2026-04-20T08:59:02-05:00 2025-06-30 251622758 MAHER DUESSEL CPA'S 503 MARTINDALE STREET SUITE 600 PITTSBURGH PA 15212 990 2024-07-01 251213006 MILESTONE CENTERS INC MILE 4123717391 712 SOUTH AVENUE PITTSBURGH PA 15221 CHRISTIAN A WILLITTS CFO 4123717391 2026-04-20 1 0 JEFFREY W KENT P01342557 4124715500 2024 2025-03-06 01:10:19Z TONY DRANE 712 SOUTH AVENUE PITTSBURGH PA 15221 25583885 0 X WWW.MILESTONEPA.ORG X 1969 PA TO PROVIDE QUALITY, LIFE-ENHANCING SERVICES THAT PROMOTE WELLNESS AND THE DEVELOPMENT OF HUMAN POTENTIAL. 7 7 370 20 0 0 5027692 5607961 17689343 18868091 63529 249920 230491 38830 23011055 24764802 0 0 0 0 13722130 14020831 0 0 0 8049655 8156902 21771785 22177733 1239270 2587069 13094494 15863415 4152750 4769008 8941744 11094407 X MILESTONE PROVIDES QUALITY, LIFE-ENHANCING SERVICES THAT PROMOTE WELLNESS AND THE DEVELOPMENT OF HUMAN POTENTIAL TO PEOPLE WITH BEHAVIORAL HEALTH AND INTELLECTUAL CHALLENGES. EACH YEAR MILESTONE SERVES APPROXIMATELY 3,500 RESIDENTS OF SOUTHWESTERN PENNSYLVANIA. 0 0 12644792 17515577 IDA RESIDENTIAL AND COMMUNITY BASED SERVICES - SEE SCHEDULE O 4145117 1352514 MENTAL AND BEHAVIORAL HEALTH - SEE SCHEDULE O 2051665 OTHER SERVICES/HEALTH CARE QUALITY UNITS - SEE SCHEDULE O 18841574 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 1 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 1 0 0 0 1 76 0 370 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X CHRISTIAN A WILLITTS CFO 4124460721 250 CLEVER ROAD MCKEES ROCKS PA 15136 JAMES CONNIFF SECRETARY 1.00 X X 0 0 0 DEBORAH WALRATH CHAIRMAN 1.00 X X 0 0 0 ANTHONY MERANTE DIRECTOR 1.00 X 0 0 0 BRANDON PHILLIPS DIRECTOR (TERM ENDED 12/31/24) 1.00 X 0 0 0 SCOTT YUSAVAGE DIRECTOR (TERM ENDED 12/31/24) 1.00 X 0 0 0 GARRETT MILLER DIRECTOR AS OF 1/1/25 1.00 X 0 0 0 STEPHANIE SMIGIEL DIRECTOR AS OF 1/1/25 1.00 X 0 0 0 DAWN ZIEGLER DIRECTOR AS OF 9/19/24 1.00 X 0 0 0 GREG HORNER VICE CHAIRMAN/TREASURER 1.00 X X 0 0 0 ANNA RANKIN CHAIRMAN (TERM ENDED 9/6/24) 1.00 X X 0 0 0 MARGARET ROTHENBERGER PRESIDENT AND CEO 1.00 39.00 X 0 270789 31012 CHRISTIAN WILLITTS CHIEF FINANCIAL OFFICER 1.00 39.00 X 0 200186 10164 ANNA RANKIN EXECUTIVE DIRECTOR 37.50 X 43734 0 5463 43734 470975 46639 0 0 1 0 BUD BEHLING LEASING INC PO BOX 642109 PITTSBURGH PA 15264 VEHICLE SERVICES 533915 DELTA-T OF WESTERN PA PO BOX 884 BRYN MAWR PA 19010 CONTRACTED EMPLOYEES 379892 BADACZEWSKI MARIANNE 111 WILDWOOD CIRCLE GIBSONIA PA 15044 CONTRACTED EMPLOYEES 165612 SUDEEP CHAKRAVORTY MD 1228 SOUTHGATE DRIVE PITTSBURGH PA 15241 CONTRACTED EMPLOYEES 143942 PATRICIA LIFRAK 35241 SEAPORT LOOP LEWES DE 19958 