2025-11-17T14:38:52-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 66 HUDSON BLVD E SUITE 2200 NEW YORK NY 10001 990 2024-01-01 132877912 FREEDOM INSTITUTE INC FREE 2128380044 515 MADISON AVENUE 13TH FLOOR NEW YORK NY 10022 ANDREW GERBER CEO 2128380044 2025-11-17 1 1 MARY-EVELYN ANTONETTI P00431862 2126976900 2025-11-17 2024 2025-03-06 01:10:19Z X SILVER HILL NEW YORK ANDREW GERBER 515 MADISON AVENUE 13TH FLOOR NEW YORK NY 10022 1405682 0 X WWW.SILVERHILLNEWYORK.ORG X 1976 NY ASSIST AND COUNSEL THE CHEMICALLY DEPENDENT AND THEIR FAMILIES THROUGH EDUCATION, TREATMENT, AND PREVENTION. 16 16 14 20 0 0 211471 107048 1332392 1257068 0 0 8807 41566 1552670 1405682 0 0 0 0 1045205 1224445 0 0 3966 946225 1141896 1991430 2366341 -438760 -960659 169538 132105 597824 1521050 -428286 -1388945 X FREEDOM INSTITUTE IS A RESOURCE CENTER FOR INDIVIDUALS AND FAMILIES COPING WITH ADDICTION AND CO-OCCURRING ISSUES SUCH AS DEPRESSION AND ANXIETY. WE OFFER PERSONALIZED COUNSEL AND CARE TO THOSE SEEKING TO PREVENT, UNDERSTAND OR RECOVER FROM SUBSTANCE ABUSE AND ADDICTION. 0 0 1937257 1257068 IN 2024, FREEDOM INSTITUTE'S AFFILIATION WITH SILVER HILL HOSPITAL WAS FORMALLY APPROVED BY THE NEW YORK STATE OFFICE OF ADDICTION SERVICES AND SUPPORTS (OASAS), ESTABLISHING SILVER HILL AS THE SOLE CORPORATE MEMBER OF FREEDOM INSTITUTE. WITH THE SUPPORT OF SILVER HILL HOSPITAL, FREEDOM INSTITUTE STRENGTHENED BOTH ITS INTENSIVE OUTPATIENT PROGRAM (IOP) AND OUTPATIENT SERVICES (OP) AND RECRUITED PREMIER CLINICAL LEADERSHIP TO ENHANCE THE QUALITY OF CARE. THE ORGANIZATION EXPERIENCED STEADY GROWTH IN CENSUS BY SERVING CLIENTS TRANSITIONING FROM SILVER HILL HOSPITAL TO THE NEW YORK CITY MARKET AND EXPANDING COLLABORATION WITH OTHER TREATMENT PROVIDERS IN THE NYC MARKET. THESE DEVELOPMENTS POSITIONED FREEDOM INSTITUTE TO BEGIN REBRANDING AS SILVER HILL NEW YORK IN 2025. (CONTINUED ON SCH O)IOP:LOCATED IN THE HEART OF MIDTOWN MANHATTAN, FREEDOM INSTITUTE ENABLES CLIENTS WITH SUBSTANCE USE DISORDERS AND CO-OCCURRING MENTAL HEALTH CONDITIONS TO RECEIVE INTENSIVE TREATMENT WHILE MAINTAINING THEIR EXISTING ROLES AND ROUTINES. THE IOP PROGRAM IS DESIGNED TO EMPOWER CLIENTS' SENSE OF SELF, SUPPORTING SUSTAINABLE RECOVERY AND LONG-TERM SUCCESS. OUR IOP PROGRAM MEETS THREE TIMES A WEEK FOR AN 8-TO-12 WEEK LENGTH OF STAY AND INCLUDES A WEEKLY INDIVIDUAL SESSION. IN 2024 NEARLY 200 CLIENTS PARTICIPATED IN THE IOP.OP:AFTER COMPLETING THE INTENSIVE OUTPATIENT PROGRAM, MOST CLIENTS CONTINUE WITH OUTPATIENT GROUPS AND OTHER ONGOING SUPPORT SERVICES. GROUP THERAPY IS THE CORE OF FREEDOM INSTITUTE'S SUBSTANCE USE PROGRAM. CLIENTS ENCOUNTER NEW CONCEPTS, CHALLENGE ASSUMPTIONS AND DEEPEN THEIR UNDERSTANDING OF RECOVERY. OVER 200 CLIENTS PARTICIPATED IN OUTPATIENT SERVICES IN 2024. 