Milestone House FY2021 filing

Tax-deductible

Oceanside, CA501(c)(3)Since 1992UnclassifiedEIN 33-0530215Revenue $955K in FY2021

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Milestone House assists disadvantaged children and young adults, primarily those who come from the foster care system, by creating and implementing innovative programs that provide a variety of need services, including treatment services, education support and preparation for successful transiton to adulthood.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
$73K 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

FY2021 · 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 $11K a year · 1% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$73K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 3.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$452K
49% of total assets
Looks good: liabilities are 49% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$955K
+8% vs prior year
Spent
$896K
To programs
85%
Net assets
$476K
By yearFY2020–FY2025
Revenue
$955K
FY2021▲ +8%
Revenue by fiscal year
FY2020$882K
FY2021$955K
FY2022$1.1M
FY2023$1.2M
FY2024$996K
FY2025$1.2M
Expenses
$896K
FY2021▲ +15%
Expenses by fiscal year
FY2020$778K
FY2021$896K
FY2022$1.1M
FY2023$1.1M
FY2024$1.2M
FY2025$1.2M
Net assets
$476K
FY2021▲ +14%
Net assets by fiscal year
FY2020$417K
FY2021$476K
FY2022$477K
FY2023$621K
FY2024$457K
FY2025$380K

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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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 ruling in Dec 1992.

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

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $761K Management & general 14% · $123K Fundraising 1% · $12K

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

5 people listed on the 990; $73K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$73,468Pt VII · Sec A
Secretary/Treasurer
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Beverly Boone$83,699$82,687$74,150$71,806$73,468$42,857

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.

See Milestone House 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 15aYes

Programs and updates

Prepares at-risk teen girls for independent living through residential treatment services.

Provided by the organization

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1 program · $761K · in their own filed words · FY2021
01

Group home for teen girls referred by the California Department of Social Services. Program services performed are residential care, behavior modification, educational support, positive leisure activity, independent living skills, social work and fostering adulthood.

$761Kprogram expense

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$955K
Ln 12
Gifts and grantsLn 1h$954K
Other incomeLn 4–11$759
Money outPt IX
$896K
Ln 25
Programscol B$761K
Managementcol C$123K
Fundraisingcol D$12K
Owns and owesPt X
$476K
net assets · Ln 32
Cash and savingsLn 1–2$276K
Total assetsLn 16$928K
LiabilitiesLn 26$452K
PeoplePt VI, VII
5
listed · VII A
PaidVII A1
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$954K
Government grantsLn 1e$929K
Other incomeLn 4–11$759
Total revenueLn 12$955K
Assets in detailPt X, end of year
CashLn 1$276K
Cash and savings togetherLn 1–2$276K
Land, buildings, equipmentLn 10c$590K
Total assetsLn 16$928K
LiabilitiesLn 26$452K
Net assetsLn 32$476K
OperationsPt I, VI
EmployeesI 526
Fiscal year endsHeaderDecember
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$311K$276K
Land, buildings, equipmentLn 10c$563K$590K
Total assetsLn 16$956K$928K
LiabilitiesLn 26$539K$452K
Net assetsLn 32$417K$476K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$73K$64K$10K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$459K$448K$12K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$30K$25K$4K$558
Payroll taxesLn 10$44K$37K$6K$802
Management feesLn 11a$35K$35K
Legal feesLn 11b$0
Accounting feesLn 11c$17K$17K
Lobbying feesLn 11d$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$1K$1K
Office expensesLn 13$11K$9K$2K$200
Information technologyLn 14$7K$6K$957$125
RoyaltiesLn 15$0
OccupancyLn 16$11K$9K$2K$204
TravelLn 17$10K$10K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$6K$6K
InterestLn 20$16K$13K$4K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$27K$26K$280$368
InsuranceLn 23$22K$19K$4K
Other expenses (24a–d)Ln 24$116K$114K$2K$315
All other expensesLn 24e$9K$4K$6K
Total functional expensesLn 25$896K$761K$123K$12K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.2M$1.2M−$77K$380K 990 PDF
FY2024 $996K$1.2M−$163K$457K 990 PDF
FY2023 $1.2M$1.1M$143K$621K 990 PDF
FY2022 $1.1M$1.1M$1K$477K 990 PDF
FY2021 Viewing $955K$896K$59K$476K 990 PDF
FY2020 $882K$778K$104K$417K 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 $955,212 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $880,794$954,453
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenuePrior year $954$759
I-12 Total revenuePrior year $881,748$955,212
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $545,873$606,657
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $232,151$289,327
I-18 Total expensesPrior year $778,024$895,984
I-19 Revenue less expensesPrior year $103,724$59,228
Part VI · Governance 4 of 4 board members independent, no flags
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
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 $955,212 across 5 lines filed
VIII-1e Government grants$929,292
VIII-1f All other contributions, gifts and grants$25,161
VIII-1h Total contributions, gifts and grants$954,453
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $759$759
VIII-12 Total revenueExcluded from tax $759$955,212
Part IX · Statement of functional expenses $895,984 across 30 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffManagement $63,675 · Fundraising $9,793$73,468
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $447,547 · Management $11,686$459,233
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $25,476 · Management $4,290 · Fundraising $558$30,324
IX-10 Payroll taxesPrograms $36,657 · Management $6,173 · Fundraising $802$43,632
IX-11a Management feesPrograms $35,470$35,470
IX-11b Legal fees$0
IX-11c Accounting feesManagement $16,542$16,542
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$0
IX-12 Advertising and promotionManagement $1,037$1,037
IX-13 Office expensesPrograms $9,127 · Management $1,537 · Fundraising $200$10,864
IX-14 Information technologyPrograms $5,683 · Management $957 · Fundraising $125$6,765
IX-15 Royalties$0
IX-16 OccupancyPrograms $9,330 · Management $1,571 · Fundraising $204$11,105
IX-17 TravelPrograms $9,999$9,999
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $6,107$6,107
IX-20 InterestPrograms $12,794 · Management $3,623$16,417
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $26,359 · Management $280 · Fundraising $368$27,007
IX-23 InsurancePrograms $18,668 · Management $3,552$22,220
IX-24 Other expenses (24a–d)Programs $113,587 · Management $2,429 · Fundraising $315$116,331
IX-24e All other expensesPrograms $3,698 · Management $5,765$9,463
IX-25 Total functional expensesPrograms $760,502 · Management $123,117 · Fundraising $12,365$895,984
Part X · Balance sheet $927,930 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $310,984$275,573
X-4 Accounts receivableStart of year $80,934$60,529
X-9 Prepaid expenses and deferred chargesStart of year $1,230$1,578
X-10c Land, buildings and equipment, netStart of year $563,142$590,250
X-16 Total assetsStart of year $956,290$927,930
X-17 Accounts payable and accrued expensesStart of year $45,805$59,039
X-26 Total liabilitiesStart of year $539,144$451,556
X-27 Net assets without donor restrictionsStart of year $417,146$476,374
X-32 Total net assets or fund balancesStart of year $417,146$476,374
X-33 Total liabilities and net assetsStart of year $956,290$927,930
Part XI · Reconciliation of net assets $476,374 net assets at year end
XI-1 Total revenue$955,212
XI-2 Total expenses$895,984
XI-3 Revenue less expenses$59,228
XI-4 Net assets at start of year$417,146
XI-10 Net assets at end of year$476,374

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

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