2026-05-15T10:46:02-05:00 2025-06-30 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2024-07-01 421321239 MILESTONES AREA AGENCY ON AGING MILE 5633249085 4440 N BRADY STREET DAVENPORT IA 52806 LINDA MILLER BOARD CHAIR 5633249085 2026-05-13 1 0 BRIAN ARONSON P01425251 3192346885 2026-05-13 2024 2025-03-06 01:10:19Z X LINDA MILLER 4440 N BRADY STREET DAVENPORT IA 52806 5892042 0 X WWW.MILESTONESAAA.ORG X 1988 IA PROVIDE PROGRAMS AND SERVICES TO HELP OLDER IOWANS LIVE SAFELY AND INDEPENDENTLY AT HOME. 7 7 141 232 0 0 4594175 5163108 646976 661325 10606 -6526 8198 34658 5259955 5852565 0 0 0 0 3095354 2757561 0 0 0 3385251 2713432 6480605 5470993 -1220650 381572 560635 1223544 1108174 1389510 -547539 -165966 X MILESTONES IS DEDICATED TO BEING THE PREMIER ORGANIZATION FOR ASSISTING OLDER IOWANS, ADULTS WITH DISABILITIES AND THEIR FAMILY CAREGIVERS TO IDENTIFY AND ACCESS THE SERVICES AND RESOURCES NEEDED TO REMAIN INDEPENDENT AND SELF-SUFFICIENT. 0 0 3396224 695983 HOME-DELIVERED AND CONGREGATE MEALS ARE AMONG THE AGENCY'S CORE SERVICES. THE HOME-DELIVERED NUTRITION PROGRAM IS DESIGNED FOR HOMEBOUND INDIVIDUALS AND PROVIDES A FRIENDLY CHECK-IN BY MEAL DELIVERY DRIVERS. CONGREGATE MEALS ARE PROVIDED AT NEIGHBORHOOD MEAL SITES TO OFFER A HOT MEAL MEETING NUTRITIONAL GUIDELINES AND FACILITATE SOCIALIZATION TO REDUCE ISOLATION. NUTRITION EDUCATION, HEALTH PROMOTION ACTIVITY, EDUCATIONAL PRESENTATIONS, VARIOUS HEALTH SCREENINGS, AND SOCIAL ACTIVITIES ARE ALSO ROUTINELY PROVIDED. OLDER AMERICANS ACT NUTRITION PROGRAMS ARE AVAILABLE TO PERSONS AGE 60+ AND THEIR SPOUSES OF ANY AGE. EVIDENCE-BASED HEALTH PROMOTION PROGRAMS OFFER CLASSES, INFORMATION, AND RESOURCES TARGETED TO PREVENT DEBILITATING FALLS AND INCREASING WELL-BEING AMONG OLDER CONSUMERS SO THEY CAN LIVE SAFELY AND INDEPENDENTLY AT HOME. THE MILESTONES NUTRITION PROGRAM SERVED 17,791 CONSUMERS A TOTAL OF 261,824 MEALS IN SFY 2025. 1590354 AGENCY SERVICES TO PROMOTE INDEPENDENCE AND ASSISTANCE FOR THE GENERAL AGING POPULATION ARE CENTERED ON CORE AGING AND DISABILITIES RESOURCES, SUCH AS INFORMATION & ASSISTANCE VIA TOLL-FREE LINE, PERSON-CENTERED SHORT-TERM OPTIONS COUNSELING, AND CASE MANAGEMENT FOR LONGER-TERM ASSISTANCE DELIVERED BY TRAINED CARE MANAGERS. INFORMATION & SERVICE ASSISTANCE PROGRAMS ALSO INCLUDE CAREGIVER SERVICES AND SUPPORT; ELDER ABUSE PREVENTION AND AWARENESS, WHICH INCLUDES COMMUNITY EDUCATION TO PREVENT, INTERVENE, DETECT, AND REPORT ELDER ABUSE, NEGLECT, AND FINANCIAL EXPLOITATION; AND CONTRACTED HOME AND COMMUNITY-BASED SERVICES TO SUPPORT SAFETY AND DIGNITY FOR AGING IN PLACE, SUCH AS HOMEMAKER, TRANSPORTATION, PERSONAL CARE, AND EMERGENCY RESPONSE SYSTEMS. IN SFY 25, 4,176 CONSUMERS RECEIVED 27,958 UNITS OF SERVICE THROUGH MILESTONES SERVICE ASSISTANCE PROGRAMS. 91182 MILESTONES AAA IS A MULTI-SERVICE AGENCY. THE FIRST POINT OF ACCESS TO ASSISTANCE IS TYPICALLY A CALL TO THE TOLL-FREE NUMBER STAFFED BY TRAINED SPECIALISTS. INFORMATION & ASSISTANCE IS NAVIGATION THAT CONNECTS PEOPLE TO RESOURCES, REFERRALS, AND CRITICAL LINKAGE TO MEET THE NEEDS OF OLDER ADULTS AND THEIR CAREGIVERS. IN SFY 2025, MILESTONES'S INFORMATION & ASSISTANCE RESOURCE NAVIGATORS RESPONDED TO 3,506 CALLS FROM 4,346 CONSUMERS. 