Civic Intelligence

Milestone Rocvale Foundation

990 • Fiscal year 2017 • EIN 36-3223946

Jul 01, 2016 to Jun 30, 2017 • Filed on May 18, 2018

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

23rd percentile

0.03x

Higher debt load relative to assets than 23% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

75th percentile

0.78x

Higher debt load relative to revenue than 75% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

49th percentile

2.6%

Higher net margin than 49% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$185,063

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 27.9% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

47th percentile

3.8%

Faster asset growth than 47% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2017

Revenue Growth

12th percentile

-17%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$15,506,610

Up $1,113,164 (+7.7%) from 2015

Net Assets

Up

$14,991,053

Up $1,420,194 (+10%) from 2015

Liabilities

Down

$515,557

Down $307,030 (-37%) from 2015

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin49th percentile

Revenue

Down

$662,783

Down $295,051 (-31%) from 2015

Expenses

Down

$645,351

Down $19,025 (-2.9%) from 2015

Net Income

Down

$17,432

Down $276,026 (-94%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2017

Assets$15,506,610
Liabilities$515,557
Net Assets$14,991,053
Open 2017 Filing

Operations Trend

Revenue Growth12th 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

2017

Revenue$662,783
Expenses$645,351
Net Income$17,432
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 18, 2018
Return Version
2016v3.0
Gross Receipts
$1,310,842
Mission and Program Overview

Mission

Serve the developmentally disabled.

Serve the developmentally disabled

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,528,203$7,541,578▲ $4,013,375
Cash and Non-Interest-Bearing Accounts$95,954$194,854▲ $98,900
Pledges and Grants Receivable$191,236$0▼ $191,236
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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$14,234,195$15,506,610▲ $1,272,415
Other Assets Total$10,418,802$7,770,178▼ $2,648,624
Liabilities
Other Liabilities$669,664$514,562▼ $155,102
Accounts Payable and Accrued Expenses$200$995▲ $795
Total Liabilities$669,864$515,557▼ $154,307
Net Assets / Fund Balance
Unrestricted Net Assets$10,224,298$11,368,493▲ $1,144,195
Temporarily Rstr Net Assets$1,885,882$2,168,409▲ $282,527
Permanently Rstr Net Assets$1,454,151$1,454,151→ $0
Total Net Assets Fund Balance$13,564,331$14,991,053▲ $1,426,722
Total Liabilities and Net Assets / Fund Balance$14,234,195$15,506,610▲ $1,272,415

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,638,514-▲ $115,958$37,974$1,716,498
2015$1,641,343-▲ $35,571$38,400$1,638,514
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
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleBaseOtherTotal
James HamiltonCEO/president$184,441$622$185,063

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$152,962
Program Service Revenue
$0
Investment Income
$394,852
Other Revenue
$114,969
All Other Contributions
$152,962
Change in Net Assets
$17,432

Audited Revenue Reconciliation

Revenue per Audited Statements
$583,534
Revenue Not Reported on Financial Statements
$79,249
Revenue Not Reported on Form 990
$1,409,290
Total Revenue per Audited Statements
$1,992,824
Total Revenue per Form 990
$662,783
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$504,757
Other Expenses$100,564
Salaries, Compensation, and Employee Benefits$40,030
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$504,757--$504,757
Fees for Service Investment Mgmnt Fees-$79,249-$79,249
Other Employee Benefits-$29,961-$29,961
Payroll Taxes-$10,069-$10,069
Fees for Services Accounting-$8,340-$8,340
Other Expenses-$7,355-$7,355
Office Expenses-$3,620-$3,620
Insurance-$2,000-$2,000
Total Functional Expenses$504,757$140,594$0$645,351

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$645,351
Expenses per Audited Statements$566,102
Total Expenses per Audited Statements$566,102
Expenses Not Reported on Financial Statements$79,249
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Milestone IncRockford, IL-General Support$456,783
Milestone IncRockford, IL-Direct Support-disabled Ind Care$37,974
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$763,028
Gaming Direct Expenses$648,059
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

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$514,562
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
Yes
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 4: Description of Significant Changes to Organizational Documents

“The organization changed its name.”

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
Milestone Rocvale Foundation
EIN
36-3223946
Phone
8156546100
Address
4060 MCFARLAND ROAD, ROCKFORD, IL 61111

Signing Officer

Name
James Hamilton
Title
CEO/president
Signed
2018-05-18
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
Siepert & Co Llp
Address
4278 EAST ROCKTON RD, ROSCOE, IL 61073
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 information returns for the United States and Illinois. In the normal course of business the Foundation is subject to examination by taxing authorities. The Foundations information returns for years subsequent to 2012 are open, by statute, for review by authorities. At June 30, 2017 there are no ongoing examinations or unresolved disputes with the various tax authorities the Foundation currently files or has filed with.”

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IRS990/PYOtherExpensesAmt092867
IRS990/PYOtherRevenueAmt0114363
IRS990/PYRevenuesLessExpensesAmt0348843
IRS990/PYSalariesCompEmpBnftPaidAmt047525
IRS990/PYTotalExpensesAmt0245446
IRS990/PYTotalRevenueAmt0594289
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt017432
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
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0272356
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0272356
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0272356
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0272356
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0483262
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0483262
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0231503
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0483262
IRS990ScheduleA/DistributableAmountGrp/FirstYearType3NonFuncInd0X
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt0483262
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0483262
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0504757
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt021495
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt021495
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt021495
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0449757
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0483262
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.93100
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0504757
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0504757
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
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 a request for contributions earmarked for those purpose.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section A, Line 1: Description Of How Supported Organizations Are Desigated
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part V, Section D, Line 8: Distributions To Attentive Supported Organizations
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt013807475
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0173859
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt013633616
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt013807475
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0483262
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt013807475
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0483262
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0362769801
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1362167018
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2362212474
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd17
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd27
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0494757
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt15000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt25000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MILESTONE INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1GOLDIE FLOBERG CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2BARBARA OLSON CENTER OF HOPE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0504757
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/CYEndwmtFundGrp/BeginningYearBalanceAmt01638514
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01716498
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0115958
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt037974
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01641343
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01638514
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt035571
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt038400
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01634452
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt012998
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01641344
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt029846
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt035952
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01493207
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01634452
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0162348
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt021103
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01441154
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01493207
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt071338
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt019285
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt079249
IRS990ScheduleD/ExpensesSubtotalAmt0566102
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt079249
IRS990ScheduleD/InvestmentExpensesNotIncldAmt079249

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,506,610
Liabilities
$515,557
Net assets
$14,991,053
Revenue
$662,783
Expenses
$645,351
Net income
$17,432
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