2025-04-29T09:37:49-05:00 2024-06-30 872525370 CITRIN COOPERMAN ADVISORS LLC 500 EXCHANGE STREET SUITE 9-100 PROVIDENCE RI 02903 990 2023-07-01 050311985 WESTBAY COMMUNITY ACTION INC WEST 4017324666 224 BUTTONWOODS AVENUE WARWICK RI 02886 PAUL SALERA PRESIDENT / CEO 4017324666 2025-04-28 1 1 MICHAEL CRISCIONE P01456801 4014214800 2025-04-28 2023 2025-03-06 01:10:19Z PAUL SALERA 224 BUTTONWOODS AVENUE WARWICK RI 02886 19529797 0 X WWW. WESTBAYCAP.ORG X 1966 RI TO EMPOWER AND MOBILIZE PEOPLE THROUGH OUR PROGRAMS, PARTNERSHIPS, AND ADVOCACY TO GAIN GREATER SELF-SUFFICIENCY 14 14 123 300 0 0 19345562 17757825 1300420 1615734 0 0 130121 130788 20776103 19504347 0 0 0 0 4694199 5742945 0 0 0 15902721 13895739 20596920 19638684 179183 -134337 9741359 9208086 4609788 4210852 5131571 4997234 X TO ORGANIZE, PLAN AND PROVIDE SOCIAL SERVICES TO LOW INCOME AND ELDERLY INDIVIDUALS. 0 0 5467554 FAMILY SERVICES- FAMILY SERVICES AT WESTBAY COMMUNITY ACTION, INC ("WESTBAY"). PROVIDES SERVICES AND REFERRALS TO PEOPLE IN CRISIS SITUATIONS. IN MOST OF THE PROGRAMS, ELIGIBILITY IS DETERMINED BASED ON HOUSEHOLD INCOME. THIS UNIT ALSO PROVIDES INFORMATION AND REFERRAL TO LOCAL, STATE AND FEDERAL ASSISTANCE PROGRAMS DESIGNED TO ASSIST LOW INCOME RESIDENTS OF RHODE ISLAND. 2932977 WEATHERIZATION- WEATHERIZATION IS DESIGNED TO PERMANENTLY REDUCE UTILITY BILLS BY MAKING THE HOMES OF LOW-INCOME FAMILIES MORE ENERGY EFFICIENT. COMMON MEASURES INCLUDE INSTALLING INSULATION, SEALING DUCTS, TUNING AND REPAIRING FURNACES AND WATER HEATERS, AND SEALINGWINDOWS, DOORS AND OTHER INFILTRATION POINTS. 2822588 MEDICAL RESPITE - MEDICAL RESPITE IS NON-PERMANENT ACUTE AND POST-ACUTE CARE FOR PERSONS EXPERIENCING HOMELESSNESS WHO ARE TOO ILL OR FRAIL TO RECOVER FROM ILLNESS OR INJURY ON THE STREETS BUT ARE NOT ILL ENOUGH TO BE IN A HOSPITAL. BY PROVIDING A STABLE AND SAFE PLACE TO RECOVER AND RECEIVE NECESSARY SERVICES, MEDICAL RESPITE PROMOTES HEALING AND RECOVERY, ULTIMATELY DISRUPTING THE CYCLE OF HOMELESSNESS AND REDUCING THE NEED FOR COSTLY, PREVENTABLE, EMERGENCY INTERVENTION. 6680514 1706178 MARKET PLACE - THE WESTBAY MARKETPLACE IS THE THIRD LARGEST FOOD PANTRY IN RHODE ISLAND, SERVING OVER 2,000 CLIENTS PER MONTH. AS PART OF THE MARKETPLACE PROGRAM, WESTBAY ALSO OPERATES THE EMERGENCY FOOD PROGRAM, WHICH PROVIDES THREE DAYS OF FOOD TO CLIENTS BASED ON HOUSEHOLD SIZE, AND THE USDA COMMODITIES PROGRAM, WHICH PROVIDES FOOD STAPLES ONCES PER MONTH. 