Civic Intelligence

Milestone Rocvale Foundation

990 • Fiscal year 2015 • EIN 36-3223946

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 27, 2016

Organization ProfileN/A
4060 Mcfarland RoadRockford, IL 61111

(815) 654-6100

Siviq Scores

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

Liabilities / Assets

27th percentile

0.06x

Higher debt load relative to assets than 27% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

77th percentile

0.86x

Higher debt load relative to revenue than 77% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

54th percentile

$185,063

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 19.3% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

39th percentile

-0.9%

Faster asset growth than 39% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

24th percentile

-6.5%

Faster revenue growth than 24% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$14,393,446

Down $125,448 (-0.9%) from 2014

Net Assets

Up

$13,570,859

Up $11,329 (+0.1%) from 2014

Liabilities

Down

$822,587

Down $136,777 (-14%) from 2014

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin85th percentile

Revenue

Down

$957,834

Down $66,994 (-6.5%) from 2014

Expenses

Up

$664,376

Up $416,104 (+168%) from 2014

Net Income

Down

$293,458

Down $483,098 (-62%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$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

2015

Assets$14,393,446
Liabilities$822,587
Net Assets$13,570,859
Open 2015 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$957,834
Expenses$664,376
Net Income$293,458
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 27, 2016
Return Version
2014v6.0
Gross Receipts
$3,422,602
Mission and Program Overview

Mission

Serve the developmentally disabled.

Serve the developmentally disabled

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,477,036$3,565,728▲ $88,692
Cash and Non-Interest-Bearing Accounts$162,935$251,764▲ $88,829
Pledges and Grants Receivable-$140,000-
Prepaid Expenses and Deferred Charges$500$500→ $0
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$14,518,894$14,393,446▼ $125,448
Other Assets Total$10,878,423$10,435,454▼ $442,969
Liabilities
Other Liabilities$957,588$817,217▼ $140,371
Accounts Payable and Accrued Expenses$1,776$5,370▲ $3,594
Total Liabilities$959,364$822,587▼ $136,777
Net Assets / Fund Balance
Unrestricted Net Assets$10,212,088$10,209,827▼ $2,261
Temporarily Rstr Net Assets$1,906,288$1,906,881▲ $593
Permanently Rstr Net Assets$1,441,154$1,454,151▲ $12,997
Total Net Assets Fund Balance$13,559,530$13,570,859▲ $11,329
Total Liabilities and Net Assets / Fund Balance$14,518,894$14,393,446▼ $125,448

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$1,634,452$12,998▲ $29,846$35,952$1,641,344
2013$1,493,207-▲ $162,348$21,103$1,634,452
2012$1,441,154-▲ $71,338$19,285$1,493,207
2011$1,441,154-▲ $44,496$44,496$1,441,154
2010$1,441,154-▲ $49,249$49,249$1,441,154
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleBaseOtherTotal
James HamiltonCEO/president$183,675$1,388$185,063

Board Members and Trustees

NameTitle
James PatrickChairman
David RahtDirector
Leonard HillDirector
Patrick AgnewDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$141,600
Program Service Revenue
$0
Investment Income
$639,352
Other Revenue
$176,882
All Other Contributions
$141,600
Change in Net Assets
$293,458

Audited Revenue Reconciliation

Revenue per Audited Statements
$957,834
Total Revenue per Audited Statements
$957,834
Total Revenue per Form 990
$957,834
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$509,069
Other Expenses$100,700
Salaries, Compensation, and Employee Benefits$54,607
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$509,069--$509,069
Fees for Service Investment Mgmnt Fees-$75,777-$75,777
Other Employee Benefits-$44,692-$44,692
Payroll Taxes-$9,915-$9,915
Fees for Services Accounting-$9,050-$9,050
Other Expenses-$7,355-$7,355
Fees for Services Other-$5,850-$5,850
Insurance-$2,000-$2,000
Office Expenses-$668-$668
Total Functional Expenses$509,069$155,307$0$664,376

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$664,376
Total Expenses per Audited Statements$664,376
Total Expenses per Form 990$664,376
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Milestone IncRockford, IL501(c)3General Support$473,117
Milestone IncRockford, IL501(c)3Direct Support-disabled Ind Care$35,952
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$897,441
Gaming Direct Expenses$732,056
Professional Fundraising Fees$0
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
-See Supp InfInvestment FeesNo$32,151

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Retirement Benefit$817,217
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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, Part VI, Line 11B: Form 990 Review Process

“The board will review the 990 before it is filed.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

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

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“These documents are not available.”

