MILESTONES AREA AGENCY ON AGING: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MILESTONES AREA AGENCY ON AGING (EIN 42-1321239)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-01-22
- IRS object ID
- 202130229349300318
- Schema version
- 2019v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-22T11:33:18-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421029744 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TDT CPAS AND ADVISORS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1245 JORDAN CREEK PKWY SUITE 100 | AddressLine1Txt |
| City | WEST DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 502662300 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421321239 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILESTONES AREA AGENCY ON AGING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILE | BusinessNameControlTxt |
| Phone | 5633249085 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 935 E 53RD ST | AddressLine1Txt |
| City | DAVENPORT | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52807 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE SCHILLING | PersonNm |
| Person Title | CHAIRPERSON | PersonTitleTxt |
| Phone | 5634843147 | PhoneNum |
| Signature | 2020-12-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAN MONTGOMERY CPA | PreparerPersonNm |
| PTIN | P02183410 | PTIN |
| Phone | 6416289411 | PhoneNum |
| Preparation | 2021-01-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JULIE SCHILLING | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 935 E 53RD STREET | AddressLine1Txt |
| City | DAVENPORT | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,620,864 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MILESTONESAAA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 179 | TotalEmployeeCnt |
| Total Volunteers | 605 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $4,581,487 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,946,854 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $910,588 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $673,243 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,262 | PYInvestmentIncomeAmt |
| CY Investment Income | $767 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,493,337 | PYTotalRevenueAmt |
| CY Total Revenue | $5,620,864 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,942,255 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,004,426 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,575,218 | PYOtherExpensesAmt |
| CY Other Expenses | $2,544,600 | CYOtherExpensesAmt |
| PY Total Expenses | $5,517,473 | PYTotalExpensesAmt |
| CY Total Expenses | $5,549,026 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$24,136 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $71,838 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,352,994 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,759,348 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $447,642 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $782,158 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $905,352 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $977,190 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,648,807 | ExpenseAmt |
| Revenue | $582,596 | RevenueAmt |
| Desc | 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. NUTRITION EDUCATION IS ALSO PROVIDED, AS WELL AS ADDITIONAL HELPFUL INFORMATION IN THE FORM OF A MONTHLY NEWSLETTER (MILESTONES MINUTE) LAUNCHED IN JANUARY 2019. WITH THE ONSET OF THE COVID- 19 PANDEMIC, THE AGENCY HAD TO ADAPT SERVICES IN REAL TIME AS THE SEVERITY AND TRANSMISSION LEVELS INCREASED EXPONENTIALLY. CONGREGATE SITES WERE CLOSED IN MARCH, AND ALL MEAL PARTICIPANTS WERE SHIFTED TO HOME DELIVERY. TO DECREASE EXPOSURE, KITCHENS SHIFTED TO PREPARATOIN OF FROZEN MEALS FOR DELIVERY 1 OR 2X PER WEEK RATHER THAN DAILY HOT MEAL DELIVERY. FOOD BOXES WERE PREPARED AND DELIVERED TO ANYONE 60+ WHO REQUESTED ONE. STATE REQUIREMENTS WERE RELAXED ENABLING PARTNERSHIPS WITH RESTAURANTS TO SERVE MORE SELF-ISOLATING SENIORS. STAFF PERFORMED REGULAR "WELLNESS CHECKS" WITH WEEKLY CALLS TO PARTICIPANTS TO MAKE SURE THEY WERE SAFE AND STAYING HEALTHY. AS A RESULT, MILESTONES STAFF DEMONSTRATED THE ABILITY TO PIVOT, ADJUST, AND REDEPLOY PROGRAMMING TO SUCCESSFULLY MEET THE NEEDS OF PARTICIPANTS IN THE PANDEMIC ENVIRONMENT WHILE PRIORITIZING HEALTH AND SAFETY. THE PROGRAM IS AVAILABLE TO PERSONS 60 YEARS OF AGE AND OVER AND THEIR SPOUSES REGARDLESS OF AGE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,316 | ExpenseAmt |
| Revenue | $10,104 | RevenueAmt |
| Desc | MILESTONES OFFICES CLOSED TO THE GENERAL PUBLIC IN MARCH AND, BECAUSE OF THE RISK OF TRANSMISSION, HOME VISITS WERE SUSPENDED. CASE MANAGEMENT, OPTIONS COUNSELING, FAMILY CAREGIVER, AND ELDER ABUSE PREVENTION ARE AMONG THOSE SERVICES NORMALLY CONDUCTED THROUGH HOME OR OFFICE VISITS, BUT STAFF CONTINUED TO DELIVER SERVICES THROUGH TELEPHONE AND BY ALSO EXPANDING TO EXPLORE WAYS TO MEET NEEDS THROUGH MEANS OF VIRTUAL DELIVERY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,638,656 | ExpenseAmt |
