Milestone Centers INC FY2020 filing

Tax-deductible

Pittsburgh, PA501(c)(3)Since 1969Mental HealthEIN 25-1213006Revenue $22.1M in FY2020

On file with the IRSmilestonepa.org712 South Ave, 15221-2940 · Pittsburgh, PATax-exempt since May 1970Publicly supported charity — 170(b)(1)(A)(vi)

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To provide quality, life-enhancing services that promote wellness and the development of human potential.

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
$488K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
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
4 of 6
filings with a surplus
Average surplus $703K a year · 3% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$488K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.8 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $52
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$3.8M
35% of total assets
Looks good: liabilities are 35% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$22.1M
Spent
$22.1M
To programs
87%
Net assets
$7.0M
By yearFY2020–FY2025
Revenue
$22.1M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$22.1M
FY2021$19.8M
FY2022$25.7M
FY2023$22.4M
FY2024$23.0M
FY2025$24.8M
Expenses
$22.1M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$22.1M
FY2021$21.4M
FY2022$23.9M
FY2023$22.2M
FY2024$21.8M
FY2025$22.2M
Net assets
$7.0M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$7.0M
FY2021$6.9M
FY2022$7.1M
FY2023$7.5M
FY2024$8.9M
FY2025$11.1M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 1970.

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

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $19.1M Management & general 13% · $3.0M Fundraising 0% · $33K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990; $488K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$237,974Pt VII · Sec A
Executive Director
$146,824Pt VII · Sec A
$103,219Pt VII · Sec A
$0Pt VII · Sec A
Secretary/Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Jordan Coughlen’s $109K as Executive Director is at the 1st percentile of top reported officer pay among 747 $10–100M mental health nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Kenneth Thompson MD———$274,402$237,974
Kenneth Thompson——$205,477——
Stuart Oppenheimer———$192,646—
Gary Bell——$187,682$156,453$146,824
Anthony Drane———$131,616—
Jordan Coughlen$108,827$130,824———
Kenneth a Wood———$106,247$103,219
Kenneth Wood——$104,906——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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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 15aYes

Programs and updates

Offers services promoting wellness and human potential development.

Provided by the organization

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3 programs · $14.8M · in their own filed words · FY2019
01

Residential services are designed to provide real homes for real people. Individuals needs are met with support, compassion and a sense of family. Both community residential rehab (CRR) and community living arrangements (cla) offer 24 hour therapeutic care to stabilize and promote the highest level of independence for the individual.

$8.4Mprogram expense
02

Day & vocational services is a wide umbrella covering a number of milestone programs. Supports range from individual and group therapy to work skills training, paid-work experiences and assistance in learning daily living skills.

$6.2Mprogram expense
03

Childrens services at milestone are family-focused and consumer-driven to meet students mental and behavioral health needs and consist of school based therapy and behavioral health rehabilitation services (BHRS).

