Human Services
(P82Z)
IRS Verified
DX Registered
990 on File
MILESTONE INC
Financial strength (30%)
83/100
Reliability (20%)
55/100
Effectiveness (25%)
88/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$41.9M
Total Revenue
$40.3M
Total Expenses
$20.6M
Net Assets
693
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
93.2%
Fundraising Efficiency
N/A
Operating Reserve
6.13x
Liability-to-Asset
16.9%
Revenue Diversification
91.5%
Executive Compensation
$363K
Compared with Peers
FY 2025
Compared with 1,112 similar organizations
(United States, Human Services, $10M–$100M in expenses), FY 2025.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
93.2% | 87.2% |
P10P90
|
Top quarter |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
6.5% | 11.3% |
P10P90
|
Top quarter |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
0.3% | 0.4% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
6.1 mo | 7.5 mo |
P10P90
|
Below median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
16.9% | 26.6% |
P10P90
|
Above median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
91.5% | 91.4% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
8.4% | 6.3% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
9.7% | 5.3% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
3.9% | 2.8% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $41.9M | $40.3M | $20.6M | 93.2% | 693 |
| 2024 | $38.7M | $36.7M | $18.9M | 93.4% | 727 |
| 2023 | $34.8M | $34.6M | $16.8M | 91.7% | 742 |
| 2022 | $36.7M | $33.4M | $16.6M | 92.1% | 771 |
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