MILESTONES WELLNESS OUTREACH

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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

2017

Legal Domicile

Principal Officer

Jennifer Morgan

Phone

7175734287

Tax Period

2021-01-01 to 2021-12-31

MILESTONES WELLNESS OUTREACH, founded in 2017, is a small nonprofit that reported $306K in total revenue in fiscal year 2021. Revenue surged 1473% from the prior year, signaling strong growth momentum. Expenses of $343K exceeded revenue, resulting in a 12% operating deficit.

Mission

Fundraising efforts focused solely on playground establishment for 2021.

Program Service Accomplishments

Program 1

Expenses: $332,872 Revenue: $305,739

The organization began the year with cash amounts of $45608.68. Two grants (DCED Grant & Krivak Trust) totaling the amount of $276650.00 was received, along with direct contributions and fundraisers brought in total revenues of $305738.55 after normal expenses and construction of the playground, expenses totaled $342685.70. This brought a loss of ($36947.15) for the 2021 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 (2021)

Revenue Breakdown

Contributions & Grants $305,739

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $305,739

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $9,590

Program Expenses $332,872

Other Expenses $342,686

TOTAL EXPENSES $342,686

Year-over-Year Comparison

	2021	2020	Change
Revenue	$305,739	$19,438	+14.7%
Expenses	$342,686	$4,278	+79.1%
Net Income	$-36,947	$15,160	-3.4%

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

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 Morgan	President	2	Officer	$0	$0	$0
Richard Morgan	Secretary	1	Officer	$0	$0	$0
Jennifer Mellott	Treasurer	1	Officer	$0	$0	$0
Kent Mellott	Member	1	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
2021	$305,739	$342,686	$340,907	$-36,947