Civic Intelligence

Milestones Foundation

990 • Fiscal year 2019 • EIN 20-1026414

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 25, 2019

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

46th percentile

0.02x

Higher debt load relative to assets than 46% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

79th percentile

0.26x

Higher debt load relative to revenue than 79% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

98th percentile

89%

Higher net margin than 98% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

60th percentile

7.2%

Faster asset growth than 60% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

48th percentile

3.0%

Faster revenue growth than 48% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$718,207

Up $48,444 (+7.2%) from 2018

Net Assets

Up

$704,120

Up $48,747 (+7.4%) from 2018

Liabilities

Down

$14,087

Down $303 (-2.1%) from 2018

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin98th percentile

Revenue

Up

$54,747

Up $1,571 (+3.0%) from 2018

Expenses

Down

$6,000

Down $707 (-11%) from 2018

Net Income

Up

$48,747

Up $2,278 (+4.9%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2019

Assets$718,207
Liabilities$14,087
Net Assets$704,120
Open 2019 Filing

Operations Trend

Revenue Growth48th 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

2019

Revenue$54,747
Expenses$6,000
Net Income$48,747
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 25, 2019
Return Version
2018v3.1
Gross Receipts
$98,315
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$654,373$703,120▲ $48,747
Land, Buildings, and Equipment, Net$574,113$555,130▼ $18,983
Cash and Non-Interest-Bearing Accounts$95,650$163,077▲ $67,427
Cap Stk Tr Prin Current Funds$1,000$1,000→ $0
Total Assets$669,763$718,207▲ $48,444
Liabilities
Other Liabilities$14,155$14,087▼ $68
Accounts Payable and Accrued Expenses$235--
Total Liabilities$14,390$14,087▼ $303
Net Assets / Fund Balance
Total Net Assets Fund Balance$655,373$704,120▲ $48,747
Total Liabilities and Net Assets / Fund Balance$669,763$718,207▲ $48,444

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$311,114$175,418$486,532
Land$208,352-$208,352
Leasehold Improvements$35,664$14,419$50,083
Equipment-$50,000$50,000
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Stephen SwisherChairman
Bob HowardDirector
Christy DavisDirector
Linda RubeyDirector
Liz SherwinDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$54,747
Change in Net Assets
$48,747
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,000
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$6,000--$6,000
Total Functional Expenses$6,000$0$0$6,000
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Milestones Area Agency on AgingOttumwa, IA501c3General Support$6,000
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
Due to Milestones$6,000
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
5633249085
Address
935 E 53RD STREET, DAVENPORT, IA 52807

Signing Officer

Name
Stephen Swisher
Title
Chairman
Phone
6416822270
Signed
2019-11-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Swisher
Formed
2004
Legal Domicile
Ia
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
4

Preparer

Firm
Tdt Cpas and Advisors Pc
Address
1245 JORDAN CREEK PKWY SUITE 100, WEST DES MOINES, IA 50266-2300
Preparer
Dan Montgomery CPA
Phone
5156575800
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 Appendix366 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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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/ExplanationTxt1AVIALABLE UPON REQUEST
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0true
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt096000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt16000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MILESTONES AREA AGENCY ON AGING
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0718207
IRS990/TotalAssetsGrp/BOYAmt0669763
IRS990/TotalAssetsGrp/EOYAmt0718207
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06000
IRS990/TotalFunctionalExpensesGrp/TotalAmt06000
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt014390
IRS990/TotalLiabilitiesEOYAmt014087
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IRS990/TotalLiabilitiesGrp/EOYAmt014087
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0704120
IRS990/TotalProgramServiceExpensesAmt06000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt054747
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt054747
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0718207
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0DAVENPORT
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IRS990/USAddress/ZIPCd052807
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN SWISHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06416822270
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILESTONES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MILE
ReturnHeader/Filer/EIN0201026414
ReturnHeader/Filer/PhoneNum05633249085
ReturnHeader/Filer/USAddress/AddressLine1Txt0935 E 53RD STREET
ReturnHeader/Filer/USAddress/CityNm0DAVENPORT
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D51795C1AF96A5AFCB19896A9CFBB9872EBCF114
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02019-12-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:20:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421029744
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TDT CPAS AND ADVISORS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01245 JORDAN CREEK PKWY SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0502662300
ReturnHeader/PreparerPersonGrp/PhoneNum05156575800
ReturnHeader/PreparerPersonGrp/PreparationDt02019-12-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAN MONTGOMERY CPA
ReturnHeader/ReturnTs02019-12-18T09:20:46-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$718,207
Liabilities
$14,087
Net assets
$704,120
Revenue
$54,747
Expenses
$6,000
Net income
$48,747
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