TY 2018 Form 990 Schedule O

efile Public Visual Render ObjectId: 202020629349300537 - Submission: 2020-03-02 TIN: 36-2769801

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
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Attach to Form 990 or 990-EZ.
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Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

Name of the organization

MILESTONE INC

Employer identification number

36-2769801

Return Reference	Explanation
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 12	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.
FORM 990, PART IX, LINE 11G	CONSULTANT FEE: PROGRAM SERVICE EXPENSES 216,982. MANAGEMENT AND GENERAL EXPENSES 1,110. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 218,092. MEDICAL DIRECTOR FEE: PROGRAM SERVICE EXPENSES 38,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,250. MEDICAID PROVIDER PARTICIPATION FEE: PROGRAM SERVICE EXPENSES 601,239. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 601,239. PENSION PLAN ADMIN FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 12,180. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,180.
FORM 990, PART XI, LINE 9:	LIFE INSURANCE CSV INCREASE 15,885. DEFERRED COMPENSATION 20,000.
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, MRV FOUNDATION	MILESTONE ROCVALE FOUNDATION HOLDS ASSETS RESTRICTED TO MERIT BONUSES FOR MILESTONE, INC'S DIRECT CARE EMPLOYEES AND CLIENT WELFARE. INFORMATION REGARDING THESE ASSETS IS NOT INCLUDED ON THIS RETURN, BUT SHOULD BE REFLECTED AND IDENTIFIED ON MILESTONE ROCVALE FOUNDATION'S RETURN.

Return Reference

Explanation

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 12

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.

FORM 990, PART IX, LINE 11G

CONSULTANT FEE: PROGRAM SERVICE EXPENSES 216,982. MANAGEMENT AND GENERAL EXPENSES 1,110. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 218,092. MEDICAL DIRECTOR FEE: PROGRAM SERVICE EXPENSES 38,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,250. MEDICAID PROVIDER PARTICIPATION FEE: PROGRAM SERVICE EXPENSES 601,239. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 601,239. PENSION PLAN ADMIN FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 12,180. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,180.

FORM 990, PART XI, LINE 9:

LIFE INSURANCE CSV INCREASE 15,885. DEFERRED COMPENSATION 20,000.

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, MRV FOUNDATION

MILESTONE ROCVALE FOUNDATION HOLDS ASSETS RESTRICTED TO MERIT BONUSES FOR MILESTONE, INC'S DIRECT CARE EMPLOYEES AND CLIENT WELFARE. INFORMATION REGARDING THESE ASSETS IS NOT INCLUDED ON THIS RETURN, BUT SHOULD BE REFLECTED AND IDENTIFIED ON MILESTONE ROCVALE FOUNDATION'S RETURN.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2018

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