MILESTONE INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MILESTONE INC (EIN 36-2769801)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-14
- IRS object ID
- 201303189349304155
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T13:16:34-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390758449 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5407 | AddressLine1 |
| City | ROCKFORD | City |
| State | IL | State |
| ZIP Code | 611250407 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362769801 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILESTONE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MILE | NameControl |
| Phone | 8156546100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4060 MCFARLAND ROAD | AddressLine1 |
| City | LOVES PARK | City |
| State | IL | State |
| ZIP Code | 61111 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MSHAWN WAY | Name |
| Title | CEO | Title |
| Phone | 8156546100 | Phone |
| Date Signed | 2013-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIMBERLIE A CRULL | Name |
| PTIN | P00189553 | PTIN |
| Phone | 8153997700 | Phone |
| Date Prepared | 2013-11-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MSHAWN WAY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4060 MCFARLAND ROAD | AddressLine1 |
| City | LOVES PARK | City |
| State | IL | State |
| ZIP Code | 61111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 26301954 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MILESTONE-INC-IL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1973 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | THE ORGANIZATION'S PURPOSE IS TO SERVE THE DEVELOPMENTALLY DISABLED. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 888 | TotalNbrEmployees |
| Total Nbr Volunteers | 15 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 22869010 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 23077141 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2946579 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3136052 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 115018 | InvestmentIncomePriorYear |
| Investment Income Current Year | 16991 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 66522 | OtherRevenuePriorYear |
| Other Revenue Current Year | 55264 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 25997129 | TotalRevenuePriorYear |
| Total Revenue Current Year | 26285448 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 19716671 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 19979743 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 124134 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6310261 | OtherExpensePriorYear |
| Other Expenses Current Year | 6176656 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 26026932 | TotalExpensesPriorYear |
| Total Expenses Current Year | 26156399 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -29803 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 129049 | RevenuesLessExpensesCY |
| Total Assets BOY | 18731582 | TotalAssetsBOY |
| Total Assets EOY | 18481106 | TotalAssetsEOY |
| Total Liabilities BOY | 8551829 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8138786 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10179753 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10342320 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 19920462 | Expense |
| Revenue | 2897350 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1662424 | Expense |
| Revenue | 96090 | Revenue |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1320299 | Expense |
| Revenue | 69996 | Revenue |
| Description | 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 | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1072550 | Expense |
| Revenue | 72616 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1072550 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 72616 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 23975735 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 9 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 888 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M SHAWN WAY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8156546100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4060 MCFARLAND RD | AddressLine1 |
| City | ROCKFORD | City |
| State | IL | State |
| ZIP Code | 61111 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| RANDY COOPER | |||||||
| CHAIRMAN | 2.00 | X | X | 0 | 0 | 0 | |
| GEORGE BASS | |||||||
| VICE CHAIRMAN | 2.00 | X | X | 0 | 0 | 0 | |
| THOMAS D BUDD | |||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 | |
| RONALD W ALDEN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| ALAN W BJORK | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| LYLA DEVERDI | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JUDD GASTEL | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| PEGGY HANSON | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| CAROL HARTLINE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| BEN HOLMSTROM | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JACK KIECKHEFER | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DR CYRUS OATES | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| AUDREY WICKSTRAND | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| SHAWN WAY | |||||||
| PRESIDENT AND CEO | 40.00 | X | 148670 | 0 | 22001 | ||
| HUGH LIPPITT | |||||||
| SVP & CFO | 40.00 | X | 108597 | 0 | 17167 | ||
| MICHAEL TADIN | |||||||
| DENTIST | 40.00 | 129996 | 0 | 20621 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 387263 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 59789 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 22443164 | GovernmentGrants |
| All Other Contributions | 633977 | AllOtherContributions |
| Total Contributions | 23077141 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CLIENT CARE | 623000 | 2897350 | 2897350 |
| WORKSHOPS | 624100 | 96090 | 96090 |
| HUD SUPERVISION & MNGT | 621990 | 72616 | 72616 |
| DENTAL PROGRAM | 621300 | 69996 | 69996 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3136052 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1321 | TotalRevenueColumn |
| Exclusion | $1,321 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 34150 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 34150 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34150 | TotalRevenueColumn |
| Exclusion | $34,150 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 15670 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 15670 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15670 | TotalRevenueColumn |
