Milestone House (EIN 330530215) - 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

1992

Legal Domicile

Phone

7604336361

Tax Period

2024-01-01 to 2024-12-31

Milestone House, founded in 1992, is a small nonprofit in the Unknown sector that reported $996K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $1.2M exceeded revenue, resulting in a 16% operating deficit.

Mission

Milestone House offers high quality residential programs designed to prepare at-risk teen girls for independent and productive living. Emphasis is on treatment services provided by in-house and other professionals.

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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 $995,731

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $995,731

Expense Breakdown

Grants Paid $0

Salaries & Benefits $865,727

Fundraising Expenses $0

Program Expenses $924,872

Other Expenses $293,451

TOTAL EXPENSES $1,159,178

Year-over-Year Comparison

	2024	2023	Change
Revenue	$995,731	$1,200,863	-0.2%
Expenses	$1,159,178	$1,057,516	+0.1%
Net Income	$-163,447	$143,347	-2.1%

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

$82,687

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Beverly Boone	Executive Director	040.00	Officer	$82,687	$0	$82,687
Kristin Biggs	Secretary/Treasurer	005.00	Officer Director	$0	$0	$0
Lucy Kelleher	President	005.00	Officer Director	$0	$0	$0
Marcy Browe	Vice President	005.00	Officer Director	$0	$0	$0
Darcy Wolfe	Director	005.00	Director	$0	$0	$0
Monica Cahey	Director	005.00	Director	$0	$0	$0
Glenn Domingo	Director	005.00	Director	$0	$0	$0
Rachel Arbuckle	Director	005.00	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	$995,731	$1,159,178	$867,012	$-163,447
2023	$1,200,863	$1,057,516	$1,031,468	$143,347
2022	$1,114,028	$1,112,959	$925,476	$1,069
2021	$955,212	$895,984	$927,930	$59,228
2020	$881,748	$778,024	$956,290	$103,724
2019	$777,686	$695,071	$358,540	$82,615
2018	$683,827	$639,446	$272,073	$44,381

Milestone House