$238Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$52

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$22.1M
Ln 12
Fees for servicesLn 2g$15.2M
Gifts and grantsLn 1h$6.4M
Other incomeLn 4–11$448K
Money outPt IX
$22.1M
Ln 25
Programscol B$19.1M
Managementcol C$3.0M
Fundraisingcol D$33K
Owns and owesPt X
$7.0M
net assets · Ln 32
Cash and savingsLn 1–2$3.4M
Total assetsLn 16$10.8M
LiabilitiesLn 26$3.8M
PeoplePt VI, VII
13
listed · VII A
PaidVII A3
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6.4M
Government grantsLn 1e$6.3M
Fees for servicesLn 2g$15.2M
Investment incomeLn 3$37K
Other incomeLn 4–11$448K
Total revenueLn 12$22.1M
Assets in detailPt X, end of year
CashLn 1$3.0M
SavingsLn 2$353K
Cash and savings togetherLn 1–2$3.4M
InvestmentsLn 11–13$1.9M
Land, buildings, equipmentLn 10c$3.0M
Other assetsLn 15$90K
Total assetsLn 16$10.8M
LiabilitiesLn 26$3.8M
Net assetsLn 32$7.0M
OperationsPt I, VI
EmployeesI 5427
VolunteersI 615
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 FY20End FY20
Cash and savingsLn 1–2$1.8M$3.4M
InvestmentsLn 11–13$1.8M$1.9M
Land, buildings, equipmentLn 10c$3.3M$3.0M
Total assetsLn 16$10.6M$10.8M
LiabilitiesLn 26$3.6M$3.8M
Net assetsLn 32$7.0M$7.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$573K$286K$287K
Other salaries and wagesLn 7$10.9M$10.3M$542K$21K
Pension plan contributionsLn 8$275K$243K$31K$1K
Other employee benefitsLn 9$1.7M$1.6M$92K
Payroll taxesLn 10$846K$783K$60K$3K
Legal feesLn 11b$32K$15K$17K
Accounting feesLn 11c$36K$36K
Other fees for servicesLn 11g$328K$328K
Advertising and promotionLn 12$7K$6K$690
Office expensesLn 13$824K$748K$73K$3K
Information technologyLn 14$19K$15K$5K
OccupancyLn 16$1.4M$1.4M$22K$63
TravelLn 17$243K$227K$16K
InterestLn 20$81K$60K$21K$737
Payments to affiliatesLn 21$1.2M$1.2M
Depreciation, depletion and amortizationLn 22$322K$304K$18K
InsuranceLn 23$240K$149K$91K$69
Other expenses (24a–d)Ln 24$3.0M$2.6M$425K$3K
All other expensesLn 24e$41K$41K
Total functional expensesLn 25$22.1M$19.1M$3.0M$33K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $24.8M$22.2M$2.6M$11.1M 990 PDF
FY2024 $23.0M$21.8M$1.2M$8.9M 990 PDF
FY2023 $22.4M$22.2M$220K$7.5M 990 PDF
FY2022 $25.7M$23.9M$1.8M$7.1M 990 PDF
FY2021 $19.8M$21.4M−$1.6M$6.9M 990 PDF
FY2020 Viewing $22.1M$22.1M−$3K$7.0M 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 FY2020 990 (6 parts)
Part I · Summary $22,114,959 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,277,642$6,420,134
I-9 Program service revenuePrior year $18,237,161$15,209,273
I-10 Investment incomePrior year $30,626$37,181
I-11 Other revenuePrior year $555,665$448,371
I-12 Total revenuePrior year $24,101,094$22,114,959
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $16,209,997$14,272,971
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $7,599,325$7,844,973
I-18 Total expensesPrior year $23,809,322$22,117,944
I-19 Revenue less expensesPrior year $291,772−$2,985
Part VI · Governance 8 of 8 board members independent, no flags
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
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
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $22,114,959 across 8 lines filed
VIII-1a Federated campaigns$6,353
VIII-1e Government grants$6,292,377
VIII-1f All other contributions, gifts and grants$121,404
VIII-1h Total contributions, gifts and grants$6,420,134
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $15,209,273$15,209,273
VIII-3 Investment incomeExcluded from tax $37,181$37,181
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $414,258 · Unrelated business $34,113$448,371
VIII-12 Total revenueRelated to mission $15,623,531 · Unrelated business $34,113 · Excluded from tax $37,181$22,114,959
Part IX · Statement of functional expenses $22,117,944 across 19 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $286,143 · Management $286,888$573,031
IX-7 Other salaries and wagesPrograms $10,349,080 · Management $542,035 · Fundraising $21,096$10,912,211
IX-8 Pension plan contributionsPrograms $242,626 · Management $30,916 · Fundraising $1,100$274,642
IX-9 Other employee benefitsPrograms $1,575,452 · Management $91,956$1,667,408
IX-10 Payroll taxesPrograms $782,544 · Management $60,093 · Fundraising $3,042$845,679
IX-11b Legal feesPrograms $15,211 · Management $17,109$32,320
IX-11c Accounting feesManagement $36,258$36,258
IX-11g Other fees for servicesPrograms $327,789$327,789
IX-12 Advertising and promotionPrograms $6,325 · Management $690$7,015
IX-13 Office expensesPrograms $748,370 · Management $72,602 · Fundraising $3,305$824,277
IX-14 Information technologyPrograms $14,591 · Management $4,677$19,268
IX-16 OccupancyPrograms $1,424,114 · Management $21,609 · Fundraising $63$1,445,786
IX-17 TravelPrograms $226,648 · Management $16,292$242,940
IX-20 InterestPrograms $59,871 · Management $20,831 · Fundraising $737$81,439
IX-21 Payments to affiliatesManagement $1,215,840$1,215,840
IX-22 Depreciation, depletion and amortizationPrograms $303,815 · Management $17,718$321,533
IX-23 InsurancePrograms $149,296 · Management $90,967 · Fundraising $69$240,332
IX-24 Other expenses (24a–d)Programs $2,580,134 · Management $425,074 · Fundraising $3,479$3,008,687
IX-24e All other expensesPrograms $41,489$41,489
IX-25 Total functional expensesPrograms $19,133,498 · Management $2,951,555 · Fundraising $32,891$22,117,944
Part X · Balance sheet $10,820,563 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $1,611,421$3,009,080
X-2 Savings and temporary cash investmentsStart of year $224,345$353,478
X-4 Accounts receivableStart of year $3,429,698$2,345,434
X-9 Prepaid expenses and deferred chargesStart of year $143,034$141,878
X-10c Land, buildings and equipment, netStart of year $3,307,897$3,021,507
X-11 Publicly traded securitiesStart of year $1,829,763$1,859,164
X-15 Other assetsStart of year $32,016$90,022
X-16 Total assetsStart of year $10,578,174$10,820,563
X-17 Accounts payable and accrued expensesStart of year $1,830,470$1,696,689
X-19 Deferred revenue$500,072
X-25 Other liabilitiesStart of year $150,000$0
X-26 Total liabilitiesStart of year $3,570,480$3,817,060
X-27 Net assets without donor restrictionsStart of year $6,788,828$6,898,323
X-28 Net assets with donor restrictionsStart of year $218,866$105,180
X-32 Total net assets or fund balancesStart of year $7,007,694$7,003,503
X-33 Total liabilities and net assetsStart of year $10,578,174$10,820,563
Part XI · Reconciliation of net assets $7,003,503 net assets at year end
XI-1 Total revenue$22,114,959
XI-2 Total expenses$22,117,944
XI-3 Revenue less expenses−$2,985
XI-4 Net assets at start of year$7,007,694
XI-5 Net unrealized gains (losses) on investments−$1,206
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$7,003,503

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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