5077760 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 24 0 1 141 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 5633249085 4440 N BRADY STREET DAVENPORT IA 52806 TERRY WILSON BOARD CHAIR 1.50 0.50 X X 0 0 0 PEGGY FISCHER VICE CHAIR 0.50 0.00 X X 0 0 0 STEPHEN SWISHER SECRETARY/TREASURER 0.50 0.50 X X 0 0 0 JULIE SCHILLING DIRECTOR 0.50 0.00 X 0 0 0 SHARI WILSON DIRECTOR 0.50 0.00 X 0 0 0 SUSAN LEUTHAUSER DIRECTOR 0.50 0.00 X 0 0 0 CAROL EARNHARDT DIRECTOR 0.50 0.00 X 0 0 0 BECKY PASSMAN EXECUTIVE DIRECTOR (END 1/26) 40.00 0.00 X 78563 0 20176 STEPHANIE NEWTON FISCAL OFFICER 40.00 0.00 X 62774 0 16739 141337 0 36915 0 0 0 0 SODEXO INC 518 W LOCUST ST DAVENPORT IA 52803 MEALS FOR SENIORS 489535 PURFOODS LLC (MOMS MEALS) 3210 SE CORPORATE WOODS DR ANKENY IA 50021 MEALS FOR SENIORS 253541 ELIOR (TRIO) 3624 BLACKHAWK RD ROCK ISLAND IL 61201 HDM/CONGREGATE MEALS 205649 US FOODS PO BOX 310347 DES MOINES IA 50031 FOOD FOR MEAL SITES 204466 TRINITY SERVICES GROUP 477 COMMERCE BLVD OLDSMAR FL 34677 FOOD SERVICES 136045 5 930548 4175360 57200 5163108 CONGREGATE/HOME DELIVE 624210 661325 661325 661325 38 38 32913 39477 -6564 -6564 -6564 34658 34658 34658 5852565 695983 0 -6526 X 178421 178421 1907334 1851347 55987 183897 172175 11722 315548 303159 12389 172361 155125 17236 1964 1964 46000 46000 1749558 1749558 5142 4628 514 44493 40043 4450 183209 164887 18322 64698 58228 6470 15154 13639 1515 75101 67591 7510 FOOD & KITCHEN SUPPLIES 285478 271204 14274 REPAIRS/MAINTENANCE 86966 78269 8697 SERVICE ORDERS 83880 83880 71789 64027 7762 5470993 5077760 393233 0 48493 689145 50383 209 294057 153339 15878 21189 34692 23966 256515 254216 56928 2299 60204 333397 560635 1223544 465227 868850 332516 186318 310431 334342 1108174 1389510 X -582164 -191691 34625 25725 -547539 -165966 560635 1223544 381572 0 X 0 1 X 1 1 1 X 5435235 5687841 6846760 4594175 5163108 27727119 5435235 5687841 6846760 4594175 5163108 27727119 27727119 118 972 2010 1730 38 4868 8198 34658 42856 27774843 2596121 0.99830 0.99950 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2023 AMOUNT: $ 8,198. 2024 AMOUNT: $ 34,658. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 256515 254216 2299 2299 RIGHT OF USE ASSETS 333397 333397 LEASE LIABILITY 334342 334342 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE 990 IS PRESENTED TO THE FISCAL DIRECTOR. UPON APPROVAL, A FINAL DRAFT OF THE FORM 990 IS PREPARED AND SUBMITTED TO THE ENTIRE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, 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, PART VI, SECTION B, LINE 15 PERIODICALLY WAGE SURVEYS AND 990S OF COMPARABLE AGENCIES ARE REVIEWED TO COMPARE EXECUTIVE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 126,144. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 126,144. CONTRACTUAL: PROGRAM SERVICE EXPENSES 1,623,414. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,623,414. MILESTONES FOUNDATION 4440 N BRADY STREET DAVENPORT IA 52806 201026414 RENTAL IA 501(C)(3) LINE 12B, II MILESTONES AREA AGENCY ON AGING 1 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 MILESTONES FOUNDATION C 645548 CASH PAID UPON LIQUIDATION MILESTONES FOUNDATION E 285000 FORGIVENESS OF DEBT