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← MISSOULA AREA AGENCY ON AGING

Form 990 for tax year 2024

Filed by MISSOULA AREA AGENCY ON AGING.

Totals

Total revenue
$6,852,215
Total expenses
$6,117,343
Contributions and grants received
$5,463,518
Grants paid
$727,719
Program service revenue
$1,122,464
Investment income
$266,233
Other revenue
$0
Total assets, end of year
$9,623,224
Total liabilities, end of year
$574,044
Net assets or fund balances, end of year
$9,049,180
Program services expenses (Part IX)
$4,767,554
Management and general expenses
$955,900
Fundraising expenses
$393,889
Program service expenses (Part III)
$4,767,554

Program services were 77.9% 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)

    $4,426,611

  • 1f · All other contributions, gifts and grants

    $1,036,907

  • 2a · Program service revenue: IN-HOME SERVICES

    total $838,299 · related or exempt $838,299

  • 2b · Program service revenue: COMMUNITY PROGRAMS

    total $237,323 · related or exempt $237,323

  • 2c · Program service revenue: RESOURCE CENTER

    total $46,842 · related or exempt $46,842

  • 3 · Investment income

    total $185,233 · excluded $185,233

  • 7a · Gross sales of assets other than inventory

    other assets $242,479

  • 7b · Less cost or other basis and sales expenses

    other assets $161,479

  • 7c · Gain or loss

    other assets $81,000

  • 7d · Net gain or loss

    total $81,000 · related or exempt $81,000

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $727,719 · program services $727,719

  • 5 · Compensation of officers, directors and key employees

    total $280,423 · program services $226,737 · management and general $36,591 · fundraising $17,095

  • 7 · Other salaries and wages

    total $2,439,374 · program services $2,030,911 · management and general $268,625 · fundraising $139,838

  • 8 · Pension plan contributions

    total $124,467 · program services $77,961 · management and general $35,932 · fundraising $10,574

  • 9 · Other employee benefits

    total $355,397 · program services $219,831 · management and general $102,767 · fundraising $32,799

  • 10 · Payroll taxes

    total $280,713 · program services $137,761 · management and general $120,874 · fundraising $22,078

  • 11b · Fees: legal

    total $32,967 · program services $500 · management and general $32,467

  • 11c · Fees: accounting

    total $25,249 · management and general $25,249

  • 11g · Fees: other

    total $306,973 · program services $254,575 · management and general $30,419 · fundraising $21,979

  • 12 · Advertising and promotion

    total $121,975 · program services $78,142 · management and general $92 · fundraising $43,741

  • 13 · Office expenses

    total $134,303 · program services $57,244 · management and general $44,486 · fundraising $32,573

  • 14 · Information technology

    total $116,522 · program services $81,326 · management and general $26,876 · fundraising $8,320

  • 16 · Occupancy

    total $71,962 · program services $4,762 · management and general $65,625 · fundraising $1,575

  • 17 · Travel

    total $75,322 · program services $46,581 · management and general $20,347 · fundraising $8,394

  • 22 · Depreciation, depletion and amortization

    total $77,019 · program services $43,130 · management and general $27,727 · fundraising $6,162

  • 23 · Insurance

    total $40,352 · management and general $40,352

  • 24a · Other expenses: MEALS & FOOD

    total $707,155 · program services $698,597 · management and general $6,052 · fundraising $2,506

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $115,998 · program services $32,043 · management and general $39,087 · fundraising $44,868

  • 24c · Other expenses: VOLUNTEER EXPENSES

    total $32,043 · program services $28,596 · management and general $3,406 · fundraising $41

  • 24d · Other expenses: REPAIRS AND MAINTENANCE

    total $22,031 · program services $363 · management and general $21,668

  • 24e · All other expenses

    total $29,379 · program services $20,775 · management and general $7,258 · fundraising $1,346

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,670,470 · end of year $1,357,681

