2020-03-02T16:22:39-06:00 2019-06-30 390758449 WIPFLI LLP 4949 HARRISON AVENUE SUITE 300 ROCKFORD IL 611250407 990 2018-07-01 362769801 MILESTONE INC MILE 8156546100 4060 MCFARLAND RD LOVES PARK IL 61111 MSHAWN WAY CEO 8156546100 2020-01-27 1 STEVE JORDAN CPA P01257129 8153997700 2020-01-27 12.245.4.166 2020-01-27 13:05:34 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 102E140B06B5968DD42809243A8356780728A2AE 2018 2021-01-29 14:40:06Z MSHAWN WAY 4060 MCFARLAND RD LOVES PARK IL 61111 31044040 0 X WWW.MILESTONE-INC-IL.ORG X 1973 IL THE ORGANIZATION'S PURPOSE IS TO SERVE THE DEVELOPMENTALLY DISABLED. 13 13 913 10 0 0 25545549 27361316 3154234 3227377 53629 180191 98010 195286 28851422 30964170 0 0 0 0 23367749 23914010 0 0 119577 6759850 6191317 30127599 30105327 -1276177 858843 15036485 14050671 7564393 5683851 7472092 8366820 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 24607876 3056773 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 RECENTLY ADDED SPEECH, 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. 1062849 94652 TRAINING CENTER - FACILITY 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. 581487 41872 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, WITH PRIORITY GIVEN TO INDIVIDUALS IN LICENSED FACILITIES OR PROGRAMS. ONLY INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES WILL BE ELIGIBLE TO BECOME PATIENTS. 1322385 34080 OTHER PROGRAMING EXPENSES INCLUDING:DOWNTOWN COMMUNITY SERVICES - WHICH PROVIDES A WIDE ARRAY OF SUPPORTIVE SERVICES, GUIDANCE AND SITUATIONAL INTERVENTION TO ALLOW INDIVIDUALS TO MAINTAIN OR ENHANCE THEIR ABILITY TO LIVE IN THE ROCKFORD COMMUNITY AND SURROUNDING AREA.MILESTONE COMMUNITY CENTER - WHICH PROVIDES AN ALTERNATIVE DAY TIME OPTION FOR INDIVIDUALS WHO ARE RETIRED OR SEMI-RETIRED BUT VALUE SOCIAL INTERACTION, COMMUNITY CENTERED RECREATION AND NEW EXPERIENCES. WITH THE INPUT OF COMMUNITY CENTER ATTENDEES, ACTIVITIES FOCUS ON LOCAL AND REGIONAL OPPORTUNITIES SUCH AS PARKS, MUSEUMS, LIBRARIES, CULTURAL EVENTS AND VENUES, AND EXPLORATION OF OTHER COUNTRIES AND CUSTOMS THROUGH BOOKS, VIDEOS AND FOOD. 1322385 34080 27574597 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 7 0 1 913 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 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 JUDD GASTEL VICE CHAIR 2.00 X X 0 0 0 THOMAS D BUDD TREASURER 2.00 X X 0 0 0 CHRISTINE KINSMAN SECRETARY 2.00 X X 0 0 0 RONALD W ALDEN DIRECTOR 2.00 X 0 0 0 GEORGE BASS DIRECTOR 2.00 X 0 0 0 RANDY COOPER DIRECTOR 2.00 X 0 0 0 RICHARD HANSON 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 VICKIE KIEFFER DIRECTOR 2.00 X 0 0 0 DR CYRUS OATES DIRECTOR 2.00 X 0 0 0 RICHARD WICKSTRAND DIRECTOR 2.00 X 0 0 0 LISA MUNSON CFO 40.00 X 0 0 0 SHAWN WAY PRESIDENT AND CEO 40.00 X 166938 0 21847 HUGH W LIPPITT RETIRED SVP & CFO 40.00 X 114043 0 31094 WILLIAM GRAHN SVP, PROGRAM SERVICES 40.00 X 113266 0 42885 DR MICHAEL TADIN DENTIST 40.00 X 133045 0 26420 527292 0 122246 4 0 1 0 SCHNUCK MARKETS INC 6410 E STATE ST ROCKFORD IL 61108 FOOD 573560 GORDON FOOD SERVICE 6955 GARRET LN ROCKFORD IL 61104 FOOD 384322 MCKESSON MEDICAL SUPPLIES 2753 MOUTRAY LN NORTH AURORA IL 60542 MEDICAL SUPPLIES 166272 ANDERSON ROCK RIVER 224 N ALPINE RD ROCKFORD IL 61107 VEHICLES & MAINTENANCE 146059 WEX BANK 7090 SOUTH UNION PARK AVENUE SUITE MIDVALE UT 84047 GAS 142533 8 3430 24413955 2943931 27361316 CLIENT CARE 623000 3056773 3056773 WORKSHOPS 624100 94652 94652 DENTAL PROGRAM 621300 41872 41872 HUD SUPERVISION & MNGT 621990 34080 34080 3227377 19978 19978 22429 0 22429 22429 22429 228643 68430 160213 160213 160213 25672 3430 11040 14632 14632 7590 400 7190 7190 558 0 558 558 INSURANCE REIMBURSEMENTS 900099 146007 146007 MISCELLANEOUS 900099 4470 4470 150477 30964170 3227377 0 375477 X 321086 321086 19134335 17880542 1196352 57441 147237 140344 6464 429 2951210 2786504 156184 8522 1360142 1272583 83668 3891 12222 12222 50065 50065 869761 856471 13290 404526 319532 35700 49294 20160 20160 1513506 1305004 208502 16511 16511 200762 200762 874262 697413 176849 256724 233728 22996 FOOD, DIETARY & NURSING 1374791 1374791 CLIENT TRANSPORT & ACTI 397994 397994 STAFF EXPENSES 147602 106489 41113 MEMBERSHIP DUES 52431 2440 49991 30105327 27574597 2411153 119577 4301 4301 3064515 2860702 1776996 1403788 129717 213112 468565 468565 25289 137313 29018342 21775879 7573853 7242463 1092750 1087750 900499 632677 15036485 14050671 2805890 2550342 910000 0 3848503 3133509 7564393 5683851 X 6243873 7143394 142019 1223426 1086200 0 7472092 8366820 15036485 14050671 X 858843 35885 X X 0 1 X 1 1 1 X 23329115 22135381 24835963 25545549 27361316 123207324 23329115 22135381 24835963 25545549 27361316 123207324 123207324 36978 43094 34743 41278 42407 198500 23515 29396 8991 17559 22380 101841 40834 19093 13536 58700 150477 282640 123790305 16210556 0.99530 0.99590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1092750 46764 51764 1087750 1166050 47112 120412 1092750 1238700 109759 182409 1166050 1308250 -22218 47332 1238700 1356800 20760 69310 1308250 1.00000 1 0 1395747 1395747 21614393 16495479 5118914 6008202 5280400 727802 7242463 X 30964170 0 30964170 0 30964170 30069442 -15885 -15885 30085327 20000 20000 30105327 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 2016 THROUGH 2018 REMAIN SUBJECT TO EXAMINATION BY MAJOR JURISDICTIONS. PART XII, LINE 2D - OTHER ADJUSTMENTS: LIFE INSURANCE CSV (INCREASE) DECREASE -15,885. 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 29102 3430 25672 11040 29102 3430 25672 11040 11040 14632 400 1 1.00000 7590 1 1.00000 7590 400 400 7190 IL 1 0 1 0 1.00000 M SHAWN WAY 4060 MCFARLAND ROAD ROCKFORD IL 61111 0 0 X X 0 0 0 0 0 0 0 0 0 SHAWN WAY PRESIDENT AND CEO 166938 0 0 0 0 0 20000 0 1847 0 188785 0 0 0 WILLIAM GRAHN SVP, PROGRAM SERVICES 113266 0 0 0 0 0 41525 0 1360 0 156151 0 0 0 DR MICHAEL TADIN DENTIST 133045 0 0 0 0 0 0 0 26420 0 159465 0 0 0 THOMAS BUDD & SHAWN WAY BOARD MEMBER OF ROCKFORD BANK & TRUST AND THIS ORGANIZATION 24737865 MILESTONE HAS SEVERAL MORTGAGE LOANS AND LINES OF CREDIT WITH ROCKFORD BANK. PRINCIPAL AND INTEREST PAYMENTS TOTALED $12,733,083 AND BORROWINGS TOTALED $12,004,782 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 IX, LINE 11G CONSULTANT FEE: PROGRAM SERVICE EXPENSES 216,982. MANAGEMENT AND GENERAL EXPENSES 1,110. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 218,092. MEDICAL DIRECTOR FEE: PROGRAM SERVICE EXPENSES 38,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,250. MEDICAID PROVIDER PARTICIPATION FEE: PROGRAM SERVICE EXPENSES 601,239. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 601,239. PENSION PLAN ADMIN FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 12,180. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,180. FORM 990, PART XI, LINE 9: LIFE INSURANCE CSV INCREASE 15,885. DEFERRED COMPENSATION 20,000. 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 2390000 CASH HAWKEYE HOUSING NFP L 25239 INVOICED AMOUNT HAWKEYE HOUSING NFP Q 14592 INVOICED AMOUNT WALLACE PLACE NFP L 24256 INVOICED AMOUNT WALLACE PLACE NFP Q 15240 INVOICED AMOUNT