| Exclusion | $15,670 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 13120 | GrossIncomeGaming |
| Gaming Direct Expenses | 7524 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5596 | TotalRevenueColumn |
| Exclusion | $5,596 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 17201 | GrossSalesOfInventory |
| Cost Of Goods Sold | 8982 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8219 | TotalRevenueColumn |
| Exclusion | $8,219 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 7299 | TotalRevenueColumn |
| Exclusion | $7,299 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 7299 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26285448 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3136052 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $72,255 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 303652 | Total |
| Management And General | 303652 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15899602 | Total |
| Program Services | 14968227 | ProgramServices |
| Management And General | 855465 | ManagementAndGeneral |
| Fundraising | 75910 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147012 | Total |
| Program Services | 139211 | ProgramServices |
| Management And General | 7120 | ManagementAndGeneral |
| Fundraising | 681 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2374973 | Total |
| Program Services | 2227387 | ProgramServices |
| Management And General | 136911 | ManagementAndGeneral |
| Fundraising | 10675 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1254504 | Total |
| Program Services | 1161980 | ProgramServices |
| Management And General | 86253 | ManagementAndGeneral |
| Fundraising | 6271 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51401 | Total |
| Management And General | 51401 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37255 | Total |
| Management And General | 37255 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 622364 | Total |
| Program Services | 605055 | ProgramServices |
| Management And General | 17309 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 353041 | Total |
| Program Services | 290830 | ProgramServices |
| Management And General | 32314 | ManagementAndGeneral |
| Fundraising | 29897 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9077 | Total |
| Management And General | 9077 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1446934 | Total |
| Program Services | 1261284 | ProgramServices |
| Management And General | 185594 | ManagementAndGeneral |
| Fundraising | 56 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15678 | Total |
| Management And General | 15678 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 314734 | Total |
| Program Services | 314734 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1003298 | Total |
| Program Services | 758166 | ProgramServices |
| Management And General | 245132 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 226560 | Total |
| Program Services | 210420 | ProgramServices |
| Management And General | 16140 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FOOD, DIETARY & NURSING | 1380446 | 1380446 | ||
| CLIENT TRANSPRT & ACTIV | 436514 | 436514 | ||
| STAFF EXPENSES | 149311 | 127957 | 21111 | 243 |
| RESPITE VOUCHER | 91046 | 91046 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38997 | Total |
| Program Services | 2478 | ProgramServices |
| Management And General | 36118 | ManagementAndGeneral |
| Fundraising | 401 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26156399 | Total |
| Program Services | 23975735 | ProgramServices |
| Management And General | 2056530 | ManagementAndGeneral |
| Fundraising | 124134 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4301 | BOY |
| EOY | 4301 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1811002 | BOY |
| EOY | 1786619 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4052584 | BOY |
| EOY | 3898059 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 226415 | BOY |
| EOY | 325045 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 283608 | BOY |
| EOY | 449147 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17622 | BOY |
| EOY | 21043 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 27654253 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 17567353 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10550612 | BOY |
| EOY | 10086900 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1186000 | BOY |
| EOY | 1244000 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64877 | BOY |
| EOY | 56909 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 534561 | BOY |
| EOY | 609083 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18731582 | BOY |
| EOY | 18481106 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2701701 | BOY |
| EOY | 2957510 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5850128 | BOY |
| EOY | 5181276 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8551829 | BOY |
| EOY | 8138786 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8961695 | BOY |
| EOY | 9081669 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105158 | BOY |
| EOY | 93151 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1112900 | BOY |
| EOY | 1167500 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10179753 | BOY |
| EOY | 10342320 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18731582 | BOY |
| EOY | 18481106 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 129049 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 33518 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22990091 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22521721 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22911123 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22869010 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23077141 | CurrentTaxYear |
| Total | 114369086 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22990091 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22521721 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22911123 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22869010 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23077141 | CurrentTaxYear |
| Total | 114369086 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 114369086 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 94028 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 46065 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 163985 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 157007 | CurrentTaxYearMinus1Year |
| Current Tax Year | 35471 | CurrentTaxYear |
