THE MILESTONE CHARITABLE FOUNDATION (EIN 811207829) - 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

2016

Principal Officer

JOHN BAIR

Phone

7168831833

Tax Period

2023-01-01 to 2023-12-31

THE MILESTONE CHARITABLE FOUNDATION, founded in 2016, is a small nonprofit in the Public & Societal Benefit sector that reported $364K in total revenue in fiscal year 2023. Expenses of $346K left a modest 5% surplus.

Mission

THE FOUNDATION PROVIDES LOW-INTEREST, NON-RECOURSE, FINANCIAL ASSISTANCE TO INDIVIDUALS IN NEED WHO ARE SUFFERING FROM FINANCIAL DISTRESS DURING THE PENDENCY OF LITIGATION AS A RESULT OF A CATASTROPHIC ACCIDENT. THE PURPOSE OF THIS IS TO PROVIDE RELIEF TO THE POOR, THE FINANCIALLY DISTRESSED AND UNDERPRIVLEGED AND TO PRESERVE AND MAINTAIN BOTH THE CIVIL RIGHTS OF THESE INDIVIDUALS AND UNIVERSAL ACCESS TO THE UNITED STATES JUSTICE SYSTEM FOR ALL CITIZENS, REGARDLESS OF FINANCIAL ABILITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $315,479

Investment Income $0

Other Revenue $48,986

TOTAL REVENUE $364,465

Expense Breakdown

Grants Paid $0

Salaries & Benefits $167,140

Fundraising Expenses $0

Program Expenses $332,994

Other Expenses $178,509

TOTAL EXPENSES $345,649

Year-over-Year Comparison

	2023	2022	Change
Revenue	$364,465	$355,604	+0.0%
Expenses	$345,649	$506,662	-0.3%
Net Income	$18,816	$-151,058	-1.1%

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

$120,000

Total Directors

$120,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN BAIR	PRESIDENT	1.00	Officer Director	$0	$0	$0
AMY BAIR	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
RACHEL MATHEWS	MEMBER	1.00	Officer Director	$0	$0	$0
JOHN ABEEL	TREASURER	1.00	Officer Director	$0	$0	$0
MICHAEL VOLPE	EXECUTIVE DI	40.00	Officer Director	$0	$0	$120,000

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	No data	No data	No data	No data
2023	$364,465	$345,649	$2,005,073	$18,816
2022	$355,604	$506,662	$2,192,709	$-151,058
2021	$254,679	$171,085	$1,269,129	$83,594
2020	$146,673	$106,532	$1,108,270	$40,141
2019	$192,153	$210,531	$966,730	$-18,378
2018	$173,141	$155,352	$911,118	$17,789

THE MILESTONE CHARITABLE FOUNDATION