Milestones Services INC FY2023 filing

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To enable persons with developmental disabilities to achieve their maximum potential.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
$69K 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
2 of 6
filings with a surplus
Average surplus $64K a year · 2% of revenue · last 6 filings
Worth a look: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$69K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
5 mo
of spending, in cash
Looks good: 5.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $55K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$205K
7% of total assets
Looks good: liabilities are 7% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.1M
-23% vs prior year
Spent
$3.2M
To programs
76%
Net assets
$2.7M
By yearFY2020–FY2025
Revenue
$3.1M
FY2023▼ -23%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.8M
FY2021$2.5M
FY2022$4.0M
FY2023$3.1M
FY2024$2.5M
FY2025$2.6M
Expenses
$3.2M
FY2023▲ +17%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.3M
FY2021$2.2M
FY2022$2.7M
FY2023$3.2M
FY2024$2.9M
FY2025$2.9M
Net assets
$2.7M
FY2023-0.2%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.0M
FY2021$1.4M
FY2022$2.7M
FY2023$2.7M
FY2024$2.4M
FY2025$2.2M

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 1974.

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

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $2.4M Management & general 24% · $769K Fundraising 0% · $3K

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

16 people listed on the 990; $69K 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
$69,259Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Randy Ohlde’s $78K as Executive Director is at the 18th percentile of top reported officer pay among 3395 $1–10M education 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 · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Randy Ohlde$78,318$72,552$69,259$31,269——
Teresa Little———$65,550$60,099$62,918

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 Milestones Services INC 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 15aYes

Programs and updates

Helps people with developmental disabilities reach their fullest potential.

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3 programs · $2.2M · in their own filed words · FY2022
01

Milestones

A developmentally and individually appropriate early childhood program which serves children ages 6 weeks to 5 years who have developmental delays. Children who are typically developing are also included to act as peer models in the program.

$1.1Mprogram expense
02

Therapy

Speech, physical, and occupational therapy is provided by licensed professionals for children ages six weeks to five years at the integrated daycare facility.

$828Kprogram expense
03

Transportation

Transportation throughout the entire county is provided for children who qualify for the day habilitation program.

$281Kprogram 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
Total grants receivedfrom 3 funders$55K
See all 3 funders →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$3.1M
Ln 12
Fees for servicesLn 2g$2.5M
Gifts and grantsLn 1h$355K
Other incomeLn 4–11$217K
Money outPt IX
$3.2M
Ln 25
Programscol B$2.4M
Managementcol C$769K
Fundraisingcol D$3K
Owns and owesPt X
$2.7M
net assets · Ln 32
Cash and savingsLn 1–2$1.3M
Total assetsLn 16$2.9M
LiabilitiesLn 26$205K
PeoplePt VI, VII
16
listed · VII A
PaidVII A1
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$355K
Government grantsLn 1e$326K
Fundraising eventsLn 1c$1K
Fees for servicesLn 2g$2.5M
Investment incomeLn 3$13K
Other incomeLn 4–11$217K
Total revenueLn 12$3.1M
Assets in detailPt X, end of year
SavingsLn 2$1.3M
Cash and savings togetherLn 1–2$1.3M
InvestmentsLn 11–13$724K
Land, buildings, equipmentLn 10c$553K
Other assetsLn 15$26K
Total assetsLn 16$2.9M
LiabilitiesLn 26$205K
Net assetsLn 32$2.7M
OperationsPt I, VI
EmployeesI 5112
VolunteersI 664
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
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$1.5M$1.3M
InvestmentsLn 11–13$724K
Land, buildings, equipmentLn 10c$556K$553K
Total assetsLn 16$3.0M$2.9M
LiabilitiesLn 26$280K$205K
Net assetsLn 32$2.7M$2.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$77K$8K$69K
Other salaries and wagesLn 7$2.1M$1.9M$220K
Other employee benefitsLn 9$102K$71K$31K
Payroll taxesLn 10$162K$141K$21K
Accounting feesLn 11c$22K$22K
Other fees for servicesLn 11g$4K$3K$1K
Advertising and promotionLn 12$17K$14K$3K
Office expensesLn 13$12K$5K$7K
Information technologyLn 14$28K$23K$5K
OccupancyLn 16$132K$69K$64K
TravelLn 17$2K$974$2K
Depreciation, depletion and amortizationLn 22$91K$27K$64K
InsuranceLn 23$61K$61K
Other expenses (24a–d)Ln 24$365K$171K$191K$3K
All other expensesLn 24e$13K$6K$7K$59
Total functional expensesLn 25$3.2M$2.4M$769K$3K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Feb 9, 2026 $2.6M$2.9M−$297K$2.2M 990 PDF
FY2024Filed with the IRS May 5, 2025 $2.5M$2.9M−$418K$2.4M 990 PDF
FY2023 ViewingFiled with the IRS Jan 19, 2024 $3.1M$3.2M−$59K$2.7M 990 PDF
FY2022Filed with the IRS May 11, 2023 $4.0M$2.7M$1.3M$2.7M 990 PDF
FY2021Filed with the IRS Mar 28, 2022 $2.5M$2.2M$345K$1.4M 990 PDF
FY2020Filed with the IRS May 10, 2021 $1.8M$2.3M−$492K$1.0M 990 PDF

