MILESTONE FOUNDATION (EIN 363223946) - 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

1982

Legal Domicile

Principal Officer

PATRICK AGNEW

Phone

8156546100

Tax Period

2024-07-01 to 2025-06-30

MILESTONE FOUNDATION, founded in 1982, is a small nonprofit in the Health Care sector that reported $488K in total revenue in fiscal year 2024. Net assets of $17.9M represent 439 months of operating reserves.

Mission

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 $0

Program Service Revenue $0

Investment Income $488,358

Other Revenue $0

TOTAL REVENUE $488,358

Expense Breakdown

Grants Paid $390,493

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $390,493

Other Expenses $112,295

TOTAL EXPENSES $502,788

Year-over-Year Comparison

	2024	2023	Change
Revenue	$488,358	$453,673	+0.1%
Expenses	$502,788	$522,669	0.0%
Net Income	$-14,430	$-68,996	-0.8%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK AGNEW	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVE BAXTER	TREASURER AN	1.00	Officer Director	$0	$0	$0
JAMES HAMILTON	CEO	1.00	Officer Director	$0	$0	$0
JAMES PATRICK	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
KARL SWANSON	DIRECTOR	1.00	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
2025	$488,358	$502,788	$17,871,890	$-14,430
2024	$453,673	$522,669	$16,521,955	$-68,996
2023	$490,756	$611,164	$14,980,270	$-120,408
2022	$391,600	$289,810	$13,975,588	$101,790
2021	$293,963	$276,491	$16,248,440	$17,472
2020	$460,427	$970,634	$12,578,221	$-510,207
2019	$663,721	$2,540,605	$13,446,963	$-1,876,884
2018	$562,494	$852,473	$15,699,007	$-289,979

MILESTONE FOUNDATION