MILES JEFFREY ROBERTS 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

2019

Legal Domicile

Principal Officer

JEFF ROBERTS

Phone

7343555402

Tax Period

2024-08-01 to 2025-07-31

MILES JEFFREY ROBERTS FOUNDATION, founded in 2019, is a small nonprofit in the Youth Development sector that reported $303K in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $149K, a strong 49% operating margin.

Mission

THE ORGANIZATION'S MISSION IS TO PROMOTE YOUTH MENTAL HEALTH AND SUICIDE PREVENTION THROUGH EFFECTIVE PROGRAMS, EDUCATION AND ADVOCACY.

Program Service Accomplishments

Program 1

Expenses: $68,325

RAISED MONEY FOR MENTAL HEALTH PRESENTATION AND SCHOLARSHIPS TO BE ENACTED IN NEXT FISCAL YEAR.

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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 (2024)

Revenue Breakdown

Contributions & Grants $302,740

Program Service Revenue $0

Investment Income $118

Other Revenue $0

TOTAL REVENUE $302,858

Expense Breakdown

Grants Paid $0

Salaries & Benefits $23,471

Fundraising Expenses $0

Program Expenses $154,253

Other Expenses $130,782

TOTAL EXPENSES $154,253

Year-over-Year Comparison

	2024	2023	Change
Revenue	$302,858	$204,062	+0.5%
Expenses	$154,253	$118,197	+0.3%
Net Income	$148,605	$85,865	+0.7%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL HARRIS	VICE PRESIDE	N/A	Officer	$0	$0	$0
JEFF ROBERTS	OPERATIONS M	N/A	Officer	$0	$0	$0
KRISTEN ROBERTS	PRESIDENT	N/A	Officer	$0	$0	$0
ANDREW WRIGHT	TREASURER	N/A	Officer	$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
2025	$302,858	$154,253	$305,145	$148,605
2024	$204,062	$118,197	$161,473	$85,865
2023	$35,016	$71,758	$68,417	$-36,742
2022	$60,216	$25,759	$103,357	$34,457
2021	$37,715	$14,127	$80,851	$23,588
2020	$57,363	$3,099	$57,104	$54,264