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MILESTONES AREA AGENCY ON AGING: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MILESTONES AREA AGENCY ON AGING (EIN 42-1321239)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-02-28
IRS object ID
202240599349300514
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-02-28T09:04:43-06:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN421029744PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TDT CPAS AND ADVISORS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11245 JORDAN CREEK PKWY SUITE 100AddressLine1Txt
CityWEST DES MOINESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP502662300ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN421321239EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MILESTONES AREA AGENCY ON AGINGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMILEBusinessNameControlTxt
Phone5633249085PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1935 E 53RD STAddressLine1Txt
CityDAVENPORTCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52807ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIE SCHILLINGPersonNm
Person TitleCHAIRPERSONPersonTitleTxt
Phone5634843147PhoneNum
Signature2022-02-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJULIEPersonFirstNm
Person LastSCHILLINGPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAN MONTGOMERY CPAPreparerPersonNm
PTINP02183410PTIN
Phone5156575800PhoneNum
Preparation2022-02-28PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJULIE SCHILLINGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1935 E 53RD STREETAddressLine1Txt
CityDAVENPORTCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52807ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,015,986GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MILESTONESAAA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1988FormationYr
Legal Domicile StateIALegalDomicileStateCd
Activity Or MissionMILESTONES AREA AGENCY ON AGING PROVIDES AND COORDINATES HOME AND COMMUNITY BASED SERVICES TO ELDERLY INDIVIDUALS WITHIN A 17 COUNTY AREA IN SOUTHEAST IOWA.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee173TotalEmployeeCnt
Total Volunteers489TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$4,946,854PYContributionsGrantsAmt
CY Contributions Grants$5,435,235CYContributionsGrantsAmt
PY Program Service Revenue$673,243PYProgramServiceRevenueAmt
CY Program Service Revenue$561,748CYProgramServiceRevenueAmt
PY Investment Income$767PYInvestmentIncomeAmt
CY Investment Income$7,236CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$5,620,864PYTotalRevenueAmt
CY Total Revenue$6,004,219CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,004,426PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,923,313CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,544,600PYOtherExpensesAmt
CY Other Expenses$2,785,247CYOtherExpensesAmt
PY Total Expenses$5,549,026PYTotalExpensesAmt
CY Total Expenses$5,708,560CYTotalExpensesAmt
PY Revenues Less Expenses$71,838PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$295,659CYRevenuesLessExpensesAmt
Total Assets BOY$1,759,348TotalAssetsBOYAmt
Total Assets EOY$2,561,331TotalAssetsEOYAmt
Total Liabilities BOY$782,158TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,288,482TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$977,190NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,272,849NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionMILESTONES 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.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$3,655,642ExpenseAmt
Revenue$467,183RevenueAmt
