Civic Intelligence

Milestones Area Agency on Aging

EIN 42-1321239 • 501(c)3 • Davenport, IA

Profile

Milestones area agency on aging provides and coordinates home and community based services to elderly individuals within a 17 county area in southeast iowa. The counties include appanoose, clinton, davis, des moines, henry, jefferson, keokuk, lee, louisa, lucas, mahaska, monroe, muscatine, scott, van buren, wapello and wayne. Services are designed specifically to address nutritional and supportive services for individuals over 60 years of age to help them remain in their home and community.

935 E 53rd StDavenport, IA 52807

www.milestonesaaa.org

Siviq Scores

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

Liabilities / Assets

77th percentile

0.45x

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

501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

35th percentile

0.08x

Higher debt load relative to revenue than 35% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

33rd percentile

-1.5%

Higher net margin than 33% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

5th percentile

-26%

Faster asset growth than 5% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

68th percentile

18%

Faster revenue growth than 68% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$1,230,462

Down $427,978 (-26%) from 2022

Liabilities

Down

$550,466

Down $319,508 (-37%) from 2022

Net Assets

Down

$679,996

Down $108,470 (-14%) from 2022

Operations
Liabilities / Revenue35th percentileNet Margin33rd percentile

Revenue

Up

$7,183,935

Up $1,104,215 (+18%) from 2022

Expenses

Up

$7,292,405

Up $728,302 (+11%) from 2022

Net Income

Up

-$108,470

Up $375,913 (+78%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth5th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,162,699Liabilities 2012: $203,152Net Assets 2012: $959,5472012Assets 2013: $1,308,139Liabilities 2013: $178,090Net Assets 2013: $1,130,0492013Assets 2014: $2,284,793Liabilities 2014: $664,259Net Assets 2014: $1,620,5342014Assets 2015: $2,237,848Liabilities 2015: $633,040Net Assets 2015: $1,604,8082015Assets 2016: $2,023,983Liabilities 2016: $568,309Net Assets 2016: $1,455,6742016Assets 2017: $1,796,428Liabilities 2017: $614,777Net Assets 2017: $1,181,6512017Assets 2018: $1,353,413Liabilities 2018: $423,925Net Assets 2018: $929,4882018Assets 2019: $1,352,994Liabilities 2019: $447,642Net Assets 2019: $905,3522019Assets 2020: $1,759,348Liabilities 2020: $782,158Net Assets 2020: $977,1902020Assets 2021: $2,561,331Liabilities 2021: $1,288,482Net Assets 2021: $1,272,8492021Assets 2022: $1,658,440Liabilities 2022: $869,974Net Assets 2022: $788,4662022Assets 2023: $1,230,462Liabilities 2023: $550,466Net Assets 2023: $679,9962023

Highlighted filing

2023

Assets$1,230,462
Liabilities$550,466
Net Assets$679,996
Open 2023 Filing

Operations Trend

Revenue Growth68th percentile

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

$10M$5.0M$0-$5.0MRevenue 2012: $2,765,236Expenses 2012: $2,654,326Net Income 2012: $110,9102012Revenue 2013: $2,798,454Expenses 2013: $2,627,952Net Income 2013: $170,5022013Revenue 2014: $7,487,536Expenses 2014: $7,432,021Net Income 2014: $55,5152014Revenue 2015: $7,866,710Expenses 2015: $7,882,436Net Income 2015: -$15,7262015Revenue 2016: $7,847,724Expenses 2016: $7,996,858Net Income 2016: -$149,1342016Revenue 2017: $7,906,529Expenses 2017: $8,031,693Net Income 2017: -$125,1642017Revenue 2018: $6,143,930Expenses 2018: $6,396,093Net Income 2018: -$252,1632018Revenue 2019: $5,493,337Expenses 2019: $5,517,473Net Income 2019: -$24,1362019Revenue 2020: $5,620,864Expenses 2020: $5,549,026Net Income 2020: $71,8382020Revenue 2021: $6,004,219Expenses 2021: $5,708,560Net Income 2021: $295,6592021Revenue 2022: $6,079,720Expenses 2022: $6,564,103Net Income 2022: -$484,3832022Revenue 2023: $7,183,935Expenses 2023: $7,292,405Net Income 2023: -$108,4702023

