Civic Intelligence

Gomez Foundation for MILL House

990 • Fiscal year 2017 • EIN 14-1613070

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 30, 2018

Organization ProfileGOMEZ.ORG
11 Mill House RoadMarlboro, NY 12542

(212) 294-8329

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • NTEE A • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • NTEE A • $1M-$5M nonprofits • Source year 2017

Net Margin

45th percentile

1.1%

Higher net margin than 45% of similar nonprofits.

2017 filings • NTEE A • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • NTEE A • $1M-$5M nonprofits • Source year 2017

Asset Growth

48th percentile

2.7%

Faster asset growth than 48% of similar nonprofits.

2017 filings • NTEE A • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

26th percentile

-11%

Faster revenue growth than 26% of similar nonprofits.

2017 filings • NTEE A • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$4,887,681

Up $127,251 (+2.7%) from 2016

Net Assets

Up

$4,887,681

Up $127,251 (+2.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin45th percentile

Revenue

Down

$275,809

Down $33,052 (-11%) from 2016

Expenses

Up

$272,758

Up $21,544 (+8.6%) from 2016

Net Income

Down

$3,051

Down $54,596 (-95%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,580,174Liabilities 2011: $1,587Net Assets 2011: $4,578,5872011Assets 2012: $4,756,881Liabilities 2012: $0Net Assets 2012: $4,756,8812012Assets 2013: $4,942,032Liabilities 2013: $0Net Assets 2013: $4,942,0322013Assets 2014: $4,976,139Liabilities 2014: $50,000Net Assets 2014: $4,926,1392014Assets 2015: $4,662,907Liabilities 2015: $0Net Assets 2015: $4,662,9072015Assets 2016: $4,760,430Liabilities 2016: $0Net Assets 2016: $4,760,4302016Assets 2017: $4,887,681Liabilities 2017: $0Net Assets 2017: $4,887,6812017Assets 2018: $4,488,736Liabilities 2018: $0Net Assets 2018: $4,488,7362018Assets 2019: $4,474,813Liabilities 2019: $12,305Net Assets 2019: $4,462,5082019Assets 2020: $4,295,192Liabilities 2020: $23,411Net Assets 2020: $4,271,7812020Assets 2021: $5,864,234Liabilities 2021: $1,904Net Assets 2021: $5,862,3302021Assets 2022: $5,647,545Liabilities 2022: $0Net Assets 2022: $5,647,5452022Assets 2023: $6,023,109Liabilities 2023: $0Net Assets 2023: $6,023,1092023

Highlighted filing

2017

Assets$4,887,681
Liabilities$0
Net Assets$4,887,681
Open 2017 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $249,8512011Expenses 2012: $265,2242012Revenue 2013: $500,414Expenses 2013: $320,607Net Income 2013: $179,8072013Revenue 2014: $336,568Expenses 2014: $342,188Net Income 2014: -$5,6202014Revenue 2015: $227,557Expenses 2015: $252,249Net Income 2015: -$24,6922015Revenue 2016: $308,861Expenses 2016: $251,214Net Income 2016: $57,6472016Revenue 2017: $275,809Expenses 2017: $272,758Net Income 2017: $3,0512017Revenue 2018: $596,223Expenses 2018: $286,981Net Income 2018: $309,2422018Revenue 2019: $99,164Expenses 2019: $247,143Net Income 2019: -$147,9792019Revenue 2020: $127,830Expenses 2020: $212,410Net Income 2020: -$84,5802020Revenue 2021: $1,264,562Expenses 2021: $151,733Net Income 2021: $1,112,8292021Revenue 2022: $237,237Expenses 2022: $192,035Net Income 2022: $45,2022022Revenue 2023: $266,697Expenses 2023: $84,431Net Income 2023: $182,2662023

Highlighted filing

2017

Revenue$275,809
Expenses$272,758
Net Income$3,051
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 30, 2018
Return Version
2017v2.3
Gross Receipts
$275,809
Mission and Program Overview

Mission

To preserve & restore a historic residence.

To preserve & restore a historic residence

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,286,491$2,350,229▲ $63,738
Land, Buildings, and Equipment, Net$2,194,523$2,295,733▲ $101,210
Cash and Non-Interest-Bearing Accounts$59,554$142,342▲ $82,788
Savings and Temporary Cash Investments$212,717$91,395▼ $121,322
Total Assets$4,760,430$4,887,681▲ $127,251
Other Assets Total$7,145$7,982▲ $837
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,762,096$2,788,137▲ $26,041
Permanently Rstr Net Assets$1,998,334$2,099,544▲ $101,210
Total Net Assets Fund Balance$4,760,430$4,887,681▲ $127,251
Total Liabilities and Net Assets / Fund Balance$4,760,430$4,887,681▲ $127,251

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,675,346$460,176-
Other Land Buildings$196,190--
Land$424,197--
Compensation and Service Providers
Top Officer Pay33rd percentile

Board Members and Trustees

NameTitle
Robert JacobsChairman
Arnold GoranPresident
Andree Aelion BrooksBoard Member
Barbara TamerinBoard Member
Bruce SlovinBoard Member
Charlotte FrankBoard Member
Hamilton FishBoard Member
Michael H Cardozo VBoard Member
Steve CohenBoard Member
Ruth K AbrahamsSecretary/former Director
Joel TreismanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$95,792
Program Service Revenue
$2,604
Investment Income
$177,413
Other Revenue
$0
All Other Contributions
$28,031
Change in Net Assets
$3,051

