2021-12-22T13:59:46-06:00 2021-06-30 390758449 WIPFLI LLP 4949 HARRISON AVENUE SUITE 300 ROCKFORD IL 611250407 990 2020-07-01 362769801 MILESTONE INC MILE 8156546100 4060 MCFARLAND RD LOVES PARK IL 61111 MSHAWN WAY CEO 8156546100 2021-12-20 1 MSHAWN WAY 999009999 STEVE JORDAN CPA P01257129 8153997700 2021-12-20 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MSHAWN WAY 4060 MCFARLAND RD LOVES PARK IL 61111 34147883 0 X WWW.MILESTONE-INC-IL.ORG X 1973 IL THE ORGANIZATION'S PURPOSE IS TO SERVE THE DEVELOPMENTALLY DISABLED. 11 11 859 10 0 0 28325789 30387412 3138598 3064847 5695 -324 63931 643597 31534013 34095532 0 0 0 0 23623486 24734418 0 0 104027 6399611 6066895 30023097 30801313 1510916 3294219 14681264 23166616 4755733 9842590 9925531 13324026 X EVERYONE HAS THE RIGHT TO BE TREATED WITH RESPECT, TO PARTICIPATE IN COMMUNITY LIFE, TO DEVELOP AND EXERCISE PERSONAL COMPETENCE, TO HAVE FAMILY AND FRIENDS, AND TO MAKE DECISIONS IN THEIR LIVES. MILESTONE EXISTS TO ENSURE THAT PERSONS WITH DEVELOPMENTAL DISABILITIES CAN EXERCISE THESE SAME RIGHTS. 0 0 25560244 3001241 RESIDENTIAL FACILITIES - MILESTONE HAS 33 RESIDENTIAL GROUP HOMES FOR ADULTS WITH DEVELOPMENTAL DISABILITIES THROUGHOUT THE GREATER ROCKFORD AREA. EACH INDIVIDUAL ACTIVELY TAKES PART IN THE DAY TO DAY ACTIVITIES OF CLEANING, COOKING, SHOPPING, ALONG WITH A WIDE VARIETY OF RECREATIONAL ACTIVITIES. MILESTONE ALSO OPERATES A RESIDENTIAL FACILITY FOR CHILDREN BETWEEN THE AGES OF 6 AND 21 WITH A DEVELOPMENTAL DISABILITY AS A PRIMARY DIAGNOSIS. THIS ENVIRONMENT PROVIDES A COMFORTABLE HOMELIKE ATMOSPHERE COMBINING HIGHLY SPECIALIZED SERVICES WITH AROUND THE CLOCK SUPERVISION AND NURSING CARE. INDIVIDUALS ARE GIVEN THE OPPORTUNITY TO PARTICIPATE IN A WIDE VARIETY OF HOME AND COMMUNITY ACTIVITIES DESIGNED TO PREPARE THEM FOR ADULT LIFE. PROGRAMS RANGE FROM DAILY LIVING SKILLS TO PERSONAL CARE, SAFETY AND PHYSICAL WELL-BEING WITH MUSIC AND ART THERAPY PROGRAMS. LASTLY, MILESTONE OPERATES A RESIDENTIAL FACILITY FOR 84 ADULT INDIVIDUALS WHO ARE PHYSICALLY AND DEVELOPMENTALLY DISABLED AND MEDICALLY FRAGILE. THESE INDIVIDUALS ARE PROVIDED WITH A COMFORTABLE HOMELIKE ATMOSPHERE COMBINING HIGHLY SPECIALIZED SERVICES WITH AROUND THE CLOCK MEDICAL CARE. PERSONALIZED ATTENTION AND TRAINING IS PROVIDED TO HELP THE INDIVIDUAL DEVELOP DAILY LIVING SKILLS. 