2013-01-10T15:14:08-06:00 2012-06-30 390758449 WIPFLI LLP PO BOX 5407 ROCKFORD IL 611250407 990 2011-07-01 362769801 MILESTONE INC MILE 8156546100 4060 MCFARLAND ROAD ROCKFORD IL 61111 MSHAWN WAY 8156546100 2012-12-21 1 KIMBERLIE A CRULL P00189553 8153997700 2011 2016-03-07 17:11:31Z MSHAWN WAY 4060 MCFARLAND ROAD ROCKFORD IL 61111 26004794 0 X WWW.MILESTONE-INC-IL.ORG X 1973 IL THE ORGANIZATION'S PURPOSE IS TO SERVE THE DEVELOPMENTALLY DISABLED. 14 14 862 15 0 0 22911123 22869010 2816243 2946579 144654 115018 42295 66522 25914315 25997129 0 0 0 0 19543245 19716671 0 0 122384 6069722 6310261 25612967 26026932 301348 -29803 18127142 18731582 7917586 8551829 10209556 10179753 X EVERYONE HAS THE RIGHT TO BE TREATED WITH RESPECT, TO PARTICIPATE IN COMMUNITY LIFE, TO DEVELOP AND EXERCISE PERSONAL COMPETENCE, TO HAVE FAMILY AND FRIENDS, AND TO MAKE DECISIONS IN THEIR LIVES. MILESTONE EXISTS TO ENSURE THAT PERSONS WITH DEVELOPMENTAL DISABILITIES CAN EXERCISE THESE SAME RIGHTS. 0 0 20124673 2789634 RESIDENTIAL FACILITIES: MILESTONE HAS 30 RESIDENTIAL GROUP HOMES FOR ADULTS WITH DEVELOPMENTAL DISABILITIES THROUGHOUT THE GREATER ROCKFORD AREA. EACH INDIVIDUAL ACTIVELY TAKES PART IN THE DAY TO DAY ACTIVITIES OF CLEANING, COOKING, SHOPPING, ALONG WITH A WIDE VARIETY OF RECREATIONAL ACTIVITIES. MILESTONE ALSO OPERATES A RESIDENTIAL FACILITY FOR CHILDREN BETWEEN THE AGES OF 6 AND 21 WITH A DEVELOPMENTAL DISABILITY AS A PRIMARY DIAGNOSIS. THIS ENVIRONMENT PROVIDES A COMFORTABLE HOMELIKE ATMOSPHERE COMBINING HIGHLY SPECIALIZED SERVICES WITH AROUND THE CLOCK SUPERVISION AND NURSING CARE. INDIVIDUALS ARE GIVEN THE OPPORTUNITY TO PARTICIPATE IN A WIDE VARIETY OF HOME AND COMMUNITY ACTIVITIES DESIGNED TO PREPARE THEM FOR ADULT LIFE. PROGRAMS RANGE FROM DAILY LIVING SKILLS TO PERSONAL CARE, SAFETY AND PHYSICAL WELL BEING. LASTLY, MILESTONE OPERATES A RESIDENTIAL FACILITY FOR 84 ADULT INDIVIDUALS WHO ARE PHYSICALLY AND DEVELOPMENTALLY DISABLED AND MEDICALLY FRAGILE. THESE INDIVIDUALS ARE PROVIDED WITH A COMFORTABLE HOMELIKE ATMOSPHERE COMBINING HIGHLY SPECIALIZED SERVICES WITH AROUND THE CLOCK MEDICAL CARE. PERSONALIZED ATTENTION AND TRAINING IS PROVIDED TO HELP THE INDIVIDUAL DEVELOP DAILY LIVING SKILLS. 1662424 90602 TRAINING CENTER - FACILITY WHICH PROVIDES EDUCATIONAL, VOCATIONAL AND RECREATIONAL ACTIVITIES FOR THE RESIDENTS. MILESTONE PROVIDES DEVELOPMENTAL TRAINING RANGING FROM SELF CARE AND SOCIAL SKILLS TO EDUCATIONAL AND VOCATIONAL SKILLS TO ADULTS WITH BOTH PHYSICAL AND DEVELOPMENTAL DISABILITIES. THE GOAL IS TO TEACH THE INDIVIDUAL THE SKILLS NECESSARY TO ACHIEVE COMMUNITY INCLUSION WHILE ENHANCING SELF ESTEEM. VOLUNTEERING IN THE COMMUNITY IS AN IMPORTANT PART OF THE PROGRAM. MTC INDIVIDUALS HAVE HELPED EASTER SEALS, THE ROCKFORD PARK DISTRICT, THE SALVATION ARMY, THE VENETIAN CLUB AND MANY OTHER ORGANIZATIONS. 