2011-12-22T16:12:03-06:00 2011-06-30 WIPFLI LLP PO BOX 5407 ROCKFORD IL 611250407 990 2010-07-01 362769801 MILESTONE INC MILE 8156546100 4060 MCFARLAND ROAD ROCKFORD IL 61111 MSHAWN WAY 8156546100 2011-12-07 1 KIMBERLIE A CRULL 8153997700 2010 2016-02-24 21:20:13Z MSHAWN WAY 4060 MCFARLAND ROAD ROCKFORD IL 61111 25926597 0 X WWW.MILESTONE-INC-IL.ORG X 1973 IL THE ORGANIZATION'S PURPOSE IS TO SERVE THE DEVELOPMENTALLY DISABLED. 12 12 866 15 0 0 22521721 22911123 2709643 2816243 39435 144654 91299 42295 25362098 25914315 0 0 0 0 18607002 19543245 0 0 121001 6839156 6069722 25446158 25612967 -84060 301348 18772527 18127142 8864319 7917586 9908208 10209556 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 19038769 2646285 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. 2828008 89282 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. 693897 48940 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 753655 31736 753655 31736 23314329 1 1 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 0 866 1 0 0 0 0 0 0 0 0 0 0 X 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 RONALD W ALDEN 2.00 X 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 X 0 0 0 THOMAS D BUDD 2.00 X 0 0 0 JUDD GASTEL 2.00 X 0 0 0 TOM SANDQUIST 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 SHAWN WAY 40.00 X 147234 0 8189 HUGH LIPPITT 40.00 X 106528 0 14936 MICHAEL TADIN 40.00 X 126238 0 2522 JAMES P HAMILTON 0.00 X 0 0 0 380000 0 25647 3 0 1 0 0 22337299 573824 22911123 CLIENT CLIENT CARE 623000 2646285 2646285 WORKSHOPS 624100 89282 89282 DENTAL PROGRAM 621300 48940 48940 HUD SUPERVISION AND MA 621990 31736 31736 2816243 133785 133785 30200 30200 30200 30200 10869 10869 10869 10869 13088 12282 806 806 MISCELLANEOUS 900099 11289 11289 11289 25914315 2816243 0 186949 296046 296046 15800286 14847143 873770 79373 248255 228580 18202 1473 1957423 1783472 165660 8291 1241235 1143552 90371 7312 63075 63075 34700 34700 231005 162895 68110 313123 260006 28890 24227 13207 13207 1548886 1332505 216056 325 31050 31050 385221 385221 1007387 762095 245292 184329 184329 FOOD, DIETARY & NURSING 1210518 1210518 CLIENT ACTIVITIES AND T 410569 410008 561 MEDICAID PROVIDER FEES 393452 393452 STAFF EXPENSES 141740 141740 RESPITE VOUCHER 66937 66937 34523 1876 32647 25612967 23314329 2177637 121001 3900 3901 1575128 2379286 4101016 2742170 210539 207038 178676 27450 37617 26713882 15970949 11223134 10742933 1090500 1235000 80813 72845 460047 527676 18772527 18127142 2555975 2754131 6308344 5163455 8864319 7917586 X 8817708 8956116 67000 94740 1023500 1158700 9908208 10209556 18772527 18127142 301348 0 X X 0 1 1 X 1 1 X 949639 964245 22990091 22521721 22911123 70336819 949639 964245 22990091 22521721 22911123 70336819 70336819 182128 69726 94028 46065 163985 555932 23253780 23952215 2703728 2941455 2840620 55691798 126584549 55011094 0.55570 0.38870 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME: PROGRAM SERVICES $55,011,094 FUNDRAISING $514,161 MISCELLANEOUS $166,543 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1090500 171915 27415 1235000 1027000 93097 29597 1090500 1245000 -180000 37989 11 1027000 0.94000 0.06000 1 0 1566296 1566296 19867267 11639069 8228198 5159265 4221607 937658 121054 110273 10781 10742933 25914315 25612967 301348 0 301348 25910456 0 25910456 3859 3859 25914315 25609108 -3859 -3859 25612967 0 25612967 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 2008 THROUGH 2010 REMAIN SUBJECT TO EXAMINATION BY MAJOR JURISDICTIONS. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF INCOME RECORDED AGAINST EXPENSE 3,859. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF INCOME RECORDED AGAINST EXPENSE -3,859. 0 0 0 0 0 0 0 0 0 SHAWN WAY 147234 0 0 0 0 0 0 0 8189 0 155423 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 1 0 0 0 0 1 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 216627 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 358148 PURCHASE OF INSURANCE THROUGH WILLIAM- MANNY INC. 0 GEORGE BASSCOUNTRY LIFE INSURANCE LIFE INSURANCE AGENT AND BOARD MEMBER OF THIS ORGANIZATION 44691 INSURANCE PURCHASED THRU COUNTRY LIFE INSURANCE CO. 0 RONALD ALDENRSM MCGLADREY ACCOUNTANT AND BOARD MEMBER OF THIS ORGANIZATION 16355 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. 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 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 MRV FOUNDATION C 57678 HAWKEYE HOUSING NFP P 3811 HAWKEYE HOUSING NFP R 26352 WALLACE PLACE NFP K 22489