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Milestones INC

Tax-deductible

Independence, KY501(c)(3)Since 1999Health Care EIN 61-1343154Revenue $382K in FY2025

On file with the IRSmilestonesinc.org12372 Riggs Rd, 41051-9724 · Independence, KYTax-exempt since May 2024Publicly supported charity — 170(b)(1)(A)(vi)

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501(c)(3) charity; gifts are tax-deductible.
99¢ of each $1 spent went to programs.
Run by 90 volunteers and 10 employees.
Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

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FY2025 · 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
2 of 3
filings with a surplus
Average surplus $32K a year · 10% of revenue · last 3 filings
Fine: a surplus in 2 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
5 mo
of spending, in cash
Looks good: 5.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
9
named funders · $109K
Looks good: 9 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$399K
69% of total assets
Worth a look: liabilities are 69% of assets; over 65%.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$382K
+35% vs prior year
Spent
$280K
To programs
99%
Net assets
$177K
By yearFY2023–FY2025
Revenue
$382K
FY2025▲ +35%
Tap a bar for its year
Revenue by fiscal year
FY2023$313K
FY2024$283K
FY2025$382K
Expenses
$280K
FY2025▲ +13%
Tap a bar for its year
Expenses by fiscal year
FY2023$354K
FY2024$248K
FY2025$280K
Net assets
$177K
FY2025▲ +137%
Tap a bar for its year
Net assets by fiscal year
FY2023$39K
FY2024$74K
FY2025$177K

From the FY2025 Form 990 · see the original

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Is it real?

Yes. Exemption reinstated (2023-05-15). Per the IRS revocation list. Latest filing on record: FY2025. IRS ruling in May 2024.

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

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $278K Management & general 1% · $2K

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

10 people listed on the 990.

Part VII, Section A · reportable compensation
Samuel Lange
President
$0Pt VII · Sec A
Kevin Bonhaus
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Leslie Adams
Administrator
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Milestones INC 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 15aNo
  • Loans to or from officersSch L · Pt II1 listed

Programs and updates

Helps people with challenges improve their lives through new opportunities.

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Provided by the organization

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1 program · $278K · in their own filed words · FY2025
01

Provided therapeutic horseback riding lessons to more than 100 individuals throughout the course of the year.

$278Kprogram 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 · FY2024
James a and Martha R Brown Charitable Foundation INCFY2024$26K
Spaulding FoundationFY2024$20K
The R C Durr Foundation INCFY2024$15K
Jack J Smith JR Charitable TrustFY2024$10K
Chas and Ruth Seligman Family Foundation INCFY2024$10K
John a Schroth Family CharitabletrustFY2024$10K
Dorothy B Francis Charitable FoundationFY2024$10K
Mark & Susan Grimme Family FoundationFY2024$8K
Total grants receivedfrom 9 funders$109K
See all 9 funders →

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$382K
Ln 12
Gifts and grantsLn 1h$274K
Fees for servicesLn 2g$96K
Other incomeLn 4–11$10K
Money outPt IX
$280K
Ln 25
Programscol B$278K
Managementcol C$2K
Owns and owesPt X
$177K
net assets · Ln 32
Cash and savingsLn 1–2$122K
Total assetsLn 16$576K
LiabilitiesLn 26$399K
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$274K
Fees for servicesLn 2g$96K
Investment incomeLn 3$3K
Other incomeLn 4–11$10K
Total revenueLn 12$382K
Assets in detailPt X, end of year
CashLn 1$66K
SavingsLn 2$56K
Cash and savings togetherLn 1–2$122K
Land, buildings, equipmentLn 10c$451K
Total assetsLn 16$576K
LiabilitiesLn 26$399K
Net assetsLn 32$177K
OperationsPt I, VI
EmployeesI 510
VolunteersI 690
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 FY25End FY25
Cash and savingsLn 1–2$65K$122K
Land, buildings, equipmentLn 10c$407K$451K
Total assetsLn 16$477K$576K
LiabilitiesLn 26$402K$399K
Net assetsLn 32$74K$177K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$70K$70K
Payroll taxesLn 10$5K$5K
Accounting feesLn 11c$3K$2K$275
Advertising and promotionLn 12$672$672
Office expensesLn 13$19K$17K$2K
OccupancyLn 16$13K$13K
InterestLn 20$2K$2K
Depreciation, depletion and amortizationLn 22$7K$7K
InsuranceLn 23$12K$12K
Other expenses (24a–d)Ln 24$145K$145K
All other expensesLn 24e$3K$3K
Total functional expensesLn 25$280K$278K$2K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $382K$280K$102K$177K 990 PDF
FY2024 $283K$248K$35K$74K 990 PDF
FY2023 $313K$354K−$40K$39K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $382,410 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $158,935$273,872
I-9 Program service revenuePrior year $107,780$95,725
I-10 Investment incomePrior year $368$2,554
I-11 Other revenuePrior year $16,072$10,259
I-12 Total revenuePrior year $283,155$382,410
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 $49,402$75,808
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $198,570$204,522
I-18 Total expensesPrior year $247,972$280,330
I-19 Revenue less expensesPrior year $35,183$102,080
Part VI · Governance 10 of 10 board members independent, 1 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
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 $382,410 across 7 lines filed
Lines not itemized here account for $400 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$273,872
VIII-1h Total contributions, gifts and grants$273,872
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $95,325$95,325
VIII-3 Investment incomeExcluded from tax $2,554$2,554
VIII-6 Net rental income or lossExcluded from tax $10,200$10,200
VIII-8 Net income from fundraising eventsExcluded from tax $59$59
VIII-12 Total revenueRelated to mission $95,725 · Unrelated business $0 · Excluded from tax $12,813$382,410
Part IX · Statement of functional expenses $280,330 across 11 lines filed
IX-7 Other salaries and wagesPrograms $70,421$70,421
IX-10 Payroll taxesPrograms $5,387$5,387
IX-11c Accounting feesPrograms $2,404 · Management $275$2,679
IX-12 Advertising and promotionPrograms $672$672
IX-13 Office expensesPrograms $17,222 · Management $1,914$19,136
IX-16 OccupancyPrograms $12,969$12,969
IX-20 InterestPrograms $2,423$2,423
IX-22 Depreciation, depletion and amortizationPrograms $6,553$6,553
IX-23 InsurancePrograms $11,820$11,820
IX-24 Other expenses (24a–d)Programs $145,339$145,339
IX-24e All other expensesPrograms $2,931$2,931
IX-25 Total functional expensesPrograms $278,141 · Management $2,189 · Fundraising $0$280,330
Part X · Balance sheet $576,317 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $14,423$66,318
X-2 Savings and temporary cash investmentsStart of year $50,366$56,181
X-4 Accounts receivableStart of year $5,218$2,953
X-10c Land, buildings and equipment, netStart of year $406,714$450,865
X-16 Total assetsStart of year $476,721$576,317
X-17 Accounts payable and accrued expensesStart of year $1,019$850
X-26 Total liabilitiesStart of year $402,222$399,436
X-32 Total net assets or fund balancesStart of year $74,499$176,881
X-33 Total liabilities and net assetsStart of year $476,721$576,317
Part XI · Reconciliation of net assets $176,881 net assets at year end
XI-1 Total revenue$382,410
XI-2 Total expenses$280,330
XI-3 Revenue less expenses$102,080
XI-4 Net assets at start of year$74,499
XI-8 Prior period adjustments$302
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$176,881

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

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