Totals
- Total revenue
- $19,758,356
- Total expenses
- $19,173,641
- Contributions and grants received
- $4,847,264
- Grants paid
- $5,111
- Program service revenue
- $14,814,892
- Investment income
- $31,676
- Other revenue
- $64,524
- Total assets, end of year
- $13,897,311
- Total liabilities, end of year
- $1,770,552
- Net assets or fund balances, end of year
- $12,126,759
- Program services expenses (Part IX)
- $17,906,873
- Management and general expenses
- $971,771
- Fundraising expenses
- $294,997
- Program service expenses (Part III)
- $17,906,873
Program services were 93.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$56,198
-
1c · Fundraising events
$42,766
-
1e · Government grants (contributions)
$3,941,198
-
1f · All other contributions, gifts and grants
$807,102
-
2a · Program service revenue: MI CHOICE WAIVER REVENUES
total $10,653,629 · related or exempt $10,653,629
-
2b · Program service revenue: NURITITION SERVICES
total $2,709,804 · related or exempt $2,709,804
-
2c · Program service revenue: BEHAVIORAL HEALTH SERVICES
total $1,310,298 · related or exempt $1,310,298
-
2d · Program service revenue: HOME REPAIR
total $126,530 · related or exempt $126,530
-
2e · Program service revenue: VOLUNTEER OPPORTUNITIES
total $250 · related or exempt $250
-
2f · All other program service revenue
total $14,381 · related or exempt $14,381
-
3 · Investment income
total $31,676 · excluded $31,676
-
8a · Fundraising events: gross income
$10,705
-
8a · Fundraising events: contributions included on line 1c
$42,766
-
8b · Fundraising events: direct expenses
$15,255
-
8c · Net income from fundraising events
total -$4,550 · excluded -$4,550
-
11a · Other revenue: WAIVER ADJUSTMENT
total $44,737 · excluded $44,737
-
11b · Other revenue: OTHER REVENUE
total $15,766 · excluded $15,766
-
11c · Other revenue: INSURANCE PROCEEDS
total $8,571 · excluded $8,571
-
11e · Other revenue, total
$69,074
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $5,111 · program services $5,111
-
5 · Compensation of officers, directors and key employees
total $601,407 · program services $192,658 · management and general $408,749
-
7 · Other salaries and wages
total $5,524,321 · program services $5,099,899 · management and general $215,809 · fundraising $208,613
-
8 · Pension plan contributions
total $166,312 · program services $133,729 · management and general $25,040 · fundraising $7,543
-
9 · Other employee benefits
total $788,879 · program services $711,265 · management and general $57,441 · fundraising $20,173
-
10 · Payroll taxes
total $442,789 · program services $383,127 · management and general $44,184 · fundraising $15,478
-
11b · Fees: legal
total $52,766 · program services $51,385 · management and general $1,047 · fundraising $334
-
11c · Fees: accounting
total $97,904 · program services $90,993 · management and general $4,960 · fundraising $1,951
-
11f · Fees: investment management
total $8,524 · program services $3,768 · management and general $4,756
-
11g · Fees: other
total $7,638,409 · program services $7,617,961 · management and general $20,405 · fundraising $43
-
12 · Advertising and promotion
total $239,149 · program services $133,081 · management and general $95,618 · fundraising $10,450
-
13 · Office expenses
total $24,313 · program services $17,729 · management and general $5,655 · fundraising $929
-
14 · Information technology
total $279,965 · program services $250,079 · management and general $16,349 · fundraising $13,537
-
16 · Occupancy
total $191,901 · program services $176,928 · management and general $11,067 · fundraising $3,906
-
17 · Travel
