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Nonprofiteer
← LIFTING UP WESTCHESTER INC

Form 990 for tax year 2025

Filed by LIFTING UP WESTCHESTER INC.

Totals

Total revenue
$13,912,346
Total expenses
$9,886,602
Contributions and grants received
$13,524,045
Grants paid
$3,409,000
Program service revenue
$180,927
Investment income
$182,802
Other revenue
$24,572
Total assets, end of year
$18,101,127
Total liabilities, end of year
$1,650,818
Net assets or fund balances, end of year
$16,450,309
Program services expenses (Part IX)
$8,845,070
Management and general expenses
$626,794
Fundraising expenses
$414,738
Program service expenses (Part III)
$8,845,070

Program services were 89.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $418,647

  • 1e · Government grants (contributions)

    $11,212,860

  • 1f · All other contributions, gifts and grants

    $1,892,538

  • 1g · Noncash contributions included above

    $327,939

  • 2a · Program service revenue: CLIENT RENT

    total $135,012 · related or exempt $135,012

  • 2b · Program service revenue: SERVICE FEES

    total $45,915 · related or exempt $45,915

  • 3 · Investment income

    total $95,844 · excluded $95,844

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $86,958

  • 7c · Gain or loss

    securities $86,958

  • 7d · Net gain or loss

    total $86,958 · excluded $86,958

  • 8a · Fundraising events: gross income

    $86,034

  • 8a · Fundraising events: contributions included on line 1c

    $418,647

  • 8b · Fundraising events: direct expenses

    $86,034

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: OTHER INCOME

    total $2,116 · related or exempt $2,116

  • 11b · Other revenue: REBATE REVENUE

    total $22,456 · related or exempt $22,456

  • 11e · Other revenue, total

    $24,572

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $3,409,000 · program services $3,409,000

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $359,994 · program services $287,995 · management and general $46,799 · fundraising $25,200

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $3,153,964 · program services $2,713,857 · management and general $229,563 · fundraising $210,544

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $537,535 · program services $448,276 · management and general $52,446 · fundraising $36,813

  • 10 · Payroll taxes

    total $304,605 · program services $252,256 · management and general $35,185 · fundraising $17,164

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $42,750 · management and general $42,750

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $116,968 · program services $105,425 · fundraising $11,543

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $219,119 · program services $112,946 · management and general $31,931 · fundraising $74,242

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $201,200 · program services $117,465 · management and general $83,494 · fundraising $241

  • 17 · Travel

    total $46,177 · program services $46,177

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $28,680 · program services $28,069 · management and general $611

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $486,973 · program services $451,059 · management and general $33,479 · fundraising $2,435

  • 23 · Insurance

    total $88,585 · program services $76,197 · management and general $2,041 · fundraising $10,347

  • 24a · Other expenses: IN-KIND PROGRAM SUPPLIES AND A

    total $327,939 · program services $322,349 · fundraising $5,590

  • 24b · Other expenses: UTILITIES

    total $143,184 · program services $134,170 · management and general $5,376 · fundraising $3,638

  • 24c · Other expenses: FOOD AND CONSUMABLE SUPPLIES

    total $136,678 · program services $136,678

  • 24d · Other expenses: Repairs and maintenance

    total $123,379 · program services $108,547 · management and general $9,848 · fundraising $4,984

  • 24e · All other expenses

    total $159,872 · program services $94,604 · management and general $53,271 · fundraising $11,997

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $446,010 · end of year $442,073

  • 2 · Savings and temporary cash investments

    beginning of year $1,134,983 · end of year $1,425,214

  • 3 · Pledges and grants receivable

    end of year $39,157

  • 4 · Accounts receivable

    beginning of year $2,023,721 · end of year $1,768,660

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $17,875 · end of year $34,109

  • 10a · Land, buildings and equipment: cost or other basis

    $14,533,086

  • 10b · Land, buildings and equipment: accumulated depreciation

    $4,311,223

  • 10c · Land, buildings and equipment, net

    beginning of year $6,939,429 · end of year $10,221,863

  • 11 · Investments: publicly traded securities

    beginning of year $2,046,220 · end of year $2,742,358

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $1,077,155 · end of year $1,427,693

