MILESTONE RECOVERY: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: MILESTONE RECOVERY (EIN 01-6024344)
Tax period: 2009-07-01 to 2010-06-30
Filed: 2011-05-13
IRS object ID: 201121339349302212
Schema version: 2009v1.7
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
Form 990
Schedule A
Schedule D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-05-13T10:03:41-05:00	Timestamp
Tax Period End Date	2010-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WORTHING & GOING PA CPAS	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 6477 7 PORTLAND FARMS RD	AddressLine1
City	SCARBOROUGH	City
State	ME	State
ZIP Code	040706477	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2009-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	016024344	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	MILESTONE FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	MILE	NameControl
Phone	2076345231	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	28 PORTLAND AVE	AddressLine1
City	OLD ORCHARD BEACH	City
State	ME	State
ZIP Code	04064	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	TOM ALLAN	Name
Title	EXECUTIVE DIRECTOR	Title
Phone	2076345231	Phone
Date Signed	2011-05-05	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	FREDRICK C GOING CPA	Name
Phone	2078832230	Phone
Date Prepared	2011-05-05	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2009	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	TOM ALLAN	NameOfPrincipalOfficerPerson
Gross Receipts	3407232	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c	X	Organization501c
Web Site	MILESTONEFOUNDATION.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Activity Or Mission Description	DETOXIFICATION & REHABILITATION	ActivityOrMissionDescription
Nbr Voting Members Governing Body	12	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	12	NbrIndependentVotingMembers
Total Nbr Employees	64	TotalNbrEmployees
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	1503756	ContributionsGrantsPriorYear
Contributions Grants Current Year	1544554	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	1860891	ProgramServiceRevenuePriorYear
Program Service Revenue CY	1862678	ProgramServiceRevenueCY
Investment Income Current Year	0	InvestmentIncomeCurrentYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	3364647	TotalRevenuePriorYear
Total Revenue Current Year	3407232	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	2150204	SalariesEtcPriorYear
Salaries Etc Current Year	2212265	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	1198854	OtherExpensePriorYear
Other Expenses Current Year	1043398	OtherExpensesCurrentYear
Total Expenses Prior Year	3349058	TotalExpensesPriorYear
Total Expenses Current Year	3255663	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	15589	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	151569	RevenuesLessExpensesCY
Total Assets BOY	2344300	TotalAssetsBOY
Total Assets EOY	2047830	TotalAssetsEOY
Total Liabilities BOY	1579193	TotalLiabilitiesBOY
Total Liabilities EOY	1580542	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	765107	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	467288	NetAssetsOrFundBalancesEOY
Mission Description	DETOXIFICATION & REHABILITATION	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	2662062	Expense
Description	IN-PATIENT DETOXIFICATION, LONG TERM CARE AND EMERGENCY SHORT TERM SHELTER FOR HOMELESS ALCOHOLICS.	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Description	IN-PATIENT DETOXIFICATION, LONG TERM CARE AND EMERGENCY SHORT TERM SHELTER FOR HOMELESS ALCOHOLICS.	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	2662062	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Balance Sheet Amounts Reported	true	BalanceSheetAmountsReported
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	false	ScheduleORequired
Number Forms Transmitted With1096	19	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	false	ComplianceWithBackupWitholding
Number Of Employees	64	NumberOfEmployees
Employment Tax Returns Filed	false	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Nbr Voting Governing Body Members	12	NbrVotingGoverningBodyMembers
Number Independent Voting Members	12	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	false	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	false	ConflictOfInterestPolicy
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	MILESTONE FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	2079345231	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	PO BOX T	AddressLine1
City	OLD ORCHARD BEACH	City
State	ME	State
ZIP Code	040640896	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (11 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
DAVID LORANGER
DIRECTOR	1.00	X	X	0	0	0
PHIL HATCH
DIRECTOR	1.00	X		0	0	0
TOM BANCROFT
DIRECTOR	1.00	X		0	0	0
STAN LIBBY
DIRECTOR	1.00	X		0	0	0
TOM FURLONG
DIRECTOR	1.00	X		0	0	0
LEROY WAYCOTT
DIRECTOR	1.00	X		0	0	0
GREG LEE
DIRECTOR	1.00	X		0	0	0
CRYSTAL MARSHALL
DIRECTOR	1.00	X		0	0	0
TERRY HUNTLEY
PRESIDENT	5.00		X	0	0	0
STEPHANIE BROWN
SECRETARY	5.00		X	0	0	0
TOM RANELLO
TREASURER	5.00		X	0	0	0

