2024-08-01T11:30:31-05:00 2023-12-31 720136870 BOURGEOIS BENNETT LLC 111 VETERANS BLVD SUITE 1700 METAIRIE LA 70005 990 2023-01-01 720261790 ALEXANDER MILNE DEVELOPMENTAL SERVICES ALEX 9853276550 1065 MILNE CIRCLE COVINGTON LA 70435 JODIE ROBINSON CFO 9853276550 2024-07-29 1 1 PAUL PECHON P01073556 5048314949 2023 2024-08-08 14:25:15Z JODIE ROBINSON 1065 MILNE CIRCLE COVINGTON LA 70435 9832560 0 X WWW.MILNEDS.ORG X 1905 LA ALEXANDER MILNE DEVELOPMENTAL SERVICES IS AN INTERMEDIATE CARE FACILITY FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES (ICF/IID). 14 14 161 0 0 0 227460 537047 3619724 3614965 3894488 2680113 41 0 7741713 6832125 0 0 0 0 4083807 3870690 0 0 0 1801872 2008711 5885679 5879401 1856034 952724 64195387 67186483 546715 522637 63648672 66663846 X WE ARE COMMITTED TO PROVIDING THE HIGHEST QUALITY CARE SERVICES AND LIFE EXPERIENCES TO OUR CLIENTS, ALLOWING THEM TO ATTAIN THE OPTIMAL LEVEL OF INDEPENDENCE, SELF-DETERMINATION, AND SELF-FULFILLMENT. THE STAFF OF MILNE TREATS EACH PERSON WITH DIGNITY COMPASSION AND RESPECT, ALLOWING EACH PERSON TO PARTICIPATE FULLY IN THE DEVELOPMENT AND DELIVERY OF THESE SERVICES. WE ARE COMMITTED TO BEING GOOD STEWARDS WITH OUR RESOURCES, ENSURING WE PROVIDE EXCEPTIONAL VALUE TO OUR CORPORATION, DONORS, AND FRIENDS. 0 0 4352676 3614965 PROVIDED FIFTY-ONE (51) DEVELOPMENTALLY CHALLENGED RESIDENTS WITH THE ESSENTIAL BASICS OF LIFE, SUCH AS HOUSING AND CLOTHING, AND ALSO PROVIDED AN ATMOSPHERE IN WHICH THE RESIDENTS CAN GET AN EDUCATION AND PARTICIPATE IN SOCIAL ACTIVITIES. 443610 0 PROVIDE BREAKFAST, LUNCH, AND DINNER FOR FIFTY-ONE (51) RESIDENTS, 365 DAYS PER YEAR. THE MEALS THAT ARE PROVIDED ARE PREPARED ON-SITE, AND INDIVIDUALLY MEET THE DIETARY PLAN OF EACH RESIDENT. 68356 0 GENERAL HEALTH, MEDICAL AND DENTAL CARE IS PROVIDED TO THE RESIDENTS OF THE ORGANIZATION. THE ORGANIZATION MEETS THE NEEDS OF EACH RESIDENT BY SUPPLYING THEIR PERSONAL REQUIREMENT OF MEDICINE AND MEDICAL TREATMENT. 4864642 1 1 0 1 0 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 161 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JODIE ROBINSON 9853276550 1065 MILNE CIRCLE COVINGTON LA 70435 LUCY MCCANN PRESIDENT 10.00 X X 0 0 0 JULIA PEARCE 1ST VICE PRESIDENT 1.00 X X 0 0 0 GAY CUNNINGHAM 2ND VICE PRESIDENT 1.00 X X 0 0 0 CONNIE THOMPSON-FLY SECRETARY 1.00 X X 0 0 0 CREEVY CLAY TREASURER 5.00 X X 0 0 0 JOHANNA AVERILL DIRECTOR 1.00 X 0 0 0 LINDA BARTLETT DIRECTOR 1.00 X 0 0 0 CHRISTINE BORRELLO DIRECTOR 1.00 X 0 0 0 MEG CHARBONNET DIRECTOR 1.00 X 0 0 0 LINDA FERINGA DIRECTOR 1.00 X 0 0 0 ANN LOWRY DIRECTOR 1.00 X 0 0 0 SUSAN IVES DIRECTOR 1.00 X 0 0 0 DIANA RUSSO DIRECTOR 1.00 X 0 0 0 CONLEE WHITELEY DIRECTOR 1.00 X 0 0 0 JODIE ROBINSON EXECUTIVE DIRECTOR 40.00 X 138774 0 13631 VICKI BARNETT DIRECTOR OF NURSING 40.00 X 107772 0 30 BRIDGETTE MILLER ASSISTANT EXECUTIVE DIRECTOR 40.00 X 111009 0 10082 357555 0 23743 3 0 1 0 0 10901 526146 537047 PATIENT SERVICE INCOME 623000 3614965 3614965 3614965 1089111 1089111 4591437 3000435 1591002 1591002 1591002 6832125 3614965 0 2680113 138774 116570 22204 3215085 2691003 524082 250023 196475 53548 266808 226004 40804 33836 30791 3045 51400 46774 4626 168798 168798 11158 11158 3767 3767 4322 3934 388 205878 187348 18530 124 124 14167 14167 382712 348268 34444 182569 166138 16431 CONTRACTUAL SERVICES 328248 322032 6216 LICENSES & PERMITS 278920 253818 25102 REPAIRS AND MAINTENANCE 136712 124408 12304 MEDICAL EXPENSES 119343 97728 21615 86757 35293 51464 5879401 4864642 1014759 0 1546525 818172 155958 121890 270104 294148 82674 43119 16182754 3733320 12799009 12449434 48288782 52119385 1052335 1340335 64195387 67186483 390757 400747 155958 121890 546715 522637 X 63636261 66652440 12411 11406 63648672 66663846 64195387 67186483 