| Revenue | $80,543 | RevenueAmt |
| Desc | 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 FY20, THE MILESTONES I & A PROGRAM SERVED 90% MORE CONSUMERS THAN IN FY19, AND CALLS TO THE TOLL FREE LINE INCREASED BY 110%. WE KNOW THAT THESE INCREASES DEMONSTRATE THE GREATER NEED RESULTING OF THE FEAR AND HARDSHIP EXPERIENCED BY CONSUMERS DUE TO THE PANDEMIC. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,302,779 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 179 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIELA TREVINO | PersonNm |
| Phone | 5634843147 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 935 E 53RD ST | AddressLine1Txt |
| City | DAVENPORT | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52807 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| BECKY PASSMAN | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $74,258 | $0 | $13,608 | |
| TINA JAEGERS LEFT JUNE 2020 | ||||||
| FISCAL OFFIC | 40.00 | Yes (X) | $62,803 | $0 | $3,950 | |
| BOB HOWARD LEFT JANUARY 2020 | ||||||
| CHAIRPERSON | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JIM HOWELL | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| RICHARD M ROELLER | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| JULIE SCHILLING | ||||||
| CHAIRPERSON | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEPHEN SWISHER | ||||||
| SECRETARY/TR | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BILL THOM | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| SHERI M WILSON | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| MARIELA TREVINO JOINED JUNE 2O2O | ||||||
| FISCAL OFFIC | 40.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $137,061 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $17,558 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXO | |||||
| 518 W LOCUST ST | DAVENPORT | IA | 52803 | MEALS | $596,143 |
| US FOODS | |||||
| 3550 2ND AVENUE | CORALVILLE | IA | 52241 | RAW FOOD | $351,950 |
| UNITED HEALTH CARE | |||||
| PO BOX 94017 | PALATINE | IL | 60094 | INSURANCE | $310,176 |
| RK DIXON | |||||
| 5700 UTICA RIDGE ROAD | DAVENPORT | IA | 52807 | IT SUPPORT | $111,852 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $4,253,989 | GovernmentGrantsAmt |
| All Other Contributions | $692,865 | AllOtherContributionsAmt |
| Total Contributions | $4,946,854 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONGREGATE/HOME DEL MEALS | 722210 | $582,596 | $582,596 |
| OPTIONS COUNSELING | 722210 | $80,543 | $80,543 |
| ELDERLY WAIVER INCOME | 722210 | $10,104 | $10,104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $673,243 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $767 | TotalRevenueColumnAmt |
| Exclusion | $767 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,620,864 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $673,243 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $767 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,870 | TotalAmt |
| Management And General | $156,870 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,249,682 | TotalAmt |
| Program Services | $2,249,682 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,346 | TotalAmt |
| Program Services | $373,346 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,528 | TotalAmt |
| Program Services | $217,973 | ProgramServicesAmt |
| Management And General | $6,555 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,490 | TotalAmt |
| Program Services | $5,465 | ProgramServicesAmt |
| Management And General | $25 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,251 | TotalAmt |
| Program Services | $39,183 | ProgramServicesAmt |
| Management And General | $11,068 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,954 | TotalAmt |
| Program Services | $313,125 | ProgramServicesAmt |
| Management And General | $9,829 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,673 | TotalAmt |
| Program Services | $68,845 | ProgramServicesAmt |
| Management And General | $3,828 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,834 | TotalAmt |
| Program Services | $27,834 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONTRACTUAL | $1,144,207 | $1,120,870 | $23,337 |
| FOOD | $466,384 | $466,384 | |
| EQUIPMENT PURCHASES | $199,620 | $188,586 | $11,034 |
| SUPPLIES | $148,060 | $147,055 | $1,005 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,127 | TotalAmt |
| Program Services | $84,431 | ProgramServicesAmt |
| Management And General | $22,696 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,549,026 | TotalAmt |
| Program Services | $5,302,779 | ProgramServicesAmt |
