Civic Intelligence

Westchester Public-Private Membership Fund-Aging Services Inc.

990 • Fiscal year 2019 • EIN 13-3631718

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 15, 2021

Organization ProfileWESTCHESTERPARTNERSHIP.ORG
9 South First Avenue 10th FLMount Vernon, NY 10550

(914) 813-6435

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

41st percentile

0.08x

Higher debt load relative to assets than 41% of similar nonprofits.

2019 filings • NTEE P • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

39th percentile

0.06x

Higher debt load relative to revenue than 39% of similar nonprofits.

2019 filings • NTEE P • $1M-$5M nonprofits • Source year 2019

Net Margin

30th percentile

-1.9%

Higher net margin than 30% of similar nonprofits.

2019 filings • NTEE P • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

31st percentile

$50,400

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2019 filings • NTEE P • $1M-$5M nonprofits • Source year 2019

Asset Growth

10th percentile

-15%

Faster asset growth than 10% of similar nonprofits.

2019 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

91st percentile

55%

Faster revenue growth than 91% of similar nonprofits.

2019 filings • NTEE P • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$824,079

Down $144,406 (-15%) from 2018

Net Assets

Down

$758,382

Down $21,485 (-2.8%) from 2018

Liabilities

Down

$65,697

Down $122,921 (-65%) from 2018

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin30th percentile

Revenue

Up

$1,139,212

Up $404,190 (+55%) from 2018

Expenses

Up

$1,160,697

Up $78,893 (+7.3%) from 2018

Net Income

Up

-$21,485

Up $325,297 (+94%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $508,805Liabilities 2010: $9,518Net Assets 2010: $499,2872010Assets 2011: $398,044Liabilities 2011: $5,293Net Assets 2011: $392,7512011Assets 2012: $320,317Liabilities 2012: $17,921Net Assets 2012: $302,3962012Assets 2013: $271,344Liabilities 2013: $16,792Net Assets 2013: $254,5522013Assets 2014: $1,503,627Liabilities 2014: $97,871Net Assets 2014: $1,405,7562014Assets 2015: $796,251Liabilities 2015: $77,209Net Assets 2015: $719,0422015Assets 2016: $513,580Liabilities 2016: $96,359Net Assets 2016: $417,2212016Assets 2017: $1,229,552Liabilities 2017: $102,903Net Assets 2017: $1,126,6492017Assets 2018: $968,485Liabilities 2018: $188,618Net Assets 2018: $779,8672018Assets 2019: $824,079Liabilities 2019: $65,697Net Assets 2019: $758,3822019Assets 2020: $877,793Liabilities 2020: $65,449Net Assets 2020: $812,3442020Assets 2021: $1,246,134Liabilities 2021: $275,609Net Assets 2021: $970,5252021Assets 2022: $1,307,502Liabilities 2022: $349,510Net Assets 2022: $957,9922022Assets 2023: $1,419,057Liabilities 2023: $368,259Net Assets 2023: $1,050,7982023Assets 2024: $1,460,319Liabilities 2024: $349,022Net Assets 2024: $1,111,2972024

Highlighted filing

2019

Assets$824,079
Liabilities$65,697
Net Assets$758,382
Open 2019 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $1,125,246Expenses 2010: $1,122,164Net Income 2010: $3,0822010Revenue 2011: $632,346Expenses 2011: $748,400Net Income 2011: -$116,0542011Expenses 2012: $750,5272012Revenue 2013: $1,129,693Expenses 2013: $1,177,537Net Income 2013: -$47,8442013Revenue 2014: $2,320,005Expenses 2014: $1,168,813Net Income 2014: $1,151,1922014Revenue 2015: $600,279Expenses 2015: $1,286,993Net Income 2015: -$686,7142015Revenue 2016: $754,957Expenses 2016: $1,056,778Net Income 2016: -$301,8212016Revenue 2017: $2,007,673Expenses 2017: $1,298,245Net Income 2017: $709,4282017Revenue 2018: $735,022Expenses 2018: $1,081,804Net Income 2018: -$346,7822018Revenue 2019: $1,139,212Expenses 2019: $1,160,697Net Income 2019: -$21,4852019Revenue 2020: $963,334Expenses 2020: $909,372Net Income 2020: $53,9622020Revenue 2021: $1,449,568Expenses 2021: $1,291,387Net Income 2021: $158,1812021Revenue 2022: $1,217,388Expenses 2022: $1,229,921Net Income 2022: -$12,5332022Revenue 2023: $1,505,623Expenses 2023: $1,412,817Net Income 2023: $92,8062023Revenue 2024: $2,248,848Expenses 2024: $2,188,349Net Income 2024: $60,4992024

Highlighted filing

2019

Revenue$1,139,212
Expenses$1,160,697
Net Income-$21,485
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 15, 2021
Return Version
2019v5.0
Gross Receipts
$1,139,212
Mission and Program Overview

Mission

To develop resources for services that will enable senior citizens to remain independent and active members of their communities and to improve access to social services.

