Civic Intelligence

Area II Agency on Aging

EIN 81-0346754 • 501(c)3 • Roundup, MT

Profile

To assist all older citizens within out 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.

PO Box 127Roundup, MT 59072

www.area2aging.org

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.23x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

52nd percentile

0.17x

Higher debt load relative to revenue than 52% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

25th percentile

-5.4%

Higher net margin than 25% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

34th percentile

$90,106

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

40th percentile

1.0%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-28%

Faster revenue growth than 11% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$4,395,929

Up $1,546,560 (+54%) from 2022

Liabilities

Up

$562,606

Up $25,025 (+4.7%) from 2022

Net Assets

Up

$3,833,323

Up $1,521,535 (+66%) from 2022

Operations
Liabilities / Revenue52nd percentileNet Margin25th percentile

Revenue

Up

$8,205,802

Up $1,033,557 (+14%) from 2022

Expenses

Up

$5,668,378

Up $418,997 (+8.0%) from 2022

Net Income

Up

$2,537,424

Up $614,560 (+32%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $512,798Liabilities 2011: $0Net Assets 2011: $512,7982011Assets 2012: $530,620Liabilities 2012: $0Net Assets 2012: $530,6202012Assets 2013: $518,886Liabilities 2013: $0Net Assets 2013: $518,8862013Assets 2014: $434,214Liabilities 2014: $0Net Assets 2014: $434,2142014Assets 2015: $685,392Liabilities 2015: $355,956Net Assets 2015: $329,4362015Assets 2016: $746,046Liabilities 2016: $358,758Net Assets 2016: $387,2882016Assets 2017: $992,197Liabilities 2017: $611,052Net Assets 2017: $381,1452017Assets 2018: $1,274,854Liabilities 2018: $162,695Net Assets 2018: $1,112,1592018Assets 2019: $1,618,815Liabilities 2019: $20,847Net Assets 2019: $1,597,9682019Assets 2020: $1,989,064Liabilities 2020: $19,315Net Assets 2020: $1,969,7492020Assets 2021: $404,633Liabilities 2021: $15,709Net Assets 2021: $388,9242021Assets 2022: $2,849,369Liabilities 2022: $537,581Net Assets 2022: $2,311,7882022Assets 2023: $4,395,929Liabilities 2023: $562,606Net Assets 2023: $3,833,3232023

Highlighted filing

2023

Assets$4,395,929
Liabilities$562,606
Net Assets$3,833,323
Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $3,992,770Expenses 2011: $4,093,102Net Income 2011: -$100,3322011Revenue 2012: $4,360,186Expenses 2012: $4,342,364Net Income 2012: $17,8222012Revenue 2013: $4,680,523Expenses 2013: $4,692,257Net Income 2013: -$11,7342013Revenue 2014: $4,877,272Expenses 2014: $4,961,944Net Income 2014: -$84,6722014Revenue 2015: $5,507,890Expenses 2015: $5,265,265Net Income 2015: $242,6252015Revenue 2016: $5,640,763Expenses 2016: $5,582,911Net Income 2016: $57,8522016Revenue 2017: $5,831,608Expenses 2017: $5,837,751Net Income 2017: -$6,1432017Revenue 2018: $6,667,711Expenses 2018: $5,936,697Net Income 2018: $731,0142018Revenue 2019: $4,647,231Expenses 2019: $4,161,422Net Income 2019: $485,8092019Revenue 2020: $4,498,602Expenses 2020: $4,126,821Net Income 2020: $371,7812020Revenue 2021: $3,825,060Expenses 2021: $5,405,885Net Income 2021: -$1,580,8252021Revenue 2022: $7,172,245Expenses 2022: $5,249,381Net Income 2022: $1,922,8642022Revenue 2023: $8,205,802Expenses 2023: $5,668,378Net Income 2023: $2,537,4242023

