Civic Intelligence

Milestones Foundation

990 • Fiscal year 2023 • EIN 20-1026414

Jul 01, 2022 to Jun 30, 2023 • Filed on May 13, 2024

Organization ProfileN/A
935 E 53rd StreetDavenport, IA 52807

(563) 324-9085

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

45th percentile

0.01x

Higher debt load relative to assets than 45% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

78th percentile

0.22x

Higher debt load relative to revenue than 78% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

51st percentile

4.3%

Faster asset growth than 51% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

158%

Faster revenue growth than 94% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$833,974

Up $34,446 (+4.3%) from 2022

Net Assets

Up

$826,365

Up $34,446 (+4.3%) from 2022

Liabilities

Flat

$7,609

Flat from 2022

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin100th percentile

Revenue

Up

$34,446

Up $21,116 (+158%) from 2022

Expenses

Flat

$0

Flat from 2022

Net Income

Up

$34,446

Up $21,116 (+158%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $608,251Liabilities 2011: $306,490Net Assets 2011: $301,7612011Assets 2012: $618,593Liabilities 2012: $263,261Net Assets 2012: $355,3322012Assets 2013: $635,358Liabilities 2013: $220,820Net Assets 2013: $414,5382013Assets 2014: $662,298Liabilities 2014: $187,100Net Assets 2014: $475,1982014Assets 2015: $687,729Liabilities 2015: $151,244Net Assets 2015: $536,4852015Assets 2016: $696,134Liabilities 2016: $119,932Net Assets 2016: $576,2022016Assets 2017: $679,540Liabilities 2017: $70,636Net Assets 2017: $608,9042017Assets 2018: $669,763Liabilities 2018: $14,390Net Assets 2018: $655,3732018Assets 2019: $718,207Liabilities 2019: $14,087Net Assets 2019: $704,1202019Assets 2020: $741,976Liabilities 2020: $8,087Net Assets 2020: $733,8892020Assets 2021: $786,676Liabilities 2021: $8,087Net Assets 2021: $778,5892021Assets 2022: $799,528Liabilities 2022: $7,609Net Assets 2022: $791,9192022Assets 2023: $833,974Liabilities 2023: $7,609Net Assets 2023: $826,3652023Assets 2024: $850,535Liabilities 2024: $0Net Assets 2024: $850,5352024

Highlighted filing

2023

Assets$833,974
Liabilities$7,609
Net Assets$826,365
Open 2023 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0Revenue 2011: $92,000Expenses 2011: $46,350Net Income 2011: $45,6502011Expenses 2012: $42,4292012Revenue 2013: $96,000Expenses 2013: $36,794Net Income 2013: $59,2062013Revenue 2014: $60,660Expenses 2014: $0Net Income 2014: $60,6602014Revenue 2015: $61,287Expenses 2015: $0Net Income 2015: $61,2872015Revenue 2016: $44,717Expenses 2016: $5,000Net Income 2016: $39,7172016Revenue 2017: $54,202Expenses 2017: $21,500Net Income 2017: $32,7022017Revenue 2018: $53,176Expenses 2018: $6,707Net Income 2018: $46,4692018Revenue 2019: $54,747Expenses 2019: $6,000Net Income 2019: $48,7472019Revenue 2020: $29,769Expenses 2020: $0Net Income 2020: $29,7692020Revenue 2021: $44,700Expenses 2021: $0Net Income 2021: $44,7002021Revenue 2022: $13,330Expenses 2022: $0Net Income 2022: $13,3302022Revenue 2023: $34,446Expenses 2023: $0Net Income 2023: $34,4462023Revenue 2024: $18,285Expenses 2024: $0Net Income 2024: $18,2852024

Highlighted filing

2023

Revenue$34,446
Expenses$0
Net Income$34,446
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 13, 2024
Return Version
2022v5.0
Gross Receipts
$96,339
Mission and Program Overview

Mission

To support milestones area agency on aging, a 501c3 organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$790,919$825,365▲ $34,446
Land, Buildings, and Equipment, Net$504,540$581,035▲ $76,495
Cash and Non-Interest-Bearing Accounts$292,992$250,943▼ $42,049
Cap Stk Tr Prin Current Funds$1,000$1,000→ $0
Prepaid Expenses and Deferred Charges$69$69→ $0
Total Assets$799,528$833,974▲ $34,446
Other Assets Total$1,927$1,927→ $0
Liabilities
Other Liabilities$7,609$7,609→ $0
Total Liabilities$7,609$7,609→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$791,919$826,365▲ $34,446
Total Liabilities and Net Assets / Fund Balance$799,528$833,974▲ $34,446

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$363,045$226,053$589,098
Land$208,352-$208,352
Leasehold Improvements$9,638$40,445$50,083
Equipment-$50,000$50,000
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Linda RubeyChairperson
Liz SherwinDirector
Peggy DykesDirector
Stephen SwisherDirector
Terry WilsonDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$34,446
Change in Net Assets
$34,446
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Milestones$7,609
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“A draft of the form 990 is presented to the ceo/coo of milestones area agency on aging (the supported organization). Upon approval, a filed draft of the form 990 is prepared and submitted to the board prior to filing.”

Form 990, Page 6, Part VI, Line 19

“AVIALABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Milestones Foundation
EIN
20-1026414
Phone
5633249085
Address
935 E 53RD STREET, DAVENPORT, IA 52807

Signing Officer

Name
Peggy Dykes
Title
Director
Phone
5634843147
Signed
2024-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Rubey
Formed
2004
Legal Domicile
Ia
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Forge Financial & Management Consulting
Address
1245 JORDAN CREEK PKWY STE 100, WEST DES MOINES, IA 50266-2343
Preparer
Dan Montgomery CPA
Phone
5156203050
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The foundation is 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 foundations' tax exempt purpose is subject to taxation as unrelated business income. The foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix333 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$833,974
Liabilities
$7,609
Net assets
$826,365
Revenue
$34,446
Expenses
$0
Net income
$34,446
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.51$0.00$8.51$0.18$0.00$0.18
2023Detailed filing. Detailed filing data is available for this year.$8.34$0.08$8.26$0.34$0.00$0.34
2022Detailed filing. Detailed filing data is available for this year.$8.00$0.08$7.92$0.13$0.00$0.13
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.87$0.08$7.79$0.45$0.00$0.45
2020Detailed filing. Detailed filing data is available for this year.$7.42$0.08$7.34$0.30$0.00$0.30
2019Detailed filing. Detailed filing data is available for this year.$7.18$0.14$7.04$0.55$0.06$0.49
2018Detailed filing. Detailed filing data is available for this year.$6.70$0.14$6.55$0.53$0.07$0.46
2017Detailed filing. Detailed filing data is available for this year.$6.80$0.71$6.09$0.54$0.22$0.33
2016Detailed filing. Detailed filing data is available for this year.$6.96$1.20$5.76$0.45$0.05$0.40
2015Detailed filing. Detailed filing data is available for this year.$6.88$1.51$5.36$0.61$0.00$0.61
2014Summary only. Only limited summary data is available for this year.$6.62$1.87$4.75$0.61$0.00$0.61
2013Summary only. Only limited summary data is available for this year.$6.35$2.21$4.15$0.96$0.37$0.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.19$2.63$3.55$0.42
2011Summary only. Only limited summary data is available for this year.$6.08$3.06$3.02$0.92$0.46$0.46