Civic Intelligence

New Milestones Foundation Inc.

990EZ • Fiscal year 2018 • EIN 73-2399174

Sep 01, 2017 to Aug 31, 2018 • Filed on Jul 15, 2019

1430 Collier StreetAustin, TX 78704

(512) 447-4141

Siviq Scores

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

Liabilities / Assets

77th percentile

0.08x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

93rd percentile

0.60x

Higher debt load relative to revenue than 93% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

12th percentile

-31%

Higher net margin than 12% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

54th percentile

3.4%

Faster asset growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

22nd percentile

-22%

Faster revenue growth than 22% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$436,619

Up $14,245 (+3.4%) from 2017

Net Assets

Down

$399,926

Down $4,446 (-1.1%) from 2017

Liabilities

Up

$36,693

Up $18,691 (+104%) from 2017

Revenue

Down

$61,486

Down $17,384 (-22%) from 2017

Expenses

Up

$80,557

Up $2,937 (+3.8%) from 2017

Net Income

Down

-$19,071

Down $20,321 (-1626%) from 2017

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $338,856Liabilities 2010: $91,274Net Assets 2010: $247,5822010Assets 2011: $276,477Liabilities 2011: $46,226Net Assets 2011: $230,2512011Assets 2012: $227,667Liabilities 2012: $13,213Net Assets 2012: $214,4542012Assets 2013: $277,470Liabilities 2013: $11,135Net Assets 2013: $266,3352013Assets 2014: $322,193Liabilities 2014: $45,599Net Assets 2014: $276,5942014Assets 2015: $326,521Liabilities 2015: $62,903Net Assets 2015: $263,6182015Assets 2016: $388,765Liabilities 2016: $8,437Net Assets 2016: $380,3282016Assets 2017: $422,374Liabilities 2017: $18,002Net Assets 2017: $404,3722017Assets 2018: $436,619Liabilities 2018: $36,693Net Assets 2018: $399,9262018Assets 2019: $486,462Liabilities 2019: $38,509Net Assets 2019: $447,9532019Assets 2020: $540,345Liabilities 2020: $10,453Net Assets 2020: $529,8922020Assets 2021: $675,012Liabilities 2021: $9,607Net Assets 2021: $665,4052021Assets 2022: $641,420Liabilities 2022: $4,374Net Assets 2022: $637,0462022Assets 2023: $677,521Liabilities 2023: $4,374Net Assets 2023: $673,1472023Assets 2024: $791,622Liabilities 2024: $4,374Net Assets 2024: $787,2482024

Highlighted filing

2018

Assets$436,619
Liabilities$36,693
Net Assets$399,926

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2010: $221,394Expenses 2010: $177,742Net Income 2010: $43,6522010Revenue 2011: $169,483Expenses 2011: $186,814Net Income 2011: -$17,3312011Revenue 2012: $93,855Expenses 2012: $109,652Net Income 2012: -$15,7972012Revenue 2013: $118,027Expenses 2013: $66,146Net Income 2013: $51,8812013Revenue 2014: $119,005Expenses 2014: $108,746Net Income 2014: $10,2592014Revenue 2015: $112,055Expenses 2015: $101,539Net Income 2015: $10,5162015Revenue 2016: $192,116Expenses 2016: $84,421Net Income 2016: $107,6952016Revenue 2017: $78,870Expenses 2017: $77,620Net Income 2017: $1,2502017Revenue 2018: $61,486Expenses 2018: $80,557Net Income 2018: -$19,0712018Revenue 2019: $164,885Expenses 2019: $117,594Net Income 2019: $47,2912019Revenue 2020: $152,739Expenses 2020: $78,344Net Income 2020: $74,3952020Revenue 2021: $227,888Expenses 2021: $173,572Net Income 2021: $54,3162021Revenue 2022: $39,657Expenses 2022: $9,191Net Income 2022: $30,4662022Revenue 2023: $33,114Expenses 2023: $6,744Net Income 2023: $26,3702023Revenue 2024: $76,503Expenses 2024: $6,826Net Income 2024: $69,6772024

Highlighted filing

2018

Revenue$61,486
Expenses$80,557
Net Income-$19,071
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jul 15, 2019
Return Version
2017v2.3
Gross Receipts
$126,324
Mission and Program Overview

Mission

Integral care foundation raises funds to support the needs of people in our community with mental illness and intellectual and developmental disabilities. We accomplish this by working in partnership with austin travis county integral care to expand awareness and provide services to those with mental illness, intellectual challenges.

New milestones foundation raises funds to support the needs of people in ourcommunity with mental illness and intellectual and developmental disabilities.we accomplish this by working in partnership with austin travis county integral care to expand awareness and provide services to those with mental illness, intellectual and developmental disabilities or chemical dependency.

