Milestone House Inc (EIN 301244078) - 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

2020

Legal Domicile

Principal Officer

Michael Frank

Phone

9175327994

Tax Period

2025-01-01 to 2025-12-31

Milestone House Inc, founded in 2020, is a community nonprofit in the Mental Health sector that reported $1.5M in total revenue in fiscal year 2025. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $1.4M left a modest 5% surplus.

Mission

Provide residential supportive sober living services for adults who are in early to mid-stages of recovery from alcohol,substance use and cooccuring disorders.

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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 (2025)

Revenue Breakdown

Contributions & Grants $553,454

Program Service Revenue $902,325

Investment Income $0

Other Revenue $12,860

TOTAL REVENUE $1,468,639

Expense Breakdown

Grants Paid $0

Salaries & Benefits $525,719

Fundraising Expenses $161,322

Program Expenses $1,092,138

Other Expenses $867,269

TOTAL EXPENSES $1,392,988

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,468,639	$1,354,979	+0.1%
Expenses	$1,392,988	$1,340,775	+0.0%
Net Income	$75,651	$14,204	+4.3%

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

N/A

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

$100,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael Frank	President	40.00	Officer	$100,000	$0	$100,000
Michael Ganon	Trustee	0.00	Director	$0	$0	$0
Rosemary DeRosa	Vice President	0.00	Officer	$0	$0	$0
Roger Hitchuk	Treasurer	0.00	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
2025	$1,468,639	$1,392,988	$3,203,893	$75,651
2024	$1,354,979	$1,340,775	$3,457,984	$14,204
2023	$1,257,510	$1,271,484	$3,775,875	$-13,974
2022	$1,208,539	$1,197,132	$177,970	$11,407
2021	$540,710	$431,459	$132,027	$109,251

Milestone House Inc