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 $3,101,258 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,614,329$354,843
I-9 Program service revenuePrior year $2,335,986$2,516,103
I-10 Investment incomePrior year $4,964$13,168
I-11 Other revenuePrior year $52,256$217,144
I-12 Total revenuePrior year $4,007,535$3,101,258
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 $1,954,917$2,411,329
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $749,636$749,020
I-18 Total expensesPrior year $2,704,553$3,160,349
I-19 Revenue less expensesPrior year $1,302,982−$59,091
Part VI · Governance 15 of 15 board members independent, 1 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $3,101,258 across 10 lines filed
VIII-1a Federated campaigns$17,444
VIII-1c Fundraising events$1,350
VIII-1e Government grants$326,081
VIII-1f All other contributions, gifts and grants$9,968
VIII-1h Total contributions, gifts and grants$354,843
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,516,103$2,516,103
VIII-3 Investment incomeExcluded from tax $13,168$13,168
VIII-8 Net income from fundraising eventsExcluded from tax $632$632
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $216,512$216,512
VIII-12 Total revenueRelated to mission $2,516,103 · Unrelated business $0 · Excluded from tax $230,312$3,101,258
Part IX · Statement of functional expenses $3,160,349 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $7,684 · Management $69,152$76,836
IX-7 Other salaries and wagesPrograms $1,850,460 · Management $219,843$2,070,303
IX-9 Other employee benefitsPrograms $70,943 · Management $31,081$102,024
IX-10 Payroll taxesPrograms $141,144 · Management $21,022$162,166
IX-11c Accounting feesManagement $22,350$22,350
IX-11g Other fees for servicesPrograms $2,787 · Management $1,315$4,102
IX-12 Advertising and promotionPrograms $14,321 · Management $3,118$17,439
IX-13 Office expensesPrograms $5,165 · Management $6,785$11,950
IX-14 Information technologyPrograms $22,623 · Management $5,263$27,886
IX-16 OccupancyPrograms $68,567 · Management $63,777$132,344
IX-17 TravelPrograms $974 · Management $1,526$2,500
IX-22 Depreciation, depletion and amortizationPrograms $27,308 · Management $63,902$91,210
IX-23 InsuranceManagement $61,132$61,132
IX-24 Other expenses (24a–d)Programs $171,056 · Management $191,033 · Fundraising $2,533$364,622
IX-24e All other expensesPrograms $6,190 · Management $7,236 · Fundraising $59$13,485
IX-25 Total functional expensesPrograms $2,389,222 · Management $768,535 · Fundraising $2,592$3,160,349
Part X · Balance sheet $2,886,062 assets, 14 lines filed
X-2 Savings and temporary cash investmentsStart of year $1,460,958$1,321,024
X-3 Pledges and grants receivableStart of year $861,717$183,589
X-4 Accounts receivableStart of year $28,724$59,402
X-9 Prepaid expenses and deferred chargesStart of year $33,803$19,444
X-10c Land, buildings and equipment, netStart of year $555,838$553,063
X-11 Publicly traded securities$723,884
X-15 Other assetsStart of year $24,505$25,656
X-16 Total assetsStart of year $2,965,545$2,886,062
X-17 Accounts payable and accrued expensesStart of year $280,049$204,838
X-26 Total liabilitiesStart of year $280,049$204,838
X-27 Net assets without donor restrictionsStart of year $2,660,991$2,655,568
X-28 Net assets with donor restrictionsStart of year $24,505$25,656
X-32 Total net assets or fund balancesStart of year $2,685,496$2,681,224
X-33 Total liabilities and net assetsStart of year $2,965,545$2,886,062
Part XI · Reconciliation of net assets $2,681,224 net assets at year end
XI-1 Total revenue$3,101,258
XI-2 Total expenses$3,160,349
XI-3 Revenue less expenses−$59,091
XI-4 Net assets at start of year$2,685,496
XI-5 Net unrealized gains (losses) on investments$54,819
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,681,224

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

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