Liabilities / Assets
7th percentile
Higher debt load relative to assets than 7% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
7th percentile
Higher debt load relative to assets than 7% of similar nonprofits.
Liabilities / Revenue
9th percentile
Higher debt load relative to revenue than 9% of similar nonprofits.
Net Margin
23rd percentile
Higher net margin than 23% of similar nonprofits.
Top Officer Pay
14th percentile
Higher top officer pay than 14% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
64th percentile
Faster asset growth than 64% of similar nonprofits.
Revenue Growth
54th percentile
Faster revenue growth than 54% of similar nonprofits.
Assets
Up$17,871,890
Up $1,349,935 (+8.2%) from 2024
Net Assets
Up$17,866,684
Up $1,349,922 (+8.2%) from 2024
Liabilities
Up$5,206
Up $13 (+0.3%) from 2024
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
Serve the developmentally disabled.
| Line | Beginning | End | Change |
|---|---|---|---|
| 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 | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Assets Org | $5,206 | - | - |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 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 |
| Name | Title |
|---|---|
| James Patrick | Chairperson |
| Patrick Agnew | President |
| Karl Swanson | Director |
| James Hamilton | CEO |
| Dave Baxter | Treasurer an |
| Line Item | Amount |
|---|---|
| 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 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| 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 |
| Line Item | Amount |
|---|---|
| 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 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Milestone Inc | Rockford, IL | - | General Support | $365,293 |
| Goldie Floberg Center | Rockford, IL | - | General Support | $25,000 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“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.”
“The foundation reviews the conflicts of interest information annually and makes sure any board members who have conflicts abstain from voting matters.”
“Audited financial statements available upon request.”
“Amount held in a separate account for the benefit of a client of milestone inc.”
“Endowment earnings are to be used by the organization's operations as deemed necessary.”
“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.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | SERVE THE DEVELOPMENTALLY DISABLED. |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | LISA MUNSON |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 8156546100 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 4060 MCFARLAND RD |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | ROCKFORD |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 61111 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 30808 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 8346 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | true |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 390493 |
| IRS990/CYInvestmentIncomeAmt | 0 | 488358 |
| IRS990/CYOtherExpensesAmt | 0 | 112295 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -14430 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 502788 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 488358 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | SUPPORT THE CARE FACILITIES FOR DEVELOPMNETALLY DISABLED INDIVIDUALS. |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 4782759 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 5167042 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | true |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/EscrowAccountLiabilityGrp/BOYAmt | 0 | 5193 |
| IRS990/EscrowAccountLiabilityGrp/EOYAmt | 0 | 5206 |
| IRS990/ExpenseAmt | 0 | 390493 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 13400 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 13400 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 78912 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 78912 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | PATRICK AGNEW |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | DAVE BAXTER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JAMES HAMILTON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | JAMES PATRICK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | KARL SWANSON |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TREASURER AN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | CEO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | CHAIRPERSON |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | DIRECTOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1982 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 5 |
| IRS990/GrantAmt | 0 | 390493 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 390493 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 390493 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | true |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 488358 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 5 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 2230 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 2230 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 488358 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 488358 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 9691781 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 10479722 |
| IRS990/IRPDocumentCnt | 0 | 1 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | IL |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | SERVE THE DEVELOPMENTALLY DISABLED. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 16516762 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 17866684 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 1364352 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 11734003 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 12699642 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 15138 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 15138 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 6769370 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 7367327 |
| IRS990/OtherExpensesGrp/Desc | 0 | DUES AND FEES |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 2615 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 2615 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 576 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 550 |
| IRS990/PrincipalOfficerNm | 0 | PATRICK AGNEW |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 25000 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 435942 |
| IRS990/PYInvestmentIncomeAmt | 0 | 428623 |
| IRS990/PYOtherExpensesAmt | 0 | 86727 |
| IRS990/PYOtherRevenueAmt | 0 | 50 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -68996 |
| IRS990/PYTotalExpensesAmt | 0 | 522669 |
| IRS990/PYTotalRevenueAmt | 0 | 453673 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -14430 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | true |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 29420 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 15945 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt | 0 | 428515 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt | 0 | 428515 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt | 0 | 428515 |
| IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt | 0 | 428515 |
| IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt | 0 | 532953 |
| IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt | 0 | 532953 |
| IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt | 0 | 0 |
| IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt | 0 | 364238 |
| IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt | 0 | 532953 |
| IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt | 0 | 532953 |
| IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt | 0 | 532953 |
| IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt | 0 | 390493 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt | 0 | 390493 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt | 0 | 1185141 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt | 0 | 435942 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt | 0 | 522139 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt | 0 | 199487 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt | 0 | 194617 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt | 0 | 365909 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt | 0 | 1575634 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt | 0 | 390493 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt | 0 | 435942 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt | 0 | 522139 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt | 0 | 199487 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt | 0 | 27573 |
| IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt | 0 | 1718094 |
| IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt | 0 | 390493 |
| IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt | 0 | 532953 |
| IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt | 0 | 0.732697000000 |
| IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt | 0 | 390493 |
| IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt | 0 | 390493 |
| IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd | 0 | true |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd | 0 | false |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd | 0 | true |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501 (C) (3) OF THE IRC. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 1 | ANNUALLY 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/FormAndLineReferenceDesc | 0 | PART IV, SECTION A, LINE 1 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 1 | PART V, SECTION D, LINE 8 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt | 0 | 15459111 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt | 0 | 54488 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt | 0 | 15404623 |
| IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt | 0 | 231887 |
| IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt | 0 | 15227224 |
| IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt | 0 | 532953 |
| IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt | 0 | 15459111 |
| IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt | 0 | 532953 |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 2 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 2 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 362769801 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 1 | 362167018 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 1 | false |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 7 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 1 | 7 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 1 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 365293 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 1 | 25000 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | MILESTONE INC |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 1 | GOLDIE B FLOBERG CENTER |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt | 0 | MILESTONE INC |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt | 1 | GOLDIE B FLOBERG CENTER |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType3NonFuncInd | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 390293 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/AgentTrusteeEtcInd | 0 | false |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 1958744 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 2113273 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 197379 |
| IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt | 0 | 42850 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 1798818 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 1958744 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 229926 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 70000 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 1644152 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 1798818 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 154666 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 1873035 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 1644152 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -228883 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 1462361 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 1873035 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 410674 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | false |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | false |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 78912 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 423876 |
| IRS990ScheduleD/ExplanationProvidedInd | 0 | X |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InclEscrowCustodialAcctLiabInd | 0 | true |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 78912 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 78912 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 1364352 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 0 | 4887624 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 1 | 1959580 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 2 | 514917 |
| IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt | 3 | 5206 |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 0 | EQUITIES |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 1 | FIXED INCOME |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 2 | MONEY MARKET FUNDS |
| IRS990ScheduleD/OtherAssetsOrgGrp/Desc | 3 | CUSTODIAL CASH |
| IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct | 0 | 0.69000 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 1364352 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 78912 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 409446 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | AMOUNT HELD IN A SEPARATE ACCOUNT FOR THE BENEFIT OF A CLIENT OF MILESTONE INC. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | ENDOWMENT EARNINGS ARE TO BE USED BY THE ORGANIZATION'S OPERATIONS AS DEEMED NECESSARY. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE D, PAGE 2, PART IV, LINE 2B |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | SCHEDULE D, PAGE 2, PART V, LINE 4 |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | SCHEDULE D, PAGE 3, PART X |
| IRS990ScheduleD/TermEndowmentBalanceEOYPct | 0 | 0.31000 |
| IRS990ScheduleD/TotalBookValueOtherAssetsAmt | 0 | 7367327 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 502788 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 488358 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 1773798 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 423876 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | false |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 25000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 1 | 365293 |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | GENERAL SUPPORT |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 1 | GENERAL SUPPORT |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | GOLDIE FLOBERG CENTER |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 1 | MILESTONE INC |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 362167018 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 1 | 362769807 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 4960 E STATE ST SUITE 300 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 1 | 4060 MCFARLAND ROAD |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | ROCKFORD |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 1 | ROCKFORD |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 1 | IL |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 61108 |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 1 | 61111 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE FOUNDATION REVIEWS THE CONFLICTS OF INTEREST INFORMATION ANNUALLY AND MAKES SURE ANY BOARD MEMBERS WHO HAVE CONFLICTS ABSTAIN FROM VOTING MATTERS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | AUDITED FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | IL |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 16521955 |
| IRS990/TotalAssetsEOYAmt | 0 | 17871890 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 16521955 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 17871890 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 112295 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 390493 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 502788 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 5193 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 5206 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 5193 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 5206 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 16516762 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 17866684 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 390493 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 488358 |
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Displayed year
2025 • Form 990Detailed filing. Detailed filing data is available for this year.
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