| Management And General | $246,247 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $392,069 | BOYAmt |
| EOY | $258,786 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $635,954 | BOYAmt |
| EOY | $981,715 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,032 | BOYAmt |
| EOY | $246,932 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,233 | BOYAmt |
| EOY | $50,719 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,496 | BOYAmt |
| EOY | $42,131 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $369,196 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $199,218 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,123 | BOYAmt |
| EOY | $169,978 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,087 | BOYAmt |
| EOY | $9,087 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,352,994 | BOYAmt |
| EOY | $1,759,348 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $405,140 | BOYAmt |
| EOY | $462,813 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,502 | BOYAmt |
| EOY | $319,345 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $447,642 | BOYAmt |
| EOY | $782,158 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $905,352 | BOYAmt |
| EOY | $977,190 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $905,352 | BOYAmt |
| EOY | $977,190 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,352,994 | BOYAmt |
| EOY | $1,759,348 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $71,838 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,035,371 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,861,472 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,694,049 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,581,487 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,946,854 | CurrentTaxYearAmt |
| Total | $24,119,233 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,035,371 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,861,472 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,694,049 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,581,487 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,946,854 | CurrentTaxYearAmt |
| Total | $24,119,233 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $24,119,233 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $909 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $817 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $865 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,262 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $767 | CurrentTaxYearAmt |
| Total | $4,620 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $24,123,853 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,032,847 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99980 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99980 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $369,196 | OtherCostOrOtherBasisAmt |
| Depreciation | $199,218 | DepreciationAmt |
| Book Value | $169,978 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $169,978 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. NUTRITION EDUCATION IS ALSO PROVIDED, AS WELL AS ADDITIONAL HELPFUL INFORMATION IN THE FORM OF A MONTHLY NEWSLETTER (MILESTONES MINUTE) LAUNCHED IN JANUARY 2019. WITH THE ONSET OF THE COVID- 19 PANDEMIC, THE AGENCY HAD TO ADAPT SERVICES IN REAL TIME AS THE SEVERITY AND TRANSMISSION LEVELS INCREASED EXPONENTIALLY. CONGREGATE SITES WERE CLOSED IN MARCH, AND ALL MEAL PARTICIPANTS WERE SHIFTED TO HOME DELIVERY. TO DECREASE EXPOSURE, KITCHENS SHIFTED TO PREPARATOIN OF FROZEN MEALS FOR DELIVERY 1 OR 2X PER WEEK RATHER THAN DAILY HOT MEAL DELIVERY. FOOD BOXES WERE PREPARED AND DELIVERED TO ANYONE 60+ WHO REQUESTED ONE. STATE REQUIREMENTS WERE RELAXED ENABLING PARTNERSHIPS WITH RESTAURANTS TO SERVE MORE SELF-ISOLATING SENIORS. STAFF PERFORMED REGULAR "WELLNESS CHECKS" WITH WEEKLY CALLS TO PARTICIPANTS TO MAKE SURE THEY WERE SAFE AND STAYING HEALTHY. AS A RESULT, MILESTONES STAFF DEMONSTRATED THE ABILITY TO PIVOT, ADJUST, AND REDEPLOY PROGRAMMING TO SUCCESSFULLY MEET THE NEEDS OF PARTICIPANTS IN THE PANDEMIC ENVIRONMENT WHILE PRIORITIZING HEALTH AND SAFETY. THE PROGRAM IS AVAILABLE TO PERSONS 60 YEARS OF AGE AND OVER AND THEIR SPOUSES REGARDLESS OF AGE. |
| 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 | X |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILESTONES FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 953 E 53RD STREET | AddressLine1Txt |
| City | DAVENPORT | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201026414 | EIN |
| Primary Activities | RENTAL | PrimaryActivitiesTxt |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 12B | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILESTONES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MILESTONES FOUNDATION | ||
| C | $33,854 | CASH |
| MILESTONES FOUNDATION | ||
| K | $80,000 | ACTUAL FMV |