Highlighted filing

2023

Revenue$7,183,935
Expenses$7,292,405
Net Income-$108,470
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$1,230,462
Liabilities
$550,466
Net assets
$679,996
Revenue
$7,183,935
Expenses
$7,292,405
Net income
-$108,470
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.23$0.55$0.68$7.18$7.29$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.87$0.79$6.08$6.56$0.48
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.56$1.29$1.27$6.00$5.71$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.78$0.98$5.62$5.55$0.07
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.45$0.91$5.49$5.52$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.42$0.93$6.14$6.40$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.61$1.18$7.91$8.03$0.13
2016Summary only. Only limited summary data is available for this year.$2.02$0.57$1.46$7.85$8.00$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.24$0.63$1.60$7.87$7.88$0.02
2014Summary only. Only limited summary data is available for this year.$2.28$0.66$1.62$7.49$7.43$0.06
2013Summary only. Only limited summary data is available for this year.$1.31$0.18$1.13$2.80$2.63$0.17
2012Summary only. Only limited summary data is available for this year.$1.16$0.20$0.96$2.77$2.65$0.11
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 8, 2022
Return Version
2020v4.0
Gross Receipts
$6,015,986
Mission and Program Overview

Mission

Milestones area agency on aging provides and coordinates home and community based services to elderly individuals within a 17 county area in southeast iowa. The counties include appanoose, clinton, davis, des moines, henry, jefferson, keokuk, lee, louisa, lucas, mahaska, monroe, muscatine, scott, van buren, wapello, and wayne. Services are designed specifically to address nutritional and supportive servcies for individuals over 60 years of age to help them remain in their home and community.

Milestones area agency on aging provides and coordinates home and community based services to elderly individuals within a 17 county area in southeast iowa.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$981,715$1,441,828▲ $460,113
Accounts Receivable$246,932$664,575▲ $417,643
Land, Buildings, and Equipment, Net$169,978$212,147▲ $42,169
Cash and Non-Interest-Bearing Accounts$258,786$151,741▼ $107,045
Prepaid Expenses and Deferred Charges$42,131$42,020▼ $111
Inventories for Sale or Use$50,719$39,933▼ $10,786
Total Assets$1,759,348$2,561,331▲ $801,983
Other Assets Total$9,087$9,087→ $0
Liabilities
Deferred Revenue$319,345$813,741▲ $494,396
Accounts Payable and Accrued Expenses$462,813$472,814▲ $10,001
Other Liabilities-$1,927-
Total Liabilities$782,158$1,288,482▲ $506,324
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$977,190$1,272,849▲ $295,659
Total Net Assets Fund Balance$977,190$1,272,849▲ $295,659
Total Liabilities and Net Assets / Fund Balance$1,759,348$2,561,331▲ $801,983

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$212,147$240,551$452,698
Land$208,352-$208,352
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Becky PassmanExecutive DiFT$80,015$15,844$95,859
Mariela TrevinoFiscal OfficFT$30,419$1,913$32,332

Board Members and Trustees

NameTitle
Julie SchillingChairperson
Bill ThomDirector
Jim Howell Left June 2021Director
Peggy Fisher Joined Feb 2021Director
Richard M RollerDirector
Sheri M WilsonDirector
Stephen SwisherSecretary/tr

Highest Paid Contractors

ContractorServicesLocationCompensation
SodexoMeals518 W LOCUST ST, Davenport, IA 52803$592,875
US FoodsRaw Food3550 2ND AVENUE, Coralville, IA 52241$293,176
United Health CareInsurancePO BOX 94017, Palatine, IL 60094$205,826
Corner StopMeals41 W GILLET STREET, Preston, IA 52069$177,540
Trinity Food ServiceMeals1518 MULBERRY AVENUE, Muscatine, IA 52761$119,142
Revenue and Support

Revenue Composition

Contributions and Grants
$5,435,235
Program Service Revenue
$561,748
Investment Income
$7,236
Other Revenue
$0
All Other Contributions
$650,810
Change in Net Assets
$295,659
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,923,313
Other Expenses$2,785,247
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,056,276--$2,056,276
Other Employee Benefits$487,599--$487,599
Occupancy$437,303$19,493-$456,796
Payroll Taxes$210,749$10,530-$221,279
Current Officers, Directors, Trustees, and Key Employees-$158,159-$158,159
Other Expenses$120,625$6,735-$127,360
All Other Expenses$116,457$2,935-$119,392
Travel$55,821$264-$56,085
Depreciation Depletion$50,485--$50,485
Office Expenses$25,571$5,325-$30,896
Advertising$2,428$341-$2,769
Total Functional Expenses$5,475,445$233,115$0$5,708,560
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Foundation$1,927
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“A draft of the 990 is presented to the entire board of directors for review. The board approves the draft prior to filing.”

