Charity Review

Issued: April 2017 Expires: April 2019

Charity Seal Holder

Lifting Up Westchester

Meets Standards
 
(914) 949-3098 35 Orchard Street, White Plains NY 10603-3351 www.liftingupwestchester.org
  1. Conclusions
  2. Purpose
  3. Programs
  4. Governance & Staff
  5. Fund Raising
  6. Tax Status
  7. Financial
Conclusions

Lifting Up Westchester meets the 20 Standards for Charity Accountability.

Purpose

Restoring hope to Westchester County’s men, women and children in need by providing them with food, shelter and support-  and lifting them to greater self-sufficiency with dignity and respect.

Incorporated: 1979 in NY

Programs

The organization provides food, clothing, referrals, counseling and emergency services to homeless and hungry people; it also provides a summer camp program and after school tutoring sessions for homeless and disadvantaged children and health care services for seniors and disabled individuals.

Governance & Staff

Board Chair: Reverend Richard Kunz Business Affiliation: Rector Grace Episcopal Church

CEO: Ms. Anahaita Kotval

Board Size: 10

Staff: 275

Fund Raising
Method(s) used: Direct Mail Appeals Telephone Appeals Grant Proposals Internet Appeals

% of Related Contributions on Fundraising: 4.56%

Tax Status

This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.

Financial

The following information is based on Lifting Up Westchester Consolidated Audited Financial Statements for the fiscal year ending Thursday, December 31, 2015.

Source of Funds
Government Grants $4,427,529
Contributions and Grants $271,379
Fund Raising Events Revenue $214,460
Inkind Contributions $66,889
Program Service Fees $6,322,465
Investment income $6,054
Total Income: $11,308,776
 
Fusion Chart
 
Program Expenses: $10,110,620
Fundraising Expenses: $227,212
Administrative Expenses: $753,765
Total Expenses: $11,091,597
 
Income in Excess of Expenses: $217,179
 
Beginning Net Assets: $5,498,357
Ending Net Assets: $5,715,536
Total Liabilities: $1,975,367
Total Assets: $9,999,138


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Standards Legend

  • Meets Standards IconMeets Standards
  • Standards Not Met IconStandards Not Met
  • Did Not Disclose IconDid Not Disclose
  • Review in Progress IconReview in Progress
  • Unable to Verify IconUnable to Verify
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Standard 3: Board Meetings


Description:

An organization shall have a minimum of three evenly spaced meetings per year of the full governing body with a majority in attendance, with face-to-face participation. A conference call of the full board can substitute for one of the three meetings of the governing body. For all meetings, alternative modes of participation are acceptable for those with physical disabilities.

Lifting Up Westchester does not meet meet this standard because:

The organization’s board meetings were not evenly spaced throughout its fiscal year.

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Standard 11: Audit Report


Description:

Make available to all, on request, complete annual financial statements prepared in accordance with generally accepted accounting principles. When total annual gross income exceeds $500,000, these statements should be audited in accordance with generally accepted auditing standards. For charities whose annual gross income is less than $500,000, a review by a certified public accountant is sufficient to meet this standard. For charities whose annual gross income is less than $250,000, an internally produced, complete financial statement is sufficient to meet this standard.

Lifting Up Westchester does not meet meet this standard because:

The charity states that it does not provide its financial statements to the public upon request.

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Standard 14: Budget Plan


Description:

Have a board-approved annual budget for its current fiscal year, outlining projected expenses for major program activities, fund raising, and administration.

Lifting Up Westchester does not meet meet this standard because:

The charity's budget for the current fiscal year does not identify the total amount projected to be spent on fundraising or the total amount projected to be spent on administration.

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Standard 18: Donor Privacy


Description:

Address privacy concerns of donors by (a) providing in written appeals, at least annually, a means (e.g., such as a check off box) for both new and continuing donors to inform the charity if they do not want their name and address shared outside the organization, (b) providing a clear, prominent and easily accessible privacy policy on any of its websites that tells visitors (i) what information, if any, is being collected about them by the charity and how this information will be used, (ii) how to contact the charity to review personal information collected and request corrections, (iii) how to inform the charity (e.g., a check off box) that the visitor does not wish his/her personal information to be shared outside the organization, and (iv) what security measures the charity has in place to protect personal information.

Lifting Up Westchester does not meet meet this standard because: