2011-01-12T08:18:00-06:00 2010-06-30 WIPFLI LLP PO BOX 5407 ROCKFORD IL 611250407 990 2009-07-01 362769801 MILESTONE INC MILE 8156546100 4060 MCFARLAND ROAD ROCKFORD IL 61111 MSHAWN WAY 8156546100 2010-12-22 1 KIMBERLIE A CRULL 8153997700 2009 2016-02-24 21:20:13Z MSHAWN WAY 4060 MCFARLAND ROAD ROCKFORD IL 61111 25523189 0 X WWW.MILESTONE-INC-IL.ORG X 1973 IL THE ORGANIZATION'S PURPOSE IS TO SERVE THE DEVELOPMENTALLY DISABLED. 12 12 874 15 -373 0 22990091 22521721 2584770 2709643 136319 39435 84249 91299 25795429 25362098 0 0 18013901 18607002 0 121116 6702971 6839156 24716872 25446158 1078557 -84060 18105968 18772527 8177200 8864319 9928768 9908208 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 18667348 2554430 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. 2876484 19444 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. 749712 99314 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 1014393 36455 There are several other program's that Milestone provides to its residents and the community. These programs include the Respite Program, which is designed to help families who have a family member with developmental disabilities living at home and the Community Integrated Living Arrangement project which allows men and women the choice of living alone or with a friend in apartments Milestone helps them select and maintain. They work in the community, do their own shopping, pay their own bills, and plan their own activities. Milestone provides the advice, counsel, and support necessary to ensure that each individuals assimilation into the Greater Rockford Community is successful. 1014393 36455 23307937 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 4 0 1 874 1 0 0 0 0 0 0 0 0 0 12 12 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 THOMAS D BUDD 2.00 X X 0 0 0 JAMES P HAMILTON 2.00 X X 0 0 195010 RANDY COOPER 2.00 X X 0 0 0 RONALD W ALDEN 2.00 X X 0 0 0 SHAWN WAY 40.00 X X 20192 0 0 TOM SANDQUIST 2.00 X 0 0 0 PATRICK AGNEW 2.00 X X 0 0 0 JACK KIECKHEFER 2.00 X 0 0 0 GEORGE BASS 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 ALAN W BJORK 2.00 X 0 0 0 HUGH LIPPITT 40.00 X 106733 0 7656 126925 0 202666 1 0 1 0 AMERICAN EXPRESS PO Box 360001 Ft Lauderdale FL 33336 Credit Card Vendor Payment 1867890 HEALTHCARE & FAMILY SERVICES PO Box 19491 Springfield IL 62794 Medicaid provider participation fees 401673 SCHNUCK MARKETS INC 11420 Lackland Rd St Louis MO 63146 food and dietary supplies 380510 WILLIAMS-MANNY INC 555 S Perryville Rd Rockford IL 61108 insurance 370662 MCKESSON MEDICAL SUPPLIES PO Box 630693 Cincinnati OH 45274 medical supplies 304294 17 22181289 340432 22521721 CLIENT Client Care 623000 2646798 2646798 Dental Program 621300 41173 41173 workshops 624100 16422 16422 rmh mobile contract 621990 5250 5250 2709643 15488 15488 20577 20577 20577 20577 23947 23947 23947 23947 230216 160240 69976 69976 478 851 -373 -373 MISCELLANEOUS 900099 1119 1119 1119 25362098 2709643 -373 131107 221705 221705 15461151 14540934 841937 78280 199035 185320 12463 1252 1488836 1372503 107061 9272 1236275 1145532 83004 7739 48348 48348 34535 34535 309806 259026 28781 21999 7119 7119 1791872 1602938 188439 495 10358 10358 51755 51755 397322 397322 1120127 862650 257477 530907 486945 41883 2079 FOOD & DIETARY 799199 799199 PROVIDER FEES 656454 632450 24004 NURSING EXPENSES 517939 517939 ACTIVITIES & TRANSPORTA 372662 372662 STAFF EXPENSES 154696 131132 23564 36057 1385 34672 25446158 23307937 2017105 121116 3901 3900 