Civic Intelligence

Lifting Up Westchester Inc

EIN 13-3121606 • 501(c)3 • White Plains, NY

View Organization Page

Profile

Lifting up westchester's mission is restoring hope to westchester county's men, women and children in need by providing them with food, shelter and support-and lifting them to greater self-sufficiency with dignity and respect.

35 Orchard StreetWhite Plains, NY 10603

www.liftingupwestchester.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

40th percentile

0.10x

Higher debt load relative to assets than 40% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

38th percentile

0.14x

Higher debt load relative to revenue than 38% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

47th percentile

3.4%

Higher net margin than 47% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

45th percentile

3.8%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

29th percentile

-2.2%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$13,685,393

Up $494,835 (+3.8%) from 2023

Liabilities

Up

$1,397,443

Up $22,558 (+1.6%) from 2023

Net Assets

Up

$12,287,950

Up $472,277 (+4.0%) from 2023

Operations
Liabilities / Revenue38th percentileNet Margin47th percentile

Revenue

Down

$10,071,874

Down $228,273 (-2.2%) from 2023

Expenses

Up

$9,732,166

Up $663,929 (+7.3%) from 2023

Net Income

Down

$339,708

Down $892,202 (-72%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $3,779,601Liabilities 2010: $2,186,049Net Assets 2010: $1,593,5522010Assets 2011: $3,986,099Liabilities 2011: $2,286,389Net Assets 2011: $1,699,7102011Assets 2012: $4,016,065Liabilities 2012: $2,189,685Net Assets 2012: $1,826,3802012Assets 2013: $4,143,501Liabilities 2013: $1,896,672Net Assets 2013: $2,246,8292013Assets 2014: $8,000,780Liabilities 2014: $2,207,333Net Assets 2014: $5,793,4472014Assets 2015: $9,999,138Liabilities 2015: $1,975,367Net Assets 2015: $8,023,7712015Assets 2016: $10,770,598Liabilities 2016: $2,259,690Net Assets 2016: $8,510,9082016Assets 2017: $10,389,485Liabilities 2017: $2,572,949Net Assets 2017: $7,816,5362017Assets 2018: $10,342,029Liabilities 2018: $2,373,483Net Assets 2018: $7,968,5462018Assets 2019: $11,109,921Liabilities 2019: $2,943,406Net Assets 2019: $8,166,5152019Assets 2020: $11,380,717Liabilities 2020: $1,651,582Net Assets 2020: $9,729,1352020Assets 2021: $11,378,064Liabilities 2021: $770,371Net Assets 2021: $10,607,6932021Assets 2022: $12,242,511Liabilities 2022: $1,727,742Net Assets 2022: $10,514,7692022Assets 2023: $13,190,558Liabilities 2023: $1,374,885Net Assets 2023: $11,815,6732023Assets 2024: $13,685,393Liabilities 2024: $1,397,443Net Assets 2024: $12,287,9502024

Highlighted filing

2024

Assets$13,685,393
Liabilities$1,397,443
Net Assets$12,287,950
Open 2024 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $8,475,1852010Expenses 2011: $8,664,4262011Expenses 2012: $8,884,0312012Revenue 2013: $9,508,446Expenses 2013: $9,095,650Net Income 2013: $412,7962013Revenue 2014: $13,333,426Expenses 2014: $9,785,676Net Income 2014: $3,547,7502014Revenue 2015: $13,265,451Expenses 2015: $11,024,708Net Income 2015: $2,240,7432015Revenue 2016: $12,487,331Expenses 2016: $12,014,755Net Income 2016: $472,5762016Revenue 2017: $12,092,097Expenses 2017: $12,349,633Net Income 2017: -$257,5362017Revenue 2018: $13,370,002Expenses 2018: $13,237,338Net Income 2018: $132,6642018Revenue 2019: $13,956,418Expenses 2019: $13,758,449Net Income 2019: $197,9692019Revenue 2020: $15,017,287Expenses 2020: $13,476,043Net Income 2020: $1,541,2442020Revenue 2021: $11,870,807Expenses 2021: $10,736,732Net Income 2021: $1,134,0752021Revenue 2022: $8,738,372Expenses 2022: $8,616,830Net Income 2022: $121,5422022Revenue 2023: $10,300,147Expenses 2023: $9,068,237Net Income 2023: $1,231,9102023Revenue 2024: $10,071,874Expenses 2024: $9,732,166Net Income 2024: $339,7082024

