Civic Intelligence

Milestone Inc.

990 • Fiscal year 2021 • EIN 36-2769801

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 20, 2021

4060 Mcfarland RdLoves Park, IL 61111

(815) 654-6100

Siviq Scores

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

Liabilities / Assets

70th percentile

0.42x

Higher debt load relative to assets than 70% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

52nd percentile

0.29x

Higher debt load relative to revenue than 52% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

45th percentile

9.7%

Higher net margin than 45% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

43rd percentile

$217,861

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

93rd percentile

58%

Faster asset growth than 93% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

43rd percentile

8.1%

Faster revenue growth than 43% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Assets

Up

$23,166,616

Up $8,485,352 (+58%) from 2020

Net Assets

Up

$13,324,026

Up $3,398,495 (+34%) from 2020

Liabilities

Up

$9,842,590

Up $5,086,857 (+107%) from 2020

Revenue

Up

$34,095,532

Up $2,561,519 (+8.1%) from 2020

Expenses

Up

$30,801,313

Up $778,216 (+2.6%) from 2020

Net Income

Up

$3,294,219

Up $1,783,303 (+118%) from 2020

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $18,772,527Liabilities 2010: $8,864,319Net Assets 2010: $9,908,2082010Assets 2011: $18,127,142Liabilities 2011: $7,917,586Net Assets 2011: $10,209,5562011Assets 2012: $18,731,582Liabilities 2012: $8,551,829Net Assets 2012: $10,179,7532012Assets 2013: $18,481,106Liabilities 2013: $8,138,786Net Assets 2013: $10,342,3202013Assets 2014: $17,224,958Liabilities 2014: $7,255,543Net Assets 2014: $9,969,4152014Assets 2015: $16,476,707Liabilities 2015: $7,111,290Net Assets 2015: $9,365,4172015Assets 2016: $15,003,344Liabilities 2016: $6,909,372Net Assets 2016: $8,093,9722016Assets 2017: $14,696,842Liabilities 2017: $5,985,328Net Assets 2017: $8,711,5142017Assets 2018: $15,036,485Liabilities 2018: $7,564,393Net Assets 2018: $7,472,0922018Assets 2019: $14,050,671Liabilities 2019: $5,683,851Net Assets 2019: $8,366,8202019Assets 2020: $14,681,264Liabilities 2020: $4,755,733Net Assets 2020: $9,925,5312020Assets 2021: $23,166,616Liabilities 2021: $9,842,590Net Assets 2021: $13,324,0262021Assets 2022: $20,873,485Liabilities 2022: $4,258,486Net Assets 2022: $16,614,9992022Assets 2023: $20,590,915Liabilities 2023: $3,792,237Net Assets 2023: $16,798,6782023Assets 2024: $22,995,736Liabilities 2024: $4,122,199Net Assets 2024: $18,873,5372024

Highlighted filing

2021

Assets$23,166,616
Liabilities$9,842,590
Net Assets$13,324,026

Operations Trend

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $25,446,1582010Expenses 2011: $25,612,9672011Expenses 2012: $26,026,9322012Expenses 2013: $26,156,3992013Revenue 2014: $26,414,276Expenses 2014: $26,815,063Net Income 2014: -$400,7872014Revenue 2015: $26,664,469Expenses 2015: $27,283,516Net Income 2015: -$619,0472015Revenue 2016: $25,562,159Expenses 2016: $26,849,392Net Income 2016: -$1,287,2332016Revenue 2017: $28,152,957Expenses 2017: $27,566,191Net Income 2017: $586,7662017Revenue 2018: $28,851,422Expenses 2018: $30,127,599Net Income 2018: -$1,276,1772018Revenue 2019: $30,964,170Expenses 2019: $30,105,327Net Income 2019: $858,8432019Revenue 2020: $31,534,013Expenses 2020: $30,023,097Net Income 2020: $1,510,9162020Revenue 2021: $34,095,532Expenses 2021: $30,801,313Net Income 2021: $3,294,2192021Revenue 2022: $36,714,958Expenses 2022: $33,422,501Net Income 2022: $3,292,4572022Revenue 2023: $34,757,062Expenses 2023: $34,563,800Net Income 2023: $193,2622023Revenue 2024: $38,671,197Expenses 2024: $36,713,146Net Income 2024: $1,958,0512024