797092 50695 DENTAL PROGRAM-PROVIDES COMPREHENSIVE PREVENTATIVE AND GENERAL DENTISTRY INDIVIDUALLY DESIGNED FOR EACH ADULT AND CHILD WITH DEVELOPMENTAL DISABILITIES FROM 18 COUNTIES IN NORTHERN ILLINOIS. INDIVIDUALS OF ANY AGE WITH DEVELOPMENTAL DISABILITIES ARE ELIGIBLE FOR SERVICES, WITH PRIORITY GIVEN TO INDIVIDUALS IN LICENSED FACILITIES OR PROGRAMS. ONLY INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES WILL BE ELIGIBLE TO BECOME PATIENTS 1149789 15648 OTHER PROGRAMING EXPENSES INCLUDING: MILESTONE RESPITE- THIS PROGRAM IS DESIGNED TO HELP FAMILIES WHO HAVE A FAMILY MEMBER WITH DEVELOPMENTAL DISABILITIES LIVING AT HOME. THE RESPITE PROGRAM IS FUNDED BY THE ILLINOIS DEPARTMENT OF HUMAN SERVICES. MILESTONE GROUP RESPITE -THIS PROGRAM IS OPEN TO ALL FAMILIES WHO PARTICIPATE IN THE MILESTONE RESPITE CARE PROGRAM AND MEET TWICE A MONTH. DOWNTOWN COMMUNITY SERVICES - WHICH PROVIDES A WIDE ARRAY OF SUPPORTIVE SERVICES, GUIDANCE AND SITUATIONAL INTERVENTION TO ALLOW INDIVIDUALS TO MAINTAIN OR ENHANCE THEIR ABILITY TO LIVE IN THE ROCKFORD COMMUNITY AND SURROUNDING AREA. MILESTONE COMMUNITY CENTER - WHICH PROVIDES AN ALTERNATIVE DAY TIME OPTION FOR INDIVIDUALS WHO ARE RETIRED OR SEMI-RETIRED BUT VALUE SOCIAL INTERACTION, COMMUNITY CENTERED RECREATION AND NEW EXPERIENCES. WITH THE INPUT OF COMMUNITY CENTER ATTENDEES, ACTIVITIES FOCUS ON LOCAL AND REGIONAL OPPORTUNITIES SUCH AS PARKS, MUSEUMS, LIBRARIES, CULTURAL EVENTS AND VENUES, AND EXPLORATION OF OTHER COUNTRIES AND CUSTOMS THROUGH BOOKS, VIDEOS AND FOOD. 1149789 15648 23733978 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 1 8 0 862 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 IL X M SHAWN WAY 8156546100 4060 MCFARLAND RD ROCKFORD IL 61111 RONALD W ALDEN 2.00 X 0 0 0 RANDY COOPER 2.00 X X 0 0 0 GEORGE BASS 2.00 X X 0 0 0 ALAN W BJORK 2.00 X 0 0 0 THOMAS D BUDD 2.00 X X 0 0 0 JUDD GASTEL 2.00 X 0 0 0 BEN HOLMSTROM 2.00 X 0 0 0 PATRICK AGNEW 2.00 X 0 0 0 JACK KIECKHEFER 2.00 X 0 0 0 LYLA DEVERDI 2.00 X 0 0 0 AUDREY WICKSTRAND 2.00 X 0 0 0 DR CYRUS OATES 2.00 X 0 0 0 PEGGY HANSON 2.00 X 0 0 0 CAROL HARTLINE 2.00 X 0 0 0 SHAWN WAY 40.00 X 146946 0 22317 HUGH LIPPITT 40.00 X 108516 0 18500 MICHAEL TADIN 40.00 X 130480 0 14697 385942 0 55514 3 0 1 0 0 22322335 546675 22869010 CLIENT CARE 623000 2789634 2789634 WORKSHOPS 624100 90602 90602 DENTAL PROGRAM 621300 50695 50695 HUD SUPERVISION & MNGT 621990 15648 15648 2946579 99034 99034 57973 0 57973 57973 57973 15984 0 15984 15984 15984 12595 7665 4930 4930 846 0 846 846 MISCELLANEOUS 900099 2773 2773 2773 25997129 2946579 0 181540 335015 335015 15883737 14947615 856470 79652 145061 138532 5798 731 2079062 1945922 122866 10274 1273796 1176406 91179 6211 26100 26100 36765 36765 679345 581791 97554 350581 293255 32584 24742 7201 7201 1566168 1351303 214820 45 28222 28222 358723 358723 1000538 759066 241472 224787 206747 18040 FOOD, DIETARY & NURSING 1312489 1312489 CLIENT TRANSPRT & ACTIV 450609 450609 STAFF EXPENSES 160604 143333 17142 129 RESPITE VOUCHER 66081 66081 42048 2106 39342 600 26026932 23733978 2170570 122384 3901 4301 2379286 1811002 2742170 4052584 207038 226415 178676 283608 37617 17622 27302967 16752355 10742933 10550612 1235000 1186000 72845 64877 527676 534561 18127142 18731582 2754131 2701701 5163455 5850128 7917586 8551829 X 8956116 8961695 94740 105158 1158700 1112900 10209556 10179753 18127142 18731582 -29803 0 X X 0 1 1 X 1 1 X 964245 22990091 22521721 22911123 22869010 92256190 964245 22990091 22521721 22911123 22869010 92256190 92256190 69726 94028 46065 163985 157007 530811 23952215 2703728 2941455 2840620 2962793 35400811 128187812 34902073 0.71970 0.55570 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME: PROGRAM SERVICES $34,902,073. FUNDRAISING $430,175. MISCELLANEOUS $68,563. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1235000 9364 58364 1186000 1090500 171915 27415 1235000 1027000 93097 29597 1090500 1245000 -180000 37989 11 1027000 0.94000 0.06000 1 0 1566296 1566296 20229924 12284467 7945457 5386720 4357615 1029105 120027 110273 9754 10550612 25997129 26026932 -29803 -29803 25997129 0 25997129 0 25997129 26026932 0 26026932 0 26026932 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO CONTINUING PROVIDING SERVICES TO CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION RECORDED NO LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS. FEDERAL RETURNS FOR 2009 THROUGH 2011 REMAIN SUBECT TO EXAMINATION BY MAJOR JURISDICTIONS. 0 0 0 0 0 0 0 0 0 SHAWN WAY 146946 0 0 0 0 0 2870 0 19447 0 169263 0 0 0 ILLINOIS FINANCE AUTHORITY 45200BVR6 2006-01-11 3195000 RETIRE SERIES 1997A BONDS(MORTGAGE USE) AND RELATED EXPENSES 0 1 0 2022 0 0 0 0 0 0 0 0 0.00000 0.01000 0.01000 1 0 0 0 0 0 0 THOMAS BUDD & SHAWN WAY BOARD MEMBER OF ROCKFORD BANK AND TRUST AND THIS ORGANIZATION 5800042 MILESTONE HAS SEVERAL MORTGAGE LOANS WITH ROCKFORD BANK AND TRUST. PAYMENTS INCLUDED INTEREST AND PRINCIPLE. 0 RANDY COOPERWILLIAMS-MANNY INC PARTNER OF WILLIAMS-MANNY INC AND BOARD MEMBER OF THIS ORGANIZATION 353504 PURCHASE OF INSURANCE THROUGH WILLIAM- MANNY INC. 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE CEO & CFO THOROUGHLY REVIEW THE 990 FOR ACCURACY & LOGIC COMPARING IT BACK TO THE AUDITED FINANCIAL STATEMENTS. THE FINANCE COMMITTEE, AS DESIGNATED BY THE BOARD, ALSO REVIEWS THE 990 PRIOR TO FILING THE 990. ALL BOARD MEMBERS RECEIVE A COPY AFTER THE FINANCE COMMITTEE HAS APPROVED IT. FORM 990, PART VI, SECTION B, LINE 12 THE CONFLICT OF INTEREST POLICY(APPROVED BY THE BOARD OF DIRECTORS) IS GIVEN TO ALL EMPLOYEES UPON HIRING. THE POLICY INSTRUCTS INDIVIDUALS TO REPORT ANY POSSIBLE SITUATION THAT MIGHT BE IN VIOLATION TO THE ADMINISTRATOR IMMEDIATELY. THE ADMINISTRATOR ALONG WITH THE CHIEF OPERATING OFFICER OR CHIEF EXECUTIVE OFFICER WILL REVIEW THE RELATIONSHIP OR TRANSACTION NO LATER THAN THE NEXT WORKING DAY AND DECIDE APPROPRIATE ACTION. THE AGENCY MAY CONSULT THEIR LEGAL REPRESENTATIVE FOR FURTHER REVIEW. FORM 990, PART VI, SECTION C, LINE 19 AT THIS TIME, THE ORGANIZATION ONLY MAKES DOCUMENTS REQUIRED BY LAW AVAILABLE TO THE PUBLIC. ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. LINE 2C 990 PAGE 11 PART XI THE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PREVIOUS YEAR. MRV FOUNDATION SCHEDULE R MRV FOUNDATION HOLDS ASSETS RESTRICTED TO MERIT BONUSES FOR MILESTONE, INC'S DIRECT CARE EMPLOYEES AND CLIENT WELFARE. INFORMATION REGARDING THESE ASSETS IS NOT INCLUDED ON THIS RETURN, BUT SHOULD BE REFLECTED AND IDENTIFIED ON MRV FOUNDATION'S RETURN. MRV FOUNDATION INC 4060 MCFARLAND ROAD LOVES PARK IL 61111 363223946 SUPPORT CARE FACILITIES FOR DEVELOPEMENTALLY DISABLED INDIVIDUALS IL 501C3 170(B)(1)(A)(VI) 0 HAWKEYE HOUSING NFP 4060 MCFARLAND ROAD LOVES PARK IL 61111 264492497 LOW INCOME/SUBSIDIZED RENTAL HOUSING IL 501C3 170(B)(1)(A)(VI) 0 WALLACE PLACE NFP 4060 MCFARLAND ROAD LOVES PARK IL 61111 HUD PROJECT IL 501C3 170(B)(1)(A)(VI) 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 MRV FOUNDATION C 178912 WALLACE PLACE NFP D 125411 HAWKEYE HOUSING NFP- MANAGEMENT FEES K 15648 HAWKEYE HOUSING NFP D 4970 HAWKEYE HOUSING NFP P 2507