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

“Upon joining and annually thereafter, board members complete the conflict of interest disclosure statement. The responses are monitored for disclosures to ensure that any member who disclosed such interest will not participate in discussion or negotiation and shall not be allowed to vote or influence the decision making process.”

Form 990, Page 6, Part VI, Line 15A

“Periodically wage surveys and 990s of comparable agencies are reviewed to compare executive compensation.”

Form 990, Page 6, Part VI, Line 15B

“Periodically wage surveys and 990s of comparable agencies are reviewed to compare executive compensation.”

Form 990, Page 6, Part VI, Line 19

“X”

Filing and Contact Details

Filer

Filer Name
Milestones Area Agency on Aging
EIN
42-1321239
Phone
5633249085
Address
935 E 53RD ST, DAVENPORT, IA 52807

Signing Officer

Name
Julie Schilling
Title
Chairperson
Phone
5634843147
Signed
2022-02-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Schilling
Formed
1988
Legal Domicile
Ia
Voting Board Members
7
Independent Board Members
7
Employees
173
Volunteers
489

Preparer

Firm
Tdt Cpas and Advisors Pc
Address
1245 JORDAN CREEK PKWY SUITE 100, WEST DES MOINES, IA 50266-2300
Preparer
Dan Montgomery CPA
Phone
5156575800
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Milestones area agency on aging provides and coordinates home and community based services to elderly individuals within a 17 county area in southeast iowa. The counties include appanoose, clinton, davis, des moines, henry, jefferson, keokuk, lee, louisa, lucas, mahaska, monroe, muscatine, scott, van buren, wapello, and wayne. Services are designed specifically to address nutritional and supportive servcies for individuals over 60 years of age to help them remain in their home and community.”

Form 990, Page 2, Part III, Line 4A

“Home delivered (hdm) and congregate meals are among our core services. Hdms are designed for homebound individuals, and congregate meals are provided at neighborhood meal sites to help reduce isoloation and facilitate socialization. Nutrition education is regularly provided and nutrition counseling is offered as an available service. Additional helpful information in the form of a monthly newsletter, the "milestones minute" is also delivered. In fy21, milestones expanded home deliveries into previously unserviced remote rural areas through a new contract with mom's meals and through restaurant partnerships. Milestones laid the groundwork for a new congregate meals program called "milestones iowa cafe" which involves partnering with restaurants to provide meals which are tracked through a swipe card system (participants are issued a card good for x of meals per month). This service launched on july 8. Throughout fy21, covid-19 protocols remained in place. Congregate sites remained closed, all meal participants were offered their meals on a home delivered basis. Agency offices remained closed to the general public. In the late winter/spring, milestones assisted the iowa dept. Of public health in conveying vaccination information to the 60+ public and assisting with getting folks connected with vaccination scheduling entities. With the advent of vaccinations, staff were able to return to making home visits on a limited basis, and clients could come into the office to meet by appointment. Milestones expanded virtual programming options: acquired equipment and software necessary and staff gained technical expertise and redsigned/adapted content.”

