MILESTONE RECOVERY (EIN 016024344) - 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

1967

Legal Domicile

Principal Officer

JAYME VILLANUEVA

Phone

2076345231

Tax Period

2024-07-01 to 2025-06-30

MILESTONE RECOVERY, founded in 1967, is a community nonprofit in the Mental Health sector that reported $8.7M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year.

Mission

WE PROVIDE COMPASSIONATE CARE AND SERVICES TO EMPOWER INDIVIDUALS EXPERIENCING SUBSTANCE USE DISORDERS, MENTAL ILLNESSES AND HOMELESSNESS TO ATTAIN AN ENHANCED QUALITY OF LIFE REGARDLESS OF ABILITY TO PAY.

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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 $4,229,828

Program Service Revenue $4,287,595

Investment Income $188,904

Other Revenue $41,108

TOTAL REVENUE $8,747,435

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,467,734

Fundraising Expenses $11,261

Program Expenses $7,478,459

Other Expenses $2,633,561

TOTAL EXPENSES $9,101,295

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,747,435	$9,384,377	-0.1%
Expenses	$9,101,295	$7,900,920	+0.2%
Net Income	$-353,860	$1,483,457	-1.2%

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

171

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

$242,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARC FOSTER	PRESIDENT	1.00	Officer Director	$0	$0	$0
JONATHAN SAHRBECK	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
ASHER KRAMER	TREASURER	1.00	Officer Director	$0	$0	$0
STUART EISENBERG	SECRETARY	1.00	Officer Director	$0	$0	$0
RYAN CIRIELLO	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BRANSON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN KILBRIDE	DIRECTOR	1.00	Director	$0	$0	$0
SADIE KNOTT	DIRECTOR	1.00	Director	$0	$0	$0
TOM PTACEK	DIRECTOR	1.00	Director	$0	$0	$0
BRIDGET RAUSCHER	DIRECTOR	1.00	Director	$0	$0	$0
KATE SIMSON	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA SKAHAN	DIRECTOR	1.00	Director	$0	$0	$0
JAYME VILLANUEVA	CO-EXECUTIVE	40.00	Officer	$91,074	$14,374	$105,448
TOM DOHERTY DOT 52025	FMR EXEC DIR	40.00	Officer	$122,347	$14,705	$137,052
CAMERON BONNEY	PSYCHIATRIST	40.00	Highest	$211,587	$0	$211,587

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	$8,747,435	$9,101,295	$5,466,933	$-353,860
2024	No data	No data	No data	No data
2023	$5,122,093	$5,055,166	$3,563,005	$66,927
2022	$4,919,525	$4,506,893	$3,426,457	$412,632
2021	$3,754,967	$3,536,758	$2,980,266	$218,209
2020	$3,525,196	$3,420,200	$2,635,956	$104,996
2019	$3,413,398	$3,505,230	$2,259,708	$-91,832

MILESTONE RECOVERY