CONTRACTED EMPLOYEES 114139 7 5376781 231180 5607961 PA WAIVER CONTRACT INCOME 900099 16949001 16949001 MEDICAL ASSISTANCE FEES 900099 1138329 1138329 ROOM AND BOARD 900099 544477 544477 PRIVATE INSURANCE FEES 900099 135604 135604 PROGRAM SERVICE FEES 900099 100680 100680 18868091 98832 98832 970171 819083 151088 151088 151088 MISCELLANEOUS 900099 38830 38830 38830 24764802 18906921 0 249920 49198 49198 11360565 10835896 524669 226747 215150 11597 1533820 1460270 73550 850501 808179 42322 1918 1889 29 1578465 1504072 74393 81361 76807 4554 112132 109819 2313 2065262 2065262 249347 199657 49690 343326 202731 140595 PURCHASED PERS. SRVS. 2199717 2008117 191600 PROGRAM SUPPLIES 818587 794948 23639 VEHICLE AND EQUIPMENT R 591881 558905 32976 MISCELLANEOUS 114906 65134 49772 22177733 18841574 3336159 0 1895623 3904765 293447 278640 3811333 3963570 92511 76292 7966914 4733154 2452996 3233760 2548445 2304806 2000139 2101582 13094494 15863415 1214163 1883567 293447 278640 695126 186666 1950014 2420135 4152750 4769008 X 8847459 11021711 94285 72696 8941744 11094407 13094494 15863415 X 2587069 65594 -500000 X X 0 1 X 1 1 1 X 6036181 8760646 5157160 5046798 5607961 30608746 13256582 16321781 16924359 17689343 18868091 83060156 19292763 25082427 22081519 22736141 24476052 113668902 0 0 0 113668902 35323 39908 50616 60053 98832 284732 35323 39908 50616 60053 98832 284732 37742 37157 39182 22273 136354 397025 369726 115256 208218 38830 1129055 19762853 25529218 22286573 23026685 24613714 115219043 0.98650 0.98320 0.00250 0.00200 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 397,025. 2021 AMOUNT: $ 369,726. 2022 AMOUNT: $ 115,256. 2023 AMOUNT: $ 208,218. 2024 AMOUNT: $ 38,830. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 138883 138883 3311812 1668290 1643522 3138853 2257749 881104 967390 777098 190292 409976 30017 379959 3233760 OPERATING RIGHT OF USE ASSET 1978495 FINANCING RIGHT OF USE ASSET 123087 2101582 OPERATING LEASE LIABILITY 2017916 FINANCING LEASE LIABILITY 121290 PAYABLE TO AFFILIATE 189505 REFUNDABLE ADVANCE 91424 2420135 24830396 65594 65594 24764802 0 24764802 22177733 0 22177733 0 22177733 PART IV, LINE 2B: MILESTONE CENTERS HAS FIDUCIARY RESPONSIBILITY TO CONTROL PERSONAL FUNDS OF CERTAIN INTELLECTUALLY DISABLED RESIDENTS' ACCOUNTS. X X 0 0 0 0 0 0 0 0 0 MARGARET ROTHENBERGER PRESIDENT AND CEO 0 270789 0 0 0 0 0 12655 0 18357 0 301801 0 0 CHRISTIAN WILLITTS CHIEF FINANCIAL OFFICER 0 200186 0 0 0 0 0 10164 0 0 0 210350 0 0 STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS 4A IDA RESIDENTIAL AND COMMUNITY BASED SERVICES: MILESTONE