Civic Intelligence

Philipstown Behavioral Health Hub Inc

EIN 84-2402163 • 501(c)3 • Cold Spring, NY

Profile

The mission of the philipstown behavioral health hub ("the hub")is to create and coordinate local access to mental health and addiction resources for the residents of philipstown, their family members, and those who work in philipstown.

PO Box 317Cold Spring, NY 10516

www.philipstownhub.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

68th percentile

0.03x

Higher debt load relative to assets than 68% of similar nonprofits.

NTEE F • <$500k nonprofits • Source year 2025

Liabilities / Revenue

71st percentile

0.02x

Higher debt load relative to revenue than 71% of similar nonprofits.

NTEE F • <$500k nonprofits • Source year 2025

Net Margin

66th percentile

21%

Higher net margin than 66% of similar nonprofits.

NTEE F • <$500k nonprofits • Source year 2025

Top Officer Pay

94th percentile

$62,103

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 13.5% of source-year revenue.

NTEE F • <$500k nonprofits • Source year 2025

Asset Growth

77th percentile

44%

Faster asset growth than 77% of similar nonprofits.

NTEE F • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

75th percentile

50%

Faster revenue growth than 75% of similar nonprofits.

NTEE F • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$344,334

Up $105,110 (+44%) from 2024

Liabilities

Up

$11,462

Up $6,881 (+150%) from 2024

Net Assets

Up

$332,872

Up $98,229 (+42%) from 2024

Revenue

Up

$460,124

Up $153,616 (+50%) from 2024

Expenses

Up

$361,894

Up $112,532 (+45%) from 2024

Net Income

Up

$98,230

Up $41,084 (+72%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2020: $101,584Liabilities 2020: $0Net Assets 2020: $101,5842020Assets 2021: $187,262Liabilities 2021: $2,532Net Assets 2021: $184,7302021Assets 2022: $204,533Liabilities 2022: $3,587Net Assets 2022: $200,9462022Assets 2023: $179,080Liabilities 2023: $1,583Net Assets 2023: $177,4972023Assets 2024: $239,224Liabilities 2024: $4,581Net Assets 2024: $234,6432024Assets 2025: $344,334Liabilities 2025: $11,462Net Assets 2025: $332,8722025

Highlighted filing

2025

Assets$344,334
Liabilities$11,462
Net Assets$332,872

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2020: $152,969Expenses 2020: $51,385Net Income 2020: $101,5842020Revenue 2021: $211,412Expenses 2021: $128,266Net Income 2021: $83,1462021Revenue 2022: $200,366Expenses 2022: $184,150Net Income 2022: $16,2162022Revenue 2023: $225,339Expenses 2023: $249,011Net Income 2023: -$23,6722023Revenue 2024: $306,508Expenses 2024: $249,362Net Income 2024: $57,1462024Revenue 2025: $460,124Expenses 2025: $361,894Net Income 2025: $98,2302025

Highlighted filing

2025

Revenue$460,124
Expenses$361,894
Net Income$98,230

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 6, 2026
Return Version
2024v5.0
Gross Receipts
$460,124
Mission and Program Overview

Mission

The mission of the philipstown behavioral health hub ("the hub")is to create and coordinate local access to mental health and addiction resources for the residents of philipstown, their family members, and those who work in philipstown.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$209,955$206,200▼ $3,755
Savings and Temporary Cash Investments$23,785$125,360▲ $101,575
Prepaid Expenses and Deferred Charges$2,200$9,700▲ $7,500
Land, Buildings, and Equipment, Net$1,084$874▼ $210
Total Assets$239,224$344,334▲ $105,110
Other Assets Total$2,200$2,200→ $0
Liabilities
Accounts Payable and Accrued Expenses$4,581$11,462▲ $6,881
Total Liabilities$4,581$11,462▲ $6,881
Net Assets / Fund Balance
Net Assets With Donor Restrictions$113,951$174,589▲ $60,638
Net Assets Without Donor Restrictions$120,692$158,283▲ $37,591
Total Net Assets Fund Balance$234,643$332,872▲ $98,229
Total Liabilities and Net Assets / Fund Balance$239,224$344,334▲ $105,110

