2023-05-11T14:27:42-04:00 2022-06-30 882802798 FORGE FINANCIAL & MANAGEMENT CONSULTING 1245 JORDAN CREEK PKWY STE 100 WEST DES MOINES IA 502662343 990 2021-07-01 421321239 MILESTONES AREA AGENCY ON AGING MILE 5633249085 935 E 53RD ST DAVENPORT IA 52807 STEPHEN SWISHER SECRETARY/TREASURER 5634843147 2023-05-01 true STEPHEN SWISHER XXX-XX-XXXX DAN MONTGOMERY CPA P02183410 5156203050 2023-05-11 2021 2023-04-26 12:10:37Z JULIE SCHILLING 935 E 53RD STREET DAVENPORT IA 52807 6079720 false X WWW.MILESTONESAAA.ORG X 1988 IA MILESTONES AREA AGENCY ON AGING PROVIDES AND COORDINATES HOME AND COMMUNITY BASED SERVICES TO ELDERLY INDIVIDUALS WITHIN A 17 COUNTY AREA IN SOUTHEAST IOWA. 7 7 169 314 0 5435235 5687841 561748 390907 7236 972 0 6004219 6079720 0 0 2923313 3154237 0 0 2785247 3409866 5708560 6564103 295659 -484383 2561331 1658440 1288482 869974 1272849 788466 X 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. false false 2323701 390907 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. PARTICIPATED IN IOWA CAF, RESTAURANT PARTNERSHIP TO PROVIDE CONTRACTED MEALS TO SENIORS IN UNDERSERVED AREAS. NUTRITION EDUCATION IS ALSO PROVIDED, AS WELL AS ADDITIONAL HELPFUL INFORMATION IN THE FORM OF A MONTHLY NEWSLETTER (MILESTONES MINUTE) LAUNCHED IN JANUARY 2019. CAREGIVER SERVICES INCLUDE SUPPORT GROUPS, COUNSELING, AND RESPITE. ADDITIONAL PROVIDERS IDENTIFIED ALLOWING FOR EXPANSION OF SERVICE TO ADDITIONAL AREAS. ADDITIONAL PROVIDERS IDENTIFIED IN UNDERSERVED AREAS FOR HOMEMAKER, CHORE, AND PERSONAL CARE SERVICES ALSO, AND WITH THE ADDITIONAL HEALTH EMERGENCY FUNDING WE WERE ABLE TO SIGNIFICANTLY INCREASE CONSUMER RECEIPT OF THESE SERVICES. ADDITIONAL FUNDS WERE ALSO ALLOCATED TO TRANSPORTATION, TO FUND NON-EMERGENCY MEDICAL TRIPS TO DES MOINES FOR SENIORS IN A TEN-COUNTY AREA. LAUNCHED A NEW FALLS PREVENTION/HOME MODIFICATION PROGRAM CALLED HARP (HOME HAZARD REMOVAL PROGRAM) USING AMERICAN RESCUE PLAN DOLLARS. 43207 MILESTONES OFFICES REOPENED TO THE GENERAL PUBLIC AND HOME VISITS RESUMED. CASE MANAGEMENT, OPTIONS COUNSELING, FAMILY CAREGIVER, ELDER ABUSE PREVENTION, EVIDENCE-BASED FALLS PREVENTION CLASSES, AND IOWA RETURN TO COMMUNITY SERVICES WENT BACK TO IN-PERSON DELIVERY WHILE MAINTAINING THE VIRTUAL DELIVERY OPTION FOR THOSE FOR WHOM THIS WORKS. 3839460 INFORMATION & ASSISTANCE REFERS TO THE LIFELONG LINKS STATEWIDE TOLL FREE LINE THAT PROVIDES INFORMATION AND SERVICE REFERRALS TO CALLERS IN EACH AAA'S SERVICE AREA. IN FY22, THE MILESTONES I & A PROGRAM REMAINED A LIFELINE FOR SENIORS IN NEED OF INFORMATION AND REFERRALS FOR SERVICES. THE CONTINUED BUSYNESS OF THIS SERVICE DEMONSTRATES THE IMPORTANCE OF THIS SERVICE, THE CONTINUED HIGH LEVEL OF NEED EXPERIENCED BY CONSUMERS, AND THE AGENCYS REPUTATION AS A TRUSTED RESOURCE. 