Nonprofit screen
Screen a listMilestones Area Agency on Aging
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(1)
$5.9Mrevenue
FY2025 · −4% in 3 yrs141staff
8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin6.5%
Months of reserve1.5mo
Revenue growth (annualized)−3.7%
Middle half of peersMedianMilestones Area Agency on Aging
Where the money goes FY2025 · $5.5M spent
Programs$5.1M93%Management and general$393k7%990 FY2025 · Part IX line 25
Worth checking1
Deficits in 2 of the last 3 years
−$108k in FY2023 and −$1.2M in FY2024. Cash covers 1.5 months, under the peer median of 3.2.
990 Part I and balance sheetIn its favor2
Strong governance
7 of 7 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIA history of government grants
Government grants on 9 of its 9 returns, 71% of revenue in FY2025.
990 Part VIII9funders
$13ka year, last 3 years
75%from its largest funder
Funder’18’19’20’21’22’23Harry & Virginia Murray FoundationSince FY2019$10k$10k$10k$10k$10kHeritage Area Agency on AgingOn and off$39kGrace Bott Millar Charitable TrustOn and off$3k$7k$5k$4kScott County Regional AuthorityOn and off$6kJohn H Witte Jr Foundation TrustOn and off$4kWeigle Family FoundationOn and off$100Donor-advised giftsDonors not disclosed$25k$43$24$24
FundedThrough a donor-advised fund