Milestone Centers INC FY2022 filing

Tax-deductible

Pittsburgh, PA501(c)(3)Since 1969Mental HealthEIN 25-1213006Revenue $25.7M in FY2022

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.
$601K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2022 · 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
$601K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.4 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
$4.2M
37% of total assets
Looks good: liabilities are 37% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$25.7M
+30% vs prior year
Spent
$23.9M
To programs
87%
Net assets
$7.1M
By yearFY2020–FY2025
Revenue
$25.7M
FY2022▲ +30%
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
$23.9M
FY2022▲ +12%
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
$7.1M
FY2022▲ +3%
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 FY2022 Form 990 (year ending June 2022) · 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% · $20.7M Management & general 13% · $3.2M

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

16 people listed on the 990; $601K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Psychiatrist
$205,477Pt VII · Sec A
Former Milestone Ed
$187,682Pt VII · Sec A
Asst Ex Director of Administration
$104,906Pt VII · Sec A
Crr Supervisor
$103,294Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$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.

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Provided by the organization

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2 programs · $16.0M · in their own filed words · FY2021
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.

$10.3Mprogram 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.

$5.8Mprogram 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 FY2022 990, line by line.

1The main four
Money inPt VIII
$25.7M
Ln 12
Fees for servicesLn 2g$16.3M
Gifts and grantsLn 1h$8.8M
Other incomeLn 4–11$407K
Money outPt IX
$23.9M
Ln 25
Programscol B$20.7M
Managementcol C$3.2M
Owns and owesPt X
$7.1M
net assets · Ln 32
Cash and savingsLn 1–2$2.8M
Total assetsLn 16$11.4M
LiabilitiesLn 26$4.2M
PeoplePt VI, VII
16
listed · VII A
PaidVII A4
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$8.8M
Government grantsLn 1e$8.7M
Fees for servicesLn 2g$16.3M
Investment incomeLn 3$202K
Other incomeLn 4–11$407K
Gains on assetsLn 7$162K
Total revenueLn 12$25.7M
Assets in detailPt X, end of year
CashLn 1$2.5M
SavingsLn 2$324K
Cash and savings togetherLn 1–2$2.8M
InvestmentsLn 11–13$2.0M
Land, buildings, equipmentLn 10c$2.6M
Other assetsLn 15$24K
Total assetsLn 16$11.4M
LiabilitiesLn 26$4.2M
Net assetsLn 32$7.1M
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 FY22End FY22
Cash and savingsLn 1–2$4.3M$2.8M
InvestmentsLn 11–13$2.4M$2.0M
Land, buildings, equipmentLn 10c$2.8M$2.6M
Total assetsLn 16$12.0M$11.4M
LiabilitiesLn 26$5.1M$4.2M
Net assetsLn 32$6.9M$7.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$101K$101K
Other salaries and wagesLn 7$10.8M$10.1M$733K
Pension plan contributionsLn 8$264K$239K$25K
Other employee benefitsLn 9$1.3M$1.3M$59K
Payroll taxesLn 10$803K$746K$57K
Advertising and promotionLn 12$14K$11K$2K
Office expensesLn 13$371K$297K$74K
OccupancyLn 16$1.6M$1.5M$81K
TravelLn 17$75K$70K$6K
InterestLn 20$55K$44K$11K
Payments to affiliatesLn 21$1.7M$1.7M
Depreciation, depletion and amortizationLn 22$253K$240K$13K
InsuranceLn 23$258K$165K$93K
Other expenses (24a–d)Ln 24$6.3M$5.9M$334K
Total functional expensesLn 25$23.9M$20.7M$3.2M$0