1873663 1575128 2461531 4101016 219461 210539 22721 27450 26305501 15082367 11767517 11223134 1027000 1101538 88781 80813 641393 449009 18105968 18772527 2381511 2555975 5795689 6308344 8177200 8864319 X 8901768 8817708 62000 67000 965000 1023500 9928768 9908208 18105968 18772527 X 0 1 1 X 1 1 X 1241662 949639 964245 22990091 22521721 48667358 1241662 949639 964245 22990091 22521721 48667358 48667358 226958 182128 69726 94028 46065 618905 23059442 23253780 23952215 2703728 2941455 75910620 125196883 75083630 0.38870 0.94770 X Schedule A, Part IV, Supplemental Information: Schedule A instructions have been interrupted differently and Schedule A now reflects the program related services in line 11 and Line 12. Prior years did not include gross receipts from related activities in line 11. This accounts for the decrease in actual public support percentage, although still above the 33 1/3 percent support test. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1027000 93097 29597 1090500 1245000 -180000 37989 11 1027000 0.94000 0.06000 1 0 1389725 1389725 19756823 10994935 8761888 5045199 3977159 1068040 113754 110273 3481 11223134 25362098 25446158 -84060 63500 63500 -20560 25425598 63500 63500 25362098 0 25362098 25446158 0 25446158 0 25446158 Part V, Line 4: Description of Intended Use of Endowment Funds: TO CONTINUING PROVIDING SERVICES TO CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES. Part X: Description of Uncertain Tax Positions Under FIN 48: 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. 230216 112500 47740 0 230216 112500 47740 160240 69976 IL 0 0 1 0 1.00000 Hugh Lipitt 4060 MCFARLAND ROAD Rockford IL 61111 0 1 69976 0 0 0 0 0 0 0 0 0 JAMES P HAMILTON 0 0 0 0 0 0 0 0 0 0 0 0 ILLINOIS FINANCE AUTHORITY 45200BVR6 2006-01-11 3195000 REFUND BONDS SERIES 1997A (MORTGAGE USE) AND PAY RELATED EXPENSES 0 1 3195000 480027 63282 3131718 2022 0 0 0 1 0 0 0 0 1 0.00000 0.01000 0.01000 1 0 0 0 0 0 0 THOMAS BUDD & JAMES HAMILTON & Shawn Way BOARD MEMBER OF ROCKFORD BANK AND TRUST and this organization 1474698 MILESTONE HAS SEVERAL MORTGAGE LOANS WITH ROCKFORD BANK AND TRUST. INTEREST AND PRINCIPAL PAYAMENTS WERE 107,938 and 1,366,760.00. Principal payments include payoffs of four different loans that were refinanced during the year. 0 Randy CooperWilliams-Manny Inc Partner of Williams-manny inc and board member of this organization 370662 Purchase of Insurance through William's- Manny Inc. 0 JAMES HAMILTON THOMAS BUDD Ronald Alden and Hugh Lippitt BOARD MEMBERS OF MRV FOUNDATION/ Volunteer of MRV 61723 DONATIONS OF $61,723 RECEIVED FROM MRV FOUNDATION. 0 George BassCountry Life Insurance Life insurance agent and board member of this organization 45819 Insurance purchased thru Country Life Insurance Co. 0 Ronald AldenRSM Mcgladrey Accountant and board member of this organization 21540 Ronald alden works for RSM McGladrey, who administers this organizations Retirement Plan Services 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. 990 PAGE 11 PART XI LINE 2C The committee that assumes responsibility for oversight of the audit and selection of the independent accountant has not changed from the previous year. SCHEDULE R MRV FOUNDATION 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) Hawkeye Housing NFP 4060 MCFARLAND ROAD Loves Park IL 61111 264492497 Low income/subsidized rental housing IL 501C3 170(B)(1)(A)(vi) 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MRV FOUNDATION C 61723 Hawkeye Housing NFp Q 171952