Civic Intelligence

Area II Agency on Aging

990 • Fiscal year 2018 • EIN 81-0346754

Jul 01, 2017 to Jun 30, 2018 • Filed on May 14, 2019

Organization ProfileWWW.AREA2AGING.ORG
PO Box 127Roundup, MT 59072

(406) 323-1320

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

46th percentile

0.13x

Higher debt load relative to assets than 46% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

16th percentile

0.02x

Higher debt load relative to revenue than 16% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

68th percentile

11%

Higher net margin than 68% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

88th percentile

28%

Faster asset growth than 88% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

70th percentile

14%

Faster revenue growth than 70% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$1,274,854

Up $282,657 (+28%) from 2017

Net Assets

Up

$1,112,159

Up $731,014 (+192%) from 2017

Liabilities

Down

$162,695

Down $448,357 (-73%) from 2017

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin68th percentile

Revenue

Up

$6,667,711

Up $836,103 (+14%) from 2017

Expenses

Up

$5,936,697

Up $98,946 (+1.7%) from 2017

Net Income

Up

$731,014

Up $737,157 (+12000%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2018

Assets$1,274,854
Liabilities$162,695
Net Assets$1,112,159
Open 2018 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$6,667,711
Expenses$5,936,697
Net Income$731,014
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.2
Gross Receipts
$6,667,711
Mission and Program Overview

Mission

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-$987,000-
Accounts Receivable$285,847$230,820▼ $55,027
Cash and Non-Interest-Bearing Accounts$695,132$48,372▼ $646,760
Land, Buildings, and Equipment, Net$11,218$8,662▼ $2,556
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$992,197$1,274,854▲ $282,657
Other Assets Total-$0-
Liabilities
Deferred Revenue$534,186--
Accounts Payable and Accrued Expenses$76,866$162,694▲ $85,828
Other Liabilities-$1-
Total Liabilities$611,052$162,695▼ $448,357
Net Assets / Fund Balance
Unrestricted Net Assets$381,145$1,112,159▲ $731,014
Total Net Assets Fund Balance$381,145$1,112,159▲ $731,014
Total Liabilities and Net Assets / Fund Balance$992,197$1,274,854▲ $282,657

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$8,662$100,132$108,794
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Helen PedulaAdvisory Chair
Kelly GebhardtChairman
Sue MosnessVice President
Ross ButcherDirector
William RiversDirector
Bill KennedySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$3,291,846
Program Service Revenue
$3,276,547
Investment Income
$0
Other Revenue
$99,318
All Other Contributions
$2,020
Change in Net Assets
$731,014
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,663,421
Grants and Similar Amounts Paid$2,287,727
Salaries, Compensation, and Employee Benefits$985,549
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,287,727--$2,287,727
Other Salaries and Wages$712,426$88,053-$800,479
Other Employee Benefits$96,043$11,870-$107,913
Travel$65,814$2,162-$67,976
Payroll Taxes$58,178$7,191-$65,369
Occupancy$36,806$9,784-$46,590
All Other Expenses$23,173$4,715-$27,888
Insurance-$22,110-$22,110
Other Expenses$10,659$3,552-$14,211
Pension Plan Contributions$10,491$1,297-$11,788
Office Expenses-$11,460-$11,460
Fees for Services Accounting$7,385$3,165-$10,550
Depreciation Depletion-$2,556-$2,556
Fees for Services Legal-$1,173-$1,173
Total Functional Expenses$5,767,609$169,088$0$5,936,697
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Adult Resource AllianceBillings, MT-Services for Senior Citizens$735,163
Montana Aaa LegalHelena, MT-Services for Senior Citizens$367,205
Fergus County Council on AginLewistown, MT-Services for Senior Citizens$217,103
Big Sky Senior ServicesBillings, MT-Services for Senior Citizens$153,419
Crow Trib of IndiansCrow Agency, MT-Services for Senior Citizens$104,012
Big Horn County CouncilHardin, MT-Services for Senior Citizens$93,495
Musselshell County CouncilRoundup, MT-Services for Senior Citizens$73,234
Hospitality HouseBig Timber, MT-Services for Senior Citizens$65,340
Northern Cheyenne CenterLame Deer, MT-Services for Senior Citizens$52,939
Wheatland County CenterHarlowtown, MT-Services for Senior Citizens$50,839
Carbonstillwater CenterJoliet, MT-Services for Senior Citizens$39,648
Stillwater Senior CenterAbsarokee, MT-Services for Senior Citizens$31,176
Columbus Senior CenterColumbus, MT-Services for Senior Citizens$30,363
Park City Senior CenterPark City, MT-Services for Senior Citizens$24,198
Petroleum County CenterWinnett, MT-Services for Senior Citizens$20,930
Bridger Golden Age SocietyBridger, MT-Services for Senior Citizens$20,733
Red Lodge Senior CenterRed Lodge, MT-Services for Senior Citizens$20,535
Valley Senior Citizens CenterFromberg, MT-Services for Senior Citizens$19,998
Belfry Senior Citizens CenterBelfry, MT-Services for Senior Citizens$19,547
Broadview Senior CenterBroadview, MT-Services for Senior Citizens$19,333
Joliet XyzersJoliet, MT-Services for Senior Citizens$19,058
Judith River Senior CenterHobson, MT-Services for Senior Citizens$18,231
Judith Basin Senior CenterStanford, MT-Services for Senior Citizens$17,720
Boyd Senior Citizen CenterBoyd, MT-Services for Senior Citizens$17,666
Geyser-raynesford CenterGeyser, MT-Services for Senior Citizens$17,309
Lavina Senior Citizens CenterLavina, MT-Services for Senior Citizens$14,863
Golden Valley Senior CenterRyegate, MT-Services for Senior Citizens$14,727
Rapelje Senior CenterRapelje, MT-Services for Senior Citizens$8,943
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$1
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 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
2019-05-14
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
53
Volunteers
5

