MILESTONE INC (EIN 362769801) - 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

1973

Legal Domicile

Principal Officer

WILLIAM GRAHN

Phone

8156546100

Tax Period

2024-07-01 to 2025-06-30

MILESTONE INC, founded in 1973, is a mid-sized nonprofit in the Human Services sector that reported $41.9M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $40.3M left a modest 4% surplus.

Mission

THE ORGANIZATION'S PURPOSE IS TO SERVE THE DEVELOPMENTALLY DISABLED.

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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 $38,328,956

Program Service Revenue $3,139,615

Investment Income $396,881

Other Revenue $47,123

TOTAL REVENUE $41,912,575

Expense Breakdown

Grants Paid $0

Salaries & Benefits $33,245,185

Fundraising Expenses $121,215

Program Expenses $37,521,267

Other Expenses $7,033,116

TOTAL EXPENSES $40,278,301

Year-over-Year Comparison

	2024	2023	Change
Revenue	$41,912,575	$38,671,197	+0.1%
Expenses	$40,278,301	$36,713,146	+0.1%
Net Income	$1,634,274	$1,958,051	-0.2%

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

Governance

Voting Members

Independent Members

Employees

693

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

$352,608

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM MATUS	CHAIRMAN	2.00	Officer Director	$0	$0	$0
DR CYRUS OATES	CHAIRMAN - RETIRED	2.00	Officer Director	$0	$0	$0
RONALD W ALDEN	FINANCE CHAIR	2.00	Officer Director	$0	$0	$0
LYNN WILLIAMS	SECRETARY	2.00	Officer Director	$0	$0	$0
THOMAS BUDD	DIRECTOR	2.00	Director	$0	$0	$0
CAROL HARTLINE	DIRECTOR	2.00	Director	$0	$0	$0
BEN HOLMSTROM	DIRECTOR	2.00	Director	$0	$0	$0
JACK KIECKHEFER	DIRECTOR	2.00	Director	$0	$0	$0
VICKIE KIEFFER	DIRECTOR	2.00	Director	$0	$0	$0
DEREK KILEY	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTINE KINSMAN	DIRECTOR	2.00	Director	$0	$0	$0
TODD STERN	DIRECTOR (THRU 7.8.24)	2.00	Director	$0	$0	$0
DAN VANSISTINE	DIRECTOR	2.00	Director	$0	$0	$0
MRS RICHARD WICKSTRAND	HONORARY DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM GRAHN	PRESIDENT AND CEO	40.00	Officer	$190,621	$16,647	$207,268
LISA MUNSON	CFO	40.00	Officer	$130,237	$15,103	$145,340
LINDA CRAIG-ELLIS	LPN	40.00	Highest	$170,972	$23,169	$194,141
DR MICHAEL TADIN	DENTIST	40.00	Highest	$172,291	$27,144	$199,435
SHEFFIELD WILEY	DIRECTOR OF NURSING-EH	40.00	Highest	$139,601	$12,844	$152,445

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	$41,912,575	$40,278,301	$24,758,458	$1,634,274
2024	$38,671,197	$36,713,146	$22,995,736	$1,958,051
2023	$34,757,062	$34,563,800	$20,590,915	$193,262
2022	$36,714,958	$33,422,501	$20,873,485	$3,292,457
2021	$34,095,532	$30,801,313	$23,166,616	$3,294,219
2020	$31,534,013	$30,023,097	$14,681,264	$1,510,916
2019	$30,964,170	$30,105,327	$14,050,671	$858,843
2018	$28,851,422	$30,127,599	$15,036,485	$-1,276,177

MILESTONE INC