Civic Intelligence

Western Montana Area VI Agency

EIN 81-0345779 • 501(c)3 • Polson, MT

Profile

The older American act intends that the area agency on aging shall be the leader relative to all aging issuers on behalf of all older persons in the planning and service area. This means that the area agency shall proactively carry out, under the leadership and direction of the state agency, a wide range of functions related to advocacy, planning, coordination, inter-agency linkages, information sharing, brokering, monitoring and evolution, designed to lead to the development or enhancement of comprehensive and coordinated community based systems in, or serving, each community in the planning and service area. These systems shall be designed to assist older person in leading independent, meaningful and dignified lives in their own homes and communities as long as possible.

110 Main St Ste 5Polson, MT 59860

www.westernmontanaagingservices.org

Siviq Scores

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

Liabilities / Assets

68th percentile

0.21x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.24x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

22nd percentile

-9.6%

Higher net margin than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$92,709

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

15th percentile

-11%

Faster asset growth than 15% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-29%

Faster revenue growth than 11% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$2,709,419

Down $342,654 (-11%) from 2023

Liabilities

Down

$564,723

Down $231,077 (-29%) from 2023

Net Assets

Down

$2,144,696

Down $111,577 (-4.9%) from 2023

Revenue

Down

$2,352,346

Down $945,099 (-29%) from 2023

Expenses

Up

$2,577,684

Up $34,973 (+1.4%) from 2023

Net Income

Down

-$225,338

Down $980,072 (-130%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $767,413Liabilities 2011: $453,033Net Assets 2011: $314,3802011Assets 2012: $746,534Liabilities 2012: $393,898Net Assets 2012: $352,6362012Assets 2013: $736,543Liabilities 2013: $342,892Net Assets 2013: $393,6512013Assets 2014: $707,998Liabilities 2014: $300,286Net Assets 2014: $407,7122014Assets 2015: $818,565Liabilities 2015: $370,084Net Assets 2015: $448,4812015Assets 2016: $823,383Liabilities 2016: $340,155Net Assets 2016: $483,2282016Assets 2017: $836,905Liabilities 2017: $280,268Net Assets 2017: $556,6372017Assets 2018: $875,557Liabilities 2018: $277,005Net Assets 2018: $598,5522018Assets 2019: $1,135,928Liabilities 2019: $332,487Net Assets 2019: $803,4412019Assets 2020: $1,287,535Liabilities 2020: $395,214Net Assets 2020: $892,3212020Assets 2021: $2,134,654Liabilities 2021: $878,233Net Assets 2021: $1,256,4212021Assets 2022: $2,953,747Liabilities 2022: $1,347,195Net Assets 2022: $1,606,5522022Assets 2023: $3,052,073Liabilities 2023: $795,800Net Assets 2023: $2,256,2732023Assets 2024: $2,709,419Liabilities 2024: $564,723Net Assets 2024: $2,144,6962024

Highlighted filing

2024

Assets$2,709,419
Liabilities$564,723
Net Assets$2,144,696

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,632,222Expenses 2011: $1,569,511Net Income 2011: $62,7112011Expenses 2012: $1,482,2242012Expenses 2013: $1,384,5902013Revenue 2014: $1,497,307Expenses 2014: $1,483,246Net Income 2014: $14,0612014Revenue 2015: $1,581,506Expenses 2015: $1,540,737Net Income 2015: $40,7692015Revenue 2016: $1,663,915Expenses 2016: $1,629,168Net Income 2016: $34,7472016Revenue 2017: $1,697,014Expenses 2017: $1,623,605Net Income 2017: $73,4092017Revenue 2018: $1,762,309Expenses 2018: $1,736,404Net Income 2018: $25,9052018Revenue 2019: $3,113,251Expenses 2019: $2,908,362Net Income 2019: $204,8892019Revenue 2020: $3,215,127Expenses 2020: $3,126,247Net Income 2020: $88,8802020Revenue 2021: $4,129,156Expenses 2021: $3,765,056Net Income 2021: $364,1002021Revenue 2022: $5,668,826Expenses 2022: $5,276,002Net Income 2022: $392,8242022Revenue 2023: $3,297,445Expenses 2023: $2,542,711Net Income 2023: $754,7342023Revenue 2024: $2,352,346Expenses 2024: $2,577,684Net Income 2024: -$225,3382024

