MALIBU ADAMSON HOUSE FOUNDATION

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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

1982

Legal Domicile

Principal Officer

JULES HERSHFELD

Phone

8183097737

Tax Period

2023-01-01 to 2023-12-31

MALIBU ADAMSON HOUSE FOUNDATION, founded in 1982, is a small nonprofit in the Arts, Culture & Humanities sector that reported $102K in total revenue in fiscal year 2023. Revenue fell 30% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $78K, a strong 77% operating margin.

Mission

SUPPORT THE EDUCATIONAL AND INTERPRETIVE ACTIVITIES FOR THE MALIBU MUSEUM AND TO RAISE FUNDS FOR THE RESTORATION, REPAIR AND PRESERVATION OF THIS HISTORICAL SITE.

Program Service Accomplishments

Program 1

Revenue: $18,003

MAINTAIN A POINT OF SALE FOR THE GENERAL PUBLIC TO PURCHASE BOOKS AND TILES WHICH HAVE A RELATIONSHIP TO THE HISTORY OF THE MUSEUM AT OUR VISITOR CENTER

Program 2

Expenses: $10,831 Revenue: $14,425

TOURS TO INTRODUCE THE GENERAL PUBLIC TO THE MUSEUM AND ITS HISTORY WITH THE MUSEUM HOME DECORATED AS IT WAS WHEN THE ADAMSON FAMILY LIVED THERE FROM 1931 TO 1961

Program 3

Revenue: $7,524

PROVIDE BROCHURE SOLD TO EACH PAID TOURIST PATRON. BROCHURE IS GEARED TO PROVIDE INFORMATION AND HISTORY OF THE GROUNDS AND MUSEUM HOUSE

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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 $16,355

Program Service Revenue $22,649

Investment Income $44,688

Other Revenue $18,003

TOTAL REVENUE $101,695

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $19,865

Other Expenses $23,499

TOTAL EXPENSES $23,499

Year-over-Year Comparison

	2023	2022	Change
Revenue	$101,695	$145,903	-0.3%
Expenses	$23,499	$19,895	+0.2%
Net Income	$78,196	$126,008	-0.4%

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
JULES HERSHFELD	TREASURER	4.00	Officer Director	$0	$0	$0
NIDRA WINGER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JEFFERSON WAGNER	DIRECTOR	1.00	Director	$0	$0	$0
MARTHA JUEDE	ARCHIVIST	1.00	Director	$0	$0	$0
CAROL JACKSON	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBBY MAZZA	DIRECTOR-CENTER MANAGER	8.00	Director	$0	$0	$0
JOHN MAZZA	PRESIDENT	2.00	Officer Director	$0	$0	$0
CHRISTINE CONWAY	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$101,695	$23,499	$1,019,209	$78,196
2022	$145,903	$19,895	$957,338	$126,008
2021	$107,373	$95,139	$1,042,266	$12,234
2020	$94,992	$23,178	$1,081,780	$71,814