2023-11-13T16:54:41-06:00 2022-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2022-01-01 454222970 NONPROFIT ASSOCIATION OF WESTCHESTER INC NONP 9143326679 PO BOX 176 BRIARCLIFF MANOR NY 10510 JAN FISHER EXECUTIVE DIRECTOR 9143326679 2023-11-13 1 JAN FISHER XXX-XX-XXXX 1 GARRETT M HIGGINS P00543209 9143818900 2023-11-13 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAN FISHER PO BOX 176 BRIARCLIFF MANOR NY 10510 610049 0 X NPWESTCHESTER.ORG X 2012 NY TO STRENGTHEN WESTCHESTER'S NONPROFIT ORGANIZATIONS AS THEY TRANSFORM LIVES, EMPOWER COMMUNITIES, AND DRIVE POSITIVE CHANGE. 24 24 4 30 0 0 270465 513258 17541 96130 0 17 1595 644 289601 610049 0 0 0 0 153566 179937 0 0 21018 74392 311275 227958 491212 61643 118837 222262 316582 162861 138344 59401 178238 X TO STRENGTHEN THE CAPACITY, IMPACT AND VISIBILITY OF THE NONPROFIT SECTOR OF WESTCHESTER COUNTY FOR A MORE JUST AND CARING COMMUNITY. 0 0 338207 0 96130 IN 2022, NONPROFIT WESTCHESTER (NPW) ACCOMPLISHED ITS MISSION TO STRENGTHEN WESTCHESTER'S NONPROFIT ORGANIZATIONS AS THEY TRANSFORM LIVES, EMPOWER COMMUNITIES, AND DRIVE POSITIVE CHANGE. THE HIGHEST QUALITY PROFESSIONAL DEVELOPMENT AND TRAINING OPPORTUNITIES BROUGHT SUBJECT MATTER EXPERTS TO ADDRESS THE LEARNING AND CAPACITY BUILDING NEEDS OF WESTCHESTER'S DIVERSE NONPROFIT ORGANIZATIONS. PROGRAMMING IN THE AREAS OF NONPROFIT OPERATIONS - FINANCES, HUMAN RESOURCES, AND IT; LEGAL AND GOVERNANCE MATTERS; RACIAL AND DISABILITIES, EQUITY, GOVERNMENT RELATIONS, NONPROFIT STRATEGY, WORKPLACE HEALTH AND WELLNESS, AND CONTINUING SUPPORT TO EMERGE FROM THE PANDEMIC - BROUGHT TOGETHER A COMMUNITY OF LEARNERS. FROM CEOS TO MANAGERS TO DIRECT CARE PROFESSIONALS AND ALL STAFF IN BETWEEN, NPW OFFERINGS WERE HIGHLY EVALUATED. NONPROFIT LEARNING LABS PROVIDED FOUR IN DEPTH LEARNING OPPORTUNITIES IN THE AREAS OF GRANT DEVELOPMENT, FINANCIAL MANAGEMENT, ADVOCACY AND OUTCOME MEASURES WERE PROVIDED TO CLOSE TO 200 PARTICIPANTS. FIVE IN-PERSON FORUMS PROVIDED APPROXIMATELY 500 PARTICIPANTS WITH UNIQUE OPPORTUNITIES TO COMMUNICATE THE NEEDS OF THEIR NONPROFIT ORGANIZATIONS TO THEIR COUNTY, STATE AND FEDERAL ELECTED AND GOVERNMENT OFFICIALS. ADDITIONALLY, THESE PROGRAMS AND EVENTS PROVIDED A PLATFORM FOR ORGANIZATIONS WITH DIVERSE MISSIONS TO JOIN TOGETHER TO ADVOCATE FOR THE OVERARCHING ISSUES IMPACTING WESTCHESTER'S NONPROFIT SECTOR. THE VISIBILITY OF THE ENTIRE SECTOR WAS RAISED, AND THE IMPACT OF THE SERVICES PROVIDED BY WESTCHESTER'S NONPROFITS WAS CLEARLY COMMUNICATED AT THESE IMPORTANT EVENTS. THE NONPROFIT STRENGTH AND STRATEGY SERIES COMBINED WITH THE SMALL NONPROFITS AND PEOPLE AND PROCESS AFFINITY GROUPS FOCUSED ON STRATEGIC APPROACHES TO NONPROFIT OPERATIONS AND PLANNING. THESE BENEFITED MORE THAN 700 NONPROFIT PROFESSIONALS. NPW HELD AN EVENT IN APRIL OF 2022 WHERE THE AGENCY'S REPORT, TAKING ACTION, CHARTING AN ANTI-RACIST PATH FORWARD IN WESTCHESTER'S NONPROFIT SECTOR WAS LAUNCHED TO AN AUDIENCE OF OVER 200 PEOPLE. POST THE EVENT, PEER TO PEER, AN AFFINITY GROUP FOR NONPROFIT PERSONNEL OF COLOR WAS ALSO LAUNCHED. THESE GROUPS WELCOMED APPROXIMATELY 400 PEOPLE AT FOUR SESSIONS AND IS CONTINUING INTO 2023.NONPROFIT WESTCHESTER CONTINUES TO SERVE AS THE COUNTY'S ONLY MEMBERSHIP ORGANIZATION DEDICATED SOLELY TO ADVANCING AND ADVOCATING FOR THE NEEDS AND INTERESTS OF THE COUNTY'S NONPROFIT SECTOR, THE PEOPLE AND POPULATIONS SERVED, AND THE NONPROFIT WORKFORCE. 