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 Viewing $25.7M$23.9M$1.8M$7.1M 990 PDF
FY2021 $19.8M$21.4M−$1.6M$6.9M 990 PDF
FY2020 $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 FY2022 990 (6 parts)
Part I · Summary $25,691,393 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $6,036,181$8,760,646
I-9 Program service revenuePrior year $13,256,582$16,321,781
I-10 Investment incomePrior year $35,323$202,083
I-11 Other revenuePrior year $434,767$406,883
I-12 Total revenuePrior year $19,762,853$25,691,393
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 $13,392,537$13,350,541
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $8,013,800$10,521,366
I-18 Total expensesPrior year $21,406,337$23,871,907
I-19 Revenue less expensesPrior year −$1,643,484$1,819,486
Part VI · Governance 9 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
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 $25,691,393 across 9 lines filed
VIII-1a Federated campaigns$8,216
VIII-1e Government grants$8,703,619
VIII-1f All other contributions, gifts and grants$48,811
VIII-1h Total contributions, gifts and grants$8,760,646
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $16,321,781$16,321,781
VIII-3 Investment incomeExcluded from tax $39,908$39,908
VIII-7 Net gain or loss on sales of assetsExcluded from tax $162,175$162,175
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $369,726 · Unrelated business $37,157$406,883
VIII-12 Total revenueRelated to mission $16,691,507 · Unrelated business $37,157 · Excluded from tax $202,083$25,691,393
Part IX · Statement of functional expenses $23,871,907 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $100,520$100,520
IX-7 Other salaries and wagesPrograms $10,104,988 · Management $732,818$10,837,806
IX-8 Pension plan contributionsPrograms $239,297 · Management $24,831$264,128
IX-9 Other employee benefitsPrograms $1,286,219 · Management $58,944$1,345,163
IX-10 Payroll taxesPrograms $746,368 · Management $56,556$802,924
IX-12 Advertising and promotionPrograms $11,323 · Management $2,302$13,625
IX-13 Office expensesPrograms $296,699 · Management $74,499$371,198
IX-16 OccupancyPrograms $1,484,673 · Management $81,024$1,565,697
IX-17 TravelPrograms $69,738 · Management $5,644$75,382
IX-20 InterestPrograms $44,140 · Management $11,024$55,164
IX-21 Payments to affiliatesManagement $1,676,100$1,676,100
IX-22 Depreciation, depletion and amortizationPrograms $239,529 · Management $13,164$252,693
IX-23 InsurancePrograms $165,161 · Management $93,187$258,348
IX-24 Other expenses (24a–d)Programs $5,919,548 · Management $333,611$6,253,159
IX-25 Total functional expensesPrograms $20,708,203 · Management $3,163,704 · Fundraising $0$23,871,907
Part X · Balance sheet $11,369,336 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $3,876,249$2,500,235
X-2 Savings and temporary cash investmentsStart of year $379,531$324,181
X-4 Accounts receivableStart of year $2,568,313$3,745,005
X-9 Prepaid expenses and deferred chargesStart of year $38,168$189,038
X-10c Land, buildings and equipment, netStart of year $2,767,129$2,554,276
X-11 Publicly traded securitiesStart of year $2,370,925$2,032,246
X-15 Other assetsStart of year $37,175$24,355
X-16 Total assetsStart of year $12,037,490$11,369,336
X-17 Accounts payable and accrued expensesStart of year $1,999,297$2,187,517
X-19 Deferred revenueStart of year $1,555,317$686,408
X-26 Total liabilitiesStart of year $5,090,795$4,231,498
X-27 Net assets without donor restrictionsStart of year $6,823,445$7,038,766
X-28 Net assets with donor restrictionsStart of year $123,250$99,072
X-32 Total net assets or fund balancesStart of year $6,946,695$7,137,838
X-33 Total liabilities and net assetsStart of year $12,037,490$11,369,336
Part XI · Reconciliation of net assets $7,137,838 net assets at year end
XI-1 Total revenue$25,691,393
XI-2 Total expenses$23,871,907
XI-3 Revenue less expenses$1,819,486
XI-4 Net assets at start of year$6,946,695
XI-5 Net unrealized gains (losses) on investments−$523,960
XI-9 Other changes in net assets−$1,104,383
XI-10 Net assets at end of year$7,137,838

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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