Civic Intelligence

Milestones Foundation

990 • Fiscal year 2015 • EIN 20-1026414

Jul 01, 2014 to Jun 30, 2015 • Filed on Dec 04, 2015

Organization ProfileN/A
623 Pennsylvania AvenueOttumwa, IA 52501

(641) 682-2270

Siviq Scores

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

Liabilities / Assets

71st percentile

0.22x

Higher debt load relative to assets than 71% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

94th percentile

2.47x

Higher debt load relative to revenue than 94% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

58th percentile

3.8%

Faster asset growth than 58% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

45th percentile

1.0%

Faster revenue growth than 45% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$687,729

Up $25,431 (+3.8%) from 2014

Net Assets

Up

$536,485

Up $61,287 (+13%) from 2014

Liabilities

Down

$151,244

Down $35,856 (-19%) from 2014

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin100th percentile

Revenue

Up

$61,287

Up $627 (+1.0%) from 2014

Expenses

Flat

$0

Flat from 2014

Net Income

Up

$61,287

Up $627 (+1.0%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2015

Assets$687,729
Liabilities$151,244
Net Assets$536,485
Open 2015 Filing

Operations Trend

Revenue Growth45th 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

2015

Revenue$61,287
Expenses$0
Net Income$61,287
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Dec 4, 2015
Return Version
2014v5.0
Gross Receipts
$96,241
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$568,263$569,366▲ $1,103
Rtn Earn Endowment Incm Other Fnds$474,198$535,485▲ $61,287
Cash and Non-Interest-Bearing Accounts$94,035$118,333▲ $24,298
Cap Stk Tr Prin Current Funds$1,000$1,000→ $0
Accounts Receivable-$30-
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$662,298$687,729▲ $25,431
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$173,972$138,603▼ $35,369
Other Liabilities$8,087$8,087→ $0
Accounts Payable and Accrued Expenses$5,041$4,554▼ $487
Total Liabilities$187,100$151,244▼ $35,856
Net Assets / Fund Balance
Total Net Assets Fund Balance$475,198$536,485▲ $61,287
Total Liabilities and Net Assets / Fund Balance$662,298$687,729▲ $25,431

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$361,014$125,518$486,532
Land$208,352-$208,352
Equipment-$50,000$50,000
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Steve SwisherChairman
Christy DavisVice Chairperso
Bob HowardDirector
Janice BeckerDirector
Lee McclureDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$241
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$61,046
All Other Contributions
$241
Change in Net Assets
$61,287
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit$8,087
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“A draft of the Form 990 is presented to the CEO/COO of Milestones Foundation. Upon approval a filed draft of the Form 990 is prepared and submitted to the IRS. A final copy is provided to Milestones AAA.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“AVIALABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Milestones Foundation
EIN
20-1026414
Phone
6416822270
Address
623 PENNSYLVANIA AVENUE, OTTUMWA, IA 52501

Signing Officer

Name
Steve Swisher
Title
Chairman
Signed
2015-12-04
Discuss with paid preparer
Yes

Organization Details

Formed
2004
Legal Domicile
Ia
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
TD&T CPAs and Advisors PC
Address
101 W Van Buren, Centerville, IA 52544
Preparer
Mark R Lechtenberg
Phone
6414374296
Supplemental Narrative

Financial Statement Notes

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.”

Raw XML Appendix392 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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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0125518
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0486532
IRS990ScheduleD/EquipmentGrp/DepreciationAmt050000
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt050000
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0208352
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0208352
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08087
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSIT
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0569366
IRS990ScheduleD/TotalLiabilityAmt08087
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A draft of the Form 990 is presented to the CEO/COO of Milestones Foundation. Upon approval a filed draft of the Form 990 is prepared and submitted to the IRS. A final copy is provided to Milestones AAA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVIALABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MILESTONES AREA AGENCY ON AGING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0421321239
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SERVICES TO ELDERLY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0PC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0623 PENNSYLVANIA AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OTTUMWA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd052501
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0662298
IRS990/TotalAssetsEOYAmt0687729
IRS990/TotalAssetsGrp/BOYAmt0662298
IRS990/TotalAssetsGrp/EOYAmt0687729
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0241
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt00
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0187100
IRS990/TotalLiabilitiesEOYAmt0151244
IRS990/TotalLiabilitiesGrp/BOYAmt0187100
IRS990/TotalLiabilitiesGrp/EOYAmt0151244
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0475198
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0536485
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt061046
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt061287
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0662298
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0687729
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE SWISHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILESTONES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MILE
ReturnHeader/Filer/EIN0201026414
ReturnHeader/Filer/PhoneNum06416822270
ReturnHeader/Filer/USAddress/AddressLine1Txt0623 PENNSYLVANIA AVENUE
ReturnHeader/Filer/USAddress/CityNm0OTTUMWA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052501
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TD&T CPAs and Advisors PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 W Van Buren
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Centerville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052544
ReturnHeader/PreparerPersonGrp/PhoneNum06414374296
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark R Lechtenberg
ReturnHeader/ReturnTs02015-12-04T14:46:37-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$687,729
Liabilities
$151,244
Net assets
$536,485
Revenue
$61,287
Expenses
$0
Net income
$61,287
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