Milestones of Development (EIN 680058562) - 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

1986

Legal Domicile

Phone

7076440496

Tax Period

2022-07-01 to 2023-06-30

Milestones of Development, founded in 1986, is a community nonprofit in the Human Services sector that reported $5.7M in total revenue in fiscal year 2022. Expenses of $6.4M exceeded revenue, resulting in a 12% operating deficit.

Mission

Residential care facility for profoundly intellectually impaired children and adults.

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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 $57,007

Program Service Revenue $5,684,825

Investment Income $2,593

Other Revenue $0

TOTAL REVENUE $5,744,425

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,261,032

Fundraising Expenses $0

Program Expenses $5,051,669

Other Expenses $2,180,691

TOTAL EXPENSES $6,441,723

Year-over-Year Comparison

	2022	2021	Change
Revenue	$5,744,425	$5,389,206	+0.1%
Expenses	$6,441,723	$5,642,065	+0.1%
Net Income	$-697,298	$-252,859	+1.8%

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

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

$77,305

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michelle Condit	Executive Dir.	40.00	Director	$77,305	$0	$77,305
Teresa Wilson	Chairman	0.00	Director	$0	$0	$0
Nancy Foo	Director	0.00	Director	$0	$0	$0
Christine Fitzgerald	Vice President	0.00	Director	$0	$0	$0
Valinda Gillis	Treasurer	0.00	Director	$0	$0	$0
Carolyn Appenzellar	Secretary	0.00	Director	$0	$0	$0
Nelly Tsvetkova	Director	0.00	Director	$0	$0	$0
Steve Arnold	Director	0.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$5,744,425	$6,441,723	$2,697,925	$-697,298
2022	$5,389,206	$5,642,065	$3,255,674	$-252,859
2021	$6,837,998	$5,641,783	$3,505,691	$1,196,215
2019	$5,389,558	$5,445,425	$2,238,932	$-55,867

Milestones of Development