Highlighted filing

2024

Revenue$2,352,346
Expenses$2,577,684
Net Income-$225,338

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.71$0.56$2.14$2.35$2.58$0.23
2023Detailed filing. Detailed filing data is available for this year.$3.05$0.80$2.26$3.30$2.54$0.75
2022Detailed filing. Detailed filing data is available for this year.$2.95$1.35$1.61$5.67$5.28$0.39
2021Detailed filing. Detailed filing data is available for this year.$2.13$0.88$1.26$4.13$3.77$0.36
2020Detailed filing. Detailed filing data is available for this year.$1.29$0.40$0.89$3.22$3.13$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.33$0.80$3.11$2.91$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.88$0.28$0.60$1.76$1.74$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.28$0.56$1.70$1.62$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.34$0.48$1.66$1.63$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.37$0.45$1.58$1.54$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.71$0.30$0.41$1.50$1.48$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.34$0.39$1.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.39$0.35$1.48
2011Summary only. Only limited summary data is available for this year.$0.77$0.45$0.31$1.63$1.57$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$2,352,346
Mission and Program Overview

Mission

The older american act intends that the area agency on aging shall be the leader relative to all aging issuers on behalf of all older persons in the planning and service area. This means that the area agency shall proactively carry out, under the leadership and direction of the state agency, a wide range of functions related to advocacy, planning, coordination, inter-agency linkages, information sharing, brokering, monitoring and evolution, designed to lead to the development or enhancement of comprehensive and coordinated community based systems in, or serving, each community in the planning and service area. These systems shall be designed to assist older person in leading independent, meaningful and dignified lives in their own homes and communities as long as possible.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$905,169$895,736▼ $9,433
Savings and Temporary Cash Investments$903,088$879,909▼ $23,179
Investments in Publicly Traded Securities$440,015$577,558▲ $137,543
Cash and Non-Interest-Bearing Accounts$789,493$351,905▼ $437,588
Land, Buildings, and Equipment, Net$14,307$4,310▼ $9,997
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,052,073$2,709,419▼ $342,654
Other Assets Total$1$1→ $0
Liabilities
Deferred Revenue$667,578$418,428▼ $249,150
Accounts Payable and Accrued Expenses$128,222$146,295▲ $18,073
Total Liabilities$795,800$564,723▼ $231,077
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,256,273$2,144,696▼ $111,577
Total Net Assets Fund Balance$2,256,273$2,144,696▼ $111,577
Total Liabilities and Net Assets / Fund Balance$3,052,073$2,709,419▼ $342,654

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,310$4,546-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori Thibodeau-seayExecutive DirectorFT$74,653$18,056$92,709
Tyler SanfordFiscal OfficerFT$59,920$10,351$70,271

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
406 Financial Services LLCVeterans Direct Services337 STEPHENS AVE, Missoula, MT 59801$133,987
Revenue and Support

Revenue Composition

Contributions and Grants
$2,350,272
Program Service Revenue
$0
Investment Income
$2,074
Other Revenue
$0
All Other Contributions
$3,763
Change in Net Assets
$-225,338

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,352,346
Revenue Not Reported on Form 990
$113,761
Total Revenue per Audited Statements
$2,466,107
Total Revenue per Form 990
$2,352,346
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,180,823
Grants and Similar Amounts Paid$862,145
Other Expenses$534,716
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$862,145--$862,145
Other Salaries and Wages$614,751$153,360-$768,111
Other Employee Benefits$136,186$41,371-$177,557
Current Officers, Directors, Trustees, and Key Employees$81,491$81,490-$162,981
Fees for Services Legal$118,637--$118,637
Travel$64,905$19,951-$84,856
Payroll Taxes$49,676$22,498-$72,174
Occupancy$18,416$41,691-$60,107
Fees for Services Other$25,119$6,682-$31,801
All Other Expenses$25,885$60-$25,945
Office Expenses$24,122--$24,122
Other Expenses$12,072$3,812-$15,884
Insurance$2,592$7,335-$9,927
Advertising$5,285$944-$6,229
Depreciation Depletion$2,939$525-$3,464
Total Functional Expenses$2,187,110$390,574$0$2,577,684

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,577,684
Total Expenses per Audited Statements$2,577,684
Total Expenses per Form 990$2,577,684
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sanders County CoaHot Springs, MT501c3Aging Services$170,795
Polson Senior Citizens IncPolson, MT501c3Aging Services$115,862
Senior Citizens of Lincoln CoLibby, MT501c3Aging Services$113,049
Kootenai Senior CitizensTroy, MT501c3Aging Services$76,376
Mission Valley Senior CitizenRonan, MT501c3Aging Services$60,075
Lake County Coucil on AgingRonan, MT501c3Aging Services$53,656
Tobacco Valley Senior CitizenEureka, MT501c3Aging Services$53,645
Cs & K TribesPablo, MTGovAging Services$45,729
Charlo Moiese Senior CitizensCharlo, MT501c3Aging Services$34,244
St Ignatius Senior CenterSt Ignatius, MT501c3Aging Services$33,355
Arlee Senior Citizens IncArlee, MT501c3Aging Services$29,149
Alberton Senior CenterAlberton, MT501c3Aging Services$24,875
Superior Senior CenterSuperior, MT501c3Aging Services$22,701
St Regis Senior CenterSaint Regis, MT501c3Aging Services$19,034
Flathead County Area IxKalispell, MTGovAging Services$11,750
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
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 B, Line 11B

The agency provides a draft copy of the form 990 to each board member at a regularly scheduled board meeting for review and discussion prior to finalization.