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: 1,200 individuals with 128,377 units of servicecongregate meals: 4,472 individuals with 233,287 units of serviceskilled nursing: 53 individuals with 384 units of servicehealth screening: 422 individuals with 2,280 units of servicesenior center activity: 3,644 individuals with 138,521 units of servicehomemaking: 303 individuals with 8,543 units of servicerespite: 2 individuals with 303 units of servicehome health aide: 48 individuals with 16,623 units of service”

Raw XML AppendixShowing 400 of 698 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/BOYAmt076866
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0162694
IRS990/AccountsReceivableGrp/BOYAmt0285847
IRS990/AccountsReceivableGrp/EOYAmt0230820
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/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt02020
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt04715
IRS990/AllOtherExpensesGrp/ProgramServicesAmt023173
IRS990/AllOtherExpensesGrp/TotalAmt027888
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/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0695132
IRS990/CashNonInterestBearingGrp/EOYAmt048372
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/CYContributionsGrantsAmt03291846
IRS990/CYGrantsAndSimilarPaidAmt02287727
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt02663421
IRS990/CYOtherRevenueAmt099318
IRS990/CYProgramServiceRevenueAmt03276547
IRS990/CYRevenuesLessExpensesAmt0731014
IRS990/CYSalariesCompEmpBnftPaidAmt0985549
IRS990/CYTotalExpensesAmt05936697
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06667711
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0534186
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02556
IRS990/DepreciationDepletionGrp/TotalAmt02556
IRS990/Desc0HOME AND COMMUNITY BASED SERVICES PROGRAM FOR MEDICAID ELIGIBLE INDIVIDUALS PROVIDED SO INDIVIDUALS COULD REMAIN SAFELY IN THEIR HOMES INSTEAD OF ENTERING CARE PROVIDER RESIDENCY PROGRAMS SERVING 129 INDIVIDUALS WITH 8349 UNITS OF SERVICE
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt053
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt02387904
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03165
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt07385
IRS990/FeesForServicesAccountingGrp/TotalAmt010550
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01173
IRS990/FeesForServicesLegalGrp/TotalAmt01173
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/PersonNm3WILLIAM RIVERS
IRS990/Form990PartVIISectionAGrp/PersonNm4HELEN PEDULA
IRS990/Form990PartVIISectionAGrp/PersonNm5SUE MOSNESS
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/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4ADVISORY CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt03289826
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02287727
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02287727
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt06667711
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt022110
IRS990/InsuranceGrp/TotalAmt022110
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0100132
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011218
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08662
IRS990/LandBldgEquipCostOrOtherBssAmt0108794
IRS990/LegalDomicileStateCd0MT
IRS990/LicensedMoreThanOneStateInd0false
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/NetAssetsOrFundBalancesBOYAmt0381145
IRS990/NetAssetsOrFundBalancesEOYAmt01112159
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt02020
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt09784
IRS990/OccupancyGrp/ProgramServicesAmt036806
IRS990/OccupancyGrp/TotalAmt046590
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011460
IRS990/OfficeExpensesGrp/TotalAmt011460
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011870
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt096043
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0107913
IRS990/OtherExpensesGrp/Desc0CONTRACTED SERVICES
IRS990/OtherExpensesGrp/Desc1RSVP PROGRAMMING
IRS990/OtherExpensesGrp/Desc2REPAIR AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03552
IRS990/OtherExpensesGrp/ProgramServicesAmt02366652
IRS990/OtherExpensesGrp/ProgramServicesAmt177167
IRS990/OtherExpensesGrp/ProgramServicesAmt215088
IRS990/OtherExpensesGrp/ProgramServicesAmt310659
IRS990/OtherExpensesGrp/TotalAmt02366652
IRS990/OtherExpensesGrp/TotalAmt177167
IRS990/OtherExpensesGrp/TotalAmt215088
IRS990/OtherExpensesGrp/TotalAmt314211
IRS990/OtherLiabilitiesGrp/EOYAmt01
IRS990/OtherRevenueMiscGrp/BusinessCd0624100
IRS990/OtherRevenueMiscGrp/BusinessCd1624100
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATIVE INCOME
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt080176
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt119142
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt080176
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt119142
IRS990/OtherRevenueTotalAmt099318
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt088053
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0712426
IRS990/OtherSalariesAndWagesGrp/TotalAmt0800479
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07191
IRS990/PayrollTaxesGrp/ProgramServicesAmt058178
IRS990/PayrollTaxesGrp/TotalAmt065369
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01297
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt010491
