Nonprofit · EIN 42-1321239
MILESTONES AREA AGENCY ON AGING
Tax-exempt · DAVENPORT, IA 52807
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,852,565 | $5,470,993 | $381,572 | $1,223,544 | $1,389,510 | -$165,966 |
| June 30, 2024 | 990 | $5,259,955 | $6,480,605 | -$1,220,650 | $560,635 | $1,108,174 | -$547,539 |
| June 30, 2023 | 990 | $7,183,935 | $7,292,405 | -$108,470 | $1,230,462 | $550,466 | $679,996 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,163,108
- of which government grants
- $4,175,360
- Program service revenue
- $661,325
- Investment income
- -$6,526
- Net gain from sales of assets
- -$6,564
- Other revenue
- $34,658
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $178,421
- Other salaries and wages
- $1,907,334
- Salaries, compensation and benefits (total)
- $2,757,561
- Professional fundraising fees
- $0
- Legal fees
- $1,964
- Accounting fees
- $46,000
- Occupancy
- $183,209
- Travel
- $64,698
- Depreciation
- $15,154
- Program services (functional)
- $5,077,760
- Management and general (functional)
- $393,233
Balance sheet and other
- Total assets, start of year
- $560,635
- Total assets, end of year
- $1,223,544
- Total liabilities, end of year
- $1,389,510
- Net assets, end of year
- -$165,966
- Land, buildings and equipment
- $2,299
- Net assets without donor restrictions
- -$191,691
- Net assets with donor restrictions
- $25,725
- Gross receipts
- $5,892,042
- Employees
- 141
- Volunteers
- 232
- Year formed
- 1988
- State of legal domicile
- IA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BECKY PASSMAN | EXECUTIVE DIRECTOR (END 1/26) Officer | 40 | $78,563 | $20,176 |
| STEPHANIE NEWTON | FISCAL OFFICER Officer | 40 | $62,774 | $16,739 |
| TERRY WILSON | BOARD CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| PEGGY FISCHER | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| STEPHEN SWISHER | SECRETARY/TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| JULIE SCHILLING | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| SHARI WILSON | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| SUSAN LEUTHAUSER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| CAROL EARNHARDT | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BECKY PASSMAN | EXECUTIVE DIRECTOR Officer | 40 | $83,065 | $20,756 |
| STEPHANIE NEWTON | FISCAL OFFICER Officer | 40 | $22,578 | $4,021 |
| TERRY WILSON | BOARD CHAIR Trustee or director, Officer | 1.5 | $0 | $0 |
| PEGGY FISCHER | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| STEPHEN SWISHER | SECRETARY/TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| JULIE SCHILLING | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| SHERI WILSON | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| SUSAN LEUTHAUSER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| CAROL EARNHARDT | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BECKY PASSMAN | EXECUTIVE DI Officer | 40 | $77,550 | $20,757 |
| MARIELA TREVINO LEFT AUG 2023 | FISCAL OFFIC Officer | 40 | $43,310 | $2,635 |
| STEPHANIE NEWTON | FISCAL OFFIC Officer | 40 | $21,108 | $4,020 |
| TERRY WILSON | CHAIRPERSON Trustee or director, Officer | 0.5 | $0 | $0 |
| PEGGY FISHER | VICE CHAIRPE Trustee or director, Officer | 0.5 | $0 | $0 |
| STEPHEN SWISHER | SECRETARY/TR Trustee or director, Officer | 0.5 | $0 | $0 |
| JULIE SCHILLING | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| SHERI M WILSON | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| SUSAN LEUTHAUSER JOINED JUNE 2023 | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| CAROL EARNHARDT JOINED JUNE 2023 | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| RICHARD M ROLLER LEFT FEB 2023 | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| BILL THOM LEFT JUNE 2023 | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 935 E 53RD ST, DAVENPORT, IA 52807-2633
- In care of
- % LINDA WIDMAR
- Principal officer (990 for 2024)
- LINDA MILLER, 4440 N BRADY STREET, DAVENPORT, IA 52806
- Signed the 990
- LINDA MILLER, BOARD CHAIR
- Phone
- (563) 324-9085
- Website
- WWW.MILESTONESAAA.ORG
- Return prepared by
- CREATIVE PLANNING TAX LLC
Mission
MILESTONES IS DEDICATED TO BEING THE PREMIER ORGANIZATION FOR ASSISTING OLDER IOWANS, ADULTS WITH DISABILITIES AND THEIR FAMILY CAREGIVERS TO IDENTIFY AND ACCESS THE SERVICES AND RESOURCES NEEDED TO REMAIN INDEPENDENT AND SELF-SUFFICIENT.