  • 3 · Pledges and grants receivable

    beginning of year $1,049,686 · end of year $1,020,156

  • 4 · Accounts receivable

    beginning of year $487,608 · end of year $532,396

  • 9 · Prepaid expenses and deferred charges

    beginning of year $42,362 · end of year $868

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

    $2,442,582

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

    $1,387,235

  • 10c · Land, buildings and equipment, net

    beginning of year $1,132,366 · end of year $1,055,347

  • 11 · Investments: publicly traded securities

    beginning of year $4,264,133 · end of year $5,625,015

  • 15 · Other assets

    beginning of year $3,611,316 · end of year $31,761

  • 17 · Accounts payable and accrued expenses

    beginning of year $527,323 · end of year $542,283

  • 25 · Other liabilities

    beginning of year $3,611,316 · end of year $31,761

  • 27 · Net assets without donor restrictions

    beginning of year $6,324,063 · end of year $7,060,533

  • 28 · Net assets with donor restrictions

    beginning of year $1,795,239 · end of year $1,988,647

Mission and programs · 2024

Mission

MISSOULA AGING SERVICES PROMOTES THE INDEPENDENCE, DIGNITY, AND HEALTH OF OLDER ADULTS AND THOSE THAT CARE FOR THEM THROUGH ADVOCACY, EDUCATION, SERVICES, AND VOLUNTEER OPPORTUNITIES.

Activities or mission (Part I)

TO PROMOTE THE INDEPENDENCE, DIGNITY AND HEALTH OF OLDER ADULTS AND THOSE WHO CARE FOR THEM.

  • COMMUNITY PROGRAMS:MEALS ON WHEELS SERVES HOUSEBOUND OLDER ADULTS AND PEOPLE WITH DISABILITIES THROUGHOUT ALL OF MISSOULA COUNTY. LIQUID NUTRITION (ENSURE) IS PROVIDED AT COST. A TOTAL OF 103,560 HOME DELIVERED MEALS WERE PROVIDED TO 641 INDIVIDUALS IN FISCAL YEAR 2025, COMPARED TO 123,637 MEALS PROVIDED TO 691 INDIVIDUALS IN FISCAL YEAR 2024.CONGREGATE DINING PROGRAMS (ALSO KNOWN AS COMMUNITY LUNCH PROGRAMS) PROVIDE OLDER ADULTS THE OPPORTUNITY TO SHARE WEEKDAY MEALS IN A SOCIAL ATMOSPHERE AT THE SENIOR CENTERS AND OTHER MEAL SITES IN MISSOULA COUNTY (MISSOULA, SEELEY LAKE, BONNER AND LOLO). A TOTAL OF 26,521 MEALS WERE SERVED TO 738 INDIVIDUALS IN FISCAL YEAR 2025, COMPARED TO 31,833 MEALS SERVED TO 990 INDIVIDUALS IN FISCAL YEAR 2024.THE VOLUNTEER SERVICES PROGRAM OFFERS OLDER ADULTS A WIDE RANGE OF VOLUNTEER OPPORTUNITIES WITHIN MAS, INCLUDING MEALS ON WHEELS DRIVERS, CARING COMPANIONS, AND RESOURCE VOLUNTEERS, AND ALSO HELPS OLDER ADULTS CONNECT WITH COMMUNITY PARTNERS TO FIND THE VOLUNTEER EXPERIENCE THAT BEST FITS THEIR INTERESTS AND SKILLS. IN FISCAL YEAR 2025, APPROXIMATELY 182 VOLUNTEERS SUPPORTED THE MAS MISSION, PROVIDING 21,882 HOURS OF SERVICE.EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS OFFERED 16 CLASSES FOR 104 PARTICIPANTS IN FISCAL YEAR 2025. THREE COMMUNITY CONVERSATIONS ON AGING, IN WHICH A TOTAL OF 50 PEOPLE PARTICIPATED, WERE ALSO HELD IN FISCAL YEAR 2025.