Highlighted filing

2021

Revenue$34,095,532
Expenses$30,801,313
Net Income$3,294,219
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 20, 2021
Return Version
2020v4.1
Gross Receipts
$34,147,883
Mission and Program Overview

Mission

Everyone has the right to be treated with respect, to participate in community life, to develop and exercise personal competence, to have family and friends, and to make decisions in their lives. Milestone exists to ensure that persons with developmental disabilities can exercise these same rights.

The organization's purpose is to serve the developmentally disabled.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,639,600$12,359,036▲ $8,719,436
Land, Buildings, and Equipment, Net$6,693,660$7,064,898▲ $371,238
Pledges and Grants Receivable$2,009,909$1,380,196▼ $629,713
Investments in Publicly Traded Securities$1,074,037$1,274,513▲ $200,476
Other Notes and Loans Receivable, Net$468,565$468,565→ $0
Prepaid Expenses and Deferred Charges$46,746$272,947▲ $226,201
Accounts Receivable$46,361$61,283▲ $14,922
Cash and Non-Interest-Bearing Accounts$4,301$1,500▼ $2,801
Total Assets$14,681,264$23,166,616▲ $8,485,352
Other Assets Total$698,085$283,678▼ $414,407
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,678,328$5,500,645▲ $3,822,317
Accounts Payable and Accrued Expenses$3,077,405$4,341,945▲ $1,264,540
Total Liabilities$4,755,733$9,842,590▲ $5,086,857
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,755,675$12,049,513▲ $3,293,838
Net Assets With Donor Restrictions$1,169,856$1,274,513▲ $104,657
Total Net Assets Fund Balance$9,925,531$13,324,026▲ $3,398,495
Total Liabilities and Net Assets / Fund Balance$14,681,264$23,166,616▲ $8,485,352

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,994,024$17,370,758$22,364,782
Equipment$700,245$4,568,905$5,269,150
Land$1,370,629-$1,370,629

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,074,037-▲ $247,574$47,098$1,274,513
2019$1,087,750-▲ $31,962$45,675$1,074,037
2018$1,092,750-▲ $46,764$51,764$1,087,750
2017$1,166,050-▲ $47,112$120,412$1,092,750
2016$1,238,700-▲ $109,759$182,409$1,166,050
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shawn WayPresident and CEOFT$169,805$48,056$217,861
Dr Michael TadinDentistFT$154,495$22,240$176,735
Linda Craig-ellisLpnFT$130,207$27,278$157,485
William GrahnSVP, Program ServicesFT$129,922$8,441$138,363
Lisa MunsonCFOFT$112,142$10,010$122,152

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
SchnucksFood6410 E STATE ST, Rockford, IL 61108$623,656
Gordon Food ServiceFood6955 GARRET LN, Rockford, IL 61104$332,703
All Square RoofingBuilding Repair1016 WESTCHESTER DR, Rockford, IL 61107$288,078
Rockford Heating & Air ConditioningBuilding Repair1618 MAGNOLIA ST, Rockford, IL 61104$228,513
Mckesson Medical SupplyMedical Supplies2753 MOUTRAY LN, North Aurora, IL 60542$164,581
Revenue and Support

Revenue Composition

Contributions and Grants
$30,387,412
Program Service Revenue
$3,064,847
Investment Income
$-324
Other Revenue
$643,597
All Other Contributions
$891,966
Change in Net Assets
$3,294,219