1937257 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 25 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 1 1 1 0 1 1 1 1 1 0 0 1 1 1 0 1 1 1 1 0 NY X X DANA SACHER-ROLLINS 2128380044 515 MADISON AVENUE 13TH FLOOR NEW YORK NY 10022 ALEX DAYTON TRUSTEE (LEFT 9/2024) 0.20 0.00 X 0 0 0 ANSON BARRETT FRELINGHUYSEN TRUSTEE (LEFT 9/2024) 0.20 0.00 X 0 0 0 JOHN LOEFFLER TRUSTEE (LEFT 9/2024) 0.20 0.00 X 0 0 0 MR PATRICK ROBINSON TRUSTEE (LEFT 9/2024) 0.20 0.00 X 0 0 0 ROBERT L MILLER DIRECTOR 0.25 1.75 X 0 0 0 JESSICA M AMBROSE DIRECTOR 0.50 0.50 X 0 0 0 RICHARD CANNING TREASURER 1.00 6.00 X X 0 0 0 CHERYL WIESENFELD SECRETARY 0.25 1.75 X X 0 0 0 RICHARD GANNON CHAIR 0.50 3.50 X X 0 0 0 LINDA AUTORE DIRECTOR 0.00 1.00 X 0 0 0 PETER FONAGY DIRECTOR 1.50 5.50 X 0 0 0 MICHAEL HOLMES DIRECTOR 0.00 1.00 X 0 0 0 SUSAN SALICE VICE CHAIR 0.50 2.50 X X 0 0 0 DEBORAH SHABECOFF DIRECTOR 0.25 1.75 X 0 0 0 FRANCINE CONWAY DIRECTOR 0.25 1.75 X 0 0 0 BRUCE LEAVITT DIRECTOR 0.25 1.75 X 0 0 0 ELLEN BRESLOW-NEWHOUSE DIRECTOR 0.25 1.75 X 0 0 0 RAY QUINLAN DIRECTOR 0.25 2.25 X 0 0 0 WARD F CLEARY CHAIR EMERITUS 0.25 1.75 X X 0 0 0 PETER ORTHWEIN CHAIR EMERITUS 0.25 1.75 X X 0 0 0 DANA SACHER-ROLLINS VP & GENERAL MANAGER 40.00 0.00 X 143900 0 36199 ANDREW GERBER CEO OF SHH 5.00 45.00 X 0 647015 66814 SALAH BUSTAMI DIRECTOR OF FAMILY SERVICES 40.00 0.00 X 105456 0 14809 ANDREW TATARSKY SUPERVISOR & ADVISOR 40.00 0.00 X 264817 0 13239 514173 647015 131061 3 0 1 0 0 107048 10041 107048 COUNSELING FEES 621400 1257068 1257068 1257068 12100 0 12100 12100 12100 TRAINING INCOME 900099 21700 21700 MISCELLANEOUS INCOME 900099 7766 7766 29466 1405682 1257068 0 41566 X 180099 180099 867989 830901 37088 13078 13078 87954 87954 75325 61088 14237 96000 96000 33397 33397 82578 82578 525348 523366 1982 37328 33362 3966 74272 69156 5116 54191 46801 7390 90000 77727 12273 2206 1905 301 5303 4580 723 37993 37993 7556 6526 1030 39065 33738 5327 DRUG TESTING 45796 45796 FOOD & BEVERAGE 6113 5279 834 BAD DEBT 4750 4750 2366341 1937257 425118 3966 119443 87458 16450 11800 4534 7275 778 282 852006 827936 21853 24070 6480 1220 169538 132105 100204 161056 497620 1359994 597824 1521050 X -559476 -1520135 131190 131190 -428286 -1388945 169538 132105 -960659 0 X 0 1 X 1 0 X 318788 858544 633887 211471 107048 2129738 2287810 1866214 1260552 1332392 1257068 8004036 2606598 2724758 1894439 1543863 1364116 10133774 35157 38937 32462 54681 10041 171278 420621 420621 35157 38937 32462 54681 430662 591899 9541875 23127 15620 7351 0 12100 58198 23127 15620 7351 12100 58198 11704 8807 29466 49977 2641429 2740378 1901790 1552670 1405682 10241949 0.93160 0.97360 0.00570 0.00760 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 11,704. 2023 AMOUNT: $ 8,807. 2024 AMOUNT: $ 7,766. TRAINING INCOME - 2024 AMOUNT: $ 21,700. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 131190 131190 131190 131190 829494 -69991 624765 3548 131190 743976 145382 50000 9864 829494 1353392 52320 650000 11736 743976 0.58446 0.41554 0.00000 0 0 363344 360859 2485 488662 467077 21585 24070 LINE OF CREDIT DUE TO SILVER HILL HOSPITAL 600000 DUE TO SILVER HILL HOSPITAL 759994 1359994 X 1405682 0 1405682 0 1405682 2366341 0 2366341 0 2366341 PART X, LINE 2: THE FREEDOM INSTITUTE IS A CHARITABLE INSTITUTE EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. THE INSTITUTE RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE INSTITUTE HAS NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE INSTITUTE IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2020. PART V, LINE 4 THE ENDOWMENT FUND WAS CREATED THROUGH A 1980 BOARD OF DIRECTORS RESOLUTION WITH THE PURPOSE OF ESTABLISHING A PERMANENT FUNDING BASIS. THE BOARD OF DIRECTORS, AT ITS DISCRETION, AND BASED ON THE NEEDS OF THE INSTITUTE, CAN DECIDE WHETHER TO REINVEST ENDOWMENT INCOME OR USE IT FOR OPERATING PURPOSES. 