Milestones INC EIN 61-1343154 Form 990 (PDF) Claim this org

Milestones INC

Not yet claimed Claim this org →

Helps people with challenges improve their lives through new opportunities. For fiscal year 2025 it reported $382K in revenue, $280K in expenses, and $177K in net assets.Pt I

Founded
1999
Type
Public charity (501(c)(3)) · Health Care
Location
Independence, KY
Website
milestonesinc.org
Filings
3 on file (2023–2025)
Revenue
$382KFY2025
Expenses
$280K
Net assets
$177K
People
10
Filings
3
Updates
0
More identity details & actions ⌄
EIN  61-1343154 Public charity (501(c)(3)) Independence, KY Founded 1999
Form 990 (PDF)
Compare with another nonprofit →
Is this your organization?
Claim this profile to manage it and share your story.
Claim
Provided by the organization

This section is blank until Milestones INC claims this page.

Know this organization? Claim it to add your story

Size
$100K–1M
What they do
Helps people with challenges improve their lives through new opportunities.
Leadership
Samuel Lange · President
Money in and out
$382K revenue, $280K expenses
Bottom line
99% program efficiency
Where the money goes · FY2025
Total revenue
$382K
Pt VIII · Ln 12
Total expenses
$280K
Pt IX · Ln 25
Net assets
$177K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $102K
Where spending went · Part IX cols B–D
Program services $0.99 Management & general $0.01
Program efficiency
99%
of spending reaches programs▲ +5% vs prior filing year
Operating runway
5.2mo
months of highly liquid reserves at operating expense rate▲ +68% vs prior filing year
Surplus margin
+27%
revenue over expenses, this year▲ +115% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$382K
FY2025▲ +35%
Expenses
$280K
FY2025▲ +13%
Total assets
$576K
FY2025▲ +21%
Total liabilities
$399K
FY2025▼ -0.7%
Total revenue
$382K
Pt VIII · Ln 12
Total expenses
$280K
Pt IX · Ln 25
Net assets
$177K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$102K
Total assetsPt X · Ln 16$576K
Program-expense ratioPt IX · col B99%
Voting members of governing bodyPt I · Ln 310
Independent voting membersPt I · Ln 410

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CMilestones INC
EINHdr · item D61-1343154
Principal addressHdr · item CIndependence, KY
WebsiteHdr · item Jmilestonesinc.org
Year of formationHdr · item L1999
State of legal domicileHdr · item MKY
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHealth Care (E50)
Ruling yearIRS BMFMay 2024

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a10
Independent voting membersPt VI · Ln 1b10
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Administrator
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Milestones INC executive salaries →

Are you one of these people? Claim this org to confirm your role

Mission & Programs · Part III

Where the work happens

1 program service account for $278K of program spending, described in the organization's own filed words · FY2025.
01

Provided therapeutic horseback riding lessons to more than 100 individuals throughout the course of the year.

$278Kprogram expense

Run this program? Claim this org to tell your story

Statement of Revenue

Part VIII
Contributions & grants$274K · 72%
Program service revenue$96K · 25%
Other revenue$10K · 3%
Investment income$3K · 1%
Contributions & grants72%$274K
Program service revenue25%$96K
Other revenue3%$10K
Investment income1%$3K
Total revenueLn 12$382K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.99 Management & general $0.01
Program services99%$278K
Management & general1%$2K
Total functional expensesLn 25$280K

Balance Sheet

Part X · end of year
CashLn 1$122K
Total assetsLn 16$576K
Total liabilitiesLn 26$399K
Total net assetsLn 32$177K
Months of cash on handcomputed5.2

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $122K · Operating expenses/yr $280K
5.2 months
Where the money goes
Program services
Program services $278K · Total expenses $280K
99%
Management & General
Management & general $2K · Total expenses $280K
0.8%
Fundraising
Fundraising $0 · Total expenses $280K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $204K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $274K · Total revenue $382K
72%
Government reliance
Government grants — · Total revenue $382K
Earned-income share
Program service revenue $96K · Total revenue $382K
25%
Investment reliance
Investment income $3K · Total revenue $382K
+0.7%
Program self-sufficiency
Program service revenue $96K · Total expenses $280K
34%
Growth & trend
Revenue growth (YoY)
This year $382K · Prior year $283K
+35%
Net-asset trend (YoY)
End of year $177K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $382K · Expenses $280K
+27%
Liabilities-to-Assets
Total liabilities — · Total assets $576K
Net-asset ratio
Net assets $177K · Total assets $576K
31%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $576K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Samuel Lange · Reported title PRESIDENT · Highest reported compensation $0 · Total expenses $280K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $76K · Total expenses $280K
27%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 99%
Overhead ratio 0.8%
Revenue growth 35%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 9 funders →

Similar Organizations

Closest in mission — by what they do
See all organizations like Milestones INC →

Compare

Search another nonprofit to view revenue, expenses, assets, key metrics, and leaders side by side

Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$382K revenue · viewing · ⤓ 990 PDF
FY2024$283K revenue · ⤓ 990 PDF
FY2023$313K revenue · ⤓ 990 PDF

Want to add your own materials alongside these filings? Claim this org

Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the peer-cohort and compensation comparisons above.