Audited Revenue Reconciliation

Revenue per Audited Statements
$34,095,532
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$111,208
Total Revenue per Audited Statements
$34,206,740
Total Revenue per Form 990
$34,095,532
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$24,734,418
Other Expenses$6,066,895
Total Fundraising Expense$104,027
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$18,968,348$920,626$62,525$19,951,499
Other Employee Benefits$2,273,086$135,588$7,196$2,415,870
Occupancy$1,368,900$228,268-$1,597,168
Payroll Taxes$1,405,201$102,760$4,448$1,512,409
Fees for Services Other$911,795$25,120-$936,915
Depreciation Depletion$701,112$156,610-$857,722
Current Officers, Directors, Trustees, and Key Employees-$518,685-$518,685
Office Expenses$364,011$40,029$28,857$432,897
Pension Plan Contributions$316,123$18,831$1,001$335,955
Insurance$252,035$21,147-$273,182
Other Expenses$1,198$93,601-$94,799
Interest$76,581--$76,581
Fees for Services Accounting-$36,960-$36,960
Fees for Services Legal-$23,709-$23,709
Information Technology-$21,623-$21,623
Conferences and Meetings-$3,895-$3,895
Total Functional Expenses$28,320,639$2,376,647$104,027$30,801,313

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$30,808,245
Total Expenses per Form 990$30,801,313
Expenses per Audited Statements$30,781,313
Expenses Not Reported on Form 990$26,932
Expenses Not Reported on Financial Statements$20,000
Other Expense Adjustments$20,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$26,932
Fundraising Gross Income$12,950
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Playday$48,701$12,950$26,932$-13,982
Total Events$48,701$12,950$26,932$-13,982
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-President of Illinois Bank & Trust and This OrganizationMILESTONE HAS SEVERAL MORTGAGE LOANS AND LINES OF CREDIT WITH ILLINOIS BANK & TRUST. PRINCIPAL AND INTEREST PAYMENTS TOTALED $458,042 AND BORROWINGS TOTALED $0.No$458,042
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
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

The ceo & cfo thoroughly review the 990 for accuracy & logic comparing it back to the audited financial statements. The finance committee, as designated by the board, also reviews the 990 prior to filing the 990. All board members receive a copy after the finance committee has approved it.

Form 990, Part VI, Section B, Line 12

The conflict of interest policy (approved by the board of directors) is given to all employees upon hiring. The policy instructs individuals to report any possible situation that might be in violation to the administrator immediately. The administrator along with the chief operating officer or chief executive officer will review the relationship or transaction no later than the next working day and decide appropriate action. The agency may consult their legal representative for further review.

Form 990, Part VI, Section C, Line 19

At this time, the organization only makes documents required by law available to the public. Its governing documents, conflict of interest policy and financial statements are not available to the public at this time.

Filing and Contact Details

Filer

Filer Name
Milestone Inc
EIN
36-2769801
Phone
8156546100
Address
4060 MCFARLAND RD, LOVES PARK, IL 61111

Signing Officer

Name
Mshawn Way
Title
CEO
Phone
8156546100
Signed
2021-12-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mshawn Way
Formed
1973
Legal Domicile
Il
Voting Board Members
11
Independent Board Members
11
Employees
859
Volunteers
10

Preparer

Firm
Wipfli Llp
Address
4949 HARRISON AVENUE SUITE 300, ROCKFORD, IL 61125-0407
Preparer
Steve Jordan CPA
Phone
8153997700
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Deferred compensation 20,000. Life insurance csv increase 84,276.

990 Page 11 Part XI Line 2C

The committee that assumes responsibility for oversight of the audit and selection of the independent accountant has not changed from the previous year.

Schedule R, Mrv Foundation

Milestone rocvale foundation holds assets restricted to merit bonuses for milestone, inc's direct care employees and client welfare. Information regarding these assets is not included on this return, but should be reflected and identified on milestone rocvale foundation's return.

Financial Statement Notes

PART V, LINE 4:

Continue to provide services to children and adults with developmental disabilities.

PART X, LINE 2:

The organization qualified for tax exempt status under section 501(c)(3) of the internal revenue code as a corporation organized not for profit. The organization accounts for income taxes in accordance with fasb asc 740 income taxes. Fasb asc 740 provides detailed guidance for the financial statement recognition, measurement and disclosure of uncertain tax positions recognized in an enterprises' financial statements and requires an entity to recognize the financial statement impact of a tax position when it is more likely than not that the position will be sustained upon examination. The organization recorded no liabilities for uncertain tax positions or unrecognized tax benefits. Federal returns for 2018 through 2020 remain subject to examination by major jurisdictions.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Life insurance csv increase 84,276. Fundraising expenses netted against revenue on the 990 26,932.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses netted against revenue on the 990 26,932.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Deferred compensation 20,000.