0 0 0 0 0 0 0 0 0 ANDREW GERBER CEO OF SHH 0 571571 0 75163 0 281 0 15015 0 51799 0 713829 0 0 ANDREW TATARSKY SUPERVISOR & ADVISOR 264817 0 0 0 0 0 0 0 13239 0 278056 0 0 0 DANA SACHER-ROLLINS VP & GENERAL MANAGER 143900 0 0 0 0 0 4875 0 31324 0 180099 0 0 0 PART I, LINE 3 THE ORGANIZATION'S CEO IS PAID BY A RELATED TAX EXEMPT ORGANIZATION, SILVER HILL HOSPITAL. THE FOLLOWING METHODS ARE USED BY SILVER HILL HOSPITAL TO DETERMINE HIS COMPENSATION: -COMPENSATION COMMITTEE -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 2 JESSICA AMBROSE AND ROBERT MILLER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 EFFECTIVE IN MARCH 2023, THE INSTITUTE ENTERED INTO A MANAGEMENT SERVICES AGREEMENT WITH SILVER HILL MANAGEMENT GROUP, LLC (A NEW YORK LIMITED LIABILITY COMPANY) FOR THE PURPOSE OF MANAGING THE NON-CLINICAL DAY-TO-DAY OPERATIONS OF THE INSTITUTE. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED TO INCLUDE THE SINGLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE A SINGLE MEMBER, SILVER HILL HEALTH, INC. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER SHALL HAVE SUCH POWERS, RIGHTS AND PRIVILEGES, INCLUDING THE EXCLUSIVE POWER AND AUTHORITY OVER THE FOLLOWING MATTERS FOR THE CORPORATION: (A) ELECTING DIRECTORS TO SERVE ON THE BOARD IN ACCORDANCE WITH THESE BYLAWS; (B) REMOVING A DIRECTOR FROM THE BOARD AT ANY TIME, WITH OR WITHOUT CAUSE; (C) FILLING ANY VACANCIES IN THE BOARD; FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER SHALL HAVE SUCH POWERS, RIGHTS AND PRIVILEGES, INCLUDING THE EXCLUSIVE POWER AND AUTHORITY OVER THE FOLLOWING MATTERS FOR THE CORPORATION: (D) AMENDING OR RESTATING THE CERTIFICATE OF INCORPORATION; (E) AMENDING OR REPEALING THE BYLAWS OR ADOPTING NEW BYLAWS; (F) APPROVING THE CORPORATION'S MERGER OR CONSOLIDATION WITH ANOTHER ENTITY; (G) APPROVING THE SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL, OR SUBSTANTIALLY ALL, OF THE ASSETS OF THE CORPORATION; (H) REVIEWING THE VISION, MISSION AND STRATEGIC AND FINANCIAL PLANS OF THE CORPORATION; (I) APPROVING THE CORPORATION'S ANNUAL OPERATING AND CAPITAL BUDGETS; (J) APPROVING THE INCURRENCE OF ANY INDEBTEDNESS, IN ACCORDANCE WITH SUCH POLICIES AS ARE ADOPTED FOR THE SYSTEM; (K) APPROVING ANY TRANSACTION HAVING A VALUE OF $50,000 OR MORE; (L) APPROVING THE CREATION, ACQUISITION AND/OR DISSOLUTION OF AN ENTITY IN WHICH THE CORPORATION IS PROPOSED TO BE, OR IS, THE CONTROLLING MEMBER; (M) AUTHORIZING THE DISSOLUTION OF THE CORPORATION; (N) APPOINTING AND REMOVING THE CORPORATION'S EXECUTIVE DIRECTOR; (O) THE SURRENDER OR ADDITION OF ANY LICENSES RELATING TO THE PROVISION OF BEHAVIORAL HEALTH CARE SERVICES; AND (P) THE EXERCISE OF ANY POWERS BY THE CORPORATION ACTING IN ITS CAPACITY AS DIRECT OR INDIRECT MEMBER, SHAREHOLDER OR PARTNER OF ANY AFFILIATE, SUBSIDIARY OR JOINT VENTURE, WHICH SHALL FIRST BE APPROVED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B FREEDOM INSTITUTE, INC. HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. THE DRAFT RETURN WAS REVIEWED BY MANAGEMENT. THE FINAL VERSION IS ELECTRONICALLY SENT TO THE BOARD OF