2024-05-13T09:24:08-04:00 2023-06-30 882802798 FORGE FINANCIAL & MANAGEMENT CONSULTING 1245 JORDAN CREEK PKWY STE 100 WEST DES MOINES IA 502662343 990 2022-07-01 421321239 MILESTONES AREA AGENCY ON AGING MILE 5633249085 935 E 53RD ST DAVENPORT IA 52807 TERRY WILSON CHAIRPERSON 5634843147 2024-05-13 true TERRY WILSON XXX-XX-XXXX false DAN MONTGOMERY CPA P02183410 5156203050 2024-05-13 2022 2023-04-26 12:10:37Z TERRY WILSON 935 E 53RD STREET DAVENPORT IA 52807 7183935 false X WWW.MILESTONESAAA.ORG X 1988 IA MILESTONES AREA AGENCY ON AGING PROVIDES AND COORDINATES HOME AND COMMUNITY BASED SERVICES TO ELDERLY INDIVIDUALS WITHIN A 17 COUNTY AREA IN SOUTHEAST IOWA. 7 7 149 314 0 5687841 6846760 390907 335165 972 2010 0 6079720 7183935 0 0 3154237 3102630 0 0 3409866 4189775 6564103 7292405 -484383 -108470 1658440 1230462 869974 550466 788466 679996 X MILESTONES AREA AGENCY ON AGING PROVIDES AND COORDINATES HOME AND COMMUNITY BASED SERVICES TO ELDERLY INDIVIDUALS WITHIN A 17 COUNTY AREA IN SOUTHEAST IOWA. THE COUNTIES INCLUDE APPANOOSE, CLINTON, DAVIS, DES MOINES, HENRY, JEFFERSON, KEOKUK, LEE, LOUISA, LUCAS, MAHASKA, MONROE, MUSCATINE, SCOTT, VAN BUREN, WAPELLO, AND WAYNE. SERVICES ARE DESIGNED SPECIFICALLY TO ADDRESS NUTRITIONAL AND SUPPORTIVE SERVCIES FOR INDIVIDUALS OVER 60 YEARS OF AGE TO HELP THEM REMAIN IN THEIR HOME AND COMMUNITY. false false 2630652 335165 HOME DELIVERED (HDM) AND CONGREGATE MEALS ARE AMONG OUR CORE SERVICES. HDMS ARE DESIGNED FOR HOMEBOUND INDIVIDUALS, AND CONGREGATE MEALS ARE PROVIDED AT NEIGHBORHOOD MEAL SITES TO HELP REDUCE ISOLOATION AND FACILITATE SOCIALIZATION. PARTICIPATED IN IOWA CAF, RESTAURANT PARTNERSHIP TO PROVIDE CONTRACTED MEALS TO SENIORS IN UNDERSERVED AREAS. NUTRITION EDUCATION IS ALSO PROVIDED, AS WELL AS ADDITIONAL HELPFUL INFORMATION IN THE FORM OF A MONTHLY NEWSLETTER (MILESTONES MINUTE) LAUNCHED IN JANUARY 2019. THE AGENCY HAD ADDITIONAL NATIONAL EMERGENCY FUNDING (ARPA, CARES ACT, CAA) FOR MOST OF THE YEAR, WHICH WAS USED TO EXPAND SERVICE DELIVERY. IN NUTRITION PROGRAM, THE BIGGEST IMPACT WAS ESTABLISHMENT OF THE IOWA CAFE'S, CONGREGATE SITES ESTABLISHED AT LOCAL RESTAURANTS IN EACH OF OUR SEVENTEEN COUNTIES AND WHICH USED A SWIPE CARD TECHNOLOGY FOR CONSUMERS TO DINE AT THEIR CONVENIENCE. CONGREGATE SITES, WHICH REOPENED IN JULY OF 2021, WERE SLOW TO RECOVER BUT ATTENDANCE HAS BEEN STEADILY INCREASING IN MOST LOCATIONS. TO ATTRACT CONSUMERS, MANY SITE MANAGERS HAVE BEEN OFFERING CREATIVE EVENTS AND, IN SELECT SITES, WE'VE UPGRADED SITE TECHNOLOGY TO ACCOMODATE INTERNET STREAMING FOR HEALTH PROMOTION AND EVIDENCE-BASED VIRTUAL CLASSES. AS WITH ALL OLDER AMERICANS ACT NUTRITION PROGRAMS, CONTRIBUTION-BASED MEALS ARE AVAILABLE TO PERSONS 60 YEARS OF AGE AND OVER AND THEIR SPOUSES REGARDLESS OF AGE. 93983 MILESTONES OFFICES