2291261 63606 TRAINING CENTERS FACILITIES WHICH PROVIDES EDUCATIONAL, VOCATIONAL AND RECREATIONAL ACTIVITIES FOR THE RESIDENTS. MILESTONE PROVIDES DEVELOPMENTAL TRAINING RANGING FROM SELF-CARE AND SOCIAL SKILLS TO EDUCATIONAL AND VOCATIONAL SKILLS TO ADULTS WITH BOTH PHYSICAL AND DEVELOPMENTAL DISABILITIES. THE GOAL IS TO TEACH THE INDIVIDUAL THE SKILLS NECESSARY TO ACHIEVE COMMUNITY INCLUSION WHILE ENHANCING SELF-ESTEEM. VOLUNTEERING IN THE COMMUNITY IS AN IMPORTANT PART OF THE PROGRAM. MTC INDIVIDUALS HAVE HELPED EASTER SEALS, THE ROCKFORD PARK DISTRICT, THE SALVATION ARMY, THE VENETIAN CLUB AND MANY OTHER ORGANIZATIONS. 469134 0 DENTAL PROGRAM- PROVIDES COMPREHENSIVE PREVENTATIVE AND GENERAL DENTISTRY INDIVIDUALLY DESIGNED FOR EACH ADULT AND CHILD WITH DEVELOPMENTAL DISABILITIES FROM 32 COUNTIES IN ILLINOIS. INDIVIDUALS OF ANY AGE WITH DEVELOPMENTAL DISABILITIES ARE ELIGIBLE FOR SERVICES. ONLY INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES WILL BE ELIGIBLE TO BECOME PATIENTS. 28320639 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 5 0 1 859 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 IL X M SHAWN WAY 8156546100 4060 MCFARLAND RD LOVES PARK IL 61111 BEN HOLMSTROM CHAIRMAN 2.00 X X 0 0 0 DR CYRUS OATES VICE CHAIR 2.00 X X 0 0 0 GEORGE BASS TREASURER 2.00 X X 0 0 0 VICKIE KIEFFER SECRETARY 2.00 X X 0 0 0 RONALD W ALDEN DIRECTOR 2.00 X 0 0 0 THOMAS D BUDD DIRECTOR 2.00 X 0 0 0 CAROL HARTLINE DIRECTOR 2.00 X 0 0 0 JACK KIECKHEFER DIRECTOR 2.00 X 0 0 0 CHRISTINE KINSMAN DIRECTOR 2.00 X 0 0 0 TOM MATUS DIRECTOR 2.00 X 0 0 0 RICHARD WICKSTRAND DIRECTOR 2.00 X 0 0 0 BECKY NORWOOD RESIGNED DIRECTOR 2.00 X 0 0 0 LISA MUNSON CFO 40.00 X 112142 0 10010 SHAWN WAY PRESIDENT AND CEO 40.00 X 169805 0 48056 DR MICHAEL TADIN DENTIST 40.00 X 154495 0 22240 WILLIAM GRAHN SVP, PROGRAM SERVICES 40.00 X 129922 0 8441 LINDA CRAIG-ELLIS LPN 40.00 X 130207 0 27278 696571 0 116025 5 0 1 0 SCHNUCKS 6410 E STATE ST ROCKFORD IL 61108 FOOD 623656 GORDON FOOD SERVICE 6955 GARRET LN ROCKFORD IL 61104 FOOD 332703 ALL SQUARE ROOFING 1016 WESTCHESTER DR ROCKFORD IL 61107 BUILDING REPAIR 288078 ROCKFORD HEATING & AIR CONDITIONING 1618 MAGNOLIA ST ROCKFORD IL 61104 BUILDING REPAIR 228513 MCKESSON MEDICAL SUPPLY 2753 MOUTRAY LN NORTH AURORA IL 60542 MEDICAL SUPPLIES 164581 5 35751 29459695 891966 30387412 CLIENT CARE 623000 2967161 2967161 WORKSHOPS 624100 63606 63606 HUD SUPERVISION & MNGT 621990 34080 34080 3064847 8745 8745 10663 0 10663 10663 10663 16350 25419 -9069 -9069 -9069 12950 35751 26932 -13982 -13982 INSURANCE REIMBURSEMENT 900099 385808 385808 LIFE INSURANCE INCOME 900099 261108 261108 646916 34095532 3064847 0 643273 518685 518685 19951499 18968348 920626 62525 335955 316123 18831 1001 2415870 2273086 135588 7196 1512409 1405201 102760 4448 23709 23709 36960 36960 936915 911795 25120 432897 364011 40029 28857 21623 21623 