CENTERS, INC. (MCI) PROVIDES A WIDE RANGE OF COMPREHENSIVE RESIDENTIAL AND COMMUNITY-BASED SERVICES AND SUPPORTS ADULTS WITH INTELLECTUAL DISABILITIES AND AUTISM (IDA). MCI PROVIDES COMMUNITY LIVING THROUGH 18 COMMUNITY-BASED GROUP HOMES WHICH HELPS INDIVIDUALS FIND COMFORTABLE HOMES AND COMPATIBLE HOUSEMATES IN A NEIGHBORHOOD SETTING. EACH GROUP HOME PROVIDES 24-HOUR SUPERVISION AND ASSISTANCE BY RESIDENTIAL DIRECT SUPPORT PROFESSIONALS WHO ARE TRAINED IN EACH INDIVIDUAL'S BEHAVIORAL AND MEDICAL NEEDS. THESE PROFESSIONALS ASSIST IN MEAL PREPARATION, SELF-CARE AND THE DEVELOPMENT OF OTHER SKILLS. THESE SERVICES INCLUDE TRANSPORTATION TO DAY PROGRAMS OR WORK, OR FOR LEISURE, HEALTHCARE, SHOPPING AND SOCIAL ACTIVITIES. IN MCI'S LIFE SHARING SERVICE, INDIVIDUALS WITH INTELLECTUAL DISABILITIES AND AUTISM ARE MATCHED WITH QUALIFIED, SUPPORTIVE FAMILIES WHO OPEN THEIR HOMES TO THEM. MCI CURRENTLY PARTNERS WITH 12 FAMILIES TO PROVIDE THESE SERVICES. SUPPORT MAY INCLUDE TRANSPORTATION, SELF-CARE ASSISTANCE AND COMMUNITY INTEGRATION. FAMILIES ARE COMPENSATED FOR THEIR SERVICE AND ARE REQUIRED TO RECEIVE ANNUAL TRAINING IN TOPICS SUCH AS FIRST AID, CPR, FIRE SAFETY, FAMILY DYNAMICS, AND INFECTION CONTROL. THEY ALSO ARE EXPECTED TO BE VERSED IN MCI'S POLICIES AND PROCEDURES RELATED TO LIFE SHARING. MCI'S COMMUNITY BASED DAY SERVICES SERVES THE IDA COMMUNITY THROUGH SUPPORTED AND SMALL GROUP EMPLOYMENT AND OTHER DAY PROGRAMS. THE RIVERSIDE DAY PROGRAM, LOCATED IN PITTSBURGH'S LAWRENCEVILLE NEIGHBORHOOD, ASSISTS ADULTS WITH INTELLECTUAL DISABILITIES AND AUTISM IN BECOMING AS INDEPENDENT AS POSSIBLE. FOCUS IS PLACED ON USEFUL SKILLS THAT ENABLE THE PRACTICE OF BASIC SAFETY RULES AND COMMUNITY AWARENESS. THIS HIGHLY INDIVIDUALIZED, PLANNED AND COORDINATED PROCESS WITH TRAINED PROFESSIONALS. ACTIVITIES INCLUDE ART, MUSIC, EXERCISE, AND COMMUNITY ENGAGEMENT. THE COMMUNITY CONNECTIONS PROGRAM (CCP) IS A FULLY COMMUNITY-BASED COMMUNITY PARTICIPATION SUPPORTS PROGRAM THAT ACTIVELY ENGAGES PERSONS WE SUPPORT WITH INTELLECTUAL DISABILITIES AND AUTISM AS CITIZENS WITHIN THEIR COMMUNITY. CCP PROVIDES OPPORTUNITIES FOR INDIVIDUALS TO VOLUNTEER FOR VARIOUS ORGANIZATIONS, LEARN ABOUT BUSINESSES, PARTICIPATE IN WELLNESS ACTIVITIES, AND ENJOY ACTIVITIES & EVENTS AT VARIOUS COMMUNITY VENUES. NEW HORIZON (PENN HILLS) AND GARDEN CITY (MONROEVILLE) ARE DAY PROGRAMS FOR SENIORS. BOTH ARE DUALLY-LICENSED OLDER ADULT LIVING CENTERS AND ADULT TRAINING FACILITIES. THE CENTERS ARE AVAILABLE TO ANYONE WITH AGING ISSUES REGARDLESS OF CHRONOLOGICAL AGE. THE YOUTH ADVENTURE PROGRAM TEACHES PERSONS