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$874$1,225$2,099
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Michelle KupperExecutive DiFT$62,103$62,103
Semra ErcinResigned 3/7FT$19,692$19,692

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$459,548
Program Service Revenue
$0
Investment Income
$576
Other Revenue
$0
All Other Contributions
$420,798
Change in Net Assets
$98,230
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$240,846
Other Expenses$121,048
Total Fundraising Expense$28,609
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$183,207$18,741$12,485$214,433
Occupancy$37,008$3,785$2,521$43,314
Payroll Taxes$22,567$2,308$1,538$26,413
Fees for Services Other$18,336$863$1,134$20,333
Fees for Services Accounting-$11,525-$11,525
Insurance$1,146$9,271-$10,417
Information Technology$7,119$728$485$8,332
Office Expenses$2,648$878$181$3,707
Advertising--$2,767$2,767
Other Expenses$3,100$1,030$6,984$1,030
Payment Travel Entrtnmnt Publicly Ofcl$392--$392
All Other Expenses$321--$321
Depreciation Depletion$179$18$12$209
Total Functional Expenses$283,385$49,900$28,609$361,894
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Board members reviewed before and at monthly meeting.

Form 990, Page 6, Part VI, Line 12C

The board has adopted and will periodically review standards of conduct addressing conflicts of interest or the appearance of such conflicts (including the disclosure of conflicts or potential conflicts and related recusals) by board members, officers, employees, contractors, agents and others providing services/goods to the corporation. Such standards shall prohibit individuals with a real or apparent conflict of interest with respect to a specific transaction from participating in the selection, award and/or administration of such transaction. Such standards shall also establish policies and procedures limiting or prohibiting nepotism, bribery, and the offer or solicitation of gifts, gratuities, favors or anything of monetary value for private financial gain, set forth a written corporate policy for maintaining the confidentiality of proprietary and other corporate information (i.e. Any information received as the result of being a board member, employee, contractor or other agent of the corporation) and set forth disciplinary actions for violations of the standards. Each board member has a fiduciary duty to the corporation and his or her actions must be in the best interests of the corporation. Except as specifically authorized by the by-laws, individual board members may not speak on behalf of the entire board or the corporation without authorization from the board of directors. Requests from any third party for information or statements regarding the corporation shall be referred to the executive director. Board members, officers, employees and representatives of the corporation are prohibited from taking any action or carrying on any activity by or on behalf of the corporation not permitted to be taken or carried on by a tax exempt organization, including the participation in, or intervention in (including the publishing or distributing of statements) any political campaign on behalf of any candidate for public office.

Form 990, Page 6, Part VI, Line 15A

Amounts reviewed by executive committee and then presented to board members for a vote at monthly meeting.

Form 990, Page 6, Part VI, Line 19

All documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Philipstown Behavioral Health Hub
EIN
84-2402163
Phone
8452601001
Address
PO BOX 317, COLD SPRING, NY 10516

Signing Officer

Name
Michael Lombardi
Title
Treasurer
Phone
8452601001
Signed
2026-03-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Lombardi
Formed
2019
Legal Domicile
Ny
Voting Board Members
17
Independent Board Members
17
Employees
7
Volunteers
10

Preparer

Firm
Rbt Cpas Llp
Address
2678 SOUTH RD STE 101, POUGHKEEPSIE, NY 12601-5254
Preparer
Ross Trapani CPA
Phone
8454855510
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The mission of the philipstown behavioral health hub ("the hub")is to create and coordinate local access to mental health and addiction resources for the residents of philipstown, their family members, and those who work in philipstown.

