2024-01-22T14:16:00-08:00 2023-06-30 474546668 SHOGREN & ASSOCIATES 1860 CHICAGO AVE STE G19 RIVERSIDE CA 92507 990 2022-07-01 680058562 Milestones of Development MILE 7076440496 1 Florida Street Vallejo CA 94590 Terri Rowland Executive Director 2024-01-22 true Terri Rowland 999009999 true Dennis Shogren P01874632 9514621409 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z 1 Florida Street Vallejo CA 94590 5744425 false X N/A X 1986 CA Residential care facility for profoundly intellectually impaired children and adults. 8 8 0 0 36028 57007 5352964 5684825 214 2593 0 5389206 5744425 0 0 3739678 4261032 0 0 1902387 2180691 5642065 6441723 -252859 -697298 3255674 2697925 253293 392842 3002381 2305083 Residential care facility for profoundly intellectually impaired children and adults. false false 3426657 3423278 Residential Care Facility for profoundly intellectually impaired children and adults. Homes are provided at four locations housing up to a total of 24 residents. 1229393 1817328 Milestones of Development Day Program provides activities and social development to approximately 150 developmentally disabled individuals. 395619 389175 Milestones of Development Transportation program provides transportation to and from the day program and elsewhere for approximately 150 developmentally disabled individuals. 5051669 true true false false false false false false true false true false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 false 0 false false false false false false false 0 false false false false false false false X 8 8 false false false false false false false true true false false true true true true true false true true false X X Milestones of Development 7076440496 1 Florida Street Vallejo CA 94590 Michelle Condit Executive Dir. 40.00 0.00 X 77305 0 0 Teresa Wilson Chairman 0.00 0.00 X 0 0 0 Nancy Foo Director 0.00 0.00 X 0 0 0 Christine Fitzgerald Vice President 0.00 0.00 X 0 0 0 Valinda Gillis Treasurer 0.00 0.00 X 0 0 0 Carolyn Appenzellar Secretary 0.00 0.00 X 0 0 0 Nelly Tsvetkova Director 0.00 0.00 X 0 0 0 Steve Arnold Director 0.00 0.00 X 0 0 0 77305 0 false false false 0 57007 57007 Day Program 1817328 1817328 Medi-Cal Facilities 3423278 3423278 Other 55044 55044 Transportation Program 389175 389175 5684825 2593 2593 0 0 0 0 0 0 0 0 5744425 5687418 0 0 0 0 313564 313564 0 3150577 2624729 525848 76188 76188 456436 406041 50395 264267 200076 64191 0 298 298 35623 35623 0 0 0 41786 41786 29928 29928 59403 59403 0 0 444819 378096 66723 129161 129161 0 0 0 0 46341 20866 25475 81881 48150 33731 SPA Fees 850761 850761 Quality Assurance Fee 163281 163281 Dietary 74169 74169 Personal Care & Laundry 65910 65910 157330 48643 108687 6441723 5051669 1390054 0 724824 189271 1490584 652862 0 371383 484131 0 0 0 0 127453 126571 3315350 2820261 541430 495089 0 0 0 0 750001 3255674 2697925 253293 392842 253293 392842 X 3002381 2305083 3002381 2305083 3255674 2697925 -697298 X false false false X 5629178 6398825 5793414 5388992 5741832 28952241 0 0 5629178 6398825 5793414 5388992 5741832 28952241 0 28952241 381 505 254 214 2593 3947 0 0 28956188 0.99990 0.99990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true false 303432 303432 910297 893099 17198 631600 457141 174459 1351989 1351989 118032 118032 495089 Rounding 1 750001 Part IV, Line 1b: Why is organization an agent, trustee, custodian or other intermediary for contrib Scd D, Part IV: Funds held in trust for clients are maintained separately from the providers funds and are not co-mingled. Form 990, Part VI, Section B, Line 11b The Board of Directors review the Form 990 for revenue variances; compares donations to prior years and review major revenue and expense variances in conjunction with the annual budget development. Form 990, Part VI, Section B, Line 12c GeneralMilestones of Development requires directors, officers and employees to observe high standards of business and personal ethics in the conduct of their duties and responsibilities. As employees and representatives of Milestones of Development, we must practice honesty and integrity in fulfilling our responsibilities and comply with all applicable laws and regulations.Reporting ResponsibilityIt is the responsibility of all directors, officers and employees to report ethics violations or suspected violations in accordance with this Whistle-blower Policy.No RetaliationNo director, officer or employee who in good faith reports an ethics violation shall suffer harassment, retaliation or adverse employment consequence. An employee who retaliates against someone who has reported a violation