Civic Intelligence

Milestone House

990 • Fiscal year 2021 • EIN 33-0530215

Jan 01, 2021 to Dec 31, 2021 • Filed on May 06, 2022

Organization Profilewww.milestonehouse.org
1816 Portofino DriveOceanside, CA 92054

(760) 433-6361

Siviq Scores

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

Liabilities / Assets

86th percentile

0.49x

Higher debt load relative to assets than 86% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

84th percentile

0.47x

Higher debt load relative to revenue than 84% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

39th percentile

6.2%

Higher net margin than 39% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

79th percentile

$73,468

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

21st percentile

-3.0%

Faster asset growth than 21% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

45th percentile

8.3%

Faster revenue growth than 45% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$927,930

Down $28,360 (-3.0%) from 2020

Net Assets

Up

$476,374

Up $59,228 (+14%) from 2020

Liabilities

Down

$451,556

Down $87,588 (-16%) from 2020

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin39th percentile

Revenue

Up

$955,212

Up $73,464 (+8.3%) from 2020

Expenses

Up

$895,984

Up $117,960 (+15%) from 2020

Net Income

Down

$59,228

Down $44,496 (-43%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$1.5M$1.0M$500K$0Assets 2015: $137,483Liabilities 2015: $36,105Net Assets 2015: $101,3782015Assets 2016: $216,968Liabilities 2016: $33,664Net Assets 2016: $183,3042016Assets 2017: $231,400Liabilities 2017: $44,974Net Assets 2017: $186,4262017Assets 2018: $272,073Liabilities 2018: $41,266Net Assets 2018: $230,8072018Assets 2019: $358,540Liabilities 2019: $45,118Net Assets 2019: $313,4222019Assets 2020: $956,290Liabilities 2020: $539,144Net Assets 2020: $417,1462020Assets 2021: $927,930Liabilities 2021: $451,556Net Assets 2021: $476,3742021Assets 2022: $925,476Liabilities 2022: $448,033Net Assets 2022: $477,4432022Assets 2023: $1,031,468Liabilities 2023: $410,678Net Assets 2023: $620,7902023Assets 2024: $867,012Liabilities 2024: $409,669Net Assets 2024: $457,3432024

Highlighted filing

2021

Assets$927,930
Liabilities$451,556
Net Assets$476,374
Open 2021 Filing

Operations Trend

Revenue Growth45th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $624,953Expenses 2015: $538,078Net Income 2015: $86,8752015Revenue 2016: $690,172Expenses 2016: $605,974Net Income 2016: $84,1982016Revenue 2017: $608,303Expenses 2017: $605,181Net Income 2017: $3,1222017Revenue 2018: $683,827Expenses 2018: $639,446Net Income 2018: $44,3812018Revenue 2019: $777,686Expenses 2019: $695,071Net Income 2019: $82,6152019Revenue 2020: $881,748Expenses 2020: $778,024Net Income 2020: $103,7242020Revenue 2021: $955,212Expenses 2021: $895,984Net Income 2021: $59,2282021Revenue 2022: $1,114,028Expenses 2022: $1,112,959Net Income 2022: $1,0692022Revenue 2023: $1,200,863Expenses 2023: $1,057,516Net Income 2023: $143,3472023Revenue 2024: $995,731Expenses 2024: $1,159,178Net Income 2024: -$163,4472024

Highlighted filing

2021

Revenue$955,212
Expenses$895,984
Net Income$59,228
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 6, 2022
Return Version
2021v4.2
Gross Receipts
$955,212
Mission and Program Overview

Mission

Milestone House assists disadvantaged children and young adults, primarily those who come from the foster care system, by creating and implementing innovative programs that provide a variety of need services, including treatment services, education support and preparation for successful transiton to adulthood.

Milestone House offers high quality residential programs designed to prepare at-risk teen girls for independent and productive living. Emphasis is on treatment services provided by in-house and other professionals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$563,142$590,250▲ $27,108
Cash and Non-Interest-Bearing Accounts$310,984$275,573▼ $35,411
Accounts Receivable$80,934$60,529▼ $20,405
Prepaid Expenses and Deferred Charges$1,230$1,578▲ $348
Total Assets$956,290$927,930▼ $28,360
Liabilities
Mortgage Notes Payable Secured by Investment Property$493,339$392,517▼ $100,822
Accounts Payable and Accrued Expenses$45,805$59,039▲ $13,234
Total Liabilities$539,144$451,556▼ $87,588
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$417,146$476,374▲ $59,228
Total Net Assets Fund Balance$417,146$476,374▲ $59,228
Total Liabilities and Net Assets / Fund Balance$956,290$927,930▼ $28,360

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$491,443$18,557$510,000
Equipment$44,677$50,667$95,344
Leasehold Improvements$54,130$9,057$63,187
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Beverly BooneExecutive DirectorFT$73,468$73,468

Board Members and Trustees

NameTitle
Lucy KelleherPresident
Marcy BroweVice President
Darcy WolfeDirector
Kristin BiggsSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$954,453
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$759
All Other Contributions
$25,161
Change in Net Assets
$59,228

Audited Revenue Reconciliation

Revenue per Audited Statements
$955,212
Total Revenue per Audited Statements
$955,212
Total Revenue per Form 990
$955,212
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$606,657
Other Expenses$289,327
Total Fundraising Expense$12,365
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$447,547$11,686-$459,233
Current Officers, Directors, Trustees, and Key Employees-$63,675$9,793$73,468
Payroll Taxes$36,657$6,173$802$43,632
Fees for Services Management$35,470--$35,470
Other Employee Benefits$25,476$4,290$558$30,324
Depreciation Depletion$26,359$280$368$27,007
Insurance$18,668$3,552-$22,220
Other Expenses$14,423$2,429$315$17,167
Fees for Services Accounting-$16,542-$16,542
Interest$12,794$3,623-$16,417
Occupancy$9,330$1,571$204$11,105
Office Expenses$9,127$1,537$200$10,864
Travel$9,999--$9,999
All Other Expenses$3,698$5,765-$9,463
Information Technology$5,683$957$125$6,765
Conferences and Meetings$6,107--$6,107
Advertising-$1,037-$1,037
Total Functional Expenses$760,502$123,117$12,365$895,984