Financial Statement Notes

Schedule D, Page 3, Part X

“The agency and its subsidiary are exempt from federal income tax under code section 501(c)(3) of the internal revenue code. However, income from certain activities not directly related to the agencies' tax exempt purpose is subject to taxation as unrelated business income. The agency and its subsidiary are subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 496 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0462813
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0472814
IRS990/AccountsReceivableGrp/BOYAmt0246932
IRS990/AccountsReceivableGrp/EOYAmt0664575
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0MILESTONES AREA AGENCY ON AGING PROVIDES AND COORDINATES HOME AND COMMUNITY BASED SERVICES TO ELDERLY INDIVIDUALS WITHIN A 17 COUNTY AREA IN SOUTHEAST IOWA.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0341
IRS990/AdvertisingGrp/ProgramServicesAmt02428
IRS990/AdvertisingGrp/TotalAmt02769
IRS990/AllOtherContributionsAmt0650810
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02935
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0116457
IRS990/AllOtherExpensesGrp/TotalAmt0119392
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0MARIELA TREVINO
IRS990/BooksInCareOfDetail/PhoneNum05634843147
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0935 E 53RD ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0DAVENPORT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd052807
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0258786
IRS990/CashNonInterestBearingGrp/EOYAmt0151741
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0158159
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0158159
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/ContractorCompensationGrp/CompensationAmt0592875
IRS990/ContractorCompensationGrp/CompensationAmt1293176
IRS990/ContractorCompensationGrp/CompensationAmt2205826
IRS990/ContractorCompensationGrp/CompensationAmt3177540
IRS990/ContractorCompensationGrp/CompensationAmt4119142
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0518 W LOCUST ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt13550 2ND AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2PO BOX 94017
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt341 W GILLET STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt41518 MULBERRY AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0DAVENPORT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1CORALVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2PALATINE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3PRESTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4MUSCATINE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0IA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1IA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3IA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4IA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd052803
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd152241
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd260094
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd352069
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd452761
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0SODEXO
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1US FOODS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2UNITED HEALTH CARE
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3CORNER STOP
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4TRINITY FOOD SERVICE
IRS990/ContractorCompensationGrp/ServicesDesc0MEALS
IRS990/ContractorCompensationGrp/ServicesDesc1RAW FOOD
IRS990/ContractorCompensationGrp/ServicesDesc2INSURANCE
IRS990/ContractorCompensationGrp/ServicesDesc3MEALS
IRS990/ContractorCompensationGrp/ServicesDesc4MEALS
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05435235
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt07236
IRS990/CYOtherExpensesAmt02785247
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0561748
IRS990/CYRevenuesLessExpensesAmt0295659
IRS990/CYSalariesCompEmpBnftPaidAmt02923313
IRS990/CYTotalExpensesAmt05708560
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06004219
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0319345
IRS990/DeferredRevenueGrp/EOYAmt0813741
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt050485
IRS990/DepreciationDepletionGrp/TotalAmt050485