Part XII, Line 4B - Explanation

Deferred compensation to an officer contingent on longevity of service, even though it is not funded or vested until after 9/30/2023.

Raw XML AppendixShowing 400 of 783 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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IRS990/Desc0RESIDENTIAL FACILITIES - MILESTONE HAS 33 RESIDENTIAL GROUP HOMES FOR ADULTS WITH DEVELOPMENTAL DISABILITIES THROUGHOUT THE GREATER ROCKFORD AREA. EACH INDIVIDUAL ACTIVELY TAKES PART IN THE DAY TO DAY ACTIVITIES OF CLEANING, COOKING, SHOPPING, ALONG WITH A WIDE VARIETY OF RECREATIONAL ACTIVITIES. MILESTONE ALSO OPERATES A RESIDENTIAL FACILITY FOR CHILDREN BETWEEN THE AGES OF 6 AND 21 WITH A DEVELOPMENTAL DISABILITY AS A PRIMARY DIAGNOSIS. THIS ENVIRONMENT PROVIDES A COMFORTABLE HOMELIKE ATMOSPHERE COMBINING HIGHLY SPECIALIZED SERVICES WITH AROUND THE CLOCK SUPERVISION AND NURSING CARE. INDIVIDUALS ARE GIVEN THE OPPORTUNITY TO PARTICIPATE IN A WIDE VARIETY OF HOME AND COMMUNITY ACTIVITIES DESIGNED TO PREPARE THEM FOR ADULT LIFE. PROGRAMS RANGE FROM DAILY LIVING SKILLS TO PERSONAL CARE, SAFETY AND PHYSICAL WELL-BEING WITH MUSIC AND ART THERAPY PROGRAMS. LASTLY, MILESTONE OPERATES A RESIDENTIAL FACILITY FOR 84 ADULT INDIVIDUALS WHO ARE PHYSICALLY AND DEVELOPMENTALLY DISABLED AND MEDICALLY FRAGILE. THESE INDIVIDUALS ARE PROVIDED WITH A COMFORTABLE HOMELIKE ATMOSPHERE COMBINING HIGHLY SPECIALIZED SERVICES WITH AROUND THE CLOCK MEDICAL CARE. PERSONALIZED ATTENTION AND TRAINING IS PROVIDED TO HELP THE INDIVIDUAL DEVELOP DAILY LIVING SKILLS.
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IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
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IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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IRS990/Form990PartVIISectionAGrp/OfficerInd5X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1210010
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1348056
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1422240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt158441
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1627278
IRS990/Form990PartVIISectionAGrp/PersonNm0BEN HOLMSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm1DR CYRUS OATES
IRS990/Form990PartVIISectionAGrp/PersonNm2GEORGE BASS
IRS990/Form990PartVIISectionAGrp/PersonNm3VICKIE KIEFFER
IRS990/Form990PartVIISectionAGrp/PersonNm4RONALD W ALDEN
IRS990/Form990PartVIISectionAGrp/PersonNm5THOMAS D BUDD
IRS990/Form990PartVIISectionAGrp/PersonNm6CAROL HARTLINE
IRS990/Form990PartVIISectionAGrp/PersonNm7JACK KIECKHEFER
IRS990/Form990PartVIISectionAGrp/PersonNm8CHRISTINE KINSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9TOM MATUS
IRS990/Form990PartVIISectionAGrp/PersonNm10RICHARD WICKSTRAND
IRS990/Form990PartVIISectionAGrp/PersonNm11BECKY NORWOOD RESIGNED
IRS990/Form990PartVIISectionAGrp/PersonNm12LISA MUNSON
IRS990/Form990PartVIISectionAGrp/PersonNm13SHAWN WAY
IRS990/Form990PartVIISectionAGrp/PersonNm14DR MICHAEL TADIN
IRS990/Form990PartVIISectionAGrp/PersonNm15WILLIAM GRAHN
IRS990/Form990PartVIISectionAGrp/PersonNm16LINDA CRAIG-ELLIS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12112142
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13169805
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14154495
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15129922
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16130207
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14DENTIST
IRS990/Form990PartVIISectionAGrp/TitleTxt15SVP, PROGRAM SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt16LPN
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt035751
IRS990/FundraisingDirectExpensesAmt026932
IRS990/FundraisingGrossIncomeAmt012950
IRS990/GainOrLossGrp/OtherAmt0-9069
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt029459695
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt016350
IRS990/GrossReceiptsAmt034147883