The organization develops resources to provide services to seniors in westchester county, new york.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$558,551$565,667▲ $7,116
Pledges and Grants Receivable$384,420$214,460▼ $169,960
Savings and Temporary Cash Investments$25,514$25,540▲ $26
Prepaid Expenses and Deferred Charges-$18,412-
Total Assets$968,485$824,079▼ $144,406
Liabilities
Accounts Payable and Accrued Expenses$188,618$65,697▼ $122,921
Total Liabilities$188,618$65,697▼ $122,921
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$406,478$507,983▲ $101,505
Net Assets With Donor Restrictions$373,389$250,399▼ $122,990
Total Net Assets Fund Balance$779,867$758,382▼ $21,485
Total Liabilities and Net Assets / Fund Balance$968,485$824,079▼ $144,406
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mae CarpenterFund AdminisPT$50,400$50,400

Board Members and Trustees

NameTitle
Judy S FinkChair
William SmithChair-elect
Cornelia SchimertVice Chair
Melissa LangVice Chair
David Francis PutrinoBoard Mem-le
Elizabeth RodriguezBoard Mem-le
Eric TothBoard Mem-le
Helen FrankelBoard Mem-le
John SullivanBoard Mem-le
Spencer BarbackBoard Mem-le
Carol GreenbergBoard Mem-ne
Janice Lubin Kirschner CswBoard Mem-ne
Lynn ReichgottBoard Mem-ne
Amy AllenBoard Member
Anthony J EneaBoard Member
Christa Picciano DanielloBoard Member
Dorothea BellBoard Member
Karen YoungBoard Member
Lucia BankoBoard Member
Paul SchwarzBoard Member
Rita MabliBoard Member
Steven SchurkmanBoard Member
Geri BrooksSecretary
Mary GadomskiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,005,281
Program Service Revenue
$133,893
Investment Income
$38
Other Revenue
$0
All Other Contributions
$500,629
Change in Net Assets
$-21,485

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,139,212
Revenue Not Reported on Form 990
$366,720
Total Revenue per Audited Statements
$1,505,932
Total Revenue per Form 990
$1,139,212
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$944,182
Salaries, Compensation, and Employee Benefits$216,515
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$607,724--$607,724
Fees for Services Other$203,347$103,052-$306,399
Other Salaries and Wages$119,438$30,166-$149,604
Current Officers, Directors, Trustees, and Key Employees-$50,400-$50,400
Payroll Taxes$13,209$3,302-$16,511
Office Expenses$6,338$8,306-$14,644
Fees for Services Accounting-$12,662-$12,662
Insurance$1,968$785-$2,753
Total Functional Expenses$952,024$208,673$0$1,160,697

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,527,417
Expenses per Audited Statements$1,160,697
Total Expenses per Form 990$1,160,697
Expenses Not Reported on Form 990$366,720
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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, Page 6, Part VI, Line 11B

“Form 990 is prepared by an outside accounting firm. It is sent to the fund administrator and certain board members for review and recommendations prior to its submission.”

Form 990, Page 6, Part VI, Line 12C

“The board mandates that all members of managment and the governing body annually sign a conflict of interest policy and disclose any potential or actual conflicts that may exists.”

Form 990, Page 6, Part VI, Line 15A

“The board determines compensation by reviewing appropriate and adequate data to determine the reasonableness of compensation being considered.”

Form 990, Page 6, Part VI, Line 19

“The organization's 990 is available for public inspection on guidestar.org and charitiesnys.com. In addition, form 990,financial statements and other policies are available upon request.”

