MILESTONES AREA AGENCY ON AGING: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MILESTONES AREA AGENCY ON AGING (EIN 42-1321239)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202611359349305141
- Schema version
- 2024v5.5
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T10:46:02-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471019942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREATIVE PLANNING TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E PARK AVE STE 300 | AddressLine1Txt |
| City | WATERLOO | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421321239 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILESTONES AREA AGENCY ON AGING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILE | BusinessNameControlTxt |
| Phone | 5633249085 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4440 N BRADY STREET | AddressLine1Txt |
| City | DAVENPORT | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52806 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA MILLER | PersonNm |
| Person Title | BOARD CHAIR | PersonTitleTxt |
| Phone | 5633249085 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN ARONSON | PreparerPersonNm |
| PTIN | P01425251 | PTIN |
| Phone | 3192346885 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | LINDA MILLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4440 N BRADY STREET | AddressLine1Txt |
| City | DAVENPORT | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,892,042 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MILESTONESAAA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE PROGRAMS AND SERVICES TO HELP OLDER IOWANS LIVE SAFELY AND INDEPENDENTLY AT HOME. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 141 | TotalEmployeeCnt |
| Total Volunteers | 232 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,594,175 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,163,108 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $646,976 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $661,325 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,606 | PYInvestmentIncomeAmt |
| CY Investment Income | -$6,526 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,198 | PYOtherRevenueAmt |
| CY Other Revenue | $34,658 | CYOtherRevenueAmt |
| PY Total Revenue | $5,259,955 | PYTotalRevenueAmt |
| CY Total Revenue | $5,852,565 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,095,354 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,757,561 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,385,251 | PYOtherExpensesAmt |
| CY Other Expenses | $2,713,432 | CYOtherExpensesAmt |
| PY Total Expenses | $6,480,605 | PYTotalExpensesAmt |
| CY Total Expenses | $5,470,993 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,220,650 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $381,572 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $560,635 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,223,544 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,108,174 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,389,510 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$547,539 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$165,966 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MILESTONES IS DEDICATED TO BEING THE PREMIER ORGANIZATION FOR ASSISTING OLDER IOWANS, ADULTS WITH DISABILITIES AND THEIR FAMILY CAREGIVERS TO IDENTIFY AND ACCESS THE SERVICES AND RESOURCES NEEDED TO REMAIN INDEPENDENT AND SELF-SUFFICIENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,396,224 | ExpenseAmt |
| Revenue | $695,983 | RevenueAmt |
| Desc | HOME-DELIVERED AND CONGREGATE MEALS ARE AMONG THE AGENCY'S CORE SERVICES. THE HOME-DELIVERED NUTRITION PROGRAM IS DESIGNED FOR HOMEBOUND INDIVIDUALS AND PROVIDES A FRIENDLY CHECK-IN BY MEAL DELIVERY DRIVERS. CONGREGATE MEALS ARE PROVIDED AT NEIGHBORHOOD MEAL SITES TO OFFER A HOT MEAL MEETING NUTRITIONAL GUIDELINES AND FACILITATE SOCIALIZATION TO REDUCE ISOLATION. NUTRITION EDUCATION, HEALTH PROMOTION ACTIVITY, EDUCATIONAL PRESENTATIONS, VARIOUS HEALTH SCREENINGS, AND SOCIAL ACTIVITIES ARE ALSO ROUTINELY PROVIDED. OLDER AMERICANS ACT NUTRITION PROGRAMS ARE AVAILABLE TO PERSONS AGE 60+ AND THEIR SPOUSES OF ANY AGE. EVIDENCE-BASED HEALTH PROMOTION PROGRAMS OFFER CLASSES, INFORMATION, AND RESOURCES TARGETED TO PREVENT DEBILITATING FALLS AND INCREASING WELL-BEING AMONG OLDER CONSUMERS SO THEY CAN LIVE SAFELY AND INDEPENDENTLY AT HOME. THE MILESTONES NUTRITION PROGRAM SERVED 17,791 CONSUMERS A TOTAL OF 261,824 MEALS IN SFY 2025. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,590,354 | ExpenseAmt |
| Desc | AGENCY SERVICES TO PROMOTE INDEPENDENCE AND ASSISTANCE FOR THE GENERAL AGING POPULATION ARE CENTERED ON CORE AGING AND DISABILITIES RESOURCES, SUCH AS INFORMATION & ASSISTANCE VIA TOLL-FREE LINE, PERSON-CENTERED SHORT-TERM OPTIONS COUNSELING, AND CASE MANAGEMENT FOR LONGER-TERM ASSISTANCE DELIVERED BY TRAINED CARE MANAGERS. INFORMATION & SERVICE ASSISTANCE PROGRAMS ALSO INCLUDE CAREGIVER SERVICES AND SUPPORT; ELDER ABUSE PREVENTION AND AWARENESS, WHICH INCLUDES COMMUNITY EDUCATION TO PREVENT, INTERVENE, DETECT, AND REPORT ELDER ABUSE, NEGLECT, AND FINANCIAL EXPLOITATION; AND CONTRACTED HOME AND COMMUNITY-BASED SERVICES TO SUPPORT SAFETY AND DIGNITY FOR AGING IN PLACE, SUCH AS HOMEMAKER, TRANSPORTATION, PERSONAL CARE, AND EMERGENCY RESPONSE SYSTEMS. IN SFY 25, 4,176 CONSUMERS RECEIVED 27,958 UNITS OF SERVICE THROUGH MILESTONES SERVICE ASSISTANCE PROGRAMS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $91,182 | ExpenseAmt |
