MILESTONE GROWTH CAPITAL INSTITUTE (EIN 933076680) - 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

2023

Legal Domicile

Principal Officer

DAWN BATTS

Phone

3133005977

Tax Period

2024-01-01 to 2024-12-31

MILESTONE GROWTH CAPITAL INSTITUTE, founded in 2023, is a small nonprofit in the Community Improvement sector that reported $244K in total revenue in fiscal year 2024. Revenue surged 801% from the prior year, signaling strong growth momentum. The organization ran a surplus of $70K, a strong 29% operating margin.

Mission

TO FACILITATE COMMUNITY TRANSFORMATION BY ACCELERATING CAPITAL KNOWLEDGE AND ACCESS IN THE EARLY-STAGE ENTREPRENEURIAL ECOSYSTEM FOR BOTH FOUNDERS AND ANGEL INVESTORS

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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 $283,811

Program Service Revenue $0

Investment Income $0

Other Revenue $-39,455

TOTAL REVENUE $244,356

Expense Breakdown

Grants Paid $24,269

Salaries & Benefits $60,750

Fundraising Expenses $0

Program Expenses $127,833

Other Expenses $89,692

TOTAL EXPENSES $174,711

Year-over-Year Comparison

	2024	2023	Change
Revenue	$244,356	$27,120	+8.0%
Expenses	$174,711	$4,705	+36.1%
Net Income	$69,645	$22,415	+2.1%

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

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

$60,750

Total Directors

$60,750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAWN BATTS	PRESIDENT AND C.E.O.	40.00	Officer Director	$36,450	$0	$36,450
ANNE MAGHAS	CHIEF OPERATING OFFICER	20.00	Officer Director	$24,300	$0	$24,300
NICHOLE WASHINGTON	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	$244,356	$174,711	$92,359	$69,645
2024	$244,356	$174,711	$92,359	$69,645

MILESTONE GROWTH CAPITAL INSTITUTE