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

The board annually reviews the conflict of interest policy and members must disclose any conflicts noted. Board members must disclose immediately any conflict of interest that arises during the normal course of business and excuse themselves from further discussion.

Form 990, Part VI, Section C, Line 19

The agency's policies and organizational documents are available upon request. The agency's form 990 tax return is available upon request.

Filing and Contact Details

Filer

Filer Name
Western Montana Area Vi Agency
EIN
81-0345779
Phone
4068837284
Address
110 MAIN ST STE 5, POLSON, MT 59860

Signing Officer

Name
Lori Thibodeau-seay
Title
Executive Director
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lori Thibodeau-seay
Formed
1976
Legal Domicile
Mt
Voting Board Members
9
Independent Board Members
9
Employees
29
Volunteers
3

Preparer

Firm
Carver Florek & James LLC
Address
2315 McDonald Avenue Suite 300, Missoula, MT 59801
Preparer
Angel Sharp CPA
Phone
4067285539
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

OTHER PROGRAM SERVICES 4: In-home care and caregiver provides home-based services such as nursing, personal care, transportation, and homemaking services to enable elderly with the greatest economic and social needs to remain in their own homes. The caregiver program also aids caregivers by making information and assistance available to caregivers, provides for individual counseling, support groups, and training to caregivers, and provides for respite care services. OTHER PROGRAM SERVICES 5: Older American Act provides a variety of services, primarily by contract, such as congregated and home-delivered meals, homemaker, home chore, respite care, transportation, health screening services, telephone reassurance, outreach, and other services designed to maintain the independence of the clients, allowing them to live with dignity in their own homes for as long as possible. Area Agencies are charged with encouraging planning for development and maintenance of such local programs, in addition to monitoring each contractors performance and adherence to program rules and regulations, while assuring appropriate reporting and accountability for resources. OTHER PROGRAM SERVICES 6: Ombudsman provides information and assistance to residents and their families in an effort to ensure the best care and quality of life possible for residents. A Long Term Care (LTC) Ombudsman is an advocate for residents living in nursing homes and assisted living facilities. LTC Ombudsmen resolve conflicts and provide education regarding rights making routine visits to each facility so residents have an opportunity to voice their concerns. WMTAOA staffs both the Local Certified LTC Ombudsman for its service area and the Regional LTC Ombudsman.

Financial Statement Notes

Part X : FIN48 Footnote

Provisions for income taxes have not been recorded in these financial statements because the organization believes it had no income unrelated to its exempt purposes in 2023 and 2022. With few exceptions, the organizations information return (IRS form 990) is not subject to examination by tax authorities for years before 2020.

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IRS990/Form990PartVIISectionAGrp/PersonNm9BRENT TESKE
IRS990/Form990PartVIISectionAGrp/PersonNm10JOHN HOLLAND
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
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IRS990/Form990PartVIISectionAGrp/TitleTxt2President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice President
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IRS990/MissionDesc0The older American act intends that the area agency on aging shall be the leader relative to all aging issuers on behalf of all older persons in the planning and service area. This means that the area agency shall proactively carry out, under the leadership and direction of the state agency, a wide range of functions related to advocacy, planning, coordination, inter-agency linkages, information sharing, brokering, monitoring and evolution, designed to lead to the development or enhancement of comprehensive and coordinated community based systems in, or serving, each community in the planning and service area. These systems shall be designed to assist older person in leading independent, meaningful and dignified lives in their own homes and communities as long as possible.
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IRS990/OfficeExpensesGrp/ProgramServicesAmt024122
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt0177557
IRS990/OtherExpensesGrp/Desc0OTHER
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IRS990/ProgSrvcAccomActy2Grp/Desc0Information, referral, and assistance - provides a link between people in need with the appropriate services for their unique situations. State certified technicians maintain databases of service providers and local resource information including social and health services, Medicare/Medicaid assistance, legal services and utility, meals and other direct assistance. The program had 2,129 contacts with seniors in FY23.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt040091
IRS990/ProgSrvcAccomActy3Grp/Desc0Veterans direct home community based services - providing in-home care to veterans referred by the veterans administration. Service coordinators provide assessment and assist the veteran employer with self-directing their care needs in their home through assisting them with managing their monthly service plan and budget, hiring and scheduling staff to meet their needs and avoiding institutional care.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Provisions for income taxes have not been recorded in these financial statements because the organization believes it had no income unrelated to its exempt purposes in 2023 and 2022. With few exceptions, the organizations information return (IRS form 990) is not subject to examination by tax authorities for years before 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleI/RecipientTable/CashGrantAmt411750
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