Audited Revenue Reconciliation

Revenue per Audited Statements
$275,809
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$275,809
Total Revenue per Form 990
$275,809
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$159,252
Other Expenses$113,506
Total Fundraising Expense$27,155
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$60,252$24,649$24,649$109,550
Depreciation Depletion$41,750--$41,750
Other Salaries and Wages$38,649--$38,649
Fees for Service Investment Mgmnt Fees-$17,658-$17,658
Payroll Taxes$7,409$1,822$1,822$11,053
All Other Expenses$6,762$2,565$684$10,011
Other Expenses$5,180$1,039-$6,219
Office Expenses-$4,919-$4,919
Occupancy-$200-$200
Fees for Services Accounting-$140-$140
Total Functional Expenses$192,611$52,992$27,155$272,758

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$272,758
Total Expenses per Audited Statements$272,758
Total Expenses per Form 990$272,758
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A draft of form 990 is reviewed with the executive director. A draft of the 990 is also submitted to the board for review and approval before it is issued.”

Form 990, Part VI, Section C, Line 19

“Copies of financial statements are sent upon written request.”

Filing and Contact Details

Filer

Filer Name
Gomez Foundation for Mill House
EIN
14-1613070
Phone
2122948329
Address
11 MILL HOUSE ROAD, MARLBORO, NY 12542

Signing Officer

Name
Carroll F Cook
Title
Director
Phone
2122948329
Signed
2018-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carroll F Cook
Formed
1984
Legal Domicile
Ny
Voting Board Members
11
Independent Board Members
11
Employees
4
Volunteers
0

Preparer

Firm
TOBIN & COMPANY CPA'S
Address
2500 WESTCHESTER AVENUE, PURCHASE, NY 10577
Preparer
John Tobin
Phone
9148332200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“ROUNDING 2.”

Part XII Line 1

“Foundation uses the modified cash basis of accounting.”

Part XII Line 2C

“The president treasurer and excutive director reviews financial statement.”

Financial Statement Notes

PART II, LINE 3:

“NONE”

PART III, LINE 4:

“Historical prosepective of jewish life in colonial america display furnishing in 18th & 19th century american home”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“OTHER ITEM”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“OTHER ITEMS”

Raw XML AppendixShowing 400 of 436 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/RevenueAmt02604
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0212717
IRS990/SavingsAndTempCashInvstGrp/EOYAmt091395
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt028031
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt034820
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt050490
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt018274
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0179054
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0310669
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0177413
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0161198
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0106660
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0214562
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0156679
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0816512
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt017981
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.27560
IRS990ScheduleA/PublicSupportPY170Pct00.28330
IRS990ScheduleA/PublicSupportTotal170Amt0310669
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt028031
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt034820
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt050490
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt018274
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0179054
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0310669
IRS990ScheduleA/TotalSupportAmt01127181
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01675346
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0460176
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt02135522
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0272758
IRS990ScheduleD/HistoricStructureInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0424197
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0424197
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0196190
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0196190
IRS990ScheduleD/PreservationPublicUseInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0275809
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NONE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1HISTORICAL PROSEPECTIVE OF JEWISH LIFE IN COLONIAL AMERICA DISPLAY FURNISHING IN 18TH & 19TH CENTURY AMERICAN HOME
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2OTHER ITEM
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3OTHER ITEMS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II, LINE 3:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART III, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02295733
IRS990ScheduleD/TotalExpensesPerForm990Amt0272758
IRS990ScheduleD/TotalRevenuePerForm990Amt0275809
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0275809
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0272758
IRS990ScheduleD/WrittenPolicyMonitoringInd00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF FORM 990 IS REVIEWED WITH THE EXECUTIVE DIRECTOR. A DRAFT OF THE 990 IS ALSO SUBMITTED TO THE BOARD FOR REVIEW AND APPROVAL BEFORE IT IS ISSUED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPIES OF FINANCIAL STATEMENTS ARE SENT UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROUNDING 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FOUNDATION USES THE MODIFIED CASH BASIS OF ACCOUNTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PRESIDENT TREASURER AND EXCUTIVE DIRECTOR REVIEWS FINANCIAL STATEMENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04760430
IRS990/TotalAssetsEOYAmt04887681
IRS990/TotalAssetsGrp/BOYAmt04760430
IRS990/TotalAssetsGrp/EOYAmt04887681
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt095792
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt027155
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt052992
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0192611
IRS990/TotalFunctionalExpensesGrp/TotalAmt0272758
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04760430
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04887681
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0192611
IRS990/TotalProgramServiceRevenueAmt02604
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0177413
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02604
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0275809
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04760430
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04887681
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02762096
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02788137
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011 MILL HOUSE ROAD
IRS990/USAddress/CityNm0MARLBORO
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012542
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,887,681
Liabilities
$0
Net assets
$4,887,681
Revenue
$275,809
Expenses
$272,758
Net income
$3,051
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.27$0.08$0.18
2022Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.24$0.19$0.05
2021Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$1.26$0.15$1.11
2020Detailed filing. Detailed filing data is available for this year.$4.30$0.02$4.27$0.13$0.21$0.08
2019Detailed filing. Detailed filing data is available for this year.$4.47$0.01$4.46$0.10$0.25$0.15
2018Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.60$0.29$0.31
2017Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.28$0.27$0.00
2016Summary only. Only limited summary data is available for this year.$4.76$0.00$4.76$0.31$0.25$0.06
2015Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.23$0.25$0.02
2014Summary only. Only limited summary data is available for this year.$4.98$0.05$4.93$0.34$0.34$0.01
2013Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.50$0.32$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.76$0.00$4.76$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.58$0.00$4.58$0.25