IRS990/PensionPlanContributionsGrp/TotalAmt011788
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0KELLY GEBHARDT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CASE MANAGEMENT
IRS990/ProgramServiceRevenueGrp/Desc1INFORMATION AND ASSIST
IRS990/ProgramServiceRevenueGrp/Desc2OMBUDSMAN
IRS990/ProgramServiceRevenueGrp/Desc3RSVP
IRS990/ProgramServiceRevenueGrp/Desc4VETERAN SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02259292
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt123100
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt223608
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt377167
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4880589
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02259292
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt123100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt223608
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt377167
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4880589
IRS990/ProgSrvcAccomActy2Grp/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: 1,200 INDIVIDUALS WITH 128,377 UNITS OF SERVICECONGREGATE MEALS: 4,472 INDIVIDUALS WITH 233,287 UNITS OF SERVICESKILLED NURSING: 53 INDIVIDUALS WITH 384 UNITS OF SERVICEHEALTH SCREENING: 422 INDIVIDUALS WITH 2,280 UNITS OF SERVICESENIOR CENTER ACTIVITY: 3,644 INDIVIDUALS WITH 138,521 UNITS OF SERVICEHOMEMAKING: 303 INDIVIDUALS WITH 8,543 UNITS OF SERVICERESPITE: 2 INDIVIDUALS WITH 303 UNITS OF SERVICEHOME HEALTH AIDE: 48 INDIVIDUALS WITH 16,623 UNITS OF SERVICE
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02287893
IRS990/ProgSrvcAccomActy2Grp/GrantAmt02287727
IRS990/ProgSrvcAccomActy3Grp/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 28 INDIVIDUALS WITH 467 UNITS OF SERVICE
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0745952
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0893380
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03101239
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt02313806
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02498047
IRS990/PYOtherRevenueAmt068607
IRS990/PYProgramServiceRevenueAmt02661762
IRS990/PYRevenuesLessExpensesAmt0-6143
IRS990/PYSalariesCompEmpBnftPaidAmt01025898
IRS990/PYTotalExpensesAmt05837751
IRS990/PYTotalRevenueAmt05831608
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0731014
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02259292
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0987000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06568393
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05831608
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05640763
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05507890
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04877273
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt028425927
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt028425927
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06568393
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05831608
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05640763
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05507890
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04877273
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt028425927
IRS990ScheduleA/TotalSupportAmt028425927
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08662
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0100132
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0108794
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Rounding
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08662
IRS990ScheduleD/TotalLiabilityAmt01
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0735163
IRS990ScheduleI/RecipientTable/CashGrantAmt119547
IRS990ScheduleI/RecipientTable/CashGrantAmt293495
IRS990ScheduleI/RecipientTable/CashGrantAmt3153419
IRS990ScheduleI/RecipientTable/CashGrantAmt417666
IRS990ScheduleI/RecipientTable/CashGrantAmt520733
IRS990ScheduleI/RecipientTable/CashGrantAmt619333
IRS990ScheduleI/RecipientTable/CashGrantAmt739648
IRS990ScheduleI/RecipientTable/CashGrantAmt830363
IRS990ScheduleI/RecipientTable/CashGrantAmt9104012
IRS990ScheduleI/RecipientTable/CashGrantAmt10217103
IRS990ScheduleI/RecipientTable/CashGrantAmt1117309
IRS990ScheduleI/RecipientTable/CashGrantAmt1214727
IRS990ScheduleI/RecipientTable/CashGrantAmt1365340
IRS990ScheduleI/RecipientTable/CashGrantAmt1419058
IRS990ScheduleI/RecipientTable/CashGrantAmt1517720
IRS990ScheduleI/RecipientTable/CashGrantAmt1618231
IRS990ScheduleI/RecipientTable/CashGrantAmt1714863
IRS990ScheduleI/RecipientTable/CashGrantAmt18367205
IRS990ScheduleI/RecipientTable/CashGrantAmt1973234
IRS990ScheduleI/RecipientTable/CashGrantAmt2052939
IRS990ScheduleI/RecipientTable/CashGrantAmt2124198
IRS990ScheduleI/RecipientTable/CashGrantAmt2220930
IRS990ScheduleI/RecipientTable/CashGrantAmt238943
IRS990ScheduleI/RecipientTable/CashGrantAmt2420535
IRS990ScheduleI/RecipientTable/CashGrantAmt2531176
IRS990ScheduleI/RecipientTable/CashGrantAmt2619998
IRS990ScheduleI/RecipientTable/CashGrantAmt2750839
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,274,854
Liabilities
$162,695
Net assets
$1,112,159
Revenue
$6,667,711
Expenses
$5,936,697
Net income
$731,014
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
2018Detailed filing. Detailed filing data is available for this year.$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