2024-11-09T18:39:09-06:00 2023-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2023-01-01 454222970 NONPROFIT ASSOCIATION OF WESTCHESTER INC NONP 9143326679 PO BOX 176 BRIARCLIFF MANOR NY 10510 JAN FISHER EXECUTIVE DIRECTOR 9143326679 2024-11-09 1 1 JOSEPH CONNOLLY P01959750 9143818900 2024-11-08 2023 2024-10-15 13:58:12Z JAN FISHER PO BOX 176 BRIARCLIFF MANOR NY 10510 625289 0 X NPWESTCHESTER.ORG X 2012 NY TO STRENGTHEN WESTCHESTER'S NONPROFIT ORGANIZATIONS AS THEY TRANSFORM LIVES, EMPOWER COMMUNITIES, AND DRIVE POSITIVE CHANGE. 22 22 3 25 0 0 513258 495616 96130 125156 17 4253 644 264 610049 625289 0 0 0 0 179937 250083 0 0 32490 311275 351221 491212 601304 118837 23985 316582 343681 138344 141423 178238 202258 X TO STRENGTHEN THE CAPACITY, IMPACT AND VISIBILITY OF THE NONPROFIT SECTOR OF WESTCHESTER COUNTY FOR A MORE JUST AND CARING COMMUNITY. 0 0 398898 0 125156 IN 2023, NONPROFIT WESTCHESTER (NPW) ACCOMPLISHED ITS MISSION TO STRENGTHEN WESTCHESTER'S NONPROFIT ORGANIZATIONS AS THEY TRANSFORM LIVES, EMPOWER COMMUNITIES, AND DRIVE POSITIVE CHANGE THROUGH THE PROVISION OF THE HIGHEST QUALITY PROFESSIONAL DEVELOPMENT AND TRAINING OPPORTUNITIES DELIVERED BY SUBJECT MATTER EXPERTS. PROGRAMMING IN THE AREAS OF FINANCES, HUMAN RESOURCES, AND TECHNOLOGY, LEGAL AND GOVERNANCE MATTERS; RACIAL AND DISABILITIES EQUITY, GOVERNMENT RELATIONS AND NONPROFIT STRATEGY ADDRESSED THE LEARNING AND CAPACITY BUILDING NEEDS OF WESTCHESTER'S DIVERSE NONPROFIT ORGANIZATIONS AND 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 THREE IN DEPTH LEARNING OPPORTUNITIES IN THE AREAS OF GRANT DEVELOPMENT, FINANCIAL MANAGEMENT, AND ADVOCACY THAT WERE PROVIDED TO CLOSE TO 200 PARTICIPANTS. FOUR FORUMS WITH ELECTED OFFICIALS AND GOVERNMENT PROFESSIONALS 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. A THREE-PART PROGRAM SERIES FOCUSING ON NEW TRENDS IN FUNDING BROUGHT NONPROFIT EXPERTS, GOVERNMENT AND FOUNDATION FUNDERS AND INDIVIDUAL PHILANTHROPISTS TOGETHER TO HAVE IMPORTANT DISCUSSIONS ON EQUITABLE APPROACHES TO NONPROFIT FINANCING. THE CEO, NONPROFIT PROFESSIONALS OF COLOR AND DISABILITY PROVIDERS, NEW NONPROFIT CEOS AND SMALL NONPROFIT AFFINITY GROUPS FOCUSED ON STRATEGIC APPROACHES TO NONPROFIT OPERATIONS AND PLANNING AND PROVIDED GREATLY NEEDED AND APPRECIATED CAMARADERIE AND MUTUAL SUPPORT. THESE BENEFITED MORE THAN 700 NONPROFIT PROFESSIONALS. NPW'S EMERGING LEADERS PROGRAM, AN 11-MONTH PROFESSIONAL DEVELOPMENT PROGRAM SUPPORTED 25 "EMERGING LEADERS" TO GROW THEIR NONPROFIT KNOWLEDGE, LEADERSHIP SKILLS, AND EXPAND THEIR REACH THROUGH NETWORKING AND COLLABORATIVE LEARNING.IN 2023, NPW LAUNCHED THE FIRST EVER WESTCHESTER NONPROFIT COMPENSATION REPORT TO HAVE A SOURCE FOR MORE ACCURATE BENCH-MARKING AND ADVOCACY.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. 