Filing and Contact Details

Filer

Filer Name
Westchester Publicprivate
EIN
13-3631718
Phone
9148136435
Address
9 SOUTH FIRST AVENUE 10TH FL, MOUNT VERNON, NY 10550
Doing Business As
See Schedule O

Signing Officer

Name
Mae Carpenter
Title
Fund Administrator
Phone
9148136435
Signed
2021-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mae Carpenter
Formed
1991
Legal Domicile
Ny
Voting Board Members
19
Independent Board Members
19
Employees
3
Volunteers
50

Preparer

Firm
Victor J Cannistra CPA Pc
Address
43 KENSICO DRIVE 2ND FLOOR, MOUNT KISCO, NY 10549-1009
Preparer
Victor J Cannistra CPA
Phone
9142413605
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item C

“See schedule o westchester public/private partnership for aging services”

Form 990, Part IX, Line 11G

“Outside consultants 203,347 103,052 0”

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements.”

Schedule D, Page 4, Part XIII

“The organization receives donated services and office space from westchester county. In addition, the organization receives donated professional services for various workshops and presentations from attorneys, financial planners and geriatric care managers.”

Raw XML AppendixShowing 400 of 492 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0188618
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt065697
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE ORGANIZATION DEVELOPS RESOURCES TO PROVIDE SERVICES TO SENIORS IN WESTCHESTER COUNTY, NEW YORK.
IRS990/AllOtherContributionsAmt0500629
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum09148136296
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt09 SOUTH FIRST AVENUE 10TH FL
IRS990/BooksInCareOfDetail/USAddress/CityNm0MOUNT VERNON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010550
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0558551
IRS990/CashNonInterestBearingGrp/EOYAmt0565667
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt050400
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt050400
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01005281
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt038
IRS990/CYOtherExpensesAmt0944182
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0133893
IRS990/CYRevenuesLessExpensesAmt0-21485
IRS990/CYSalariesCompEmpBnftPaidAmt0216515
IRS990/CYTotalExpensesAmt01160697
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01139212
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TELEHEALTH INTERVENTION PROGRAM FOR SENIOR SERVICES PROVIDE REMOTE HEALTH MONITORING SERVICES FOR SENIORS. LIVABLE COMMUNITIES IS A SET OF INFORMAL SERVICES PROVIDED BY VOLUNTEERS TO HELP SENIORS REMAIN IN THEIR HOMES AND CONTINUE TO BE PRODUCTIVE AND HAPPY CITIZENS. OTHER SENIOR PROGRAMS AND SERVICES INCLUDING SENIOR LAW DAY, SALUTE TO SENIORS, HALL OF FAME AND OTHERS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0SEE SCHEDULE O
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0373389
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0250399
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0952024
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt012662
IRS990/FeesForServicesAccountingGrp/TotalAmt012662
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0103052
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0203347
IRS990/FeesForServicesOtherGrp/TotalAmt0306399
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt231.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt241.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/PersonNm0MAE CARPENTER
IRS990/Form990PartVIISectionAGrp/PersonNm1JUDY S FINK
IRS990/Form990PartVIISectionAGrp/PersonNm2WILLIAM SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm3MELISSA LANG
IRS990/Form990PartVIISectionAGrp/PersonNm4CORNELIA SCHIMERT
IRS990/Form990PartVIISectionAGrp/PersonNm5MARY GADOMSKI
IRS990/Form990PartVIISectionAGrp/PersonNm6GERI BROOKS
IRS990/Form990PartVIISectionAGrp/PersonNm7DOROTHEA BELL
IRS990/Form990PartVIISectionAGrp/PersonNm8SPENCER BARBACK
IRS990/Form990PartVIISectionAGrp/PersonNm9CHRISTA PICCIANO DANIELLO
IRS990/Form990PartVIISectionAGrp/PersonNm10ANTHONY J ENEA
IRS990/Form990PartVIISectionAGrp/PersonNm11HELEN FRANKEL
IRS990/Form990PartVIISectionAGrp/PersonNm12STEVEN SCHURKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm13KAREN YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm14PAUL SCHWARZ
IRS990/Form990PartVIISectionAGrp/PersonNm15JOHN SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm16ERIC TOTH
IRS990/Form990PartVIISectionAGrp/PersonNm17AMY ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm18LUCIA BANKO
IRS990/Form990PartVIISectionAGrp/PersonNm19RITA MABLI
IRS990/Form990PartVIISectionAGrp/PersonNm20DAVID FRANCIS PUTRINO
IRS990/Form990PartVIISectionAGrp/PersonNm21ELIZABETH RODRIGUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm22CAROL GREENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm23JANICE LUBIN KIRSCHNER CSW
IRS990/Form990PartVIISectionAGrp/PersonNm24LYNN REICHGOTT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt050400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/TitleTxt0FUND ADMINIS
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEM-LE
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEM-LE
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEM-LE
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEM-LE
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEM-LE
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEM-LE
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD MEM-NE
IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD MEM-NE
IRS990/Form990PartVIISectionAGrp/TitleTxt24BOARD MEM-NE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GovernmentGrantsAmt0504652
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01139212
