Civic Intelligence

Missoula Area Agency on Aging Inc

EIN 81-0379543 • 501(c)3 • Missoula, MT

Profile

Missoula aging services promotes the independence, dignity, and health of older adults and those that care for them through advocacy, education, services and volunteer opportunities.

337 Stephens AvenueMissoula, MT 59801

www.missoulaagingservices.org

Siviq Scores

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

Liabilities / Assets

38th percentile

0.06x

Higher debt load relative to assets than 38% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

37th percentile

0.08x

Higher debt load relative to revenue than 37% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

62nd percentile

11%

Higher net margin than 62% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

60th percentile

$153,639

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

6th percentile

-21%

Faster asset growth than 6% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

25th percentile

-6.6%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Down

$9,623,224

Down $2,634,717 (-21%) from 2024

Liabilities

Down

$574,044

Down $3,564,595 (-86%) from 2024

Net Assets

Up

$9,049,180

Up $929,878 (+11%) from 2024

Revenue

Down

$6,852,215

Down $487,649 (-6.6%) from 2024

Expenses

Down

$6,117,343

Down $139,809 (-2.2%) from 2024

Net Income

Down

$734,872

Down $347,840 (-32%) from 2024

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $3,545,824Liabilities 2011: $512,849Net Assets 2011: $3,032,9752011Assets 2012: $3,679,685Liabilities 2012: $477,418Net Assets 2012: $3,202,2672012Assets 2013: $3,710,427Liabilities 2013: $391,564Net Assets 2013: $3,318,8632013Assets 2014: $4,075,073Liabilities 2014: $404,945Net Assets 2014: $3,670,1282014Assets 2015: $4,497,853Liabilities 2015: $356,273Net Assets 2015: $4,141,5802015Assets 2017: $5,349,713Liabilities 2017: $463,945Net Assets 2017: $4,885,7682017Assets 2018: $5,408,377Liabilities 2018: $478,455Net Assets 2018: $4,929,9222018Assets 2019: $5,724,803Liabilities 2019: $611,512Net Assets 2019: $5,113,2912019Assets 2020: $7,349,828Liabilities 2020: $2,097,708Net Assets 2020: $5,252,1202020Assets 2021: $8,511,449Liabilities 2021: $2,449,656Net Assets 2021: $6,061,7932021Assets 2022: $8,861,931Liabilities 2022: $2,483,191Net Assets 2022: $6,378,7402022Assets 2023: $9,726,407Liabilities 2023: $2,974,711Net Assets 2023: $6,751,6962023Assets 2024: $12,257,941Liabilities 2024: $4,138,639Net Assets 2024: $8,119,3022024Assets 2025: $9,623,224Liabilities 2025: $574,044Net Assets 2025: $9,049,1802025

Highlighted filing

2025

Assets$9,623,224
Liabilities$574,044
Net Assets$9,049,180

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,678,106Expenses 2011: $3,393,375Net Income 2011: $284,7312011Revenue 2012: $3,525,230Expenses 2012: $3,371,059Net Income 2012: $154,1712012Expenses 2013: $3,359,0832013Revenue 2014: $3,441,434Expenses 2014: $3,170,754Net Income 2014: $270,6802014Revenue 2015: $3,879,854Expenses 2015: $3,424,863Net Income 2015: $454,9912015Revenue 2017: $4,294,740Expenses 2017: $4,028,748Net Income 2017: $265,9922017Revenue 2018: $4,157,111Expenses 2018: $4,234,765Net Income 2018: -$77,6542018Revenue 2019: $4,712,057Expenses 2019: $4,616,973Net Income 2019: $95,0842019Revenue 2020: $5,056,822Expenses 2020: $4,959,882Net Income 2020: $96,9402020Revenue 2021: $5,959,386Expenses 2021: $5,554,188Net Income 2021: $405,1982021Revenue 2022: $6,732,521Expenses 2022: $6,010,504Net Income 2022: $722,0172022Revenue 2023: $6,342,772Expenses 2023: $6,143,641Net Income 2023: $199,1312023Revenue 2024: $7,339,864Expenses 2024: $6,257,152Net Income 2024: $1,082,7122024Revenue 2025: $6,852,215Expenses 2025: $6,117,343Net Income 2025: $734,8722025

