Form 990 for tax year 2022

Filed by RAVALLI COUNTY COUNCIL ON AGING.

Totals

Total revenue: $1,721,505
Total expenses: $1,589,978
Contributions and grants received: $1,317,773
Grants paid: $0
Program service revenue: $393,254
Investment income: $2,528
Other revenue: $7,950
Total assets, end of year: $4,397,930
Total liabilities, end of year: $806,635
Net assets or fund balances, end of year: $3,591,295
Program services expenses (Part IX): $1,382,511
Management and general expenses: $207,192
Fundraising expenses: $275
Program service expenses (Part III): $1,382,511

Program services were 87.0% 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)

$1,282,101
1f · All other contributions, gifts and grants

$35,672
1g · Noncash contributions included above

$80,749
2a · Program service revenue: HUMAN SERVICES

total $228,519 · related or exempt $228,519
2b · Program service revenue: NUTRITION

total $82,520 · related or exempt $82,520
2c · Program service revenue: TRANSPORTATION

total $28,647 · related or exempt $28,647
2d · Program service revenue: HOMEMAKER

total $10,687 · related or exempt $10,687
2f · All other program service revenue

total $42,881 · related or exempt $42,881
3 · Investment income

total $2,528 · excluded $2,528
11a · Other revenue: MISCELLANEOUS

total $7,950 · excluded $7,950
11e · Other revenue, total

$7,950

Functional expenses

Part IX, the statement of functional expenses.

5 · Compensation of officers, directors and key employees

total $61,268 · program services $48,769 · management and general $12,499
7 · Other salaries and wages

total $629,290 · program services $500,697 · management and general $128,593
9 · Other employee benefits

total $115,682 · program services $92,090 · management and general $23,592
10 · Payroll taxes

total $65,162 · program services $50,116 · management and general $15,046
11b · Fees: legal

total $1,405 · program services $1,405
11c · Fees: accounting

total $2,499 · program services $2,010 · management and general $489
11g · Fees: other

total $32,665 · program services $6,168 · management and general $26,497
12 · Advertising and promotion

total $6,998 · program services $6,220 · management and general $778
13 · Office expenses

total $32,524 · program services $27,958 · management and general $4,566
14 · Information technology

total $13,516 · program services $10,610 · management and general $2,906
16 · Occupancy

total $48,956 · program services $42,948 · management and general $6,008
17 · Travel

total $43,091 · program services $41,435 · management and general $1,656
19 · Conferences, conventions and meetings

total $391 · program services $212 · management and general $179
22 · Depreciation, depletion and amortization

total $74,303 · program services $11,584 · management and general $62,719
23 · Insurance

total $7,528 · program services $7,528
24a · Other expenses: MEALS AND FOOD

total $268,929 · program services $268,929
24b · Other expenses: INDIRECT COSTS

total $102,045 · program services $102,045
24c · Other expenses: EMERGENCY RESPONSE

total $79,679 · program services $79,679
24d · Other expenses: MISCELLANEOUS

total $77,663 · program services $77,663
24e · All other expenses

total -$73,616 · program services $4,445 · management and general -$78,336 · fundraising $275

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $873,032 · end of year $603,295
2 · Savings and temporary cash investments

beginning of year $994,401 · end of year $1,385,389
3 · Pledges and grants receivable

beginning of year $120,404 · end of year $121,745
9 · Prepaid expenses and deferred charges

beginning of year $7,528 · end of year $0
10a · Land, buildings and equipment: cost or other basis

$3,303,652
10b · Land, buildings and equipment: accumulated depreciation

$1,041,031
10c · Land, buildings and equipment, net

beginning of year $2,907,790 · end of year $2,262,621
11 · Investments: publicly traded securities

end of year $24,880
17 · Accounts payable and accrued expenses

beginning of year $864,207 · end of year $237,963
19 · Deferred revenue

beginning of year $118,902 · end of year $208,394
23 · Secured mortgages and notes payable

beginning of year $460,278 · end of year $360,278
27 · Net assets without donor restrictions

beginning of year $3,459,768 · end of year $3,591,295

Mission and programs · 2022

Mission

RAVALLI COUNTY COUNCIL ON AGING ASSISTS OLDER RESIDENTS, ADULTS WITH PHYSICAL DISABILITIES, THEIR FAMILIES AND CAREGIVERS BY PROMOTING INDEPENDENCE AND DIGNITY, PROVIDING OPPORTUNITIES FOR SENIORS TO MAKE A DIFFERENCE IN THEIR COMMUNITIES, EDUCATING CONSUMERS, INFORMING THOSE IN NEED ABOUT AVAILABLE SERVICES AND REMOVING BARRIERS TO ACCESSING THOSE SERVICES, AND ADVOCATING FOR QUALITY SERVICES.

Activities or mission (Part I)

PROVIDING THE OPPORTUNITY FOR INDEPENDENCE TO THE ELDERLY.

TRANSPORTATION PROGRAM: THE COUNCIL ON AGING PROVIDES TRANSPORTATION SERVICES THROUGH ITS BITTERROOT BUS TRANSPORTATION SYSTEM. BITTERROOT BUS SYSTEM PROVIDES ON-DEMAND, CURB TO CURB SERVICE WHICH REQUIRES 24 HOUR ADVANCE NOTICE FOR SCHEDULING PURPOSES. BITTERROOT BUS PROVIDES SERVICES TO SENIORS, THE DISABLED, AND THE GENERAL PUBLIC THROUGHOUT RAVALLI COUNTY. BITTERROOT BUS ALSO PROVIDES TWO WEEKLY TRIPS FROM RAVALLI COUNTY TO THE MISSOULA METRO AREA. THERE WERE 11,174 RIDES PROVIDED TO CLIENTS DURING THE FISCAL YEAR.