Highlighted filing

2023

Revenue$8,205,802
Expenses$5,668,378
Net Income$2,537,424
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$4,395,929
Liabilities
$562,606
Net assets
$3,833,323
Revenue
$8,205,802
Expenses
$5,668,378
Net income
$2,537,424
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.40$0.56$3.83$8.21$5.67$2.54
2022Summary only. Only limited summary data is available for this year.$2.85$0.54$2.31$7.17$5.25$1.92
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.02$0.39$3.83$5.41$1.58
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.02$1.97$4.50$4.13$0.37
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.02$1.60$4.65$4.16$0.49
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.16$1.11$6.67$5.94$0.73
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.61$0.38$5.83$5.84$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.75$0.36$0.39$5.64$5.58$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.69$0.36$0.33$5.51$5.27$0.24
2014Summary only. Only limited summary data is available for this year.$0.43$0.00$0.43$4.88$4.96$0.08
2013Summary only. Only limited summary data is available for this year.$0.52$0.00$0.52$4.68$4.69$0.01
2012Summary only. Only limited summary data is available for this year.$0.53$0.00$0.53$4.36$4.34$0.02
2011Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$3.99$4.09$0.10
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.0
Gross Receipts
$3,825,060
Mission and Program Overview

Mission

To assist all older adults and individuals with disabilities to maintain 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.

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 managmenet of their own lives through the coordination of actual delivery of needed services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,248,000$0▼ $1,248,000
Accounts Receivable$565,590$257,094▼ $308,496
Cash and Non-Interest-Bearing Accounts$172,910$146,179▼ $26,731
Land, Buildings, and Equipment, Net$2,564$1,360▼ $1,204
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-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,989,064$404,633▼ $1,584,431
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$19,315$15,709▼ $3,606
Total Liabilities$19,315$15,709▼ $3,606
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,969,749$388,924▼ $1,580,825
Total Net Assets Fund Balance$1,969,749$388,924▼ $1,580,825
Total Liabilities and Net Assets / Fund Balance$1,989,064$404,633▼ $1,584,431

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,360$107,434$108,794
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Kelly GebhardtChairman
Bill KennedyVice President
Jim EspDirector
Sidney FitzpatrickDirector
Helen PedulaAdvisory Pres.
Ross ButcherSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$2,541,543
Program Service Revenue
$1,282,483
Investment Income
$1,034
Other Revenue
$0
All Other Contributions
$2,831
Change in Net Assets
$-1,580,825

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,825,060
Total Revenue per Audited Statements
$3,825,060
Total Revenue per Form 990
$3,825,060
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,763,717
Other Expenses$1,657,569
Salaries, Compensation, and Employee Benefits$984,599
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,763,717--$2,763,717
Other Salaries and Wages$650,974$123,885-$774,859
Other Employee Benefits$113,208$24,760-$137,968
Payroll Taxes$60,341$11,431-$71,772
Occupancy$32,026$16,749-$48,775
Travel$17,057$2,205-$19,262
All Other Expenses$12,374$4,254-$16,628
Other Expenses$885$15,616-$16,501
Insurance$10,933$3,500-$14,433
Office Expenses$6,739$4,292-$11,031
Fees for Services Accounting-$1,625-$1,625
Depreciation Depletion$1,204--$1,204
Total Functional Expenses$5,186,801$219,084$0$5,405,885

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,405,885
Total Expenses per Audited Statements$5,405,885
Total Expenses per Form 990$5,405,885
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Adult Resource AllianceBillings, MT-Services for Senior Citizens$986,308
Fergus County Council on AginLewistown, MT-Services for Senior Citizens$311,485
Big Sky Senior ServicesBillings, MT-Services for Senior Citizens$202,484
Big Horn County CouncilHardin, MT-Services for Senior Citizens$138,521
Musselshell County CouncilRoundup, MT-Services for Senior Citizens$108,315
South Central Mt RsvpHelena, MT-Services for Senior Citizens$96,322
Hospitality HouseBig Timber, MT-Services for Senior Citizens$95,644
Crow Trib of IndiansCrow Agency, MT-Services for Senior Citizens$85,223
Wheatland County CenterHarlowtown, MT-Services for Senior Citizens$77,424
Carbonstillwater CenterJoliet, MT-Services for Senior Citizens$75,180
Northern Cheyenne CenterLame Deer, MT-Services for Senior Citizens$74,067
Columbus Senior CenterColumbus, MT-Services for Senior Citizens$52,378
Stillwater Senior CenterAbsarokee, MT-Services for Senior Citizens$49,514
Park City Senior CenterPark City, MT-Services for Senior Citizens$38,998
Petroleum County CenterWinnett, MT-Services for Senior Citizens$33,672
Red Lodge Senior CenterRed Lodge, MT-Services for Senior Citizens$33,668
Bridger Golden Age SocietyBridger, MT-Services for Senior Citizens$31,364
Geyser-raynesford CenterGeyser, MT-Services for Senior Citizens$29,861
Valley Senior Citizens CenterFromberg, MT-Services for Senior Citizens$29,457
Belfry Senior Citizens CenterBelfry, MT-Services for Senior Citizens$29,378
Joliet XyzersJoliet, MT-Services for Senior Citizens$28,629
Judith River Senior CenterHobson, MT-Services for Senior Citizens$28,470
Judith Basin Senior CenterStanford, MT-Services for Senior Citizens$28,236
Boyd Senior Citizen CenterBoyd, MT-Services for Senior Citizens$25,706
Broadview Senior CenterBroadview, MT-Services for Senior Citizens$25,393
Golden Valley Senior CenterRyegate, MT-Services for Senior Citizens$23,179
Lavina Senior Citizens CenterLavina, MT-Services for Senior Citizens$23,174
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
Yes
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, Line 11B: Form 990 Review Process

