2026-03-31T10:38:42-05:00 2025-06-30 393647910 WIPFLI ADVISORY LLC 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2024-07-01 362769801 MILESTONE INC MILE 8156546100 4060 MCFARLAND RD LOVES PARK IL 61111 WILLIAM GRAHN CEO 8156546100 2026-02-25 1 0 QUINN DUGAN P02267768 6082741980 2026-02-25 2024 2025-03-06 01:10:19Z WILLIAM GRAHN 4060 MCFARLAND RD LOVES PARK IL 61111 41912575 0 X WWW.MILESTONE-INC.ORG X 1973 IL THE ORGANIZATION'S PURPOSE IS TO SERVE THE DEVELOPMENTALLY DISABLED. 13 13 693 15 0 0 35165939 38328956 3191510 3139615 239697 396881 74051 47123 38671197 41912575 0 0 0 0 29945940 33245185 0 0 121215 6767206 7033116 36713146 40278301 1958051 1634274 22995736 24758458 4122199 4174303 18873537 20584155 X EVERYONE HAS THE RIGHT TO BE TREATED WITH RESPECT, TO PARTICIPATE IN COMMUNITY LIFE, TO DEVELOP AND EXERCISE PERSONAL COMPETENCE, TO HAVE FAMILY AND FRIENDS, AND TO MAKE DECISIONS IN THEIR LIVES. MILESTONE EXISTS TO ENSURE THAT PERSONS WITH DEVELOPMENTAL DISABILITIES CAN EXERCISE THESE SAME RIGHTS. 0 1 33312994 0 3118660 RESIDENTIAL FACILITIES - MILESTONE HAS 31 RESIDENTIAL GROUP HOMES FOR ADULTS WITH DEVELOPMENTAL DISABILITIES THROUGHOUT THE GREATER ROCKFORD AREA. EACH INDIVIDUAL ACTIVELY TAKES PART IN THE DAY-TO-DAY ACTIVITIES OF CLEANING, COOKING, SHOPPING, ALONG WITH A WIDE VARIETY OF RECREATIONAL ACTIVITIES. MILESTONE ALSO OPERATES A RESIDENTIAL FACILITY FOR 67 ADULT INDIVIDUALS WHO ARE PHYSICALLY AND DEVELOPMENTALLY DISABLED AND MEDICALLY FRAGILE. THESE INDIVIDUALS ARE PROVIDED WITH A COMFORTABLE HOME-LIKE ATMOSPHERE COMBINING HIGHLY SPECIALIZED SERVICES WITH AROUND-THE-CLOCK MEDICAL CARE. PERSONALIZED ATTENTION AND TRAINING IS PROVIDED TO HELP THE INDIVIDUAL DEVELOP DAILY LIVING SKILLS. 3592076 0 0 TRAINING CENTERS FACILITIES WHICH PROVIDES EDUCATIONAL, VOCATIONAL AND RECREATIONAL ACTIVITIES FOR THE RESIDENTS. MILESTONE PROVIDES DEVELOPMENTAL TRAINING RANGING FROM SELF-CARE AND SOCIAL SKILLS TO EDUCATIONAL AND VOCATIONAL SKILLS TO ADULTS WITH BOTH PHYSICAL AND DEVELOPMENTAL DISABILITIES. THE GOAL IS TO TEACH THE INDIVIDUAL THE SKILLS NECESSARY TO ACHIEVE COMMUNITY INCLUSION WHILE ENHANCING SELF-ESTEEM. VOLUNTEERING IN THE COMMUNITY IS AN IMPORTANT PART OF THE PROGRAM. MTC INDIVIDUALS HAVE HELPED EASTER SEALS, THE ROCKFORD PARK DISTRICT, THE SALVATION ARMY, THE VENETIAN CLUB AND MANY OTHER ORGANIZATIONS. 616197 0 20955 DENTAL PROGRAM- PROVIDES COMPREHENSIVE PREVENTATIVE AND GENERAL DENTISTRY INDIVIDUALLY DESIGNED FOR EACH ADULT AND CHILD WITH DEVELOPMENTAL DISABILITIES FROM 27 COUNTIES IN ILLINOIS. INDIVIDUALS OF ANY AGE WITH DEVELOPMENTAL DISABILITIES ARE ELIGIBLE FOR SERVICES. ONLY INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES WILL BE ELIGIBLE TO BECOME PATIENTS. 