398898 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 15 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 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 RICHARD NIGHTINGALE PRESIDENT 2.00 X X 0 0 0 ALLISON LAKE VICE PRESIDENT 2.00 X X 0 0 0 JIRANDY MARTINEZ VICE PRESIDENT 2.00 X X 0 0 0 ERICA MARTINSON TREASURER 2.00 X X 0 0 0 RON ABAD SECRETARY 2.00 X 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, THRU JULY 2023 1.00 X 0 0 0 ANAHAITA KOTVAL DIRECTOR 1.00 X 0 0 0 KATHLEEN MACIAS-TORRES DIRECTOR 1.00 X 0 0 0 HEATHER MILLER DIRECTOR 1.00 X 0 0 0 MICHELLE A NICHOLAS DIRECTOR 1.00 X 0 0 0 LUCRIA ORTIZ DIRECTOR, THRU DEC. 2023 1.00 X 0 0 0 THEO J OSHIRO DIRECTOR 1.00 X 0 0 0 CHARLOTTE OSTMAN DIRECTOR, THRU MAY 2023 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 MASHA TURCHINSKY 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 110000 0 1241 110000 0 1241 1 0 0 0 0 163096 172479 160041 495616 EVENT FEES 900009 116985 116985 OTHER PROGRAM REVENUE 900009 8171 8171 125156 4253 4253 MISCELLANEOUS 900099 264 264 264 625289 125156 0 4517 X 111241 77835 16783 16623 98745 63482 31028 4235 1276 859 290 127 23112 15554 5263 2295 15709 10572 3577 1560 23206 23206 25000 25000 96159 69815 26344 17239 10567 6672 16500 16500 9789 5874 2937 978 10821 10821 59 59 1854 1854 6254 6254 PROGRAM EXPENSES 143966 143966 STAFF DEVELOPMENT 374 374 601304 398898 169916 32490 168339 88413 20009 159276 122565 90983 5 0 6648 3139 4164 3509 1500 1500 316582 343681 6883 18893 131461 122530 138344 141423 X 178238 202258 0 0 178238 202258 316582 343681 23985 35 0 X X 1 X 0 1 0 X 92525 193337 270465 513258 495616 1565201 92525 193337 270465 513258 495616 1565201 1061 1564140 0 0 0 17 4253 4270 1595 644 264 2503 1571974 246286 0.99500 0.99810 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2021 AMOUNT: $ 1,595. 2022 AMOUNT: $ 644. 2023 AMOUNT: $ 264. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10000 25000 35000 533816 568816 110322 27581 0 0 37688 44000 94039 110322 286049 429074 4469 4934 6484 35000 50887 9422 11000 23510 27581 71513 107270 3724 4112 5590 10000 23426 6648 3139 3509 3509 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 2023. 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 1,501. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,501. AFFINITY GROUP CONSULTANTS: PROGRAM SERVICE EXPENSES 5,112. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,112. DESIGN CONSULTANTS: PROGRAM SERVICE EXPENSES 11,725. MANAGEMENT AND GENERAL EXPENSES 5,025. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,750. EQUITY CONSULTANTS: PROGRAM SERVICE EXPENSES 5,725. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,725. PUBLIC RELATIONS CONSULTANTS: PROGRAM SERVICE EXPENSES 2,858. MANAGEMENT AND GENERAL EXPENSES 16,193. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,051. PROGRAM CONSULTANTS: PROGRAM SERVICE EXPENSES 44,395. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,395. GOVERNMENT RELATIONS CONSULTANT : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 50. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50. TECHNOLOGY CONSULTANT : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,575. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,575. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A FINANCE COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE REVIEW OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.