Civic Intelligence

Milestone Inc.

990T • Fiscal year 2024 • EIN 36-2769801

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 14, 2025

4060 Mcfarland RdLoves Park, IL 61111

(815) 654-6100

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

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

Latest loaded filing

2024

Assets$22,995,736
Liabilities$4,122,199
Net Assets$18,873,537

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

Latest loaded filing

2024

Revenue$38,671,197
Expenses$36,713,146
Net Income$1,958,051
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 14, 2025
Return Version
2023v8.0
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.

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
William Grahn
Title
CEO
Phone
8156546100
Signed
2025-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
2501 W BELTLINE HWY STE 501, MADISON, WI 53713
Preparer
Quinn Dugan
Phone
6082741980
Raw XML Appendix56 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.

Path#Value
IRS990T/BooksInCareOfDetail/PersonNm0LISA MUNSON
IRS990T/BooksInCareOfDetail/PhoneNum08156546100
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt04060 MCFARLAND RD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0LOVES PARK
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd061111
IRS990T/BookValueAssetsEOYAmt022995736
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE UNRELATED BUSINESS INCOME
IRS990T/ItmzdSupplementalInfoGrp/LineNum0J
IRS990T/ItmzdSupplementalInfoGrp/PartNum00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM GRAHN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08156546100
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILESTONE INC
ReturnHeader/Filer/BusinessNameControlTxt0MILE
ReturnHeader/Filer/EIN0362769801
ReturnHeader/Filer/PhoneNum08156546100
ReturnHeader/Filer/USAddress/AddressLine1Txt04060 MCFARLAND RD
ReturnHeader/Filer/USAddress/CityNm0LOVES PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061111
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02501 W BELTLINE HWY STE 501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053713
ReturnHeader/PreparerPersonGrp/PhoneNum06082741980
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0QUINN DUGAN
ReturnHeader/ReturnTs02025-02-25T08:15:27-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
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