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AREA II AGENCY ON AGING

EIN 81-0346754 ROUNDUP, MT

Largest nonprofits in Montana

Revenue 2023
$5,930,466
Expenses 2023
$6,252,827

Program services were 94.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
Classification
1000
Street
PO BOX 127

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

14 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2023

Mission

TO ASSIST ALL OLDER CITIZENS WITHIN OUR PLANNING AND SERVICE AREA TO MAINTAIN THEIR FREEDOM, INDEPENDENCE, AND FREE EXERCISE OF INDIVIDUAL INITIATIVE NECEESSARY FOR THE PLANNING AND MANAGEMENT OF THEIR OWN LIVES THROUGH THE COORDINATION OF ACTUAL DELIVERY OF NEEDED SERVICES.

Activities or mission (Part I)

TO ASSIST ALL OLDER CITIZENS WITHIN OUR PLANNING AND SERVICE AREA TO MAINTAIN THEIR FREEDOM, INDEPENDENCE, AND FREE EXERCISE OF INDIVIDUAL INITIATIVE NECESSARY FOR THE PLANNING AND MANAGEMENT OF THEIR OWN LIVES THROUGH THE COORDINATION OF ACTUAL DELIVERY OF NEEDED SERVICES.

  • Congregate Meal programs provide healthy meals served in a group setting. They aim to keep older adults healthy and independent, offer opportunities for social engagement, and connect people with other supports and services. These services are contracted to subcontractors.Served 26,521 unduplicated individuals 137,919 units of service (meals)

    Expenses $2,451,091

  • VEREAN DIRECTED CARE PROGRAM EMPOWERS QUALIFYING VETERANS TO HIRE, EMPLOY, AND SUPERVICE PERSONAL CARE ATTENDANTS TO HELP WITH DAILY NEEDS IN SUPPORT OF INDEPENDENCE. CARE COORDINATORS CONDUCT ASSESSMENTS TO DETERMINE ELIGIBILITY AND LEVEL OF NEED. THEY REVIEW PROGRAM GUIDELINES TO ASSIST WITH THE DEVELOPMENT AND IMPLEMENTATION OF A PLAN OF CARE FOR THE VETERAN THAT BEST SUPPORTS THEM IN MEETING THEIR PERSONAL NEEDS.SERVED 91 VETERANS WITH 92,199 UNITS OF SERVICE

    Expenses $2,072,045 · Revenue $1,966,727

  • Personal Assistance Services/Community First Choice program is designed for Medicaid eligible elderly or disabled individuals in need of in-home personal care to remain in their homes and independent. Consumers are able to hire, train and supervise personal care attendants that work in their home. Care Coordinators assist consumers with eligibility requirements and developing and managing a long-term supportive care plan.Served 206 clients with 23,824 units of service

    Expenses $1,361,044 · Revenue $99,454

As filed on the 2023 return.

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Marcy Brookie

    Executive Dir.

    Total calculated
    $90,106
    From this org
    $78,135
    From related orgs
    $0
    Other
    $11,971
    Hours/week
    40

  • Ross Butcher

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Kelly Gebhardt

    Chairman

    Total calculated
    $0
    Hours/week
    2

  • Melanie Roe

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Bill Kennedy

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Jim Moore

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

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. Earlier years are each on their own filing page.

Filings

  • 2023
    Revenue
    $5,930,466
    Expenses
    $6,252,827
    Contributions
    $3,739,038
    Grants paid
    $2,566,352
  • 2022
    Revenue
    $8,205,802
    Expenses
    $5,668,378
    Contributions
    $5,076,192
    Grants paid
    $2,324,945

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $7,172,245
    Expenses
    $5,249,381
    Assets (EOY)
    $2,849,369

  • 2020 · 990

    Revenue
    $3,825,060
    Expenses
    $5,405,885
    Assets (EOY)
    $404,633

  • 2019 · 990

    Revenue
    $4,498,602
    Expenses
    $4,126,821
    Assets (EOY)
    $1,989,064

  • 2018 · 990

    Revenue
    $4,647,231
    Expenses
    $4,161,422
    Assets (EOY)
    $1,618,815

  • 2017 · 990

    Revenue
    $6,667,711
    Expenses
    $5,936,697
    Assets (EOY)
    $1,274,854

  • 2016 · 990

    Revenue
    $5,831,608
    Expenses
    $5,837,751
    Assets (EOY)
    $992,197

  • 2015 · 990

    Revenue
    $5,640,763
    Expenses
    $5,582,911
    Assets (EOY)
    $746,046

  • 2014 · 990

    Revenue
    $5,507,890
    Expenses
    $5,265,265
    Assets (EOY)
    $685,392

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

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

Where these grants went next →

Grants received

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2023, the newest we have parsed for this organization.