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Milestones Foundation FY2021 filing

Davenport, IAUnknown exempt organizationSince 2004EIN 20-1026414Revenue $45K in FY2021

On file with the IRS4440 N Brady Street · Davenport, IA

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To support Milestones area agency on aging, a 501c3 organization.

Mission: Form 990 Part I, line 1

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average deficit $113K a year · 220% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Liabilities
$8K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$45K
+50% vs prior year
Spent
$0
Net assets
$779K
By yearFY2020–FY2025
Revenue
$45K
FY2021▲ +50%
Tap a bar for its year
Revenue by fiscal year
FY2020$30K
FY2021$45K
FY2022$13K
FY2023$34K
FY2024$18K
FY2025$167K
Expenses
$0
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2020$0
FY2021$0
FY2022$0
FY2023$0
FY2024$0
FY2025$987K
Net assets
$779K
FY2021▲ +6%
Tap a bar for its year
Net assets by fiscal year
FY2020$734K
FY2021$779K
FY2022$792K
FY2023$826K
FY2024$851K
FY2025$0

From the FY2021 Form 990 (year ending June 2021) · see the original

Form 990 (PDF) Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Peggy Dykes
Director
$0Pt VII · Sec A
Linda Rubey
Director
$0Pt VII · Sec A
Liz Sherwin
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Terry Wilson
Director
$0Pt VII · Sec A
See Milestones Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides services and support for seniors and their families.

Questions for Milestones Foundation

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Your first name shows with your question. Milestones Foundation answers here, for everyone.

Provided by the organization

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1 program · in their own filed words · FY2020
01

Support milestones area agency on aging. Rental buidling used by milestones area agency on aging.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 1 grant · $646K · 2024–2024
Milestones Area Agency on AgingIA · FY2024$645,548

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$45K
Ln 12
Other incomeLn 4–11$45K
Money outPt IX
$0
Ln 25
Owns and owesPt X
$779K
net assets · Ln 32
Cash and savingsLn 1–2$261K
Total assetsLn 16$787K
LiabilitiesLn 26$8K
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Other incomeLn 4–11$45K
Total revenueLn 12$45K
Assets in detailPt X, end of year
CashLn 1$261K
Cash and savings togetherLn 1–2$261K
Land, buildings, equipmentLn 10c$524K
Other assetsLn 15$2K
Total assetsLn 16$787K
LiabilitiesLn 26$8K
Net assetsLn 32$779K
OperationsPt I, VI
EmployeesI 50
VolunteersI 65
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$199K$261K
Land, buildings, equipmentLn 10c$543K$524K
Total assetsLn 16$742K$787K
LiabilitiesLn 26$8K$8K
Net assetsLn 32$734K$779K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Total functional expensesLn 25$0$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $167K$987K−$819K$0 990 PDF
FY2024 $18K$0$18K$851K 990 PDF
FY2023 $34K$0$34K$826K 990 PDF
FY2022 $13K$0$13K$792K 990 PDF
FY2021 Viewing $45K$0$45K$779K 990 PDF
FY2020 $30K$0$30K$734K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $44,700 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenuePrior year $29,769$44,700
I-12 Total revenuePrior year $29,769$44,700
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expenses$0
I-18 Total expenses$0
I-19 Revenue less expensesPrior year $29,769$44,700
Part VI · Governance 5 of 5 board members independent, 1 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $44,700 across 3 lines filed
VIII-6 Net rental income or lossRelated to mission $41,693$41,693
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $3,007$3,007
VIII-12 Total revenueRelated to mission $44,700$44,700
Part IX · Statement of functional expenses $0 across 0 lines filed
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$0
Part X · Balance sheet $786,676 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $199,114$261,014
X-9 Prepaid expenses and deferred chargesStart of year $69$69
X-10c Land, buildings and equipment, netStart of year $542,793$523,666
X-15 Other assets$1,927
X-16 Total assetsStart of year $741,976$786,676
X-25 Other liabilitiesStart of year $8,087$8,087
X-26 Total liabilitiesStart of year $8,087$8,087
X-32 Total net assets or fund balancesStart of year $733,889$778,589
X-33 Total liabilities and net assetsStart of year $741,976$786,676
Part XI · Reconciliation of net assets $778,589 net assets at year end
XI-1 Total revenue$44,700
XI-2 Total expenses$0
XI-3 Revenue less expenses$44,700
XI-4 Net assets at start of year$733,889
XI-10 Net assets at end of year$778,589

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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