Civic Intelligence

Milestones

990 • Fiscal year 2017 • EIN 82-2863418

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

820 Mililani St Ste 400Honolulu, HI 96813

(808) 979-6700

Siviq Scores

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

Liabilities / Assets

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

$194,673

No earlier filing loaded for comparison.

Net Assets

$190,173

No earlier filing loaded for comparison.

Liabilities

$4,500

No earlier filing loaded for comparison.

Revenue

$200,100

No earlier filing loaded for comparison.

Expenses

$9,927

No earlier filing loaded for comparison.

Net Income

$190,173

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$194,673
Liabilities$4,500
Net Assets$190,173

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$200,100
Expenses$9,927
Net Income$190,173
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$200,100
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-$194,673-
Total Assets$0$194,673▲ $194,673
Liabilities
Accounts Payable and Accrued Expenses-$4,500-
Total Liabilities$0$4,500▲ $4,500
Net Assets / Fund Balance
Unrestricted Net Assets-$190,173-
Total Net Assets Fund Balance$0$190,173▲ $190,173
Total Liabilities and Net Assets / Fund Balance$0$194,673▲ $194,673
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ryan LeePresident
Christine Van BergeijkDirector
Michael BroderickDirector
Michael MohrDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$200,100
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$200,100
Change in Net Assets
$190,173
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,927
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$6,950--$6,950
Insurance-$945-$945
Other Expenses$1,267$765-$765
Total Functional Expenses$8,217$1,710$0$9,927
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 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 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
Ryan Lee
Title
President
Phone
8083693018
Signed
2018-11-15
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

Form 990, Part IX, Line 11G

Ehr & billing 2,450 0 0 professional services 4,500 0 0 total 6,950 0 0

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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/ExplanationTxt1COPIES 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/ExplanationTxt2IF 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/ExplanationTxt3OFFICERS 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/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/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EHR & BILLING 2,450 0 0 PROFESSIONAL SERVICES 4,500 0 0 TOTAL 6,950 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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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/PreparationDt02018-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICKY M TAKEMOTO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-15T14:54:37-10:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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