Civic Intelligence

Birnam Wood Associates Ltd

EIN 13-3756602 • 501(c)3 • White Plains, NY

Profile

The organization was formed to own real estate used in providing housing and services to low and moderate income individuals who have mental health and/or substance abuse issues.

470 Mamaroneck AvenueWhite Plains, NY 10605

n/A

Siviq Scores

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

Liabilities / Assets

84th percentile

1.14x

Higher debt load relative to assets than 84% of similar nonprofits.

NTEE L • <$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

98th percentile

$172,834

Higher top officer pay than 98% of similar nonprofits.

NTEE L80 • <$500k nonprofits • Source year 2024

Asset Growth

59th percentile

0.5%

Faster asset growth than 59% of similar nonprofits.

NTEE L • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Assets

Up

$436,399

Up $2,188 (+0.5%) from 2023

Liabilities

Up

$498,942

Up $30,160 (+6.4%) from 2023

Net Assets

Down

-$62,543

Down $27,972 (-81%) from 2023

Revenue

Flat

$0

Flat from 2023

Expenses

Up

$27,972

Up $4,000 (+17%) from 2023

Net Income

Down

-$27,972

Down $4,000 (-17%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0-$200KAssets 2010: $543,858Liabilities 2010: $645,894Net Assets 2010: -$102,0362010Assets 2011: $580,358Liabilities 2011: $682,884Net Assets 2011: -$102,5262011Assets 2012: $565,958Liabilities 2012: $667,279Net Assets 2012: -$101,3212012Assets 2013: $554,671Liabilities 2013: $646,842Net Assets 2013: -$92,1712013Assets 2014: $541,681Liabilities 2014: $607,110Net Assets 2014: -$65,4292014Assets 2015: $543,677Liabilities 2015: $593,598Net Assets 2015: -$49,9212015Assets 2016: $480,202Liabilities 2016: $512,590Net Assets 2016: -$32,3882016Assets 2017: $512,429Liabilities 2017: $542,060Net Assets 2017: -$29,6312017Assets 2018: $544,736Liabilities 2018: $584,670Net Assets 2018: -$39,9342018Assets 2019: $381,449Liabilities 2019: $445,205Net Assets 2019: -$63,7562019Assets 2020: $411,405Liabilities 2020: $491,828Net Assets 2020: -$80,4232020Assets 2021: $418,534Liabilities 2021: $430,445Net Assets 2021: -$11,9112021Assets 2022: $409,258Liabilities 2022: $419,857Net Assets 2022: -$10,5992022Assets 2023: $434,211Liabilities 2023: $468,782Net Assets 2023: -$34,5712023Assets 2024: $436,399Liabilities 2024: $498,942Net Assets 2024: -$62,5432024

Highlighted filing

2024

Assets$436,399
Liabilities$498,942
Net Assets-$62,543

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $24,613Expenses 2010: $27,038Net Income 2010: -$2,4252010Revenue 2011: $26,063Expenses 2011: $26,553Net Income 2011: -$4902011Revenue 2012: $27,369Expenses 2012: $26,164Net Income 2012: $1,2052012Revenue 2013: $32,718Expenses 2013: $23,568Net Income 2013: $9,1502013Revenue 2014: $47,512Expenses 2014: $20,770Net Income 2014: $26,7422014Revenue 2015: $33,574Expenses 2015: $18,066Net Income 2015: $15,5082015Revenue 2016: $34,863Expenses 2016: $17,330Net Income 2016: $17,5332016Revenue 2017: $20,757Expenses 2017: $18,000Net Income 2017: $2,7572017Revenue 2018: $33,780Expenses 2018: $44,083Net Income 2018: -$10,3032018Revenue 2019: $50,480Expenses 2019: $74,302Net Income 2019: -$23,8222019Revenue 2020: $50,710Expenses 2020: $67,377Net Income 2020: -$16,6672020Revenue 2021: $0Expenses 2021: $31,488Net Income 2021: -$31,4882021Revenue 2022: $43,300Expenses 2022: $41,988Net Income 2022: $1,3122022Revenue 2023: $0Expenses 2023: $23,972Net Income 2023: -$23,9722023Revenue 2024: $0Expenses 2024: $27,972Net Income 2024: -$27,9722024

