2015-12-23T14:16:50-08:00 2015-06-30 TD&T CPAs and Advisors PC 101 W Van Buren Centerville IA 52544 990 2014-07-01 421321239 MILESTONES AREA AGENCY ON AGING MILE 6416822270 623 PENNSYLVANIA AVENUE OTTUMWA IA 52501 CHRISTA MERRITT EXEC. DIRECTOR 2015-12-23 true Mark R Lechtenberg P00128491 6414374296 2014 2016-04-25 22:37:26Z 7866710 false false X www.milestonesaaa.org X 1988 IA MILESTONES AREA AGENCY ON AGING PROVIDES/COORDINATES HOME AND COMMUNITY BASED SERVICES TO ELDERLY INDIVIDUALS WITHIN A 17 COUNTY AREA IN SOUTHEAST IOWA. SERVICES ARE DESIGNED TO ADDRESS NUTRITIONAL/SUPPORTIVE SERVICES FOR INDIVIDUALS OVER 60 YEARS OF AGE TO HELP THEM REMAIN IN THEIR HOME AND COMMUNITY. 9 9 231 719 0 4610269 5219968 2876412 2645621 855 1121 0 7487536 7866710 0 0 3993924 4458323 0 0 3438097 3424113 7432021 7882436 55515 -15726 2284793 2237848 664259 633040 1620534 1604808 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 SERVICES FOR INDIVIDUALS OVER 60 YEARS OF AGE TO HELP THEM REMAIN IN THEIR HOME AND COMMUNITY. false false 2333275 1014144 HOME DELIVERED MEALS ARE DESIGNED FOR THE HOMEBOUND INDIVIDUAL. THE DELIVERY OF THIS NUTRITIONALLY SOUND MEAL MAY BE INVALUABLE TO ALLOWING AN INDIVIDUAL TO REMAIN IN HIS OR HER HOME. NUTRITION EDUCATION IS ALSO PROVIDED. 1938950 1631477 CASE MANAGEMENT IS A SERVICE THAT ASSISTS INDIVIDAULS 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. 1852439 CONGREGATE MEALS PROVIDE A NUTRITIOUS MEAL AND REDUCE 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. 1551242 7675906 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 false false false true true true false false true 14 0 true 231 true false false false false false false false false 0 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 CHRISTA MERRITT 6416822270 623 PENNSYLVANIA AVENUE OTTUMWA IA 52501 STEPHEN SWISHER Director 0.50 0.00 X 0 0 0 GERALDINE DEAN Director 0.50 0.00 X 0 0 0 LEE MCCLURE Director 0.50 0.00 X 0 0 0 BOB HOWARD Vice President 0.50 0.00 X X 0 0 0 JIM HOWELL Director 0.50 0.00 X 0 0 0 FRANCES BOHLKEN Director 0.50 0.00 X 0 0 0 BILL THOM Director 0.50 0.00 X 0 0 0 DOROTHY GOLDIZEN Chairman 0.50 0.00 X X 0 0 0 LYNELLE DIERS Treasurer 0.00 0.00 X X 0 0 0 CHRISTA MERRITT CEO 45.00 0.00 X 69169 0 6177 TINA JAEGERS FISCAL OFFICER 45.00 0.00 X 53670 0 4793 122839 10970 0 false false false RK DIXON 5700 UTICA RIDGE ROAD DAVENPORT IA 52807 COMPUTER SUPPORT 218740 SODEXO ST AMBROSE UNIV 518 W LOCUST ST DAVENPORT IA 52803 MEALS 629503 TRINITY MUSCATINE 1518 MULBERRY AVENUE MUSCATINE IA 52761 MEALS 100805 3 4292995 926973 5219968 CONGREGATE/HOME DEL MEALS 722210 1014144 1014144 ELDERLY WAIVER INCOME 722210 1631477 1631477 2645621 1121 1121 0 0 0 0 0 0 0 0 7866710 2645621 1121 0 0 0 0 133809 133809 0 3488308 3472333 15975 0 559953 548976 10977 276253 265634 10619 0 0 0 0 0 0 0 11092 11002 90 0 0 0 396364 386717 9647 189874 182976 6898 0 0 0 0 44872 44872 0 CONTRACT SERVICES 1453103 1451384 1719 FOOD 647403 647403 EQUIPMENT PURCHASES 222394 216413 5981 SUPPLIES 175108 174413 695 283903 273783 10120 7882436 7675906 206530 0 696773 142339 658284 802348 0 720927 970796 0 0 0 30895 63134 56813 57513 484268 291638 112014 192630 0 0 0 0 9087 9088 2284793 2237848 587991 598831 76268 34209 664259 633040 X 1620534 1604808 1620534 1604808 2284793 2237848 -15726 X false true X true true true X 1856462 1895693 1790640 4610269 5219968 15373032 0 0 1856462 1895693 1790640 4610269 5219968 15373032 0 15373032 2015 1963 1494 855 1121 7448 0 0 15380480 8252656 0.99950 0.99940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 484268 291638 192630 192630 X Part X : FIN48 Footnote 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. The Agency believes it is no longer subject to income tax examinations for years ending prior to June 30, 2012. Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: OTHER SERVICES. Form 990, Part VI, Line 11b: Form 990 Review Process Starting in FY2009, a draft of the 990 was presented to the entire board of directors for review. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts 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, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management Periodically wage surveys and 990s of comparable agencies are reviewed to compare Executive compensation. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees Periodically wage surveys and 990s of comparable agencies are reviewed to compare Executive compensation. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Avialable upon request. MILESTONES FOUNDATION 623 PENNSYLVANIA AVENUE OTTUMWA IA 52501 201026414 RENTS FACILITY TO MILESTONES IA 501 C 3 SUPP ORG - TYPE I MILESTONES AREA AGENCY ON AGING true false false false false false false false false false false true false false false false false false false false MILESTONES FOUNDATION k 96000 ACTUAL FMV