Civic Intelligence

Milestones

EIN 82-2863418 • 501(c)3 • Honolulu, HI

Profile

Milestones will apply our diverse professional expertise, and community relationships to improve care for people with neurologic disorders, realizing value in all children and families. We will embrace the journey of transformation with our patients and their families, and in an ever- changing health care environment that presents new challenges and opportunities. "develop clinical programs to enrich the lives of individuals with neurodevelopmental disorders "enhance our system of care for at-risk, underserved children through early, comprehensive evaluation and treatment to improve behavioral health "foster growth of community members in the pursuit of their personal and professional goals related to neurodevelopmental disability care "participate with community organizations in their efforts to make hawaii a better place for people with disabilities "seek out the best partners to complement our capabilities in pursuit of our vision

820 Mililani St Ste 400Honolulu, HI 96813

www.milestoneshawaii.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

7th percentile

-205%

Higher net margin than 7% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$46,154

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 26.2% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-90%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$0

Down $375,827 (-100%) from 2018

Liabilities

Down

$0

Down $15,430 (-100%) from 2018

Net Assets

Down

$0

Down $360,397 (-100%) from 2018

Revenue

Down

$176,195

Down $1,534,509 (-90%) from 2018

Expenses

Down

$536,592

Down $1,003,888 (-65%) from 2018

Net Income

Down

-$360,397

Down $530,621 (-312%) from 2018

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2017: $194,673Liabilities 2017: $4,500Net Assets 2017: $190,1732017Assets 2018: $375,827Liabilities 2018: $15,430Net Assets 2018: $360,3972018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2017: $200,100Expenses 2017: $9,927Net Income 2017: $190,1732017Revenue 2018: $1,710,704Expenses 2018: $1,540,480Net Income 2018: $170,2242018Revenue 2019: $176,195Expenses 2019: $536,592Net Income 2019: -$360,3972019

Highlighted filing

2019

Revenue$176,195
Expenses$536,592
Net Income-$360,397

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.0
Gross Receipts
$185,675
Mission and Program Overview

Mission

Milestones will apply our diverse professional expertise, and community relationships to improve care for people with neurologic disorders, realizing value in all children and families. We will embrace the journey of transformation with our patients and their families, and in an ever- changing health care environment that presents new challenges and opportunities. "develop clinical programs to enrich the lives of individuals with neurodevelopmental disorders "enhance our system of care for at-risk, underserved children through early, comprehensive evaluation and treatment to improve behavioral health "foster growth of community members in the pursuit of their personal and professional goals related to neurodevelopmental disability care "participate with community organizations in their efforts to make hawaii a better place for people with disabilities "seek out the best partners to complement our capabilities in pursuit of our vision

Milestones will apply our diverse professional expertise, and community relationships to improve care for people with neurologic disorders, realizing value in all children and families. We will embrace the journey of transformation with our patients and their families, and in an ever- changing health care environment that presents new challenges and opportunities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$197,463--
Accounts Receivable$167,196--
Land, Buildings, and Equipment, Net$10,223--
Prepaid Expenses and Deferred Charges$945--
Total Assets$375,827$0▼ $375,827
Liabilities
Accounts Payable and Accrued Expenses$15,430--
Total Liabilities$15,430$0▼ $15,430
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$360,397--
Total Net Assets Fund Balance$360,397$0▼ $360,397
Total Liabilities and Net Assets / Fund Balance$375,827$0▼ $375,827
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Ryan LeePresidentFT$46,154$46,154

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$104,453
Program Service Revenue
$79,422
Investment Income
$-7,680
Other Revenue
$0
All Other Contributions
$79,060
Change in Net Assets
$-360,397
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$311,749
Other Expenses$224,843
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$206,614$19,957-$226,571
Occupancy$48,529$5,392-$53,921
Current Officers, Directors, Trustees, and Key Employees$41,538$4,615-$46,153
Fees for Services Legal-$33,363-$33,363
Payroll Taxes$24,703$2,745-$27,448
Insurance-$24,730-$24,730
Fees for Services Other$19,640$202-$19,842
Other Employee Benefits$10,419$1,158-$11,577
Fees for Services Accounting$4,863$540-$5,403
Payments to Affiliates-$4,816-$4,816
Advertising-$2,814-$2,814
Depreciation Depletion$668$75-$743
Information Technology-$456-$456
Other Expenses$72,644$63-$63
All Other Expenses-$38-$38
Office Expenses$366$-907-$-541
Total Functional Expenses$429,984$106,608$0$536,592
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 9

Ryan lee c/o zachary mcnish makawao, hi 96768 michael broderick c/o zachary mcnish makawao, hi 96768 christine van bergeijk c/o zachary mcnish makawao, hi 96768 michael mohr c/o zachary mcnish makawao, hi 96768

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

Copies of the completed draft form 990 (including required schedules) will be distributed to the ceo and board of directors in either electronic or paper form for review and approval. Any questions or concerns will be noted and addressed, and management staff will ensure that changes are incorporated into the form 990 as appropriate. Copies of the draft form 990 will then be distributed to the board of directors in either electronic or paper form for review and approval. Any questions or concerns will be noted and addressed, and management staff will ensure that changes are incorporated into the form 990 as appropriate.

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

If the board or committe has reasonable cause to believe a director, officer or committee member has failed to diclose actual or possible conflicts of interest, it shall inform that person of the basis for such belief and afford that person an opportunity to explain the alleged failure to disclose. If, after hearing that person's response and after making further investigation as warranted by the circumstances, the board or committee determines that person has failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action.

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

Officers shall serve without remuneration, except for the president and chief executive officer, who shall be employee of the corporation and whose compensattion shall be set by the board of directors

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

Officers shall serve without remuneration, except for the president and chief executive officer, who shall be employee of the corporation and whose compensattion shall be set by the board of directors

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Milestones
EIN
82-2863418
Phone
8089796700
Address
820 MILILANI ST STE 400, HONOLULU, HI 96813

Signing Officer

Name
Christine Van Bergeijk
Title
Director
Phone
8083693018
Signed
2020-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ryan Lee
Formed
2017
Legal Domicile
Hi
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Ricky Takemoto CPA LLC
Address
841 BISHOP ST STE 208, HONOLULU, HI 96813-3920
Preparer
Ricky M Takemoto
Phone
8083805588
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Milestones will apply our diverse professional expertise, and community relationships to improve care for people with neurologic disorders, realizing value in all children and families. We will embrace the journey of transformation with our patients and their families, and in an ever- changing health care environment that presents new challenges and opportunities. "develop clinical programs to enrich the lives of individuals with neurodevelopmental disorders "enhance our system of care for at-risk, underserved children through early, comprehensive evaluation and treatment to improve behavioral health "foster growth of community members in the pursuit of their personal and professional goals related to neurodevelopmental disability care "participate with community organizations in their efforts to make hawaii a better place for people with disabilities "seek out the best partners to complement our capabilities in pursuit of our vision