37521267 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 1 16 0 693 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X LISA MUNSON 8156546100 4060 MCFARLAND RD LOVES PARK IL 61111 TOM MATUS CHAIRMAN 2.00 2.00 X X 0 0 0 DR CYRUS OATES CHAIRMAN - RETIRED 2.00 2.00 X X 0 0 0 RONALD W ALDEN FINANCE CHAIR 2.00 X X 0 0 0 LYNN WILLIAMS SECRETARY 2.00 2.00 X X 0 0 0 THOMAS BUDD DIRECTOR 2.00 X 0 0 0 CAROL HARTLINE DIRECTOR 2.00 X 0 0 0 BEN HOLMSTROM DIRECTOR 2.00 X 0 0 0 JACK KIECKHEFER DIRECTOR 2.00 X 0 0 0 VICKIE KIEFFER DIRECTOR 2.00 X 0 0 0 DEREK KILEY DIRECTOR 2.00 X 0 0 0 CHRISTINE KINSMAN DIRECTOR 2.00 X 0 0 0 TODD STERN DIRECTOR (THRU 7.8.24) 2.00 X 0 0 0 DAN VANSISTINE DIRECTOR 2.00 X 0 0 0 MRS RICHARD WICKSTRAND HONORARY DIRECTOR 2.00 X 0 0 0 WILLIAM GRAHN PRESIDENT AND CEO 40.00 2.00 X 190621 0 16647 LISA MUNSON CFO 40.00 X 130237 0 15103 LINDA CRAIG-ELLIS LPN 40.00 X 170972 0 23169 DR MICHAEL TADIN DENTIST 40.00 X 172291 0 27144 SHEFFIELD WILEY DIRECTOR OF NURSING-EH 40.00 X 139601 0 12844 803722 0 94907 5 0 1 0 WIPFLI P O BOX 3160 MILWAUKEE WI 532013160 AUDITING AND TAX PREPARATION 109400 1 322794 37524701 481461 38328956 CLIENT CARE 623000 3084280 3084280 HUD SUPERVISION & MNGT 621990 34380 34380 DENTAL PROGRAM 621300 20955 20955 3139615 354100 354100 19803 0 19803 19803 19803 42781 0 42781 42781 42781 27320 27320 27320 41912575 3139615 0 444004 363101 31836 331265 27687996 26190530 1436758 60708 420397 419224 1173 2680809 2673611 7198 2092882 2087290 5592 14976 14976 62600 62600 1251545 1219892 31653 533381 467495 19342 46544 11895 11895 1745143 1381108 364035 67097 67097 891073 682524 208549 556421 533983 22438 FOOD DIETARY AND NURSIN 1272863 1272863 CLIENT ACTIVITES AND TR 347742 347742 STAFF EXPENSES 219437 141645 77792 MEMBERSHIP DUES 58943 4427 54516 40278301 37521267 2635819 121215 1500 1500 8185825 10615135 4072756 3629750 36078 7473 468565 468565 260887 369746 27165735 20804816 6833728 6360919 1183382 1259726 1953015 2045644 22995736 24758458 3034476 3204085 126267 5416 961456 964802 4122199 4174303 X 17690155 19324429 1183382 1259726 18873537 20584155 22995736 24758458 1634274 76344 0 X X 0 1 X 1 1 1 X 30387412 32710167 31471588 35165939 38328956 168064062 30387412 32710167 31471588 35165939 38328956 168064062 168064062 19408 28217 130775 255606 373903 807909 646916 717662 32484 69618 27320 1494000 170365971 15519888 0.98650 0.98750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1183382 92486 16142 1259726 1066574 191380 74572 1183382 1058797 82349 74572 1066574 1274513 -168117 47599 1058797 1074037 247574 47098 1274513 0.00000 1.00000 0.00000 0 0 1302175 1302175 20415628 16314469 4101159 5447932 4490347 957585 6360919 CASH SURRENDER VALUE OF LIFE INSURANCE 387078 RIGHT OF USE ASSET 354850 RESTRICTED DEPOSITS 1192986 457(B) RETIREMENT PLAN 101286 DEPOSITS 9444 2045644 LEASE LIABILITY 256242 OTHER LIABILITIES 708560 964802 X PART V, LINE 4: CONTINUE TO PROVIDE SERVICES TO CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES. PART X, LINE 2: THE ORGANIZATION QUALIFIED FOR TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS A CORPORATION ORGANIZED NOT FOR PROFIT. THE ORGANIZATION ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH FASB ASC 740 INCOME TAXES. FASB ASC 740 PROVIDES DETAILED GUIDANCE FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTERPRISES' FINANCIAL STATEMENTS AND REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION RECORDED NO LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS. FEDERAL RETURNS FOR THE PRIOR THREE YEARS REMAIN SUBJECT TO EXAMINATION BY MAJOR JURISDICTIONS. X X 0 1 0 0 0 0 0 0 0 WILLIAM GRAHN PRESIDENT AND CEO 188993 0 750 0 878 0 15720 0 927 0 207268 0 0 0 DR MICHAEL TADIN DENTIST 171016 0 1275 0 0 0 3907 0 23237 0 199435 0 0 0 LINDA CRAIG-ELLIS LPN 166547 0 4425 0 0 0 4471 0 18698 0 194141 0 0 0 SHEFFIELD WILEY DIRECTOR OF NURSING-EH 133926 0 5675 0 0 0 2322 0 10522 0 152445 0 0 0 PART I, LINE 4B WILLIAM GRAHN, CEO PARTICIPATES IN THE 457(B) RETIREMENT PLAN IN WHICH THE BOARD APPROVED A $12,000 CONTRIBUTION IN CY 2024. THOMAS BUDD PRESIDENT OF ILLINOIS BANK & TRUST AND BOARD MEMBER OF MILESTONE, INC. 58865 MILESTONE HAD A MORTGAGE LOAN AND LINE OF CREDIT WITH ILLINOIS BANK & TRUST. PRINCIPAL AND INTEREST PAYMENTS TOTALED $58,865 AND BORROWINGS TOTALED $0. MILESTONE ALSO HAS DEPOSITORY ACCOUNTS AT ILLINOIS BANK AND TRUST. 0 FORM 990, PART III, LINE 3 WE DISCONTINUED PROVIDING SERVICES TO CHILDREN IN JULY 2024. FORM 990, PART VI, SECTION B, LINE 11B THE CEO & CFO THOROUGHLY REVIEW THE 990 FOR ACCURACY & LOGIC COMPARING IT BACK TO THE AUDITED FINANCIAL STATEMENTS. THE FINANCE COMMITTEE, AS DESIGNATED BY THE BOARD, ALSO REVIEWS THE 990 PRIOR TO FILING THE 990. ALL BOARD MEMBERS RECEIVE A COPY AFTER THE FINANCE COMMITTEE HAS APPROVED IT. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY (APPROVED BY THE BOARD OF DIRECTORS) IS GIVEN TO ALL EMPLOYEES UPON HIRING. THE POLICY INSTRUCTS INDIVIDUALS TO REPORT ANY POSSIBLE SITUATION THAT MIGHT BE IN VIOLATION TO THE ADMINISTRATOR IMMEDIATELY. THE ADMINISTRATOR ALONG WITH THE CHIEF OPERATING OFFICER OR CHIEF EXECUTIVE OFFICER WILL REVIEW THE RELATIONSHIP OR TRANSACTION NO LATER THAN THE NEXT WORKING DAY AND DECIDE APPROPRIATE ACTION. THE AGENCY MAY CONSULT THEIR LEGAL REPRESENTATIVE FOR FURTHER REVIEW. FORM 990, PART VI, SECTION C, LINE 19 AT THIS TIME, THE ORGANIZATION ONLY MAKES DOCUMENTS REQUIRED BY LAW AVAILABLE TO THE PUBLIC. ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. 990 PAGE 11 PART XI LINE 2C THE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PREVIOUS YEAR. SCHEDULE R, MILESTONE FOUNDATION MILESTONE FOUNDATION HOLDS ASSETS RESTRICTED TO CLIENT WELFARE. INFORMATION REGARDING THESE ASSETS IS NOT INCLUDED ON THIS RETURN, BUT SHOULD BE REFLECTED AND IDENTIFIED ON MILESTONE FOUNDATION'S RETURN. MILESTONE FOUNDATION 4060 MCFARLAND ROAD LOVES PARK IL 61111 363223946 SUPPORT CARE FACILITIES FOR DEVELOPMENTALLY DISABLED INDIVIDUALS IL 501(C)(3) LINE 10 0 HAWKEYE HOUSING NFP 4060 MCFARLAND ROAD LOVES PARK IL 61111 264492497 LOW INCOME/SUBSIDIZED RENTAL HOUSING IL 501(C)(3) LINE 7 1 WALLACE PLACE NFP 4060 MCFARLAND ROAD LOVES PARK IL 61111 273746927 LOW INCOME/SUBSIDIZED RENTAL HOUSING IL 501(C)(3) LINE 7 1 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 MILESTONE FOUNDATION C 322794 CASH HAWKEYE HOUSING NFP E 140360 CASH HAWKEYE HOUSING NFP Q 56663 CASH WALLACE PLACE NFP E 297930 CASH WALLACE PLACE NFP Q 158260 CASH