Form 990, Part XI, Line 9

Book / tax depreciation difference -1

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IRS990/MissionDesc0THE MISSION OF THE PHILIPSTOWN BEHAVIORAL HEALTH HUB ("THE HUB")IS TO CREATE AND COORDINATE LOCAL ACCESS TO MENTAL HEALTH AND ADDICTION RESOURCES FOR THE RESIDENTS OF PHILIPSTOWN, THEIR FAMILY MEMBERS, AND THOSE WHO WORK IN PHILIPSTOWN.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF THE PHILIPSTOWN BEHAVIORAL HEALTH HUB ("THE HUB")IS TO CREATE AND COORDINATE LOCAL ACCESS TO MENTAL HEALTH AND ADDICTION RESOURCES FOR THE RESIDENTS OF PHILIPSTOWN, THEIR FAMILY MEMBERS, AND THOSE WHO WORK IN PHILIPSTOWN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS REVIEWED BEFORE AND AT MONTHLY MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD HAS ADOPTED AND WILL PERIODICALLY REVIEW STANDARDS OF CONDUCT ADDRESSING CONFLICTS OF INTEREST OR THE APPEARANCE OF SUCH CONFLICTS (INCLUDING THE DISCLOSURE OF CONFLICTS OR POTENTIAL CONFLICTS AND RELATED RECUSALS) BY BOARD MEMBERS, OFFICERS, EMPLOYEES, CONTRACTORS, AGENTS AND OTHERS PROVIDING SERVICES/GOODS TO THE CORPORATION. SUCH STANDARDS SHALL PROHIBIT INDIVIDUALS WITH A REAL OR APPARENT CONFLICT OF INTEREST WITH RESPECT TO A SPECIFIC TRANSACTION FROM PARTICIPATING IN THE SELECTION, AWARD AND/OR ADMINISTRATION OF SUCH TRANSACTION. SUCH STANDARDS SHALL ALSO ESTABLISH POLICIES AND PROCEDURES LIMITING OR PROHIBITING NEPOTISM, BRIBERY, AND THE OFFER OR SOLICITATION OF GIFTS, GRATUITIES, FAVORS OR ANYTHING OF MONETARY VALUE FOR PRIVATE FINANCIAL GAIN, SET FORTH A WRITTEN CORPORATE POLICY FOR MAINTAINING THE CONFIDENTIALITY OF PROPRIETARY AND OTHER CORPORATE INFORMATION (I.E. ANY INFORMATION RECEIVED AS THE RESULT OF BEING A BOARD MEMBER, EMPLOYEE, CONTRACTOR OR OTHER AGENT OF THE CORPORATION) AND SET FORTH DISCIPLINARY ACTIONS FOR VIOLATIONS OF THE STANDARDS. EACH BOARD MEMBER HAS A FIDUCIARY DUTY TO THE CORPORATION AND HIS OR HER ACTIONS MUST BE IN THE BEST INTERESTS OF THE CORPORATION. EXCEPT AS SPECIFICALLY AUTHORIZED BY THE BY-LAWS, INDIVIDUAL BOARD MEMBERS MAY NOT SPEAK ON BEHALF OF THE ENTIRE BOARD OR THE CORPORATION WITHOUT AUTHORIZATION FROM THE BOARD OF DIRECTORS. REQUESTS FROM ANY THIRD PARTY FOR INFORMATION OR STATEMENTS REGARDING THE CORPORATION SHALL BE REFERRED TO THE EXECUTIVE DIRECTOR. BOARD MEMBERS, OFFICERS, EMPLOYEES AND REPRESENTATIVES OF THE CORPORATION ARE PROHIBITED FROM TAKING ANY ACTION OR CARRYING ON ANY ACTIVITY BY OR ON BEHALF OF THE CORPORATION NOT PERMITTED TO BE TAKEN OR CARRIED ON BY A TAX EXEMPT ORGANIZATION, INCLUDING THE PARTICIPATION IN, OR INTERVENTION IN (INCLUDING THE PUBLISHING OR DISTRIBUTING OF STATEMENTS) ANY POLITICAL CAMPAIGN ON BEHALF OF ANY CANDIDATE FOR PUBLIC OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AMOUNTS REVIEWED BY EXECUTIVE COMMITTEE AND THEN PRESENTED TO BOARD MEMBERS FOR A VOTE AT MONTHLY MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOOK / TAX DEPRECIATION DIFFERENCE -1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19

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