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Nonprofiteer
← WESTCHESTER COUNTY ASSOCIATION INC

Form 990 for tax year 2023

Filed by WESTCHESTER COUNTY ASSOCIATION INC.

Totals

Total revenue
$2,513,028
Total expenses
$2,264,074
Contributions and grants received
$1,235,667
Grants paid
$9,505
Program service revenue
$1,275,375
Investment income
$6
Other revenue
$1,980
Total assets, end of year
$2,220,030
Total liabilities, end of year
$1,469,696
Net assets or fund balances, end of year
$750,334
Program services expenses (Part IX)
$1,872,670
Management and general expenses
$391,404
Fundraising expenses
$0
Program service expenses (Part III)
$1,872,670

Program services were 82.7% 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.

  • 1d · Related organizations

    $37,652

  • 1e · Government grants (contributions)

    $901,885

  • 1f · All other contributions, gifts and grants

    $296,130

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $1,145,040 · related or exempt $1,145,040

  • 2b · Program service revenue: ATTENDANCE INCOME

    total $108,185 · related or exempt $108,185

  • 2c · Program service revenue: EVENT INCOME

    total $22,150 · related or exempt $22,150

  • 3 · Investment income

    total $6 · excluded $6

  • 11a · Other revenue: MISCELLANEOUS

    total $1,980 · excluded $1,980

  • 11e · Other revenue, total

    $1,980

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $9,505 · program services $9,505

  • 5 · Compensation of officers, directors and key employees

    total $338,242 · program services $250,578 · management and general $87,664

  • 7 · Other salaries and wages

    total $399,359 · program services $300,332 · management and general $99,027

  • 8 · Pension plan contributions

    total $1,242 · program services $795 · management and general $447

  • 9 · Other employee benefits

    total $37,005 · program services $23,683 · management and general $13,322

  • 10 · Payroll taxes

    total $46,386 · program services $29,687 · management and general $16,699

  • 11c · Fees: accounting

    total $29,030 · management and general $29,030

  • 11d · Fees: lobbying

    total $31,800 · program services $31,800

  • 11g · Fees: other

    total $788,615 · program services $785,022 · management and general $3,593

  • 12 · Advertising and promotion

    total $26,692 · management and general $26,692

  • 13 · Office expenses

    total $59,065 · program services $28,303 · management and general $30,762

  • 14 · Information technology

    total $24,915 · program services $15,946 · management and general $8,969

  • 16 · Occupancy

    total $105,602 · program services $67,585 · management and general $38,017

  • 17 · Travel

    total $26,003 · program services $11,827 · management and general $14,176

  • 19 · Conferences, conventions and meetings

    total $278,705 · program services $278,705

  • 20 · Interest

    total $12,359 · management and general $12,359

  • 22 · Depreciation, depletion and amortization

    total $11,287 · program services $7,223 · management and general $4,064

  • 23 · Insurance

    total $16,757 · program services $10,724 · management and general $6,033

  • 24a · Other expenses: EXCISE TAX

    total $17,164 · program services $17,164

  • 24b · Other expenses: MISCELLANEOUS EXPENSES

    total $4,261 · program services $3,791 · management and general $470

  • 24c · Other expenses: BAD DEBT EXPENSE

    total $80 · management and general $80

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $697,667 · end of year $546,382