Program accomplishments
- HOME-DELIVERED AND CONGREGATE MEALS ARE AMONG THE AGENCY'S CORE SERVICES. THE HOME-DELIVERED NUTRITION PROGRAM IS DESIGNED FOR HOMEBOUND INDIVIDUALS AND PROVIDES A FRIENDLY CHECK-IN BY MEAL DELIVERY DRIVERS. CONGREGATE MEALS ARE PROVIDED AT NEIGHBORHOOD MEAL SITES TO OFFER A HOT MEAL MEETING NUTRITIONAL GUIDELINES AND FACILITATE SOCIALIZATION TO REDUCE ISOLATION. NUTRITION EDUCATION, HEALTH PROMOTION ACTIVITY, EDUCATIONAL PRESENTATIONS, VARIOUS HEALTH SCREENINGS, AND SOCIAL ACTIVITIES ARE ALSO ROUTINELY PROVIDED. OLDER AMERICANS ACT NUTRITION PROGRAMS ARE AVAILABLE TO PERSONS AGE 60+ AND THEIR SPOUSES OF ANY AGE. EVIDENCE-BASED HEALTH PROMOTION PROGRAMS OFFER CLASSES, INFORMATION, AND RESOURCES TARGETED TO PREVENT DEBILITATING FALLS AND INCREASING WELL-BEING AMONG OLDER CONSUMERS SO THEY CAN LIVE SAFELY AND INDEPENDENTLY AT HOME. THE MILESTONES NUTRITION PROGRAM SERVED 17,791 CONSUMERS A TOTAL OF 261,824 MEALS IN SFY 2025.Expenses $3,396,224 · revenue $695,983
- AGENCY SERVICES TO PROMOTE INDEPENDENCE AND ASSISTANCE FOR THE GENERAL AGING POPULATION ARE CENTERED ON CORE AGING AND DISABILITIES RESOURCES, SUCH AS INFORMATION & ASSISTANCE VIA TOLL-FREE LINE, PERSON-CENTERED SHORT-TERM OPTIONS COUNSELING, AND CASE MANAGEMENT FOR LONGER-TERM ASSISTANCE DELIVERED BY TRAINED CARE MANAGERS. INFORMATION & SERVICE ASSISTANCE PROGRAMS ALSO INCLUDE CAREGIVER SERVICES AND SUPPORT; ELDER ABUSE PREVENTION AND AWARENESS, WHICH INCLUDES COMMUNITY EDUCATION TO PREVENT, INTERVENE, DETECT, AND REPORT ELDER ABUSE, NEGLECT, AND FINANCIAL EXPLOITATION; AND CONTRACTED HOME AND COMMUNITY-BASED SERVICES TO SUPPORT SAFETY AND DIGNITY FOR AGING IN PLACE, SUCH AS HOMEMAKER, TRANSPORTATION, PERSONAL CARE, AND EMERGENCY RESPONSE SYSTEMS. IN SFY 25, 4,176 CONSUMERS RECEIVED 27,958 UNITS OF SERVICE THROUGH MILESTONES SERVICE ASSISTANCE PROGRAMS.Expenses $1,590,354
- MILESTONES AAA IS A MULTI-SERVICE AGENCY. THE FIRST POINT OF ACCESS TO ASSISTANCE IS TYPICALLY A CALL TO THE TOLL-FREE NUMBER STAFFED BY TRAINED SPECIALISTS. INFORMATION & ASSISTANCE IS NAVIGATION THAT CONNECTS PEOPLE TO RESOURCES, REFERRALS, AND CRITICAL LINKAGE TO MEET THE NEEDS OF OLDER ADULTS AND THEIR CAREGIVERS. IN SFY 2025, MILESTONES'S INFORMATION & ASSISTANCE RESOURCE NAVIGATORS RESPONDED TO 3,506 CALLS FROM 4,346 CONSUMERS.Expenses $91,182
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 42-1321239
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1989
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81Z)
- Assets (IRS master file)
- $1,223,544
- Income (IRS master file)
- $5,892,042
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,852,565 | $5,470,993 | $1,223,544 | IRS |
| 990 | June 2024 | $5,259,955 | $6,480,605 | $560,635 | IRS |
| 990 | June 2023 | $7,183,935 | $7,292,405 | $1,230,462 | XML |
| 990 | June 2022 | $6,079,720 | $6,564,103 | $1,658,440 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 42-1321239).
Questions about MILESTONES AREA AGENCY ON AGING
- What is the EIN of MILESTONES AREA AGENCY ON AGING?
- The employer identification number (EIN) of MILESTONES AREA AGENCY ON AGING is 42-1321239.
- Is MILESTONES AREA AGENCY ON AGING tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to MILESTONES AREA AGENCY ON AGING tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MILESTONES AREA AGENCY ON AGING file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MILESTONES AREA AGENCY ON AGING due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MILESTONES AREA AGENCY ON AGING last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MILESTONES AREA AGENCY ON AGING?
- The 990 for the year ended June 30, 2025 names LINDA MILLER.
- Who are the officers and directors of MILESTONES AREA AGENCY ON AGING?
- The 990 for the year ended June 30, 2025 lists 9 people; 2 received compensation from the organization, the highest $78,563 (BECKY PASSMAN, EXECUTIVE DIRECTOR (END 1/26)).
- How much revenue does MILESTONES AREA AGENCY ON AGING have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,852,565, expenses of $5,470,993 and total assets of $1,223,544 at year end.
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