DescHOME 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. NUTRITION EDUCATION IS REGULARLY PROVIDED AND NUTRITION COUNSELING IS OFFERED AS AN AVAILABLE SERVICE. ADDITIONAL HELPFUL INFORMATION IN THE FORM OF A MONTHLY NEWSLETTER, THE "MILESTONES MINUTE" IS ALSO DELIVERED. IN FY21, MILESTONES EXPANDED HOME DELIVERIES INTO PREVIOUSLY UNSERVICED REMOTE RURAL AREAS THROUGH A NEW CONTRACT WITH MOM'S MEALS AND THROUGH RESTAURANT PARTNERSHIPS. MILESTONES LAID THE GROUNDWORK FOR A NEW CONGREGATE MEALS PROGRAM CALLED "MILESTONES IOWA CAFE" WHICH INVOLVES PARTNERING WITH RESTAURANTS TO PROVIDE MEALS WHICH ARE TRACKED THROUGH A SWIPE CARD SYSTEM (PARTICIPANTS ARE ISSUED A CARD GOOD FOR X OF MEALS PER MONTH). THIS SERVICE LAUNCHED ON JULY 8. THROUGHOUT FY21, COVID-19 PROTOCOLS REMAINED IN PLACE. CONGREGATE SITES REMAINED CLOSED, ALL MEAL PARTICIPANTS WERE OFFERED THEIR MEALS ON A HOME DELIVERED BASIS. AGENCY OFFICES REMAINED CLOSED TO THE GENERAL PUBLIC. IN THE LATE WINTER/SPRING, MILESTONES ASSISTED THE IOWA DEPT. OF PUBLIC HEALTH IN CONVEYING VACCINATION INFORMATION TO THE 60+ PUBLIC AND ASSISTING WITH GETTING FOLKS CONNECTED WITH VACCINATION SCHEDULING ENTITIES. WITH THE ADVENT OF VACCINATIONS, STAFF WERE ABLE TO RETURN TO MAKING HOME VISITS ON A LIMITED BASIS, AND CLIENTS COULD COME INTO THE OFFICE TO MEET BY APPOINTMENT. MILESTONES EXPANDED VIRTUAL PROGRAMMING OPTIONS: ACQUIRED EQUIPMENT AND SOFTWARE NECESSARY AND STAFF GAINED TECHNICAL EXPERTISE AND REDSIGNED/ADAPTED CONTENT.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$26,309ExpenseAmt
Revenue$9,104RevenueAmt
DescAGENCY OFFICES REMAINED CLOSED TO THE GENERAL PUBLIC. IN THE LATE WINTER/SPRING, MILESTONES ASSISTED THE IOWA DEPT. OF PUBLIC HEALTH IN CONVEYING VACCINATION INFORMATION TO THE 60+ PUBLIC AND ASSISTING WITH GETTING FOLKS CONNECTED WITH VACCINATION SCHEDULING ENTITIES. WITH THE ADVENT OF VACCINATIONS, STAFF WERE ABLE TO RETURN TO MAKING HOME VISITS ON A LIMITED BASIS, AND CLIENTS COULD COME INTO THE OFFICE TO MEET BY APPOINTMENT. MILESTONES EXPANDED VIRTUAL PROGRAMMING OPTIONS: ACQUIRED EQUIPMENT AND SOFTWARE NECESSARY AND STAFF GAINED TECHNICAL EXPERTISE AND REDSIGNED/ADAPTED CONTENT.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,793,494ExpenseAmt
Revenue$85,461RevenueAmt
DescIOWA RETURN TO COMMUNITY (IRTC) IS A NEW PROGRAM THAT INVOLVES FACILITATING A SUCCESSFUL TRANSITION BACK TO HOME AND COMMUNITY AFTER A HOSPITAL OR CARE FACILITY STAY. IT INVOLVES WORKING WITH THE CLIENT TO SET UP NEEDED SUPPORTIVE SERVICES TO HELP THEM AS THEY RECUPERATE/ADJUST (SUCH AS MEALS, HOMEMAKER, PERSONAL CARE, HOME HEALTH ATTENDANT, CHORE) AND IS TARGETED TO REDUCING READMISSION RATES. IN THE EARLY SPRING OF FY21, MILESTONES SIGNED OUR FIRST PARTNER, A CARE FACILITY IN KEOSAUQUA, WHICH LAUNCHED OUR PARTICIPATION IN THIS NEW PROGRAM. ALSO, AS A RESULT OF CARES ACT, THE AGENCY WAS ABLE TO SUBSTANTIALLY INCREASE FUNDING TO CONTRACTORS FOR THE PROVISION OF ADDITIONAL SUPPORTIVE SERVICES NEEDED BY OLDER IOWANS DUE TO THE HARDSHIPS BROUGHT ABOUT BY THE PANDEMIC.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$5,475,445TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document8IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee173EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMARIELA TREVINOPersonNm
Phone5634843147PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1935 E 53RD STAddressLine1Txt
CityDAVENPORTCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52807ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
BECKY PASSMAN
EXECUTIVE DI40.00Yes (X)$80,015$0$15,844
MARIELA TREVINO
FISCAL OFFIC40.00Yes (X)$30,419$0$1,913
JIM HOWELL LEFT JUNE 2021
DIRECTOR$0$0$0Yes (X)
PEGGY FISHER JOINED FEB 2021
DIRECTOR0.50$0$0$0Yes (X)
RICHARD M ROLLER
DIRECTOR0.50$0$0$0Yes (X)
JULIE SCHILLING
CHAIRPERSON0.50Yes (X)$0$0$0Yes (X)
STEPHEN SWISHER
SECRETARY/TR0.50Yes (X)$0$0$0Yes (X)
BILL THOM
DIRECTOR0.50$0$0$0Yes (X)
SHERI M WILSON
DIRECTOR0.50$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$110,434TotalReportableCompFromOrgAmt
Total Other Compensation$17,757TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SODEXO
518 W LOCUST STDAVENPORTIA52803MEALS$592,875
US FOODS
3550 2ND AVENUECORALVILLEIA52241RAW FOOD$293,176
UNITED HEALTH CARE
PO BOX 94017PALATINEIL60094INSURANCE$205,826
CORNER STOP
41 W GILLET STREETPRESTONIA52069MEALS$177,540
TRINITY FOOD SERVICE
1518 MULBERRY AVENUEMUSCATINEIA52761MEALS$119,142
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Government Grants$4,784,425GovernmentGrantsAmt
All Other Contributions$650,810AllOtherContributionsAmt
