LIFTING UP WESTCHESTER INC (EIN 133121606) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1979

Legal Domicile

Principal Officer

ANAHAITA KOTVAL

Phone

9149493098

Tax Period

2024-01-01 to 2024-12-31

LIFTING UP WESTCHESTER INC, founded in 1979, is a mid-sized nonprofit in the Housing & Shelter sector that reported $10.1M in total revenue in fiscal year 2024. Expenses of $9.7M left a modest 3% surplus.

Mission

lifting up westchester provides life-changing support to people who have lost their housing or are struggling to meet other basic needs. we partner with those we serve to build a more secure future for themselves and their families.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $9,774,395

Program Service Revenue $209,998

Investment Income $73,453

Other Revenue $14,028

TOTAL REVENUE $10,071,874

Expense Breakdown

Grants Paid $2,991,293

Salaries & Benefits $4,596,353

Fundraising Expenses $440,333

Program Expenses $8,368,708

Other Expenses $2,144,520

TOTAL EXPENSES $9,732,166

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,071,874	$10,300,147	0.0%
Expenses	$9,732,166	$9,068,237	+0.1%
Net Income	$339,708	$1,231,910	-0.7%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

113

Volunteers

2029

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$319,026

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANAHAITA KOTVAL	CEO	40.00	Officer	$196,800	$2,500	$199,300
CARL WILLIAMS	CFO	40.00	Officer	$107,174	$12,552	$119,726
ROBERT BROWN	Director	1.00	Director	$0	$0	$0
DR DANA BRYANT	Director	1.00	Director	$0	$0	$0
NEAL SIENA	Director	1.00	Director	$0	$0	$0
RAVI MITTAL	Director	1.00	Director	$0	$0	$0
DIANE APARISIO	Director	1.00	Director	$0	$0	$0
CALVIN CHIN	Director	1.00	Director	$0	$0	$0
MAMTA MAMIK	Director	1.00	Director	$0	$0	$0
MICHAEL DINIZO	Treasurer	2.00	Officer Director	$0	$0	$0
DESPINA KARTSON	Vice President	2.00	Officer Director	$0	$0	$0
JOHN MORRISON	Director	1.00	Director	$0	$0	$0
GEORGE KONTOGIANNIS	President	2.00	Officer Director	$0	$0	$0
ELENA GALLO	Director	1.00	Director	$0	$0	$0
SANDRA BONILLA	Director	1.00	Director	$0	$0	$0
ANDREW HEATH	Director	1.00	Director	$0	$0	$0
JANINE DAUGHTRY	Director	1.00	Director	$0	$0	$0
JOHN SABALJA	Director	1.00	Director	$0	$0	$0
ADIL MISTRY	Director	1.00	Director	$0	$0	$0
STEVE GROTH	Director	1.00	Director	$0	$0	$0
GIUSEPPE SIENA	Director	1.00	Director	$0	$0	$0
KACY BRADY	Director	1.00	Director	$0	$0	$0
ANGELINA COLOMBO	Director	1.00	Director	$0	$0	$0
Max Gaujean	Secretary	2.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$10,071,874	$9,732,166	$13,685,393	$339,708
2023	$10,300,147	$9,068,237	$13,190,558	$1,231,910
2022	$8,738,372	$8,616,830	$12,242,511	$121,542
2021	$11,870,807	$10,736,732	$11,378,064	$1,134,075
2021	$11,870,807	$10,736,732	$11,378,064	$1,134,075
2020	$15,017,287	$13,476,043	$11,380,717	$1,541,244
2019	$13,956,418	$13,758,449	$11,109,921	$197,969
2018	$13,370,002	$13,237,338	$10,342,029	$132,664

LIFTING UP WESTCHESTER INC