REOPENED TO THE GENERAL PUBLIC IN FY22. HOME VISITS RESUMED AND OPERATIONS ARE PROCEEDING MUCH AS IN PRE-COVID TIMES, WITH THE BIGGEST CHANGE BEING TO MAINTAIN CONSISTENT SANITIZATION THROUGHOUT THE OFFICE BUILDINGS AND VEHICLES. VIRTUAL DELIVERY WAS NOT TERRIBLY SUCCESSFUL IN OUR SERVICE AREA, SO HOME VISITS NEVER COMPLETELY CEASED, BUT FY22 BROUGHT THE LARGEST MOVEMENT BACK IN THE DIRECTOR OF A RETURN TO NORMAL OPERATIONAL PROTOCOLS. IOWA RETURN TO COMMUNITY PROGRAM WAS INITIATED AND IS STILL BEING BUILT AND STABILIZED. THIS IS A CARE TRANSITIONS PROGRAM TO SUPPORT THOSE RETURNING HOME FROM THE HOSPITAL OR RESTORATIVE CARE, AND PROVIDES SERVICES TO HELP CONSUMERS RECOVER SAFELY AND AVOID REHOSPITALIZATION. 4136441 INFORMATION & ASSISTANCE REFERS TO THE LIFELONG LINKS STATEWIDE TOLL FREE LINE THAT PROVIDES INFORMATION AND SERVICE REFERRALS TO CALLERS IN EACH AAA'S SERVICE AREA. IN SFY20, THE MILESTONES I & A PROGRAM SERVED 2,867 CONSUMERS, DEMONSTRATING THE GREATER NEED WHICH CAME ABOUT AS A RESULT OF THE FEAR AND HARDSHIP EXPERIENCED BY CONSUMERS DUE TO THE PANDEMIC. IN SFY21, I & A SERVED 2,566 CALLERS, AS THE PANDEMIC AND THE RELATED CONCERNED CONTINUED. THOUGH CONDITIONS HAVE "NORMALIZED" SOCIALLY, SFY22 DATA SHOWS THAT THE NUMBERS INCREASED AGAIN, WITH 2,640 CONSUMERS SERVED BY I & A. THIS INDICATES THAT NOT ONLY HAVE THE NEEDS CONTINUED TO INCREASE DESPITE THE STABILIZED PANDEMIC CONDITIONS, BUT ALSO THAT MILESTONES INFORMATION & REFERRAL SERVICE IS A TRUSTED RESOURCE ACROSS OUR REGION, AND ACROSS THE STATE, AS WELL. 6861076 true true false false false false false false false false true false false true true true false true false false false false false false false false false false false false false false false false false false false false false false false false false true true true false false true 23 0 true 149 true false false false false false false false false false false false false X 7 7 false false false false false false false true true false false true true true true true true true true false X STEPHANIE NEWTON 5634843147 935 E 53RD ST DAVENPORT IA 52807 BECKY PASSMAN EXECUTIVE DI 40.00 X 77550 0 20757 STEPHANIE NEWTON FISCAL OFFIC 40.00 X 21108 0 4020 MARIELA TREVINO LEFT AUG 2023 FISCAL OFFIC 40.00 X 43310 0 2635 TERRY WILSON CHAIRPERSON 0.50 X X 0 0 0 PEGGY FISHER VICE CHAIRPE 0.50 X X 0 0 0 STEPHEN SWISHER SECRETARY/TR 0.50 X X 0 0 0 JULIE SCHILLING DIRECTOR 0.50 X 0 0 0 SHERI M WILSON DIRECTOR 0.50 X 0 0 0 SUSAN LEUTHAUSER JOINED JUNE 2023 DIRECTOR 0.50 X 0 0 0 CAROL EARNHARDT JOINED JUNE 2023 DIRECTOR 0.50 X 0 0 0 RICHARD M ROLLER LEFT FEB 2023 DIRECTOR 0.50 X 0 0 0 BILL THOM LEFT JUNE 2023 DIRECTOR 0.50 X 0 0 0 141968 27412 false false false SODEXO 518 W LOCUST ST DAVENPORT IA 52803 MEALS 580655 US FOODS 3550 2ND AVENUE CORALVILLE IA 52241 