| Desc | MILESTONES AAA IS A MULTI-SERVICE AGENCY. THE FIRST POINT OF ACCESS TO ASSISTANCE IS TYPICALLY A CALL TO THE TOLL-FREE NUMBER STAFFED BY TRAINED SPECIALISTS. INFORMATION & ASSISTANCE IS NAVIGATION THAT CONNECTS PEOPLE TO RESOURCES, REFERRALS, AND CRITICAL LINKAGE TO MEET THE NEEDS OF OLDER ADULTS AND THEIR CAREGIVERS. IN SFY 2025, MILESTONES'S INFORMATION & ASSISTANCE RESOURCE NAVIGATORS RESPONDED TO 3,506 CALLS FROM 4,346 CONSUMERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,077,760 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 141 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5633249085 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4440 N BRADY STREET | AddressLine1Txt |
| City | DAVENPORT | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52806 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| TERRY WILSON | |||||||
| BOARD CHAIR | 1.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PEGGY FISCHER | |||||||
| VICE CHAIR | 0.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEPHEN SWISHER | |||||||
| SECRETARY/TREASURER | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JULIE SCHILLING | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SHARI WILSON | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN LEUTHAUSER | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL EARNHARDT | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BECKY PASSMAN | |||||||
| EXECUTIVE DIRECTOR (END 1/26) | 40.00 | 0.00 | Yes (X) | $78,563 | $0 | $20,176 | |
| STEPHANIE NEWTON | |||||||
| FISCAL OFFICER | 40.00 | 0.00 | Yes (X) | $62,774 | $0 | $16,739 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $141,337 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $36,915 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXO INC | |||||
| 518 W LOCUST ST | DAVENPORT | IA | 52803 | MEALS FOR SENIORS | $489,535 |
| PURFOODS LLC (MOMS MEALS) | |||||
| 3210 SE CORPORATE WOODS DR | ANKENY | IA | 50021 | MEALS FOR SENIORS | $253,541 |
| ELIOR (TRIO) | |||||
| 3624 BLACKHAWK RD | ROCK ISLAND | IL | 61201 | HDM/CONGREGATE MEALS | $205,649 |
| US FOODS | |||||
| PO BOX 310347 | DES MOINES | IA | 50031 | FOOD FOR MEAL SITES | $204,466 |
| TRINITY SERVICES GROUP | |||||
| 477 COMMERCE BLVD | OLDSMAR | FL | 34677 | FOOD SERVICES | $136,045 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $930,548 | RelatedOrganizationsAmt |
| Government Grants | $4,175,360 | GovernmentGrantsAmt |
| All Other Contributions | $57,200 | AllOtherContributionsAmt |
| Total Contributions | $5,163,108 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONGREGATE/HOME DELIVE | Desc |
| Business | 624210 | BusinessCd |
| Total Revenue Column | $661,325 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $661,325 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $661,325 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38 | TotalRevenueColumnAmt |
| Exclusion | $38 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $32,913 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $39,477 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$6,564 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,564 | TotalRevenueColumnAmt |
| Exclusion | -$6,564 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,658 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,658 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $34,658 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,852,565 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $695,983 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$6,526 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,421 | TotalAmt |
| Management And General | $178,421 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,907,334 | TotalAmt |
| Program Services | $1,851,347 | ProgramServicesAmt |
| Management And General | $55,987 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,897 | TotalAmt |
| Program Services | $172,175 | ProgramServicesAmt |
| Management And General | $11,722 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,548 | TotalAmt |
| Program Services | $303,159 | ProgramServicesAmt |
| Management And General | $12,389 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,361 | TotalAmt |
| Program Services | $155,125 | ProgramServicesAmt |
| Management And General | $17,236 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,964 | TotalAmt |
| Management And General | $1,964 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,000 | TotalAmt |
| Management And General | $46,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,749,558 | TotalAmt |
| Program Services | $1,749,558 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,142 | TotalAmt |
| Program Services | $4,628 | ProgramServicesAmt |
| Management And General | $514 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,493 | TotalAmt |
| Program Services | $40,043 | ProgramServicesAmt |
| Management And General | $4,450 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,209 | TotalAmt |
| Program Services | $164,887 | ProgramServicesAmt |
| Management And General | $18,322 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,698 | TotalAmt |
| Program Services | $58,228 | ProgramServicesAmt |
| Management And General | $6,470 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,154 | TotalAmt |
| Program Services | $13,639 | ProgramServicesAmt |
| Management And General | $1,515 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,101 | TotalAmt |
| Program Services | $67,591 | ProgramServicesAmt |
