Totals
- Total revenue
- $2,262,904
- Total expenses
- $2,497,779
- Contributions and grants received
- $1,468,655
- Grants paid
- $0
- Program service revenue
- $794,249
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $512,219
- Total liabilities, end of year
- $55,041
- Net assets or fund balances, end of year
- $457,178
- Program services expenses (Part IX)
- $2,493,445
- Management and general expenses
- $4,334
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,493,445
Program services were 99.8% 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)
$1,450,239
-
1f · All other contributions, gifts and grants
$18,416
-
2a · Program service revenue: DEFERRED EXPENSES
total $21,301 · related or exempt $21,301
-
2f · All other program service revenue
total $772,948 · related or exempt $772,948
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $62,340 · program services $62,340
-
7 · Other salaries and wages
total $180,376 · program services $180,376
-
8 · Pension plan contributions
total $4,594 · program services $4,594
-
9 · Other employee benefits
total $46,271 · program services $46,271
-
10 · Payroll taxes
total $10,727 · program services $10,727
-
11b · Fees: legal
total $3,539 · management and general $3,539
-
11c · Fees: accounting
total $795 · management and general $795
-
12 · Advertising and promotion
total $4,213 · program services $4,213
-
13 · Office expenses
total $6,774 · program services $6,774
-
16 · Occupancy
total $39,400 · program services $39,400
-
17 · Travel
total $5,980 · program services $5,980
-
23 · Insurance
total $5,630 · program services $5,630
-
24a · Other expenses: CONTRACT OBLIGATIONS
total $1,493,651 · program services $1,493,651
-
24b · Other expenses: ALL OTHER EXPENSES
total $592,887 · program services $592,887
-
24c · Other expenses: EQUIPMENT
total $28,837 · program services $28,837
-
24d · Other expenses: UTILITIES
total $6,652 · program services $6,652
-
24e · All other expenses
total $5,113 · program services $5,113
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $364,313 · end of year $477,736
-
2 · Savings and temporary cash investments
beginning of year $4,245 · end of year $4,245
-
4 · Accounts receivable
beginning of year $14,716 · end of year $14,716
-
9 · Prepaid expenses and deferred charges
beginning of year $8,343 · end of year $8,343
-
10a · Land, buildings and equipment: cost or other basis
$11,899
-
10b · Land, buildings and equipment: accumulated depreciation
$4,720
-
10c · Land, buildings and equipment, net
beginning of year $7,179 · end of year $7,179
-
17 · Accounts payable and accrued expenses
beginning of year $15,483 · end of year $15,483
-
19 · Deferred revenue
beginning of year $32,480 · end of year $32,480
-
25 · Other liabilities
beginning of year $13,592 · end of year $7,078
-
27 · Net assets without donor restrictions
beginning of year $151,280 · end of year $162,478
-
28 · Net assets with donor restrictions
beginning of year $185,961 · end of year $294,700
Mission and programs · 2024
Mission
THE MISSION OF THE AREA V AGENCY ON AGING IS TO PLAN, COORDINATE AND IMPLEMENT PROGRAMS OUTLINED UNDER THE OLDER AMERICANS ACT OF 1965 AS AMENDED AND THE MONTANA OLDER AMERICANS ACT OF 1972 AS AMENDED, WITHIN A SIX COUNTY SERVICE AREA IN SOUTHWEST MONTANA. AS AN ADULT AND DISABILITY RESOURCE CENTER THE AGENCY STRIVES TO BE THE FOCUL POINT FOR ALL SENIORS ANS ADULTS WITH A DISABILITY TO BE ABLE TO ACCESS AVAILABLE SERVICES IN THE AREA THROUGH DIRECT SUPPORT, REFERRALS AND APPLICATION ASSISTANCE.
-
NUTRITION: CONGREGATE MEALS, HOME DELIVERED MEALS AND COMMODITY SUPPLEMENTAL FOOD PROGRAM.
Expenses $391,791 · Revenue $437,425
-
SERVICES FOR ELDERLS AND ADULTS WITH A DISABILITYHOMEMAKER PROGRAMHEALTH SCREENING AND HEALTH PROMOTIONCAREGIVER SERVICESOUTREACHTRANSPORTATIONSENIOR CENTER ACTIVITIESINFORMATION AND ASSISTANCESTATE HEALTH INSURANCE ASSISTANCE PROGRAMSMP
Expenses $1,097,526 · Revenue $1,101,860
-
AREA V AGENCY ADMINISTRATION AND AREA WIDE SERVICESADULT AND DISABILITY RESOURCE CENTER OVERSIGHT OF CONTRACTED SERVICES
Expenses $1,004,128 · Revenue $723,619
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
JOE GILLBOY
EXECUTIVE DIRECTOR
- Total calculated
- $62,340
- From this org
- $62,340
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
DAN SAGER
CHAIR
- Total calculated
- $0
- Hours/week
- 0
-
RON NYE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0
-
RENEE MCLURE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
DEBBIE PIERCE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
JIM CARPITA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 17 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503219349319090
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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