IRS990/Desc0HOME DELIVERED (HDM) AND CONGREGATE MEALS ARE AMONG OUR CORE SERVICES. HDMS ARE DESIGNED FOR HOMEBOUND INDIVIDUALS, AND CONGREGATE MEALS ARE PROVIDED AT NEIGHBORHOOD MEAL SITES TO HELP REDUCE ISOLOATION AND FACILITATE SOCIALIZATION. NUTRITION EDUCATION IS REGULARLY PROVIDED AND NUTRITION COUNSELING IS OFFERED AS AN AVAILABLE SERVICE. ADDITIONAL HELPFUL INFORMATION IN THE FORM OF A MONTHLY NEWSLETTER, THE "MILESTONES MINUTE" IS ALSO DELIVERED. IN FY21, MILESTONES EXPANDED HOME DELIVERIES INTO PREVIOUSLY UNSERVICED REMOTE RURAL AREAS THROUGH A NEW CONTRACT WITH MOM'S MEALS AND THROUGH RESTAURANT PARTNERSHIPS. MILESTONES LAID THE GROUNDWORK FOR A NEW CONGREGATE MEALS PROGRAM CALLED "MILESTONES IOWA CAFE" WHICH INVOLVES PARTNERING WITH RESTAURANTS TO PROVIDE MEALS WHICH ARE TRACKED THROUGH A SWIPE CARD SYSTEM (PARTICIPANTS ARE ISSUED A CARD GOOD FOR X OF MEALS PER MONTH). THIS SERVICE LAUNCHED ON JULY 8. THROUGHOUT FY21, COVID-19 PROTOCOLS REMAINED IN PLACE. CONGREGATE SITES REMAINED CLOSED, ALL MEAL PARTICIPANTS WERE OFFERED THEIR MEALS ON A HOME DELIVERED BASIS. AGENCY OFFICES REMAINED CLOSED TO THE GENERAL PUBLIC. IN THE LATE WINTER/SPRING, MILESTONES ASSISTED THE IOWA DEPT. OF PUBLIC HEALTH IN CONVEYING VACCINATION INFORMATION TO THE 60+ PUBLIC AND ASSISTING WITH GETTING FOLKS CONNECTED WITH VACCINATION SCHEDULING ENTITIES. WITH THE ADVENT OF VACCINATIONS, STAFF WERE ABLE TO RETURN TO MAKING HOME VISITS ON A LIMITED BASIS, AND CLIENTS COULD COME INTO THE OFFICE TO MEET BY APPOINTMENT. MILESTONES EXPANDED VIRTUAL PROGRAMMING OPTIONS: ACQUIRED EQUIPMENT AND SOFTWARE NECESSARY AND STAFF GAINED TECHNICAL EXPERTISE AND REDSIGNED/ADAPTED CONTENT.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0173
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt03655642
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt015844
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt11913
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0BECKY PASSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1MARIELA TREVINO
IRS990/Form990PartVIISectionAGrp/PersonNm2JIM HOWELL LEFT JUNE 2021
IRS990/Form990PartVIISectionAGrp/PersonNm3PEGGY FISHER JOINED FEB 2021
IRS990/Form990PartVIISectionAGrp/PersonNm4RICHARD M ROLLER
IRS990/Form990PartVIISectionAGrp/PersonNm5JULIE SCHILLING
IRS990/Form990PartVIISectionAGrp/PersonNm6STEPHEN SWISHER
IRS990/Form990PartVIISectionAGrp/PersonNm7BILL THOM
IRS990/Form990PartVIISectionAGrp/PersonNm8SHERI M WILSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt080015
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130419
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1FISCAL OFFIC
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt07118
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt04784425
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt018885
IRS990/GrossReceiptsAmt06015986
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InventoriesForSaleOrUseGrp/BOYAmt050719
IRS990/InventoriesForSaleOrUseGrp/EOYAmt039933
IRS990/InvestmentIncomeGrp/ExclusionAmt0118
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0118
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0240551
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0169978
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0212147
IRS990/LandBldgEquipCostOrOtherBssAmt0452698
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt011767
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0MILESTONES AREA AGENCY ON AGING PROVIDES AND COORDINATES HOME AND COMMUNITY BASED SERVICES TO ELDERLY INDIVIDUALS WITHIN A 17 COUNTY AREA IN SOUTHEAST IOWA. THE COUNTIES INCLUDE APPANOOSE, CLINTON, DAVIS, DES MOINES, HENRY, JEFFERSON, KEOKUK, LEE, LOUISA, LUCAS, MAHASKA, MONROE, MUSCATINE, SCOTT, VAN BUREN, WAPELLO, AND WAYNE. SERVICES ARE DESIGNED SPECIFICALLY TO ADDRESS NUTRITIONAL AND SUPPORTIVE SERVCIES FOR INDIVIDUALS OVER 60 YEARS OF AGE TO HELP THEM REMAIN IN THEIR HOME AND COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0977190
IRS990/NetAssetsOrFundBalancesEOYAmt01272849
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt07118
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt07118
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0977190
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01272849
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt019493
IRS990/OccupancyGrp/ProgramServicesAmt0437303
IRS990/OccupancyGrp/TotalAmt0456796
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05325
IRS990/OfficeExpensesGrp/ProgramServicesAmt025571
IRS990/OfficeExpensesGrp/TotalAmt030896
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09087
IRS990/OtherAssetsTotalGrp/EOYAmt09087
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0487599
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0487599
IRS990/OtherExpensesGrp/Desc0CONTRACTUAL
IRS990/OtherExpensesGrp/Desc1FOOD
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3EQUIPMENT PURCHASES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt028293
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt123
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21017
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt36735
