Milestones Area Agency On Aging
- Assets
- $1.7m
- Revenue
- $6.1m
- Investments
- $0.0
- Employees
- 169
- Location
- Davenport, IA
- Founding
- 07/1989
- Data as of
- 06/2022
- EIN
- 42-1321239
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 06/2022, Milestones Area Agency On Aging employed 169 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 06/2022, Milestones Area Agency On Aging generated $6.1m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (3.6%) each year. All expenses for the organization totaled $6.6m during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (2.8%) per year over the past 7 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
2022
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. PARTICIPATED IN IOWA CAF, RESTAURANT PARTNERSHIP TO PROVIDE CONTRACTED MEALS TO SENIORS IN UNDERSERVED AREAS. NUTRITION EDUCATION IS ALSO PROVIDED, AS WELL AS ADDITIONAL HELPFUL INFORMATION IN THE FORM OF A MONTHLY NEWSLETTER (MILESTONES MINUTE) LAUNCHED IN JANUARY 2019. CAREGIVER SERVICES INCLUDE SUPPORT GROUPS, COUNSELING, AND RESPITE. ADDITIONAL PROVIDERS IDENTIFIED ALLOWING FOR EXPANSION OF SERVICE TO ADDITIONAL AREAS. ADDITIONAL PROVIDERS IDENTIFIED IN UNDERSERVED AREAS FOR HOMEMAKER, CHORE, AND PERSONAL CARE SERVICES ALSO, AND WITH THE ADDITIONAL HEALTH EMERGENCY FUNDING WE WERE ABLE TO SIGNIFICANTLY INCREASE CONSUMER RECEIPT OF THESE SERVICES. ADDITIONAL FUNDS WERE ALSO ALLOCATED TO TRANSPORTATION, TO FUND NON-EMERGENCY MEDICAL TRIPS TO DES MOINES FOR SENIORS IN A TEN-COUNTY AREA. LAUNCHED A NEW FALLS PREVENTION/HOME MODIFICATION PROGRAM CALLED HARP (HOME HAZARD REMOVAL PROGRAM) USING AMERICAN RESCUE PLAN DOLLARS.
MILESTONES OFFICES REOPENED TO THE GENERAL PUBLIC AND HOME VISITS RESUMED. CASE MANAGEMENT, OPTIONS COUNSELING, FAMILY CAREGIVER, ELDER ABUSE PREVENTION, EVIDENCE-BASED FALLS PREVENTION CLASSES, AND IOWA RETURN TO COMMUNITY SERVICES WENT BACK TO IN-PERSON DELIVERY WHILE MAINTAINING THE VIRTUAL DELIVERY OPTION FOR THOSE FOR WHOM THIS WORKS.
INFORMATION & ASSISTANCE REFERS TO THE LIFELONG LINKS STATEWIDE TOLL FREE LINE THAT PROVIDES INFORMATION AND SERVICE REFERRALS TO CALLERS IN EACH AAA'S SERVICE AREA. IN FY22, THE MILESTONES I & A PROGRAM REMAINED A LIFELINE FOR SENIORS IN NEED OF INFORMATION AND REFERRALS FOR SERVICES. THE CONTINUED BUSYNESS OF THIS SERVICE DEMONSTRATES THE IMPORTANCE OF THIS SERVICE, THE CONTINUED HIGH LEVEL OF NEED EXPERIENCED BY CONSUMERS, AND THE AGENCYS REPUTATION AS A TRUSTED RESOURCE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Becky Passman Executive Di | Officer | 40 | $75,284 |
Mariela Trevino Fiscal Offic | Officer | 40 | $57,321 |
Terry Wilson Joined August 2021 Vice-Chair | OfficerTrustee | 0.5 | $0 |
Peggy Fisher Director | Trustee | 0.5 | $0 |
Richard M Roller Director | Trustee | 0.5 | $0 |
Julie Schilling Chairperson | OfficerTrustee | 0.5 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Sodexo Meals | 6/29/22 | $592,598 |
Us Foods Raw Food | 6/29/22 | $388,968 |
Wellmark Bc Bs Of Iowa Insurance | 6/29/22 | $305,084 |
Moms Meals Purfoods Llc Meals | 6/29/22 | $292,702 |
Trinity Food Service Meals | 6/29/22 | $201,958 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $4,946,599 |
| All other contributions, gifts, grants, and similar amounts not included above | $741,242 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $5,687,841 |
| Total Program Service Revenue | $390,907 |
| Investment income | $972 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $6,079,720 |
| 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. | $149,074 |
| Compensation of current officers, directors, key employees. | $149,074 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $2,386,132 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $398,219 |
| Payroll taxes | $220,812 |
| 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 | $27,592 |
| Office expenses | $41,378 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $330,354 |
| Travel | $103,782 |
| 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 | $56,560 |
| Insurance | $0 |
| All other expenses | $299,518 |
| Total functional expenses | $6,564,103 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $87,332 |
| Savings and temporary cash investments | $791,719 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $532,381 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $40,481 |
| Prepaid expenses and deferred charges | $42,331 |
| Net Land, buildings, and equipment | $155,587 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $8,609 |
| Total assets | $1,658,440 |
| Accounts payable and accrued expenses | $548,393 |
| Grants payable | $0 |
| Deferred revenue | $319,654 |
| 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 | $869,974 |
| Net assets without donor restrictions | $788,466 |
| 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 | $1,658,440 |