2025-05-15T14:01:25-05:00 2024-06-30 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2023-07-01 421321239 MILESTONES AREA AGENCY ON AGING MILE 5633249085 935 EAST 53RD STREET DAVENPORT IA 52807 TERRY WILSON BOARD CHAIR 5633249085 2025-05-13 1 0 BRIAN ARONSON P01425251 3192346885 2025-04-29 2023 2025-03-06 01:10:19Z BECKY PASSMAN 935 EAST 53RD STREET DAVENPORT IA 52807 5260207 0 X WWW.MILESTONESAAA.ORG X 1988 IA PROVIDE PROGRAMS AND SERVICES TO HELP OLDER IOWANS LIVE SAFELY AND INDEPENDENTLY AT HOME. 7 7 149 286 0 0 6846760 4594175 335165 646976 2010 10606 0 8198 7183935 5259955 0 0 0 0 3102630 3095354 0 0 0 4189775 3385251 7292405 6480605 -108470 -1220650 1230462 560635 550466 1108174 679996 -547539 X MILESTONES IS DEDICATED TO BEING THE PREMIER ORGANIZATION FOR ASSISTING OLDER IOWANS, ADULTS WITH DISABILITIES AND THEIR FAMILY CAREGIVERS TO IDENTIFY AND ACCESS THE SERVICES AND RESOURCES NEEDED TO REMAIN INDEPENDENT AND SELF-SUFFICIENT. 0 0 4747474 646976 HOME DELIVERED (HDM) AND CONGREGATE MEALS ARE AMONG THE AGENCY'S CORE SERVICES. HDMS - ALSO KNOWN AS "MEALS ON WHEELS" ARE DESIGNED FOR HOMEBOUND INDIVIDUALS AND OFTEN PROVIDE A FRIENDLY CHECK-IN BY MEAL DELIVERY DRIVERS. CONGREGATE MEALS ARE PROVIDED AT NEIGHBORHOOD MEAL SITES AND HELP REDUCE ISOLATION AND FACILITATE SOCIALIZATION. NUTRITION EDUCATION IS ALSO PROVIDED, AS WELL AS ADDITIONAL HELPFUL INFORMATION IN THE FORM OF A MONTHLY NEWSLETTER (MILESTONES MINUTE). HEALTH PROMOTION, EDUCATIONAL PRESENTATIONS, VARIOUS CLINICS, AND FUN SOCIAL ACTIVITIES ARE ALSO PROVIDED PERIODICALLY. AS WITH ALL OLDER AMERICANS ACT NUTRITION PROGRAMS, CONTRIBUTION-BASED MEALS ARE AVAILABLE TO PERSONS 60 YEARS OF AGE AND OVER AND THEIR SPOUSES OF ANY AGE. THE NUTRITION PROGRAM SERVED 2,741 CONSUMERS A TOTAL OF 283,964 MEALS IN SFY 2024. 1172242 MILESTONES SOCIAL SERVICES PROGRAM PROVIDES CORE AGING AND DISABILITIES RESOURCE SERVICES, SUCH AS INFORMATION & ASSISTANCE VIA TOLL-FREE LINE AND PERSON-CENTERED OPTIONS COUNSELING, AND CASE MANAGEMENT FOR LONGER-TERM ASSISTANCE. SOCIAL SERVICES PROGRAMS ALSO INCLUDE CAREGIVER SERVICES, INCLUDING SUPPORT GROUPS; ELDER ABUSE PREVENTION, WHICH INCLUDES COMMUNITY EDUCATION ON AWARENESS AND PREVENTION OF ELDER ABUSE, AND ASSISTANCE TO THOSE IN DANGEROUS SITUATIONS; AND CONTRACTED HOME AND COMMUNITY-BASED SERVICES FOR THOSE IN NEED, SUCH AS HOMEMAKER, TRANSPORTATION, PERSONAL CARE, AND EMERGENCY RESPONSE SYSTEMS. IN SFY 24, 3,854 CONSUMERS RECEIVED 40,484 UNITS OF SERVICE THROUGH SOCIAL SERVICES PROGRAMS. A SEPARATE PROGRAM AREA, EVIDENCE-BASED PROGRAMS, OFFERS CLASSES, INFORMATION, AND RESOURCES TARGETED TO HELPING ADULTS AGE WELL AND IN GOOD HEALTH. FALLS PREVENTION IS A FOCUS OF THIS PROGRAMMING, AND COMMUNITY CLASSES ARE CONDUCTED BY CREDENTIALLED MILESTONES STAFF WITH THE GOAL OF REDUCING DEBILITATING FALLS AND INCREASING WELL-BEING AMONG OLDER CONSUMERS SO THEY CAN LIVE SAFELY AND INDEPENDENTLY AT HOME. 117056 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 SFY 2024, MILESTONES'S INFORMATION & ASSISTANCE RESOURCE NAVIGATORS RESPONDED TO 3,171 CALLS FROM 2,084 CONSUMERS. THESE NUMBERS DEMONSTRATE THAT CONSUMER NEEDS CONTINUE, AND THAT THE AREA AGENCIES' INFORMATION & REFERRAL SERVICE IS A TRUSTED RESOURCE ACROSS OUR REGION, AND ACROSS THE STATE. 