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$895,984
Total Expenses per Audited Statements$895,984
Total Expenses per Form 990$895,984
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
Federal income taxes-
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 12C

“Milestone House maintains and adheres to a written conflict of interest policy. The Directors constantly monitor for any conflict of interest activity. Board Members and Key Employees are covered under the conflict of interest policy. The Board of Directors reviews potential conflicts and determines whehter actual conflicts exist.”

Form 990, Part VI, Line 15A

“Any increases to the Executive Directors salary are examined for appropriateness by the Board of Directors.”

Form 990, Part VI, Line 19

“The governing documents, conflict of interest policy, financial statements, and Form 990 are available to the public by request at the office.”

Filing and Contact Details

Filer

Filer Name
Milestone House
EIN
33-0530215
Phone
7604336361
Address
1816 Portofino Drive, Oceanside, CA 92054

Signing Officer

Name
Beverly Boone
Title
Executive Director
Phone
7604336361
Signed
2022-05-06
Discuss with paid preparer
Yes

Organization Details

Formed
1992
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
55

Preparer

Firm
Munger & Company CPAs
Address
2170 South El Camino Real Suite 217, Oceanside, CA 92054
Preparer
Roland W Munger
Phone
7607308020
Supplemental Narrative

Additional Explanations

Form 990, Part IV, Line 11B

“The Form 990 is presented to the Board of Directors prior to the submission for approval.”

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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0954
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0857
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0341
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02911
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99930
IRS990ScheduleA/PublicSupportPY170Pct00.99940
IRS990ScheduleA/PublicSupportTotal170Amt03917626
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0954453
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0880794
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0776829
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0683486
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0622064
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03917626
IRS990ScheduleA/TotalSupportAmt03920541
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0491443
IRS990ScheduleD/BuildingsGrp/DepreciationAmt018557
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0510000
IRS990ScheduleD/EquipmentGrp/BookValueAmt044677
IRS990ScheduleD/EquipmentGrp/DepreciationAmt050667
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt095344
IRS990ScheduleD/ExpensesSubtotalAmt0895984
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt054130
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt09057
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt063187
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueSubtotalAmt0955212
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0590250
IRS990ScheduleD/TotalExpensesPerForm990Amt0895984
IRS990ScheduleD/TotalRevenuePerForm990Amt0955212
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0955212
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0895984
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is presented to the Board of Directors prior to the submission for approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Milestone House maintains and adheres to a written conflict of interest policy. The Directors constantly monitor for any conflict of interest activity. Board Members and Key Employees are covered under the conflict of interest policy. The Board of Directors reviews potential conflicts and determines whehter actual conflicts exist.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Any increases to the Executive Directors salary are examined for appropriateness by the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The governing documents, conflict of interest policy, financial statements, and Form 990 are available to the public by request at the office.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part IV, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0956290
IRS990/TotalAssetsEOYAmt0927930
IRS990/TotalAssetsGrp/BOYAmt0956290
IRS990/TotalAssetsGrp/EOYAmt0927930
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0954453
IRS990/TotalEmployeeCnt055
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt012365
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0123117
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0760502
IRS990/TotalFunctionalExpensesGrp/TotalAmt0895984
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0539144
IRS990/TotalLiabilitiesEOYAmt0451556
IRS990/TotalLiabilitiesGrp/BOYAmt0539144
IRS990/TotalLiabilitiesGrp/EOYAmt0451556
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0417146
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0476374
IRS990/TotalProgramServiceExpensesAmt0760502
IRS990/TotalReportableCompFromOrgAmt073468
IRS990/TotalRevenueGrp/ExclusionAmt0759
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0955212
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0956290
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0927930
IRS990/TravelGrp/ProgramServicesAmt09999
IRS990/TravelGrp/TotalAmt09999
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01816 Portofino Drive
IRS990/USAddress/CityNm0Oceanside
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092054
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0www.milestonehouse.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Beverly Boone
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum07604336361
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Milestone House
ReturnHeader/Filer/BusinessNameControlTxt0MILE
ReturnHeader/Filer/EIN0330530215
ReturnHeader/Filer/PhoneNum07604336361
ReturnHeader/Filer/USAddress/AddressLine1Txt01816 Portofino Drive
ReturnHeader/Filer/USAddress/CityNm0Oceanside
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092054
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473342732
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Munger & Company CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02170 South El Camino Real Suite 217
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oceanside
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092054
ReturnHeader/PreparerPersonGrp/PhoneNum07607308020
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roland W Munger
ReturnHeader/ReturnTs02022-08-19T01:12:55-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Beverly
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Boone

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$927,930
Liabilities
$451,556
Net assets
$476,374
Revenue
$955,212
Expenses
$895,984
Net income
$59,228
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.41$0.46$1.00$1.16$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.41$0.62$1.20$1.06$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.45$0.48$1.11$1.11$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.45$0.48$0.96$0.90$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.54$0.42$0.88$0.78$0.10
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.05$0.31$0.78$0.70$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.04$0.23$0.68$0.64$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.04$0.19$0.61$0.61$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.03$0.18$0.69$0.61$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.14$0.04$0.10$0.62$0.54$0.09
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