MILESTONES SERVICES INC (EIN 710424427) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1961

Legal Domicile

Principal Officer

RANDY OHLDE

Phone

5013292164

Tax Period

2024-07-01 to 2025-06-30

Milestones Services Inc, founded in 1961, is a community nonprofit in the Education sector that reported $2.6M in total revenue in fiscal year 2017. Revenue decreased 16% compared to the prior year.

Mission

TO ENABLE PERSONS WITH DEVELOPMENTAL DISABILITIES TO ACHIEVE THEIR MAXIMUM POTENTIAL.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $221,625

Program Service Revenue $2,248,199

Investment Income $15,703

Other Revenue $78,794

TOTAL REVENUE $2,564,321

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,298,219

Fundraising Expenses $8,542

Program Expenses $2,269,096

Other Expenses $563,552

TOTAL EXPENSES $2,861,771

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,564,321	$2,481,764	+0.0%
Expenses	$2,861,771	$2,899,470	0.0%
Net Income	$-297,450	$-417,706	-0.3%

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

108

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

$83,922

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RANDY OHLDE	EXECUTIVE DIRECTOR	40.00	Officer	$78,318	$5,604	$83,922
JOHN KEITH	PRESIDENT	0.50	Officer Director	$0	$0	$0
KATIE MCGUIRT	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
LATASHA RICHARD	TREASURER	0.50	Officer Director	$0	$0	$0
TIM PURKISS	SECRETARY	0.50	Officer Director	$0	$0	$0
CLAUDIA SCHICHTL	BOARD MEMBER	0.50	Director	$0	$0	$0
DR ELLEN TURNEY	BOARD MEMBER	0.50	Director	$0	$0	$0
MATT BROWN	BOARD MEMBER	0.50	Director	$0	$0	$0
ALICIA BROWN	BOARD MEMBER	0.50	Director	$0	$0	$0
RACHEL TIDWELL	BOARD MEMBER	0.50	Director	$0	$0	$0
DR BILL PATTERSON	BOARD MEMBER	0.50	Director	$0	$0	$0
JEFF WICKS	BOARD MEMBER	0.50	Director	$0	$0	$0
MYRA ENGELKES	BOARD MEMBER	0.50	Director	$0	$0	$0
KAREN HILL	BOARD MEMBER	0.50	Director	$0	$0	$0
DR LAURA MACDONALD	BOARD MEMBER	0.50	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	$2,564,321	$2,861,771	$2,351,460	$-297,450
2024	$2,481,764	$2,899,470	$2,569,678	$-417,706
2023	$3,101,258	$3,160,349	$2,886,062	$-59,091
2022	$4,007,535	$2,704,553	$2,965,545	$1,302,982
2021	$2,541,269	$2,196,203	$1,845,797	$345,066
2020	$1,807,885	$2,299,442	$1,624,425	$-491,557
2019	$2,507,529	$2,997,102	$1,682,126	$-489,573
2018	$2,605,912	$2,816,892	$2,165,365	$-210,980

MILESTONES SERVICES INC