MISSOULA AREA AGENCY ON AGING

As filed

Subsection

03

NTEE code

P81Z

Classification

1000

Street

337 STEPHENS AVE

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).

Mission and programs · 2024

• 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.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

• 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. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $6,852,215

  Expenses

  $6,117,343

  Contributions

  $5,463,518

  Grants paid

  $727,719

• 2023

  Revenue

  $7,339,864

  Expenses

  $6,257,152

  Contributions

  $5,966,442

  Grants paid

  $709,104

• 2022

  Revenue

  $6,342,772

  Expenses

  $6,143,641

  Contributions

  $5,264,539

  Grants paid

  $655,197

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

  $6,732,521

  Expenses

  $6,010,504

  Assets (EOY)

  $8,861,931

• 2020 · 990

  Revenue

  $5,959,386

  Expenses

  $5,554,188

  Assets (EOY)

  $8,511,449

• 2019 · 990

  Revenue

  $5,056,822

  Expenses

  $4,959,882

  Assets (EOY)

  $7,349,828

• 2018 · 990

  Revenue

  $4,712,057

  Expenses

  $4,616,973

  Assets (EOY)

  $5,724,803

• 2017 · 990

  Revenue

  $4,157,111

  Expenses

  $4,234,765

  Assets (EOY)

  $5,408,377

• 2016 · 990

  Revenue

  $4,294,740

  Expenses

  $4,028,748

  Assets (EOY)

  $5,349,713

• 2014 · 990

  Revenue

  $3,879,854

  Expenses

  $3,424,863

  Assets (EOY)

  $4,497,853

• 2013 · 990

  Revenue

  $3,441,434

  Expenses

  $3,170,754

  Assets (EOY)

  $4,075,073

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $3,359,083

  Assets (EOY)

  $3,710,427

• 2011 · 990

  Revenue

  — not reported

  Expenses

  $3,371,059

  Assets (EOY)

  $3,679,685

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. Showing the 10 most recent; the API carries the rest.

Grants made

• RAVALLI COUNTY COUNCIL ON AGING

  $575,847

  2023 · 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.

• RAVALLI COUNTY COUNCIL ON AGING

  $543,926

  2022 · 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

  2023 · STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE.

• AREA II AGENCY ON AGING

  $19,283

  2022 · STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE.

• ACTION FOR EASTERN MONTANA

  $16,364

  2023 · STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE.

• ACTION FOR EASTERN MONTANA

  $15,608

  2022 · STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE.

• AREA IX AGENCY ON AGING

  $14,364

  2023 · STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE.

• AREA VI AGENCY ON AGING

  $13,942

  2022 · STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE.

• ROCKY MOUNTAIN DEVELOPMENT COUNCIL

  $13,787

  2022 · STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE.

• RSVP OF SOUTHWEST MONTANA

  $13,364

  2023 · STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE.

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

Where these grants went next →

Grants received

• DONOR ADVISED CHARITABLE GIVING

  $115,000

  2023 · HUMAN SERVICES

• DONOR ADVISED CHARITABLE GIVING

  $58,900

  2024 · HUMAN SERVICES

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $19,150

  2024 · For grant recipient's exempt purposes

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $17,400

  2023 · For grant recipient's exempt purposes

• MEALS ON WHEELS AMERICA

  $17,223

  2025 · PROJECT SUPPORT

• MEALS ON WHEELS AMERICA

  $5,456

  2022 · PROJECT SUPPORT

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Other IRS files