MILTON SOCIETY (EIN 824007001) - 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

2017

Legal Domicile

Principal Officer

CHRISTIAN BROWN

Tax Period

2024-05-01 to 2025-04-30

MILTON SOCIETY, founded in 2017, is a small nonprofit that reported $208K in total revenue in fiscal year 2024. Expenses of $192K left a modest 7% surplus.

Mission

THE CORPORATION IS ORGANIZED AND OPERATED TO PROMOTE SOCIAL ACTIVITES, INTELLECTUAL IMPROVEMENT, AND ENTERTAINMENT OF ITS MEMBERS BY OPERATING AND PRESENTING A CARNIVAL BALL.

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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 (2024)

Revenue Breakdown

Contributions & Grants $154,720

Program Service Revenue $46,463

Investment Income $4,700

Other Revenue $1,739

TOTAL REVENUE $207,622

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $192,165

Other Expenses $192,165

TOTAL EXPENSES $192,165

Year-over-Year Comparison

	2024	2023	Change
Revenue	$207,622	$204,906	+0.0%
Expenses	$192,165	$178,796	+0.1%
Net Income	$15,457	$26,110	-0.4%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYNES SLOSS	DIRECTOR	2.00	Director	$0	$0	$0
T DUGAN WESTFELDT II	DIRECTOR	2.00	Director	$0	$0	$0
G PERRY EASTMAN IV	DIRECTOR	2.00	Director	$0	$0	$0
JAMES J REISS III	DIRECTOR	2.00	Director	$0	$0	$0
PAXTON L WHITE	DIRECTOR	2.00	Director	$0	$0	$0
ST DENIS J VILLERE III	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM F GRACE III	DIRECTOR	2.00	Director	$0	$0	$0
VAUGHAN FITZPATRICK	PRESIDENT	2.00	Officer	$0	$0	$0
ROBERT WHANN	VICE PRESIDENT	2.00	Officer	$0	$0	$0
J KELLY DUNCAN	SECRETARY	2.00	Officer	$0	$0	$0
CHRISTIAN BROWN	TREASURER	2.00	Officer	$0	$0	$0
RICHARD B MONTGOMERY IV	CAPTAIN	2.00	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
2025	$207,622	$192,165	$276,606	$15,457
2024	$204,906	$178,796	$259,281	$26,110
2023	$178,465	$173,828	$231,751	$4,637
2022	$185,371	$164,280	$226,298	$21,091
2021	$124,397	$22,302	$205,207	$102,095

MILTON SOCIETY