Highlighted filing

2024

Revenue$0
Expenses$27,972
Net Income-$27,972

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.36$4.99$0.63$0.00$0.28$0.28
2023Detailed filing. Detailed filing data is available for this year.$4.34$4.69$0.35$0.00$0.24$0.24
2022Detailed filing. Detailed filing data is available for this year.$4.09$4.20$0.11$0.43$0.42$0.01
2021Detailed filing. Detailed filing data is available for this year.$4.19$4.30$0.12$0.00$0.31$0.31
2020Detailed filing. Detailed filing data is available for this year.$4.11$4.92$0.80$0.51$0.67$0.17
2019Detailed filing. Detailed filing data is available for this year.$3.81$4.45$0.64$0.50$0.74$0.24
2018Detailed filing. Detailed filing data is available for this year.$5.45$5.85$0.40$0.34$0.44$0.10
2017Detailed filing. Detailed filing data is available for this year.$5.12$5.42$0.30$0.21$0.18$0.03
2016Detailed filing. Detailed filing data is available for this year.$4.80$5.13$0.32$0.35$0.17$0.18
2015Summary only. Only limited summary data is available for this year.$5.44$5.94$0.50$0.34$0.18$0.16
2014Summary only. Only limited summary data is available for this year.$5.42$6.07$0.65$0.48$0.21$0.27
2013Summary only. Only limited summary data is available for this year.$5.55$6.47$0.92$0.33$0.24$0.09
2012Summary only. Only limited summary data is available for this year.$5.66$6.67$1.01$0.27$0.26$0.01
2011Summary only. Only limited summary data is available for this year.$5.80$6.83$1.03$0.26$0.27$0.00
2010Summary only. Only limited summary data is available for this year.$5.44$6.46$1.02$0.25$0.27$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 28, 2025
Return Version
2024v5.2
Gross Receipts
$0
Mission and Program Overview

Mission

The organization was formed to own real estate used in providing housing and services to low and moderate income individuals who have mental health and/or substance abuse issues.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$434,211$436,399▲ $2,188
Total Assets$434,211$436,399▲ $2,188
Liabilities
Other Liabilities$419,857$433,857▲ $14,000
Mortgage Notes Payable Secured by Investment Property$48,925$65,085▲ $16,160
Total Liabilities$468,782$498,942▲ $30,160
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-34,571$-62,543▼ $27,972
Total Net Assets Fund Balance$-34,571$-62,543▼ $27,972
Total Liabilities and Net Assets / Fund Balance$434,211$436,399▲ $2,188

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$336,399$394,736$731,135
Land$100,000-$100,000
Compensation and Service Providers

Employees

NameTitleOtherTotal
Elizabeth EllisonChief Financial Officer$99,564$99,564

Board Members and Trustees

NameTitle
Alan R Wolfert EsqPresident
Marlene ZarfesExecutive Director
Thomas C RiceVP/secretary
Henry J CarnageVP/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-27,972

Audited Revenue Reconciliation

Revenue per Audited Statements
$0
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$4,524,694
Total Revenue per Audited Statements
$4,524,694
Total Revenue per Form 990
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$27,972
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$27,972--$27,972
Total Functional Expenses$27,972$0$0$27,972

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,189,027
Expenses Not Reported on Form 990$4,161,055
Expenses per Audited Statements$27,972
Total Expenses per Form 990$27,972
Expenses Not Reported on Financial Statements$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$433,857
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The sole member of the corporation is westchester residential opportunities, inc.

Form 990, Part VI, Section A, Line 7A

The sole member, westchester residential opportunities, inc., has the power to elect or appoint members of the governing body.

Form 990, Part VI, Section A, Line 7B

Any or all of the members of the board of directors may be removed with or without cause by vote of the sole member of the corporation. The board of directors may remove any director thereof for cause only.

Form 990, Part VI, Section A, Line 8B

There is no committee with the authority to act on behalf of the governing body.

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

Birnam woods associates, ltd. 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 and westchester residential opportunities' finance and executive committees, 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 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, articles of incorporation and by-laws are also available upon written request.