| Management And General | $7,510 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD & KITCHEN SUPPLIES | $285,478 | $271,204 | $14,274 |
| REPAIRS/MAINTENANCE | $86,966 | $78,269 | $8,697 |
| SERVICE ORDERS | $83,880 | $83,880 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,789 | TotalAmt |
| Program Services | $64,027 | ProgramServicesAmt |
| Management And General | $7,762 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,470,993 | TotalAmt |
| Program Services | $5,077,760 | ProgramServicesAmt |
| Management And General | $393,233 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,493 | BOYAmt |
| EOY | $689,145 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,383 | BOYAmt |
| EOY | $209 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,057 | BOYAmt |
| EOY | $153,339 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,878 | BOYAmt |
| EOY | $21,189 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,692 | BOYAmt |
| EOY | $23,966 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $256,515 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $254,216 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,928 | BOYAmt |
| EOY | $2,299 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,204 | BOYAmt |
| EOY | $333,397 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $560,635 | BOYAmt |
| EOY | $1,223,544 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $465,227 | BOYAmt |
| EOY | $868,850 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $332,516 | BOYAmt |
| EOY | $186,318 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,431 | BOYAmt |
| EOY | $334,342 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,108,174 | BOYAmt |
| EOY | $1,389,510 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$582,164 | BOYAmt |
| EOY | -$191,691 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,625 | BOYAmt |
| EOY | $25,725 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$547,539 | BOYAmt |
| EOY | -$165,966 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $560,635 | BOYAmt |
| EOY | $1,223,544 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $381,572 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,435,235 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,687,841 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,846,760 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,594,175 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,163,108 | CurrentTaxYearAmt |
| Total | $27,727,119 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,435,235 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,687,841 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,846,760 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,594,175 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,163,108 | CurrentTaxYearAmt |
| Total | $27,727,119 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $27,727,119 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $118 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $972 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,010 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,730 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38 | CurrentTaxYearAmt |
| Total | $4,868 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $8,198 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,658 | CurrentTaxYearAmt |
| Total | $42,856 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $27,774,843 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,596,121 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99830 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99950 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2023 AMOUNT: $ 8,198. 2024 AMOUNT: $ 34,658. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $256,515 | OtherCostOrOtherBasisAmt |
| Depreciation | $254,216 | DepreciationAmt |
| Book Value | $2,299 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,299 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE ASSETS | Desc |
| Book Value | $333,397 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $333,397 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $334,342 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $334,342 | TotalLiabilityAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE 990 IS PRESENTED TO THE FISCAL DIRECTOR. UPON APPROVAL, A FINAL DRAFT OF THE FORM 990 IS PREPARED AND SUBMITTED TO THE ENTIRE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, 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, PART VI, SECTION B, LINE 15 | PERIODICALLY WAGE SURVEYS AND 990S OF COMPARABLE AGENCIES ARE REVIEWED TO COMPARE EXECUTIVE COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 126,144. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 126,144. CONTRACTUAL: PROGRAM SERVICE EXPENSES 1,623,414. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,623,414. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILESTONES FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4440 N BRADY STREET | AddressLine1Txt |
| City | DAVENPORT | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201026414 | EIN |
| Primary Activities | RENTAL | PrimaryActivitiesTxt |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12B, II | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILESTONES AREA AGENCY ON AGING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MILESTONES FOUNDATION | ||
| C | $645,548 | CASH PAID UPON LIQUIDATION |
| MILESTONES FOUNDATION | ||
| E | $285,000 | FORGIVENESS OF DEBT |