MILESTONES

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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

RYAN LEE

Phone

8089796700

Tax Period

2019-01-01 to 2019-12-31

MILESTONES, founded in 2017, is a small nonprofit that reported $176K in total revenue in fiscal year 2019. Revenue fell 90% from the prior year — a significant decline worth monitoring. Expenses of $537K exceeded revenue, resulting in a 205% operating deficit.

Mission

MILESTONES WILL APPLY OUR DIVERSE PROFESSIONAL EXPERTISE, AND COMMUNITY RELATIONSHIPS TO IMPROVE CARE FOR PEOPLE WITH NEUROLOGIC DISORDERS, REALIZING VALUE IN ALL CHILDREN AND FAMILIES. WE WILL EMBRACE THE JOURNEY OF TRANSFORMATION WITH OUR PATIENTS AND THEIR FAMILIES, AND IN AN EVER- CHANGING HEALTH CARE ENVIRONMENT THAT PRESENTS NEW CHALLENGES AND OPPORTUNITIES. "DEVELOP CLINICAL PROGRAMS TO ENRICH THE LIVES OF INDIVIDUALS WITH NEURODEVELOPMENTAL DISORDERS "ENHANCE OUR SYSTEM OF CARE FOR AT-RISK, UNDERSERVED CHILDREN THROUGH EARLY, COMPREHENSIVE EVALUATION AND TREATMENT TO IMPROVE BEHAVIORAL HEALTH "FOSTER GROWTH OF COMMUNITY MEMBERS IN THE PURSUIT OF THEIR PERSONAL AND PROFESSIONAL GOALS RELATED TO NEURODEVELOPMENTAL DISABILITY CARE "PARTICIPATE WITH COMMUNITY ORGANIZATIONS IN THEIR EFFORTS TO MAKE HAWAII A BETTER PLACE FOR PEOPLE WITH DISABILITIES "SEEK OUT THE BEST PARTNERS TO COMPLEMENT OUR CAPABILITIES IN PURSUIT OF OUR VISION

Program Service Accomplishments

Program 1

Expenses: $429,984 Revenue: $79,422

MILESTONES WILL BE A CENTER OF EXCELLENCE IN NEURODEVELOPMENTAL DISORDERS FOR HAWAII AND THE PACIFIC RIM BY PROVIDING THE BEST CLINICAL CARE, PROFESSIONAL DEVELOPMENT AND RESEARCH, TO BE AT THE...

MILESTONES WILL BE A CENTER OF EXCELLENCE IN NEURODEVELOPMENTAL DISORDERS FOR HAWAII AND THE PACIFIC RIM BY PROVIDING THE BEST CLINICAL CARE, PROFESSIONAL DEVELOPMENT AND RESEARCH, TO BE AT THE FOREFRONT OF THE COMMUNITY EFFORT TO MAKE HAWAII A BETTER PLACE.

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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 (2019)

Revenue Breakdown

Contributions & Grants $104,453

Program Service Revenue $79,422

Investment Income $-7,680

Other Revenue $0

TOTAL REVENUE $176,195

Expense Breakdown

Grants Paid $0

Salaries & Benefits $311,749

Fundraising Expenses $0

Program Expenses $429,984

Other Expenses $224,843

TOTAL EXPENSES $536,592

Year-over-Year Comparison

	2019	2018	Change
Revenue	$176,195	$1,710,704	-0.9%
Expenses	$536,592	$1,540,480	-0.7%
Net Income	$-360,397	$170,224	-3.1%

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

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

$46,154

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RYAN LEE	PRESIDENT	40.00	Officer	$46,154	$0	$46,154
CHRISTINE VAN BERGEIJK	DIRECTOR	N/A	Director	$0	$0	$0
MICHAEL BRODERICK	DIRECTOR	N/A	Director	$0	$0	$0
MICHAEL MOHR	DIRECTOR	N/A	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
2019	$176,195	$536,592	No data	$-360,397
2018	$1,710,704	$1,540,480	$375,827	$170,224