MILESTONE CENTERS INC

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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

1969

Legal Domicile

Principal Officer

TONY DRANE

Phone

4123717391

Tax Period

2024-07-01 to 2025-06-30

MILESTONE CENTERS INC, founded in 1969, is a mid-sized nonprofit in the Mental Health sector that reported $24.8M in total revenue in fiscal year 2024. Expenses of $22.2M left a modest 10% surplus.

Mission

MILESTONE PROVIDES QUALITY, LIFE-ENHANCING SERVICES THAT PROMOTE WELLNESS AND THE DEVELOPMENT OF HUMAN POTENTIAL TO PEOPLE WITH BEHAVIORAL HEALTH AND INTELLECTUAL CHALLENGES. EACH YEAR MILESTONE SERVES APPROXIMATELY 3,500 RESIDENTS OF SOUTHWESTERN PENNSYLVANIA.

Program Service Accomplishments

Program 1

Expenses: $12,644,792 Revenue: $17,515,577

IDA RESIDENTIAL AND COMMUNITY BASED SERVICES - SEE SCHEDULE O

Program 2

Expenses: $4,145,117 Revenue: $1,352,514

MENTAL AND BEHAVIORAL HEALTH - SEE SCHEDULE O

Program 3

Expenses: $2,051,665

OTHER SERVICES/HEALTH CARE QUALITY UNITS - SEE SCHEDULE O

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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 $5,607,961

Program Service Revenue $18,868,091

Investment Income $249,920

Other Revenue $38,830

TOTAL REVENUE $24,764,802

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,020,831

Fundraising Expenses $0

Program Expenses $18,841,574

Other Expenses $8,156,902

TOTAL EXPENSES $22,177,733

Year-over-Year Comparison

	2024	2023	Change
Revenue	$24,764,802	$23,011,055	+0.1%
Expenses	$22,177,733	$21,771,785	+0.0%
Net Income	$2,587,069	$1,239,270	+1.1%

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

370

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

$561,348

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES CONNIFF	SECRETARY	1.00	Officer Director	$0	$0	$0
DEBORAH WALRATH	CHAIRMAN	1.00	Officer Director	$0	$0	$0
ANTHONY MERANTE	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON PHILLIPS	DIRECTOR (TERM ENDED 12/31/24)	1.00	Director	$0	$0	$0
SCOTT YUSAVAGE	DIRECTOR (TERM ENDED 12/31/24)	1.00	Director	$0	$0	$0
GARRETT MILLER	DIRECTOR AS OF 1/1/25	1.00	Director	$0	$0	$0
STEPHANIE SMIGIEL	DIRECTOR AS OF 1/1/25	1.00	Director	$0	$0	$0
DAWN ZIEGLER	DIRECTOR AS OF 9/19/24	1.00	Director	$0	$0	$0
GREG HORNER	VICE CHAIRMAN/TREASURER	1.00	Officer Director	$0	$0	$0
ANNA RANKIN	CHAIRMAN (TERM ENDED 9/6/24)	1.00	Officer Director	$0	$0	$0
MARGARET ROTHENBERGER	PRESIDENT AND CEO	1.00	Officer	$0	$31,012	$301,801
CHRISTIAN WILLITTS	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$10,164	$210,350
ANNA RANKIN	EXECUTIVE DIRECTOR	37.50	Officer	$43,734	$5,463	$49,197

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	$24,764,802	$22,177,733	$15,863,415	$2,587,069
2024	$23,011,055	$21,771,785	$13,094,494	$1,239,270
2023	$22,375,245	$22,155,553	$12,546,691	$219,692
2022	$25,691,393	$23,871,907	$11,369,336	$1,819,486
2021	$19,762,853	$21,406,337	$12,037,490	$-1,643,484
2020	$22,114,959	$22,117,944	$10,820,563	$-2,985
2019	$24,101,094	$23,809,322	$10,578,174	$291,772
2018	$24,888,304	$23,670,260	$10,773,998	$1,218,044