GOMEZ FOUNDATION FOR MILL HOUSE (EIN 141613070) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

JOEL TREISMAN

Phone

2122948329

Tax Period

2023-01-01 to 2023-12-31

GOMEZ FOUNDATION FOR MILL HOUSE, founded in 1984, is a small nonprofit in the Arts, Culture & Humanities sector that reported $267K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $182K, a strong 68% operating margin.

Mission

TO PRESERVE & RESTORE A HISTORIC RESIDENCE.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $14,843

Program Service Revenue $0

Investment Income $250,662

Other Revenue $1,192

TOTAL REVENUE $266,697

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,376

Program Expenses $26,206

Other Expenses $84,431

TOTAL EXPENSES $84,431

Year-over-Year Comparison

	2023	2022	Change
Revenue	$266,697	$237,237	+0.1%
Expenses	$84,431	$192,035	-0.6%
Net Income	$182,266	$45,202	+3.0%

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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT JACOBS JR	CHAIRMAN	2.00	Officer Director	$0	$0	$0
JOEL H TREISMAN	PRESIDENT & TREASURER	2.00	Officer Director	$0	$0	$0
NAOMI GRABEL	BOARD MEMBER	2.00	Director	$0	$0	$0
HAMILTON FISH III	BOARD MEMBER	2.00	Director	$0	$0	$0
JULIA CARDOZO	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHAEL H CARDOZO V	BOARD MEMBER	2.00	Director	$0	$0	$0
LUKE PONTIFELL	BOARD MEMBER	2.00	Director	$0	$0	$0

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
2023	$266,697	$84,431	$6,023,109	$182,266
2022	$237,237	$192,035	$5,647,545	$45,202
2021	$1,264,562	$151,733	$5,864,234	$1,112,829
2020	$127,830	$212,410	$4,295,192	$-84,580
2019	$99,164	$247,143	$4,474,813	$-147,979
2018	$596,223	$286,981	$4,488,736	$309,242

GOMEZ FOUNDATION FOR MILL HOUSE