RAW FOOD 390093 MOMS MEALS PURFOODS LLC 3210 SE CORPORATE WOODS DR ANKENY IA 50021 MEALS 367440 WELLMARK BC BS OF IOWA PO BOX 14456 DES MOINES IA 50306 INSURANCE 297465 TRINITY FOOD SERVICE 1518 MULBERRY AVENUE MUSCATINE IA 52761 MEALS 190090 6 6187084 659676 6846760 CONGREGATE/HOME DEL MEALS 722210 335165 335165 335165 2010 2010 7183935 335165 2010 151930 151930 2216409 2028692 187717 476806 476806 257485 246650 10835 16479 16221 258 48766 35158 13608 331471 308782 22689 104754 103910 844 66874 66874 CONTRACTUAL 2364984 2336377 28607 FOOD 449585 449560 25 CLIENT ASSISTANCE 249138 249138 SUPPLIES 166772 165295 1477 390952 377613 13339 7292405 6861076 431329 0 87332 343740 791719 67272 532381 537160 40481 38002 42331 32777 504277 393214 155587 111063 8609 100448 1658440 1230462 548393 407183 319654 36305 1927 106978 869974 550466 X 788466 679996 788466 679996 1658440 1230462 -108470 X false true X true true true X 4581487 4946854 5435235 5687841 6846760 27498177 4581487 4946854 5435235 5687841 6846760 27498177 10583617 16914560 1262 767 118 972 2010 5129 27503306 2871651 0.61500 0.82470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 67801 20177 47624 166581 132954 33627 269895 240083 29812 111063 RIGHT OF USE ASSETS 91839 DUE FROM FOUNDATION 8609 100448 LEASE LIABILITIES 105051 DUE TO FOUNDATION 1927 106978 X SCHEDULE D, PAGE 3, PART X THE AGENCY AND ITS SUBSIDIARY ARE EXEMPT FROM FEDERAL INCOME TAX UNDER CODE SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE AGENCIES' TAX EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE AGENCY AND ITS SUBSIDIARY ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990 - ORGANIZATION'S MISSION MILESTONES AREA AGENCY ON AGING PROVIDES AND COORDINATES HOME AND COMMUNITY BASED SERVICES TO ELDERLY INDIVIDUALS WITHIN A 17 COUNTY AREA IN SOUTHEAST IOWA. THE COUNTIES INCLUDE APPANOOSE, CLINTON, DAVIS, DES MOINES, HENRY, JEFFERSON, KEOKUK, LEE, LOUISA, LUCAS, MAHASKA, MONROE, MUSCATINE, SCOTT, VAN BUREN, WAPELLO, AND WAYNE. SERVICES ARE DESIGNED SPECIFICALLY TO ADDRESS NUTRITIONAL AND SUPPORTIVE SERVCIES FOR INDIVIDUALS OVER 60 YEARS OF AGE TO HELP THEM REMAIN IN THEIR HOME AND COMMUNITY. FORM 990, PAGE 2, PART III, LINE 4A HOME DELIVERED (HDM) AND CONGREGATE MEALS ARE AMONG OUR CORE SERVICES. HDMS ARE DESIGNED FOR HOMEBOUND INDIVIDUALS, AND CONGREGATE MEALS ARE PROVIDED AT NEIGHBORHOOD MEAL SITES TO HELP REDUCE ISOLOATION AND FACILITATE SOCIALIZATION. PARTICIPATED IN IOWA CAF, RESTAURANT PARTNERSHIP TO PROVIDE CONTRACTED MEALS TO SENIORS IN UNDERSERVED AREAS. NUTRITION EDUCATION IS ALSO PROVIDED, AS WELL AS ADDITIONAL HELPFUL INFORMATION IN THE FORM OF A MONTHLY NEWSLETTER (MILESTONES MINUTE) LAUNCHED IN JANUARY 2019. THE AGENCY HAD ADDITIONAL NATIONAL EMERGENCY FUNDING (ARPA, CARES ACT, CAA) FOR MOST OF THE YEAR, WHICH WAS