Highlighted filing

2024

Revenue$10,071,874
Expenses$9,732,166
Net Income$339,708
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,685,393
Liabilities
$1,397,443
Net assets
$12,287,950
Revenue
$10,071,874
Expenses
$9,732,166
Net income
$339,708
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.7$1.40$12.3$10.1$9.73$0.34
2023Detailed filing. Detailed filing data is available for this year.$13.2$1.37$11.8$10.3$9.07$1.23
2022Detailed filing. Detailed filing data is available for this year.$12.2$1.73$10.5$8.74$8.62$0.12
2021Detailed filing. Detailed filing data is available for this year.$11.4$0.77$10.6$11.9$10.7$1.13
2020Detailed filing. Detailed filing data is available for this year.$11.4$1.65$9.73$15.0$13.5$1.54
2019Detailed filing. Detailed filing data is available for this year.$11.1$2.94$8.17$14.0$13.8$0.20
2018Detailed filing. Detailed filing data is available for this year.$10.3$2.37$7.97$13.4$13.2$0.13
2017Detailed filing. Detailed filing data is available for this year.$10.4$2.57$7.82$12.1$12.3$0.26
2016Detailed filing. Detailed filing data is available for this year.$10.8$2.26$8.51$12.5$12.0$0.47
2015Summary only. Only limited summary data is available for this year.$10.00$1.98$8.02$13.3$11.0$2.24
2014Detailed filing. Detailed filing data is available for this year.$8.00$2.21$5.79$13.3$9.79$3.55
2013Detailed filing. Detailed filing data is available for this year.$4.14$1.90$2.25$9.51$9.10$0.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.02$2.19$1.83$8.88
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.99$2.29$1.70$8.66
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.78$2.19$1.59$8.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 11, 2025
Return Version
2024v5.2
Gross Receipts
$10,183,952
Mission and Program Overview

Mission

Lifting up westchester's mission is restoring hope to westchester county's men, women and children in need by providing them with food, shelter and support-and lifting them to greater self-sufficiency with dignity and respect.

lifting up westchester provides life-changing support to people who have lost their housing or are struggling to meet other basic needs. we partner with those we serve to build a more secure future for themselves and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,806,080$6,939,429▲ $133,349
Investments in Publicly Traded Securities$1,154,798$2,046,220▲ $891,422
Accounts Receivable$2,770,168$2,023,721▼ $746,447
Savings and Temporary Cash Investments$529,161$1,134,983▲ $605,822
Cash and Non-Interest-Bearing Accounts$554,267$446,010▼ $108,257
Pledges and Grants Receivable$32,454$0▼ $32,454
Prepaid Expenses and Deferred Charges$178,757$17,875▼ $160,882
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$13,190,558$13,685,393▲ $494,835
Other Assets Total$1,164,873$1,077,155▼ $87,718
Liabilities
Other Liabilities$1,058,638$993,425▼ $65,213
Accounts Payable and Accrued Expenses$306,532$404,018▲ $97,486
Deferred Revenue$9,715--
Total Liabilities$1,374,885$1,397,443▲ $22,558
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,464,801$11,752,063▲ $287,262
Net Assets With Donor Restrictions$350,872$535,887▲ $185,015
Total Net Assets Fund Balance$11,815,673$12,287,950▲ $472,277
Total Liabilities and Net Assets / Fund Balance$13,190,558$13,685,393▲ $494,835

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,507,762$3,492,354-
Other Land Buildings$131,047$265,398-
Land$255,000--
Equipment$45,620$66,498-
Other Assets Org$137,147--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anahaita KotvalCEOFT$176,800$22,500$199,300
Carl WilliamsCFOFT$107,174$12,552$119,726

Board Members and Trustees

NameTitle
George KontogiannisPresident
Despina KartsonVice President
Adil MistryDirector
Andrew HeathDirector
Angelina ColomboDirector
Calvin ChinDirector
Diane AparisioDirector
Dr Dana BryantDirector
Elena GalloDirector
Giuseppe SienaDirector
Janine DaughtryDirector
John MorrisonDirector
John SabaljaDirector
Kacy BradyDirector
Mamta MamikDirector
Neal SienaDirector
Ravi MittalDirector
Robert BrownDirector
Sandra BonillaDirector
Steve GrothDirector
Max GaujeanSecretary
Michael DinizoTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
AcsaInsurance10 RESEARCH PKYW STE 400, Wallingford, CT 06492$384,756
Daikin AppliedHvac Replacement13600 INDUSTRUAL PARK BOULEVARD, Plymouth, MN 55441$236,826
Open ArmsShelter Services86 E POST RD, White Plains, NY 10601$190,000
Justino Contracting INCGeneral Construction650 HALSTEAD AVE, Mamaroneck, NY 10543$176,535
280 Dobbs Ferry Rd Gem LLCclient rent payments66 FANSHAW AVE, Yonkers, NY 10705$172,065
Revenue and Support

