MILESTONES INC (EIN 611343154) - 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

1999

Legal Domicile

Principal Officer

SAMUEL LANGE

Phone

8596947669

Tax Period

2024-01-01 to 2024-12-31

MILESTONES INC, founded in 1999, is a small nonprofit in the Health Care sector that reported $283K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $248K left a modest 12% surplus.

Mission

PRESENTS OPPORTUNITIES FOR INDIVIDUALS WITH CHALLENGES TO ENHANCE THEIR QUALITY OF LIFE.

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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 $158,935

Program Service Revenue $107,780

Investment Income $368

Other Revenue $16,072

TOTAL REVENUE $283,155

Expense Breakdown

Grants Paid $0

Salaries & Benefits $49,402

Fundraising Expenses $0

Program Expenses $234,755

Other Expenses $198,570

TOTAL EXPENSES $247,972

Year-over-Year Comparison

	2024	2023	Change
Revenue	$283,155	$313,436	-0.1%
Expenses	$247,972	$353,879	-0.3%
Net Income	$35,183	$-40,443	-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
JENNIFER LUNN	DIRECTOR	5.00	Director	$0	$0	$0
SHANNON GREGORY	DIRECTOR	5.00	Director	$0	$0	$0
SAMUEL LANGE	PRESIDENT	5.00	Officer	$0	$0	$0
KEVIN BONHAUS	VICE PRESIDENT	5.00	Officer	$0	$0	$0
MARY BRUCKMAN	TREASURER	5.00	Officer	$0	$0	$0
LAUREN BEVILAQUA	SECRETARY	5.00	Officer	$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
2024	$283,155	$247,972	$476,721	$35,183
2023	$313,436	$353,879	$437,392	$-40,443

MILESTONES INC