total $138,390 · program services $134,284 · management and general $2,378 · fundraising $1,728
-
19 · Conferences, conventions and meetings
total $44,377 · program services $13,995 · management and general $26,400 · fundraising $3,982
-
22 · Depreciation, depletion and amortization
total $275,723 · program services $261,356 · management and general $10,426 · fundraising $3,941
-
23 · Insurance
total $143,302 · program services $133,072 · management and general $7,194 · fundraising $3,036
-
24a · Other expenses: PROGRAM EXPENSES
total $2,307,568 · program services $2,296,362 · management and general $11,986 · fundraising -$780
-
24b · Other expenses: VOLUNTEER EXPENSES
total $146,031 · program services $145,802 · management and general $229
-
24c · Other expenses: DUES & MEMBERSHIPS
total $38,834 · program services $38,498 · management and general $255 · fundraising $81
-
24d · Other expenses: PROGRAM EQUIPMENT
total $17,666 · program services $15,791 · management and general $1,823 · fundraising $52
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,308,123 · end of year $2,033,265
-
3 · Pledges and grants receivable
beginning of year $1,061,826 · end of year $898,380
-
4 · Accounts receivable
beginning of year $574,121 · end of year $411,554
-
8 · Inventories for sale or use
beginning of year $134,519 · end of year $141,287
-
9 · Prepaid expenses and deferred charges
beginning of year $12,716 · end of year $18,847
-
10a · Land, buildings and equipment: cost or other basis
$7,090,019
-
10b · Land, buildings and equipment: accumulated depreciation
$3,187,230
-
10c · Land, buildings and equipment, net
beginning of year $2,315,371 · end of year $3,902,789
-
12 · Investments: other securities
beginning of year $882,305 · end of year $1,041,432
-
15 · Other assets
beginning of year $4,622,470 · end of year $5,449,757
-
17 · Accounts payable and accrued expenses
beginning of year $1,461,979 · end of year $1,547,692
-
19 · Deferred revenue
beginning of year $137,952 · end of year $222,860
-
27 · Net assets without donor restrictions
beginning of year $7,243,468 · end of year $10,390,864
-
28 · Net assets with donor restrictions
beginning of year $3,068,052 · end of year $1,735,895
Mission and programs · 2023
Mission
THE MISSION OF MILESTONE SENIOR SERVICES IS TO PROVIDE OPTIONS THAT EMPOWER PEOPLE TO THRIVE IN THEIR COMMUNITY BY BEING THE LEADING AND TRUSTED COMMUNITY PROVIDER OF INNOVATIVE SERVICES TO SUPPORT INDIVIDUALS IN THEIR INDEPENDENCE WITH DIGNITY.
Activities or mission (Part I)
THE MISSION OF SENIOR SERVICES, INC., IS TO PROMOTE THE WELL-BEING OF ALL ELDERS, WITH SPECIAL COMMITMENTS TO THOSE WHO ARE MOST VULNERABLE. MILESTONE SENIOR SERVICES WILL PROVIDE LEADERSHIP IN THE DELIVERY, PROMOTION, AND COORDINATION OF COMMUNITY AND SOCIAL SERVICES. THE AGENCY WILL ACTIVELY ADVOCATE ON BEHALF OF ITS CLIENTS AND THE OLDER ADULT POPULATION. SENIOR SERVICES WILL WORK IN COLLABORATION WITH FAMILIES AND ORGANIZATIONS SHARING INTEREST IN ELDERS. ALL ACTIVITIES OF SENIOR SERVICES WILL REFLECT CONCERN FOR THE DIGNITY OF THE INDIVIDUAL AND WILL BE CONDUCTED IN A CARING, COMPASSIONATE WAY, DEMONSTRATING THE HIGHEST STANDARDS OF PROFESSIONAL EXCELLENCE.
-
MEDICAID WAIVER - THIS PROGRAM PROVIDES AN ALTERNATIVE TO NURSING HOME PLACEMENT OF MEDICALLY FRAIL ELDERLY AND DISABLED PERSONS, THEREBY ALLOWING THEM TO REMAIN IN THEIR OWN HOMES.
Expenses $10,484,054 · Grants $5,111 · Revenue $10,653,629
-
NUTRITION SERVICES MEALS - NUTRITIOUS MEALS ARE SERVED AT FRIENDSHIP CENTERS LOCATED THROUGHOUT SOUTHWEST MICHIGAN OR DELIVERED TO HOMEBOUND INDIVIDUAL'S HOMES. RECREATIONAL AND EDUCATIONAL ACTIVITIES ARE ALSO OFFERED TO SENIORS AT CENTERS IN SOUTHWEST MICHIGAN.