Revenue Composition

Contributions and Grants
$9,774,395
Program Service Revenue
$209,998
Investment Income
$73,453
Other Revenue
$14,028
All Other Contributions
$1,799,855
Change in Net Assets
$339,708

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported Amount
Food Inventory$174,803
Clothing and Household Goods$89,836
Total Noncash Contributions$264,639

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,066,132
Revenue Not Reported on Financial Statements
$5,742
Revenue Not Reported on Form 990
$138,311
Total Revenue per Audited Statements
$10,204,443
Total Revenue per Form 990
$10,071,874
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,596,353
Grants and Similar Amounts Paid$2,991,293
Other Expenses$2,144,520
Total Fundraising Expense$440,333
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,781,633$448,835$222,587$3,453,055
Grants to Domestic Individuals$2,991,293--$2,991,293
Other Employee Benefits$436,397$63,437$39,880$539,714
Depreciation Depletion$458,533-$2,304$460,837
Current Officers, Directors, Trustees, and Key Employees$244,869$39,511$19,594$303,974
Payroll Taxes$249,222$33,048$17,340$299,610
All Other Expenses$161,733$44,997$12,908$219,638
Office Expenses$93,751$43,869$77,865$215,485
Fees for Services Other$104,674$36,428$19,588$160,690
Occupancy$75,711$83,364$160$159,235
Other Expenses$111,557$10,873$4,876$127,306
Insurance$73,769$3,744$7,240$84,753
Fees for Services Legal-$50,000-$50,000
Travel$40,613$23-$40,636
Fees for Services Accounting-$38,000-$38,000
Interest$2,161$445-$2,606
Total Functional Expenses$8,368,708$923,125$440,333$9,732,166

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,732,166
Total Expenses per Audited Statements$9,732,166
Total Expenses per Form 990$9,732,166
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$112,078
Fundraising Gross Income$112,078
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$406,289$83,141$83,141$0
Golf$76,520$28,937$28,937$0
Total Events$482,809$112,078$112,078-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Ability$799,157
Finance Lease Liability$144,268
Litigation Reserve$50,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The entire board reviews the 990 before filing. The board treasurer, chief executive officer, cheif financial officer, finance and executive committee review and approve 990 before it is filed.”

Form 990, Part VI, Section B, Line 12C

“THE CONFLICT OF INTEREST POLICY AND DISCLOSURE STATEMENT IS DISTRIBUTED ANNUALLY TO BOARD MEMBERS each january. UPDATED DISCLOSURE STATEMENTS ARE SUBMITTED BY BOARD MEMBERS ANNUALLY AND COLLECTED AND REVIEWED BY THE CHEIF EXECUTIVE OFFICER AND EXECUTIVE COMMITTEE.”

Form 990, Part VI, Section B, Line 15A

“ANNUALLY THE compensation FOR THE CHIEF EXECUTIVE OFFICER IS REVIEWED BY THE executive COMMITTEE OF THE BOARD AND COMPARED TO COMPARABILITY DATA. THE DELIBERATIONS AND THE DECISION ARE DOCUMENTED IN THE BOARD MINUTES.”

Form 990, Part VI, Section B, Line 15B

“The written compensation policy for executives will be in place for the 990”

Form 990, Part VI, Section C, Line 19

“agency website provides a COPY OF THE LATEST audited financial statements. IN ADDITION, GUIDESTAR HAS ALL PRIOR YEAR 990S.”

Filing and Contact Details

Filer

Filer Name
Lifting Up Westchester Inc
EIN
13-3121606
Phone
9149493098
Address
35 ORCHARD STREET, WHITE PLAINS, NY 10603

Signing Officer

Name
Adil Mistry
Title
Treasurer
Signed
2025-07-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anahaita Kotval
Formed
1979
Legal Domicile
Ny
Voting Board Members
21
Independent Board Members
21
Employees
113
Volunteers
2,029

Preparer

Firm
Berard & Associates Cpas Pc
Address
44 PARK AVE, SUFFERN, NY 10901
Preparer
George Morfogen
Phone
8453575668
Raw XML AppendixShowing 400 of 794 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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