IRS990/OtherExpensesGrp/ProgramServicesAmt01388987
IRS990/OtherExpensesGrp/ProgramServicesAmt1357857
IRS990/OtherExpensesGrp/ProgramServicesAmt2165287
IRS990/OtherExpensesGrp/ProgramServicesAmt3120625
IRS990/OtherExpensesGrp/TotalAmt01417280
IRS990/OtherExpensesGrp/TotalAmt1357880
IRS990/OtherExpensesGrp/TotalAmt2166304
IRS990/OtherExpensesGrp/TotalAmt3127360
IRS990/OtherLiabilitiesGrp/EOYAmt01927
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02056276
IRS990/OtherSalariesAndWagesGrp/TotalAmt02056276
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010530
IRS990/PayrollTaxesGrp/ProgramServicesAmt0210749
IRS990/PayrollTaxesGrp/TotalAmt0221279
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt042131
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt042020
IRS990/PrincipalOfficerNm0JULIE SCHILLING
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0722210
IRS990/ProgramServiceRevenueGrp/BusinessCd1722210
IRS990/ProgramServiceRevenueGrp/BusinessCd2722210
IRS990/ProgramServiceRevenueGrp/Desc0CONGREGATE/HOME DEL MEALS
IRS990/ProgramServiceRevenueGrp/Desc1OPTIONS COUNSELING
IRS990/ProgramServiceRevenueGrp/Desc2ELDERLY WAIVER INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0467183
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt185461
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt29104
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0467183
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt185461
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt29104
IRS990/ProgSrvcAccomActy2Grp/Desc0AGENCY OFFICES REMAINED CLOSED TO THE GENERAL PUBLIC. IN THE LATE WINTER/SPRING, MILESTONES ASSISTED THE IOWA DEPT. OF PUBLIC HEALTH IN CONVEYING VACCINATION INFORMATION TO THE 60+ PUBLIC AND ASSISTING WITH GETTING FOLKS CONNECTED WITH VACCINATION SCHEDULING ENTITIES. WITH THE ADVENT OF VACCINATIONS, STAFF WERE ABLE TO RETURN TO MAKING HOME VISITS ON A LIMITED BASIS, AND CLIENTS COULD COME INTO THE OFFICE TO MEET BY APPOINTMENT. MILESTONES EXPANDED VIRTUAL PROGRAMMING OPTIONS: ACQUIRED EQUIPMENT AND SOFTWARE NECESSARY AND STAFF GAINED TECHNICAL EXPERTISE AND REDSIGNED/ADAPTED CONTENT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt026309
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt09104
IRS990/ProgSrvcAccomActy3Grp/Desc0IOWA RETURN TO COMMUNITY (IRTC) IS A NEW PROGRAM THAT INVOLVES FACILITATING A SUCCESSFUL TRANSITION BACK TO HOME AND COMMUNITY AFTER A HOSPITAL OR CARE FACILITY STAY. IT INVOLVES WORKING WITH THE CLIENT TO SET UP NEEDED SUPPORTIVE SERVICES TO HELP THEM AS THEY RECUPERATE/ADJUST (SUCH AS MEALS, HOMEMAKER, PERSONAL CARE, HOME HEALTH ATTENDANT, CHORE) AND IS TARGETED TO REDUCING READMISSION RATES. IN THE EARLY SPRING OF FY21, MILESTONES SIGNED OUR FIRST PARTNER, A CARE FACILITY IN KEOSAUQUA, WHICH LAUNCHED OUR PARTICIPATION IN THIS NEW PROGRAM. ALSO, AS A RESULT OF CARES ACT, THE AGENCY WAS ABLE TO SUBSTANTIALLY INCREASE FUNDING TO CONTRACTORS FOR THE PROVISION OF ADDITIONAL SUPPORTIVE SERVICES NEEDED BY OLDER IOWANS DUE TO THE HARDSHIPS BROUGHT ABOUT BY THE PANDEMIC.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01793494
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt085461
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04946854
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0767
IRS990/PYOtherExpensesAmt02544600
IRS990/PYProgramServiceRevenueAmt0673243
IRS990/PYRevenuesLessExpensesAmt071838
IRS990/PYSalariesCompEmpBnftPaidAmt03004426
IRS990/PYTotalExpensesAmt05549026
IRS990/PYTotalRevenueAmt05620864
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0295659
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0467183
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0981715
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01441828
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05435235
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04946854
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04581487
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04694049
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04861472
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt024519097
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0118
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0767
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01262
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0865
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0817
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03829
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03594595
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt024519097
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05435235
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04946854
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04581487
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04694049
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04861472
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt024519097
IRS990ScheduleA/TotalSupportAmt024522926
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/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0208352
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0208352
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0212147
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0240551
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0452698
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01927
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO FOUNDATION
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE AGENCY AND ITS SUBSIDIARY ARE EXEMPT FROM FEDERAL INCOME TAX UNDER CODE SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE AGENCIES' TAX EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE AGENCY AND ITS SUBSIDIARY ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0420499
IRS990ScheduleD/TotalLiabilityAmt01927
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MILESTONES AREA AGENCY ON AGING PROVIDES AND COORDINATES HOME AND COMMUNITY BASED SERVICES TO ELDERLY INDIVIDUALS WITHIN A 17 COUNTY AREA IN SOUTHEAST IOWA. THE COUNTIES INCLUDE APPANOOSE, CLINTON, DAVIS, DES MOINES, HENRY, JEFFERSON, KEOKUK, LEE, LOUISA, LUCAS, MAHASKA, MONROE, MUSCATINE, SCOTT, VAN BUREN, WAPELLO, AND WAYNE. SERVICES ARE DESIGNED SPECIFICALLY TO ADDRESS NUTRITIONAL AND SUPPORTIVE SERVCIES FOR INDIVIDUALS OVER 60 YEARS OF AGE TO HELP THEM REMAIN IN THEIR HOME AND COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HOME DELIVERED (HDM) AND CONGREGATE MEALS ARE AMONG OUR CORE SERVICES. HDMS ARE DESIGNED FOR HOMEBOUND INDIVIDUALS, AND CONGREGATE MEALS ARE PROVIDED AT NEIGHBORHOOD MEAL SITES TO HELP REDUCE ISOLOATION AND FACILITATE SOCIALIZATION. NUTRITION EDUCATION IS REGULARLY PROVIDED AND NUTRITION COUNSELING IS OFFERED AS AN AVAILABLE SERVICE. ADDITIONAL HELPFUL INFORMATION IN THE FORM OF A MONTHLY NEWSLETTER, THE "MILESTONES MINUTE" IS ALSO DELIVERED. IN FY21, MILESTONES EXPANDED HOME DELIVERIES INTO PREVIOUSLY UNSERVICED REMOTE RURAL AREAS THROUGH A NEW CONTRACT WITH MOM'S MEALS AND THROUGH RESTAURANT PARTNERSHIPS. MILESTONES LAID THE GROUNDWORK FOR A NEW CONGREGATE MEALS PROGRAM CALLED "MILESTONES IOWA CAFE" WHICH INVOLVES PARTNERING WITH RESTAURANTS TO PROVIDE MEALS WHICH ARE TRACKED THROUGH A SWIPE CARD SYSTEM (PARTICIPANTS ARE ISSUED A CARD GOOD FOR X OF MEALS PER MONTH). THIS SERVICE LAUNCHED ON JULY 8. THROUGHOUT FY21, COVID-19 PROTOCOLS REMAINED IN PLACE. CONGREGATE SITES REMAINED CLOSED, ALL MEAL PARTICIPANTS WERE OFFERED THEIR MEALS ON A HOME DELIVERED BASIS. AGENCY OFFICES REMAINED CLOSED TO THE GENERAL PUBLIC. IN THE LATE WINTER/SPRING, MILESTONES ASSISTED THE IOWA DEPT. OF PUBLIC HEALTH IN CONVEYING VACCINATION INFORMATION TO THE 60+ PUBLIC AND ASSISTING WITH GETTING FOLKS CONNECTED WITH VACCINATION SCHEDULING ENTITIES. WITH THE ADVENT OF VACCINATIONS, STAFF WERE ABLE TO RETURN TO MAKING HOME VISITS ON A LIMITED BASIS, AND CLIENTS COULD COME INTO THE OFFICE TO MEET BY APPOINTMENT. MILESTONES EXPANDED VIRTUAL PROGRAMMING OPTIONS: ACQUIRED EQUIPMENT AND SOFTWARE NECESSARY AND STAFF GAINED TECHNICAL EXPERTISE AND REDSIGNED/ADAPTED CONTENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A DRAFT OF THE 990 IS PRESENTED TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW. THE BOARD APPROVES THE DRAFT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON JOINING AND ANNUALLY THEREAFTER, BOARD MEMBERS COMPLETE THE CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE RESPONSES ARE MONITORED FOR DISCLOSURES TO ENSURE THAT ANY MEMBER WHO DISCLOSED SUCH INTEREST WILL NOT PARTICIPATE IN DISCUSSION OR NEGOTIATION AND SHALL NOT BE ALLOWED TO VOTE OR INFLUENCE THE DECISION MAKING PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PERIODICALLY WAGE SURVEYS AND 990S OF COMPARABLE AGENCIES ARE REVIEWED TO COMPARE EXECUTIVE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PERIODICALLY WAGE SURVEYS AND 990S OF COMPARABLE AGENCIES ARE REVIEWED TO COMPARE EXECUTIVE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6X
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0MILESTONES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MILESTONES FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0201026414
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RENTAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt012B
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0953 E 53RD STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DAVENPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd052807
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.