Nonprofit · EIN 86-0958466
MILESTONES CHARTER SCHOOL
Tax-exempt · PHOENIX, AZ 85032
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,818,663 | $2,989,020 | -$170,357 | $4,070,892 | $5,628,501 | -$1,557,609 |
| June 30, 2024 | 990 | $2,678,342 | $3,007,605 | -$329,263 | $4,299,374 | $5,686,626 | -$1,387,252 |
| June 30, 2023 | 990 | $3,701,498 | $3,677,620 | $23,878 | $4,650,881 | $5,708,870 | -$1,057,989 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,891,094
- of which government grants
- $1,888,467
- Program service revenue
- $624,483
- Investment income
- $47,357
- Net rental income
- $156,710
- Other revenue
- $255,729
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $200,000
- Other salaries and wages
- $1,261,910
- Salaries, compensation and benefits (total)
- $1,764,907
- Professional fundraising fees
- $0
- Accounting fees
- $24,500
- Occupancy
- $202,969
- Travel
- $13,042
- Depreciation
- $265,127
- Program services (functional)
- $2,514,368
- Management and general (functional)
- $474,652
Balance sheet and other
- Total assets, start of year
- $4,299,374
- Total assets, end of year
- $4,070,892
- Total liabilities, end of year
- $5,628,501
- Net assets, end of year
- -$1,557,609
- Land, buildings and equipment
- $2,819,091
- Publicly traded securities
- $414,666
- Net assets without donor restrictions
- -$1,557,609
- Gross receipts
- $2,818,663
- Employees
- 44
- Volunteers
- 10
- Year formed
- 1999
- State of legal domicile
- AZ
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 |
|---|---|---|---|
| Donna Steadman | President Trustee or director, Officer | 40 | $112,520 |
| Tara Cabardo | CEO/SEC/TREAS Trustee or director, Officer | 40 | $81,942 |
| John Bauer | Board Member Trustee or director | 1 | $0 |
| FRANK YANEZ | BOARD MEMBER Trustee or director | 1 | $0 |
| LOREN WISE | BOARD MEMBER Trustee or director | 1 | $0 |
| KELSIE E SANBORN | BOARD MEMBERS Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tara Cabardo | CEO/SEC/TREAS Trustee or director, Officer | 40 | $104,489 |
| Donna Steadman | President Trustee or director, Officer | 40 | $61,696 |
| John Bauer | Board Member Trustee or director | 1 | $0 |
| FRANK YANEZ | BOARD MEMBER Trustee or director | 1 | $0 |
| LOREN WISE | BOARD MEMBER Trustee or director | 1 | $0 |
| KELSIE E SANBORN | BOARD MEMBERS Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Tara Cabardo | CEO/SEC/TREAS Trustee or director, Officer | 40 | $92,048 | $0 |
| Donna Steadman | President Trustee or director, Officer | 40 | $60,604 | $0 |
| FRANK YANEZ | BOARD MEMBER Trustee or director | 1 | $0 | $1,800 |
| John Bauer | Board Member Trustee or director | 1 | $0 | $0 |
| LOREN WISE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KELSIE E SANBORN | BOARD MEMBERS Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4707 E DESERT CACTUS ST, PHOENIX, AZ 85032-9529
- In care of
- % TARA K CABARDO
- Principal officer (990 for 2024)
- Tara Cabardo, 4707 E Desert Cactus St, Phoenix, AZ 85032
- Signed the 990
- TARA CABARDO, CEO/CHARTER REPRESENTATIVE
- Phone
- (602) 404-1009
- Return prepared by
- BRETT V BACKLUND CPA PC
Mission
TO OPERATE AN EDUCATIONAL ORGANIZATION WHOSE PRIMARY MISSION IS TO PROVIDE AN EDUCATIONAL EXPERIENCE OF THE HIGHEST QUALITY, WHILE OFFERING A SAFE AND UNIQUE ENVIRONMENT. THE SCHOOL FEATURES SMALL CLASSES TAUGHT BY INVOLVED, CARING TEACHERS WHO ARE RESPONSIVE TO THE GROWING AND CHANGING NEEDS OF STUDENTS. THE PROGRAM IS COMMITED TO CHALLENGING ACADEMIC STANDARDS AND STRONG CHARACTER DEVELOPMENT.
Program accomplishments
- The organization serviced approximately 185 students ranging in age birth through eighth grade. The organizations mission is to provide an educational experience of the highest quality while offering a safe and unique environment.Expenses $2,514,368 · revenue $2,818,663
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
- 86-0958466
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2000
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24)
- Assets (IRS master file)
- $4,070,892
- Income (IRS master file)
- $2,818,663
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,818,663 | $2,989,020 | $4,070,892 | IRS |
| 990 | June 2024 | $2,678,342 | $3,007,605 | $4,299,374 | IRS |
| 990 | June 2023 | $3,701,498 | $3,677,620 | $4,650,881 | XML |
| 990 | June 2022 | $4,016,826 | $3,737,114 | $4,840,641 | IRS |
| 990 | June 2021 | – | – | – | 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 86-0958466).
Questions about MILESTONES CHARTER SCHOOL
- What is the EIN of MILESTONES CHARTER SCHOOL?
- The employer identification number (EIN) of MILESTONES CHARTER SCHOOL is 86-0958466.
- Is MILESTONES CHARTER SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to MILESTONES CHARTER SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MILESTONES CHARTER SCHOOL 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 CHARTER SCHOOL 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 CHARTER SCHOOL 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 CHARTER SCHOOL?
- The 990 for the year ended June 30, 2025 names Tara Cabardo.
- Who are the officers and directors of MILESTONES CHARTER SCHOOL?
- The 990 for the year ended June 30, 2025 lists 6 people; 2 received compensation from the organization, the highest $112,520 (Donna Steadman, President).
- How much revenue does MILESTONES CHARTER SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,818,663, expenses of $2,989,020 and total assets of $4,070,892 at year end.
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