Milestone Inc
- Assets
- $23.2m
- Revenue
- $34.1m
- Investments
- $0.0
- Employees
- 771
- Location
- Loves Park, IL
- Founding
- 09/1973
- Data as of
- 06/2021
- EIN
- 36-2769801
Organization Overview
Milestone Inc is located in Loves Park, IL. The organization was established in 1973. According to its NTEE Classification (P82) the organization is classified as: Developmentally Disabled Centers, under the broad grouping of Human Services and related organizations. As of 06/2022, Milestone Inc employed 771 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Milestone Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Milestone Inc generated $34.1m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 3.6% each year. All expenses for the organization totaled $30.8m during the year ending 06/2021. While expenses have increased by 1.7% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE ORGANIZATION'S PURPOSE IS TO SERVE THE DEVELOPMENTALLY DISABLED.
Describe the Organization's Program Activity:
Part 3 - Line 4a
RESIDENTIAL FACILITIES - MILESTONE HAS 31 RESIDENTIAL GROUP HOMES FOR ADULTS WITH DEVELOPMENTAL DISABILITIES THROUGHOUT THE GREATER ROCKFORD AREA. EACH INDIVIDUAL ACTIVELY TAKES PART IN THE DAY TO DAY ACTIVITIES OF CLEANING, COOKING, SHOPPING, ALONG WITH A WIDE VARIETY OF RECREATIONAL ACTIVITIES. MILESTONE ALSO OPERATES A RESIDENTIAL FACILITY FOR CHILDREN BETWEEN THE AGES OF 6 AND 21 WITH A DEVELOPMENTAL DISABILITY AS A PRIMARY DIAGNOSIS. THIS ENVIRONMENT PROVIDES A COMFORTABLE HOMELIKE ATMOSPHERE COMBINING HIGHLY SPECIALIZED SERVICES WITH AROUND THE CLOCK SUPERVISION AND NURSING CARE. INDIVIDUALS ARE GIVEN THE OPPORTUNITY TO PARTICIPATE IN A WIDE VARIETY OF HOME AND COMMUNITY ACTIVITIES DESIGNED TO PREPARE THEM FOR ADULT LIFE. PROGRAMS RANGE FROM DAILY LIVING SKILLS TO PERSONAL CARE, SAFETY AND PHYSICAL WELL-BEING WITH MUSIC AND ART THERAPY PROGRAMS. LASTLY, MILESTONE OPERATES A RESIDENTIAL FACILITY FOR 74 ADULT INDIVIDUALS WHO ARE PHYSICALLY AND DEVELOPMENTALLY DISABLED AND MEDICALLY FRAGILE. THESE INDIVIDUALS ARE PROVIDED WITH A COMFORTABLE HOMELIKE ATMOSPHERE COMBINING HIGHLY SPECIALIZED SERVICES WITH AROUND THE CLOCK MEDICAL CARE. PERSONALIZED ATTENTION AND TRAINING IS PROVIDED TO HELP THE INDIVIDUAL DEVELOP DAILY LIVING SKILLS.
TRAINING CENTERS FACILITIES WHICH PROVIDES EDUCATIONAL, VOCATIONAL AND RECREATIONAL ACTIVITIES FOR THE RESIDENTS. MILESTONE PROVIDES DEVELOPMENTAL TRAINING RANGING FROM SELF-CARE AND SOCIAL SKILLS TO EDUCATIONAL AND VOCATIONAL SKILLS TO ADULTS WITH BOTH PHYSICAL AND DEVELOPMENTAL DISABILITIES. THE GOAL IS TO TEACH THE INDIVIDUAL THE SKILLS NECESSARY TO ACHIEVE COMMUNITY INCLUSION WHILE ENHANCING SELF-ESTEEM. VOLUNTEERING IN THE COMMUNITY IS AN IMPORTANT PART OF THE PROGRAM. MTC INDIVIDUALS HAVE HELPED EASTER SEALS, THE ROCKFORD PARK DISTRICT, THE SALVATION ARMY, THE VENETIAN CLUB AND MANY OTHER ORGANIZATIONS.
