2021-01-22T11:33:18-06:00 2020-06-30 421029744 TDT CPAS AND ADVISORS PC 1245 JORDAN CREEK PKWY SUITE 100 WEST DES MOINES IA 502662300 990 2019-07-01 421321239 MILESTONES AREA AGENCY ON AGING MILE 5633249085 935 E 53RD ST DAVENPORT IA 52807 JULIE SCHILLING CHAIRPERSON 5634843147 2020-12-08 true DAN MONTGOMERY CPA P02183410 6416289411 2021-01-22 2019 2022-09-23 18:48:47Z JULIE SCHILLING 935 E 53RD STREET DAVENPORT IA 52807 5620864 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. 6 6 179 605 0 4581487 4946854 910588 673243 1262 767 0 5493337 5620864 0 0 2942255 3004426 0 0 2575218 2544600 5517473 5549026 -24136 71838 1352994 1759348 447642 782158 905352 977190 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 3648807 582596 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 ALSO PROVIDED, AS WELL AS ADDITIONAL HELPFUL INFORMATION IN THE FORM OF A MONTHLY NEWSLETTER (MILESTONES MINUTE) LAUNCHED IN JANUARY 2019. WITH THE ONSET OF THE COVID- 19 PANDEMIC, THE AGENCY HAD TO ADAPT SERVICES IN REAL TIME AS THE SEVERITY AND TRANSMISSION LEVELS INCREASED EXPONENTIALLY. CONGREGATE SITES WERE CLOSED IN MARCH, AND ALL MEAL PARTICIPANTS WERE SHIFTED TO HOME DELIVERY. TO DECREASE EXPOSURE, KITCHENS SHIFTED TO PREPARATOIN OF FROZEN MEALS FOR DELIVERY 1 OR 2X PER WEEK RATHER THAN DAILY HOT MEAL DELIVERY. FOOD BOXES WERE PREPARED AND DELIVERED TO ANYONE 60+ WHO REQUESTED ONE. STATE REQUIREMENTS WERE RELAXED ENABLING PARTNERSHIPS WITH RESTAURANTS TO SERVE MORE SELF-ISOLATING SENIORS. STAFF PERFORMED REGULAR "WELLNESS CHECKS" WITH WEEKLY CALLS TO PARTICIPANTS TO MAKE SURE THEY WERE SAFE AND STAYING HEALTHY. AS A RESULT, MILESTONES STAFF DEMONSTRATED THE ABILITY TO PIVOT, ADJUST, AND REDEPLOY PROGRAMMING TO SUCCESSFULLY MEET THE NEEDS OF PARTICIPANTS IN THE PANDEMIC ENVIRONMENT WHILE PRIORITIZING HEALTH AND SAFETY. THE PROGRAM IS AVAILABLE TO PERSONS 60 YEARS OF AGE AND OVER AND THEIR SPOUSES REGARDLESS OF AGE. 15316 10104 MILESTONES OFFICES CLOSED TO THE GENERAL PUBLIC IN MARCH AND, BECAUSE OF THE RISK OF TRANSMISSION, HOME VISITS WERE SUSPENDED. CASE MANAGEMENT, OPTIONS COUNSELING, FAMILY CAREGIVER, AND ELDER ABUSE PREVENTION ARE AMONG THOSE SERVICES NORMALLY CONDUCTED THROUGH HOME OR OFFICE VISITS, BUT STAFF CONTINUED TO DELIVER SERVICES THROUGH TELEPHONE AND BY ALSO EXPANDING TO EXPLORE WAYS TO MEET NEEDS THROUGH MEANS OF VIRTUAL DELIVERY. 1638656 80543 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 FY20, THE MILESTONES I & A PROGRAM SERVED 90% MORE CONSUMERS THAN IN FY19, AND CALLS TO THE TOLL FREE LINE INCREASED BY 110%. WE KNOW THAT THESE INCREASES DEMONSTRATE THE GREATER NEED RESULTING OF THE FEAR AND HARDSHIP EXPERIENCED BY CONSUMERS DUE TO THE PANDEMIC. 