  • 17 · Accounts payable and accrued expenses

    beginning of year $404,018 · end of year $282,714

  • 19 · Deferred revenue

    end of year $30,090

  • 25 · Other liabilities

    beginning of year $993,425 · end of year $1,338,014

  • 27 · Net assets without donor restrictions

    beginning of year $11,752,063 · end of year $15,716,039

  • 28 · Net assets with donor restrictions

    beginning of year $535,887 · end of year $734,270

Mission and programs · 2025

Mission

Lifting Up Westchester, Inc. provides life-changing support to people who have lost their housing or are struggling to meet other basic needs. They partner with those they serve to build a more secure future for themselves and their families.

  • HOUSING: LUW has two types of housing programs:Housing Success: a shelter-based program focused on helping shelter guests find market-rate housing and transition into that housing successfully. Our Housing Success Specialists work intensively with guests to find, move in, and adjust to their new homes/communities. After this initial transition (usually 6 to 12 months), contact is limited.Supportive Housing: for clients with specific qualifying conditions, ongoing case management and financial support is provided to ensure they remain stably housed. Case managers are assigned long-term clients and may support them for years in maintaining their housing and wellbeing. LUW has four supportive housing programs - HOPWA, Ryan White, RAP/OMH, and Turning Point.In 2025, LUW housing programs helped 231 individuals secure and maintain housing.SHELTERS: LUW operates two shelters in White Plains that provide a safe place to stay, nutritious food, case management, counseling, and referral services for single men and women experiencing homelessness. Samaritan House is our 17-bed women's shelter; and Open Arms is our 38-bed men's shelter. Both facilities serve as emergency drop-in shelters with capacity for 20 additional adults. In 2025, the shelters provided 575 individuals with 26,645 nights of shelter and approximately 55,000 meals. All shelter guests receive case management support, employment services, and housing placement services.

    Expenses $7,528,095 · Grants $3,370,000 · Revenue $135,012

  • YOUTH SERVICES: LUW helps young people succeed regardless of their background or circumstances. A suite of educational programming gives students the tools needed to break the cycle of poverty and achieve a more secure future. Through our programs, students can overcome learning challenges; improve their core reading, writing, and STEM skills; and receive mentorship from kindergarten through college.KidzLit provides opportunities for elementary and middle school students residing at the Coachman Family Center to receive homework help and participate in fun, collaborative literacy activities that will help narrow reading gaps. After-School Mentoring offers an array of tutoring, enrichment, and college prep activities with the goal of empowering high school students in Yonkers to graduate on time and attend college or other post-secondary training.College & Career Success guides our high school graduates as they navigate post-secondary paths. LUW offers support through College Success Coaches, Job Central Career Specialists, and partial scholarships. Summer Camp provides a recreational and academically enriching summer camp experience for children who are homeless or extremely low-income. Camp is a safe, nurturing place to learn and practice important life skills like swimming but also provides unique experience that fosters both educational and personal growth.In 2025, the program was able to serve 493 youth in our after-school, summer camp, and college success program.

    Expenses $612,670 · Grants $39,000 · Revenue $45,915

  • COMMUNITY CENTRAL: LUW has a number of programs designed to engage members of the community who are struggling to meet their basic needs.Graces Kitchen provides free, nutritious breakfast and lunch on weekdays throughout the year; guests are welcome to stay and eat in our dining room or have meals to go. In 2025, Lifting up Westchester served over 55,000 meals including hot meals, to-go meals, and grocery bags.The Charlie Bevier Outreach Team is present at Graces Kitchen and goes out into the community to identify individuals who may be experiencing homelessness but are reluctant to enter a shelter. They seek to build trust and understanding to help individuals access the services they need, including referrals to medical, mental health, and substance abuse resources, and assistance with documentation to access government benefits, housing programs, and job opportunities.Lifting Up Health & Life Skills provides access to wellness, socialization, and creative opportunities that enable guests to receive the physical, mental, and social support they need to thrive. Programs ensure guests have a safe place to engage in meaningful daytime activities.