338207 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X X WENDY GOTTLIEB 9143326679 PO BOX 176 BRIARCLIFF MANOR NY 10510 ANAHAITA KOTVAL PRESIDENT 2.00 X X 0 0 0 MICHELLE A NICHOLAS VICE PRESIDENT 2.00 X X 0 0 0 RICHARD NIGHTINGALE VICE PRESIDENT 2.00 X X 0 0 0 ERICA MARTINSON TREASURER 1.00 X X 0 0 0 HEATHER MILLER SECRETARY 1.00 X X 0 0 0 RON ABAD DIRECTOR 1.00 X 0 0 0 KAREN CHEEKS-LOMAX DIRECTOR 1.00 X 0 0 0 ROBERT CORDERO DIRECTOR 1.00 X 0 0 0 SETH DIAMOND DIRECTOR 1.00 X 0 0 0 KAREN ERREN DIRECTOR 1.00 X 0 0 0 BRIGITTE GRISWOLD DIRECTOR 1.00 X 0 0 0 ALLISON LAKE DIRECTOR 1.00 X 0 0 0 KATHLEEN MACIAS-TORRES DIRECTOR 1.00 X 0 0 0 JIRANDY MARTINEZ DIRECTOR 1.00 X 0 0 0 LUCRIA ORTIZ DIRECTOR 1.00 X 0 0 0 THEO J OSHIRO DIRECTOR 1.00 X 0 0 0 CHARLOTTE OSTMAN DIRECTOR 1.00 X 0 0 0 MAURICE SEGALL DIRECTOR 1.00 X 0 0 0 JOHN TOLOMER DIRECTOR 1.00 X 0 0 0 JUDY TROILO DIRECTOR 1.00 X 0 0 0 JANE VERON DIRECTOR 1.00 X 0 0 0 SAMUEL WALLIS DIRECTOR 1.00 X 0 0 0 JUDITH WATSON DIRECTOR 1.00 X 0 0 0 HENRY WILSON DIRECTOR 1.00 X 0 0 0 JAN FISHER EXECUTIVE DIRECTOR 40.00 X 102500 0 0 102500 0 0 1 0 0 0 0 151374 248009 113875 513258 EVENT FEES 900009 89360 89360 OTHER PROGRAM REVENUE 900009 6770 6770 96130 17 17 MISCELLANEOUS 900099 644 644 644 610049 96130 0 661 X 102500 82000 10250 10250 64805 50564 11772 2469 12632 10037 1632 963 22274 22274 141114 75008 61926 4180 7504 5253 2251 8673 8673 9050 5431 2714 905 6388 6388 162 162 1285 1285 4911 4911 PROGRAM EXPENSES 109914 109914 491212 338207 131987 21018 142521 168339 0 20009 74525 122565 5216 5 5449 1285 0 4164 0 1500 222262 316582 3842 6883 159019 131461 162861 138344 X 59401 178238 0 0 59401 178238 222262 316582 118837 0 X 1 X 0 0 0 X 104296 92525 193337 270465 513258 1173881 104296 92525 193337 270465 513258 1173881 1173881 0 0 0 0 17 17 1595 644 2239 1176137 125015 0.99810 0.99790 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2021 AMOUNT: $ 1,595. 2022 AMOUNT: $ 644. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5590 894 6484 463710 470194 94039 23510 0 0 22780 37688 44000 94039 198507 297761 2255 4469 4934 6484 18142 5688 9422 11000 23510 49620 74430 1870 3724 4112 5590 15296 5449 1285 4164 4164 X PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS PUBLICLY SUPPORTED, AS DESCRIBED IN SECTION 509(A). THE ORGANIZATION IS ALSO EXEMPT FROM STATE AND LOCAL TAXES. THE ORGANIZATION HAS EVALUATED FOR UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT THERE WERE NO UNCERTAIN TAX POSITIONS FOR 2022. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED ON FEBRUARY 23, 2022. THE FOLLOWING WERE SIGNIFICANT CHANGES: 1. THE ORGANIZATION HAS TWO CLASSES OF MEMBERS, NON-PROFIT MEMBERS AND FOR-PROFIT BUSINESS PARTNER MEMBERS. 