MILESTONES BEHAVIORAL SERVICES INC (EIN 061430015) - 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

1990

Legal Domicile

Principal Officer

LISA GREGORY

Phone

2037994110

Tax Period

2024-07-01 to 2025-06-30

MILESTONES BEHAVIORAL SERVICES INC, founded in 1990, is a mid-sized nonprofit in the Education sector that reported $18.1M in total revenue in fiscal year 2024. Expenses of $17.1M left a modest 6% surplus.

Mission

NON-PROFIT SCHOOL FOR AUTISTIC CHILDREN, EARLY INTERVENTION ABA SERVICES, AND CONSULTING.

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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 $10,460

Program Service Revenue $17,844,774

Investment Income $194,079

Other Revenue $13,449

TOTAL REVENUE $18,062,762

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,243,300

Fundraising Expenses $0

Program Expenses $14,671,809

Other Expenses $2,824,914

TOTAL EXPENSES $17,068,214

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,062,762	$17,192,202	+0.1%
Expenses	$17,068,214	$16,420,296	+0.0%
Net Income	$994,548	$771,906	+0.3%

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

263

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

$1,659,348

Total Directors

$1,179,228

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUZANNE LETSO	PT YR EXEC D	40.00	Officer Director	$444,282	$54,980	$499,262
ROGER LETSO	PT YR SEC, C	40.00	Officer Director	$348,065	$55,259	$403,324
LISA GREGORY	PT YR CEO, E	37.50	Officer Director	$254,185	$22,457	$276,642
THERESA BOLLMANN	PT YR COO, V	40.00	Officer	$205,215	$68,605	$273,820
JUDITH PALAZZO	VP BEHAVIORA	37.50	Highest	$194,666	$62,361	$257,027
NICOLE PLAYFORD	SENIOR VP FI	40.00	Officer	$174,496	$31,804	$206,300
BILL DONLON	DIRECTOR	2.00	Director	$0	$0	$0
HEATHER LATORRA	DIRECTOR	2.00	Director	$0	$0	$0
DAVID CROWLE	DIRECTOR	2.00	Director	$0	$0	$0
MEL L HORTON EDD	DIRECTOR	2.00	Director	$0	$0	$0
SUNDEEP G HARPER ESQ	DIRECTOR	2.00	Director	$0	$0	$0
ANNA FRIEDBERG	CHAIR	2.00	Officer Director	$0	$0	$0
PAUL PIASECKI	VICE CHAIR	2.00	Officer 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	$18,062,762	$17,068,214	$18,458,887	$994,548
2024	No data	No data	No data	No data
2023	$17,089,328	$16,063,469	$16,355,754	$1,025,859
2022	$15,260,953	$15,580,019	$20,587,464	$-319,066
2021	$19,167,051	$15,988,770	$21,061,189	$3,178,281
2020	$16,045,228	$15,998,569	$20,308,134	$46,659
2019	$15,525,320	$15,038,742	$18,137,747	$486,578

MILESTONES BEHAVIORAL SERVICES INC