THE IMPROVED MILTON EXPERIENCE

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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

2004

Legal Domicile

Principal Officer

HEATHER POWELL

Phone

5704124773

Tax Period

2024-01-01 to 2024-12-31

THE IMPROVED MILTON EXPERIENCE, founded in 2004, is a small nonprofit in the Community Improvement sector that reported $640K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $201K, a strong 31% operating margin.

Mission

THE IMPROVED MILTON EXPERIENCE IS A COMMUNITY BASED NON-PROFIT ORGANIZATION THAT FACILITATES MILTON'S DOWNTOWN BUSINESS DISTRICT BY PROMOTING LOCAL ECONOMIC VITALITY, ENCOURAGING PRSERVATION OF MILTON'S ONGOING PROGRAMS SUCH AS THE VETERANS MEMORIAL, HISTORICAL WALKING TOUR, JUNGLE TEEN CENTER, MERLE PHILLIPS PARK, MODEL TRAIN MUSEUM, MUSIC IN THE PARK, CHEF'S PLACE, MAKERSPACE, AND THE PRESERVATION OF THE MILTONIAN FIRE HOUSE.

Program Service Accomplishments

Program 1

Expenses: $383,146

ONGOING PROGRAMS SUCH AS THE VETERANS MEMORIAL, HISTORICAL WALKING TOUR, JUNGLE TEEN CENTER, MERLE PHILLIPS PART, MODEL TRAIN MUSEUM, MUSIC IN THE PARK, CHEF'S PLACE, MATERSPACE, AND THE PRESERVATION...

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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 $606,978

Program Service Revenue $0

Investment Income $4

Other Revenue $33,267

TOTAL REVENUE $640,249

Expense Breakdown

Grants Paid $0

Salaries & Benefits $116,591

Fundraising Expenses $15,810

Program Expenses $383,146

Other Expenses $322,374

TOTAL EXPENSES $438,965

Year-over-Year Comparison

	2024	2023	Change
Revenue	$640,249	$561,931	+0.1%
Expenses	$438,965	$595,134	-0.3%
Net Income	$201,284	$-33,203	-7.1%

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

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
TOM ABERS	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES BALDWIN	SECRETARY	1.00	Officer Director	$0	$0	$0
PHIL BRAUTIGUM	BOARD MEMBER	1.00	Director	$0	$0	$0
R JEFFERREY COUP	TREASURER	1.00	Officer Director	$0	$0	$0
CINDY FAWESS	BOARD MEMBER	1.00	Director	$0	$0	$0
VALERIE FORSHA	BOARD MEMBER	1.00	Director	$0	$0	$0
COLEBY KAUFFMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE LONGENBERGER	BOARD MEMBER	1.00	Director	$0	$0	$0
BARRY MABUS	BOARD MEMBER	1.00	Director	$0	$0	$0
JEN MABUS	BOARD MEMBER	1.00	Director	$0	$0	$0
RUSSELL MEACHUM	PRESIDENT	1.00	Officer Director	$0	$0	$0
DON MOSER	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY MOYER	BOARD MEMBER	1.00	Director	$0	$0	$0
HEATHER POWELL	EXECUTIVE DI	40.00	Director	$0	$0	$0
TED STROSSER	BOARD MEMBER	1.00	Director	$0	$0	$0
ROSE WILLIAMS	VICE PRESIDE	1.00	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
2024	$640,249	$438,965	$241,864	$201,284
2023	$561,931	$595,134	$63,767	$-33,203
2022	$552,518	$555,510	$130,799	$-2,992
2021	$215,932	$163,438	$158,937	$52,494
2018	$207,371	$201,225	$55,835	$6,146