Field	Value	IRS element (for citing)
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Government Grants	1517255	GovernmentGrants
All Other Contributions	27299	AllOtherContributions
Noncash Contributions	13563	NoncashContributions
Total Contributions	1544554	TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescription	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
MEDICAID	1692616	1692616
PRIVATE INSURANCE INCOME	69472	69472
CLIENT FEES	68945	68945
FOOD STAMP REVENUE	31645	31645

Field	Value	IRS element (for citing)
Total Program Service Revenue	1862678	TotalProgramServiceRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	3407232	TotalRevenueColumn
Related Or Exempt Function Income	1862678	RelatedOrExemptFunctionIncome

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	1826563	Total
Program Services	1497782	ProgramServices
Management And General	328781	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	26902	Total
Program Services	22060	ProgramServices
Management And General	4842	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	197246	Total
Program Services	161742	ProgramServices
Management And General	35504	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	161554	Total
Program Services	132474	ProgramServices
Management And General	29080	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	5816	Total
Program Services	4769	ProgramServices
Management And General	1047	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	28000	Total
Program Services	22960	ProgramServices
Management And General	5040	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	84579	Total
Program Services	84579	ProgramServices

Travel Travel

Field	Value	IRS element (for citing)
Total	41460	Total
Program Services	33997	ProgramServices
Management And General	7463	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	11581	Total
Program Services	9496	ProgramServices
Management And General	2085	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	64509	Total
Management And General	64509	ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
CONTRACTED SERVICES	175676	144054	31622
MAINE SERVICE PROVIDER TA	155650	155650
UTILITIES	110900	90938	19962
SUPPLIES	94312	77336	16976
FOOD	91548	75069	16479

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	179367	Total
Program Services	149156	ProgramServices
Management And General	30211	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	3255663	Total
Program Services	2662062	ProgramServices
Management And General	593601	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	103986	BOY
EOY	241770	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	857826	BOY
EOY	489968	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	34101	BOY
EOY	11402	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	1986740	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	686023	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	1345233	BOY
EOY	1300717	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	3154	BOY
EOY	3973	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	2344300	BOY
EOY	2047830	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	979433	BOY
EOY	992229	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	23333	BOY
EOY	12480	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	155686	BOY
EOY	150681	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	420741	BOY
EOY	425152	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	1579193	BOY
EOY	1580542	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	765107	BOY
EOY	467288	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	765107	BOY
EOY	467288	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	2344300	BOY
EOY	2047830	EOY

Field	Value	IRS element (for citing)
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	3029566	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	3175451	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	3197587	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	3364647	CurrentTaxYearMinus1Year
Current Tax Year	3407232	CurrentTaxYear
Total	16174483	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	3029566	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	3175451	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	3197587	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	3364647	CurrentTaxYearMinus1Year
Current Tax Year	3407232	CurrentTaxYear
Total	16174483	Total

Field	Value	IRS element (for citing)
Public Support Total170	16174483	PublicSupportTotal170
Total Support	16174483	TotalSupport
Gross Receipts From Admissions Etc	1862678	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	1.00000	PublicSupportPertcentage170
Public Support Pertcent Prior Year	1.00000	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Disclosed Orgs Legal Control	false	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	false	DisclosedForCharitablePurposes
Written Policy Monitoring	false	WrittenPolicyMonitoring
Sect170h Requirements Satisfied	false	Sect170hRequirementsSatisfied
Solicited Assets For Sale	false	SolicitedAssetsForSale
Agent Trustee Etc	false	AgentTrusteeEtc
Included On FS	false	IncludedOnFS
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	118800	OtherCostOrOtherBasis
Book Value	118800	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	118800	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
DUE TO RELATED ENTITY	$404,757
CLIENT ESCROW	$20,395

Field	Value	IRS element (for citing)
Total Of Amounts	425152	TotalOfAmounts

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ALL OTHER ACHIEVEMENTS DESCRIPTION	FORM 990, PAGE 2, PART III, LINE 4D	IN-PATIENT DETOXIFICATION, LONG TERM CARE AND EMERGENCY SHORT TERM SHELTER FOR HOMELESS ALCOHOLICS.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11	NO REVIEW WAS OR WILL BE CONDUCTED.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	NO DOCUMENTS AVAILABLE TO THE PUBLIC