Highlighted filing

2025

Revenue$6,852,215
Expenses$6,117,343
Net Income$734,872

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.62$0.57$9.05$6.85$6.12$0.73
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$4.14$8.12$7.34$6.26$1.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.73$2.97$6.75$6.34$6.14$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.86$2.48$6.38$6.73$6.01$0.72
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.51$2.45$6.06$5.96$5.55$0.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.35$2.10$5.25$5.06$4.96$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.72$0.61$5.11$4.71$4.62$0.10
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.41$0.48$4.93$4.16$4.23$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.35$0.46$4.89$4.29$4.03$0.27
2015Detailed filing. Detailed filing data is available for this year.$4.50$0.36$4.14$3.88$3.42$0.45
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.08$0.40$3.67$3.44$3.17$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.71$0.39$3.32$3.36
2012Summary only. Only limited summary data is available for this year.$3.68$0.48$3.20$3.53$3.37$0.15
2011Summary only. Only limited summary data is available for this year.$3.55$0.51$3.03$3.68$3.39$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 24, 2025
Return Version
2024v5.2
Gross Receipts
$7,013,694
Mission and Program Overview

Mission

Missoula aging services promotes the independence, dignity, and health of older adults and those that care for them through advocacy, education, services and volunteer opportunities.

To promote the independence, dignity and health of older adults and those who care for them.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,264,133$5,625,015▲ $1,360,882
Cash and Non-Interest-Bearing Accounts$1,670,470$1,357,681▼ $312,789
Land, Buildings, and Equipment, Net$1,132,366$1,055,347▼ $77,019
Pledges and Grants Receivable$1,049,686$1,020,156▼ $29,530
Accounts Receivable$487,608$532,396▲ $44,788
Prepaid Expenses and Deferred Charges$42,362$868▼ $41,494
Total Assets$12,257,941$9,623,224▼ $2,634,717
Other Assets Total$3,611,316$31,761▼ $3,579,555
Liabilities
Accounts Payable and Accrued Expenses$527,323$542,283▲ $14,960
Other Liabilities$3,611,316$31,761▼ $3,579,555
Total Liabilities$4,138,639$574,044▼ $3,564,595
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,324,063$7,060,533▲ $736,470
Net Assets With Donor Restrictions$1,795,239$1,988,647▲ $193,408
Total Net Assets Fund Balance$8,119,302$9,049,180▲ $929,878
Total Liabilities and Net Assets / Fund Balance$12,257,941$9,623,224▼ $2,634,717

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$923,347$1,387,235$2,310,582
Land$132,000-$132,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,795,239$35,849▲ $157,559-$1,988,647
2023$1,518,110$26,203▲ $250,926-$1,795,239
2022$1,393,659$26,639▲ $190,300$92,488$1,518,110
2021$1,478,185$128,296▼ $212,822-$1,393,659
2020$1,261,903$29,040▲ $187,242-$1,478,185
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa SheppardChief Executive OfficerFT$139,181$14,458$153,639
Ginny HollandChief Financial OfficerFT$109,312$17,471$126,783
Juanita VeroMember--$108,062$108,062

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$5,463,518
Program Service Revenue
$1,122,464
Investment Income
$266,233
Other Revenue
$0
All Other Contributions
$1,036,907
Change in Net Assets
$734,872

