Civic Intelligence

Milestones Foundation

EIN 20-1026414 • 501(c)3 • Davenport, IA

Profile

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

935 East 53rd StreetDavenport, IA 52807

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

46th percentile

2.0%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-47%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$850,535

Up $16,561 (+2.0%) from 2023

Liabilities

Down

$0

Down $7,609 (-100%) from 2023

Net Assets

Up

$850,535

Up $24,170 (+2.9%) from 2023

Operations
Liabilities / Revenue34th percentileNet Margin100th percentile

Revenue

Down

$18,285

Down $16,161 (-47%) from 2023

Expenses

Flat

$0

Flat from 2023

Net Income

Down

$18,285

Down $16,161 (-47%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$850,535
Liabilities$0
Net Assets$850,535
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$18,285
Expenses$0
Net Income$18,285
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$850,535
Liabilities
$0
Net assets
$850,535
Revenue
$18,285
Expenses
$0
Net income
$18,285
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$96,000
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$581,035$557,645▼ $23,390
Cash and Non-Interest-Bearing Accounts$250,943$42,821▼ $208,122
Prepaid Expenses and Deferred Charges$69$69→ $0
Total Assets$833,974$850,535▲ $16,561
Other Assets Total$1,927$250,000▲ $248,073
Liabilities
Other Liabilities$7,609--
Total Liabilities$7,609$0▼ $7,609
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$826,365$850,535▲ $24,170
Total Net Assets Fund Balance$826,365$850,535▲ $24,170
Total Liabilities and Net Assets / Fund Balance$833,974$850,535▲ $16,561

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$345,107$243,991$589,098
Land$208,352-$208,352
Other Land Buildings$4,186$45,897$50,083
Equipment$0$50,000$50,000
Other Assets Org$250,000--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Linda RubeyChair
Peggy DykesVice Chair
Liz SherwinDirector
Terry WilsonDirector
Stephen SwisherSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$18,285
Change in Net Assets
$18,285
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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, Part VI, Section B, Line 11B

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

Form 990, Part VI, Section B, Line 12C

“Each board member and officer annually signs a conflict of interest statement.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Peggy Dykes
Title
Board Chair
Phone
5633249085
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peggy Dykes
Formed
2004
Legal Domicile
Ia
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Creative Planning Tax LLC
Address
100 E PARK AVE STE 300, WATERLOO, IA 50703
Preparer
Brian Aronson
Phone
3192346885
Raw XML Appendix353 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.

Path#Value
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IRS990/BooksInCareOfDetail/PhoneNum05633249085
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0935 E 53RD STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0DAVENPORT
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
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IRS990/IndoorTanningServicesInd00
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IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
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IRS990/LessRentalExpensesGrp/RealAmt077715
IRS990/LoanOutstandingInd00
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IRS990/LocalChaptersInd00
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH BOARD MEMBER AND OFFICER ANNUALLY SIGNS A CONFLICT OF INTEREST STATEMENT.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DAVENPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd052807
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt096000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH RECEIVED
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MILESTONES AREA AGENCY ON AGING
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0J
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0833974
IRS990/TotalAssetsEOYAmt0850535
IRS990/TotalAssetsGrp/BOYAmt0833974
IRS990/TotalAssetsGrp/EOYAmt0850535
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt00
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07609
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt07609
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0826365
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0850535
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt018285
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt018285
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0833974
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0850535
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0935 EAST 53RD STREET
IRS990/USAddress/CityNm0DAVENPORT
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052807
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PEGGY DYKES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum05633249085
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILESTONES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MILE
ReturnHeader/Filer/EIN0201026414
ReturnHeader/Filer/PhoneNum05633249085
ReturnHeader/Filer/USAddress/AddressLine1Txt0935 EAST 53RD STREET
ReturnHeader/Filer/USAddress/CityNm0DAVENPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052807
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CREATIVE PLANNING TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 E PARK AVE STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WATERLOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050703
ReturnHeader/PreparerPersonGrp/PhoneNum03192346885
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN ARONSON
ReturnHeader/ReturnTs02025-05-15T09:00:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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