Civic Intelligence

Milestone Rocvale Foundation

EIN 36-3223946 • 501(c)3 • Loves Park, IL

Profile

Serve the developmentally disabled.

4060 Mcfarland RoadLoves Park, IL 61111

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

11th percentile

0.01x

Higher debt load relative to revenue than 11% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

27th percentile

-3.0%

Higher net margin than 27% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

61st percentile

8.5%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2025

Revenue Growth

52nd percentile

7.6%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$17,871,890

Up $1,349,935 (+8.2%) from 2024

Liabilities

Up

$5,206

Up $13 (+0.3%) from 2024

Net Assets

Up

$17,866,684

Up $1,349,922 (+8.2%) from 2024

Operations
Liabilities / Revenue11th percentileNet Margin27th percentile

Revenue

Up

$488,358

Up $34,685 (+7.6%) from 2024

Expenses

Down

$502,788

Down $19,881 (-3.8%) from 2024

Net Income

Up

-$14,430

Up $54,566 (+79%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $12,086,938Liabilities 2011: $1,361,419Net Assets 2011: $10,725,5192011Assets 2012: $11,937,520Liabilities 2012: $1,228,349Net Assets 2012: $10,709,1712012Assets 2013: $12,799,403Liabilities 2013: $1,092,918Net Assets 2013: $11,706,4852013Assets 2014: $14,518,894Liabilities 2014: $959,364Net Assets 2014: $13,559,5302014Assets 2015: $14,393,446Liabilities 2015: $822,587Net Assets 2015: $13,570,8592015Assets 2017: $15,506,610Liabilities 2017: $515,557Net Assets 2017: $14,991,0532017Assets 2018: $15,699,007Liabilities 2018: $356,845Net Assets 2018: $15,342,1622018Assets 2019: $13,446,963Liabilities 2019: $186,273Net Assets 2019: $13,260,6902019Assets 2020: $12,578,221Liabilities 2020: $5,171Net Assets 2020: $12,573,0502020Assets 2021: $16,248,440Liabilities 2021: $5,171Net Assets 2021: $16,243,2692021Assets 2022: $13,975,588Liabilities 2022: $5,171Net Assets 2022: $13,970,4172022Assets 2023: $14,980,270Liabilities 2023: $5,180Net Assets 2023: $14,975,0902023Assets 2024: $16,521,955Liabilities 2024: $5,193Net Assets 2024: $16,516,7622024Assets 2025: $17,871,890Liabilities 2025: $5,206Net Assets 2025: $17,866,6842025

Highlighted filing

2025

Assets$17,871,890
Liabilities$5,206
Net Assets$17,866,684
Open 2025 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2011: $242,1472011Expenses 2012: $360,0112012Expenses 2013: $476,7112013Revenue 2014: $1,024,828Expenses 2014: $248,272Net Income 2014: $776,5562014Revenue 2015: $957,834Expenses 2015: $664,376Net Income 2015: $293,4582015Revenue 2017: $662,783Expenses 2017: $645,351Net Income 2017: $17,4322017Revenue 2018: $562,494Expenses 2018: $852,473Net Income 2018: -$289,9792018Revenue 2019: $663,721Expenses 2019: $2,540,605Net Income 2019: -$1,876,8842019Revenue 2020: $460,427Expenses 2020: $970,634Net Income 2020: -$510,2072020Revenue 2021: $293,963Expenses 2021: $276,491Net Income 2021: $17,4722021Revenue 2022: $391,600Expenses 2022: $289,810Net Income 2022: $101,7902022Revenue 2023: $490,756Expenses 2023: $611,164Net Income 2023: -$120,4082023Revenue 2024: $453,673Expenses 2024: $522,669Net Income 2024: -$68,9962024Revenue 2025: $488,358Expenses 2025: $502,788Net Income 2025: -$14,4302025

Highlighted filing

2025

Revenue$488,358
Expenses$502,788
Net Income-$14,430
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,871,890
Liabilities
$5,206
Net assets
$17,866,684
Revenue
$488,358
Expenses
$502,788
Net income
-$14,430
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.9$0.01$17.9$0.49$0.50$0.01
2024Detailed filing. Detailed filing data is available for this year.$16.5$0.01$16.5$0.45$0.52$0.07
2023Detailed filing. Detailed filing data is available for this year.$15.0$0.01$15.0$0.49$0.61$0.12
2022Detailed filing. Detailed filing data is available for this year.$14.0$0.01$14.0$0.39$0.29$0.10
2021Detailed filing. Detailed filing data is available for this year.$16.2$0.01$16.2$0.29$0.28$0.02
2020Detailed filing. Detailed filing data is available for this year.$12.6$0.01$12.6$0.46$0.97$0.51
2019Detailed filing. Detailed filing data is available for this year.$13.4$0.19$13.3$0.66$2.54$1.88
2018Detailed filing. Detailed filing data is available for this year.$15.7$0.36$15.3$0.56$0.85$0.29
2017Detailed filing. Detailed filing data is available for this year.$15.5$0.52$15.0$0.66$0.65$0.02
2015Detailed filing. Detailed filing data is available for this year.$14.4$0.82$13.6$0.96$0.66$0.29
2014Detailed filing. Detailed filing data is available for this year.$14.5$0.96$13.6$1.02$0.25$0.78
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$1.09$11.7$0.48
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.9$1.23$10.7$0.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.1$1.36$10.7$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 12, 2025
Return Version
2024v5.0
Gross Receipts
$488,358
Mission and Program Overview