2. BOTH CLASSES OF MEMBERS SHALL HAVE THE RIGHT TO VOTE ON ALL MATTERS FOR WHICH MEMBERS MAY VOTE. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE TWO CLASSES OF MEMBERS, NONPROFIT MEMBERS AND FOR-PROFIT BUSINESSES PARTNERS. BOTH CLASSES OF MEMBERS SHALL HAVE THE RIGHT TO VOTE ON ALL MATTERS FOR WHICH MEMBERS MAY VOTE. MEMBERSHIP SHALL BE OPEN TO ALL PERSONS INTERESTED IN THE PURPOSES OF THE CORPORATION. THE BOARD MAY ESTABLISH SUCH OTHER CRITERIA FOR MEMBERSHIP, INCLUDING A SCHEDULE OF DUES, AS THEY DEEM APPROPRIATE. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE ORGANIZATION ELECT THE DIRECTORS OF THE BOARD AT THEIR ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B NONPROFIT ASSOCIATION OF WESTCHESTER, INC. HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE A DRAFT OF FORM 990 IS SHARED WITH ALL MEMBERS OF THE NPW BOARD OF DIRECTORS. THEIR INPUT, QUESTIONS AND FEEDBACK IS SHARED WITH THOSE PREPARING THE NPW FORM 990. IT IS THEN FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY APPLICABLE TO ALL BOARD MEMBERS AND OFFICERS. ALL APPLICABLE INDIVIDUALS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST AGREEMENT ANNUALLY, DISCLOSING ANY POSSIBLE CONFLICT OF INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD. AFTER DISCLOSURE OF ALL MATERIAL FACTS, AND AFTER ANY DISCUSSIONS WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING DISINTERESTED BOARD MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS BY A MAJORITY VOTE. THE INTERESTED PERSON RECUSES THEMSELVES FROM DELIBERATIONS AND VOTING ON MATTERS GIVING RISE TO SUCH CONFLICT. DELIBERATION AND DECISIONS ARE RECORDED IN THE MINUTES OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED AND APPROVED BY THE BOARD OF DIRECTORS BY USING COMPENSATION INFORMATION OF COMPARABLY SIZED NOT-FOR-PROFIT ORGANIZATIONS. THIS PROCESS IS CONDUCTED ON AN ANNUAL BASIS AND DOCUMENTED ON THE BOARD'S MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G PAYROLL PROCESSING FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,267. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,267. AFFINITY GROUP CONSULTANTS: PROGRAM SERVICE EXPENSES 6,475. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,475. COMMUNICATIONS CONSULTANTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 37,620. FUNDRAISING EXPENSES 4,180. TOTAL EXPENSES 41,800. COUNTY GRANT TRAINING CONSULTANTS: PROGRAM SERVICE EXPENSES 4,800. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,800. DESIGN CONSULTANTS: PROGRAM SERVICE EXPENSES 7,844. MANAGEMENT AND GENERAL EXPENSES 3,361. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,205. EQUITY CONSULTANTS: PROGRAM SERVICE EXPENSES 6,225. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,225. PUBLIC RELATIONS CONSULTANTS: PROGRAM SERVICE EXPENSES 3,472. MANAGEMENT AND GENERAL EXPENSES 19,678. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,150. PROGRAM CONSULTANTS: PROGRAM SERVICE EXPENSES 22,850. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,850. SURVEY CONSULTANTS: PROGRAM SERVICE EXPENSES 23,342. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,342.