Civic Intelligence

Area V Agency on Aging

EIN 23-7397966 • 501(c)3 • Butte, MT

Profile

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.

PO Box 459Butte, MT 59701

swmads.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

57th percentile

0.11x

Higher debt load relative to assets than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.02x

Higher debt load relative to revenue than 35% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

22nd percentile

-10%

Higher net margin than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

84th percentile

28%

Faster asset growth than 84% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

81st percentile

38%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$512,219

Up $113,423 (+28%) from 2024

Liabilities

Down

$55,041

Down $6,514 (-11%) from 2024

Net Assets

Up

$457,178

Up $119,937 (+36%) from 2024

Operations
Liabilities / Revenue35th percentileNet Margin22nd percentile

Revenue

Up

$2,262,904

Up $622,468 (+38%) from 2024

Expenses

Up

$2,497,779

Up $634,557 (+34%) from 2024

Net Income

Down

-$234,875

Down $12,089 (-5.4%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2022: $490,204Liabilities 2022: $43,543Net Assets 2022: $446,6612022Assets 2023: $261,361Liabilities 2023: $48,653Net Assets 2023: $212,7082023Assets 2024: $398,796Liabilities 2024: $61,555Net Assets 2024: $337,2412024Assets 2025: $512,219Liabilities 2025: $55,041Net Assets 2025: $457,1782025

Highlighted filing

2025

Assets$512,219
Liabilities$55,041
Net Assets$457,178
Open 2025 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2022: $1,670,146Expenses 2022: $1,946,472Net Income 2022: -$276,3262022Revenue 2023: $1,542,485Expenses 2023: $2,139,785Net Income 2023: -$597,3002023Revenue 2024: $1,640,436Expenses 2024: $1,863,222Net Income 2024: -$222,7862024Revenue 2025: $2,262,904Expenses 2025: $2,497,779Net Income 2025: -$234,8752025

Highlighted filing

2025

Revenue$2,262,904
Expenses$2,497,779
Net Income-$234,875
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$512,219
Liabilities
$55,041
Net assets
$457,178
Revenue
$2,262,904
Expenses
$2,497,779
Net income
-$234,875
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.06$0.46$2.26$2.50$0.23
2024Detailed filing. Detailed filing data is available for this year.$0.40$0.06$0.34$1.64$1.86$0.22
2023Detailed filing. Detailed filing data is available for this year.$0.26$0.05$0.21$1.54$2.14$0.60
2022Detailed filing. Detailed filing data is available for this year.$0.49$0.04$0.45$1.67$1.95$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$2,262,904
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$364,313$477,736▲ $113,423
Accounts Receivable$14,716$14,716→ $0
Prepaid Expenses and Deferred Charges$8,343$8,343→ $0
Land, Buildings, and Equipment, Net$7,179$7,179→ $0
Savings and Temporary Cash Investments$4,245$4,245→ $0
Total Assets$398,796$512,219▲ $113,423
Liabilities
Deferred Revenue$32,480$32,480→ $0
Accounts Payable and Accrued Expenses$15,483$15,483→ $0
Other Liabilities$13,592$7,078▼ $6,514
Total Liabilities$61,555$55,041▼ $6,514
Net Assets / Fund Balance
Net Assets With Donor Restrictions$185,961$294,700▲ $108,739
Net Assets Without Donor Restrictions$151,280$162,478▲ $11,198
Total Net Assets Fund Balance$337,241$457,178▲ $119,937
Total Liabilities and Net Assets / Fund Balance$398,796$512,219▲ $113,423

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,179$4,720$11,899
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Joe GillboyExecutive DirectorFT$62,340$62,340