DENTAL PROGRAM- PROVIDES COMPREHENSIVE PREVENTATIVE AND GENERAL DENTISTRY INDIVIDUALLY DESIGNED FOR EACH ADULT AND CHILD WITH DEVELOPMENTAL DISABILITIES FROM 32 COUNTIES IN ILLINOIS. INDIVIDUALS OF ANY AGE WITH DEVELOPMENTAL DISABILITIES ARE ELIGIBLE FOR SERVICES. ONLY INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES WILL BE ELIGIBLE TO BECOME PATIENTS.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Shawn Way President And CEO | Officer | 40 | $192,983 |
Dr Michael Tadin Dentist | 40 | $157,673 | |
William Grahn Svp, Program Services | 40 | $146,091 | |
Linda Craig-Ellis Lpn | 40 | $129,978 | |
Lisa Munson CFO | Officer | 40 | $117,409 |
Ben Holmstrom Chairman | OfficerTrustee | 2 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Schnucks Food | 6/29/22 | $654,979 |
Gordon Food Service Food | 6/29/22 | $325,632 |
All Square Roofing Building Repair | 6/29/22 | $238,466 |
Mckesson Medical Supply Medical Supplies | 6/29/22 | $128,350 |
Medline Industries Medical Supplies | 6/29/22 | $125,762 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $30,387,412 |
| Investment income | $8,745 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $10,663 |
| Net Gain/Loss on Asset Sales | -$9,069 |
| Net Income from Fundraising Events | -$13,982 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $34,095,532 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $518,685 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $19,951,499 |
| Pension plan accruals and contributions | $335,955 |
| Other employee benefits | $2,415,870 |
| Payroll taxes | $1,512,409 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $23,709 |
| Fees for services: Accounting | $36,960 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $936,915 |
| Advertising and promotion | $0 |
| Office expenses | $432,897 |
| Information technology | $21,623 |
| Royalties | $0 |
| Occupancy | $1,597,168 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $3,895 |
| Interest | $76,581 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $857,722 |
| Insurance | $273,182 |
| All other expenses | $0 |
| Total functional expenses | $30,801,313 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,500 |
| Savings and temporary cash investments | $12,359,036 |
| Pledges and grants receivable | $1,380,196 |
| Accounts receivable, net | $61,283 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $468,565 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $272,947 |
| Investments—publicly traded securities | $1,274,513 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $283,678 |
| Total assets | $23,166,616 |
| Accounts payable and accrued expenses | $4,341,945 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $5,500,645 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $9,842,590 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total liabilities and net assets/fund balances | $13,324,026 |
Grants Recieved
Over the last fiscal year, we have identified 12 grants that Milestone Inc has recieved totaling $91,877.
| Awarding Organization | Amount |
|---|---|
Schwab Charitable Fund San Francisco, CA PURPOSE: HUMAN SERVICES | $17,000 |
Helen Brach Foundation Chicago, IL PURPOSE: TO HELP OFFSET COST OF DELIVERING DENTAL CARE TO PEOPLE NOT COVERED BY INSURANCE AND PROCEDURES NOT COVERED BY IL PUBLIC AID/MEDICAID | $15,000 |
Illinois Childrens Healthcare Foundation Oak Brook, IL PURPOSE: POST COVID-19 DENTAL CLINIC AIR PURIFICATION PROJECT PHASE 2 | $13,000 |
Kiwanis Charities Of Rockford Inc Rockford, IL PURPOSE: support for organization to help disabled young adults | $10,500 |
Delta Dental Of Illinois Foundation Naperville, IL PURPOSE: THE GRANT WILL COVER CHARGES FOR AN ORAL EXAM, CLEANING AND FLUORIDE TREATMENT NOT COVERED BY INSURANCE OR MEDICAID OR FOR PATIENTS WITH NO PAYMENT SOURCE. | $10,000 |
Community Foundation Of Northern Illinois Rockford, IL PURPOSE: FOR PURPOSES AS SPECIFIED IN A GRANT APPLICATION, FUND AGREEMENT OR GIFT INSTRUMENT | $10,000 |
Endowment Analysis
| Beg. Balance | $1,274,513 |
| Earnings | -$168,117 |
| Other Expense | $47,599 |
| Ending Balance | $1,058,797 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Misericordia Home Chicago, IL | $953,257,404 | $136,708,430 |
Easter Seals Midwest Saint Louis, MO | $59,591,564 | $87,505,864 |
Damar Services Inc Indianapolis, IN | $55,415,839 | $82,679,779 |
Arc Of The Ozarks Springfield, MO | $28,895,531 | $66,576,030 |
Clearbrook Arlington Heights, IL | $36,957,578 | $59,950,645 |
United Cerebral Palsy Seguin Of Greater Chicago Cicero, IL | $32,660,906 | $46,527,213 |
Envision Unlimited Chicago, IL | $25,420,820 | $44,628,110 |
Community Living Options Inc Galesburg, IL | $134,278,097 | $37,185,624 |
Association For Individual Development Aurora, IL | $21,039,653 | $39,395,517 |
The Whole Person Inc Kansas City, MO | $13,109,410 | $33,207,318 |
Milestone Inc Loves Park, IL | $23,166,616 | $34,095,532 |
The Arc Of Northeast Indiana Inc Fort Wayne, IN | $28,082,191 | $36,152,112 |