Milestones Charter School
- Assets
- $4.7m
- Revenue
- $3.5m
- Investments
- $0.0
- Employees
- 44
- Location
- Phoenix, AZ
- Founding
- 03/2000
- Data as of
- 06/2021
- EIN
- 86-0958466
Organization Overview
Milestones Charter School is located in Phoenix, AZ. The organization was established in 2000. According to its NTEE Classification (B24) the organization is classified as: Primary & Elementary Schools, under the broad grouping of Education and related organizations. As of 06/2021, Milestones Charter School employed 44 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Milestones Charter School 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 Charter School generated $3.5m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 5.1% each year. All expenses for the organization totaled $3.0m during the year ending 06/2021. While expenses have increased by 2.6% per year over the past 6 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
EDUCATIONAL TO PROVIDE AN EDUCATIONAL EXPERIENCE OF THE HIGHEST QUALITY WHILE OFFERING A SAFE AND UNIQUE ENVIRONMENT. THE SCHOOL'S EDUCATIONAL PROGRAM FEATURES SMALL CLASSES TAUGHT BY
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE ORGANIZATION SERVICED APPROXIMATELY 200 STUDENTS RANGING IN AGE BIRTH THROUGH EIGHTH GRADE. THE ORGANIZATION'S MISSION IS TO PROVIDE AN EDUCATIONAL EXPERIENCE OF THE HIGHEST QUALITY WHILE OFFERING A SAFE AND UNIQUE ENVIRONMENT.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Tara Cabardo Ceo/sec/treas | OfficerTrustee | 40 | $72,669 |
Donna Steadman President | OfficerTrustee | 40 | $59,459 |
John Bauer Board Member | Trustee | 1 | $0 |
Frank Yanez Board Member | Trustee | 1 | $0 |
Kelsie E Sanborn Board Members | Trustee | 1 | $0 |
Loren Wise Board Member | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $95 |
| Related organizations | $0 |
| Government grants | $3,184,060 |
| All other contributions, gifts, grants, and similar amounts not included above | $11,804 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $3,195,959 |
| Total Program Service Revenue | $310,781 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $14,400 |
| 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 | $3,521,140 |
| 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. | $135,000 |
| Compensation of current officers, directors, key employees. | $45,000 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $688,385 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $109,306 |
| Payroll taxes | $63,424 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $35,585 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $166,069 |
| Advertising and promotion | $0 |
| Office expenses | $125,095 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $113,362 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $475,094 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $247,324 |
| Insurance | $52,816 |
| All other expenses | $0 |
| Total functional expenses | $3,040,325 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,021,570 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $144,081 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $3,530,721 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $4,696,372 |
| Accounts payable and accrued expenses | $158,982 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $5,839,584 |
| 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 | $59,385 |
| Total liabilities | $6,057,951 |
| Net assets without donor restrictions | -$1,361,579 |
| 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 | $4,696,372 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Milestones Charter School has recieved totaling $1,116.
| Awarding Organization | Amount |
|---|---|
Bank Of America Charitable Foundation Inc Charlotte, NC PURPOSE: OPERATIONAL SUPPORT | $1,000 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $116 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Childrens Day School Inc San Francisco, CA | $48,363,638 | $20,220,768 |
Great Valley Academy Modesto, CA | $24,077,962 | $19,349,620 |
San Francisco Day School San Francisco, CA | $90,241,572 | $23,860,788 |
American Heritage Schools Inc American Fork, UT | $76,345,416 | $17,728,637 |
Dr Miriam And Sheldon G Adelson Educational Institute Las Vegas, NV | $45,249,882 | $16,559,222 |
Synapse School Menlo Park, CA | $20,691,097 | $17,078,899 |
Mark Day School San Rafael, CA | $46,409,583 | $18,444,024 |
Hillbrook School Los Gatos, CA | $32,644,985 | $20,493,868 |
Heights Christian Schools La Habra Heights, CA | $13,507,090 | $16,795,259 |
Griffin Technology Academies Vallejo, CA | $23,322,546 | $19,613,805 |
Vail Mountain School Vail, CO | $56,713,678 | $17,984,280 |
Valley Christian School System Cerritos, CA | $15,496,227 | $17,847,318 |