WITH INTELLECTUAL DISABILITIES AND AUTISM OUTDOOR AND ENVIRONMENTAL SKILLS, SUCH AS GARDENING, ANIMAL HABITATS, GARDENING, LIFE SKILLS, VOLUNTEERING, RESPONSIBILITY AND TEAMWORK. MCI'S EMPLOYMENT PROGRAMS PROVIDES ASSISTANCE WITH RESUMES, JOB DEVELOPMENT, ON-THE-JOB TRAINING AND OVERCOMING BARRIERS FACED IN THE BUSINESS WORLD. COACHES ALSO PROVIDE EMPLOYER CONSULTATION AND FOLLOW-UP ASSESSMENTS OF EMPLOYEE PERFORMANCE AND EMPLOYER SATISFACTION. THE GROUP EMPLOYMENT PROGRAM PROVIDES A TRANSITIONAL BRIDGE TO COMPETITIVE INTEGRATED EMPLOYMENT. WITH THE SUPPORT OF MILESTONE STAFF, SMALL GROUPS ARE WELCOMED INTO THE COMMUNITY TO PROVIDE CLEANING AND OTHER SERVICES, GAINING THE SKILLS AND TOOLS NECESSARY FOR COMPETITIVE EMPLOYMENT WITHIN THE COMMUNITY. STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS 4B MENTAL AND BEHAVIORAL HEALTH: MCI OFFERS A WIDE RANGE OF COMMUNITY BASED PROGRAMS AND CLINICAL SERVICES TO ASSIST THOSE EXPERIENCING MENTAL AND BEHAVIORAL HEALTH CHALLENGES. COMMUNITY-BASED SERVICES INCLUDES SEVERAL PROGRAMS. SUPPORTIVE HOUSING PROVIDES TEMPORARY, SECURE APARTMENTS AND LIVING SPACES FOR INDIVIDUALS 18 AND OLDER WITH MENTAL HEALTH AND SUBSTANCE USE DISORDERS TO HELP THEM PURSUE STABLE, PRODUCTIVE INDEPENDENT LIVES. SUPPORTIVE HOUSING PROVIDES ON-SITE MENTORS TO SUPPORT RESIDENTS' JOURNEY TOWARD INDEPENDENT LIVING. OUR STAFF WORKS CLOSELY WITH PERSONS SUPPORTED AND THEIR MENTAL HEALTH SERVICE PROVIDERS TO IDENTIFY AND ADDRESS BARRIERS TO HOUSING INDEPENDENCE, WHILE ENABLING PERSONAL GROWTH AND STABILITY. MCI'S SERVICE COORDINATION UNIT IS RESPONSIBLE FOR HELPING PERSONS SUPPORTED ACCESS SERVICES IN A TIMELY MANNER, ENSURING THAT SERVICES PROVIDED ARE APPROPRIATE AND LINK THEM TO AVAILABLE RESOURCES IN THE COMMUNITY. MCI'S SOCIAL REHABILITATION PROGRAM IS A WELLNESS SERVICE PROVIDING A THERAPEUTIC, SUPPORTIVE ENVIRONMENT. INDIVIDUALS SUPPORTED ENGAGE IN COMMUNITY-BASED OR FACILITY-BASED EDUCATIONAL AND RECREATIONAL ACTIVITIES THAT HELP PERSONS WITH MENTAL HEALTH DIAGNOSES IMPROVE SOCIAL SKILLS AND INTERPERSONAL RELATIONSHIPS, WHILE BUILDING STRONG COMMUNITY TIES. MCI'S PEER SUPPORT PROGRAM PROVIDES A UNIQUE TREATMENT EXPERIENCE FOR SERVICE RECIPIENTS. SPECIALIZED THERAPEUTIC INTERVENTIONS ARE PROVIDED BY SELF-IDENTIFIED, CURRENT OR FORMER RECIPIENTS OF BEHAVIORAL HEALTH SERVICES. THESE PEER SUPPORT SPECIALISTS ARE CERTIFIED AND TRAINED TO OFFER SUPPORT AND ASSISTANCE BY HELPING OTHERS IN THEIR RECOVERY JOURNEY AND COMMUNITY INTEGRATION. SERVICES ARE PROVIDED TO INDIVIDUALS 18 YEARS AND OLDER THAT HAVE BEEN DIAGNOSED WITH A SEVERE AND PERSISTENT