Gomez Foundation for Mill House

Nonprofit profile at a glance

EIN
141613070
IRS 990 coverage
2011–2023
Forms available
Form 990 2023
Location
Marlboro, NY, USA
Phone
2122948329
Rating
56
Verdict
MIXED
Rating confidence
Moderate
Sector
History Museums

Reported finances

Revenue
$266,697
Expenses
$84,431
Assets
$6,023,109
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • JOEL H TREISMAN (PRESIDENT & TREASURER)

People named in this filing

  • ROBERT JACOBS JR (CHAIRMAN)
  • JOEL H TREISMAN (PRESIDENT & TREASURER)
  • NAOMI GRABEL (BOARD MEMBER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To preserve & restore a historic residence.

What it reported doing in 2023

To preserve & restore a historic residence continously occupied for over 300 years; to make the public aware of the long history of jews in america; illustrating changing life styles over 300 years.

Operating model

Revenue model
Investment-supported. 93% of the money available for current operations came from recurring investment income.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 20
  • Transparency & Controls: 92
  • Accountability: 76
  • Sustainability: 92
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 12.3%; rating input score 12
  • Program expense ratio: 31%; rating input score 31
  • Fundraising efficiency: $6.25 raised per $1 spent on fundraising; rating input score 27; 27th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 3 of 7 controls in place; rating input score 43
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 68.3%; rating input score 96; 96th percentile among comparable filings
  • Total-asset coverage ratio: 71.34; rating input score 99; 99th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 81; 81st percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings

Growth

  • Program expense growth: -8.9% per year; rating input score 0; 13th percentile among comparable filings
  • Revenue growth: -2.3% per year; rating input score 0; 18th percentile among comparable filings
  • Asset growth: 1.4% per year; rating input score 100; 32nd percentile among comparable filings

Details

  • Where the money goes: 12.3% of revenue deployed · 31% of spending went to programs
  • Governance: 7 of 7 board members independent · 3 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $26K in reported program spending
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 17 of 17 current checks pass
  • Schedules: 4 filed schedules · includes major donors
  • Filing history: 10 filing years from 2011 to 2023
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 12/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 31/100.
  • Moderate — Accountability: Governance controls: 3 of 6 not reported.
  • High — Financial Efficiency: Fundraising efficiency scored 27/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.