Filing and Contact Details

Filer

Filer Name
Birnam Wood Associates Ltd
EIN
13-3756602
Phone
9144284507
Address
470 MAMARONECK AVENUE, WHITE PLAINS, NY 10605

Signing Officer

Name
Elizabeth Ellison
Title
Chief Financial Officer
Phone
9144284507
Signed
2025-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marlene Zarfes
Formed
1994
Legal Domicile
Ny
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
500 MAMARONECK AVENUE SUITE 301, HARRISON, NY 10528-1633
Preparer
Melissa Modelson
Phone
9143818900
Supplemental Narrative

Financial Statement Notes

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, 2021.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Revenue attributable to consolidated entity 4,524,694.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Expenses attributable to consolidated entity 4,161,055.

Raw XML Appendix397 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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IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0336399
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0394736
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0731135
IRS990ScheduleD/ExpensesNotReportedAmt04161055
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt027972
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0100000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0100000
IRS990ScheduleD/OtherExpensesIncludedAmt04161055
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0433857
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTY
IRS990ScheduleD/OtherRevenueAmt04524694
IRS990ScheduleD/RevenueNotReportedAmt04524694
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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, 2021.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REVENUE ATTRIBUTABLE TO CONSOLIDATED ENTITY 4,524,694.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2EXPENSES ATTRIBUTABLE TO CONSOLIDATED ENTITY 4,161,055.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0436399
IRS990ScheduleD/TotalExpensesPerForm990Amt027972
IRS990ScheduleD/TotalLiabilityAmt0433857
IRS990ScheduleD/TotalRevenuePerForm990Amt00
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04524694
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04189027
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt015000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0132350
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt04200
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt021284
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARLENE ZARFES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0172834
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE PERSONNEL COMMITTEE OF WESTCHESTER RESIDENTIAL OPPORTUNITIES INC. 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 NOVEMBER OF 2024.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SOLE MEMBER OF THE CORPORATION IS WESTCHESTER RESIDENTIAL OPPORTUNITIES, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SOLE MEMBER, WESTCHESTER RESIDENTIAL OPPORTUNITIES, INC., HAS THE POWER TO ELECT OR APPOINT MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY OR ALL OF THE MEMBERS OF THE BOARD OF DIRECTORS MAY BE REMOVED WITH OR WITHOUT CAUSE BY VOTE OF THE SOLE MEMBER OF THE CORPORATION. THE BOARD OF DIRECTORS MAY REMOVE ANY DIRECTOR THEREOF FOR CAUSE ONLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE IS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BIRNAM WOODS ASSOCIATES, LTD. 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 AND WESTCHESTER RESIDENTIAL OPPORTUNITIES' FINANCE AND EXECUTIVE COMMITTEES, 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 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, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WESTCHESTER RESIDENTIAL OPPORTUNITIES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0132617705
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROMOTE EQUAL AFFORDABLE HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0470 MAMARONECK AVENUE SUITE 410
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WHITE PLAINS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd010605
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0434211
IRS990/TotalAssetsEOYAmt0436399
IRS990/TotalAssetsGrp/BOYAmt0434211
IRS990/TotalAssetsGrp/EOYAmt0436399
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt027972
IRS990/TotalFunctionalExpensesGrp/TotalAmt027972
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0468782
IRS990/TotalLiabilitiesEOYAmt0498942
IRS990/TotalLiabilitiesGrp/BOYAmt0468782
IRS990/TotalLiabilitiesGrp/EOYAmt0498942
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-34571
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-62543
IRS990/TotalOtherCompensationAmt025573
IRS990/TotalProgramServiceExpensesAmt027972
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt00
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0434211
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0436399
IRS990/TotReportableCompRltdOrgAmt0246825
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0470 MAMARONECK AVENUE
IRS990/USAddress/CityNm0WHITE PLAINS
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010605
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH ELLISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09144284507
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BIRNAM WOOD ASSOCIATES LTD
ReturnHeader/Filer/BusinessNameControlTxt0BIRN
ReturnHeader/Filer/EIN0133756602
ReturnHeader/Filer/PhoneNum09144284507
ReturnHeader/Filer/USAddress/AddressLine1Txt0470 MAMARONECK AVENUE
ReturnHeader/Filer/USAddress/CityNm0WHITE PLAINS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010605
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331374517
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKF O'CONNOR DAVIES ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 MAMARONECK AVENUE SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARRISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0105281633
ReturnHeader/PreparerPersonGrp/PhoneNum09143818900
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA MODELSON
ReturnHeader/ReturnTs02025-08-28T13:47:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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