THE MILTON H ERICKSON FOUNDATION INC (EIN 953560037) - 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

1980

Legal Domicile

Principal Officer

JEFFREY K ZEIG

Phone

6029566196

Tax Period

2023-04-01 to 2024-03-31

THE MILTON H ERICKSON FOUNDATION INC, founded in 1980, is a community nonprofit in the Mental Health sector that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $184K, a strong 15% operating margin.

Mission

THE ORGANIZATION IS DEDICATED TO PROMOTING AND ADVANCING THE CONTRIBUTIONS MADE TO THE HEALTH SCIENCES BY THE LATE MILTON H. ERICKSON, M.D., THROUGH TRAINING MENTAL HEALTH PROFESSIONALS AND HEALTH PROFESSIONALS WORLD WIDE THROUGH SEMINARS AND MAINTAINING AN ARCHIVE.

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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 $16,622

Program Service Revenue $325,554

Investment Income $357,114

Other Revenue $511,929

TOTAL REVENUE $1,211,219

Expense Breakdown

Grants Paid $0

Salaries & Benefits $580,831

Fundraising Expenses $0

Program Expenses $848,645

Other Expenses $446,678

TOTAL EXPENSES $1,027,509

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,211,219	$862,871	+0.4%
Expenses	$1,027,509	$1,041,417	0.0%
Net Income	$183,710	$-178,546	-2.0%

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

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

$83,642

Total Directors

$83,642

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY K ZEIG	PRESIDENT	5.00	Officer Director	$83,642	$0	$83,642
HELEN ERICKSON	DIRECTOR	5.00	Director	$0	$0	$0
ROXANNA ERICKSON-KLEIN	DIRECTOR	5.00	Director	$0	$0	$0
CAMILLO LORIEDO	DIRECTOR	5.00	Director	$0	$0	$0
J CHARLES THEISEN	SECRETARY	5.00	Officer Director	$0	$0	$0
BERNHARD TRENKLE	DIRECTOR	5.00	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	$1,211,219	$1,027,509	$11,371,183	$183,710
2023	$862,871	$1,041,417	$10,577,280	$-178,546
2022	$1,537,870	$1,169,905	$10,654,904	$367,965
2021	$1,826,142	$994,131	$10,312,620	$832,011
2020	$3,781,108	$1,244,367	$8,863,310	$2,536,741
2019	$1,118,746	$1,437,921	$6,597,973	$-319,175
2018	$3,183,213	$2,662,075	$6,350,567	$521,138
2018	$3,258,440	$2,649,147	$6,836,038	$609,293

THE MILTON H ERICKSON FOUNDATION INC