EAST HOUSE FOUNDATION INC

EIN: 824417268 501(c)(3) Mental Health

ROCHESTER, NY

Total Revenue
$216,668
Total Expenses
$169,506
Total Assets
$3,458,007
Net Assets
$3,458,007
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2018
Legal Domicile
NY
Principal Officer
JOHN BARNES
Phone
5852384800
Tax Period
2023-01-01 to 2023-12-31

EAST HOUSE FOUNDATION INC, founded in 2018, is a small nonprofit in the Mental Health sector that reported $217K in total revenue in fiscal year 2023. Revenue fell 77% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $47K, a strong 22% operating margin.

Mission

THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY TO BENEFIT EAST HOUSE CORPORATION AND ITS NOT-FOR-PROFIT, TAX EXEMPT AFFILIATES. TO THIS END, THE CORPORATION SHALL SOLICIT, COLLECT, ACCEPT, HOLD, INVEST, REINVEST AND ADMINISTER GIFTS, BEQUESTS, GRANTS, CONTRIBUTIONS, DONATIONS AND PROPERTY OF ANY SORT, WITHOUT LIMITATION AS TO AMOUNT OR VALUE.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $154,184
Program Service Revenue $0
Investment Income $79,458
Other Revenue $-16,974
TOTAL REVENUE $216,668

Expense Breakdown

Grants Paid $0
Salaries & Benefits $87,418
Fundraising Expenses $169,506
Other Expenses $82,088
TOTAL EXPENSES $169,506

Year-over-Year Comparison

2023 2022 Change
Revenue $216,668 $954,777 -0.8%
Expenses $169,506 $362,113 -0.5%
Net Income $47,162 $592,664 -0.9%
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

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Liquidity & Cash Position

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Governance

Voting Members
6
Independent Members
6
Employees
N/A
Volunteers
6

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
4
$411,964
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JENNIFER SHOEMAKER CHAIR 2.00
Officer Director
$0 $0 $0
ANDREW DOLLINGER DIRECTOR 2.00
Director
$0 $0 $0
ANDREA HOLLAND DIRECTOR 2.00
Director
$0 $0 $0
JANE KNICKERBOCKER DIRECTOR 2.00
Director
$0 $0 $0
KATHLEEN WHELEHAN DIRECTOR 2.00
Director
$0 $0 $0
DANIELLE PIERLEONI DIRECTOR 2.00
Director
$0 $0 $0
LINDSAY GOZZI-THEOBALD PRESIDENT & CEO 2.00
Officer
$0 $28,736 $207,275
CHAD ROY VP FINANCE (THROUGH 11/7/23) 2.00
Officer
$0 $21,659 $177,602
JOHN BARNES CFO (AS OF 10/7/23) 2.00
Officer
$0 $164 $27,087
SCOTT MOQUIN CHIEF ETHICS, COMPLIANCE AND QUALITY OFFICER 2.00
Highest
$0 $5,049 $167,159
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 $216,668 $169,506 $3,458,007 $47,162
2022 $954,777 $362,113 $3,030,243 $592,664
2021 $575,574 $379,736 $2,878,757 $195,838
2020 $407,124 $365,206 $2,403,367 $41,918
2019 $254,549 $233,346 $2,170,654 $21,203
2018 $22,587 $6,192 $1,827,214 $16,395
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