Total Contributions$5,435,235TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONGREGATE/HOME DEL MEALS722210$467,183$467,183
OPTIONS COUNSELING722210$85,461$85,461
ELDERLY WAIVER INCOME722210$9,104$9,104
FieldValueIRS element (for citing)
Total Program Service Revenue$561,748TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$118TotalRevenueColumnAmt
Exclusion$118ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$18,885OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$11,767OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$7,118OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,118TotalRevenueColumnAmt
Related Or Exempt Func Income$7,118RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,004,219TotalRevenueColumnAmt
Related Or Exempt Func Income$568,866RelatedOrExemptFuncIncomeAmt
Exclusion$118ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$158,159TotalAmt
Management And General$158,159ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,056,276TotalAmt
Program Services$2,056,276ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$487,599TotalAmt
Program Services$487,599ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$221,279TotalAmt
Program Services$210,749ProgramServicesAmt
Management And General$10,530ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,769TotalAmt
Program Services$2,428ProgramServicesAmt
Management And General$341ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$30,896TotalAmt
Program Services$25,571ProgramServicesAmt
Management And General$5,325ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$456,796TotalAmt
Program Services$437,303ProgramServicesAmt
Management And General$19,493ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$56,085TotalAmt
Program Services$55,821ProgramServicesAmt
Management And General$264ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$50,485TotalAmt
Program Services$50,485ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
CONTRACTUAL$1,417,280$1,388,987$28,293
FOOD$357,880$357,857$23
SUPPLIES$166,304$165,287$1,017
EQUIPMENT PURCHASES$127,360$120,625$6,735

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$119,392TotalAmt
Program Services$116,457ProgramServicesAmt
Management And General$2,935ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,708,560TotalAmt
Program Services$5,475,445ProgramServicesAmt
Management And General$233,115ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$258,786BOYAmt
EOY$151,741EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$981,715BOYAmt
EOY$1,441,828EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$246,932BOYAmt
EOY$664,575EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$50,719BOYAmt
EOY$39,933EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$42,131BOYAmt
EOY$42,020EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$452,698LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$240,551LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$169,978BOYAmt
EOY$212,147EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$9,087BOYAmt
EOY$9,087EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,759,348BOYAmt
EOY$2,561,331EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$462,813BOYAmt
EOY$472,814EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$319,345BOYAmt
EOY$813,741EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
EOY$1,927EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$782,158BOYAmt
EOY$1,288,482EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$977,190BOYAmt
EOY$1,272,849EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$977,190BOYAmt
EOY$1,272,849EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,759,348BOYAmt
EOY$2,561,331EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$295,659ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,861,472CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,694,049CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,581,487CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,946,854CurrentTaxYearMinus1YearAmt
Current Tax Year$5,435,235CurrentTaxYearAmt