  • 2 · Savings and temporary cash investments

    beginning of year $501,050 · end of year $931,609

  • 4 · Accounts receivable

    beginning of year $279,887 · end of year $201,230

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

    $101,605

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

    $92,699

  • 10c · Land, buildings and equipment, net

    beginning of year $9,949 · end of year $8,906

  • 14 · Intangible assets

    beginning of year $12,276 · end of year $2,032

  • 15 · Other assets

    beginning of year $625,851 · end of year $529,871

  • 17 · Accounts payable and accrued expenses

    beginning of year $288,151 · end of year $198,024

  • 19 · Deferred revenue

    beginning of year $366,019 · end of year $374,404

  • 25 · Other liabilities

    beginning of year $1,001,689 · end of year $897,268

  • 27 · Net assets without donor restrictions

    beginning of year $470,821 · end of year $750,334

Mission and programs · 2023

Mission

THE MISSION OF THE WESTCHESTER COUNTY ASSOCIATION IS TO MAINTAIN A POSITION AS THE CENTER OF INFLUENCE FOR BUSINESS ADVOCACY ISSUES ON BEHALF OF OUR MEMBERSHIP AS WELL AS ENHANCING THE ECONOMIC VITALITY OF THE REGION. WE WILL BE COMMITTED TO RESEARCH BASED POLICY INITIATIVES AND INFORMATION CAPABILITIES THAT WILL BE THE HALLMARK OF OUR EXCELLENCE.THE WESTCHESTER COUNTY ASSOCIATION INC., WWW.WESTCHESTER.ORG IS A BUSINESS-BASED MEMBERSHIP ORGANIZATION COMMITTED TO ADDRESSING PUBLIC POLICY ISSUES WITH RESPECT TO BUSINESS ADVOCACY AND ECONOMIC DEVELOPMENT ON BEHALF OF THE REGION'S CORPORATE AND NOT-FOR-PROFIT ORGANIZATIONS. FOUNDED IN 1950 BY LEADERS REPRESENTING A CROSS-SECTION OF MAJOR BUSINESSES AND EMPLOYERS IN THE COUNTY AT THAT TIME, THE ORIGINAL MISSION OF THE ASSOCIATION WAS TO PROVIDE A STRONG AND CLEAR VOICE FOR THE INTERESTS OF BUSINESSES IN THE COUNTY.

Activities or mission (Part I)

TO ENHANCE WESTCHESTER COUNTY, NEW YORK'S POSITION AS A COMMUNITY IN WHICH TO LIVE, WORK AND CONDUCT BUSINESS. THE ASSOCIATION SERVES AS A NON-POLITICAL FORUM FOR ADDRESSING COUNTYWIDE ISSUES THAT AFFECT WESTCHESTER'S ECONOMY, AS WELL AS ITS QUALITY OF LIFE. THESE ISSUES INCLUDE, BUT ARE NOT LIMITED TO, ECONOMIC DEVELOPMENT, HEALTHCARE, HOUSING, TRANSPORTATION, THE ENVIRONMENT, AND EDUCATION AND DIGITAL CONNECTIVITY.

  • THE WESTCHESTER COUNTY ASSOCIATION ("WCA") IS A MEMBERSHIP ORGANIZATION THAT HOSTS NUMEROUS EVENTS AND EDUCATIONAL FORUMS FOR MEMBERS TO ATTEND. THESE EVENTS FOCUS ON ECONOMIC DEVELOPMENT, REAL ESTATE, HEALTHCARE, TECHNOLOGY, WORKFORCE DEVELOPMENT AND ADVOCACY. WE OFFER MEMBERS ACCESS TO BUSINESS AND POLITICAL LEADERS.3RD ANNUAL REGIONAL WORKFORCE SUMMIT THE REGIONAL WORKFORCE DEVELOPMENT SUMMIT IS PART OF THE WCA'S SUSTAINED COMMITMENT OVER SEVERAL YEARS TO ADVANCING POLICIES AND INITIATIVES THAT FOSTER A WELL-TRAINED WORKFORCE TO SUPPORT A RANGE OF JOB SECTORS. THROUGH THE ONGOING WORK OF ITS WORKFORCE DEVELOPMENT COMMITTEE, EMPLOYERS, COLLEGES AND OTHER EDUCATION/TRAINING PROVIDERS, ALONG WITH FOUNDATIONS AND OTHER NON-PROFIT STAKEHOLDERS, ARE WORKING TOGETHER TO IDENTIFY SOLUTIONS THAT MEET THE REGION'S SHORT- AND LONG-TERM TALENT RECRUITMENT AND RETENTION NEEDS.6TH ANNUAL REAL ESTATE SUMMIT - EXPLORING DEVELOPMENTS OF THE FUTURETHIS EVENT WAS BORN OUT OF THE WORK FROM THE REAL ESTATE & HOUSING TASK FORCE. THE WCA ANNUALLY CONVENES A STAKEHOLDER SUMMIT THAT DRAWS MANY HUNDREDS OF PARTICIPANTS WHO DISCUSS THE MOST PRESSING ISSUES IN REAL ESTATE. THE SUMMIT WAS DEDICATED TO SUSTAINABILITY, TECHNOLOGY AND CONNECTIVITY. ALL ACCESS HEALTHCARETHE WCA'S ALL ACCESS HEALTHCARE SERIES FEATURES AN ARRAY OF KEYNOTE SPEAKERS AND EXPERT PANELISTS, WHO SPOTLIGHT THE INNOVATION AND GROWTH IN HEALTHCARE AND LIFE SCIENCES HAPPENING IN WESTCHESTER COUNTY. PRESENTED VIRTUALLY, GUESTS HAVE ACCESS TO FAR-REACHING PRESENTATIONS AND DISCUSSIONS ABOUT THE ADVANCEMENTS AND TRENDS THAT ARE TRANSFORMING HEALTHCARE, AND IMPORTANT POLICY, PUBLIC HEALTH AND TECHNOLOGY INITIATIVES WILL BE BROUGHT FORTH BY EXPERTS IN THEIR RESPECTIVE FIELDS.