in good faith is subject to discipline up to and including termination of employment. This Whistle-blower Policy is intended to encourage and enable employees and others to raise serious concerns within Milestones of Development prior to seeking resolution outside of Milestones of Development.Reporting ViolationsMilestones of Development has an open door policy and suggests that employees share their questions, concerns, suggestions or complaints with someone who can address them properly. In most cases, an employee's supervisor is in the best position to address an area of concern. However, if you are not comfortable speaking with your supervisor or you are not satisfied with your supervisor's response, you are encouraged to speak with someone in the Human Resources Department or anyone in management whom you are comfortable approaching. Supervisors and managers are required to report suspected ethics violations to the Milestones of Development's Compliance Officer, who has specific and exclusive responsibility to investigate all reported violations. For suspected fraud, or when someone is not satisfied or uncomfortable with following Milestones of Development's open door policy, individual should contact Milestones of Development's compliance Officer directly.Compliance OfficerThe Milestones of Development's Compliance Officer is responsible for investigating and resolving all reported complaints and allegations concerning violations and, at his/her discretion, shall advise the Executive Director and/or the audit committee. The Compliance Officer has direct access to the Board of Directors and is required to report to Board on compliance activity as frequently as deemed appropriate by the board.Accounting and Auditing MattersThe Board of Directors shall address all reported concerns of complaints regarding corporate accounting practices, internal controls or auditing. The Compliance Officer shall immediately notify the Board of any such complaint and work with the Board until the matter is resolved.Acting in Good FaithAnyone filing a complaint concerning a violation or suspected violation must be acting in good faith and have reasonable grounds for believing the information disclosed indicates a violation. Any allegations proven to have been made in bad faith or which have been made maliciously or knowingly to be false will be viewed as a serious disciplinary offense.ConfidentialityViolations or suspected violations may be submitted confidentially by the complainant or may be submitted anonymously. Reports of violations or suspected violations will be kept confidential to the extent possible, consistent with the need to conduct an adequate investigation.Handling of Reported ViolationsThe Compliance Officer will notify the sender and acknowledge receipt of the reported violation or suspected violation within five business days. All reports will be promptly investigated and appropriate corrective action will be taken if warranted by the investigation. Form 990, Part VI, Section B, Line 15a This policy on the process of determining compensation of Milestones of Development applies to the compensation of the following persons employed by this organization: Chief Employed Executives (Administrators), who have ultimate responsibility for implementing the decisions of the organization's governing body and for supervision of the management, administration and/pr operation of this organization.(1) Review and Approval: The compensation of the above is reviewed and approved by the non-compensated members of the Board of Directors. Board members who actively participate in the day-to-day administration of the organization are no involved in this process to avoid conflict of interest.(2) Used of Data For The Purpose of Determining Comparable Compensation: To determine the appropriate compensation, the Board may compare compensation for similarly qualified persons performing comparable functions at similar or functionally related organizations.(3) Documentation & Record keeping: The Board minutes will reflect compensation decisions regarding any compensation arrangements. Any such documentation will be confidential and will be maintained by the current President of this Board of Directors. Form 990, Part VI, Section B, Line 15b Same as for CEO, executive director or top management official. Form 990, Part VI, Section C, Line 18 Documents are available to the public by making a written request for specific documents to:1 Florida StreetVallejo, CA 94590 Form 990, Part VI, Section C, Line 19 No documents available to the public.