    Expenses $2,291,561 · Grants $565,069 · Revenue $318,323

  • INFORMATION AND ASSISTANCE:THE RESOURCE CENTER PROVIDES INFORMATION, ASSISTANCE, AND ONE-ON-ONE CONSULTATION REGARDING AGING SERVICES TO OLDER ADULTS AND THEIR CAREGIVERS, INCLUDING ADULT CHILDREN SEEKING LOCAL REFERRALS FROM A DISTANCE. COMMON TOPICS INCLUDE LONG-TERM CARE, ESTATE PLANNING, MEDICARE AND MEDICAID, AND HOMEOWNER/RENTER TAX CREDITS. RESOURCE STAFF ALSO PROVIDE OLDER ADULTS WITH FREE BENEFITS SCREENINGS TO DETERMINE WHAT COST-SAVING BENEFITS THEY MAY BE ELIGIBLE FOR, AND THEN ASSIST INDIVIDUALS TO COMPLETE, SUBMIT, AND TRACK APPLICATIONS. IN FISCAL YEAR 2025, STAFF ANSWERED 27,481 CALLS AND HELPED 4,098 CLIENTS, COMPARED TO 22,705 CALLS AND 4,230 CLIENTS IN FISCAL YEAR 2024.THE MONEY MANAGEMENT PROGRAM HELPS OLDER ADULTS AND OTHER AT-RISK INDIVIDUALS MANAGE THEIR PERSONAL FINANCIAL AFFAIRS THROUGH SERVING AS A REPRESENTATIVE PAYEE, PROVIDING BILL PAYMENT SERVICES, HELPING WITH BUDGETS, AND ADVOCATING TO PREVENT FINANCIAL EXPLOITATION OR ABUSE. IN FISCAL YEAR 2025, THIS PROGRAM SERVED 40 CLIENTS COMPARED TO 40 IN FISCAL YEAR 2024.MONTANA SMP (SENIOR MEDICARE PATROL) FUNDED BY THE ADMINISTRATION ON AGING, IS A STATEWIDE PROGRAM WHICH UTILIZES TRAINED VOLUNTEERS TO HELP REDUCE MEDICARE AND MEDICAID WASTE, FRAUD, AND ABUSE. IN FISCAL YEAR 2025, MONTANA SMP EDUCATED APPROXIMATELY 13,000 MEDICARE BENEFICIARIES COMPARED TO 14,044 BENEFICIARIES IN FISCAL YEAR 2024. THE OMBUDSMAN PROGRAM ADVOCATES FOR RESIDENTS LIVING IN LONG-TERM CARE FACILITIES BY HELPING THEM UNDERSTAND AND EXERCISE THEIR RIGHT TO GOOD CARE. OMBUDSMEN ARE IMPARTIAL MEDIATORS WHO INVESTIGATE RESIDENT CONCERNS AND PROVIDE INFORMATION, SUGGEST SOLUTIONS, AND PRESS FOR IMPROVEMENTS ON BEHALF OF RESIDENTS. IN FISCAL YEAR 2025, OMBUDSMAN MADE 2,809 CONTACTS WITH RESIDENTS IN NURSING HOMES AND ASSISTED LIVING FACILITIES COMPARED TO 2,750 CONTACTS MADE IN FISCAL YEAR 2024.

    Expenses $1,264,329 · Grants $162,650 · Revenue $46,842

  • IN-HOME SERVICES:IN-HOME SUPPORT SERVICES STAFF, CALLED CLIENT SUPPORT SPECIALISTS, HELP OLDER ADULTS AGE AT HOME SAFELY AND COMFORTABLY AND GIVE PRIMARY CAREGIVERS THE OPPORTUNITY TO TAKE TIME FOR THEMSELVES. IN FISCAL YEAR 2025, MAS PROVIDED 2,444 HOURS OF IN-HOME SUPPORT SERVICES TO 66 CLIENTS. THIS COMPARES TO 2,626 HOURS OF CARE FOR 46 CLIENTS IN FISCAL YEAR 2024.THE CARING COMPANION PROGRAM MATCHES VOLUNTEERS WITH OLDER ADULT CLIENTS TO REDUCE SOCIAL ISOLATION AND LONELINESS. THIRTY-TWO (32) CLIENTS WERE MATCHED WITH COMPANIONS, AND VOLUNTEERS SERVED 1,757 HOURS IN FISCAL YEAR 2025.THE VETERAN DIRECTED CARE PROGRAM EMPOWERS QUALIFYING VETERANS TO HIRE, EMPLOY AND SUPERVISE PERSONAL CARE ATTENDANTS TO HELP WITH DAILY NEEDS IN SUPPORT OF INDEPENDENCE. MAS CARE COORDINATORS ASSIST VETERANS TO DEVELOP AND IMPLEMENT CARE PLANS TO MEET THEIR PERSONAL NEEDS. IN FISCAL YEAR 2025, 112 VETERANS WERE SERVED COMPARED TO 102 VETERANS IN FISCAL YEAR 2024.CARE MANAGEMENT PROGRAM STAFF ASSIST OLDER ADULTS WITH COMPLEX NEEDS TO NAVIGATE AND ACCESS HEALTH AND SOCIAL CARE SYSTEMS TO SUPPORT SAFETY, INDEPENDENCE, AND QUALITY OF LIFE. IN FISCAL YEAR 2025, THE PROGRAM SERVED 52 CLIENTS, THE MAJORITY OF WHICH ARE INDIVIDUALS LIVING WITH MEMORY LOSS OR DEMENTIA. THIS COMPARES TO 64 CLIENTS SERVED IN FISCAL YEAR 2024.THE FAMILY CAREGIVER SUPPORT PROGRAM ASSISTS ADULT FAMILY MEMBERS AND OTHER INFORMAL PROVIDERS OF IN-HOME CARE TO OLDER ADULTS. STAFF CONNECT CAREGIVERS AND THEIR LOVED ONES TO MAS SERVICES, SUCH IN-HOME SERVICES, CARING COMPANIONS, AND RESPITE (WHICH PROVIDES CAREGIVERS TEMPORARY RELIEF FROM CAREGIVING RESPONSIBILITIES). CAREGIVERS CAN ALSO PARTICIPATE IN ONGOING SUPPORT GROUPS OR TAKE A POWERFUL TOOLS FOR CAREGIVERS CLASS. IN FISCAL YEAR 2025, MAS SUPPORTED 75 FAMILY CAREGIVERS COMPARED TO 82 IN FISCAL YEAR 2024.THE HOME MODIFICATION PROGRAM PROVIDES OLDER ADULTS (HOMEOWNERS AND RENTERS) WITH AFFORDABLE ASSISTANCE WITH MINOR HOME MODIFICATIONS AND REPAIRS TO IMPROVE ACCESSIBILITY AND ADDRESS SAFETY CONCERNS. PROJECTS INCLUDE INSTALLATION OF GRAB BARS AND ACCESSIBLE BATHROOM FIXTURES, SAFETY LATCHES AND ACCESSIBLE HANDLES, HAND RAILINGS, SMOKE/O2 DETECTORS, WEATHERIZATION, LIGHT FIXTURE REPLACEMENTS, DRYWALL PATCHING, ETC.