    Expenses $970,785 · Grants $9,505 · Revenue $1,275,375

  • THE WCA WAS AWARDED A GRANT BY WESTCHESTER COUNTY TO CREATE THE HEALTHCARE TALENT PIPELINE PROGRAM (HTPP). THIS GRANT, WHICH RUNS THROUGH 2023 IS DESIGNED TO TRAIN AND PLACE HEALTHCARE WORKERS WITH EMPLOYERS IN WESTCHESTER COUNTY. THE GOAL OF THE HTPP IS TO TRAIN 100 AND PLACE 85.THE Y-ZONE WORK CONTINUED WITH NEW GRANT FUNDS FROM THE CITY OF YONKERS THROUGH A NEW YORK STATE COMMUNITY BLOCK FUND GRANT. THE GOAL OF THE PROGRAM WAS TO CONNECT 500 HOUSEHOLDS TO THE ACP AND PROVIDE 300 CLIENTS WITH TECHNOLOGY SKILLS EDUCATION AND INTERNET ENABLED DEVICES.

    Expenses $901,885

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • SUSAN FOX

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ALE FREDERICO

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER FISHER

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM HARRINGTON

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ASISH ARORA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DEREK ANDERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HORACE ANDERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PAUL ADLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT AIELLO PE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARY AMATO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT AMLER MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TERRY BURSTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN COONEY JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM CUDDY JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • THEADORA DIAMANTIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALFRED DONNELLAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JUSTIN DRISCOLL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SCOTT EDELMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LINDSAY FARRELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAN FISHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN FLANNERY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • FRANK FORTE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT GLAZER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MIKE GOLDRICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TIMOTHY HALL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HOWARD KLEIN CPA MS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RITA MABLI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SETH MANDELBAUM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LUIS MASSIANI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEVIN MCCARTHY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEVE MCCULLOUCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRENDAN MEYER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM MOONEY JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • WILLIAM MOONEY III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DEBORAH NOVICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JIM O'CONNOR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STACY PETROWER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAY PISCO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN ROSENTHAL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOSH RATNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEVIN RICHARDS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TYRE ROBINSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH SIMONE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JANE SOLNICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEN THEOBALDS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANTHONY VICEROY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TERESITA WISELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANDREW WEISZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MELINDA WHITE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBIN WHITE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICHARD WISHNIE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAN BLUM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL N ROMITA

    PRESIDENT & CEO

    Total calculated
    $208,365
    From this org
    $166,878
    From related orgs
    $0
    Other
    $41,487
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,878
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $41,487
    Filer's total
    $208,365

  • AMY ALLEN

    VICE PRESIDENT

    Total calculated
    $129,877
    From this org
    $129,400
    From related orgs
    $0
    Other
    $477
    Hours/week
    40 + 1 related

  • JASON CHAPIN

    DIR., WORKFORCE DEVELOPMENT

    Total calculated
    $161,365
    From this org
    $119,878
    From related orgs
    $0
    Other
    $41,487
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $104,878
    Bonus
    $15,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $41,487
    Filer's total
    $161,365

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 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
THE ORGANIZATION PAID BOARD-APPROVED DISCRETIONARY BONUSES IN 2023.

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.

  • WESTCHESTER PUBLIC ISSUES INSTITUTE INC

    501(C)(3) · ASSEMBLE COMMITTEES TO EVALUATE LIFE & WORK IN WESTCHESTER COUNTY · NY · controlled entity

    Directly controlled by WESTCHESTER COUNTY ASSOCIATION INC

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.

  • BLUEPRINT ACCELERATOR NETWORK LLC

    TO PROMOTE NEW & DEVELOPING BUSINESS VENTURES IN WESTCHESTER, NY -INACTIVE · NY · income $0 · assets $0

    Directly controlled by WESTCHESTER COUNTY ASSOCIATION INC

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202423199349312607

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