2022-02-28T09:04:43-06:00 2021-06-30 421029744 TDT CPAS AND ADVISORS PC 1245 JORDAN CREEK PKWY SUITE 100 WEST DES MOINES IA 502662300 990 2020-07-01 421321239 MILESTONES AREA AGENCY ON AGING MILE 5633249085 935 E 53RD ST DAVENPORT IA 52807 JULIE SCHILLING CHAIRPERSON 5634843147 2022-02-08 true JULIE SCHILLING XXX-XX-XXXX DAN MONTGOMERY CPA P02183410 5156575800 2022-02-28 2020 2022-09-23 18:48:47Z JULIE SCHILLING 935 E 53RD STREET DAVENPORT IA 52807 6015986 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 7 173 489 0 4946854 5435235 673243 561748 767 7236 0 5620864 6004219 0 0 3004426 2923313 0 0 2544600 2785247 5549026 5708560 71838 295659 1759348 2561331 782158 1288482 977190 1272849 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 3655642 467183 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. 26309 9104 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. 1793494 85461 IOWA 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. 5475445 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 8 0 true 173 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 80015 0 15844 MARIELA TREVINO FISCAL OFFIC 40.00 X 30419 0 1913 JIM HOWELL LEFT JUNE 2021 DIRECTOR X 0 0 0 PEGGY FISHER JOINED FEB 2021 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 110434 17757 false false false SODEXO 518 W LOCUST ST DAVENPORT IA 52803 MEALS 592875 US FOODS 3550 2ND AVENUE CORALVILLE IA 52241 RAW FOOD 293176 UNITED HEALTH CARE PO BOX 94017 PALATINE IL 60094 INSURANCE 205826 CORNER STOP 41 W GILLET STREET PRESTON IA 52069 MEALS 177540 TRINITY FOOD SERVICE 1518 MULBERRY AVENUE MUSCATINE IA 52761 MEALS 119142 5 4784425 650810 5435235 CONGREGATE/HOME DEL MEALS 722210 467183 467183 OPTIONS COUNSELING 722210 85461 85461 ELDERLY WAIVER INCOME 722210 9104 9104 561748 118 118 18885 11767 7118 7118 7118 6004219 568866 118 158159 158159 2056276 2056276 487599 487599 221279 210749 10530 2769 2428 341 30896 25571 5325 456796 437303 19493 56085 55821 264 50485 50485 CONTRACTUAL 1417280 1388987 28293 FOOD 357880 357857 23 SUPPLIES 166304 165287 1017 EQUIPMENT PURCHASES 127360 120625 6735 119392 116457 2935 5708560 5475445 233115 0 258786 151741 981715 1441828 246932 664575 50719 39933 42131 42020 452698 240551 169978 212147 9087 9087 1759348 2561331 462813 472814 319345 813741 1927 782158 1288482 X 977190 1272849 977190 1272849 1759348 2561331 295659 X false true X true true true X 4861472 4694049 4581487 4946854 5435235 24519097 4861472 4694049 4581487 4946854 5435235 24519097 24519097 817 865 1262 767 118 3829 24522926 3594595 0.99980 0.99980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 208352 208352 452698 240551 212147 420499 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. 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. 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 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