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,852,215
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$224,998
Total Revenue per Audited Statements
$7,077,213
Total Revenue per Form 990
$6,852,215
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,480,374
Other Expenses$1,909,250
Grants and Similar Amounts Paid$727,719
Total Fundraising Expense$393,889
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,030,911$268,625$139,838$2,439,374
Grants to Domestic Orgs$727,719--$727,719
Other Employee Benefits$219,831$102,767$32,799$355,397
Fees for Services Other$254,575$30,419$21,979$306,973
Payroll Taxes$137,761$120,874$22,078$280,713
Current Officers, Directors, Trustees, and Key Employees$226,737$36,591$17,095$280,423
Office Expenses$57,244$44,486$32,573$134,303
Pension Plan Contributions$77,961$35,932$10,574$124,467
Advertising$78,142$92$43,741$121,975
Information Technology$81,326$26,876$8,320$116,522
Depreciation Depletion$43,130$27,727$6,162$77,019
Travel$46,581$20,347$8,394$75,322
Occupancy$4,762$65,625$1,575$71,962
Insurance-$40,352-$40,352
Fees for Services Legal$500$32,467-$32,967
All Other Expenses$20,775$7,258$1,346$29,379
Fees for Services Accounting-$25,249-$25,249
Other Expenses$363$21,668$41$22,031
Total Functional Expenses$4,767,554$955,900$393,889$6,117,343

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,147,335
Expenses per Audited Statements$6,117,343
Total Expenses per Form 990$6,117,343
Expenses Not Reported on Form 990$29,992
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Action for Eastern MontanaGlendive, MT501(c)(3)Statewide Volunteer Initiative for the Prevention of Medicare Waste, Fraud and Abuse.$0
Area Ii Agency on AgingRoundup, MT501(c)(3)Statewide Volunteer Initiative for the Prevention of Medicare Waste, Fraud and Abuse.$0
Area Ix Agency on AgingKalispell, MT501(c)(3)Statewide Volunteer Initiative for the Prevention of Medicare Waste, Fraud and Abuse.$0
Area V Agency on AgingButte, MT501(c)(3)Statewide Volunteer Initiative for the Prevention of Medicare Waste, Fraud and Abuse.$0
Area Vi Agency on AgingPolson, MT501(c)(3)Statewide Volunteer Initiative for the Prevention of Medicare Waste, Fraud and Abuse.$0
Area Viii Agency on AgingGreat Falls, MT501(c)(3)Statewide Volunteer Initiative for the Prevention of Medicare Waste, Fraud and Abuse.$0
North Central Area Iii Agency on AgingConrad, MT501(c)(3)Statewide Volunteer Initiative for the Prevention of Medicare Waste, Fraud and Abuse.$0
Ravalli County Council on AgingHamilton, MT501(c)(3)Development and Maintenance of a Comprehensive and Coordinated Service Delivery System for Supportive, Nutrition, Information, Caregiver and Advocacy Services to Older Individuals in Accordance With the Older Americans Act. Addditionally, Statewide Volunteer Initiative for the Prevention of Medicare Waste, Fraud and Abuse. Develop Home and Community Based Services for People With Alzheimers and Dementia and Their Caregivers.$0
Rocky Mountain Development CouncilHelena, MT501(c)(3)Statewide Volunteer Initiative for the Prevention of Medicare Waste, Fraud and Abuse.$0
Rsvp of Southwest MontanaBozeman, MT501(c)(3)Statewide Volunteer Initiative for the Prevention of Medicare Waste, Fraud and Abuse.$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Other Reported Liabilities

LiabilityAmount
Agency Funds$31,761
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 7A

Missoula aging services' board of directors is appointed, and may be removed at will, by the board of county commissioners of missoula county.

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

The 990 is provided first to the finance committee who reviews the document and then provides the form to the governing board for final review and approval before filing.

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

Missoula aging service's staff and board members are trained annually during the regularly scheduled monthly meetings regarding what constitutes conflict of interest. Staff and board members are required to disclose in writing their affiliations and potential conflicts of interest. Staff and board member signatures are required to demonstrate their attendance and understanding of the policy.

Form 990, Part VI, Section B, Line 15

The governing board has developed policies designed to support managers in administration base compensation programs. The compensation committee comprised of the management team, initiates the salary planning process and has final authority on all decisions regarding compensation. The planning process includes an independent and periodic market survey of wages and grade adjustments.

Form 990, Part VI, Section C, Line 19

The organization makes all documents available upon request and is capable of providing information in electronic format.