6206368 true true false false false false false false false false true false false false true true false true false false false false false false false false false false false false false false false false false false false false false false false false false true true true false false true 22 0 true 169 true false false false false false false false false false false false false X 7 7 false false false false false false false true true false false true true true true true true true true false X MARIELA TREVINO 5634843147 935 E 53RD ST DAVENPORT IA 52807 BECKY PASSMAN EXECUTIVE DI 40.00 X 75284 0 16706 MARIELA TREVINO FISCAL OFFIC 40.00 X 57321 0 5537 TERRY WILSON JOINED AUGUST 2021 VICE-CHAIR 0.50 X X 0 0 0 PEGGY FISHER DIRECTOR 0.50 X 0 0 0 RICHARD M ROLLER DIRECTOR 0.50 X 0 0 0 JULIE SCHILLING CHAIRPERSON 0.50 X X 0 0 0 STEPHEN SWISHER SECRETARY/TR 0.50 X X 0 0 0 BILL THOM DIRECTOR 0.50 X 0 0 0 SHERI M WILSON DIRECTOR 0.50 X 0 0 0 132605 22243 false false false SODEXO 518 W LOCUST ST DAVENPORT IA 52803 MEALS 592598 US FOODS 3550 2ND AVENUE CORALVILLE IA 52241 RAW FOOD 388968 WELLMARK BC BS OF IOWA PO BOX 14456 DES MOINES IA 50306 INSURANCE 305084 MOMS MEALS PURFOODS LLC 3210 SE CORPORATE WOODS DR ANKENY IA 50021 MEALS 292702 TRINITY FOOD SERVICE 1518 MULBERRY AVENUE MUSCATINE IA 52761 MEALS 201958 7 4946599 741242 5687841 CONGREGATE/HOME DEL MEALS 722210 390907 390907 390907 972 972 6079720 390907 972 149074 149074 2386132 2255236 130896 398219 398219 220812 210465 10347 27592 27454 138 41378 26889 14489 330354 299216 31138 103782 103257 525 56560 56560 CONTRACTUAL 1869823 1861620 8203 FOOD 368447 368396 51 EQUIPMENT PURCHASES 159044 151869 7175 SUPPLIES 153368 152319 1049 299518 294868 4650 6564103 6206368 357735 0 151741 87332 1441828 791719 664575 532381 39933 40481 42020 42331 452698 297111 212147 155587 9087 8609 2561331 1658440 472814 548393 813741 319654 1927 1927 1288482 869974 X 1272849 788466 1272849 788466 2561331 1658440 -484383 X false true X true true true X 4694049 4581487 4946854 5435235 5687841 25345466 4694049 4581487 4946854 5435235 5687841 25345466 4439610 20905856 865 1262 767 118 972 3984 25349450 3985502 0.82470 0.99980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 208352 208352 452698 297111 155587 363939 DUE TO FOUNDATION 1927 1927 X 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. 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. PARTICIPATED IN IOWA CAF, RESTAURANT PARTNERSHIP TO PROVIDE CONTRACTED MEALS TO SENIORS IN UNDERSERVED AREAS. NUTRITION EDUCATION IS ALSO PROVIDED, AS WELL AS ADDITIONAL HELPFUL INFORMATION IN THE FORM OF A MONTHLY NEWSLETTER (MILESTONES MINUTE) LAUNCHED IN JANUARY 2019. CAREGIVER SERVICES INCLUDE SUPPORT GROUPS, COUNSELING, AND RESPITE. ADDITIONAL PROVIDERS IDENTIFIED ALLOWING FOR EXPANSION OF SERVICE TO ADDITIONAL AREAS. ADDITIONAL PROVIDERS IDENTIFIED IN UNDERSERVED AREAS FOR HOMEMAKER, CHORE, AND PERSONAL CARE SERVICES ALSO, AND WITH THE ADDITIONAL HEALTH EMERGENCY FUNDING WE WERE ABLE TO SIGNIFICANTLY INCREASE CONSUMER RECEIPT OF THESE SERVICES. ADDITIONAL FUNDS WERE ALSO ALLOCATED TO TRANSPORTATION, TO FUND NON-EMERGENCY MEDICAL TRIPS TO DES MOINES FOR SENIORS IN A TEN-COUNTY AREA. LAUNCHED A NEW FALLS PREVENTION/HOME MODIFICATION PROGRAM CALLED HARP (HOME HAZARD REMOVAL PROGRAM) USING AMERICAN RESCUE PLAN DOLLARS. 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 UPON REQUEST MILESTONES FOUNDATION 953 E 53RD STREET DAVENPORT IA 52807 201026414 RENTAL IA 501C3 12B MILESTONES true false false true false false false false false false false true false false false false false false false false MILESTONES FOUNDATION K 96000 ACTUAL FMV