Public & Societal Benefit
(W99)
990 on File
MILESTONE CHARITABLE FOUNDATION INC
Financial strength (30%)
63/100
Reliability (20%)
45/100
Effectiveness (25%)
71/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2023
$364K
Total Revenue
$346K
Total Expenses
$64K
Net Assets
0
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
96.3%
Fundraising Efficiency
0.0%
Operating Reserve
2.23x
Liability-to-Asset
96.8%
Revenue Diversification
86.6%
Executive Compensation
$120K
Compared with Peers
FY 2023
Compared with 1,960 similar organizations
(United States, Public & Societal Benefit, $100K–$1M in expenses), FY 2023.
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
|
96.3% | 86.2% |
P10P90
|
Above median |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
3.7% | 10.0% |
P10P90
|
Above median |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
0.0% | 0.0% |
P10P90
|
Top quarter |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
0.0% | 14.1% |
P10P90
|
Top quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
2.2 mo | 9.0 mo |
P10P90
|
Bottom quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
96.8% | 0.7% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
86.6% | 98.2% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
2.5% | 9.0% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-31.8% | 14.0% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
5.2% | 3.2% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $364K | $346K | $64K | 96.3% | 0 |
| 2022 | $356K | $507K | $45K | 39.4% | 0 |
| 2021 | $255K | $171K | N/A | — | 0 |
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