MILLER ZELL CHARITIES INC (EIN 263201742) - 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

2008

Legal Domicile

Principal Officer

CARMEN ARNOLD

Phone

4045261460

Tax Period

2023-01-01 to 2023-12-31

MILLER ZELL CHARITIES INC, founded in 2008, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $251K in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year. The organization ran a surplus of $38K, a strong 15% operating margin.

Mission

MILLER ZELL CHARITIES IS COMMITTED TO SUPPORTING PROGRAMS THAT PROMOTE THE FIGHT AGAINST ALZHEIMER'S AND BREAST CANCER; IN ADDITION TO PROGRAMS THAT PROVIDE SAFE ENVIRONMENTS FOR TEENAGERS AND YOUTH MENTORING, CHILDREN SHELTERS THAT PROVIDE CARE FOR ABANDONED, NEGLECTED AND ABUSED CHILDREN AND SERVICES FOR VETERANS AND THE HOMELESS WHICH INCLUDES GRANTS TO NUMEROUS NONPROFIT ORGANIZATITONS EACH YEAR IN FUNDING SUPPORT OF THESE PROGRAMS.

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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 $279,000

Program Service Revenue $0

Investment Income $0

Other Revenue $-28,066

TOTAL REVENUE $250,934

Expense Breakdown

Grants Paid $211,619

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $212,469

Other Expenses $850

TOTAL EXPENSES $212,469

Year-over-Year Comparison

	2023	2022	Change
Revenue	$250,934	$265,297	-0.1%
Expenses	$212,469	$262,530	-0.2%
Net Income	$38,465	$2,767	+12.9%

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

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
LAVINA MOSS	CEO	4.00	Officer Director	$0	$0	$0
CARMEN ARNOLD	CFO	4.00	Officer Director	$0	$0	$0
CARLEY HARPER	SECRETARY	4.00	Officer Director	$0	$0	$0
RONI BARKER	DIRECTOR	4.00	Director	$0	$0	$0
CHRIS SCHWEIGERT	DIRECTOR	4.00	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	$250,934	$212,469	$47,340	$38,465
2022	$265,297	$262,530	$8,875	$2,767
2021	$275,079	$328,481	$6,108	$-53,402
2019	$164,232	$117,544	$54,077	$46,688

MILLER ZELL CHARITIES INC