Putnam Family & Community Services Inc

Nonprofit profile at a glance

EIN
061485158
IRS 990 coverage
2010–2025
Forms available
Form 990 2025
Location
Carmel, NY, USA
Phone
8452252700
Rating
83
Verdict
STRONG
Rating confidence
Standard
Sector
Mental Health Treatment F31 Psychiatric, Mental Health Hospital

Official website

Reported finances

Revenue
$7,531,472
Expenses
$7,490,561
Assets
$1,079,233
Liabilities
$1,570,706

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

21 people listed

Executive titles in this filing

  • ERIC A TOTH (CEO)

Highest reported compensation

  • ERIC A TOTH (CEO): $197,748 total reported compensation
  • CYNTHIA OTT (CFO): $172,646 total reported compensation
  • JOHNSON OPPONG (NURSE PRACTI): $166,930 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To partner with individuals, families and the community to foster hope, wellness and recovery, and to restore quality of life by addressing mental health needs, substance use, and social and emotional issues.

What it reported doing in 2025

Community based/rehabilitation services- these services are comprised of our comprehensive personalized recovery oriented services (pros) program and care management programs which provide opportunities for rehabilitation and recovery for adults and children who live with serious mental health concerns or co-occurring mental health/substance use concerns. The pros program assists individuals in recovering from the disabling effects of mental illness. Additionally, there are a number of small programs which provide screening, support and advocacy to individuals and families in the community. Each program is rooted in the principles of psychiatric rehabilitation- the belief that all individuals have the right to determine their own treatment based on their interests, strengths and individual goals. Each program offers rehabilitation options and supportive services that help participants realize their potential and lead satisfying, productive and independent lives.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 99% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 83
  • Transparency & Controls: 84
  • Accountability: 100
  • Sustainability: 18
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 84.9%; rating input score 85
  • Program expense ratio: 85.4%; rating input score 85
  • Fundraising efficiency: $28.58 raised per $1 spent on fundraising; rating input score 68; 68th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 75th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 0.5%; rating input score 29; 29th percentile among comparable filings
  • Total-asset coverage ratio: 0.14; rating input score 4; 4th percentile among comparable filings
  • Liabilities to assets ratio: 1.46; rating input score 1; 1st percentile among comparable filings
  • Officer compensation ratio: 11.2%; rating input score 30; 30th percentile among comparable filings

Growth

  • Program expense growth: 3.7% per year; rating input score 100; 28th percentile among comparable filings
  • Revenue growth: 2.8% per year; rating input score 100; 21st percentile among comparable filings
  • Asset growth: -0% per year; rating input score 0; 10th percentile among comparable filings

Details

  • Where the money goes: 84.9% of revenue deployed · 85.4% of spending went to programs
  • Governance: 13 of 13 board members independent · 9 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $6.4M in reported program spending
  • Leadership: top reported pay $198K · 21 people listed · 2 of 6 pay-setting controls reported
  • Consistency: 37 of 37 current checks pass
  • Schedules: 8 filed schedules · includes major donors, grants, executive pay, and related organizations
  • Filing history: 15 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 5 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 29/100.
  • High — Sustainability: Total-asset coverage ratio scored 4/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 1/100.
  • Moderate — Sustainability: Officer compensation ratio scored 30/100.