MILESTONES INC

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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

1999

Legal Domicile

Principal Officer

SAMUEL LANGE

Phone

8596947669

Tax Period

2025-01-01 to 2025-12-31

MILESTONES INC, founded in 1999, is a small nonprofit in the Health Care sector that reported $382K in total revenue in fiscal year 2025. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $102K, a strong 27% operating margin.

Mission

NONE

Program Service Accomplishments

Program 1

Expenses: $278,141 Revenue: $95,725

PROVIDED THERAPEUTIC HORSEBACK RIDING LESSONS TO MORE THAN 100 INDIVIDUALS THROUGHOUT THE COURSE OF THE YEAR.

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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 (2025)

Revenue Breakdown

Contributions & Grants $273,872

Program Service Revenue $95,725

Investment Income $2,554

Other Revenue $10,259

TOTAL REVENUE $382,410

Expense Breakdown

Grants Paid $0

Salaries & Benefits $75,808

Fundraising Expenses $0

Program Expenses $278,141

Other Expenses $204,522

TOTAL EXPENSES $280,330

Year-over-Year Comparison

	2025	2024	Change
Revenue	$382,410	$283,155	+0.4%
Expenses	$280,330	$247,972	+0.1%
Net Income	$102,080	$35,183	+1.9%

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

Employees

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
SAMUEL LANGE	PRESIDENT	5.00	Officer Director	$0	$0	$0
KEVIN BONHAUS	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
MARK HILGEFORD	TREASURER	1.00	Officer Director	$0	$0	$0
LESLIE ADAMS	ADMINISTRATOR	4.00	Officer Director	$0	$0	$0
TRACEY BRUMLEY	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON GREGORY	DIRECTOR	1.00	Director	$0	$0	$0
PATTY KAPPESSER	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER LUNN	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINA WARDROP	DIRECTOR	1.00	Director	$0	$0	$0
JEANNIE NESTHEIDE	DIRECTOR	2.00	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	$382,410	$280,330	$576,317	$102,080
2024	$283,155	$247,972	$476,721	$35,183
2023	$313,436	$353,879	$437,392	$-40,443