Form 990 for tax year 2023

Totals

Total revenue

$7,339,864

Total expenses

$6,257,152

Contributions and grants received

$5,966,442

Grants paid

$709,104

Program service revenue

$1,230,324

Investment income

$143,098

Other revenue

$0

Total assets, end of year

$12,257,941

Total liabilities, end of year

$4,138,639

Net assets or fund balances, end of year

$8,119,302

Program services expenses (Part IX)

$5,048,255

Management and general expenses

$839,283

Fundraising expenses

$369,614

Program service expenses (Part III)

$5,048,255

Program services were 80.7% 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.

Mission and programs · 2023

• 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 123,237 HOME DELIVERED MEALS WERE PROVIDED TO 691 INDIVIDUALS IN FISCAL YEAR 2024, COMPARED TO 125,462 MEALS IN FISCAL YEAR 2023.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, LOLO, AND CONDON). A TOTAL OF 31,833 MEALS WERE SERVED TO 990 INDIVIDUALS IN FISCAL YEAR 2024, COMPARED TO 34,920 MEALS IN FISCAL YEAR 2023.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 OVER 40 COMMUNITY PARTNERS TO FIND THE VOLUNTEER EXPERIENCE THAT BEST FITS THEIR INTERESTS AND SKILLS. IN FISCAL YEAR 2024, APPROXIMATELY 240 VOLUNTEERS SUPPORTED THE MAS MISSION. EDUCATION PROGRAMS OFFERED 20 CLASSES FOR 208 PARTICIPANTS IN FISCAL YEAR 2024.406 FINANCIAL SERVICES IS A WHOLLY OWNED LIMITED LIABILITY COMPANY OF MISSOULA AGING SERVICES. ITS PURPOSES ARE THREEFOLD; 1) ACT AS FISCAL EMPLOYER AGENT FOR THE VETERANS DIRECTED CARE PROGRAM BY PROVIDING PAYROLL SERVICES FOR VETERAN EMPLOYERS, 2) CONTRACT WITH COUNTY COUNCILS ON AGING TO PROVIDE FINANCIAL AND ACCOUNTING SERVICES, AND 3) PROVIDE MONEY MANAGEMENT SERVICES ON A LIMITED BASIS FOR OLDER ADULTS IN NEED OF FINANCIAL SERVICES THROUGH BILL PAY, ORGANIZATIONAL SUPPORT, AND TRUST MANAGEMENT. DURING 2024, 406 FINANCIAL SERVICES SUPPORTED 426 VETERAN EMPLOYERS TO PAY 553 PERSONAL CARE ATTENDANT (PCA) EMPLOYEES TO SUPPORT THEIR HOME CARE IN 9 WESTERN MONTANA COUNTIES, IDAHO, AND WASHINGTON. IN FISCAL YEAR 2023, 333 VETERAN EMPLOYERS PAID 525 PCA EMPLOYEES IN 9 WESTERN MONTANA COUNTIES, IDAHO, AND WASHINGTON.

  Expenses $2,717,658 · Grants $564,483 · Revenue $507,691

• INFORMATION AND ASSISTANCE:THE RESOURCE CENTER PROVIDES INFORMATION, ASSISTANCE AND ONE-ON-ONE CONSULTATION FOR OLDER ADULTS AND THEIR CAREGIVERS AND IS ESPECIALLY HELPFUL TO ADULT CHILDREN SEEKING REFERRALS TO AGING SERVICES LOCALLY OR FROM A DISTANCE. INFORMATION IS AVAILABLE ON TOPICS SUCH AS 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. A LENDER'S LIBRARY IS ALSO AVAILABLE, WITH FREE ACCESS TO A COMPUTER AND THE INTERNET. IN FISCAL YEAR 2024, STAFF ANSWERED 22,705 CALLS AND SAW 4,230 CLIENTS, COMPARED TO 28,510 CALLS AND 5,055 CLIENTS IN FISCAL YEAR 2023.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 2024, THIS PROGRAM SERVED 40 CLIENTS COMPARED TO 37 IN FISCAL YEAR 2023.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 2024, 14,044 MEDICARE BENEFICIARIES WERE EDUCATED BY MONTANA SMP COMPARED TO 10,365 BENEFICIARIES IN FISCAL YEAR 2023.THE OMBUDSMAN PROGRAM PROTECTS THE RIGHTS OF 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 2024, OMBUDSMAN MADE 2,750 CONTACTS WITH RESIDENTS IN NURSING HOMES AND ASSISTED LIVING FACILITIES COMPARED TO 3,526 CONTACTS MADE IN FISCAL YEAR 2023.

