MILESTONE DECISIONS INC (EIN 930979700) - 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

1980

Legal Domicile

Principal Officer

Melissa Honsinger

Phone

5034285233

Tax Period

2023-10-01 to 2024-09-30

MILESTONE DECISIONS INC, founded in 1980, is a community nonprofit in the Mental Health sector that reported $6.7M in total revenue in fiscal year 2023. Expenses of $6.2M left a modest 8% surplus.

Mission

TO PROMOTE MEANINGFUL LIVES BY INDIVIDUALLY MEETING THE PHYSICAL, INTELLECTUAL, AND SOCIAL NEEDS OF THE PEOPLE SERVED, FOCUSING ON INDIVIDUALS WITH INTELLECTUAL DISABILITIES.

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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 $6,669,836

Investment Income $74,652

Other Revenue $5,261

TOTAL REVENUE $6,749,749

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,138,248

Fundraising Expenses $0

Program Expenses $5,386,553

Other Expenses $1,079,846

TOTAL EXPENSES $6,218,094

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,749,749	$6,539,480	+0.0%
Expenses	$6,218,094	$5,570,984	+0.1%
Net Income	$531,655	$968,496	-0.5%

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

145

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
Hallie Beal	Resid. Habil. Lead	81.00		$106,500	$14,187	$120,687
Dedegan Locoh	direct support pro	77.00		$117,456	$513	$117,969
Shannen Kilborn	QIDP / Supervisor	66.00		$115,060	$1,176	$116,236
Christopher Scaletta	Direct Support Pro	81.00		$115,448	$624	$116,072
Melissa Honsinger	President	2.00	Officer Director	$0	$0	$0
Shelley Brooks	Director	1.00	Director	$0	$0	$0
Jennifer Ewers	Director	1.00	Director	$0	$0	$0
JILL RINALDI	Director	1.00	Director	$0	$0	$0
Anette Holderman	Director	1.00	Director	$0	$0	$0
Gwen Mitchell	Director	1.00	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
2024	$6,749,749	$6,218,094	$4,937,753	$531,655
2023	$6,539,480	$5,570,984	$4,455,054	$968,496
2022	$5,437,152	$4,664,205	$3,359,157	$772,947
2021	$6,306,774	$5,294,595	$2,626,682	$1,012,179

MILESTONE DECISIONS INC