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.
Form
990
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.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Becky Passman Executive Di | Officer | 40 | $80,015 |
Mariela Trevino Fiscal Offic | Officer | 40 | $30,419 |
Julie Schilling Chairperson | OfficerTrustee | 0.5 | $0 |
Stephen Swisher Secretary/tr | OfficerTrustee | 0.5 | $0 |
Jim Howell Left June 2021 Director | Trustee | $0 | |
Peggy Fisher Joined Feb 2021 Director | Trustee | 0.5 | $0 |
Vendor Name (Service) | Service Year | Compensation |
---|---|---|
Us Foods Raw Food | 6/29/21 | $293,176 |
Sodexo Meals | 6/29/21 | $592,875 |
United Health Care Insurance | 6/29/21 | $205,826 |
Trinity Food Service Meals | 6/29/21 | $119,142 |
Corner Stop Meals | 6/29/21 | $177,540 |
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 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
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. | $158,159 |
Compensation of current officers, directors, key employees. | $158,159 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $2,056,276 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $487,599 |
Payroll taxes | $221,279 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $0 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $0 |
Advertising and promotion | $2,769 |
Office expenses | $30,896 |
Information technology | $0 |
Royalties | $0 |
Occupancy | $456,796 |
Travel | $56,085 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $50,485 |
Insurance | $0 |
All other expenses | $119,392 |
Total functional expenses | $5,708,560 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $151,741 |
Savings and temporary cash investments | $1,441,828 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $664,575 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $39,933 |
Prepaid expenses and deferred charges | $42,020 |
Net Land, buildings, and equipment | $212,147 |
Investments—publicly traded securities | $0 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $9,087 |
Total assets | $2,561,331 |
Accounts payable and accrued expenses | $472,814 |
Grants payable | $0 |
Deferred revenue | $813,741 |
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 | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $1,927 |
Total liabilities | $1,288,482 |
Net assets without donor restrictions | $1,272,849 |
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 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $2,561,331 |
Over the last fiscal year, we have identified 3 grants that Milestones Area Agency On Aging has recieved totaling $6,450.
Awarding Organization | Amount |
---|---|
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 |
Organization Name | Assets | Revenue |
---|---|---|
Wesley Community Services Inc Johnston, IA | $11,288,058 | $20,573,990 |
Seniorage Area Agency On Aging Springfield, MO | $4,839,400 | $16,732,131 |
Ilife Llc Milwaukee, WI | $22,539,383 | $15,072,061 |
Senior Services Plus Inc Alton, IL | $10,671,398 | $13,136,947 |
Boone County Senior Citizen Service Corporation Columbia, MO | $7,183,435 | $11,569,288 |
Villa Health Care Inc Sherman, IL | $10,885,574 | $10,322,903 |
Southeast Missouri Area Agency On Aging Cape Girardeau, MO | $2,784,530 | $10,668,134 |
Central Missouri Area Agency On Aging Columbia, MO | $2,065,141 | $9,894,401 |
Northeast Iowa Area Agency On Aging Inc Waterloo, IA | $3,520,816 | $9,481,257 |
Northwestern Illinois Area Agency On Aging Rockford, IL | $1,728,698 | $8,905,917 |
East Central Illinois Area Agency On Aging Inc Bloomington, IL | $4,166,085 | $8,843,240 |
Community Nutrition Network And Senior Services Association North Riverside, IL | $1,942,321 | $8,150,796 |