USED TO EXPAND SERVICE DELIVERY. IN NUTRITION PROGRAM, THE BIGGEST IMPACT WAS ESTABLISHMENT OF THE IOWA CAFE'S, CONGREGATE SITES ESTABLISHED AT LOCAL RESTAURANTS IN EACH OF OUR SEVENTEEN COUNTIES AND WHICH USED A SWIPE CARD TECHNOLOGY FOR CONSUMERS TO DINE AT THEIR CONVENIENCE. CONGREGATE SITES, WHICH REOPENED IN JULY OF 2021, WERE SLOW TO RECOVER BUT ATTENDANCE HAS BEEN STEADILY INCREASING IN MOST LOCATIONS. TO ATTRACT CONSUMERS, MANY SITE MANAGERS HAVE BEEN OFFERING CREATIVE EVENTS AND, IN SELECT SITES, WE'VE UPGRADED SITE TECHNOLOGY TO ACCOMODATE INTERNET STREAMING FOR HEALTH PROMOTION AND EVIDENCE-BASED VIRTUAL CLASSES. AS WITH ALL OLDER AMERICANS ACT NUTRITION PROGRAMS, CONTRIBUTION-BASED MEALS ARE AVAILABLE TO PERSONS 60 YEARS OF AGE AND OVER AND THEIR SPOUSES REGARDLESS OF AGE. FORM 990, PAGE 2, PART III, LINE 4C INFORMATION & ASSISTANCE REFERS TO THE LIFELONG LINKS STATEWIDE TOLL FREE LINE THAT PROVIDES INFORMATION AND SERVICE REFERRALS TO CALLERS IN EACH AAA'S SERVICE AREA. IN SFY20, THE MILESTONES I & A PROGRAM SERVED 2,867 CONSUMERS, DEMONSTRATING THE GREATER NEED WHICH CAME ABOUT AS A RESULT OF THE FEAR AND HARDSHIP EXPERIENCED BY CONSUMERS DUE TO THE PANDEMIC. IN SFY21, I & A SERVED 2,566 CALLERS, AS THE PANDEMIC AND THE RELATED CONCERNED CONTINUED. THOUGH CONDITIONS HAVE "NORMALIZED" SOCIALLY, SFY22 DATA SHOWS THAT THE NUMBERS INCREASED AGAIN, WITH 2,640 CONSUMERS SERVED BY I & A. THIS INDICATES THAT NOT ONLY HAVE THE NEEDS CONTINUED TO INCREASE DESPITE THE STABILIZED PANDEMIC CONDITIONS, BUT ALSO THAT MILESTONES INFORMATION & REFERRAL SERVICE IS A TRUSTED RESOURCE ACROSS OUR REGION, AND ACROSS THE STATE, AS WELL. FORM 990, PAGE 6, PART VI, LINE 11B A DRAFT OF THE 990 IS PRESENTED TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW. THE BOARD APPROVES THE DRAFT PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C UPON JOINING AND ANNUALLY THEREAFTER, BOARD MEMBERS COMPLETE THE CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE RESPONSES ARE MONITORED FOR DISCLOSURES TO ENSURE THAT ANY MEMBER WHO DISCLOSED SUCH INTEREST WILL NOT PARTICIPATE IN DISCUSSION OR NEGOTIATION AND SHALL NOT BE ALLOWED TO VOTE OR INFLUENCE THE DECISION MAKING PROCESS. FORM 990, PAGE 6, PART VI, LINE 15A PERIODICALLY WAGE SURVEYS AND 990S OF COMPARABLE AGENCIES ARE REVIEWED TO COMPARE EXECUTIVE COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 15B PERIODICALLY WAGE SURVEYS AND 990S OF COMPARABLE AGENCIES ARE REVIEWED TO COMPARE EXECUTIVE COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 19 UPON REQUEST MILESTONES FOUNDATION 953 E 53RD STREET DAVENPORT IA 52807 201026414 RENTAL IA 501C3 12B MILESTONES true false false true false false false false false false false true false false false false false false false false MILESTONES FOUNDATION K 96339 ACTUAL FMV