Board Members and Trustees

NameTitle
Dan SagerChair
Ron NyeVice Chair
Debbie PierceBoard Member
Jim CarpitaBoard Member
Renee MclureBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$1,468,655
Program Service Revenue
$794,249
Investment Income
$0
Other Revenue
$0
All Other Contributions
$18,416
Change in Net Assets
$-234,875
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,193,471
Salaries, Compensation, and Employee Benefits$304,308
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$180,376--$180,376
Current Officers, Directors, Trustees, and Key Employees$62,340--$62,340
Other Employee Benefits$46,271--$46,271
Occupancy$39,400--$39,400
Payroll Taxes$10,727--$10,727
Office Expenses$6,774--$6,774
Other Expenses$6,652--$6,652
Travel$5,980--$5,980
Insurance$5,630--$5,630
All Other Expenses$5,113--$5,113
Pension Plan Contributions$4,594--$4,594
Advertising$4,213--$4,213
Fees for Services Legal-$3,539-$3,539
Fees for Services Accounting-$795-$795
Total Functional Expenses$2,493,445$4,334$0$2,497,779
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other$7,078
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The area v agency on aging requires all board members to sign a conflict on interest agreement and annually reviews the policy and agreements.”

Form 990, Part VI, Section B, Line 11B

“The area v agency on aging board of directors reviewed the 990 report during their march quarterly meeting before the report was submitted.”

Form 990, Part VI, Section B, Line 12C

“The area v agency on aging requires all board members to sign a conflict on interest agreement and annually reviews the policy and agreements.”

Form 990, Part VI, Section B, Line 15

“The area v agency on aging board of directors reviews and approved salaries, wages and other compensation on an annual basis.”

Form 990, Part VI, Section C, Line 18

“Governing documents, the conflict of interest policy and financial reports are kept at the area v agency on aging office, 2013 harrison avenue in butte, montana and are available upon request.”

Form 990, Part VI, Section C, Line 19

“Governing documents, the conflict of interest policy and financial reports are kept at the area v agency on aging office, 2013 harrison avenue in butte, montana and are available upon request.”

Filing and Contact Details

Filer

Filer Name
Area V Agency on Aging
EIN
23-7397966
Phone
4067825555
Address
PO BOX 459, BUTTE, MT 59701

Signing Officer

Name
Joe Gilboy
Title
Executive Director
Phone
4067825555
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Gilboy
Formed
1974
Legal Domicile
Mt
Voting Board Members
5
Independent Board Members
5
Employees
8
Volunteers
0

Preparer

Firm
Newland and Company Pc
Address
PO BOX 3006, BUTTE, MT 59702-3006
Preparer
Patrick Burt
Phone
4064944754
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Begining of year error 354,812.”

FORM 990, PART XII, LINE 2C:

“The area v agency on aging is in the process of being audited for sfy 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, and 2024 but the audits have not yet been completed.”

FORM 990, PART XII, LINE 3B:

“The required audit for sfy 2024 has not yet been completed”

Raw XML Appendix383 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE AREA V AGENCY ON AGING REQUIRES ALL BOARD MEMBERS TO SIGN A CONFLICT ON INTEREST AGREEMENT AND ANNUALLY REVIEWS THE POLICY AND AGREEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE AREA V AGENCY ON AGING BOARD OF DIRECTORS REVIEWED THE 990 REPORT DURING THEIR MARCH QUARTERLY MEETING BEFORE THE REPORT WAS SUBMITTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE AREA V AGENCY ON AGING REQUIRES ALL BOARD MEMBERS TO SIGN A CONFLICT ON INTEREST AGREEMENT AND ANNUALLY REVIEWS THE POLICY AND AGREEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE AREA V AGENCY ON AGING BOARD OF DIRECTORS REVIEWS AND APPROVED SALARIES, WAGES AND OTHER COMPENSATION ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND FINANCIAL REPORTS ARE KEPT AT THE AREA V AGENCY ON AGING OFFICE, 2013 HARRISON AVENUE IN BUTTE, MONTANA AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND FINANCIAL REPORTS ARE KEPT AT THE AREA V AGENCY ON AGING OFFICE, 2013 HARRISON AVENUE IN BUTTE, MONTANA AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BEGINING OF YEAR ERROR 354,812.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE AREA V AGENCY ON AGING IS IN THE PROCESS OF BEING AUDITED FOR SFY 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, AND 2024 BUT THE AUDITS HAVE NOT YET BEEN COMPLETED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE REQUIRED AUDIT FOR SFY 2024 HAS NOT YET BEEN COMPLETED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XII, LINE 3B:
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK BURT
ReturnHeader/ReturnTs02025-11-17T16:36:12-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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