    Expenses $526,968

  • EMPLOYMENT: Earning a living wage is a critical element to create housing stability and build a foundation for economic security. LUW has two employment programs:Job Central provides access to employment services that strengthen job readiness skills and help clients secure living-wage employment, so they can live independently. Services include resume writing and interview support, job search assistance, access to a career closet, and vocational training. Employment Specialists maintain contact with clients and employers for 6-12 months post-employment to ensure retention. Rehousing in Supportive Environments (RISE) is a partnership between LUW and other agencies to serve clients with domestic violence experience. Clients live in apartments and receive wraparound support consisting of case management, counseling, and employment services. LUW serves as the employment services provider. In 2025, the Organization placed 60 clients into employment opportunities.

    Expenses $177,337

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • ANAHAITA KOTVAL

    CEO

    Total calculated
    $250,989
    From this org
    $248,489
    From related orgs
    $0
    Other
    $2,500
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,489
    Bonus
    $28,000
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $2,500
    Filer's total
    $250,989
  • JESSICA TIMMS

    CDO

    Total calculated
    $135,877
    From this org
    $113,430
    From related orgs
    $0
    Other
    $22,447
    Hours/week
    40
  • CARL WILLIAMS

    CFO

    Total calculated
    $127,738
    From this org
    $113,505
    From related orgs
    $0
    Other
    $14,233
    Hours/week
    40
  • ROBERT BROWN

    Director

    Total calculated
    $0
    Hours/week
    1
  • DR DANA BRYANT

    Director

    Total calculated
    $0
    Hours/week
    1
  • NEAL SIENA

    Director

    Total calculated
    $0
    Hours/week
    1
  • RAVI MITTAL

    Director

    Total calculated
    $0
    Hours/week
    1
  • DIANE APARISIO

    Director

    Total calculated
    $0
    Hours/week
    1
  • CALVIN CHIN

    Director

    Total calculated
    $0
    Hours/week
    1
  • MAMTA MAMIK

    Director

    Total calculated
    $0
    Hours/week
    1
  • DESPINA KARTSON

    Vice President

    Total calculated
    $0
    Hours/week
    3
  • JOHN MORRISON

    Director

    Total calculated
    $0
    Hours/week
    1
  • GEORGE KONTOGIANNIS

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • ELENA GALLO

    Director

    Total calculated
    $0
    Hours/week
    1
  • SANDRA BONILLA

    Director

    Total calculated
    $0
    Hours/week
    1
  • ANDREW HEATH

    Director

    Total calculated
    $0
    Hours/week
    1
  • JANINE DAUGHTRY

    President

    Total calculated
    $0
    Hours/week
    3
  • ADIL MISTRY

    Treasurer

    Total calculated
    $0
    Hours/week
    3
  • STEVE GROTH

    Director

    Total calculated
    $0
    Hours/week
    1
  • GIUSEPPE SIENA

    Director

    Total calculated
    $0
    Hours/week
    1
  • KACY BRADY

    Director

    Total calculated
    $0
    Hours/week
    1
  • ANGELINA COLOMBO

    Secretary

    Total calculated
    $0
    Hours/week
    3
  • JAMIE LYNCH

    Director

    Total calculated
    $0
    Hours/week
    1
  • ALANI PRINCIPE

    Director

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • GCCC Orchard Street LLC

    RENTAL OF BUILDING TO LIFTING UP WESTCHESTER · NY · income $170,800

    Directly controlled by LIFTING UP WESTCHESTER

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • OPEN ARMS HOUSING DEVELOPMENT

    C · REAL ESTATE HOLDING · NY · 100% owned · controlled entity

    Directly controlled by LIFTING UP WESTCHEST

  • 98 WASHINGTON LLC

    C · REAL ESTATE HOLDING · NY · 100% owned · controlled entity

    Directly controlled by LIFTING UP WESTCHEST

Provenance

Return type
form_990
Tax year
2025
Filed
24 June 2026
IRS schema version
2025v4.1
Source object
202631759349300113

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