Expenses $4,765,872 · Revenue $2,709,804
-
IN HOME SUPPORT SERVICES HOME REPAIR ASSESSMENTS AND REPAIR OF HOMES, INCLUDING MINOR ROOFING, PLUMBING, AND BARRIER-FREE RENOVATIONS ARE OFFERED TO SENIORS IN ORDER TO KEEP PEOPLE IN A SAFE ENVIRONMENT. BEHAVIORAL HEALTH AND WELLNESS THIS PROGRAM SERVES ADULTS, AGE 55 OR OVER, WHO ARE AT IMMEDIATE RISK OF PSYCHIATRIC HOSPITALIZATION OR OUT-OF-HOME PLACEMENT DUE TO THE ONSET OF MENTAL ILLNESS OR CHRONIC MENTAL ILLNESS.OBRA/NURSING HOME MONITORING - NURSING HOME SCREENING AND ANNUAL REVIEW.RESPITE CARE - THIS PROGRAM PROVIDES A BREAK FROM THE RESPONSIBILITIES OF A CARE GIVER FOR A SPECIFIED BLOCK OF TIME. COOVER EMERGENCY FUND - THIS PROGRAM PROVIDES FOR THOSE PEOPLE IN THE COMMUNITY WITH EMERGENCY NEEDS WHO DON'T HAVE THE ABILITY TO PAY.
Expenses $2,228,038 · Revenue $1,451,209
-
VOLUNTEER OPPORTUNITIES - THE PROGRAM GIVES OLDER ADULTS A VARIETY OF VOLUNTEER, ENRICHMENT, EDUCATIONAL, SOCIAL, AND RECREATIONAL OPPORTUNITIES IN THE COMMUNITY. SENIOR COMPANION PROGRAM - THIS PROGRAM MATCHES LOW-INCOME SENIOR VOLUNTEERS WITH FRAIL, ELDERLY AND DEVELOPMENTALLY DISABLED "COMPANIONS". VOLUNTEERS PROVIDE 20 HOURS OF SERVICE PER WEEK AND RECEIVE A SMALL STIPEND.
Expenses $428,909 · Revenue $250
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Carrie NicholsonCARRIE NICHOLSON
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 2
-
Mindy AllwardtMINDY ALLWARDT
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Nichole AsherNICHOLE ASHER
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Nadina Williams-BarrettNADINA WILLIAMS-BARRETT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Dorothea HollowayDOROTHEA HOLLOWAY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Lisa AnspaughLISA ANSPAUGH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Betsy LoeksBETSY LOEKS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Wendy LawrenceWENDY LAWRENCE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Kara HoornKARA HOORN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
John SchuemannJOHN SCHUEMANN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Gary StaffordGARY STAFFORD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Karlissia MunnKARLISSIA MUNN
CONSUMER REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 2
-
Willie Mae BellWILLIE MAE BELL
CONSUMER REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 2
-
Denise KingDENISE KING
PATERNING AGENCY REPRESENT
- Total calculated
- $0
- Hours/week
- 2
-
Doreen GardnerDOREEN GARDNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Richard KlineRICHARD KLINE
CHIEF EXECUTIVE OFFICER
- Total calculated
- $221,632
- From this org
- $194,980
- From related orgs
- $0
- Other
- $26,652
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $194,980
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $26,652
- Filer's total
- $221,632
-
Anita GrivinsANITA GRIVINS
CHIEF FINANCIAL OFFICER
- Total calculated
- $195,323
- From this org
- $167,762
- From related orgs
- $0
- Other
- $27,561
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $167,762
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $27,561
- Filer's total
- $195,323
-
Corinne BradleyCORINNE BRADLEY
CHIEF OPERATIONS OFFICER
- Total calculated
- $167,185
- From this org
- $160,549
- From related orgs
- $0
- Other
- $6,636
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $160,549
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $6,636
- Filer's total
- $167,185
-
Ruben Osorio-SandersRUBEN OSORIO-SANDERS
DIRECTOR OF SUPPORT SERVICES
- Total calculated
- $129,563
- From this org
- $107,766
- From related orgs
- $0
- Other
- $21,797
- Hours/week
- 40
-
Cassandra StewartCASSANDRA STEWART
DIRECTOR OF FUND DEVELOPMENT
- Total calculated
- $111,880
- From this org
- $101,423
- From related orgs
- $0
- Other
- $10,457
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 16 July 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541989349300539
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