2022-08-10T08:54:23-07:00 2021-09-30 870941927 Jamison Hanson LLC 1564 Commercial St SE Salem OR 97302 990 2020-10-01 930979700 MILESTONE DECISIONS INC MILE 5034285233 3155 RIVER ROAD S SUITE 100 SALEM OR 97302 JILL RINALDI President 2022-08-10 true JILL RINALDI 999009999 STEVEN K JAMISON CPA P01243753 5033911040 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z JILL RINALDI 3155 RIVER ROAD S SUITE 100 SALEM OR 97302 6306774 false X www.milestonedecisions.com X 1980 OR TO PROMOTE MEANINGFUL LIVES BY INDIVIDUALLY MEETING THE PHYSICAL, INTELLECTUAL, AND SOCIAL NEEDS OF THE PEOPLE SERVED, FOCUSING ON INDIVIDUALS WITH INTELLECTUAL DISABILITIES. 7 7 224 7 0 827340 5660023 5396204 1061 111 58925 83119 5720009 6306774 0 0 4281620 3958547 0 0 1431764 1336048 5713384 5294595 6625 1012179 2702336 2626682 1449162 361329 1253174 2265353 TO PROMOTE MEANINGFUL LIVES BY INDIVIDUALLY MEETING THE PHYSICAL, INTELLECTUAL, AND SOCIAL NEEDS OF THE PEOPLE SERVED, FOCUSING ON INDIVIDUALS WITH INTELLECTUAL DISABILITIES. false false 4554917 5396204 Milestone Decisions, Inc. provided Intermediate Care Facilities (ICF) for Individuals with Intellectual Disabilities (IID). ICF/IID Facilities are licensed by the state of idaho to operate as group homes. It also facilitates residential habilitation services by licensed providers in the recipient's own home and include staffing supports to assist with daily living skills. Payments for these services are based on a rate for service that is set by the State of Idaho Medicaid program. 4554917 true false false false false false false false true false true false false false true true 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 false false false false false true 25 0 true 224 true false false false false false false false 0 false false false false false false false X 7 7 false true false false false false false true false false false true true false true true true true false false ID OR X JASON D MCARTHUR 5034285233 3155 RIVER ROAD S SUITE 100 SALEM OR 97302 X Dedegan Locoh Direct Care Aid 79.00 0.00 124525 0 0 Melissa Honsinger Director 1.00 0.00 X 0 0 0 Shelley Brooks Director 1.00 0.00 X 0 0 0 Jennifer Ewers Director 1.00 0.00 X 0 0 0 JILL RINALDI President 2.00 0.00 X X 0 0 0 Judy Luther Director 1.00 0.00 X 0 0 0 Darlene Smith Director 1.00 0.00 X 0 0 0 Ed Gray Vice President 1.00 0.00 X X 0 0 0 124525 1 false false false WESTCARE MANAGEMENT INC 3155 RIVER ROAD S STE 100 SALEM OR 97302 MANAGEMENT SERVICES 259444 Paychex 911 Panorama Trail S Rochester NY 146250397 Payroll Services 129570 2 827340 827340 MEDICAID PAYMENTS 623000 5396204 5396204 5396204 111 111 0 0 0 0 0 0 0 COVID 19 REVENUE 900099 14620 14620 HHS Grant Revenue 900099 66957 66957 other 900099 1542 1542 83119 6306774 5479434 0 0 0 0 0 0 3144118 2968210 175908 0 483822 456753 27069 330607 312110 18497 250658 215640 35018 0 49109 49109 0 0 0 2511 2511 0 38453 14437 24016 80256 80256 0 253761 161413 92348 23176 10573 12603 0 0 5315 5247 68 0 42704 36702 6002 71722 61702 10020 outside services & specialists 166179 28135 138044 Provider, Prop. & sales Taxes 66815 58575 8240 Maintenance & Repairs 60252 48628 11624 program activities & supplies 52521 52521 172616 121760 50856 5294595 4554917 739678 0 1686175 1606794 608150 608260 0 210708 256192 0 0 0 0 86007 82797 608749 561909 82738 46840 0 0 0 0 28558 25799 2702336 2626682 306437 314129 178933 42629 21401 921163 25799 1449162 361329 X 1253174 2265353 1253174 2265353 2702336 2626682 1012179 X false true X true false X 5295524 5678466 5808132 5718948 6238392 28739462 0 0 0 0 5295524 5678466 5808132 5718948 6238392 28739462 0 0 28739462 338 605 1406 1061 111 3521 0 338 605 1406 1061 111 3521 0 127356 146011 140793 105601 68271 588032 5423218 5825082 5950331 5825610 6306774 29331015 0.97980 0.97728 0.00010 0.00010 X false true X 57796 39325 18471 380404 374200 6204 170549 148384 22165 46840 patient trust liability 25799 25799 X 6306774 6306774 6306774 5294595 5294595 5294595 Part IV, Line 2b: Explanation of escrow account liability The organization holds funds in a separate bank account on behalf of the residents living in the facility. These funds are held separate from any company funds and residents can access these funds at any time they request. Upon discharge of the resident from the facility, funds are issued to the resident or their responsible party as directed. Part X : FIN48 Footnote Income TaxesThe Organization has been approved as a tax exempt organization under the internal revenue code section 501(c)(3) and applicable state laws. Accordingly, no provision for income taxes is included in the accompanying financial statements. The organization does not believe it has unrelated trade or business income in excess of $1,000.The IRS imposes an excise tax of 2% (reduced to 1% if certain requirements are met) on net investment income of private foundations. There was no excise tax expense for the year ended September 30, 2021. as the organization is in the process of becoming a public charity, the IRS has ruled that grantors and contributors may consider the organization to be a public charity for the purpose of making contribution to the organization. Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company Milestone Decisions, Inc. contracts the daily management related duties to Westcare Management, Inc., an Oregon for profit corporation. Under the terms of the contract, the management company provides direction and oversight of all daily aspects of the operation including the direct supervision of the executive director; financial planning, budgeting and reporting; general accounting; contract negotiation; corporate compliance monitoring; and day to day liaison responsibilities required by the Board of Directors. Monitoring reports documenting financial performance and quality of care are provided by the management company to the board of directors on daily, monthly, or quarterly basis as requested by the directors. Form 990, Part VI, Line 11b: Form 990 Review Process BEFORE FORM 990 IS FILED, A DRAFT COPY IS REVIEWED BY MEMBERS OF THE FINANCE COMMITTEE. CURRENT MEMBERS OF THE COMMITTEE INCLUDE PROFESSIONALS WHO HAVE EXTENSIVE FINANCIAL RELATED EXPERIENCE IN THE HEALTH CARE FIELD. THE FINANCE COMMITTEE REPORTS TO THE REMAINING BOARD MEMBERS OF THEIR AGREEMENT/CONCURRENCE WITH THE RETURN AS PREPARED. THE FORM 990 IS ALSO REVIEWED BY THE MANAGEMENT COMPANY CFO. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Milestone interviews all potential board members prior to their board appointment. This interview includes discussion of any conflicts of interest that may be between Milestone and the potential member. Board members are required to report any potential conflicts of interest under the company policy, and if reported, the management company and the board would conduct a full review to determine the proper course of action within the company's policy. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management With the CEO compensation, westcare management, INc. and the board reviews the total compensation compared to the current wage market for the industry. this wage is then approved by the board and reviewed annually during the Idaho Medicaid audit. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Milestone Decisions, Inc. makes its governing documents, policy documents, and financial statements available upon request.