1597168 1368900 228268 3895 3895 76581 76581 857722 701112 156610 273182 252035 21147 FOOD DIETARY AND NURSIN 1354575 1354575 CLIENT ACITIVIES AND TR 179096 179096 STAFF EXPENSES 177773 148578 29195 MEMBERSHIP DUES 94799 1198 93601 30801313 28320639 2376647 104027 4301 1500 3639600 12359036 2009909 1380196 46361 61283 468565 468565 46746 272947 29004561 21939663 6693660 7064898 1074037 1274513 698085 283678 14681264 23166616 3077405 4341945 1678328 5500645 4755733 9842590 X 8755675 12049513 1169856 1274513 9925531 13324026 14681264 23166616 X 3294219 104276 X X 0 1 X 1 1 1 X 24835963 25545549 27361316 28325789 30387412 136456029 24835963 25545549 27361316 28325789 30387412 136456029 136456029 34743 41278 42407 51709 19408 189545 8991 17559 22380 45426 0 94356 13536 58700 150477 329 646916 869958 137609888 15844780 0.99160 0.99550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1074037 247574 47098 1274513 1087750 31962 45675 1074037 1092750 46764 51764 1087750 1166050 47112 120412 1092750 1238700 109759 182409 1166050 1.00000 1 0 1370629 1370629 22364782 17370758 4994024 5269150 4568905 700245 7064898 X 34206740 111208 111208 34095532 0 34095532 30808245 26932 26932 30781313 20000 20000 30801313 PART V, LINE 4: CONTINUE TO PROVIDE SERVICES TO CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES. PART X, LINE 2: THE ORGANIZATION QUALIFIED FOR TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS A CORPORATION ORGANIZED NOT FOR PROFIT. THE ORGANIZATION ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH FASB ASC 740 INCOME TAXES. FASB ASC 740 PROVIDES DETAILED GUIDANCE FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTERPRISES' FINANCIAL STATEMENTS AND REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION RECORDED NO LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS. FEDERAL RETURNS FOR 2018 THROUGH 2020 REMAIN SUBJECT TO EXAMINATION BY MAJOR JURISDICTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: LIFE INSURANCE CSV INCREASE 84,276. FUNDRAISING EXPENSES NETTED AGAINST REVENUE ON THE 990 26,932. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST REVENUE ON THE 990 26,932. PART XII, LINE 4B - OTHER ADJUSTMENTS: DEFERRED COMPENSATION 20,000. PART XII, LINE 4B - EXPLANATION DEFERRED COMPENSATION TO AN OFFICER CONTINGENT ON LONGEVITY OF SERVICE, EVEN THOUGH IT IS NOT FUNDED OR VESTED UNTIL AFTER 9/30/2023. GOLF PLAYDAY 48701 35751 12950 26932 48701 35751 12950 26932 26932 -13982 M SHAWN WAY 4060 MCFARLAND ROAD ROCKFORD IL 61111 X X 0 0 0 0 0 0 0 0 0 SHAWN WAY PRESIDENT AND CEO 169805 0 0 0 0 0 20000 0 28056 0 217861 0 0 0 DR MICHAEL TADIN DENTIST 154495 0 0 0 0 0 0 0 22240 0 176735 0 0 0 LINDA CRAIG-ELLIS LPN 130207 0 0 0 0 0 0 0 27278 0 157485 0 0 0 THOMAS BUDD PRESIDENT OF ILLINOIS BANK & TRUST AND THIS ORGANIZATION 458042 MILESTONE HAS SEVERAL MORTGAGE LOANS AND LINES OF CREDIT WITH ILLINOIS BANK & TRUST. PRINCIPAL AND INTEREST PAYMENTS TOTALED $458,042 AND BORROWINGS TOTALED $0. 