  Expenses $1,210,188 · Grants $144,621 · Revenue $41,934

• IN-HOME SERVICES:IN-HOME SUPPORT SERVICES PROVIDE PERSONAL CARE ATTENDANT (PCA) SERVICES TO HELP OLDER ADULTS STAY IN THEIR HOMES SAFELY AND GIVE PRIMARY CAREGIVERS THE OPPORTUNITY TO TAKE TIME FOR THEMSELVES. IN FISCAL YEAR 2024, MAS PROVIDED 2,626 HOURS OF IN-HOME SUPPORT SERVICES CARE TO 46 CLIENTS WITH OVER 90% OF MAS CLIENTS AND CAREGIVERS REPORTING THAT THESE SERVICES HELP THEM REMAIN HEALTHY, INDEPENDENT, AND IN THEIR OWN HOMES COMPARED TO 2,779 HOURS OF CARE TO 70 CLIENTS IN FISCAL YEAR 2023.THE CARING COMPANION PROGRAM MATCHES VOLUNTEERS WITH OLDER ADULT CLIENTS TO REDUCE SOCIAL ISOLATION AND LONELINESS. TWENTY-SIX (26) VOLUNTEER COMPANIONS SERVED 2,266 HOURS IN FISCAL YEAR 2024.VETERANS DIRECTED CARE PROGRAM EMPOWERS QUALIFYING VETERANS TO HIRE, EMPLOY AND SUPERVISE PERSONAL CARE ATTENDANTS TO HELP WITH DAILY NEEDS IN SUPPORT OF INDEPENDENCE. CARE COORDINATORS REVIEW PROGRAM GUIDELINES TO ASSIST WITH THE DEVELOPMENT AND IMPLEMENTATION OF CARE PLANS FOR THE VETERAN THAT BEST SUPPORT THEM MEETING THEIR PERSONAL GOALS. IN FISCAL YEAR 2024, 101 VETERANS WERE ENROLLED IN THE VETERANS' PROGRAM COMPARED TO 88 VETERANS IN FISCAL YEAR 2023.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. STAFF WORKED WITH A TOTAL OF 64 CLIENTS, THE MAJORITY OF WHICH ARE INDIVIDUALS LIVING WITH MEMORY LOSS OR DEMENTIA, IN FISCAL YEAR 2024, COMPARED TO 44 CLIENTS IN FISCAL YEAR 2023.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 2024, MAS SUPPORTED 82 FAMILY CAREGIVERS COMPARED TO 85 IN FISCAL YEAR 2023.

  Expenses $1,120,409 · Revenue $680,699

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

• KRISTIN PAGE-NEI

  CHAIR

  Total calculated

  $0

  Hours/week

  1

• GAYLE HUDGINS

  VICE CHAIR

  Total calculated

  $0

  Hours/week

  1

• TOM WOZNIAK

  TREASURER

  Total calculated

  $0

  Hours/week

  1

• DEB LAWTON

  SECRETARY

  Total calculated

  $0

  Hours/week

  1

• ROBERTA SMITH

  PAST CHAIR

  Total calculated

  $0

  Hours/week

  1

• CARYN BOHENEK

  MEMBER

  Total calculated

  $0

  Hours/week

  1

• MISSY HAIDLE

  MEMBER

  Total calculated

  $0

  Hours/week

  1

• JOLYNN MCDERMOTT

  MEMBER

  Total calculated

  $0

  Hours/week

  1

• JAMES MCKAY

  MEMBER

  Total calculated

  $0

  Hours/week

  1

• KIM MCKELVEY

  MEMBER

  Total calculated

  $0

  Hours/week

  1

• CYNTHIA RADEMACHER

  MEMBER

  Total calculated

  $0

  Hours/week

  1

• JUANITA VERO

  MEMBER

  Total calculated

  $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

  $130,885

  From this org

  $119,666

  From related orgs

  $0

  Other

  $11,219

  Hours/week

  40

• GINNY HOLLAND

  CHIEF FINANCIAL OFFICER

  Total calculated

  $116,695

  From this org

  $101,695

  From related orgs

  $0

  Other

  $15,000

  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.

Grants on this return

• RAVALLI COUNTY COUNCIL ON AGING

  $575,847

  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

  $26,181

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

• ACTION FOR EASTERN MONTANA

  $16,364

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

• AREA IX AGENCY ON AGING

  $14,364

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

• RSVP OF SOUTHWEST MONTANA

  $13,364

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

• ROCKY MOUNTAIN DEVELOPMENT COUNCIL

  $12,364

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

• AREA VI AGENCY ON AGING

  $11,364

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

• AREA VIII AGENCY ON AGING

  $11,364

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

• AREA V AGENCY ON AGING

  $11,364

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

• AREA X AGENCY ON AGING

  $8,264

  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.

• MISSOULA COUNTY

  IRC 15 · MISSOULA COUNTY OPERATIONS · MT

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.

Provenance

Return type

form_990

Tax year

2023

Filed

14 November 2024

IRS schema version

2023v5.1

Source object

202403389349300110

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

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