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Iowa · Nonprofit

MILESTONES AREA AGENCY ON AGING

MILESTONES AREA AGENCY ON AGING (Iowa) receives grants from 9 organizations whose IRS filings report $163,794 to it, the largest being HARRY & VIRGINIA MURRAY FOUNDATION ($70,000). 3 of them have funded it in more than one year.

Revenue FY2025
$5.9M
Funders on record
9
Grants received
$164k
Net assets
$-165966
3/9 repeat funderspeak grant-dependency 1%
01What it does

What Milestones Area Agency on Aging does

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.

As stated on its FY2025 Form 990.

Programs

  1. 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.

    $3,396,224 spent$695,983 earned by the program
    67% of program spending
  2. 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.

    $1,590,354 spent
    31% of program spending
  3. 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.

    $91,182 spent
    2% of program spending

The 3 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $5,077,760.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($7.9M) Expenses 100 ($8.0M) Net assets 100 ($1.2M)2018 Revenue 78 ($6.1M) Expenses 80 ($6.4M) Net assets 79 ($929k)2019 Revenue 69 ($5.5M) Expenses 69 ($5.5M) Net assets 77 ($905k)2020 Revenue 71 ($5.6M) Expenses 69 ($5.5M) Net assets 83 ($977k)2021 Revenue 76 ($6.0M) Expenses 71 ($5.7M) Net assets 108 ($1.3M)2022 Revenue 77 ($6.1M) Expenses 82 ($6.6M) Net assets 67 ($788k)2023 Revenue 91 ($7.2M) Expenses 91 ($7.3M) Net assets 58 ($680k)2024 Revenue 67 ($5.3M) Expenses 81 ($6.5M) Net assets -46 ($-547539)2025 Revenue 74 ($5.9M) Expenses 68 ($5.5M) Net assets -14 ($-165966)
'17'18'19'20'21'22'23'24'25
Revenue (74)Expenses (68)Net assets (-14)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $2.6M to $1.7M (−35%).

$1.8M
$1.4M
$1.4M
$1.8M
$2.6M
$1.7M
$1.2M
$561k
$1.2M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2017 50% · 2018 63% · 2019 71% · 2020 76% · 2021 80% · 2022 81% · 2023 86% · 2024 85% · 2025 71%. Grants only. Government contracts and fees sit inside program revenue.

88% of MILESTONES AREA AGENCY ON AGING’s revenue is contributions — more donation-reliant than the typical peer (81% for the typical peer).

This organization
Typical peer · 11,793 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 6 of the last 9 reported years ran a deficit.

−$125k
’17
−$252k
’18
−$24k
’19
$72k
’20
$296k
’21
−$484k
’22
−$108k
’23
−$1.2M
’24
$382k
’25
1.5
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Board chair

Terry Wilson

Board chair

As listed on its FY2025 Form 990.

'17'18'19'20'21'22'23'24'25
Listed11111210991299
Joined·+2+3+5+4+2+7+3+0
No longer listed·22752460
03Who funds it

Who funds it, year by year

2018 → 2023: the base broadened from 1 funder to 2 funders, grant income rose $3k → $10k.

2 of 9 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 15% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

Left out of every figure on this page: $680k from one payer (the payer shares this organization's board, largest Milestones Foundation). These are real filings, and they are not money MILESTONES AREA AGENCY ON AGING raised.

From the IRS filings of MILESTONES AREA AGENCY ON AGING’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

MILESTONES AREA AGENCY ON AGING leans on a few funders — its largest provides 43% of grant income and the top three 81%; half comes from just 2 funders.

the vertical line marks half of all grant income — 2 funders to its left

42% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund MILESTONES AREA AGENCY ON AGING.

43%
largest funder
81%
top three
~4
effective funders

Largest funder’s share by year: 2018 100% · 2019 70% · 2020 57% · 2021 61% · 2022 74% · 2023 100% — broadly stable.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

33% of MILESTONES AREA AGENCY ON AGING's funders are still giving 3 years after their first grant; 33% give in more than one year at all.

first grant+1y+2y+3y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

MILESTONES AREA AGENCY ON AGING draws 53% of its grant income from funders outside Iowa, across 3 states in all.

MN
WI
IA

In-state vs out-of-state, by year

’18
’19
’20
’21
’22
’23
Iowa out of state home

Funder states come from each funder’s own filing. $25k arriving through sponsors registered in 2 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

MILESTONES AREA AGENCY ON AGING runs a healthier operating margin than half of the 6,891 human services nonprofits its size.

Operating margin7% · above the median
Months of reserve1.5mo · below the median
Revenue growth (annualized)−4% · bottom quartile

this organization peer median middle 50% of peers· 6,891 human services nonprofits $1M–$10M, FY2025

Organizations like MILESTONES AREA AGENCY ON AGING

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Iowa

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

93% of spending goes to programs.

Program 93%Management 7%Fundraising 0%

Governance

7
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

100%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Part of a family of 1 related entity

  • Milestones Foundation · exempt

Screen this organization

A dated, signed PDF of the compliance screen for MILESTONES AREA AGENCY ON AGING: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds MILESTONES AREA AGENCY ON AGING?
MILESTONES AREA AGENCY ON AGING (Iowa) receives grants from 9 organizations whose IRS filings report $163,794 to it, the largest being HARRY & VIRGINIA MURRAY FOUNDATION ($70,000). 3 of them have funded it in more than one year.
How many funders does MILESTONES AREA AGENCY ON AGING have?
IRS filings report 9 organizations giving $163,794 in grants to MILESTONES AREA AGENCY ON AGING, 3 of which have funded it in more than one year.
Who is the largest funder of MILESTONES AREA AGENCY ON AGING?
HARRY & VIRGINIA MURRAY FOUNDATION is the largest funder on record, with $70,000 in grants. The full list of funders is on this page.
How can an organization like MILESTONES AREA AGENCY ON AGING find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Iowa. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Milestones Area Agency on Aging →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 9 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing