2019-12-18T09:20:46-06:00 2019-06-30 421029744 TDT CPAS AND ADVISORS PC 1245 JORDAN CREEK PKWY SUITE 100 WEST DES MOINES IA 502662300 990 2018-07-01 421321239 MILESTONES AREA AGENCY ON AGING MILE 5633249085 935 E 53RD ST DAVENPORT IA 52807 BOB HOWARD CHAIRPERSON 6416822270 2019-11-25 true DAN MONTGOMERY CPA P02183410 5156575800 2019-12-18 52.37.240.203 2019-12-18 09:20:46 CS P D14515F2C9131908D69BFB4EADC9AFB1FF5F8D0E D51795C1AF96A5AFCB19896A9CFBB9872EBCF114 2018 2020-04-17 16:48:07Z BOB HOWARD 935 E 53RD ST DAVENPORT IA 52807 5493337 false X WWW.MILESTONESAAA.ORG X 1988 IA MILESTONES AREA AGENCY ON AGING PROVIDES AND COORDINATES HOME AND COMMUNITY BASED SERVICES TO ELDERLY INDIVIDUALS WITHIN A 17 COUNTY AREA IN SOUTHEAST IOWA. 9 9 198 640 0 4694049 4581487 1449016 910588 865 1262 0 6143930 5493337 0 0 3479249 2942255 0 0 2916844 2575218 6396093 5517473 -252163 -24136 1353413 1352994 423925 447642 929488 905352 X 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. false false 3729967 802807 HOME DELIVERED MEALS ARE DESIGNED FOR THE HOMEBOUND INDIVIDUAL. THE DELIVERY OF THIS NUTRIONALLY SOUND MEAL MAY BE INVALUABLE TO ALLOWING AN INDIVIDUAL TO REMAIN IN HIS OR HER HOME. NUTRITION EDUCATION IS ALSO PROVIDED. CONGREGATE MEALS PROVIDE A NUTRITIOUS MEAL AND REDUCES THE ISOLATION OF OLDER PERSONS BY COMBINING FOOD WITH FRIENDSHIP, SOCIALIZATION, AND RECREATION. THE PROGRAM IS AVAILABLE TO PERSONS 60 YEARS OF AGE AND OVER AND THEIR SPOUSES REGARDLESS OF AGE. NUTRITION EDUCATION IS ALSO PROVIDED. 22514 8036 CASE MANAGEMENT IS A SERVICE THAT ASSISTS INDIVIDUALS TO LIVE IN THEIR OWN HOMES AND DELAY (OR AVOID) INSTITUTIONALIZATION THROUGH HOME AND COMMUNITY BASED SERVICES. A CASE MANAGER VISITS THE CLIENT TO ASSESS THEIR NEEDS AND COORDINATES NEEDED SERVICES WITH LOCAL PROVIDERS. THIS PROGRAM ENDED DECEMBER 15, 2017. 1581183 99745 OTHER SERVICES. 5333664 true true false false false false false false false false true false false false false true false 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 true true true false false true 22 0 true 198 true false false false false false false false false false false false false X 9 9 false false false false false false false true true false false true true true true true true true true false X TINA JAEGERS 5633249085 935 E 53RD ST DAVENPORT IA 52807 DUFFY KESTER DIRECTOR 0.50 X 0 0 0 JERI DEAN RESIGNED 0718 DIRECTOR 0.50 X 0 0 0 LYNELLE DIERS VICE CHAIRPE 0.50 X X 0 0 0 SHERI M WILSON JOINED 1218 DIRECTOR 0.50 X 0 0 0 RICHARD M ROELLER JOINED 0319 DIRECTOR 0.50 X 0 0 0 JULIE SCHILLING DIRECTOR 0.50 X 0 0 0 BOB HOWARD CHAIRPERSON 0.50 X X 0 0 0 JIM HOWELL DIRECTOR 0.50 X 0 0 0 STEPHEN SWISHER SECRETARY/TR 0.50 X X 0 0 0 BILL THOM DIRECTOR 0.50 X 0 0 0 BECKY PASSMAN EXECUTIVE DI 40.00 X 73671 0 13088 TINA JAEGERS FISCAL OFFIC 40.00 X 61665 0 6158 135336 19246 false false false SODEXO 518 W LOCUST ST DAVENPORT IA 52803 MEALS 644446 US FOODS 3550 2ND AVENUE CORALVILLE IA 52241 RAW FOOD 359817 UNITED HEALTH CARE PO BOX 94017 PALATINE IL 60094 INSURANCE 332938 RK DIXON 5700 UTICA RIDGE ROAD DAVENPORT IA 52807 IT SUPPORT 115015 4 6000 3884993 690494 4581487 CONGREGATE/HOME DEL MEALS 722210 802807 802807 OPTIONS COUNSELING 722210 99745 99745 ELDERLY WAIVER INCOME 722210 8036 8036 910588 1262 1262 5493337 910588 1262 157739 157739 2159037 2159037 419782 419782 205697 200818 4879 8475 8443 32 66442 65729 713 337886 330528 7358 87931 83218 4713 10683 10683 CONTRACTUAL 1147473 1146383 1090 FOOD 460578 460578 EQUIPMENT PURCHASES 225799 224021 1778 SUPPLIES 112240 111625 615 117711 112819 4892 5517473 5333664 183809 0 270290 392069 584670 635954 332149 172032 40766 46233 41494 12496 303446 224323 68889 79123 15155 15087 1353413 1352994 408719 405140 15206 42502 423925 447642 X 929488 905352 929488 905352 1353413 1352994 -24136 X false true X true true true X 5219968 5035371 4861472 4694049 4581487 24392347 5219968 5035371 4861472 4694049 4581487 24392347 24392347 1121 909 817 865 1262 4974 24397321 5005225 0.99980 0.99980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 303446 224323 79123 79123 X SCHEDULE D, PAGE 3, PART X 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. 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 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 AVIALABLE UPON REQUEST. MILESTONES FOUNDATION 623 PENNSYLVANIA AVENUE OTTUMWA IA 52501 201026414 RENTAL IA 501C3 12A MILESTONES true false false true false false false false false false false true false false false false false false false false MILESTONES FOUNDATION C 6000 CASH MILESTONES FOUNDATION K 96000 ACTUAL FMV