2017-12-14T09:38:13-06:00 2017-06-30 421029744 TD&T CPAS AND ADVISORS PC 1700 42ND ST NE CEDAR RAPIDS IA 52402 990 2016-07-01 421321239 MILESTONES AREA AGENCY ON AGING MILE 6416822270 623 PENNSYLVANIA AVENUE OTTUMWA IA 52501 TINA JAEGERS FISCAL OFFICER 6416822270 2017-11-10 true AMANDA L LANE CPA P01257668 3193932374 2017-12-14 E8853820BC97883E6A715588E1E70A1C8EBEA6EE 250421F0F7944D2F1B5D744DAA01AB73C0BFE177 2016 2017-02-10 21:41:12Z BOB HOWARD 623 PENNSYLVANIA AVENUE OTTUMWA IA 52501 7906529 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 9 225 581 0 5035371 4861472 2811444 3044240 909 817 0 7847724 7906529 0 0 4692342 4513729 0 0 3304516 3517964 7996858 8031693 -149134 -125164 2023983 1796428 568309 614777 1455674 1181651 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 4370795 785934 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. 1819594 2131028 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. 1634307 127278 OTHER SERVICES. 7824696 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 16 0 true 225 true 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 6416841002 623 PENNSYLVANIA AVENUE OTTUMWA IA 52501 DUFFY KESTER DIRECTOR 0.50 X 0 0 0 JERI DEAN DIRECTOR 0.50 X 0 0 0 LYNELLE DIERS VICE CHAIRPE 0.50 X 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 LEE MCCLURE 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 CHRISTA MERRITT RESIGNED 0617 EXECUTIVE DI 40.00 X 75436 0 6879 TINA JAEGERS FISCAL OFFIC 40.00 X 58804 0 5251 134240 12130 false false false SODEXO 518 W LOCUST ST DAVENPORT IA 52803 MEALS 719072 US FOODS 3550 2ND AVENUE CORALVILLE IA 52241 RAW FOOD 417708 RK DIXON 5700 UTICA RIDGE ROAD DAVENPORT IA 52807 IT SUPPORT 137823 TEN-FIFTEEN TRANSIT PO BOX 879 OTTUMWA IA 52501 TRANSPORTATION 105988 TRINITY MUSCATINE 1518 MULBERRY AVENUE MUSCATINE IA 52761 MEALS 105642 5 21500 3931889 908083 4861472 ELDERLY WAIVER INCOME 722210 2067617 2067617 CONGREGATE/HOME DEL MEALS 722210 868376 868376 OPTIONS COUNSELING 722210 108247 108247 3044240 817 817 7906529 3044240 817 149511 149511 3317067 3317067 748990 748990 298161 287658 10503 6074 6070 4 68305 68119 186 417322 405744 11578 157229 154836 2393 39480 39480 CONTRACTUAL 1483844 1482824 1020 FOOD 522424 522424 BAD DEBT 299469 299469 EQUIPMENT PURCHASES 226167 224153 2014 297650 267862 29788 8031693 7824696 206997 0 176409 306662 503148 603833 1079314 669538 53161 50014 57331 51544 484268 378518 145230 105750 9390 9087 2023983 1796428 566895 613477 1414 1300 568309 614777 X 1455674 1181651 1455674 1181651 2023983 1796428 -125164 -148859 X false true X true true true X 1790640 4610269 5219968 5035371 4861472 21517720 1790640 4610269 5219968 5035371 4861472 21517720 21517720 1494 855 1121 909 817 5196 21522916 9572593 0.99980 0.99970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 484268 378518 105750 105750 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 21500 CASH MILESTONES FOUNDATION K 96000 ACTUAL FMV