MILESTONE GROWTH CAPITAL INSTITUTE

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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

Program Service Accomplishments

Program 1

Expenses: $127,833

MILESTONE GROWTH CAPITAL INSTITUTE ("MGCI") ADVANCES ITS MISSION THROUGH EDUCATION, RESEARCH, AND COMMUNITY-BUILDING PROGRAMS THAT STRENGTHEN THE EARLY-STAGE ENTREPRENEURIAL ECOSYSTEM. DURING THE...

MILESTONE GROWTH CAPITAL INSTITUTE ("MGCI") ADVANCES ITS MISSION THROUGH EDUCATION, RESEARCH, AND COMMUNITY-BUILDING PROGRAMS THAT STRENGTHEN THE EARLY-STAGE ENTREPRENEURIAL ECOSYSTEM. DURING THE REPORTING YEAR, THE INSTITUTE OFFERED TWO MULTI-WEEK COHORT PROGRAMS FOR EMERGING INVESTORS AND FOUNDERS, WITH TRAINING ON CAPITAL PATHWAYS, EARLY-STAGE INVESTING, AND VENTURE READINESS. SEE SCHEDULE O FOR ADDITIONAL INFORMATION.MGCI'S DATA-DRIVEN RESEARCH GENERATED ACTIONABLE INSIGHTS TO INCREASE THE DIVERSITY AND PLURALITY OF ECOSYSTEM PARTICIPANTS; THIS INCLUDED COMPLETING ONE MAJOR RESEARCH STUDY IN COLLABORATION WITH A LOCAL UNIVERSITY. THIS STUDY INCLUDED 55 IN-DEPTH INTERVIEWS WITH ENTREPRENEURIAL ECOSYSTEM STAKEHOLDERS. TO FOSTER MEANINGFUL CONNECTIONS AMONG ANGEL INVESTORS, MGCI HOSTED AN ANGEL FORUM, ENGAGING NEARLY 100 PARTICIPANTS. TOGETHER, THESE EFFORTS BUILD AND SUPPORT INNOVATION, DEEPEN KNOWLEDGE ABOUT NAVIGATING THE ENTREPRENEURIAL ECOSYSTEM, AND CONTRIBUTE TO BUILDING A MORE COLLABORATIVE ENTREPRENEURIAL COMMUNITY.

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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