Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 16,180,399 | 26,261,949 | 18,910,632 | 20,828,072 | 23,267,439 | 105,448,491 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | 0 | |||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | |||||
| 4 | Total. Add lines 1 through 3 | 16,180,399 | 26,261,949 | 18,910,632 | 20,828,072 | 23,267,439 | 105,448,491 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 0 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 105,448,491 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 16,180,399 | 26,261,949 | 18,910,632 | 20,828,072 | 23,267,439 | 105,448,491 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 2,353 | 1,477 | 6,760 | 7,078 | 6,153 | 23,821 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 371,935 | 571,401 | 731 | 0 | 0 | 944,067 |
| 11 | Total support Add lines 7 through 10. | 106,416,379 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINES 8A & 8B | Minutes of the board meetings are written and adopted by the board at subsequent meetings. Actions of the Executive Committee are written and ratified by the full board at subsequent meetings. The Executive Committee, which consists of the officers of the Corporation who also serve on the Board of Directors, has authority to act for the Board between Board meetings. |
| Form 990, PART VI, SECTION B, LINE 11B | The Form 990 is reviewed and approved by the organization's Vice President-Finance, Senior Vice President-Housing and President and is then distributed to board members for review prior to filing. |
| Form 990, PART VI, SECTION B, LINE 12C | Conflict of interest policy requires annual disclosure of conflicts by board members and key employees. In addition, if and when business transactions involving interested persons come before the board, the appropriate directors recuse themselves and leave the meeting during any discussion of the business in question. |
| FORM 990, PART VI, SECTION B, LINES 15A & 15B | IN JANUARY OF EACH YEAR, THE CEO IS REQUESTED BY THE CHAIR OF THE BOARD TO PROVIDE THE COMPENSATION COMMITTEE WITH A RECOMMENDATION AND JUSTIFICATION FOR A COMPENSATION INCREASE, DECREASE OR A RECOMMENDATION TO REMAIN THE SAME. THE COMPENSATION COMMITTEE REVIEWS THE CEO'S RECOMMENDATION AND DOES INDEPENDENT INVESTIGATION INTO COMPARABILITY. THEY THEN DISCUSS THEIR RESULTS AND THE CHAIRMAN THEN INFORMS THE CEO OF THE COMMITTEE'S DECISION. THE PRESIDENT DETERMINES THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES BASED ON COMPARABILITY INFORMATION AND PERFORMANCE REVIEWS IN CONJUNCTION WITH THE ORGANIZATION'S HUMAN RESOURCE DIRECTOR. |
| Form 990, PART VI, SECTION C, LINE 19 | The organization's annual report is distributed to all funders and donors and is available through our website upon request. Our governing documents and conflict of interest policy are distributed upon request to all funders and donors and are available upon request to members of the public. |
| FORM 990, PART III, LINE 4A | HOUSING SERVICES AND OPERATIONS: The heart of Westhab's mission is to provide quality, affordable housing for the poorest citizens of Westchester. We currently provide about 1,000 units of affordable rental housing in Westchester and New York City. Westhab provides property and facility management in all of our facilities, homeless shelters, small and large multifamily buildings, and special needs residences in small residential buildings. We also provide security services, both staffed and mechanical in most of our buildings. Beginning in 1983, Westhab, in close partnership with the Westchester County Department of Social Services, pioneered the creation of the Emergency Housing Apartment Program, now a national model for upgrading substandard housing while providing transitional housing for homeless families. Westhab currently provides 210 units of this community-based housing for homeless families, in dozens of residential buildings throughout southern Westchester. We are very proud of the fact that the Westhab green management sign on the front of our buildings always identifies the best-maintained buildings on the block. |
| FORM 990, PART III, LINE 4B | SHELTER OPERATIONS: At the height of the homeless crisis in Westchester County, in the mid-1990's, Westhab operated four large shelters for homeless families and individuals. Adopting the housing first model to meet local needs and utilizing rapid re-housing, effective case management, and aggressive home-finding activities, we have successfully moved 6,000 households from homelessness to permanent housing including over 312 in 2014 alone. We currently operate the only large family homeless shelter in Westchester in addition to a unique workforce men's homeless shelter that provides temporary supportive housing for men as well as permanent affordable housing. Our family homeless shelter for 100 families in White Plains is the central point of intake for all homeless families in the County and provides a comprehensive array of services designed to assist homeless families in moving to affordable permanent rental housing. We currently transition more than 200 families each year through this process and have reduced the median length of time families stay homeless from one year ten years ago, to three months in 2014. Westhab has developed comprehensive Youth Services programs in its homeless shelter to meet the myriad academic, enrichment, and social needs of homeless young people. Our Youth Services model has continually evolved and we now also operate 6 community-based Youth Centers in Yonkers, Mount Vernon and the Bronx to meet the needs of at-risk young people in distressed neighborhoods. In 2014, we served more than 1,000 young people in these programs. |
| FORM 990, PART III, LINE 4C | EMPLOYMENT SERVICES: Westhab's employment services programs focus on job readiness training, job placement and job retention. We started this service with homeless residents in our shelters, then expanded to serving the larger community in Mount Vernon and Yonkers by opening Community Resource Centers in both communities. We currently contract with the County to serve all its clients in the Mount Vernon/New Rochelle catchment area (1,600 families/singles) and continue to serve young adults, community residents and the homeless in the city of Yonkers. Westhab's Employment Services Division averages 500 placements per year in jobs paying an average of $9.50 per hour. Additionally, our Community Resource Centers enable several thousand residents each year to access job-finding opportunities on the internet, upgrade resumes, obtain interview clothing, and practice interview techniques. |
| FORM 990, PART III, LINE 4D | AFFORDABLE LOW INCOME HOUSING DEVELOPMENT: Westhab acquires property and develops housing, using different financing sources available including state and federal funds, low income housing tax credit financing, and private debt financing. Westhab purchases vacant land or buildings in Westchester and the Bronx and structures a residential project that serves an existing need. Westhab establishes a development team that includes architects, engineers, attorneys, consultants, a general contractor and an owner's rep to build quality, affordable housing. Westhab has renovated or newly constructed 2,500 affordable units. In 2013, we completed and opened two rental projects: a 40 unit senior residence in New Rochelle and a 28 unit family development in the Town of Greenburgh. We also continued the development of three additional projects in 2014: a sixteen unit rental for disconnected youth in Yonkers that received a full funding award in August 2013 and an increase in October 2014 from HHAC; a 72 unit senior development that previously received a HUD 202 award and will complete the required financing with 4% tax credits and state administered capital funds; and a 68 unit project in the Bronx for independent mentally ill that has received funds from NYS OMH, and will complete the financing required with 4% as of right tax credits and tax exempt bonds from DASNY. Both the HHAC and OMH projects have started construction in November 2014. Westhab's development is designed to be cost effective over the long run, using quality materials and design that holds up well for many years. |
| FORM 990, PART VI, SECTION A, LINE 2 | JEFFERSON BOYCE AND ARLETHA MILES-BOYCE HAVE A FAMILY RELATIONSHIP. |
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