“Management is provided with completed form 990 and related audited financial statements for review. Included in this is form 8879 and instructions regarding how to facilitate the approval of form 990 and signing and submission to the preparer form 8879.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Annual review and submission of conflict of interest forms provided to management and board members.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Board of directors provide annual employment review and may include rate of pay increase based on performance metrics and cost of living analysis.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Area Ii Agency on Aging
EIN
81-0346754
Phone
4063231320
Address
PO BOX 127, ROUNDUP, MT 59072

Signing Officer

Name
Kelly Gebhardt
Title
Chairman
Signed
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly Gebhardt
Formed
1965
Legal Domicile
Mt
Voting Board Members
6
Independent Board Members
6
Employees
58
Volunteers
6

Preparer

Firm
Mrachek Popp & Associates PC
Address
404 North 31st Suite 400, Billings, MT 59101
Preparer
Jeffrey Mrachek
Phone
4062526301
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: congregate meal service provision, home delivered meal provision, and health promotion activities were provided to underserved members of the community for the purpose of supporting independent living. Health promotion activities include home health aid services, homemaker services, respite care, senior citizen center activities, transportation services, and nutritional education as follows:home delivered meals: 1,130 individuals with 134,306 units of servicecongregate meals: 4,579 individuals with 352,464 units of serviceskilled nursing: 156 individuals with 949 units of servicehealth screening: 315 individuals with 1,927 units of servicesenior center activity: 3,786 individuals with 130,016 units of servicehomemaking: 429 individuals with 11,611 units of servicerespite: 5 individuals with 122 units of service”

