JAY AND MARSHA MILLARD FOUNDATION INC (EIN 822901482) - 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

2017

Legal Domicile

Principal Officer

JAY H MILLARD

Phone

8598148022

Tax Period

2023-01-01 to 2023-12-31

JAY AND MARSHA MILLARD FOUNDATION INC, founded in 2017, is a small nonprofit in the Education sector that reported $616K in total revenue in fiscal year 2023. Revenue surged 62% from the prior year, signaling strong growth momentum. The organization ran a surplus of $156K, a strong 25% operating margin.

Mission

To promote sobriety by offering peer supported recovery and rehabilitation services to those suffering from addiction using PHP and IOP methods.

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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 $111,443

Program Service Revenue $501,245

Investment Income $3,010

Other Revenue $0

TOTAL REVENUE $615,698

Expense Breakdown

Grants Paid $0

Salaries & Benefits $396,366

Fundraising Expenses $0

Program Expenses $605,140

Other Expenses $62,878

TOTAL EXPENSES $459,244

Year-over-Year Comparison

	2023	2022	Change
Revenue	$615,698	$379,182	+0.6%
Expenses	$459,244	$369,403	+0.2%
Net Income	$156,454	$9,779	+15.0%

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

Volunteers

N/A

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

$84,231

Total Directors

Key Employees

$49,260

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAY H MILLARD	EXECUTIVE DIRECTOR	30	Officer Highest	$84,231	$0	$84,231
ROBERT REED	DIRECTOR	5	Director	$0	$0	$0
ROBERT REED SR	DIRECTOR	5	Director	$0	$0	$0
GREGORY K HAIRSTON	DIRECTOR	5	Director	$0	$0	$0
ERICK MORENO	OPERATIONS MANAGER	40	Key Emp	$49,260	$0	$49,260

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	$615,698	$459,244	$93,355	$156,454
2022	$379,182	$369,403	$111,590	$9,779
2021	$278,760	$271,500	$57,660	$7,260
2020	$368,452	$234,057	$134,395	$134,395

JAY AND MARSHA MILLARD FOUNDATION INC