Mission

Serve the developmentally disabled.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,691,781$10,479,722▲ $787,941
Savings and Temporary Cash Investments$29,420$15,945▼ $13,475
Cash and Non-Interest-Bearing Accounts$30,808$8,346▼ $22,462
Prepaid Expenses and Deferred Charges$576$550▼ $26
Total Assets$16,521,955$17,871,890▲ $1,349,935
Other Assets Total$6,769,370$7,367,327▲ $597,957
Liabilities
Escrow Account Liability$5,193$5,206▲ $13
Total Liabilities$5,193$5,206▲ $13
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,734,003$12,699,642▲ $965,639
Net Assets With Donor Restrictions$4,782,759$5,167,042▲ $384,283
Total Net Assets Fund Balance$16,516,762$17,866,684▲ $1,349,922
Total Liabilities and Net Assets / Fund Balance$16,521,955$17,871,890▲ $1,349,935

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$5,206--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,958,744-▲ $197,379$42,850$2,113,273
2023$1,798,818-▲ $229,926$70,000$1,958,744
2022$1,644,152-▲ $154,666-$1,798,818
2021$1,873,035-▼ $228,883-$1,644,152
2020$1,462,361-▲ $410,674-$1,873,035
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
James PatrickChairperson
Patrick AgnewPresident
Karl SwansonDirector
James HamiltonCEO
Dave BaxterTreasurer an
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$488,358
Other Revenue
$0
Change in Net Assets
$-14,430

Audited Revenue Reconciliation

Revenue per Audited Statements
$409,446
Revenue Not Reported on Financial Statements
$78,912
Revenue Not Reported on Form 990
$1,364,352
Total Revenue per Audited Statements
$1,773,798
Total Revenue per Form 990
$488,358
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$390,493
Other Expenses$112,295
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$390,493--$390,493
Fees for Service Investment Mgmnt Fees-$78,912-$78,912
Office Expenses-$15,138-$15,138
Fees for Services Accounting-$13,400-$13,400
Other Expenses-$2,615-$2,615
Insurance-$2,230-$2,230
Total Functional Expenses$390,493$112,295$0$502,788

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$502,788
Expenses per Audited Statements$423,876
Total Expenses per Audited Statements$423,876
Expenses Not Reported on Financial Statements$78,912
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Milestone IncRockford, IL-General Support$365,293
Goldie Floberg CenterRockford, IL-General Support$25,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
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, Page 6, Part VI, Line 11B

“Lisa munson, cfo of milestone, inc. Will review the completed form 990. The 990 will then be sent to the board for review before it is filed.”

Form 990, Page 6, Part VI, Line 12C

“The foundation reviews the conflicts of interest information annually and makes sure any board members who have conflicts abstain from voting matters.”

Form 990, Page 6, Part VI, Line 19

“Audited financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Milestone Foundation
EIN
36-3223946
Phone
8156546100
Address
4060 MCFARLAND ROAD, LOVES PARK, IL 61111

Signing Officer

Name
Patrick Agnew
Title
President
Phone
8156546100
Signed
2025-12-12

Organization Details

Principal Officer
Patrick Agnew
Formed
1982
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
6

Preparer

Firm
Siepert & Co Llp
Address
1511 N BLACKHAWK BLVD, ROCKTON, IL 61072-1513
Preparer
Mark H Trotter
Phone
6083652266
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“Amount held in a separate account for the benefit of a client of milestone inc.”

Schedule D, Page 2, Part V, Line 4

“Endowment earnings are to be used by the organization's operations as deemed necessary.”

Schedule D, Page 3, Part X

“The foundation is a nonprofit organization exempt from federal and state income taxes under internal revenue code section 501(c)(3) as other than a private foundation. As a result, there is no provision for income taxes in the financial statements. Management of the foundation has evaluated for and determined there are no uncertain tax positions as of june 30, 2025. The foundation is subject to informational reporting requirements in the united states federal jurisdiction and the state of illinois. Tax regulations within each jurisdiction are subject to the interpretation of the related tax laws and regulations and require significant judgment to apply. Tax returns remain open for federal and state of illinois examination for the past three years. At june 30, 2025, there are no ongoing income tax audits or unresolved disputes with the various taxing authorities the foundation currently files, or has filed, with.”