5302779 true true false false false false false false false false true false false false false 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 11 0 true 179 true false false false false false false false false false false false false X 6 6 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 74258 0 13608 TINA JAEGERS LEFT JUNE 2020 FISCAL OFFIC 40.00 X 62803 0 3950 BOB HOWARD LEFT JANUARY 2020 CHAIRPERSON 0.50 X X 0 0 0 JIM HOWELL DIRECTOR 0.50 X 0 0 0 RICHARD M ROELLER 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 MARIELA TREVINO JOINED JUNE 2O2O FISCAL OFFIC 40.00 X 0 0 0 137061 17558 false false false SODEXO 518 W LOCUST ST DAVENPORT IA 52803 MEALS 596143 US FOODS 3550 2ND AVENUE CORALVILLE IA 52241 RAW FOOD 351950 UNITED HEALTH CARE PO BOX 94017 PALATINE IL 60094 INSURANCE 310176 RK DIXON 5700 UTICA RIDGE ROAD DAVENPORT IA 52807 IT SUPPORT 111852 4 4253989 692865 4946854 CONGREGATE/HOME DEL MEALS 722210 582596 582596 OPTIONS COUNSELING 722210 80543 80543 ELDERLY WAIVER INCOME 722210 10104 10104 673243 767 767 5620864 673243 767 156870 156870 2249682 2249682 373346 373346 224528 217973 6555 5490 5465 25 50251 39183 11068 322954 313125 9829 72673 68845 3828 27834 27834 CONTRACTUAL 1144207 1120870 23337 FOOD 466384 466384 EQUIPMENT PURCHASES 199620 188586 11034 SUPPLIES 148060 147055 1005 107127 84431 22696 5549026 5302779 246247 0 392069 258786 635954 981715 172032 246932 46233 50719 12496 42131 369196 199218 79123 169978 15087 9087 1352994 1759348 405140 462813 42502 319345 447642 782158 X 905352 977190 905352 977190 1352994 1759348 71838 X false true X true true true X 5035371 4861472 4694049 4581487 4946854 24119233 5035371 4861472 4694049 4581487 4946854 24119233 24119233 909 817 865 1262 767 4620 24123853 3032847 0.99980 0.99980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 369196 199218 169978 169978 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 ALSO PROVIDED, AS WELL AS ADDITIONAL HELPFUL INFORMATION IN THE FORM OF A MONTHLY NEWSLETTER (MILESTONES MINUTE) LAUNCHED IN JANUARY 2019. WITH THE ONSET OF THE COVID- 19 PANDEMIC, THE AGENCY HAD TO ADAPT SERVICES IN REAL TIME AS THE SEVERITY AND TRANSMISSION LEVELS INCREASED EXPONENTIALLY. CONGREGATE SITES WERE CLOSED IN MARCH, AND ALL MEAL PARTICIPANTS WERE SHIFTED TO HOME DELIVERY. TO DECREASE EXPOSURE, KITCHENS SHIFTED TO PREPARATOIN OF FROZEN MEALS FOR DELIVERY 1 OR 2X PER WEEK RATHER THAN DAILY HOT MEAL DELIVERY. FOOD BOXES WERE PREPARED AND DELIVERED TO ANYONE 60+ WHO REQUESTED ONE. STATE REQUIREMENTS WERE RELAXED ENABLING PARTNERSHIPS WITH RESTAURANTS TO SERVE MORE SELF-ISOLATING SENIORS. STAFF PERFORMED REGULAR "WELLNESS CHECKS" WITH WEEKLY CALLS TO PARTICIPANTS TO MAKE SURE THEY WERE SAFE AND STAYING HEALTHY. AS A RESULT, MILESTONES STAFF DEMONSTRATED THE ABILITY TO PIVOT, ADJUST, AND REDEPLOY PROGRAMMING TO SUCCESSFULLY MEET THE NEEDS OF PARTICIPANTS IN THE PANDEMIC ENVIRONMENT WHILE PRIORITIZING HEALTH AND SAFETY. THE PROGRAM IS AVAILABLE TO PERSONS 60 YEARS OF AGE AND OVER AND THEIR SPOUSES REGARDLESS OF AGE. 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 C 33854 CASH MILESTONES FOUNDATION K 80000 ACTUAL FMV