Milestone Community Wellness LLC

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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

2022

Legal Domicile

Phone

7209277383

Tax Period

2025-01-01 to 2025-12-31

Milestone Community Wellness LLC, founded in 2022, is a small nonprofit in the Human Services sector that reported $752K in total revenue in fiscal year 2025. Revenue surged 109% from the prior year, signaling strong growth momentum. Expenses of $697K left a modest 7% surplus.

Mission

Recovery support services organization RSSO dedicated to the ethos of peer-run, peer-driven services to support individuals in recovery from substance use disorders.

Program Service Accomplishments

Program 1

Expenses: $312,603

Provide individual and group peer support and holistic wellness planning for individuals in recovery from substance use disorders

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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 (2025)

Revenue Breakdown

Contributions & Grants $752,188

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $752,188

Expense Breakdown

Grants Paid $0

Salaries & Benefits $423,019

Fundraising Expenses $0

Program Expenses $312,603

Other Expenses $273,522

TOTAL EXPENSES $696,541

Year-over-Year Comparison

	2025	2024	Change
Revenue	$752,188	$359,674	+1.1%
Expenses	$696,541	$355,006	+1.0%
Net Income	$55,647	$4,668	+10.9%

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

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

$35,000

Total Directors

$140,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Forest Mangus	Director	40.00	Director	$70,000	$0	$70,000
Rebecca Stieb	Director	40.00	Director	$70,000	$0	$70,000
Jodi Willbanks	Secretary	20.00	Officer	$35,000	$0	$35,000
Casey Frese	President	1.00	Director	$0	$0	$0
Burke Fishburn	Director	1.00	Director	$0	$0	$0
Michelle Hawkins	Treasurer	1.00	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	$752,188	$696,541	$66,718	$55,647
2024	$359,674	$355,006	$76,495	$4,668