IRS990/GrossRentsGrp/RealAmt010663
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt021623
IRS990/InformationTechnologyGrp/TotalAmt021623
IRS990/InsuranceGrp/ManagementAndGeneralAmt021147
IRS990/InsuranceGrp/ProgramServicesAmt0252035
IRS990/InsuranceGrp/TotalAmt0273182
IRS990/InterestGrp/ProgramServicesAmt076581
IRS990/InterestGrp/TotalAmt076581
IRS990/InvestmentIncomeGrp/ExclusionAmt08745
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08745
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01074037
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01274513
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt021939663
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06693660
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07064898
IRS990/LandBldgEquipCostOrOtherBssAmt029004561
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt025419
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0EVERYONE HAS THE RIGHT TO BE TREATED WITH RESPECT, TO PARTICIPATE IN COMMUNITY LIFE, TO DEVELOP AND EXERCISE PERSONAL COMPETENCE, TO HAVE FAMILY AND FRIENDS, AND TO MAKE DECISIONS IN THEIR LIVES. MILESTONE EXISTS TO ENSURE THAT PERSONS WITH DEVELOPMENTAL DISABILITIES CAN EXERCISE THESE SAME RIGHTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01678328
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt05500645
IRS990/NetAssetsOrFundBalancesBOYAmt09925531
IRS990/NetAssetsOrFundBalancesEOYAmt013324026
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-9069
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-9069
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-13982
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-13982
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt010663
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt010663
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt08755675
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt012049513
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0228268
IRS990/OccupancyGrp/ProgramServicesAmt01368900
IRS990/OccupancyGrp/TotalAmt01597168
IRS990/OfficeExpensesGrp/FundraisingAmt028857
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt040029
IRS990/OfficeExpensesGrp/ProgramServicesAmt0364011
IRS990/OfficeExpensesGrp/TotalAmt0432897
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0698085
IRS990/OtherAssetsTotalGrp/EOYAmt0283678
IRS990/OtherChangesInNetAssetsAmt0104276
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt07196
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0135588
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02273086
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02415870
IRS990/OtherExpensesGrp/Desc0FOOD DIETARY AND NURSIN
IRS990/OtherExpensesGrp/Desc1CLIENT ACITIVIES AND TR
IRS990/OtherExpensesGrp/Desc2STAFF EXPENSES
IRS990/OtherExpensesGrp/Desc3MEMBERSHIP DUES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt029195
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt193601
IRS990/OtherExpensesGrp/ProgramServicesAmt01354575
IRS990/OtherExpensesGrp/ProgramServicesAmt1179096
IRS990/OtherExpensesGrp/ProgramServicesAmt2148578
IRS990/OtherExpensesGrp/ProgramServicesAmt31198
IRS990/OtherExpensesGrp/TotalAmt01354575
IRS990/OtherExpensesGrp/TotalAmt1179096
IRS990/OtherExpensesGrp/TotalAmt2177773
IRS990/OtherExpensesGrp/TotalAmt394799
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0INSURANCE REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/Desc1LIFE INSURANCE INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0385808
IRS990/OtherRevenueMiscGrp/ExclusionAmt1261108
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0385808
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1261108
IRS990/OtherRevenueTotalAmt0646916
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt062525
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0920626
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt018968348
IRS990/OtherSalariesAndWagesGrp/TotalAmt019951499