| Total | 496556 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17269 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 69603 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 806 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5776 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13815 | CurrentTaxYear |
| Total | 107269 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2663 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1119 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11289 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2773 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7299 | CurrentTaxYear |
| Total | 25143 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 114998054 | TotalSupport |
| Gross Receipts From Admissions Etc | 14198535 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99450 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.71970 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2008 AMOUNT: $ 2,663. 2009 AMOUNT: $ 1,119. 2010 AMOUNT: $ 11,289. 2011 AMOUNT: $ 2,773. 2012 AMOUNT: $ 7,299. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1186000 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 101908 | InvestmentEarningsOrLosses |
| Other Expenditures | 43908 | OtherExpenditures |
| End Of Year Balance | 1244000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1235000 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 9364 | InvestmentEarningsOrLosses |
| Other Expenditures | 58364 | OtherExpenditures |
| End Of Year Balance | 1186000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1090500 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 171915 | InvestmentEarningsOrLosses |
| Other Expenditures | 27415 | OtherExpenditures |
| End Of Year Balance | 1235000 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1027000 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 93097 | InvestmentEarningsOrLosses |
| Other Expenditures | 29597 | OtherExpenditures |
| End Of Year Balance | 1090500 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1245000 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -180000 | InvestmentEarningsOrLosses |
| Other Expenditures | 37989 | OtherExpenditures |
| Administrative Expenses | 11 | AdministrativeExpenses |
| End Of Year Balance | 1027000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.94000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.06000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1421255 | OtherCostOrOtherBasis |
| Book Value | 1421255 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20524775 | OtherCostOrOtherBasis |
| Depreciation | 12932620 | Depreciation |
| Book Value | 7592155 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5561121 | OtherCostOrOtherBasis |
| Depreciation | 4519734 | Depreciation |
| Book Value | 1041387 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 147102 | OtherCostOrOtherBasis |
| Depreciation | 114999 | Depreciation |
| Book Value | 32103 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 10086900 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 26285448 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 26285448 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 26285448 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 26122881 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -33518 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -33518 | ExpensesNotRptdF990 |
| Expenses Subtotal | 26156399 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 26156399 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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, LINE 2: | THE ORGANIZATION QUALIFIED FOR TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS A CORPORATION ORGANIZED NOT FOR PROFIT. THE ORGANIZATION ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH FASB ASC 740 INCOME TAXES. FASB ASC 740 PROVIDES DETAILED GUIDANCE FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTERPRISES' FINANCIAL STATEMENTS AND REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION RECORDED NO LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS. FEDERAL RETURNS FOR 2010 THROUGH 2012 REMAIN SUBJECT TO EXAMINATION BY MAJOR JURISDICTIONS. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LIFE INSURANCE CSV INCREASE -33,518. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHAWN WAY | ||||||||||||||
| PRESIDENT AND CEO | 148670 | 0 | 0 | 0 | 0 | 0 | 1755 | 0 | 20246 | 0 | 170671 | 0 | 0 | 0 |
| MICHAEL TADIN | ||||||||||||||
| DENTIST | 129996 | 0 | 0 | 0 | 0 | 0 | 1549 | 0 | 19072 | 0 | 150617 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ILLINOIS FINANCE AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| CUSIP Number | 45200BVR6 | CUSIPNumber |
| Date Issued | 2006-01-11 | DateIssued |
| Issue Price | 3195000 | IssuePrice |
| Description Of Purpose | RETIRE SERIES 1997A BONDS(MORTGAGE USE) AND RELATED EXPENSES | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 1 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Year Of Subst Completion | 2022 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 0 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.01000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.01000 | TotalPrivateBusinessUse |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 0 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 0 | RebateNotDueYet |
| Exception To Rebate | 0 | ExceptionToRebate |
| No Rebate Due | 0 | NoRebateDue |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| THOMAS BUDD & SHAWN WAY | |||
| BOARD MEMBER OF ROCKFORD BANK AND TRUST AND THIS ORGANIZATION | 8340687 | MILESTONE HAS SEVERAL MORTGAGE LOANS AND LINES OF CREDIT 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 | 434112 | PURCHASE OF INSURANCE THROUGH WILLIAM- MANNY INC. | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| FORM 990, PART XI, LINE 9: | LIFE INSURANCE CSV INCREASE 33,518. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| 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. | LINE 2C |
| 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 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| 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 | LOW INCOME/SUBSIDIZED RENTAL HOUSING | IL | 501C3 | 170(B)(1)(A)(VI) | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (8 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| MRV FOUNDATION | |
| C | 269285 |
| WALLACE PLACE NFP | |
| D | 298392 |
| WALLACE PLACE NFP | |
| L | 56584 |
| WALLACE PLACE NFP | |
| Q | 1082 |
| WALLACE PLACE NFP - LOAN PAYMENT | |
| S | 103194 |
| HAWKEYE HOUSING NFP | |
| L | 16032 |
| HAWKEYE HOUSING NFP | |
| D | 3500 |
| HAWKEYE HOUSING NFP | |
| Q | 13849 |
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