Milestones Area Agency On Aging

Organization Overview

Milestones Area Agency On Aging is located in Davenport, IA. The organization was established in 1989. According to its NTEE Classification (P81) the organization is classified as: Senior Centers, under the broad grouping of Human Services and related organizations. As of 06/2021, Milestones Area Agency On Aging employed 173 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Milestones Area Agency On Aging 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, Milestones Area Agency On Aging generated $6.0m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (4.4%) each year. All expenses for the organization totaled $5.7m during the year ending 06/2021. As we would expect to see with falling revenues, expenses have declined by (5.5%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2021

Describe the Organization's Mission:

Part 3 - Line 1

MILESTONES AREA AGENCY ON AGING PROVIDES AND COORDINATES HOME AND COMMUNITY BASED SERVICES TO ELDERLY INDIVIDUALS WITHIN A 17 COUNTY AREA IN SOUTHEAST IOWA.

Describe the Organization's Program Activity:

Part 3 - Line 4a

HOME DELIVERED (HDM) AND CONGREGATE MEALS ARE AMONG OUR CORE SERVICES. HDMS ARE DESIGNED FOR HOMEBOUND INDIVIDUALS, AND CONGREGATE MEALS ARE PROVIDED AT NEIGHBORHOOD MEAL SITES TO HELP REDUCE ISOLOATION AND FACILITATE SOCIALIZATION. NUTRITION EDUCATION IS REGULARLY PROVIDED AND NUTRITION COUNSELING IS OFFERED AS AN AVAILABLE SERVICE. ADDITIONAL HELPFUL INFORMATION IN THE FORM OF A MONTHLY NEWSLETTER, THE "MILESTONES MINUTE" IS ALSO DELIVERED. IN FY21, MILESTONES EXPANDED HOME DELIVERIES INTO PREVIOUSLY UNSERVICED REMOTE RURAL AREAS THROUGH A NEW CONTRACT WITH MOM'S MEALS AND THROUGH RESTAURANT PARTNERSHIPS. MILESTONES LAID THE GROUNDWORK FOR A NEW CONGREGATE MEALS PROGRAM CALLED "MILESTONES IOWA CAFE" WHICH INVOLVES PARTNERING WITH RESTAURANTS TO PROVIDE MEALS WHICH ARE TRACKED THROUGH A SWIPE CARD SYSTEM (PARTICIPANTS ARE ISSUED A CARD GOOD FOR X OF MEALS PER MONTH). THIS SERVICE LAUNCHED ON JULY 8. THROUGHOUT FY21, COVID-19 PROTOCOLS REMAINED IN PLACE. CONGREGATE SITES REMAINED CLOSED, ALL MEAL PARTICIPANTS WERE OFFERED THEIR MEALS ON A HOME DELIVERED BASIS. AGENCY OFFICES REMAINED CLOSED TO THE GENERAL PUBLIC. IN THE LATE WINTER/SPRING, MILESTONES ASSISTED THE IOWA DEPT. OF PUBLIC HEALTH IN CONVEYING VACCINATION INFORMATION TO THE 60+ PUBLIC AND ASSISTING WITH GETTING FOLKS CONNECTED WITH VACCINATION SCHEDULING ENTITIES. WITH THE ADVENT OF VACCINATIONS, STAFF WERE ABLE TO RETURN TO MAKING HOME VISITS ON A LIMITED BASIS, AND CLIENTS COULD COME INTO THE OFFICE TO MEET BY APPOINTMENT. MILESTONES EXPANDED VIRTUAL PROGRAMMING OPTIONS: ACQUIRED EQUIPMENT AND SOFTWARE NECESSARY AND STAFF GAINED TECHNICAL EXPERTISE AND REDSIGNED/ADAPTED CONTENT.


AGENCY OFFICES REMAINED CLOSED TO THE GENERAL PUBLIC. IN THE LATE WINTER/SPRING, MILESTONES ASSISTED THE IOWA DEPT. OF PUBLIC HEALTH IN CONVEYING VACCINATION INFORMATION TO THE 60+ PUBLIC AND ASSISTING WITH GETTING FOLKS CONNECTED WITH VACCINATION SCHEDULING ENTITIES. WITH THE ADVENT OF VACCINATIONS, STAFF WERE ABLE TO RETURN TO MAKING HOME VISITS ON A LIMITED BASIS, AND CLIENTS COULD COME INTO THE OFFICE TO MEET BY APPOINTMENT. MILESTONES EXPANDED VIRTUAL PROGRAMMING OPTIONS: ACQUIRED EQUIPMENT AND SOFTWARE NECESSARY AND STAFF GAINED TECHNICAL EXPERTISE AND REDSIGNED/ADAPTED CONTENT.


IOWA RETURN TO COMMUNITY (IRTC) IS A NEW PROGRAM THAT INVOLVES FACILITATING A SUCCESSFUL TRANSITION BACK TO HOME AND COMMUNITY AFTER A HOSPITAL OR CARE FACILITY STAY. IT INVOLVES WORKING WITH THE CLIENT TO SET UP NEEDED SUPPORTIVE SERVICES TO HELP THEM AS THEY RECUPERATE/ADJUST (SUCH AS MEALS, HOMEMAKER, PERSONAL CARE, HOME HEALTH ATTENDANT, CHORE) AND IS TARGETED TO REDUCING READMISSION RATES. IN THE EARLY SPRING OF FY21, MILESTONES SIGNED OUR FIRST PARTNER, A CARE FACILITY IN KEOSAUQUA, WHICH LAUNCHED OUR PARTICIPATION IN THIS NEW PROGRAM. ALSO, AS A RESULT OF CARES ACT, THE AGENCY WAS ABLE TO SUBSTANTIALLY INCREASE FUNDING TO CONTRACTORS FOR THE PROVISION OF ADDITIONAL SUPPORTIVE SERVICES NEEDED BY OLDER IOWANS DUE TO THE HARDSHIPS BROUGHT ABOUT BY THE PANDEMIC.


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Board, Officers & Key Employees

Name (title)Compensation
Becky Passman
Executive Di
$80,015
Mariela Trevino
Fiscal Offic
$30,419
Julie Schilling
Chairperson
$0
Stephen Swisher
Secretary/tr
$0
Jim Howell Left June 2021
Director
$0
Peggy Fisher Joined Feb 2021
Director
$0

Outside Vendors & Contractors

Vendor Name (Service)Compensation
Us Foods
Raw Food
$293,176
Sodexo
Meals
$592,875
United Health Care
Insurance
$205,826
Trinity Food Service
Meals
$119,142
Corner Stop
Meals
$177,540
View All Vendors

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$0
Related organizations$0
Government grants $4,784,425
All other contributions, gifts, grants, and similar amounts not included above$650,810
Noncash contributions included in lines 1a–1f $0
Total Revenue from Contributions, Gifts, Grants & Similar$5,435,235
Total Program Service Revenue$561,748
Investment income $118
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales $7,118
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $6,004,219

Grants Recieved

Over the last fiscal year, we have identified 3 grants that Milestones Area Agency On Aging has recieved totaling $6,450.

Awarding OrganizationAmount
Scott County Regional Authority

Bettendorf, IA

PURPOSE: Home delivered meals

$6,307
Weigle Family Foundation

Bettendorf, IA

PURPOSE: GENERAL

$100
Amazonsmile Foundation

Seattle, WA

PURPOSE: GENERAL SUPPORT

$43
View Grant Recipient Profile

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