6036772 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 20 0 1 149 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 5633249085 935 EAST 53RD STREET DAVENPORT IA 52807 TERRY WILSON BOARD CHAIR 1.50 0.50 X X 0 0 0 PEGGY FISCHER VICE CHAIR 0.50 X X 0 0 0 STEPHEN SWISHER SECRETARY/TREASURER 0.50 0.50 X X 0 0 0 JULIE SCHILLING DIRECTOR 0.50 X 0 0 0 SHERI WILSON DIRECTOR 0.50 X 0 0 0 SUSAN LEUTHAUSER DIRECTOR 0.50 X 0 0 0 CAROL EARNHARDT DIRECTOR 0.50 X 0 0 0 BECKY PASSMAN EXECUTIVE DIRECTOR 40.00 X 83065 0 20756 STEPHANIE NEWTON FISCAL OFFICER 40.00 X 22578 0 4021 105643 0 24777 0 0 0 0 SODEXO INC 518 W LOCUST ST DAVENPORT IA 52803 MEALS FOR SENIORS 537042 PURFOODS LLC (MOMS MEALS) 3210 SE CORPORATE WOODS DR ANKENY IA 50021 MEALS FOR SENIORS 373751 US FOODS PO BOX 310347 DES MOINES IA 50031 FOOD FOR MEAL SITES 301031 TRINITY MUSCATINE 1518 MULBERRY AVE MUSCATINE IA 52761 MEALS FOR SENIORS 161435 OFFICE MACHINE CONSULTANTS 3624 BLACKHAWK RD ROCK ISLAND IL 61201 COMPUTER SUPPORT/COPIERS 104727 5 4448900 145275 4594175 CONGREGATE/HOME DELIVE 900099 646976 646976 646976 1730 1730 9128 252 8876 8876 8876 8198 8198 8198 5259955 646976 0 18804 X 168728 168728 2192501 2111841 80660 231308 221242 10066 291728 263015 28713 211089 189999 21090 1350 1350 38525 38525 2064546 2064546 25154 22639 2515 67996 61197 6799 258180 232362 25818 103770 93393 10377 41847 37662 4185 36670 33003 3667 FOOD/KITCHEN SUPPLIES 404834 384592 20242 SERVICE ORDERS 119990 119990 REPAIRS AND MAINTENANCE 105619 95057 10562 116770 106234 10536 6480605 6036772 443833 0 343740 48493 67272 50383 294057 537160 38002 15878 32777 34692 440607 383679 111063 56928 100448 60204 1230462 560635 407183 465227 36305 332516 106978 310431 550466 1108174 X 679996 -582164 34625 679996 -547539 1230462 560635 -1220650 -6885 0 X 0 1 X 1 1 1 X 4946854 5435235 5687841 6846760 4594175 27510865 4946854 5435235 5687841 6846760 4594175 27510865 27510865 767 118 972 2010 1730 5597 8198 8198 27524660 2608039 0.99950 0.61500 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2023 AMOUNT: $ 8,198. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 67801 26587 41214 115002 105767 9235 257804 251325 6479 56928 RIGHT OF USE ASSETS 60204 60204 LEASE LIABILITY 60431 DUE TO MILESTONES FOUNDATION 250000 310431 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE 990 IS PRESENTED TO THE CEO AND FISCAL DIRECTOR. UPON APPROVAL, A FINAL DRAFT OF THE FORM 990 IS PREPARED AND SUBMITTED TO THE ENTIRE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, 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, PART VI, SECTION B, LINE 15 PERIODICALLY WAGE SURVEYS AND 990S OF COMPARABLE AGENCIES ARE REVIEWED TO COMPARE EXECUTIVE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 136,591. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 136,591. MEAL PROVIDERS: PROGRAM SERVICE EXPENSES 1,927,955. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,927,955. MILESTONES FOUNDATION 953 E 53RD ST DAVENPORT IA 52807 201026414 RENTAL IA 501(C)(3) LINE 12B, II MILESTONES 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 MILESTONES FOUNDATION K 96000 CASH PAID