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0468565
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0468565
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04448
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0102760
IRS990/PayrollTaxesGrp/ProgramServicesAmt01405201
IRS990/PayrollTaxesGrp/TotalAmt01512409
IRS990/PensionPlanContributionsGrp/FundraisingAmt01001
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt018831
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0316123
IRS990/PensionPlanContributionsGrp/TotalAmt0335955
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02009909
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01380196
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt046746
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0272947
IRS990/PrincipalOfficerNm0MSHAWN WAY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2621990
IRS990/ProgramServiceRevenueGrp/Desc0CLIENT CARE
IRS990/ProgramServiceRevenueGrp/Desc1WORKSHOPS
IRS990/ProgramServiceRevenueGrp/Desc2HUD SUPERVISION & MNGT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02967161
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt163606
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt234080
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02967161
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt163606
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt234080
IRS990/ProgSrvcAccomActy2Grp/Desc0TRAINING CENTERS FACILITIES WHICH PROVIDES EDUCATIONAL, VOCATIONAL AND RECREATIONAL ACTIVITIES FOR THE RESIDENTS. MILESTONE PROVIDES DEVELOPMENTAL TRAINING RANGING FROM SELF-CARE AND SOCIAL SKILLS TO EDUCATIONAL AND VOCATIONAL SKILLS TO ADULTS WITH BOTH PHYSICAL AND DEVELOPMENTAL DISABILITIES. THE GOAL IS TO TEACH THE INDIVIDUAL THE SKILLS NECESSARY TO ACHIEVE COMMUNITY INCLUSION WHILE ENHANCING SELF-ESTEEM. VOLUNTEERING IN THE COMMUNITY IS AN IMPORTANT PART OF THE PROGRAM. MTC INDIVIDUALS HAVE HELPED EASTER SEALS, THE ROCKFORD PARK DISTRICT, THE SALVATION ARMY, THE VENETIAN CLUB AND MANY OTHER ORGANIZATIONS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02291261
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt063606
IRS990/ProgSrvcAccomActy3Grp/Desc0DENTAL PROGRAM- PROVIDES COMPREHENSIVE PREVENTATIVE AND GENERAL DENTISTRY INDIVIDUALLY DESIGNED FOR EACH ADULT AND CHILD WITH DEVELOPMENTAL DISABILITIES FROM 32 COUNTIES IN ILLINOIS. INDIVIDUALS OF ANY AGE WITH DEVELOPMENTAL DISABILITIES ARE ELIGIBLE FOR SERVICES. ONLY INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES WILL BE ELIGIBLE TO BECOME PATIENTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0469134
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.0$4.12$18.9$38.7$36.7$1.96
2023Detailed filing. Detailed filing data is available for this year.$20.6$3.79$16.8$34.8$34.6$0.19
2022Detailed filing. Detailed filing data is available for this year.$20.9$4.26$16.6$36.7$33.4$3.29
2021Detailed filing. Detailed filing data is available for this year.$23.2$9.84$13.3$34.1$30.8$3.29
2020Detailed filing. Detailed filing data is available for this year.$14.7$4.76$9.93$31.5$30.0$1.51
2019Detailed filing. Detailed filing data is available for this year.$14.1$5.68$8.37$31.0$30.1$0.86
2018Detailed filing. Detailed filing data is available for this year.$15.0$7.56$7.47$28.9$30.1$1.28
2017Detailed filing. Detailed filing data is available for this year.$14.7$5.99$8.71$28.2$27.6$0.59
2016Detailed filing. Detailed filing data is available for this year.$15.0$6.91$8.09$25.6$26.8$1.29
2015Detailed filing. Detailed filing data is available for this year.$16.5$7.11$9.37$26.7$27.3$0.62
2014Detailed filing. Detailed filing data is available for this year.$17.2$7.26$9.97$26.4$26.8$0.40
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.5$8.14$10.3$26.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.7$8.55$10.2$26.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.1$7.92$10.2$25.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.8$8.86$9.91$25.4