MILESTONES ADULT FAMILY HOME INC

EIN: 274905015 501(c)(3)

SHEBOYGAN, WI

Total Revenue
$-36,026
Total Expenses
$134,647
Total Assets
N/A
Net Assets
N/A
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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
2011
Legal Domicile
WI
Principal Officer
TOM BRICKLEY
Phone
9204598389
Tax Period
2022-01-01 to 2022-12-31

MILESTONES ADULT FAMILY HOME INC, founded in 2011, is a micro nonprofit that reported $36K in total revenue in fiscal year 2022. Revenue fell 108% from the prior year — a significant decline worth monitoring.

Mission

PROVIDE HOUSING AND RELATED LIVE-IN SERVICES FOR HANDICAPPED RESIDENTS

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $48,664
Investment Income $-84,690
Other Revenue $0
TOTAL REVENUE $-36,026

Expense Breakdown

Grants Paid $54,357
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $134,647
Other Expenses $80,290
TOTAL EXPENSES $134,647

Year-over-Year Comparison

2022 2021 Change
Revenue $-36,026 $436,177 -1.1%
Expenses $134,647 $476,535 -0.7%
Net Income $-170,673 $-40,358 +3.2%
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

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Governance

Voting Members
4
Independent Members
4
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
4
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RANDY SCHWOERER PRESIDENT 2.00
Officer
$0 $0 $0
THOMAS BRICKLEY VICE PRESIDENT 2.00
Officer
$0 $0 $0
LAURA WAGNER SECRETARY 2.00
Officer
$0 $0 $0
SARA ARNDT BOARD MEMBER 2.00
Officer
$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
2022 $-36,026 $134,647 No data $-170,673
2021 $436,177 $476,535 $440,388 $-40,358
2020 $473,333 $399,303 $498,638 $74,030
2019 $380,711 $372,843 $443,280 $7,868
2018 $419,341 $408,837 $450,835 $10,504
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