Milestone Centers INC FY2023 filing

Tax-deductible

Pittsburgh, PA501(c)(3)Since 1969Mental HealthEIN 25-1213006Revenue $22.4M in FY2023

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.
84¢ of each $1 spent went to programs.
$131K 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

FY2023 · 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
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$131K
to officers and key staff · 0.6% of spending
Looks good: pay to officers and key staff is 1% 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
$5.1M
41% of total assets
Looks good: liabilities are 41% 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
$22.4M
-13% vs prior year
Spent
$22.2M
To programs
84%
Net assets
$7.5M
By yearFY2020–FY2025
Revenue
$22.4M
FY2023▼ -13%
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
$22.2M
FY2023▼ -7%
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
$7.5M
FY2023▲ +5%
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 FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 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 ruling in May 1970.

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

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $18.6M Management & general 16% · $3.5M

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

12 people listed on the 990; $131K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Executive Director
$130,824Pt VII · Sec A
Vice Chairman
$0Pt VII · Sec A
Secretary/Treasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$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 · $15.1M · in their own filed words · FY2022
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.

$9.1Mprogram 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.

$5.9Mprogram 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 FY2023 990, line by line.

1The main four
Money inPt VIII
$22.4M
Ln 12
Fees for servicesLn 2g$16.9M
Gifts and grantsLn 1h$5.2M
Other incomeLn 4–11$154K
Money outPt IX
$22.2M
Ln 25
Programscol B$18.6M
Managementcol C$3.5M
Owns and owesPt X
$7.5M
net assets · Ln 32
Cash and savingsLn 1–2$2.6M
Total assetsLn 16$12.5M
LiabilitiesLn 26$5.1M
PeoplePt VI, VII
12
listed · VII A
PaidVII A1
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5.2M
Government grantsLn 1e$5.0M
Fees for servicesLn 2g$16.9M
Investment incomeLn 3$139K
Other incomeLn 4–11$154K
Gains on assetsLn 7$89K
Total revenueLn 12$22.4M
Assets in detailPt X, end of year
CashLn 1$2.2M
SavingsLn 2$309K
Cash and savings togetherLn 1–2$2.6M
InvestmentsLn 11–13$2.3M
Land, buildings, equipmentLn 10c$2.6M
Other assetsLn 15$2.4M
Total assetsLn 16$12.5M
LiabilitiesLn 26$5.1M
Net assetsLn 32$7.5M
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 FY23End FY23
Cash and savingsLn 1–2$2.8M$2.6M
InvestmentsLn 11–13$2.0M$2.3M
Land, buildings, equipmentLn 10c$2.6M$2.6M
Total assetsLn 16$11.4M$12.5M
LiabilitiesLn 26$4.2M$5.1M
Net assetsLn 32$7.1M$7.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$166K$166K
Other salaries and wagesLn 7$10.6M$10.2M$423K
Pension plan contributionsLn 8$244K$224K$20K
Other employee benefitsLn 9$1.4M$1.3M$56K
Payroll taxesLn 10$809K$764K$44K
Advertising and promotionLn 12$587$587
Office expensesLn 13$354K$273K$81K
OccupancyLn 16$1.4M$1.4M$64K
TravelLn 17$75K$67K$7K
InterestLn 20$38K$35K$3K
Payments to affiliatesLn 21$2.1M$2.1M
Depreciation, depletion and amortizationLn 22$223K$212K$11K
InsuranceLn 23$277K$144K$134K
Other expenses (24a–d)Ln 24$4.4M$4.0M$388K
Total functional expensesLn 25$22.2M$18.6M$3.5M$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 Viewing $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 $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 FY2023 990 (6 parts)
Part I · Summary $22,375,245 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $8,760,646$5,157,160
I-9 Program service revenuePrior year $16,321,781$16,924,359
I-10 Investment incomePrior year $202,083$139,288
I-11 Other revenuePrior year $406,883$154,438
I-12 Total revenuePrior year $25,691,393$22,375,245
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 $13,350,541$13,234,377
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $10,521,366$8,921,176
I-18 Total expensesPrior year $23,871,907$22,155,553
I-19 Revenue less expensesPrior year $1,819,486$219,692
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 $22,375,245 across 9 lines filed
VIII-1a Federated campaigns$2,626
VIII-1e Government grants$5,038,034
VIII-1f All other contributions, gifts and grants$116,500
VIII-1h Total contributions, gifts and grants$5,157,160
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $16,924,359$16,924,359
VIII-3 Investment incomeExcluded from tax $50,616$50,616
VIII-7 Net gain or loss on sales of assetsExcluded from tax $88,672$88,672
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $115,256 · Unrelated business $39,182$154,438
VIII-12 Total revenueRelated to mission $17,039,615 · Unrelated business $39,182 · Excluded from tax $139,288$22,375,245
Part IX · Statement of functional expenses $22,155,553 across 14 lines filed
IX-5 Pay of current officers, directors and key staffManagement $166,315$166,315
IX-7 Other salaries and wagesPrograms $10,224,081 · Management $422,541$10,646,622
IX-8 Pension plan contributionsPrograms $224,128 · Management $20,253$244,381
IX-9 Other employee benefitsPrograms $1,312,287 · Management $56,063$1,368,350
IX-10 Payroll taxesPrograms $764,462 · Management $44,247$808,709
IX-12 Advertising and promotionManagement $587$587
IX-13 Office expensesPrograms $273,024 · Management $80,556$353,580
IX-16 OccupancyPrograms $1,384,899 · Management $63,870$1,448,769
IX-17 TravelPrograms $67,338 · Management $7,180$74,518
IX-20 InterestPrograms $34,858 · Management $3,496$38,354
IX-21 Payments to affiliatesManagement $2,113,152$2,113,152
IX-22 Depreciation, depletion and amortizationPrograms $211,689 · Management $11,106$222,795
IX-23 InsurancePrograms $143,594 · Management $133,510$277,104
IX-24 Other expenses (24a–d)Programs $4,004,661 · Management $387,656$4,392,317
IX-25 Total functional expensesPrograms $18,645,021 · Management $3,510,532 · Fundraising $0$22,155,553
Part X · Balance sheet $12,546,691 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $2,500,235$2,240,723
X-2 Savings and temporary cash investmentsStart of year $324,181$309,376
X-4 Accounts receivableStart of year $3,745,005$2,550,554
X-9 Prepaid expenses and deferred chargesStart of year $189,038$192,283
X-10c Land, buildings and equipment, netStart of year $2,554,276$2,570,488
X-11 Publicly traded securitiesStart of year $2,032,246$2,258,519
X-15 Other assetsStart of year $24,355$2,424,748
X-16 Total assetsStart of year $11,369,336$12,546,691
X-17 Accounts payable and accrued expensesStart of year $2,187,517$1,387,366
X-25 Other liabilitiesStart of year $0$2,445,372
X-26 Total liabilitiesStart of year $4,231,498$5,086,410
X-27 Net assets without donor restrictionsStart of year $7,038,766$7,324,538
X-28 Net assets with donor restrictionsStart of year $99,072$135,743
X-32 Total net assets or fund balancesStart of year $7,137,838$7,460,281
X-33 Total liabilities and net assetsStart of year $11,369,336$12,546,691
Part XI · Reconciliation of net assets $7,460,281 net assets at year end
XI-1 Total revenue$22,375,245
XI-2 Total expenses$22,155,553
XI-3 Revenue less expenses$219,692
XI-4 Net assets at start of year$7,137,838
XI-5 Net unrealized gains (losses) on investments$102,751
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$7,460,281

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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