MILTON FOUNDATION FOR EDUCATIONINC

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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

1995

Legal Domicile

Principal Officer

LIDDIE SUTTER

Phone

6176967904

Tax Period

2022-07-01 to 2023-06-30

MILTON FOUNDATION FOR EDUCATIONINC, founded in 1995, is a small nonprofit in the Education sector that reported $189K in total revenue in fiscal year 2022. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $171K left a modest 10% surplus.

Mission

TO RAISE FUNDS TO PROVIDE AID AND ADDITIONAL SUPPORT TO THE MILTON, MA PUBLIC SCHOOLS

Program Service Accomplishments

Program 1

Expenses: $115,971

THE FOUNDATION ENHANCED THE QUALITY OF EDUCATIONAL OPPORTUNITIES WITHIN THE MILTON, MA PUBLIC SCHOOLS BY GENERATING AND DISTRIBUTING FINANCIAL GRANTS TO FACILITATE STUDENT DEVELOPMENT, ENCOURAGE...

THE FOUNDATION ENHANCED THE QUALITY OF EDUCATIONAL OPPORTUNITIES WITHIN THE MILTON, MA PUBLIC SCHOOLS BY GENERATING AND DISTRIBUTING FINANCIAL GRANTS TO FACILITATE STUDENT DEVELOPMENT, ENCOURAGE EXCELLENSE THROUGH CREATIVE LEARNING, PROMOTE COMMUNITY-SCHOOL PARTNERSHIPS AND, BY RAISING AND DISTRIBUTING FUNDS TO THE SCHOOLS FOR THIS PURPOSE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $28,224

Program Service Revenue $0

Investment Income $20,097

Other Revenue $141,038

TOTAL REVENUE $189,359

Expense Breakdown

Grants Paid $106,320

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $115,971

Other Expenses $64,291

TOTAL EXPENSES $170,611

Year-over-Year Comparison

	2022	2021	Change
Revenue	$189,359	$138,175	+0.4%
Expenses	$170,611	$132,063	+0.3%
Net Income	$18,748	$6,112	+2.1%

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

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
HEATHER BERGIN	TRUSTEE	1.00	Director	$0	$0	$0
KATHERINE DOBIN	TREASURER	5.00	Officer Director	$0	$0	$0
AMY DOMINEAU	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT FARRELL	TRUSTEE	1.00	Director	$0	$0	$0
AMY GORDON	TRUSTEE	1.00	Director	$0	$0	$0
SARAH NETHERCOTE HART	TRUSTEE	1.00	Director	$0	$0	$0
LINDSAY HUDGINS	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
MARK MEEHEN	TRUSTEE	1.00	Director	$0	$0	$0
KATE MIDDLETON	TRUSTEE	1.00	Director	$0	$0	$0
JACKIE MUNGER	TRUSTEE	1.00	Director	$0	$0	$0
VALERIE NEVILLE	TRUSTEE	1.00	Director	$0	$0	$0
WENDY NEW	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
RAY SAMBRANO	SECRETARY	5.00	Officer Director	$0	$0	$0
LEAH SILIPO	TRUSTEE	1.00	Director	$0	$0	$0
DIANE SPINALE	TRUSTEE	1.00	Director	$0	$0	$0
LIDDIE SUTTER	PRESIDENT	5.00	Officer Director	$0	$0	$0
ERIKA VOGEL	TRUSTEE	1.00	Director	$0	$0	$0
ERIN WRIGHT	TRUSTEE	1.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$189,359	$170,611	$797,084	$18,748
2022	$138,175	$132,063	$743,698	$6,112
2021	$219,646	$107,117	$732,775	$112,529
2020	$117,682	$211,290	$622,444	$-93,608
2019	$197,511	$176,078	$727,583	$21,433
2018	$202,537	$125,069	$705,843	$77,468