JAMES ARNOLD MANSION INC (EIN 814474858) - 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

2016

Principal Officer

RICHARD PORTEUS

Phone

7744252930

Tax Period

2023-01-01 to 2023-12-31

JAMES ARNOLD MANSION INC, founded in 2016, is a small nonprofit in the Arts, Culture & Humanities sector that reported $438K in total revenue in fiscal year 2023. Revenue surged 120% from the prior year, signaling strong growth momentum. The organization ran a surplus of $292K, a strong 67% operating margin.

Mission

PRESERVING THE ARNOLD MANSION AND ITS GROUNDS FOR FUTURE GENERATIONS TO LEARN ITS HISTORY AND ENJOY THE HISTORICALLY SIGNIFICANT MANSION AND ITS GROUNDS.

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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 $432,794

Program Service Revenue $0

Investment Income $221

Other Revenue $4,898

TOTAL REVENUE $437,913

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $145,603

Other Expenses $145,603

TOTAL EXPENSES $145,603

Year-over-Year Comparison

	2023	2022	Change
Revenue	$437,913	$199,504	+1.2%
Expenses	$145,603	$93,986	+0.5%
Net Income	$292,310	$105,518	+1.8%

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
THOMAS CARREIRO	DIRECTOR	2.00	Director	$0	$0	$0
JOHN FERNANDES	TREASURER	2.00	Officer Director	$0	$0	$0
MAURICE OUELLETTE	DIRECTOR	2.00	Director	$0	$0	$0
PAUL PAWLOWSKI	VICE PRESIDE	10.00	Officer Director	$0	$0	$0
RICHARD PORTEUS	PRESIDENT	5.00	Officer Director	$0	$0	$0
KRISTIAN J STOLTENBERG	CLERK	10.00	Officer 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
2024	No data	No data	No data	No data
2023	$437,913	$145,603	$735,418	$292,310
2022	$200,821	$95,303	$422,487	$105,518
2021	$174,014	$124,896	$371,818	$49,118
2020	$128,502	$133,869	$303,157	$-5,367
2019	$192,185	$114,901	$323,201	$77,284
2018	$157,454	$135,900	$262,769	$21,554
2017	$126,569	$85,214	$245,736	$41,355

JAMES ARNOLD MANSION INC