY, NY. 100000 100000 150886 129647 21239 6955 5795 1160 122399 DUE FROM RELATED PARTY 445205 SECURITY DEPOSITS 4486 449691 X 2796880 54518 67316 121834 2675046 0 2675046 2672676 54518 91138 145656 2527020 0 2527020 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, 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED REVENUE INCLUDED ON RELATED ORGANIZATION'S FORM 990 50,480. SPECIAL EVENT EXPENSES REPORTED ON PART VIII, LINE 8B 16,836. PART XII, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED EXPENSES INCLUDED ON RELATED ORGANIZATION'S FORM 990 74,302. SPECIAL EVENT EXPENSES REPORTED ON PART VIII, LINE 8B 16,836. AN EVENING HONORING LEAH CARO 57987 48837 9150 5830 500 10506 57987 48837 9150 5830 500 10506 16836 -7686 1 RENTAL AND MORTGAGE ASSISTANCE 556 793186 PART I, LINE 2: WRO ASSISTS RENTERS AND HOMEOWNERS WHO ARE EXPERIENCING TEMPORARY INTERRUPTIONS IN INCOME OR OTHER FINANCIAL HARDSHIP, SUCH AS ILLNESS OR UNEMPLOYMENT, RESULTING IN NONPAYMENT OF THEIR RENT, MORTGAGE, AND/OR UTILITIES. WRO WORKS WITH RENTERS, HOMEOWNERS, LANDLORDS, LENDERS AND UTILITY COMPANIES FOR AVAILABLE OPTIONS TO RESOLVE FINANCIAL HARDSHIPS IN ORDER TO AVOID EVICTION PROCEEDINGS, FORECLOSURE AND/OR UTILITY SHUT OFF. IN 2019 OUR GENERAL HOUSING DEPARTMENT ASSISTED OVER 400 HOUSEHOLDS, PROVIDING FINANCIAL ASSISTANCE TO 77 HOUSEHOLDS. OUR MORTGAGE FORECLOSURE PREVENTION PROGRAM IS FUNDED BY NYS, TO HELP NEW YORKERS WHO ARE AT RISK OF FORECLOSURE. IN 2019 THE PROGRAM SERVED 556 HOUSEHOLDS AND HELPED 40 OF THEM TO COMPLETE A WORKOUT. RENTERS AND HOMEOWNERS SEEKING ASSISTANCE MUST COMPLETE AN APPLICATION, BE AT "IMMINENT RISK" OF LOSING THEIR APARTMENT/HOME AND MUST PROVIDE PROOF OF HARDSHIP. ADDITIONALLY, APPLICANTS MUST PROVIDE PROOF OF ABILITY TO PAY FUTURE MONTHS' RENT OR MORTGAGE PAYMENTS. FORM 990, PART III, LINE 2 THE ORGANIZATION IMPLEMENTED THE ACCESS TO HOME PROGRAM IN 2019. FORM 990, PART VI, SECTION A, LINE 2 NICK BEILENSON AND LAURENCE BEILENSON HAVE A FAMILY RELATIONSHIP. 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 AND OFFICERS SHALL DISCLOSE ANY RELEVANT INTEREST OF AN INTERESTED PARTY OR RELATED PARTY AS THEY RELATE TO SUCH DIRECTOR OR OFFICER WHICH MAY POSE A POTENTIAL CONFLICT OF INTEREST. IF A POTENTIAL CONFLICT OCCURS, THE DIRECTOR OR OFFICER TO WHOM THE POTENTIAL CONFLICT OF INTEREST RELATES MAY OFFER FACTUAL INFORMATION TO THE BOARD OR COMMITTEE; BUT NO SUCH DIRECTOR OR OFFICER SHALL VOTE ON SUCH MATTER. THE EVENT SHALL 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. 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 -4,518. 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 AND SERVICES 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 1 0 0 0 1 1 1 1 0 0 BIRNAM WOOD ASSOCIATES LTD Q 445205 COST