DAVENPORT, IA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)MILESTONES AREA AGENCY ON AGING, founded in 1988, is a community nonprofit in the Human Services sector that reported $5.9M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $5.5M left a modest 7% surplus.
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.
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...
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.
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...
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.
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...
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.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $5,852,565 | $5,259,955 | +0.1% |
| Expenses | $5,470,993 | $6,480,605 | -0.2% |
| Net Income | $381,572 | $-1,220,650 | -1.3% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| TERRY WILSON | BOARD CHAIR | 1.50 |
Officer
Director
|
$0 | $0 | $0 |
| PEGGY FISCHER | VICE CHAIR | 0.50 |
Officer
Director
|
$0 | $0 | $0 |
| STEPHEN SWISHER | SECRETARY/TREASURER | 0.50 |
Officer
Director
|
$0 | $0 | $0 |
| JULIE SCHILLING | DIRECTOR | 0.50 |
Director
|
$0 | $0 | $0 |
| SHARI WILSON | DIRECTOR | 0.50 |
Director
|
$0 | $0 | $0 |
| SUSAN LEUTHAUSER | DIRECTOR | 0.50 |
Director
|
$0 | $0 | $0 |
| CAROL EARNHARDT | DIRECTOR | 0.50 |
Director
|
$0 | $0 | $0 |
| BECKY PASSMAN | EXECUTIVE DIRECTOR (END 1/26) | 40.00 |
Officer
|
$78,563 | $20,176 | $98,739 |
| STEPHANIE NEWTON | FISCAL OFFICER | 40.00 |
Officer
|
$62,774 | $16,739 | $79,513 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $5,852,565 | $5,470,993 | $1,223,544 | $381,572 |
| 2024 | $5,259,955 | $6,480,605 | $560,635 | $-1,220,650 |
| 2023 | $7,183,935 | $7,292,405 | $1,230,462 | $-108,470 |
| 2022 | $6,079,720 | $6,564,103 | $1,658,440 | $-484,383 |
| 2021 | $6,004,219 | $5,708,560 | $2,561,331 | $295,659 |
| 2020 | $5,620,864 | $5,549,026 | $1,759,348 | $71,838 |
| 2019 | $5,493,337 | $5,517,473 | $1,352,994 | $-24,136 |
| 2018 | $6,143,930 | $6,396,093 | $1,353,413 | $-252,163 |
Compare MILESTONES AREA AGENCY ON AGING with other nonprofits in Iowa and across the country.