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MILESTONES WILL APPLY OUR DIVERSE PROFESSIONAL EXPERTISE, AND COMMUNITY RELATIONSHIPS TO IMPROVE CARE FOR PEOPLE WITH NEUROLOGIC DISORDERS, REALIZING VALUE IN ALL CHILDREN AND FAMILIES. WE WILL EMBRACE THE JOURNEY OF TRANSFORMATION WITH OUR PATIENTS AND THEIR FAMILIES, AND IN AN EVER- CHANGING HEALTH CARE ENVIRONMENT THAT PRESENTS NEW CHALLENGES AND OPPORTUNITIES. "DEVELOP CLINICAL PROGRAMS TO ENRICH THE LIVES OF INDIVIDUALS WITH NEURODEVELOPMENTAL DISORDERS "ENHANCE OUR SYSTEM OF CARE FOR AT-RISK, UNDERSERVED CHILDREN THROUGH EARLY, COMPREHENSIVE EVALUATION AND TREATMENT TO IMPROVE BEHAVIORAL HEALTH "FOSTER GROWTH OF COMMUNITY MEMBERS IN THE PURSUIT OF THEIR PERSONAL AND PROFESSIONAL GOALS RELATED TO NEURODEVELOPMENTAL DISABILITY CARE "PARTICIPATE WITH COMMUNITY ORGANIZATIONS IN THEIR EFFORTS TO MAKE HAWAII A BETTER PLACE FOR PEOPLE WITH DISABILITIES "SEEK OUT THE BEST PARTNERS TO COMPLEMENT OUR CAPABILITIES IN PURSUIT OF OUR VISION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RYAN LEE C/O ZACHARY MCNISH MAKAWAO, HI 96768 MICHAEL BRODERICK C/O ZACHARY MCNISH MAKAWAO, HI 96768 CHRISTINE VAN BERGEIJK C/O ZACHARY MCNISH MAKAWAO, HI 96768 MICHAEL MOHR C/O ZACHARY MCNISH MAKAWAO, HI 96768
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES OF THE COMPLETED DRAFT FORM 990 (INCLUDING REQUIRED SCHEDULES) WILL BE DISTRIBUTED TO THE CEO AND BOARD OF DIRECTORS IN EITHER ELECTRONIC OR PAPER FORM FOR REVIEW AND APPROVAL. ANY QUESTIONS OR CONCERNS WILL BE NOTED AND ADDRESSED, AND MANAGEMENT STAFF WILL ENSURE THAT CHANGES ARE INCORPORATED INTO THE FORM 990 AS APPROPRIATE. COPIES OF THE DRAFT FORM 990 WILL THEN BE DISTRIBUTED TO THE BOARD OF DIRECTORS IN EITHER ELECTRONIC OR PAPER FORM FOR REVIEW AND APPROVAL. ANY QUESTIONS OR CONCERNS WILL BE NOTED AND ADDRESSED, AND MANAGEMENT STAFF WILL ENSURE THAT CHANGES ARE INCORPORATED INTO THE FORM 990 AS APPROPRIATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IF THE BOARD OR COMMITTE HAS REASONABLE CAUSE TO BELIEVE A DIRECTOR, OFFICER OR COMMITTEE MEMBER HAS FAILED TO DICLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THAT PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD THAT PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THAT PERSON'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THAT PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICERS SHALL SERVE WITHOUT REMUNERATION, EXCEPT FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER, WHO SHALL BE EMPLOYEE OF THE CORPORATION AND WHOSE COMPENSATTION SHALL BE SET BY THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OFFICERS SHALL SERVE WITHOUT REMUNERATION, EXCEPT FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER, WHO SHALL BE EMPLOYEE OF THE CORPORATION AND WHOSE COMPENSATTION SHALL BE SET BY THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 9
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
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IRS990/USAddress/AddressLine1Txt0C/O ZACHARY MCNISH
IRS990/USAddress/AddressLine2Txt0PO BOX 1598
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ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINE VAN BERGEIJK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08083693018
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILESTONES
ReturnHeader/Filer/BusinessNameControlTxt0MILE
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ReturnHeader/Filer/PhoneNum08089796700
ReturnHeader/Filer/USAddress/AddressLine1Txt0820 MILILANI ST STE 400
ReturnHeader/Filer/USAddress/CityNm0HONOLULU
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.235.43.83
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:00:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455477267
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICKY TAKEMOTO CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0841 BISHOP ST STE 208
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HONOLULU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0968133920
ReturnHeader/PreparerPersonGrp/PhoneNum08083805588
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICKY M TAKEMOTO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-13T16:00:24-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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