Civic Intelligence

The Westchester Foundation

990EZ • Fiscal year 2018 • EIN 23-7227847

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

80 Business Park Drive No 309Armonk, NY 10504

(914) 273-0730

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

5th percentile

-53%

Higher net margin than 5% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

55th percentile

4.3%

Faster asset growth than 55% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

98th percentile

209%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2018

Assets

Up

$138,890

Up $11,329 (+8.9%) from 2016

Net Assets

Up

$138,890

Up $11,329 (+8.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$7,337

Up $6,571 (+858%) from 2016

Expenses

Down

$11,202

Down $3,183 (-22%) from 2016

Net Income

Up

-$3,865

Up $9,754 (+72%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $214,552Liabilities 2011: $0Net Assets 2011: $214,5522011Assets 2012: $176,583Liabilities 2012: $0Net Assets 2012: $176,5832012Assets 2013: $181,087Liabilities 2013: $0Net Assets 2013: $181,0872013Assets 2014: $165,013Liabilities 2014: $0Net Assets 2014: $165,0132014Assets 2015: $141,180Liabilities 2015: $0Net Assets 2015: $141,1802015Assets 2016: $127,561Liabilities 2016: $0Net Assets 2016: $127,5612016Assets 2018: $138,890Liabilities 2018: $0Net Assets 2018: $138,8902018

Highlighted filing

2018

Assets$138,890
Liabilities$0
Net Assets$138,890

Operations Trend

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

$60K$40K$20K$0-$20K-$40KExpenses 2011: $11,7092011Expenses 2012: $53,8642012Revenue 2013: $30,419Expenses 2013: $25,915Net Income 2013: $4,5042013Revenue 2014: $19,065Expenses 2014: $35,139Net Income 2014: -$16,0742014Revenue 2015: $11,646Expenses 2015: $35,479Net Income 2015: -$23,8332015Revenue 2016: $766Expenses 2016: $14,385Net Income 2016: -$13,6192016Revenue 2018: $7,337Expenses 2018: $11,202Net Income 2018: -$3,8652018

Highlighted filing

2018

Revenue$7,337
Expenses$11,202
Net Income-$3,865
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Gross Receipts
$55,093
Mission and Program Overview

Mission

Operated exclusively for such charitable, educational or scientific uses of safety and accident prevention, training and other educational programs and services, public relations, industrial and labor relations.

The organization is operated exclusively for such charitable educational or scientific uses of safety and accident prevention, training and other educational programs and services, public relations, industrial and labor relations.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION IS OPERATED EXCLUSIVELY FOR SUCH CHARITABLE EDUCATIONAL OR SCIENTIFIC USES OF SAFETY AND ACCIDENT PREVENTION, TRAINING AND OTHER EDUCATIONAL PROGRAMS AND SERVICES, PUBLIC RELATIONS, INDUSTRIAL AND LABOR RELATIONS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALANA CIUFFETELLIBoard Member-$0--
ANGELO PONZIBoard Member-$0--
BOB BOSSI DECEASED MAY 2018Vice President-$0--
BRETT LAROCQUESecretary-$0--
CARMELO MILIOChairman Of The Board-$0--
LEE LASBERGBoard Member-$0--
DAVID AMSTERVice President-$0--
DIANA VIRRILLVice President-$0--
EDWARD LASHINSBoard Member-$0--
ERIC ABRAHAMBoard Member-$0--
ERIC LASHINSBoard Member-$0--
ERIC MESSERBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
The Westchester Foundation
EIN
23-7227847
Phone
9142730730
Address
80 BUSINESS PARK DRIVE NO 309, ARMONK, NY 10504

Signing Officer

Name
Albert Annunziata
Title
Executive Director
Phone
9142737051
Signed
2019-05-14

Preparer

Firm
Peter B Scala CPA LLC
Address
10 CHAMBERS COURT, HUNTINGTON STATION, NY 11746
Preparer
Peter B Scala CPA
Phone
6319230200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: dividend and interest income . Amount: 6,813.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: investment fees. Amount: 1,969. Description: insurance. Amount: 2,450. Description: meetings and events. Amount: 4,473. Description: advertising and marketing. Amount: 710. Total to form 990-ez, line 16: 9,602.

Form 990-ez, Part II, Line 24 - Other Assets

Description: investments - publicly traded securities. Beg. Of year amount: 114,196. End of year amount: 119,747.

Raw XML Appendix171 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JANE GILL
IRS990EZ/BooksInCareOfDetail/PhoneNum09142730730
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt080 BUSINESS PARK DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ARMONK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010504
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028559
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-3865
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0142755
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0138890
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0138890
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALANA CIUFFETELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANGELO PONZI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BOB BOSSI DECEASED MAY 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRETT LAROCQUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CARMELO MILIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LEE LASBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAVID AMSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DIANA VIRRILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8EDWARD LASHINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ERIC ABRAHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ERIC LASHINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ERIC MESSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CHAIRMAN OF THE BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0114196
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0119747
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt09602
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IS OPERATED EXCLUSIVELY FOR SUCH CHARITABLE EDUCATIONAL OR SCIENTIFIC USES OF SAFETY AND ACCIDENT PREVENTION, TRAINING AND OTHER EDUCATIONAL PROGRAMS AND SERVICES, PUBLIC RELATIONS, INDUSTRIAL AND LABOR RELATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION IS OPERATED EXCLUSIVELY FOR SUCH CHARITABLE EDUCATIONAL OR SCIENTIFIC USES OF SAFETY AND ACCIDENT PREVENTION, TRAINING AND OTHER EDUCATIONAL PROGRAMS AND SERVICES, PUBLIC RELATIONS, INDUSTRIAL AND LABOR RELATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt048280
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt011202
IRS990EZ/TotalRevenueAmt07337
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND AND INTEREST INCOME . AMOUNT: 6,813.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INVESTMENT FEES. AMOUNT: 1,969. DESCRIPTION: INSURANCE. AMOUNT: 2,450. DESCRIPTION: MEETINGS AND EVENTS. AMOUNT: 4,473. DESCRIPTION: ADVERTISING AND MARKETING. AMOUNT: 710. TOTAL TO FORM 990-EZ, LINE 16: 9,602.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INVESTMENTS - PUBLICLY TRADED SECURITIES. BEG. OF YEAR AMOUNT: 114,196. END OF YEAR AMOUNT: 119,747.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALBERT ANNUNZIATA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09142737051
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WESTCHESTER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0237227847
ReturnHeader/Filer/PhoneNum09142730730
ReturnHeader/Filer/USAddress/AddressLine1Txt080 BUSINESS PARK DRIVE NO 309
ReturnHeader/Filer/USAddress/CityNm0ARMONK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010504
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08535C9348D19FED62807CE8C8DEEDFA4B4662598
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.46.244.93
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm007:27:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832263175
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETER B SCALA CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 CHAMBERS COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUNTINGTON STATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011746
ReturnHeader/PreparerPersonGrp/PhoneNum06319230200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER B SCALA CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-14T07:27:06-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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Filings