Skip to content
Nonprofiteer
← WESTERN MONTANA AREA VI AGENCY ON AGING

Form 990 for tax year 2022

Filed by WESTERN MONTANA AREA VI AGENCY ON AGING.

Totals

Total revenue
$3,297,445
Total expenses
$2,542,711
Contributions and grants received
$3,297,445
Grants paid
$1,079,659
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$3,052,073
Total liabilities, end of year
$795,800
Net assets or fund balances, end of year
$2,256,273
Program services expenses (Part IX)
$2,189,240
Management and general expenses
$353,471
Fundraising expenses
$0
Program service expenses (Part III)
$2,189,240

Program services were 86.1% 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.

  • 1e · Government grants (contributions)

    $3,294,249

  • 1f · All other contributions, gifts and grants

    $3,196

  • 3 · Investment income

    total $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,079,659 · program services $1,079,659

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $214,571 · program services $107,287 · management and general $107,284

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $695,898 · program services $531,685 · management and general $164,213

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $119,493 · program services $96,749 · management and general $22,744

  • 10 · Payroll taxes

    total $65,996 · program services $46,917 · management and general $19,079

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $13,501 · program services $11,624 · management and general $1,877

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $137,187 · program services $130,247 · management and general $6,940

  • 12 · Advertising and promotion

    total $7,126 · program services $6,135 · management and general $991

  • 13 · Office expenses

    total $9,482 · program services $6,195 · management and general $3,287

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $48,656 · program services $40,901 · management and general $7,755

  • 17 · Travel

    total $83,080 · program services $76,601 · management and general $6,479

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $12,837 · program services $8,087 · management and general $4,750

  • 24a · Other expenses: COMMUNICATIONS

    total $29,036 · program services $27,496 · management and general $1,540

  • 24b · Other expenses: OTHER

    total $9,315 · program services $7,276 · management and general $2,039

  • 24c · Other expenses: MEMBERSHIP DUES & SUBSCRIPTION

    total $8,502 · program services $7,320 · management and general $1,182

  • 24d · Other expenses: Training

    total $4,409 · program services $2,194 · management and general $2,215

  • 24e · All other expenses

    total $3,963 · program services $2,867 · management and general $1,096

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,270,628 · end of year $789,493

  • 2 · Savings and temporary cash investments

    beginning of year $210,592 · end of year $903,088

  • 3 · Pledges and grants receivable

    beginning of year $177,209 · end of year $0

  • 4 · Accounts receivable

    beginning of year $815,890 · end of year $905,169

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $11,080 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $15,390

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,083

  • 10c · Land, buildings and equipment, net

    beginning of year $11,041 · end of year $14,307

  • 11 · Investments: publicly traded securities

    beginning of year $457,307 · end of year $440,015

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $1

  • 17 · Accounts payable and accrued expenses

    beginning of year $330,008 · end of year $128,222

  • 19 · Deferred revenue

    beginning of year $1,017,187 · end of year $667,578

  • 27 · Net assets without donor restrictions

    beginning of year $1,606,552 · end of year $2,256,273

Mission and programs · 2022

Mission

The older American act intends that the area agency on aging shall be the leader relative to all aging issuers on behalf of all older persons in the planning and service area. This means that the area agency shall proactively carry out, under the leadership and direction of the state agency, a wide range of functions related to advocacy, planning, coordination, inter-agency linkages, information sharing, brokering, monitoring and evolution, designed to lead to the development or enhancement of comprehensive and coordinated community based systems in, or serving, each community in the planning and service area. These systems shall be designed to assist older person in leading independent, meaningful and dignified lives in their own homes and communities as long as possible.

  • Nutrition services - provides education, training, and resources allowing individuals and families to obtain and prepare quality, nutritional meals. Services include both congregate meal settings (66,010 meals served in FY23) and home delivered meals (45,338 meals served in FY23).

    Expenses $897,245 · Grants $879,233

  • Information, referral, and assistance - provides a link between people in need with the appropriate services for their unique situations. State certified technicians maintain databases of service providers and local resource information including social and health services, Medicare/Medicaid assistance, legal services and utility, meals and other direct assistance. The program had 2,129 contacts with seniors in FY23.

    Expenses $586,191 · Grants $95,164

  • Veterans direct home community based services - providing in-home care to veterans referred by the veterans administration. Service coordinators provide assessment and assist the veteran employer with self-directing their care needs in their home through assisting them with managing their monthly service plan and budget, hiring and scheduling staff to meet their needs and avoiding institutional care.

    Expenses $456,964

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • VALERIE DYKSTRA

    OUTGOING FISCAL

    Total calculated
    $77,555
    From this org
    $65,869
    From related orgs
    $0
    Other
    $11,686
    Hours/week
    40

  • TODD WOOD

    OUTGOING ED

    Total calculated
    $74,416
    From this org
    $59,531
    From related orgs
    $0
    Other
    $14,885
    Hours/week
    40

  • ALMA LUCAS

    FISCAL OFFICER

    Total calculated
    $54,500
    From this org
    $45,254
    From related orgs
    $0
    Other
    $9,246
    Hours/week
    40

  • LORI THIBODEAU-SEAY

    Executive Dir.

    Total calculated
    $26,155
    From this org
    $22,702
    From related orgs
    $0
    Other
    $3,453
    Hours/week
    40

  • STEVE STANLEY

    President

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL PIERRE

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • FAYELLEN PETERSON

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOAN CUFFEE

    Vice President

    Total calculated
    $0
    Hours/week
    1

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.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202411369349306661

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.