Milestone Rocvale Foundation

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Serve the developmentally disabled.

Form 990 Part I, line 1, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 36-3223946) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
78¢ of each $1 spent went to programs.
Run by 8 volunteers and 1 employee.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $99K a year · 23% of revenue · last 6 filings
A surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
78%
of spending
78% of spending went to programs.
Pt IX · Ln 25 · col B
0.6 mo
of spending, in cash
Plus $10.5M in investments, Pt X · Ln 11–13
0.6 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$5K
0.03% of total assets
Liabilities are 0.03% of assets.
Pt X · Ln 26
Independent board members
5
of 5 voting members
5 of 5 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$488K
+8% vs prior year
Spent
$503K
To programs
78%
Net assets
$17.9M
By yearFY2020–FY2025
Revenue
$488K
FY2025▲ +8%
Tap a bar for its year
Revenue by fiscal year
FY2020$460K
FY2021$294K
FY2022$392K
FY2023$491K
FY2024$454K
FY2025$488K
Expenses
$503K
FY2025▼ -4%
Tap a bar for its year
Expenses by fiscal year
FY2020$971K
FY2021$276K
FY2022$290K
FY2023$611K
FY2024$523K
FY2025$503K
Net assets
$17.9M
FY2025▲ +8%
Tap a bar for its year
Net assets by fiscal year
FY2020$12.6M
FY2021$16.2M
FY2022$14.0M
FY2023$15.0M
FY2024$16.5M
FY2025$17.9M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1983.

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

Where the money goes

78 cents of each dollar spent went to programs.

Program services 78% · $390K Management & general 22% · $112K

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.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
President
$0Pt VII · Sec A
Treasurer an
$0Pt VII · Sec A
$0Pt VII · Sec A
Chairperson
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

James Hamilton’s $185K as President/Ce is at the 97th percentile of top reported officer pay among 1980 $100K–1M health care 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.

See Milestone Rocvale Foundation executive salaries →

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

Supports individuals with developmental disabilities.

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1 program · $390K · in their own filed words · FY2024
01

Support the care facilities for developmnetally disabled individuals.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 36-3223946) · Dispute this line
$390Kprogram expense

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 · 8 grants · $2.6M · 2019–2024
Milestone INCFY2024$365,293
Milestone INCFY2023$435,742
Milestone INCFY2022$521,689
Milestone INCFY2021$194,487
Milestone INCFY2020$184,617
Milestone INCFY2019$565,371
Milestone INCFY2019$293,332

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$488K
Ln 12
Investment incomeLn 3$488K
Money outPt IX
$503K
Ln 25
Programscol B$390K
Managementcol C$112K
Owns and owesPt X
$17.9M
net assets · Ln 32
Cash and savingsLn 1–2$24K
Total assetsLn 16$17.9M
LiabilitiesLn 26$5K
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$488K
Total revenueLn 12$488K
Assets in detailPt X, end of year
CashLn 1$8K
SavingsLn 2$16K
Cash and savings togetherLn 1–2$24K
Prepaid expenses and deferred chargesLn 9$550
InvestmentsLn 11–13$10.5M
Other assetsLn 15$7.4M
Total assetsLn 16$17.9M
LiabilitiesLn 26$5K
Net assetsLn 32$17.9M
OperationsPt I, VI
EmployeesI 51
VolunteersI 68
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Investment feesPt IX, Sch D
Investment fees, as reportedPt IX 11f$79K
Share of the $2.1M endowmentSch D 1g3.7%
Typical, median of 2,202 orgs0.44%
EndowmentSch D · Pt V
LineFY25FY24FY23FY22FY21
End of yearLn 1g$2.1M$2.0M$1.8M$1.6M$1.9M
SpentLn 1d–1f$43K$70K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$60K$24K
InvestmentsLn 11–13$9.7M$10.5M
Total assetsLn 16$16.5M$17.9M
LiabilitiesLn 26$5K$5K
Net assetsLn 32$16.5M$17.9M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$390K$390K
Accounting feesLn 11c$13K$13K
Investment management feesLn 11f$79K$79K
Office expensesLn 13$15K$15K
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$3K$3K
Total functional expensesLn 25$503K$390K$112K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS Dec 17, 2025 $488K$503K−$14K$17.9M 990 PDF
FY2024Filed with the IRS Jan 27, 2025 $454K$523K−$69K$16.5M 990 PDF
FY2023Filed with the IRS Jan 25, 2024 $491K$611K−$120K$15.0M 990 PDF
FY2022Filed with the IRS Jan 24, 2023 $392K$290K$102K$14.0M 990 PDF
FY2021Filed with the IRS Feb 2, 2022 $294K$276K$17K$16.2M 990 PDF
FY2020Filed with the IRS Feb 23, 2021 $460K$971K−$510K$12.6M 990 PDF

Schedules filed Part IV

A · Public support D · Assets and endowments I · Grants O · Explanations
See the full FY2025 990
Part I · Summary $488,358 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $25,000$0
I-9 Program service revenue$0
I-10 Investment incomePrior year $428,623$488,358
I-11 Other revenuePrior year $50$0
I-12 Total revenuePrior year $453,673$488,358
I-13 Grants and similar amounts paidPrior year $435,942$390,493
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $86,727$112,295
I-18 Total expensesPrior year $522,669$502,788
I-19 Revenue less expensesPrior year −$68,996−$14,430
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 $488,358 across 2 lines filed
VIII-3 Investment incomeExcluded from tax $488,358$488,358
VIII-12 Total revenueExcluded from tax $488,358$488,358
Part IX · Statement of functional expenses $502,788 across 6 lines filed
IX-1 Grants to domestic organizationsPrograms $390,493$390,493
IX-11c Accounting feesManagement $13,400$13,400
IX-11f Investment management feesManagement $78,912$78,912
IX-13 Office expensesManagement $15,138$15,138
IX-23 InsuranceManagement $2,230$2,230
IX-24 Other expenses (24a–d)Management $2,615$2,615
IX-25 Total functional expensesPrograms $390,493 · Management $112,295 · Fundraising $0$502,788
Part X · Balance sheet $17,871,890 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $30,808$8,346
X-2 Savings and temporary cash investmentsStart of year $29,420$15,945
X-9 Prepaid expenses and deferred chargesStart of year $576$550
X-11 Publicly traded securitiesStart of year $9,691,781$10,479,722
X-15 Other assetsStart of year $6,769,370$7,367,327
X-16 Total assetsStart of year $16,521,955$17,871,890
X-21 Escrow or custodial accountsStart of year $5,193$5,206
X-26 Total liabilitiesStart of year $5,193$5,206
X-27 Net assets without donor restrictionsStart of year $11,734,003$12,699,642
X-28 Net assets with donor restrictionsStart of year $4,782,759$5,167,042
X-32 Total net assets or fund balancesStart of year $16,516,762$17,866,684
X-33 Total liabilities and net assetsStart of year $16,521,955$17,871,890
Part XI · Reconciliation of net assets $17,866,684 net assets at year end
XI-1 Total revenue$488,358
XI-2 Total expenses$502,788
XI-3 Revenue less expenses−$14,430
XI-4 Net assets at start of year$16,516,762
XI-5 Net unrealized gains (losses) on investments$1,364,352
XI-10 Net assets at end of year$17,866,684

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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