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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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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0435942
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0522139
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt0199487
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt0194617
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt0365909
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt01575634
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0390493
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0435942
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt0522139
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt0199487
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt027573
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt01718094
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0390493
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0532953
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.732697000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0390493
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0390493
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501 (C) (3) OF THE IRC.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1ANNUALLY THE FOUNDATION PROVIDES FUNDS TO MILESTONE INC TO ASSIST IN PROGRAM AREAS AND ACTIVITIES THAT OTHERWISE WOULD HAVE A SHORTFALL OF OPERATING REVENUE AND COULD LEAD TO INTERRUPTION OF THOSE CLIENT SERVICES. MILESTONE INC IDENTIFIES THOSE AREAS AND SUBMITS REQUESTS FOR CONTRIBUTIONS EARMARKED FOR THOSE PURPOSES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V, SECTION D, LINE 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt015459111
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt054488
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt015404623
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0231887
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt015227224
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0532953
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt015459111
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0532953
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0362769801
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1362167018
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd17
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0365293
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt125000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MILESTONE INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1GOLDIE B FLOBERG CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0MILESTONE INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt1GOLDIE B FLOBERG CENTER
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0390293
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01958744
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02113273
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0197379
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt042850
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01798818
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01958744
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0229926
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt070000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01644152
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01798818
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0154666
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01873035
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01644152
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-228883
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01462361
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01873035
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0410674
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt078912
IRS990ScheduleD/ExpensesSubtotalAmt0423876
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt078912
IRS990ScheduleD/InvestmentExpensesNotIncldAmt078912
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01364352
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt04887624
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11959580
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2514917
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt35206
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0EQUITIES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1FIXED INCOME
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2MONEY MARKET FUNDS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3CUSTODIAL CASH
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.69000
IRS990ScheduleD/RevenueNotReportedAmt01364352
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt078912
IRS990ScheduleD/RevenueSubtotalAmt0409446
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AMOUNT HELD IN A SEPARATE ACCOUNT FOR THE BENEFIT OF A CLIENT OF MILESTONE INC.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ENDOWMENT EARNINGS ARE TO BE USED BY THE ORGANIZATION'S OPERATIONS AS DEEMED NECESSARY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AS OTHER THAN A PRIVATE FOUNDATION. AS A RESULT, THERE IS NO PROVISION FOR INCOME TAXES IN THE FINANCIAL STATEMENTS. MANAGEMENT OF THE FOUNDATION HAS EVALUATED FOR AND DETERMINED THERE ARE NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025. THE FOUNDATION IS SUBJECT TO INFORMATIONAL REPORTING REQUIREMENTS IN THE UNITED STATES FEDERAL JURISDICTION AND THE STATE OF ILLINOIS. TAX REGULATIONS WITHIN EACH JURISDICTION ARE SUBJECT TO THE INTERPRETATION OF THE RELATED TAX LAWS AND REGULATIONS AND REQUIRE SIGNIFICANT JUDGMENT TO APPLY. TAX RETURNS REMAIN OPEN FOR FEDERAL AND STATE OF ILLINOIS EXAMINATION FOR THE PAST THREE YEARS. AT JUNE 30, 2025, THERE ARE NO ONGOING INCOME TAX AUDITS OR UNRESOLVED DISPUTES WITH THE VARIOUS TAXING AUTHORITIES THE FOUNDATION CURRENTLY FILES, OR HAS FILED, WITH.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.31000
IRS990ScheduleD/TotalBookValueOtherAssetsAmt07367327
IRS990ScheduleD/TotalExpensesPerForm990Amt0502788
IRS990ScheduleD/TotalRevenuePerForm990Amt0488358
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01773798
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0423876
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/CashGrantAmt1365293
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0GOLDIE FLOBERG CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MILESTONE INC
IRS990ScheduleI/RecipientTable/RecipientEIN0362167018
IRS990ScheduleI/RecipientTable/RecipientEIN1362769807
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04960 E STATE ST SUITE 300
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14060 MCFARLAND ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ROCKFORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ROCKFORD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd061108
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd161111
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LISA MUNSON, CFO OF MILESTONE, INC. WILL REVIEW THE COMPLETED FORM 990. THE 990 WILL THEN BE SENT TO THE BOARD FOR REVIEW BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION REVIEWS THE CONFLICTS OF INTEREST INFORMATION ANNUALLY AND MAKES SURE ANY BOARD MEMBERS WHO HAVE CONFLICTS ABSTAIN FROM VOTING MATTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AUDITED FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt016521955
IRS990/TotalAssetsEOYAmt017871890
IRS990/TotalAssetsGrp/BOYAmt016521955
IRS990/TotalAssetsGrp/EOYAmt017871890
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0112295
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0390493
IRS990/TotalFunctionalExpensesGrp/TotalAmt0502788
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05193
IRS990/TotalLiabilitiesEOYAmt05206
IRS990/TotalLiabilitiesGrp/BOYAmt05193
IRS990/TotalLiabilitiesGrp/EOYAmt05206
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt016516762
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt017866684
IRS990/TotalProgramServiceExpensesAmt0390493
IRS990/TotalRevenueGrp/ExclusionAmt0488358

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