Civic Intelligence

Milestones Foundation

990 • Fiscal year 2017 • EIN 20-1026414

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 10, 2017

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

63rd percentile

0.10x

Higher debt load relative to assets than 63% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

92nd percentile

1.30x

Higher debt load relative to revenue than 92% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

31st percentile

-2.4%

Faster asset growth than 31% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

72nd percentile

21%

Faster revenue growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$679,540

Down $16,594 (-2.4%) from 2016

Net Assets

Up

$608,904

Up $32,702 (+5.7%) from 2016

Liabilities

Down

$70,636

Down $49,296 (-41%) from 2016

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin94th percentile

Revenue

Up

$54,202

Up $9,485 (+21%) from 2016

Expenses

Up

$21,500

Up $16,500 (+330%) from 2016

Net Income

Down

$32,702

Down $7,015 (-18%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2017

Assets$679,540
Liabilities$70,636
Net Assets$608,904
Open 2017 Filing

Operations Trend

Revenue Growth72nd 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

2017

Revenue$54,202
Expenses$21,500
Net Income$32,702
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$96,000
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$575,202$607,904▲ $32,702
Land, Buildings, and Equipment, Net$563,840$593,095▲ $29,255
Cash and Non-Interest-Bearing Accounts$132,294$86,445▼ $45,849
Cap Stk Tr Prin Current Funds$1,000$1,000→ $0
Total Assets$696,134$679,540▼ $16,594
Liabilities
Mortgage Notes Payable Secured by Investment Property$101,415$62,282▼ $39,133
Other Liabilities$8,087$8,087→ $0
Accounts Payable and Accrued Expenses$10,430$267▼ $10,163
Total Liabilities$119,932$70,636▼ $49,296
Net Assets / Fund Balance
Total Net Assets Fund Balance$576,202$608,904▲ $32,702
Total Liabilities and Net Assets / Fund Balance$696,134$679,540▼ $16,594

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$336,064$150,468$486,532
Land$208,352-$208,352
Leasehold Improvements$48,679$1,404$50,083
Equipment-$50,000$50,000
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$54,202
Change in Net Assets
$32,702
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$21,500
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$21,500--$21,500
Total Functional Expenses$21,500$0$0$21,500
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Milestones Area Agency on AgingOttumwa, IA501c3General Support$21,500
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
Security Deposit$8,087
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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
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
6416822270
Address
623 PENNSYLVANIA AVENUE, OTTUMWA, IA 52501

Signing Officer

Name
Steve Swisher
Title
Chairman
Phone
6416822270
Signed
2017-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Swisher
Formed
2004
Legal Domicile
Ia
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Td&t Cpas and Advisors Pc
Address
1700 42ND ST NE, CEDAR RAPIDS, IA 52402
Preparer
Amanda L Lane CPA
Phone
3193932374
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“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.”

Raw XML Appendix355 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/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.
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION WORKS CLOSELY WITH THE SUPPORTED ORGANIZATION AND REVIEWS THE USE OF GRANT FUNDS ON A CONSISTENT BASIS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVIALABLE UPON REQUEST
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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/RentalOfFacilitiesToOthOrgInd0true
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt096000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt121500
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MILESTONES AREA AGENCY ON AGING
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1MILESTONES AREA AGENCY ON AGING
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0J
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1B
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0696134
IRS990/TotalAssetsEOYAmt0679540
IRS990/TotalAssetsGrp/BOYAmt0696134
IRS990/TotalAssetsGrp/EOYAmt0679540
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt021500
IRS990/TotalFunctionalExpensesGrp/TotalAmt021500
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0119932
IRS990/TotalLiabilitiesEOYAmt070636
IRS990/TotalLiabilitiesGrp/BOYAmt0119932
IRS990/TotalLiabilitiesGrp/EOYAmt070636
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0576202
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0608904
IRS990/TotalProgramServiceExpensesAmt021500
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt054202
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt054202
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0696134
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0679540
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0623 PENNSYLVANIA AVENUE
IRS990/USAddress/CityNm0OTTUMWA
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052501
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE SWISHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06416822270
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-10
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0E8853820BC97883E6A715588E1E70A1C8EBEA6EE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0250421F0F7944D2F1B5D744DAA01AB73C0BFE177
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421029744
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TD&T CPAS AND ADVISORS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01700 42ND ST NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052402
ReturnHeader/PreparerPersonGrp/PhoneNum03193932374
ReturnHeader/PreparerPersonGrp/PreparationDt02017-12-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA L LANE CPA
ReturnHeader/ReturnTs02017-12-14T09:38:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$679,540
Liabilities
$70,636
Net assets
$608,904
Revenue
$54,202
Expenses
$21,500
Net income
$32,702
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