Expenses $293,426 · Revenue $28,647
MEAL DISTRIBUTION PROGRAMS: THE COUNCIL OFFERS MEALS ON WHEELS, CONGREGATE MEALS (PROVIDES MEALS TO CLIENTS THROUGH KITCHENS, DISCOUNT TICKETS AT RESTAURANTS, ETC.), COMMODITIES (PROVIDES FOOD THROUGH DELIVERIES), AND FARMERS MARKET (PROVIDE VOUCHERS TO PURCHASE LOCALLY GROWN PRODUCE). DURING THE FISCAL YEAR, 31,656 MEALS ON WHEELS WERE SERVED TO 261 CLIENTS IN NEED. IN ADDITION, 2,304 FOOD CRATES WERE DELIVERED TO 196 CLIENTS IN NEED, 6,331 EQUIVALENT LIQUID NUTRITIONAL MEALS WERE DELIVERED, 13,435 CONGREGATE MEALS SERVED AT LOCAL SENIOR CENTERS TO 400 CLIENTS, AND 2,448 VOUCHERS WERE PROVIDED TO 204 CLIENTS TO PURCHASE LOCAL PRODUCE THROUGH THE FARMERS MARKET PROGRAM.

Expenses $623,391 · Revenue $82,520
HUMAN SERVICES PROGRAMS: THE COUNCIL PROVIDES ASSISTANCE TO SENIORS, THEIR FAMILIES, CAREGIVERS, AND FRIENDS WITH INFORMATION AND ASSISTANCE REGARDING HOUSING, TRANSPORTATION, FOOD RESOURCES, LONG-TERM CARE PLANNING, RETIREMENT ISSUES, IN-HOME SERVICES, ETC. IN ADDITION, THE COUNCIL EMPLOYS A CERTIFIED LOCAL OMBUDSMAN WHO PROTECTS RESIDENT RIGHTS FOR PEOPLE LIVING IN LONG-TERM CARE FACILITIES. DURING THE FISCAL YEAR, THERE WERE 3,691 CONTACTS FOR CLIENTS MADE FOR INFORMATION, ASSISTANCE, AND OMBUDSMAN PROGRAMS COMBINED. LEGAL ASSISTANCE WAS PROVIDED TO 15 CLIENTS. A TOTAL OF 1,391 LOANS OF DURABLE MEDIAL EQUIPMENT WERE MADE, LIFELINE MEDICAL ALERT UNITS WERE PROVIDED TO 293 CLIENTS. IN ADDITION, THE ORGANIZATION PROVIDED MONEY MANAGEMENT SERVICES TO 109 CLIENTS.

Expenses $465,694 · Revenue $282,087

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

Listed in Part VII

Catherine OrrCATHERINE ORR

EXECUTIVE DIRECTOR

Total calculated

$65,207

From this org

$57,348

From related orgs

$0

Other

$7,859

Hours/week

40
Kathleen DriscollKATHLEEN DRISCOLL

PRESIDENT

Total calculated

$0

Hours/week

1
Julie FosterJULIE FOSTER

SECRETARY/TREASURER

Total calculated

$0

Hours/week

1
Ray HawkRAY HAWK

COUNTY COMMISSIONER

Total calculated

$0

Hours/week

1
Coleen BanderobCOLEEN BANDEROB

MEMBER

Total calculated

$0

Hours/week

1
Albert FawcettALBERT FAWCETT

MEMBER

Total calculated

$0

Hours/week

1
Marge ObrienMARGE OBRIEN

MEMBER

Total calculated

$0

Hours/week

1
Mary HayesMARY HAYES

MEMBER

Total calculated

$0

Hours/week

1
Lorene WilliamsLORENE WILLIAMS

MEMBER

Total calculated

$0

Hours/week

1
Demaris MooreDEMARIS MOORE

MEMBER

Total calculated

$0

Hours/week

1
Dan HulsDAN HULS

MEMBER

Total calculated

$0

Hours/week

1
Lisa SheppardLISA SHEPPARD

MEMBER

Total calculated

$0

Hours/week

1
Debbie LesterDEBBIE LESTER

MEMBER

Total calculated

$0

Hours/week

1
Connie LitvinCONNIE LITVIN

MEMBER

Total calculated

$0

Hours/week

1
Margaret MasonMARGARET MASON

MEMBER

Total calculated

$0

Hours/week

1
Carol HinmanCAROL HINMAN

MEMBER (FORMER)

Total calculated

$0

Hours/week

1
Bill BeckerBILL BECKER

MEMBER (FORMER)

Total calculated

$0

Hours/week

1
Bob OlsonBOB OLSON

MEMBER (FORMER)

Total calculated

$0

Hours/week

1
Diane MascherDIANE MASCHER

MEMBER (FORMER)

Total calculated

$0

Hours/week

1
Deb MatthewsDEB MATTHEWS

MEMBER (FORMER)

Total calculated

$0

Hours/week

1
Carmela BownsCARMELA BOWNS

MEMBER (FORMER)

Total calculated

$0

Hours/week

1
Kathryn BeatyKATHRYN BEATY

MEMBER (FORMER)

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

No itemized grants to organizations on this return.

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.

RCCOA SENIOR HOUSING DEVELOPMENT LLC

SUPPORT THE DEVELOPMENT AND OPERATIONS OF RIVERSIDE CROSSING HOUSING COOP. · MT · income $39,463 · assets $380,780

Directly controlled by RAVALLI COUNTY COUNCIL ON AGING

Provenance

Return type: form_990
Tax year: 2022
Filed: 28 March 2024
IRS schema version: 2022v5.0
Source object: 202400899349301220

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