Total$24,519,097TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,861,472CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,694,049CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,581,487CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,946,854CurrentTaxYearMinus1YearAmt
Current Tax Year$5,435,235CurrentTaxYearAmt
Total$24,519,097TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$24,519,097PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$817CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$865CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,262CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$767CurrentTaxYearMinus1YearAmt
Current Tax Year$118CurrentTaxYearAmt
Total$3,829TotalAmt
FieldValueIRS element (for citing)
Total Support$24,522,926TotalSupportAmt
Gross Receipts Rltd Activities$3,594,595GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99980PublicSupportCY170Pct
Public Support PY1700.99980PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$208,352OtherCostOrOtherBasisAmt
Book Value$208,352BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$452,698OtherCostOrOtherBasisAmt
Depreciation$240,551DepreciationAmt
Book Value$212,147BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$420,499TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO FOUNDATIONDesc
Amt$1,927Amt
FieldValueIRS element (for citing)
Total Liability$1,927TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 3, PART XFormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONMILESTONES 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 4AHOME 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. NUTRITION EDUCATION IS REGULARLY PROVIDED AND NUTRITION COUNSELING IS OFFERED AS AN AVAILABLE SERVICE. ADDITIONAL HELPFUL INFORMATION IN THE FORM OF A MONTHLY NEWSLETTER, THE "MILESTONES MINUTE" IS ALSO DELIVERED. IN FY21, MILESTONES EXPANDED HOME DELIVERIES INTO PREVIOUSLY UNSERVICED REMOTE RURAL AREAS THROUGH A NEW CONTRACT WITH MOM'S MEALS AND THROUGH RESTAURANT PARTNERSHIPS. MILESTONES LAID THE GROUNDWORK FOR A NEW CONGREGATE MEALS PROGRAM CALLED "MILESTONES IOWA CAFE" WHICH INVOLVES PARTNERING WITH RESTAURANTS TO PROVIDE MEALS WHICH ARE TRACKED THROUGH A SWIPE CARD SYSTEM (PARTICIPANTS ARE ISSUED A CARD GOOD FOR X OF MEALS PER MONTH). THIS SERVICE LAUNCHED ON JULY 8. THROUGHOUT FY21, COVID-19 PROTOCOLS REMAINED IN PLACE. CONGREGATE SITES REMAINED CLOSED, ALL MEAL PARTICIPANTS WERE OFFERED THEIR MEALS ON A HOME DELIVERED BASIS. AGENCY OFFICES REMAINED CLOSED TO THE GENERAL PUBLIC. IN THE LATE WINTER/SPRING, MILESTONES ASSISTED THE IOWA DEPT. OF PUBLIC HEALTH IN CONVEYING VACCINATION INFORMATION TO THE 60+ PUBLIC AND ASSISTING WITH GETTING FOLKS CONNECTED WITH VACCINATION SCHEDULING ENTITIES. WITH THE ADVENT OF VACCINATIONS, STAFF WERE ABLE TO RETURN TO MAKING HOME VISITS ON A LIMITED BASIS, AND CLIENTS COULD COME INTO THE OFFICE TO MEET BY APPOINTMENT. MILESTONES EXPANDED VIRTUAL PROGRAMMING OPTIONS: ACQUIRED EQUIPMENT AND SOFTWARE NECESSARY AND STAFF GAINED TECHNICAL EXPERTISE AND REDSIGNED/ADAPTED CONTENT.
FORM 990, PAGE 6, PART VI, LINE 11BA 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 12CUPON 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 15APERIODICALLY WAGE SURVEYS AND 990S OF COMPARABLE AGENCIES ARE REVIEWED TO COMPARE EXECUTIVE COMPENSATION.
FORM 990, PAGE 6, PART VI, LINE 15BPERIODICALLY WAGE SURVEYS AND 990S OF COMPARABLE AGENCIES ARE REVIEWED TO COMPARE EXECUTIVE COMPENSATION.
FORM 990, PAGE 6, PART VI, LINE 19X

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1MILESTONES FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1953 E 53RD STREETAddressLine1Txt
CityDAVENPORTCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52807ZIPCd
FieldValueIRS element (for citing)
EIN201026414EIN
Primary ActivitiesRENTALPrimaryActivitiesTxt
Legal Domicile StateIALegalDomicileStateCd
Exempt Code Section501C3ExemptCodeSectionTxt
Public Charity Status12BPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1MILESTONESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1MILESTONES FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeKTransactionTypeTxt
Involved$96,000InvolvedAmt
Method Of Amount DeterminationACTUAL FMVMethodOfAmountDeterminationTxt