0 FORM 990, PART VI, SECTION B, LINE 11B THE CEO & CFO THOROUGHLY REVIEW THE 990 FOR ACCURACY & LOGIC COMPARING IT BACK TO THE AUDITED FINANCIAL STATEMENTS. THE FINANCE COMMITTEE, AS DESIGNATED BY THE BOARD, ALSO REVIEWS THE 990 PRIOR TO FILING THE 990. ALL BOARD MEMBERS RECEIVE A COPY AFTER THE FINANCE COMMITTEE HAS APPROVED IT. FORM 990, PART VI, SECTION B, LINE 12 THE CONFLICT OF INTEREST POLICY (APPROVED BY THE BOARD OF DIRECTORS) IS GIVEN TO ALL EMPLOYEES UPON HIRING. THE POLICY INSTRUCTS INDIVIDUALS TO REPORT ANY POSSIBLE SITUATION THAT MIGHT BE IN VIOLATION TO THE ADMINISTRATOR IMMEDIATELY. THE ADMINISTRATOR ALONG WITH THE CHIEF OPERATING OFFICER OR CHIEF EXECUTIVE OFFICER WILL REVIEW THE RELATIONSHIP OR TRANSACTION NO LATER THAN THE NEXT WORKING DAY AND DECIDE APPROPRIATE ACTION. THE AGENCY MAY CONSULT THEIR LEGAL REPRESENTATIVE FOR FURTHER REVIEW. FORM 990, PART VI, SECTION C, LINE 19 AT THIS TIME, THE ORGANIZATION ONLY MAKES DOCUMENTS REQUIRED BY LAW AVAILABLE TO THE PUBLIC. ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. FORM 990, PART XI, LINE 9: DEFERRED COMPENSATION 20,000. LIFE INSURANCE CSV INCREASE 84,276. 990 PAGE 11 PART XI LINE 2C THE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PREVIOUS YEAR. SCHEDULE R, MRV FOUNDATION MILESTONE ROCVALE FOUNDATION HOLDS ASSETS RESTRICTED TO MERIT BONUSES FOR MILESTONE, INC'S DIRECT CARE EMPLOYEES AND CLIENT WELFARE. INFORMATION REGARDING THESE ASSETS IS NOT INCLUDED ON THIS RETURN, BUT SHOULD BE REFLECTED AND IDENTIFIED ON MILESTONE ROCVALE FOUNDATION'S RETURN. MILESTONE ROCVALE FOUNDATION 4060 MCFARLAND ROAD LOVES PARK IL 61111 363223946 SUPPORT CARE FACILITIES FOR DEVELOPMENTALLY DISABLED INDIVIDUALS IL 501(C)(3) LINE 10 0 HAWKEYE HOUSING NFP 4060 MCFARLAND ROAD LOVES PARK IL 61111 264492497 LOW INCOME/SUBSIDIZED RENTAL HOUSING IL 501(C)(3) LINE 7 0 WALLACE PLACE NFP 4060 MCFARLAND ROAD LOVES PARK IL 61111 273746927 LOW INCOME/SUBSIDIZED RENTAL HOUSING IL 501(C)(3) LINE 7 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 MILESTONE ROCVALE FOUNDATION C 161915 CASH HAWKEYE HOUSING NFP L 16704 INVOICED AMOUNT HAWKEYE HOUSING NFP Q 14915 INVOICED AMOUNT WALLACE PLACE NFP L 17376 INVOICED AMOUNT WALLACE PLACE NFP Q 16469 INVOICED AMOUNT