Raw XML AppendixShowing 400 of 683 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt019315
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt015709
IRS990/AccountsReceivableGrp/BOYAmt0565590
IRS990/AccountsReceivableGrp/EOYAmt0257094
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO 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 MANAGMENET OF THEIR OWN LIVES THROUGH THE COORDINATION OF ACTUAL DELIVERY OF NEEDED SERVICES.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt02831
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt04254
IRS990/AllOtherExpensesGrp/ProgramServicesAmt012374
IRS990/AllOtherExpensesGrp/TotalAmt016628
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0MARCY BROOKIE
IRS990/BooksInCareOfDetail/PhoneNum04063231320
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 127
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROUNDUP
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059072
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0172910
IRS990/CashNonInterestBearingGrp/EOYAmt0146179
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02541543
IRS990/CYGrantsAndSimilarPaidAmt02763717
IRS990/CYInvestmentIncomeAmt01034
IRS990/CYOtherExpensesAmt01657569
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01282483
IRS990/CYRevenuesLessExpensesAmt0-1580825
IRS990/CYSalariesCompEmpBnftPaidAmt0984599
IRS990/CYTotalExpensesAmt05405885
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03825060
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01204
IRS990/DepreciationDepletionGrp/TotalAmt01204
IRS990/Desc0PERSONAL ASSISTANCE SERVICE PROGRAM FOR MEDICAID ELIGIBLE INDIVIDUALS PROVIDED SO THESE INDIVIDUALS COULD REMAIN IN THEIR HOMES INSTEAD OF ENTERING CARE PROVIDER RESIDENCY PROGRAMS SERVING 72 INDIVIDUALS WITH 15,534 UNITS OF SERVICE
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt058
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01834870
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01625
IRS990/FeesForServicesAccountingGrp/TotalAmt01625
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0KELLY GEBHARDT
IRS990/Form990PartVIISectionAGrp/PersonNm1BILL KENNEDY
IRS990/Form990PartVIISectionAGrp/PersonNm2ROSS BUTCHER
IRS990/Form990PartVIISectionAGrp/PersonNm3JIM ESP
IRS990/Form990PartVIISectionAGrp/PersonNm4SIDNEY FITZPATRICK
IRS990/Form990PartVIISectionAGrp/PersonNm5HELEN PEDULA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5ADVISORY PRES.
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt02538712
IRS990/GrantAmt01289960
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02763717
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02763717
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt03825060
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt03500
IRS990/InsuranceGrp/ProgramServicesAmt010933
IRS990/InsuranceGrp/TotalAmt014433
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01034
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01034
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0107434
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02564
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01360
IRS990/LandBldgEquipCostOrOtherBssAmt0108794
IRS990/LegalDomicileStateCd0MT
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO 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 MANAGMENET OF THEIR OWN LIVES THROUGH THE COORDINATION OF ACTUAL DELIVERY OF NEEDED SERVICES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01969749
IRS990/NetAssetsOrFundBalancesEOYAmt0388924
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01969749
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0388924
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt016749
IRS990/OccupancyGrp/ProgramServicesAmt032026
IRS990/OccupancyGrp/TotalAmt048775
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04292
IRS990/OfficeExpensesGrp/ProgramServicesAmt06739
IRS990/OfficeExpensesGrp/TotalAmt011031
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt024760
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0113208
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0137968
IRS990/OtherExpensesGrp/Desc0CONTRACTED SERVICES
IRS990/OtherExpensesGrp/Desc1REPAIR AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3Printing and Publications
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03224
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17543
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt215616
IRS990/OtherExpensesGrp/ProgramServicesAmt01490122
IRS990/OtherExpensesGrp/ProgramServicesAmt116156
IRS990/OtherExpensesGrp/ProgramServicesAmt211065
IRS990/OtherExpensesGrp/ProgramServicesAmt3885
IRS990/OtherExpensesGrp/TotalAmt01490122
IRS990/OtherExpensesGrp/TotalAmt119380
IRS990/OtherExpensesGrp/TotalAmt218608
IRS990/OtherExpensesGrp/TotalAmt316501
IRS990/OtherRevenueMiscGrp/BusinessCd0624100
IRS990/OtherRevenueMiscGrp/BusinessCd1624100
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATIVE INCOME
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0123885
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0650974
IRS990/OtherSalariesAndWagesGrp/TotalAmt0774859
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011431
IRS990/PayrollTaxesGrp/ProgramServicesAmt060341
IRS990/PayrollTaxesGrp/TotalAmt071772
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0KELLY GEBHARDT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CASE MANAGEMENT
IRS990/ProgramServiceRevenueGrp/Desc1INFORMATION AND ASSIST
IRS990/ProgramServiceRevenueGrp/Desc2PERSONAL CARE
IRS990/ProgramServiceRevenueGrp/Desc3RSVP
IRS990/ProgramServiceRevenueGrp/Desc4VETERAN SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt023835
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1484639
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt296522
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3677487
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt023835
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1484639
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt296522
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3677487