    Expenses $1,211,664 · Revenue $838,299

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • GAYLE HUDGINS

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • TOM WOZNIAK

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • KIM MCKELVEY

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • JAMES MCKAY

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • KRISTIN PAGE-NEI

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • AMBER RODGERS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MISSY HAIDLE

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DEB LAWTON

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GREG OLIVER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ROBERTA SMITH

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CYNTHIA RADEMACHER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JUANITA VERO

    MEMBER

    Total calculated
    $108,062
    From this org
    $0
    From related orgs
    $108,062
    Other
    $0
    Hours/week
    1 + 40 related

  • STUART STRAHL

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KRISTEN JORDAN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LISA SHEPPARD

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $153,639
    From this org
    $139,181
    From related orgs
    $0
    Other
    $14,458
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,181
    Bonus
    $0
    Other
    $0
    Deferred
    $6,375
    Nontaxable benefits
    $8,083
    Filer's total
    $153,639

  • GINNY HOLLAND

    CHIEF FINANCIAL OFFICER

    Total calculated
    $126,783
    From this org
    $109,312
    From related orgs
    $0
    Other
    $17,471
    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 · Written employment contract
  • 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

  • RAVALLI COUNTY COUNCIL ON AGING

    $0

    DEVELOPMENT AND MAINTENANCE OF A COMPREHENSIVE AND COORDINATED SERVICE DELIVERY SYSTEM FOR SUPPORTIVE, NUTRITION, INFORMATION, CAREGIVER AND ADVOCACY SERVICES TO OLDER INDIVIDUALS IN ACCORDANCE WITH THE OLDER AMERICANS ACT. ADDDITIONALLY, STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE. DEVELOP HOME AND COMMUNITY BASED SERVICES FOR PEOPLE WITH ALZHEIMERS AND DEMENTIA AND THEIR CAREGIVERS.

  • AREA II AGENCY ON AGING

    $0

    STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE.

  • NORTH CENTRAL AREA III AGENCY ON AGING

    $0

    STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE.

  • AREA VI AGENCY ON AGING

    $0

    STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE.

  • AREA VIII AGENCY ON AGING

    $0

    STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE.

  • AREA V AGENCY ON AGING

    $0

    STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE.

  • AREA IX AGENCY ON AGING

    $0

    STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE.

  • RSVP OF SOUTHWEST MONTANA

    $0

    STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE.

  • ROCKY MOUNTAIN DEVELOPMENT COUNCIL

    $0

    STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE.

  • ACTION FOR EASTERN MONTANA

    $0

    STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE.

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • 406 FINANCIAL SERVICES LLC

    PROMOTE THE INDEPENDENCE, DIGNITY, AND HEALTH OF ADULTS · MT · income $183,666 · assets $0

    Directly controlled by MISSOULA AREA AGENCY ON AGING

Provenance

Return type
form_990
Tax year
2024
Filed
24 November 2025
IRS schema version
2024v5.2
Source object
202523399349300522

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