Program Services

DescriptionGrantsExpenses
NEW MILESTONES FOUNDATION PARTNERS WITH AUSTIN TRAVIS COUNTY INTEGRAL CARE "ATCIC" TO EXPAND AND PROVIDE SERVICES TO THOSE WITH MENTAL ILLNESS, INTELLECTUAL AND DEVELOPMENTAL DISABILITIES OR CHEMICAL DEPENDENCY. CURRENT YEAR FUNDS PROVIDED WERE DESIGNATED TO PROVIDE SERVICES FOR ATCIC CHILDREN PROGRAMS, SPONSORSHIP TO ATCIC CENTRAL TEXAS AFRICAN AMERICAN MH CONFERENCE, FINANCIAL ASSISTANCE FOR MEDICATIONS FOR ATCIC CLIENTS SERVED, AND ATCIC MEMORIAL GARDEN.$59,700$59,700
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILL ROBBINSMember-$0--
DAVID EVANSCEO - Atcic-$0--
FRANK HOFFMANTreasurer-$0--
HADLEY HEMPELMember-$0--
HAL KATZCenter Bd Appt-$0--
LYNLEY PRATHERMember-$0--
MARY GATLIN HEARONDirector-$0--
NICKIE FROILANDSecretary-$0--
RACHEL GUNNER LCSW BCD CPCPresident - Elect-$0--
RICHARD HOPKINSCenter Bd Appt-$0--
SCOTT HECTOR PHDPresident-$0--
STACY STRAKOWSKIMember-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Champions Event$108,608$33,552$13,639$19,913
Total Events$108,608$33,552$64,838$-31,286
Filing and Contact Details

Filer

Filer Name
New Milestones Foundatin Inc
EIN
73-2399174
Phone
5124474141
Address
1430 COLLIER STREET, AUSTIN, TX 78704

Signing Officer

Name
David Weden
Title
CFO
Phone
5124474141
Signed
2019-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
400 PINE ST STE 600, ABILENE, TX 79601-5190
Preparer
Michelle Beaty CPA
Phone
3256724000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 170. Description: investment interest / dividends . Amount: 5,223. Total included on form 990-ez, line 4: 5,393.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: austin travis county integral care dba atcic. Grantee address: 1430 collier street austin , tx 78704. Grantee relationship: supported organization. Amount given: 59,700.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: acf admin fees. Amount: 3,334. Description: advertising and promotion. Amount: 2,450. Description: bank charges. Amount: 4,796. Description: community outreach. Amount: 186. Description: equipment. Amount: 536. Description: insurance. Amount: 3,878. Description: meetings & functions - board. Amount: 2,589. Description: membership dues. Amount: 177. Description: miscellaneous. Amount: 1,278. Description: office expense. Amount: 161. Total to form 990-ez, line 16: 19,385.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: net unealized gains and losses on investments. Amount: 14,625.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 5,000. End of year amount: 0. Description: investment in austin community foundation. Beg. Of year amount: 250,670. End of year amount: 257,986. Description: prepaid fundraising expenses. Beg. Of year amount: 10,060. End of year amount: 7,933.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable and accrued expenses. Beg. Of year amount: 378. End of year amount: 311. Description: deferred revenue. Beg. Of year amount: 17,624. End of year amount: 36,382.

Raw XML Appendix240 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.

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IRS990EZ/PrimaryExemptPurposeTxt0NEW MILESTONES FOUNDATION RAISES FUNDS TO SUPPORT THE NEEDS OF PEOPLE IN OURCOMMUNITY WITH MENTAL ILLNESS AND INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.WE ACCOMPLISH THIS BY WORKING IN PARTNERSHIP WITH AUSTIN TRAVIS COUNTY INTEGRAL CARE TO EXPAND AWARENESS AND PROVIDE SERVICES TO THOSE WITH MENTAL ILLNESS, INTELLECTUAL AND DEVELOPMENTAL DISABILITIES OR CHEMICAL DEPENDENCY.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0NEW MILESTONES FOUNDATION PARTNERS WITH AUSTIN TRAVIS COUNTY INTEGRAL CARE (ATCIC) TO RAISE AWARENESS ABOUT MENTAL ILLNESS AND INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. WITH FUNDS RAISED BY NEW MILESTONES FOUNDATION, ATCIC PROVIDES A RANGE OF SERVICES INCLUDING PSYCHIATRIC CRISIS RESPONSE, COMMUNITY BASED TREATMENT AND AFFORDABLE SUPPORTED HOUSING FOR INDIVIDUALS OF ALL AGES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1ATCIC WAS ESTABLISHED BY THE CITY OF AUSTIN, TEXAS AND TRAVIS COUNTY AND CENTRAL HEALTH, AS PROVIDED IN THE TEXAS MENTAL HEALTH AND MENTAL RETARDATION ACT OF 1965. THE PURPOSE OF ATCIC IS TO PROVIDE COMPREHENSIVE BEHAVIORAL HEALTH AND INTELLECTUAL AND DEVELOPMENTAL DISABILITIES SERVICES AT THE COMMUNITY LEVEL TO THE CITIZENS IN THE AUSTIN AND TRAVIS COUNTY AREA.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 170. DESCRIPTION: INVESTMENT INTEREST / DIVIDENDS . AMOUNT: 5,223. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 5,393.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: AUSTIN TRAVIS COUNTY INTEGRAL CARE DBA ATCIC. GRANTEE ADDRESS: 1430 COLLIER STREET AUSTIN , TX 78704. GRANTEE RELATIONSHIP: SUPPORTED ORGANIZATION. AMOUNT GIVEN: 59,700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACF ADMIN FEES. AMOUNT: 3,334. DESCRIPTION: ADVERTISING AND PROMOTION. AMOUNT: 2,450. DESCRIPTION: BANK CHARGES. AMOUNT: 4,796. DESCRIPTION: COMMUNITY OUTREACH. AMOUNT: 186. DESCRIPTION: EQUIPMENT. AMOUNT: 536. DESCRIPTION: INSURANCE. AMOUNT: 3,878. DESCRIPTION: MEETINGS & FUNCTIONS - BOARD. AMOUNT: 2,589. DESCRIPTION: MEMBERSHIP DUES. AMOUNT: 177. DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,278. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 161. TOTAL TO FORM 990-EZ, LINE 16: 19,385.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: NET UNEALIZED GAINS AND LOSSES ON INVESTMENTS. AMOUNT: 14,625.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 5,000. END OF YEAR AMOUNT: 0. DESCRIPTION: INVESTMENT IN AUSTIN COMMUNITY FOUNDATION. BEG. OF YEAR AMOUNT: 250,670. END OF YEAR AMOUNT: 257,986. DESCRIPTION: PREPAID FUNDRAISING EXPENSES. BEG. OF YEAR AMOUNT: 10,060. END OF YEAR AMOUNT: 7,933.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 378. END OF YEAR AMOUNT: 311. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 17,624. END OF YEAR AMOUNT: 36,382.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID WEDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum05124474141
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW MILESTONES FOUNDATIN INC
ReturnHeader/Filer/BusinessNameControlTxt0NEWM
ReturnHeader/Filer/EIN0732399174
ReturnHeader/Filer/PhoneNum05124474141
ReturnHeader/Filer/USAddress/AddressLine1Txt01430 COLLIER STREET
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078704
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04B7FEDDDB59CEC5B972D12EC8AB2EFC11308F9F0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DFB555FE225C921DCBFA4A71AF078D82D8FE5EDF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.247.44.89
ReturnHeader/FilingSecurityInformation/IPDt02019-07-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:08:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 PINE ST STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ABILENE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0796015190
ReturnHeader/PreparerPersonGrp/PhoneNum03256724000
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE BEATY CPA
ReturnHeader/ReturnTs02019-07-15T15:15:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.92$0.04$7.87$0.77$0.07$0.70
2023Detailed filing. Detailed filing data is available for this year.$6.78$0.04$6.73$0.33$0.07$0.26
2022Detailed filing. Detailed filing data is available for this year.$6.41$0.04$6.37$0.40$0.09$0.30
2021Detailed filing. Detailed filing data is available for this year.$6.75$0.10$6.65$2.28$1.74$0.54
2020Detailed filing. Detailed filing data is available for this year.$5.40$0.10$5.30$1.53$0.78$0.74
2019Detailed filing. Detailed filing data is available for this year.$4.86$0.39$4.48$1.65$1.18$0.47
2018Detailed filing. Detailed filing data is available for this year.$4.37$0.37$4.00$0.61$0.81$0.19
2017Detailed filing. Detailed filing data is available for this year.$4.22$0.18$4.04$0.79$0.78$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.89$0.08$3.80$1.92$0.84$1.08
2015Detailed filing. Detailed filing data is available for this year.$3.27$0.63$2.64$1.12$1.02$0.11
2014Detailed filing. Detailed filing data is available for this year.$3.22$0.46$2.77$1.19$1.09$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.77$0.11$2.66$1.18$0.66$0.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.28$0.13$2.14$0.94$1.10$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.76$0.46$2.30$1.69$1.87$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.39$0.91$2.48$2.21$1.78$0.44