6680514 1706178 17903633 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 81 0 1 123 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X HEATHER BRAGA 4017324666 224 BUTTONWOODS AVENUE WARWICK RI 02886 ANTHONY CORRENTE JR CHAIR 1.00 1.00 X X 0 0 0 DANIEL O'ROURKE 1ST VICE CHAIR 1.00 1.00 X X 0 0 0 MARCIA SLOBIN 2ND VICE CHAIR 1.00 1.00 X X 0 0 0 JASON BOUCHARD TREASURER 1.00 1.00 X X 0 0 0 KIMBERLY WINEMAN SECRETARY 1.00 1.00 X X 0 0 0 SUE BAKER DIRECTOR 1.00 1.00 X 0 0 0 CHRISTINE IMBRIGLIO DIRECTOR 1.00 1.00 X 0 0 0 STEPHEN MCALLISTER DIRECTOR 1.00 1.00 X 0 0 0 ERIN MCANDREW DIRECTOR 1.00 1.00 X 0 0 0 VERTEAL PATTERSON DIRECTOR 1.00 1.00 X 0 0 0 MELAINE POTRZEBA DIRECTOR 1.00 1.00 X 0 0 0 ADAM SATCHELL DIRECTOR 1.00 1.00 X 0 0 0 LAURA TUSCANI DIRECTOR 1.00 1.00 X 0 0 0 CHRISTINE WILSON DIRECTOR 1.00 1.00 X 0 0 0 PAUL A SALERA PRESIDENT/CEO 40.00 1.00 X 178995 0 6543 HEATHER BRAGA CFO 40.00 1.00 X 135162 0 13046 SARAH LOPATKA-FARIA CHIEF PROGRAM OFFICER 40.00 1.00 X 112698 0 4581 JENNA TIETZE DIRECTOR OF ADMINISTRATION 40.00 1.00 X 112692 0 4715 539547 0 28885 4 0 1 0 ALERT AMBULANCE SERVICE PO BOX 9395 FALL RIVER MA 027209395 MEDICAL RESPITE NURSING 949289 WESGATE SECURITY 596 TIOGUE AVENUE CONVENTRY RI 02816 MEDICAL RESPITE SECURITY 489671 COMFORT SYSTEMS 16 WHITMAN STREET CONVENTRY RI 02816 WEATHERIZATION CONTRACTOR 418014 ENCORE CATERING 1736 ELMWOOD AVENUE WARWICK RI 02888 NUTRITION & CHILDRENS CENTER MEAL PROVID 370122 KWIK PLUMBING & HEATING PO BOX 19475 JOHNSTON RI 02919 WEATHERIZATION CONTRACTOR 298265 9 13891981 3865844 1971229 17757825 CHILDREN SERVICES 624200 1113232 1113232 ELDER SERVICE 624200 367673 367673 NUTRITION SERVICES 624200 115676 115676 FARM STAND 624200 19153 19153 1615734 90444 0 90444 90444 90444 42901 25450 17451 17451 MISCELLANEOUS INCOME 900099 22893 22893 22893 19504347 1706178 0 40344 X 363296 298521 64775 4458351 3663439 794912 91309 80634 10675 407299 359683 47616 422690 374581 48109 14475 14475 65035 65035 2218551 1961909 256642 83627 77176 6451 485170 381937 103233 1113318 1107742 5576 43136 42262 874 115874 103319 12555 13214 13214 125437 65328 60109 190201 69396 120805 LIHEAP PAYMENTS 3442431 3442431 PROGRAM SUPPLIES 2287054 2277501 9553 IN KIND MARKET 2019424 2019309 115 BOILER MATERIALS 1166659 1166659 512133 411806 100327 19638684 17903633 1735051 0 1770571 2139092 2478510 2220358 471859 503688 69920 21840 230966 68547 2877028 1402894 1228682 1474134 3490851 2780427 9741359 9208086 841647 855485 221204 212226 3546937 3143141 4609788 4210852 X 4131387 4328981 1000184 668253 5131571 4997234 9741359 9208086 -134337 0 X X 0 1 X 1 1 1 X 9200144 12807679 13749983 19345562 17800726 72904094 9200144 12807679 13749983 19345562 17800726 72904094 72904094 86444 90444 176888 10784 0 6349 2747 17451 37331 67751 105357 19653 40930 22893 256584 73374897 5909326 0.99360 0.99500 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 67,751. 2020 AMOUNT: $ 105,357. 2021 AMOUNT: $ 19,653. 2022 AMOUNT: $ 40,930. 2023 AMOUNT: $ 22,893. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 389575 389575 1686498 882389 804109 178805 94918 83887 622150 425587 196563 1474134 OPERATING LEASES RIGHT-OF-USE ASSETS 2780427 2780427 OPERATING LEASES LIABILITIES 2850888 ADVANCES ON GRANTS 292253 3143141 X PART X, LINE 2: WESTBAY QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"). AS A NOT-FOR-PROFIT ENTITY, WESTBAY IS SUBJECT TO UNRELATED BUSINESS INCOME TAX ("UBIT"), IF APPLICABLE. IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES, WESTBAY APPLIES THE "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION AND DERECOGNITION OF TAX POSITIONS FOR ITS FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED WESTBAY'S TAX POSITIONS AND HAS CONCLUDED THAT THERE WERE NO UNCERTAIN TAX POSITIONS THAT QUALIFIED FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. WESTBAY FILES AN INFORMATIONAL TAX RETURN IN THE U.S. FEDERAL JURISDICTION. GOLF TOURNAMENT 42004 42004 500 9450 15480 MIDLAND CATALOG FUNDRAISER 897 897 20 42901 42901 500 9450 15500 25450 17451 X 0 0 0 0 0 0 0 0 0 PAUL A SALERA PRESIDENT/CEO 178995 0 0 0 0 0 5195 0 1348 0 185538 0 0 0 PART I, LINE 3 COMPENSATION FOR THE PRESIDENT/CEO IS APPROVED BY THE BOARD ANNUALLY. X 1971229 $1.93 / POUND 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE BY-LAWS WERE AMENDED AND RESTATED EFFECTIVE JUNE 20, 2024. FORM 990, PART VI, SECTION B, LINE 11B THE CEO, CFO, AND MEMBERS OF THE FINANCE COMMITTEE REVIEW THE 990, WHICH IS THEN PROVIDED TO MEMBERS OF THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD IS REQUIRED TO SIGN A CONFLICT OF INTEREST FORM AND MUST DENOTE ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 CEO SALARY INCREASES ARE APPROVED BY THE BOARD, AND THE CEO APPROVES SALARY INCREASES FOR OTHER OFFICERS OR KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE MADE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS, CONTRACTORS ETC:: PROGRAM SERVICE EXPENSES 1,961,909. MANAGEMENT AND GENERAL EXPENSES 256,642. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,218,551. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS AN ACTIVE FINANCE COMMITTEE THAT MEETS WITH THE AUDITORS TO REVIEW THE AUDITED FINANCIAL STATEMENTS AND ANY ISSUES OR CONCERNS RAISED DURING THE AUDIT PROCESS. THE STATEMENTS ARE THEN PRESENTED BY THE COMMITTEE TO THE ENTIRE BOARD OF DIRECTORS. THE ORGANIZATION PERIODICALLY GOES OUT TO BID FOR AUDIT SERVICES. ONCE BIDS ARE RECEIVED THEY ARE REVIEWED AND THE BOARD SELECTS THE INDEPENDENT AUDIT FIRM. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. WESTBAY HOUSING CORPORATION 224 BUTTONWOODS AVENUE WARWICK RI 02886 201110283 EXPAND AFFORDABLE HOUSING OPTIONS FOR LOW AND MODERATE INCOME FAMILIES RI 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 WESTBAY HOUSING CORPORATION N 0 VARIES ANNUALLY WESTBAY HOUSING CORPORATION O 0 VARIES ANNUALLY