952724 2062450 0 X X 0 1 X 1 0 X 168202 133180 777987 227460 537047 1843876 3302301 3052885 3300728 3619724 3614965 16890603 3470503 3186065 4078715 3847184 4152012 18734479 80 70 17674 17824 614549 531236 57025 280549 390271 1873630 614549 531236 57105 280619 407945 1891454 16843025 1037386 1122972 1423738 1206095 1089111 5879302 1037386 1122972 1423738 1206095 1089111 5879302 5220 4750 53639 41 63650 4513109 4313787 5556092 5053320 5241123 24677431 0.68250 0.66270 0.23820 0.24660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 3300 3300 0 PART II-B, LINE 1: ALEXANDER MILNE DEVELOPMENTAL SERVICES PARTICIPATED IN LOBBYING ACTIVITIES AT THE STATE LEVEL, WITHIN THE LIMITS SET BY IRS REGULATIONS, ON ISSUES IN ORDER TO GET APPROVAL FOR A LICENSURE TO PARTICIPATE IN THE MEDICAID PROGRAM AS AN INTERMEDIATE CARE FACILITY FOR THE MENTALLY RETARDED (ICF/MR) AS WELL AS TO ARGUE IN THE STATE OF LOUISIANA FOR MEDICAID REIMBURSEMENT. 0 1 X 1066527 1066527 14341662 3016152 11325510 129608 106510 23098 644957 610658 34299 12449434 X 8732034 2062450 6257 2068707 6663327 168798 168798 6832125 5716860 6257 6257 5710603 168798 168798 5879401 PART IV, LINE 2B: THE ORGANIZATION HOLDS FUNDS IN TRUST ON BEHALF OF THE RESIDENTS. AMOUNTS RECEIVED INTO THE TRUST ARE EITHER APPLIED AS TUITION OR RETAINED FOR THE BENEFIT OF THE INDIVIDUAL RESIDENTS. THE PORTION ATTRIBUTABLE TO THE RESIDENTS IS REFLECTED AS A LIABILITY, TRUSTS HELD FOR OTHERS, IN THE STATEMENT OF FINANCIAL POSITION. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND QUALIFIES AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A) OF THE CODE. ACCOUNTING STANDARDS PROVIDE DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURES OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. IT REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. TAX YEARS ENDED DECEMBER 31, 2020 AND LATER REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES. AS OF DECEMBER 31, 2023, MANAGEMENT OF THE ORGANIZATION BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 0 0 0 0 0 0 0 0 0 JODIE ROBINSON EXECUTIVE DIRECTOR 138774 0 0 0 0 0 0 0 13631 0 152405 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE ORGANIZATION'S FORM 990 WILL BE PRESENTED AT A MONTHLY BOARD OF DIRECTORS MEETING. DURING THIS MEETING THE TAX RETURN WILL BE REVIEWED AND DISCUSSED FOR ACCURACY AND COMPLETENESS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A ZERO-TOLERANCE POLICY REGARDING CONFLICT OF INTEREST PERTAINING TO IT'S BOARD MEMBERS. CONFLICTS OF INTEREST ARE CONSIDERED BEFORE EACH VOTE BY THE BOARD OF DIRECTORS. THE ORGANIZATION REVIEWS ALL CONTRACTS FOR POSSIBLE CONFLICTS AND RELATIVES OF BOARD MEMBERS ARE NOT ELIGIBLE FOR EMPLOYMENT WITH THE ORGANIZATION. ADDITIONALLY, BOARD MEMBERS ARE REQUIRED TO REPORT ANY CONFLICTS AS THEY OCCUR. FORM 990, PART VI, SECTION B, LINE 15 A COMMITTEE MEETS ANNUALLY TO REVIEW CURRENT SALARIES OF OFFICERS AND THE EXECUTIVE DIRECTOR REVIEWS CURRENT SALARIES OF THE EMPLOYEES OF MILNE AND EVALUATES JOB PERFORMANCE. THE COMMITTEE MAKES RECOMMENDATIONS FOR RAISES IN COMPENSATION BASED ON THOSE CRITERIA, WHILE ALSO TAKING INTO CONSIDERATION THE ORGANIZATION'S FINANCIAL SITUATION. DURING THIS ANNUAL MEETING THE COMMITTEE ALSO CONSIDERS RETENTION BONUSES. THE ORGANIZATION RELIES ON COMPARABLE DATA TO DETERMINE THE AMOUNT OF COMPENSATION, AND DOCUMENTATION IS MAINTAINED REGARDING THE DETERMINATION OF THESE AMOUNTS. THOSE RESPONSIBLE FOR DETERMINING COMPENSATION ARE INDEPENDENT OF THOSE BEING COMPENSATED. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THESE DOCUMENTS ARE ALSO AVAILABLE FOR PUBLIC VIEWING AT THE HOME. PART XII, LINE 2C THE ORGANIZATION'S COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR HAS NOT CHANGED FROM THE PRIOR YEAR.