TRUSTEES PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12 THE BOARD SHALL BE REQUIRED TO AVOID CONFLICTS OF INTEREST THROUGH THE DISCHARGE OF ITS DUTIES IN GOOD FAITH AND WITH UNDIVIDED LOYALTY TO THE INTERESTS OF THE CORPORATION. IN ORDER TO PROTECT THE INTERESTS OF THE CORPORATION WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF A DIRECTOR, OFFICER OR KEY EMPLOYEE OF THE CORPORATION, AS DEFINED IN THE NPCL, THE BOARD SHALL ADOPT AND AT ALL TIMES MAINTAIN A CONFLICT OF INTEREST POLICY THAT CONFORMS WITH THE MEMBER'S CONFLICT OF INTEREST POLICY, PURSUANT TO WHICH DIRECTORS AND OFFICERS WILL BE REQUIRED ON AN ANNUAL BASIS TO DISCLOSE IN WRITING ALL INTERESTS THAT COULD RESULT IN A CONFLICT. FREEDOM REQUIRES THE BOARD OF DIRECTORS AND OFFICERS TO COMPLETE A NOTIFICATION OF COMPLIANCE QUESTIONNAIRE AT THE END OF EACH TAX YEAR. THE FINANCE DEPARTMENT REVIEWS THE QUESTIONNAIRES FOR DETERMINATION OF POTENTIAL CONFLICTS OF INTEREST. ANY POTENTIAL CONFLICTS OF INTEREST ARE MADE KNOWN TO THE BOARD FOR RESOLUTION. FORM 990, PART VI, SECTION B, LINE 15 PRIOR TO THE AFFILIATION WITH SILVER HILL HEALTH, THE POLICY TO DETERMINE COMPENSATION WAS AS FOLLOWS: THE COMPENSATION OF THE ORGANIZATION'S VP/GENERAL MANAGER IS REVIEWED ANNUALLY BY THE CHAIRMAN OF THE BOARD IN THE CONTEXT OF PERFORMANCE, THE ECONOMIC ENVIRONMENT, COST-OF-LIVING CHANGES, AND OTHER COMPARABLE POSITIONS AT SIMILAR FOR-PROFIT AND NOT-FOR-PROFIT ORGANIZATIONS. A RECOMMENDATION IS MADE TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. THE RECOMMENDATION AND PROCESS ARE DOCUMENTED. THIS PROCESS WAS LAST UNDERTAKEN IN 2023 AS PART OF THE ORGANIZATION'S BUDGETARY PROCESS. THIS PROCEDURE WAS USED TO DETERMINE THE COMPENSATION REPORTED ON THIS RETURN. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 990 AND FORM 1023 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART IX, LINE 11G TETRICUS: PROGRAM SERVICE EXPENSES 100,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 100,000. LICENSING CONSULTANT: PROGRAM SERVICE EXPENSES 22,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,500. BILLING SYSTEM CONSULTANT: PROGRAM SERVICE EXPENSES 17,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,500. CONTRACTED CLINICAL STAFF: PROGRAM SERVICE EXPENSES 289,143. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 289,143. CONTRACTED ADMISSIONS STAFF : PROGRAM SERVICE EXPENSES 70,538. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 70,538. RECRUITING FEES: PROGRAM SERVICE EXPENSES 2,243. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,243. BILLING & INSURANCE CONSULTANT: PROGRAM SERVICE EXPENSES 8,596. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,596. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 12,846. MANAGEMENT AND GENERAL EXPENSES 1,982. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,828. SILVER HILL HEALTH INC 208 VALLEY ROAD NEW CANAAN CT 06840 933510578 SUPPORT CT 501(C)(3) LINE 12C, III-FI N/A 0 SILVER HILL HOSPITAL INC 208 VALLEY ROAD NEW CANAAN CT 06840 060655139 HOSPITAL CT 501(C)(3) LINE 3 SILVER HILL HEALTH INC 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 SILVER HILL HOSPITAL INC E 600000 CASH SILVER HILL HOSPITAL INC M 96000 CASH SILVER HILL HOSPITAL INC S 476374 CASH