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt019
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0785
IRS990/InsuranceGrp/ProgramServicesAmt01968
IRS990/InsuranceGrp/TotalAmt02753
IRS990/InvestmentIncomeGrp/ExclusionAmt038
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt038
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt023
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ORGANIZATION DEVELOPS RESOURCES TO PROVIDE SERVICES TO SENIORS IN WESTCHESTER COUNTY, NEW YORK.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0779867
IRS990/NetAssetsOrFundBalancesEOYAmt0758382
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0406478
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0507983
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08306
IRS990/OfficeExpensesGrp/ProgramServicesAmt06338
IRS990/OfficeExpensesGrp/TotalAmt014644
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0DIRECT PROGRAM COSTS
IRS990/OtherExpensesGrp/ProgramServicesAmt0607724
IRS990/OtherExpensesGrp/TotalAmt0607724
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt030166
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0119438
IRS990/OtherSalariesAndWagesGrp/TotalAmt0149604
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03302
IRS990/PayrollTaxesGrp/ProgramServicesAmt013209
IRS990/PayrollTaxesGrp/TotalAmt016511
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0384420
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0214460
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018412
IRS990/PrincipalOfficerNm0MAE CARPENTER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0133893
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0133893
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0581464
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt038
IRS990/PYOtherExpensesAmt0923579
IRS990/PYProgramServiceRevenueAmt0153520
IRS990/PYRevenuesLessExpensesAmt0-346782
IRS990/PYSalariesCompEmpBnftPaidAmt0158225
IRS990/PYTotalExpensesAmt01081804
IRS990/PYTotalRevenueAmt0735022
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-21485
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0133893
IRS990/SavingsAndTempCashInvstGrp/BOYAmt025514
IRS990/SavingsAndTempCashInvstGrp/EOYAmt025540
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01005281
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0581465
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01849777
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0632237
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0490895
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04559655
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt038
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt038
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt021
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0172
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0132
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0401
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0668751
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt04559655
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01005281
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0581465
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01849777
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0632237
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0490895
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04559655
IRS990ScheduleA/TotalSupportAmt04560056
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0366720
IRS990ScheduleD/DonatedServicesUseFcltsAmt0366720
IRS990ScheduleD/ExpensesNotReportedAmt0366720
IRS990ScheduleD/ExpensesSubtotalAmt01160697
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt0366720
IRS990ScheduleD/RevenueSubtotalAmt01139212
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION RECEIVES DONATED SERVICES AND OFFICE SPACE FROM WESTCHESTER COUNTY. IN ADDITION, THE ORGANIZATION RECEIVES DONATED PROFESSIONAL SERVICES FOR VARIOUS WORKSHOPS AND PRESENTATIONS FROM ATTORNEYS, FINANCIAL PLANNERS AND GERIATRIC CARE MANAGERS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XIII
IRS990ScheduleD/TotalExpensesPerForm990Amt01160697
IRS990ScheduleD/TotalRevenuePerForm990Amt01139212
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01505932
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01527417

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$824,079
Liabilities
$65,697
Net assets
$758,382
Revenue
$1,139,212
Expenses
$1,160,697
Net income
-$21,485
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.35$1.11$2.25$2.19$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.42$0.37$1.05$1.51$1.41$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$0.35$0.96$1.22$1.23$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.28$0.97$1.45$1.29$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.07$0.81$0.96$0.91$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.82$0.07$0.76$1.14$1.16$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.19$0.78$0.74$1.08$0.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.10$1.13$2.01$1.30$0.71
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.10$0.42$0.75$1.06$0.30
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.08$0.72$0.60$1.29$0.69
2014Detailed filing. Detailed filing data is available for this year.$1.50$0.10$1.41$2.32$1.17$1.15
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.27$0.02$0.25$1.13$1.18$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.02$0.30$0.75
2011Summary only. Only limited summary data is available for this year.$0.40$0.01$0.39$0.63$0.75$0.12
2010Summary only. Only limited summary data is available for this year.$0.51$0.01$0.50$1.13$1.12$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $1M-$5M nonprofits