MENTAL ILLNESS. MCI'S CHAIN OF HOPE DROP-IN CENTER SERVES ALL PERSONS SUPPORTED FOR BEHAVIORAL HEALTH AND DEVELOPMENTAL DISABILITIES IN ALLEGHENY COUNTY, ALONG WITH COMMUNITY MEMBERS WHO DESIRE THE OPPORTUNITY TO ENGAGE IN FELLOWSHIP WITH OTHERS. THE GOAL OF CHAIN OF HOPE IS TO HELP PARTICIPANTS RE-ESTABLISH LINKS TO THE COMMUNITY THROUGH BOTH INFORMAL ACTIVITIES AND STRUCTURED PROGRAMMING. CLINICAL SERVICES INCLUDE OUTPATIENT MENTAL HEALTH AND OUTPATIENT SUBSTANCE ABUSE. ADULT AND YOUTH OUTPATIENT SERVICES ARE PROVIDED IN WILKINSBURG AND WILKINS TOWNSHIP. ADULTS AND CHILDREN SEEKING OUTPATIENT SERVICES ARE REFERRED TO MILESTONE'S INTAKE DEPARTMENT. OUR INTAKE CLINICIANS WORK DIRECTLY WITH THE INDIVIDUAL IN COMPLETING AN INITIAL ASSESSMENT OF NEEDS, DETERMINING INSURANCE AND FEE ARRANGEMENTS AND SCHEDULING APPOINTMENTS. INDIVIDUAL PSYCHOTHERAPY IS SPECIFICALLY DESIGNED FOR CHILDREN, ADOLESCENTS, AND ADULTS AND FOCUSES ON HELPING THEM COPE WITH PROBLEMS, SYMPTOMS, AND ISSUES TO BETTER MANAGE THEIR LIVES AND IMPROVE FUNCTIONING. FAMILY THERAPY FOCUSES ON HELPING THE FAMILY FUNCTION IN MORE POSITIVE AND CONSTRUCTIVE WAYS BY EXPLORING PATTERNS OF COMMUNICATION AND PROVIDING SUPPORT AND EDUCATION. STAFF PSYCHIATRISTS AND NURSE PRACTITIONERS ASSESS THE NEED FOR MEDICATION, PROVIDE MEDICATION MONITORING AND DISCUSS RECOMMENDATIONS WITH THE CLIENT AND HIS/HER/THEIR FAMILY. STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS 4C OTHER PROGRAMS HEALTH CARE QUALITY UNITS: MCI OPERATES TWO HEALTH CARE QUALITY UNITS (HQCU)IN THE COMMONWEALTH OF PENNSYLVANIA. THE HCQU'S PROVIDE SERVICES AVAILABLE TO ALL INDIVIDUALS AND AGENCIES PROVIDING IDA SERVICES IN PENNSYLVANIA BY GEOGRAPHIC REGION. SERVICES PROVIDED BY THE HCQU'S INCLUDE TRAINING COURSES OFFERED BY REQUEST TO THOSE WHO SERVE ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES IN WESTERN PENNSYLVANIA. THEY PROVIDE TECHNICAL ASSISTANCE THROUGH CONSULTATION ON MATTERS RELATED TO ADULTS WITH REQUIRING IDA SERVICES WHO ARE EXPERIENCING PHYSICAL AND/OR BEHAVIORAL HEALTH CHALLENGES. HIGHLY-SKILLED CLINICAL PROFESSIONALS ARE AVAILABLE TO ASSIST PROVIDERS WITH CHALLENGES THEY MIGHT BE FACING. THE HCQU'S PROVIDE COMMUNITY EDUCATION AND WORKS TO IDENTIFY, IMPROVE, AND EXPAND COMMUNITY RESOURCES TO BENEFIT PEOPLE REQUIRING IDA SERVICES. THE HCQU'S HAVE ALSO DEVELOPED A FREE APP, AVAILABLE FOR ANDROID AND IPHONE! THIS APP CONTAINS LOADS OF TOOLS & RESOURCES TO HELP YOU SUPPORT PEOPLE REQUIRING IDA SERVICES. THE APP CONTAINS PRACTICAL INFORMATION INCLUDING: FATAL FIVE POCKET GUIDE EASY, HEALTHY RECIPES VIRTUAL FUN & FITNESS WITH MARENA! ACCESS TO OUR TRAINING, OUR BLOGS, OUR WEBSITE, AND SO MUCH MORE! FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION PRESENTS THE COMPLETED 990, PREPARED BY THE INDEPENDENT TAX PREPARERS, TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL FOR SUBMISSION ON THE REQUIRED DATE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL BOARD MEMBERS ARE REQUIRED TO REVIEW, COMPLETE AND SUBMIT THE AGENCY'S APPROVED CONFLICT OF INTEREST POLICY. IF A POTENTIAL CONFLICT IS IDENTIFIED, CONSULTATION WITH LEGAL COUNSEL TO DETERMINE THE INDIVIDUAL'S LEVEL OF PARTICIPATION WOULD BE INITIATED. THE DECISION OR RECOMMENDATION FROM LEGAL COUNSEL WOULD BE PRESENTED TO THE FULL BOARD FOR A DECISION REGARDING THE BOARD MEMBER'S LEVEL OF INVOLVEMENT REGARDING THE POTENTIAL CONFLICT OF INTEREST. THE SIGNED DOCUMENT WILL BE KEPT ON FILE. FORM 990, PART VI, SECTION B, LINE 15 THE CEO, EXECUTIVE DIRECTOR, AND/OR TOP MANAGEMENT OFFICIALS PERFORMANCE IS REVIEWED ANNUALLY, BY THE FULL BOARD WHEN POSSIBLE AND COMPENSATION ADJUSTED CONSISTENT WITH COMPARABILITY DATA USED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 MILESTONE CENTERS' GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: NET ASSET TRANSFER TO AFFILIATE -500,000. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PARTNERS FOR QUALITY INC 250 CLEVER ROAD MCKEES ROCKS PA 15136 550886515 SUPPORTING AGENCY PA 501(C)(3) LINE 12C, III-FI N/A 0 LIFEWAYS INC DBA EXCEPTIONAL ADVENTURES 250 CLEVER ROAD MCKEES ROCKS PA 15136 550886516 PROVIDES TRAVEL SERVICES TO PEOPLE WITH DISABILITIES PA 501(C)(3) LINE 10 PARTNERS FOR QUALITY INC 0 CITIZENS CARE INC 250 CLEVER ROAD MCKEES ROCKS PA 15136 241266401 PROVIDES RESIDENTIAL AND NON-RESIDENTIAL SERVICES TO PEOPLE / DISABILITIES PA 501(C)(3) LINE 7 PARTNERS FOR QUALITY INC 0 PARTNERS FOR QUALITY FOUNDATION 250 CLEVER ROAD MCKEES ROCKS PA 15136 300285288 COORDINATING AND DAVILITATES FUND RAISING EFFORTS PA 501(C)(3) LINE 7 PARTNERS FOR QUALITY INC 0 ALLEGHENY CHILDREN'S INITATIVE INC CLEVER ROAD MCKEES ROCKS PA 15136 251728407 PROVIDES BEHAVIORAL HEALTH SERVICES TO CHILDREN PA 501(C)(3) LINE 7 PARTNERS FOR QUALITY INC 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 PARTNERS FOR QUALITY INC M 2065262 FMV PARTNERS FOR QUALITY FOUNDATION INC R 500000 FMV SCHEDULE R, PART V TRANSACTIONS OF RELATED ORGANIZATIONS LINE M AND LINE N: PFQ PROVIDES MANAGEMENT AND ADMINISTRATIVE SERVICES TO ITS AFFILIATES, ACI, CCI, PFQF, MILESTONE AND LIFEWAYS. LINE R: DURING THE YEAR ENDED JUNE 30, 2025, MCI COMMITTED TO AND RECORDED A TRANSFER OF NET ASSETS TO PFQF.