MILESTONES AREA AGENCY ON AGING (EIN 421321239) - 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

1988

Legal Domicile

Principal Officer

LINDA MILLER

Phone

5633249085

Tax Period

2024-07-01 to 2025-06-30

MILESTONES AREA AGENCY ON AGING, founded in 1988, is a community nonprofit in the Human Services sector that reported $5.9M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $5.5M left a modest 7% surplus.

Mission

PROVIDE PROGRAMS AND SERVICES TO HELP OLDER IOWANS LIVE SAFELY AND INDEPENDENTLY AT HOME.

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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 $5,163,108

Program Service Revenue $661,325

Investment Income $-6,526

Other Revenue $34,658

TOTAL REVENUE $5,852,565

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,757,561

Fundraising Expenses $0

Program Expenses $5,077,760

Other Expenses $2,713,432

TOTAL EXPENSES $5,470,993

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,852,565	$5,259,955	+0.1%
Expenses	$5,470,993	$6,480,605	-0.2%
Net Income	$381,572	$-1,220,650	-1.3%

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

Employees

141

Volunteers

232

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

$178,252

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRY WILSON	BOARD CHAIR	1.50	Officer Director	$0	$0	$0
PEGGY FISCHER	VICE CHAIR	0.50	Officer Director	$0	$0	$0
STEPHEN SWISHER	SECRETARY/TREASURER	0.50	Officer Director	$0	$0	$0
JULIE SCHILLING	DIRECTOR	0.50	Director	$0	$0	$0
SHARI WILSON	DIRECTOR	0.50	Director	$0	$0	$0
SUSAN LEUTHAUSER	DIRECTOR	0.50	Director	$0	$0	$0
CAROL EARNHARDT	DIRECTOR	0.50	Director	$0	$0	$0
BECKY PASSMAN	EXECUTIVE DIRECTOR (END 1/26)	40.00	Officer	$78,563	$20,176	$98,739
STEPHANIE NEWTON	FISCAL OFFICER	40.00	Officer	$62,774	$16,739	$79,513

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	$5,852,565	$5,470,993	$1,223,544	$381,572
2024	$5,259,955	$6,480,605	$560,635	$-1,220,650
2023	$7,183,935	$7,292,405	$1,230,462	$-108,470
2022	$6,079,720	$6,564,103	$1,658,440	$-484,383
2021	$6,004,219	$5,708,560	$2,561,331	$295,659
2020	$5,620,864	$5,549,026	$1,759,348	$71,838
2019	$5,493,337	$5,517,473	$1,352,994	$-24,136
2018	$6,143,930	$6,396,093	$1,353,413	$-252,163

MILESTONES AREA AGENCY ON AGING