Filing and Contact Details

Filer

Filer Name
Mrv Foundation
EIN
36-3223946
Phone
8156546100
Address
4060 MCFARLAND ROAD, ROCKFORD, IL 61111

Signing Officer

Name
James Hamilton
Title
CEO/president
Signed
2016-02-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Hamilton
Formed
1982
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
4
Employees
1
Volunteers
20

Preparer

Firm
Quimby & Co PC
Address
697 S BLACKHAWK BLVD, ROCKTON, IL 61072-2909
Preparer
Mark Harrison Trotter CPA
Phone
8156246601
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

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

Part X : FIN48 Footnote

“The Foundation follows the guidance of provisions of ASC Topic 940, Income Taxes. ASC Topic 740 requires that a tax position be recognized or derecognized based on a more-likely-than-not threshold. This applies to positions taken or expected to be taken in a tax return. The Foundation does not believe the financial statements include (or reflect) any uncertain tax positions.The Foundation conducts business solely in the United States and as a result, files tax returns for the United States and Illinois. In the normal course of business the Foundation is subject to examination by taxing authorities. The Foundations tax returns for years subsequent to 2010 are open, by statute, for review by authorities. At June 30, 2015 there are no ongoing income tax audits or unresolved disputes with the various tax authorities the Foundation currently files or has filed with.”

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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0500
IRS990/PrincipalOfficerNm0JAMES HAMILTON
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IRS990/PYContributionsGrantsAmt025575
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IRS990/PYGrantsAndSimilarPaidAmt075677
IRS990/PYInvestmentIncomeAmt0861837
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IRS990/PYOtherExpensesAmt0111319
IRS990/PYOtherRevenueAmt0137416
IRS990/PYRevenuesLessExpensesAmt0776556
IRS990/PYSalariesCompEmpBnftPaidAmt061276
IRS990/PYTotalExpensesAmt0248272
IRS990/PYTotalRevenueAmt01024828
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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0293458
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
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IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/AppointElectMajorityOfficerInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ExerciseDirectionPoliciesInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0509069
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MILESTONE INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0509069
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01634452
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt012998
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01641344
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt029846
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt035952
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01493207
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01634452
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0162348
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt021103
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01441154
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01493207
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt071338
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt019285
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01441154
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01441154
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt044496
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt044496
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01441154
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01441154
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt049249
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt049249
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0664376
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0817217
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RETIREMENT BENEFIT
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.88600
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/RevenueSubtotalAmt0957834
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT EARNINGS ARE TO BE USED BY THE ORGANIZATION'S OPERATIONS AS DEEMED NECESSARY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The Foundation follows the guidance of provisions of ASC Topic 940, Income Taxes. ASC Topic 740 requires that a tax position be recognized or derecognized based on a more-likely-than-not threshold. This applies to positions taken or expected to be taken in a tax return. The Foundation does not believe the financial statements include (or reflect) any uncertain tax positions.The Foundation conducts business solely in the United States and as a result, files tax returns for the United States and Illinois. In the normal course of business the Foundation is subject to examination by taxing authorities. The Foundations tax returns for years subsequent to 2010 are open, by statute, for review by authorities. At June 30, 2015 there are no ongoing income tax audits or unresolved disputes with the various tax authorities the Foundation currently files or has filed with.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X : FIN48 Footnote
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.11400
IRS990ScheduleD/TotalBookValueOtherAssetsAmt010435454
IRS990ScheduleD/TotalExpensesPerForm990Amt0664376
IRS990ScheduleD/TotalLiabilityAmt0817217
IRS990ScheduleD/TotalRevenuePerForm990Amt0957834
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0957834
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0664376
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/CashPrizesBingoAmt06600
IRS990ScheduleG/GamingInformationGrp/CashPrizesOtherGamingAmt0648393
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt0654993
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt0732056
IRS990ScheduleG/GamingInformationGrp/GrossRevenueBingoAmt011688
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt0885753
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt0897441
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt0165385
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt057679
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt058463
IRS990ScheduleG/GamingInformationGrp/OtherDirectExpensesBingoAmt0784
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsOtherGamingAmt018600
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsTotalGamingAmt018600
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoPct01.00000
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingPct00.80000
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0true
IRS990ScheduleG/IndividualWithBooksNm0HUGH LIPPETT
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt04060 MCFARLAND ROAD
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0ROCKFORD
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0IL
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd061111
IRS990ScheduleG/StatesWhereGamingConductedCd0IL
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt035952
IRS990ScheduleI/RecipientTable/CashGrantAmt1473117
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0DIRECT SUPPORT-DISABLED IND CARE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MILESTONE INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MILESTONE INC
IRS990ScheduleI/RecipientTable/RecipientEIN0362769807
IRS990ScheduleI/RecipientTable/RecipientEIN1362769807
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04060 MCFARLAND ROAD
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/ZIPCd061111
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd161111
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,393,446
Liabilities
$822,587
Net assets
$13,570,859
Revenue
$957,834
Expenses
$664,376
Net income
$293,458
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
Peer Organizations

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