IRS990/ProgSrvcAccomActy2Grp/Desc0VETERAN DIRECTED CARE PROGRAM EMPOWERS QUALIFYING VETERANS TO HIRE, EMPLOY AND SUPERVISE PERSONAL CARE ATTENDANTS TO HELP WITH DAILY NEEDS IN SUPPORT OF INDEPENDENCE. CASE MANAGERS 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 GOALS. THIS PROGRAM SERVED 74 VETERANS WITH 60,379 UNITS OF SERVICE
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01648266
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0677487
IRS990/ProgSrvcAccomActy3Grp/Desc0CONGREGATE MEAL SERVICE PROVISION, HOME DELIVERED MEAL PROVISION, AND HEALTH PROMOTION ACTIVITIES WERE PROVIDED TO UNDERSERVED MEMBERS OF THE COMMUNITY FOR THE PURPOSE OF SUPPORTING INDEPENDENT LIVING. HEALTH PROMOTION ACTIVITIES INCLUDE HOME HEALTH AID SERVICES, HOMEMAKER SERVICES, RESPITE CARE, SENIOR CITIZEN CENTER ACTIVITIES, TRANSPORTATION SERVICES, AND NUTRITIONAL EDUCATION AS FOLLOWS:HOME DELIVERED MEALS: 1,130 INDIVIDUALS WITH 134,306 UNITS OF SERVICECONGREGATE MEALS: 4,579 INDIVIDUALS WITH 352,464 UNITS OF SERVICESKILLED NURSING: 156 INDIVIDUALS WITH 949 UNITS OF SERVICEHEALTH SCREENING: 315 INDIVIDUALS WITH 1,927 UNITS OF SERVICESENIOR CENTER ACTIVITY: 3,786 INDIVIDUALS WITH 130,016 UNITS OF SERVICEHOMEMAKING: 429 INDIVIDUALS WITH 11,611 UNITS OF SERVICERESPITE: 5 INDIVIDUALS WITH 122 UNITS OF SERVICE
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01377435
IRS990/ProgSrvcAccomActy3Grp/GrantAmt01377435
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0174593
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01885101
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01342104
IRS990/PYOtherRevenueAmt0201505
IRS990/PYProgramServiceRevenueAmt04122504
IRS990/PYRevenuesLessExpensesAmt0371781
IRS990/PYSalariesCompEmpBnftPaidAmt0899616
IRS990/PYTotalExpensesAmt04126821
IRS990/PYTotalRevenueAmt04498602
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1580825
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0484639
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01248000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02541543
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04498602
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04647231
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06568393
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05831608
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt024087377
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt024087377
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02541543
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04498602
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04647231
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt06568393
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05831608
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt024087377
IRS990ScheduleA/TotalSupportAmt024087377
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt05405885
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01360
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0107434
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0108794
IRS990ScheduleD/RevenueSubtotalAmt03825060
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01360
IRS990ScheduleD/TotalExpensesPerForm990Amt05405885
IRS990ScheduleD/TotalRevenuePerForm990Amt03825060
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03825060
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05405885
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0986308
IRS990ScheduleI/RecipientTable/CashGrantAmt129378
IRS990ScheduleI/RecipientTable/CashGrantAmt2138521
IRS990ScheduleI/RecipientTable/CashGrantAmt3202484
IRS990ScheduleI/RecipientTable/CashGrantAmt425706
IRS990ScheduleI/RecipientTable/CashGrantAmt531364
IRS990ScheduleI/RecipientTable/CashGrantAmt625393
IRS990ScheduleI/RecipientTable/CashGrantAmt775180
IRS990ScheduleI/RecipientTable/CashGrantAmt852378
IRS990ScheduleI/RecipientTable/CashGrantAmt985223
IRS990ScheduleI/RecipientTable/CashGrantAmt10311485
IRS990ScheduleI/RecipientTable/CashGrantAmt1129861
IRS990ScheduleI/RecipientTable/CashGrantAmt1223179
IRS990ScheduleI/RecipientTable/CashGrantAmt1395644
IRS990ScheduleI/RecipientTable/CashGrantAmt1428629
IRS990ScheduleI/RecipientTable/CashGrantAmt1528236
IRS990ScheduleI/RecipientTable/CashGrantAmt1628470
IRS990ScheduleI/RecipientTable/CashGrantAmt1723174
IRS990ScheduleI/RecipientTable/CashGrantAmt18108315
IRS990ScheduleI/RecipientTable/CashGrantAmt1974067
IRS990ScheduleI/RecipientTable/CashGrantAmt2038998
IRS990ScheduleI/RecipientTable/CashGrantAmt2133672
IRS990ScheduleI/RecipientTable/CashGrantAmt2233668
IRS990ScheduleI/RecipientTable/CashGrantAmt2396322
IRS990ScheduleI/RecipientTable/CashGrantAmt2449514
IRS990ScheduleI/RecipientTable/CashGrantAmt2529457
IRS990ScheduleI/RecipientTable/CashGrantAmt2677424
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt80
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt90
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt100
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt110
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt120
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt130
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt140
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt150
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt160
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt170
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt180
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt190
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt200
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt210
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt220
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt230
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt240
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt250
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt260
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SERVICES FOR SENIOR CITIZENS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SERVICES FOR SENIOR CITIZENS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SERVICES FOR SENIOR CITIZENS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SERVICES FOR SENIOR CITIZENS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $5M-$10M nonprofits