WESTCHESTER INSTITUTE FOR HUMAN DEVELOPMENT

EIN: 200738248 501(c)(3) Health Care

VALHALLA, NY

Total Revenue
$24,876,378
Total Expenses
$24,019,044
Total Assets
$17,945,345
Net Assets
$14,738,782
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2004
Legal Domicile
NY
Principal Officer
SUSAN FOX PHD
Phone
9144938208
Tax Period
2024-01-01 to 2024-12-31

WESTCHESTER INSTITUTE FOR HUMAN DEVELOPMENT, founded in 2004, is a mid-sized nonprofit in the Health Care sector that reported $24.9M in total revenue in fiscal year 2024. Expenses of $24.0M left a modest 3% surplus.

Mission

WIHD ADDRESSES MAJOR SOCIAL & HEALTH ISSUES AFFECTING PEOPLE WITH DISABILITIES & VULNERABLE CHILDREN. WIHD PROVIDES CLINICAL & SUPPORT SERVICES TO INDIVIDUALS, FAMILIES & CAREGIVERS

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,275,775
Program Service Revenue $19,692,041
Investment Income $451,077
Other Revenue $457,485
TOTAL REVENUE $24,876,378

Expense Breakdown

Grants Paid $0
Salaries & Benefits $17,151,551
Fundraising Expenses $334,057
Program Expenses $20,949,322
Other Expenses $6,867,493
TOTAL EXPENSES $24,019,044

Year-over-Year Comparison

2024 2023 Change
Revenue $24,876,378 $23,267,722 +0.1%
Expenses $24,019,044 $23,541,891 +0.0%
Net Income $857,334 $-274,169 -4.1%
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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Governance

Voting Members
12
Independent Members
12
Employees
292
Volunteers
15

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
6
$643,011
Total Directors
12
$0
Key Employees
2
$368,575
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
FRANCES A RAO BOARD MEMBER 2.00
Director
$0 $0 $0
BARBARA KESTENBAUM BOARD MEMBER 2.00
Director
$0 $0 $0
WALTER FOWLER BOARD MEMBER 2.00
Director
$0 $0 $0
AARON VELEZ BOARD MEMBER 2.00
Director
$0 $0 $0
JEAN LUCASEY BOARD MEMBER 2.00
Director
$0 $0 $0
JENNIFER DEMARRAIS BOARD MEMBER 2.00
Director
$0 $0 $0
MARIE HOUSTON BOARD MEMBER 2.00
Director
$0 $0 $0
MONICA SGANGA CHAIR 4.00
Officer Director
$0 $0 $0
TRACI F GARDNER MD VICE CHAIR 2.00
Officer Director
$0 $0 $0
TIFFANY REID BOARD MEMBER 2.00
Director
$0 $0 $0
FERN JUSTER MD TREASURER 2.00
Officer Director
$0 $0 $0
VERA HALPENNY SECRETARY 2.00
Officer Director
$0 $0 $0
MARIANNE VENTRICE CHIEF FINANCIAL OFFICER & 35.00
Officer
$220,199 $28,351 $248,550
SUSAN FOX PHD PRESIDENT & CEO 35.00
Officer
$328,938 $65,523 $394,461
IZEL OBERMEYER CHIEF CLINICAL OFFICER 35.00
Key Emp
$158,448 $20,092 $178,540
PATRICIA PATRICK CHIEF ACADEMIC OFFICER AND 35.00
Key Emp
$168,740 $21,295 $190,035
BALDEV SINGH MD NEUROLOGIST 35.00
Highest
$185,199 $24,012 $209,211
CHRISTOPHER PALMEIRO ENDOCRINOLOGIST 35.00
Highest
$189,875 $36,939 $226,814
LORRAINE RONCA DO ASSISTANT PROGRAM DIRECTOR 35.00
Highest
$190,073 $22,645 $212,718
MELISSA VELEZ-VIEIRA EARLY INTERVENTION SERVICE COORDINATOR 35.00
Highest
$194,073 $12,065 $206,138
ROBERT GRAMBAU MD PSYCHIATRIST 35.00
Highest
$219,944 $24,789 $244,733
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 $24,876,378 $24,019,044 $17,945,345 $857,334
2023 $23,267,722 $23,541,891 $19,094,928 $-274,169
2022 $24,974,371 $22,369,250 $21,199,954 $2,605,121
2021 $25,823,447 $22,896,549 $16,841,739 $2,926,898
2020 $20,619,470 $21,113,984 $14,607,775 $-494,514
2019 $22,299,571 $22,284,032 $11,632,694 $15,539
2018 $22,357,168 $21,846,327 $10,255,648 $510,841
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