Milestones INC: FY2023 Nonprofit Profile & Form 990 (EIN 61-1343154)

Revenue by fiscal year
FY2023	$313K
FY2024	$283K
FY2025	$382K

Expenses by fiscal year
FY2023	$354K
FY2024	$248K
FY2025	$280K

Net assets by fiscal year
FY2023	$39K
FY2024	$74K
FY2025	$177K

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

80 cents of each dollar spent went to programs.

80%

20%

Program services 80% · $282K Management & general 20% · $72K

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

4 people listed on the 990.

Part VII, Section A · reportable compensation

Rachel Jones

Vice President

$0Pt VII · Sec A

Samuel Lange

President

$0Pt VII · Sec A

Mary Bruckmann

Treasurer

$0Pt VII · Sec A

Leslie Adams

Secretary

$0Pt VII · Sec A

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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 · $282K · in their own filed words · FY2023

01

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

$282Kprogram 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 FY2023 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$313K

Ln 12

Gifts and grantsLn 1h$181K

Fees for servicesLn 2g$117K

Other incomeLn 4–11$15K

Money outPt IX

$354K

Ln 25

Programscol B$282K

Managementcol C$72K

Owns and owesPt X

$39K

net assets · Ln 32

Cash and savingsLn 1–2$28K

Total assetsLn 16$437K

LiabilitiesLn 26$398K

PeoplePt VI, VII

4

listed · VII A

PaidVII A0

Voting boardVI 1a4

IndependentVI 1b4

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$181K

Fees for servicesLn 2g$117K

Investment incomeLn 3$1

Other incomeLn 4–11$15K

Total revenueLn 12$313K

Assets in detailPt X, end of year

CashLn 1$28K

Cash and savings togetherLn 1–2$28K

Land, buildings, equipmentLn 10c$409K

Total assetsLn 16$437K

LiabilitiesLn 26$398K

Net assetsLn 32$39K

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

Line	Start FY23	End FY23
Cash and savingsLn 1–2	$42K	$28K
Land, buildings, equipmentLn 10c	$453K	$409K
Total assetsLn 16	$496K	$437K
LiabilitiesLn 26	$416K	$398K
Net assetsLn 32	$80K	$39K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Pay of current officers, directors and key staffLn 5	$133K	$80K	$53K
Payroll taxesLn 10	$10K	$6K	$4K
Accounting feesLn 11c	$5K	$2K	$3K
Advertising and promotionLn 12	$172		$172
Office expensesLn 13	$11K	$3K	$8K
Information technologyLn 14	$3K		$3K
OccupancyLn 16	$16K	$16K
InterestLn 20	$425	$425
Depreciation, depletion and amortizationLn 22	$61K	$61K
InsuranceLn 23	$17K	$17K
Other expenses (24a–d)Ln 24	$98K	$98K
Total functional expensesLn 25	$354K	$282K	$72K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$382K	$280K	$102K	$177K	990 PDF
FY2024	$283K	$248K	$35K	$74K	990 PDF
FY2023 Viewing	$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 FY2023 990 (6 parts)

Part I · Summary $313,436 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $172,737$180,623

I-9 Program service revenuePrior year $99,142$117,418

I-10 Investment incomePrior year $0$1

I-11 Other revenuePrior year $0$15,394

I-12 Total revenuePrior year $271,879$313,436

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $76,202$0

I-15 Salaries and benefitsPrior year $148,491$142,741

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $33,519$211,138

I-18 Total expensesPrior year $258,212$353,879

I-19 Revenue less expensesPrior year $13,667−$40,443

Part VI · Governance 4 of 4 board members independent, 1 to look at

VI-1a Voting members of the governing body4

VI-1b Independent voting members4

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 $313,436 across 7 lines filed

VIII-1f All other contributions, gifts and grants$180,623

VIII-1h Total contributions, gifts and grants$180,623

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $117,418$117,418

VIII-3 Investment incomeExcluded from tax $1$1

VIII-6 Net rental income or lossExcluded from tax $9,350$9,350

VIII-8 Net income from fundraising eventsExcluded from tax $6,044$6,044

VIII-12 Total revenueRelated to mission $117,418 · Unrelated business $0 · Excluded from tax $15,395$313,436

Part IX · Statement of functional expenses $353,879 across 11 lines filed

IX-5 Pay of current officers, directors and key staffPrograms $79,813 · Management $52,883$132,696

IX-10 Payroll taxesPrograms $6,026 · Management $4,019$10,045

IX-11c Accounting feesPrograms $1,620 · Management $3,085$4,705

IX-12 Advertising and promotionManagement $172$172

IX-13 Office expensesPrograms $2,777 · Management $8,330$11,107

IX-14 Information technologyManagement $3,202$3,202

IX-16 OccupancyPrograms $16,164$16,164

IX-20 InterestPrograms $425$425

IX-22 Depreciation, depletion and amortizationPrograms $60,595$60,595

IX-23 InsurancePrograms $17,083$17,083

IX-24 Other expenses (24a–d)Programs $97,685$97,685

IX-25 Total functional expensesPrograms $282,188 · Management $71,691 · Fundraising $0$353,879

Part X · Balance sheet $437,392 assets, 6 lines filed

X-1 Cash, non-interest-bearingStart of year $42,104$28,159

X-10c Land, buildings and equipment, netStart of year $452,555$409,233

X-16 Total assetsStart of year $496,050$437,392

X-26 Total liabilitiesStart of year $416,291$398,076

X-32 Total net assets or fund balancesStart of year $79,759$39,316

X-33 Total liabilities and net assetsStart of year $496,050$437,392

Part XI · Reconciliation of net assets $39,316 net assets at year end

XI-1 Total revenue$313,436

XI-2 Total expenses$353,879

XI-3 Revenue less expenses−$40,443

XI-4 Net assets at start of year$79,759

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$39,316

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

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Milestones INC FY2023 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Milestones INC

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV