Milestone Academy LLC (EIN 475065333) - 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

2015

Legal Domicile

Phone

2156631160

Tax Period

2022-01-01 to 2022-12-31

Milestone Academy LLC, founded in 2015, is a small nonprofit in the Education sector that reported $124K in total revenue in fiscal year 2022. Revenue fell 74% from the prior year — a significant decline worth monitoring. Expenses of $411K exceeded revenue, resulting in a 232% operating deficit.

Mission

Milestone Academy mission is to support students with diverse learning styles by fostering a nurturing and positive environment utilizing proven teaching interventions to help them realize their strenths and capabilities self knowledge and self-advocacy will override frustrations, leading to academic achievement and social success.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,285

Program Service Revenue $122,500

Investment Income $0

Other Revenue $0

TOTAL REVENUE $123,785

Expense Breakdown

Grants Paid $0

Salaries & Benefits $342,402

Fundraising Expenses $0

Program Expenses $410,523

Other Expenses $68,121

TOTAL EXPENSES $410,523

Year-over-Year Comparison

	2022	2021	Change
Revenue	$123,785	$478,833	-0.7%
Expenses	$410,523	$469,842	-0.1%
Net Income	$-286,738	$8,991	-32.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michele Hewitt-Webster	Secretary	30		$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
2022	$123,785	$410,523	$-2,118	$-286,738
2021	$478,833	$469,842	$284,620	$8,991
2019	$485,220	$468,520	$-236,077	$16,700
2018	$357,481	$521,279	$-252,777	$-163,798

Milestone Academy LLC