Filing and Contact Details

Filer

Filer Name
Missoula Area Agency on Aging Inc
EIN
81-0379543
Phone
4067287682
Address
337 STEPHENS AVENUE, MISSOULA, MT 59801

Signing Officer

Name
Lisa Sheppard
Title
CEO
Phone
4067287682
Signed
2025-11-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Sheppard
Formed
1979
Legal Domicile
Mt
Voting Board Members
14
Independent Board Members
14
Employees
73
Volunteers
238

Preparer

Firm
Junkermierclarkcampanellastevens Pc
Address
321 W BROADWAY 4TH FLOOR, MISSOULA, MT 59802
Preparer
Alissa a Grimm CPA
Phone
4065494148
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

Mas has adopted investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the purchasing power of the endowment assets. Endowment assets include those assets of donor-restricted funds that mas must hold in perpetuity or for a donor-specified period. Under this policy, as approved by the board of directors, the endowment assets are invested in a manner that is intended to achieve favorable returns when compared to inflation as measured by the consumer price index (cpi). Actual returns in any given year may vary from this amount. Mas has a policy where the organization may appropriate for distribution each year 4 percent of its endowment fund's average fair value over the prior 8 quarters. In establishing this policy, mas considered the long-term expected return on its endowment. Accordingly, over the long term, mas expects the current spending policy to allow its endowment to grow at an average consistent with inflation. This is consistent with mas' objective to maintain the purchasing power of the endowment assets held in perpetuity or for a specified term as well as to provide additional real growth through new gifts and investment return.

Raw XML AppendixShowing 400 of 738 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0527323
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0542283
IRS990/AccountsReceivableGrp/BOYAmt0487608
IRS990/AccountsReceivableGrp/EOYAmt0532396
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROMOTE THE INDEPENDENCE, DIGNITY AND HEALTH OF OLDER ADULTS AND THOSE WHO CARE FOR THEM.
IRS990/AdvertisingGrp/FundraisingAmt043741
IRS990/AdvertisingGrp/ManagementAndGeneralAmt092
IRS990/AdvertisingGrp/ProgramServicesAmt078142
IRS990/AdvertisingGrp/TotalAmt0121975
IRS990/AllOtherContributionsAmt01036907
IRS990/AllOtherExpensesGrp/FundraisingAmt01346
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt07258
IRS990/AllOtherExpensesGrp/ProgramServicesAmt020775
IRS990/AllOtherExpensesGrp/TotalAmt029379
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum04067287682
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0337 STEPHENS AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MISSOULA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059801
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01670470
IRS990/CashNonInterestBearingGrp/EOYAmt01357681
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt017095
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt036591
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0226737
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0280423
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05463518
IRS990/CYGrantsAndSimilarPaidAmt0727719
IRS990/CYInvestmentIncomeAmt0266233
IRS990/CYOtherExpensesAmt01909250
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01122464
IRS990/CYRevenuesLessExpensesAmt0734872
IRS990/CYSalariesCompEmpBnftPaidAmt03480374
IRS990/CYTotalExpensesAmt06117343
IRS990/CYTotalFundraisingExpenseAmt0393889
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06852215
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt06162
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt027727
IRS990/DepreciationDepletionGrp/ProgramServicesAmt043130
IRS990/DepreciationDepletionGrp/TotalAmt077019
IRS990/Desc0COMMUNITY PROGRAMS:MEALS ON WHEELS SERVES HOUSEBOUND OLDER ADULTS AND PEOPLE WITH DISABILITIES THROUGHOUT ALL OF MISSOULA COUNTY. LIQUID NUTRITION (ENSURE) IS PROVIDED AT COST. A TOTAL OF 103,560 HOME DELIVERED MEALS WERE PROVIDED TO 641 INDIVIDUALS IN FISCAL YEAR 2025, COMPARED TO 123,637 MEALS PROVIDED TO 691 INDIVIDUALS IN FISCAL YEAR 2024.CONGREGATE DINING PROGRAMS (ALSO KNOWN AS COMMUNITY LUNCH PROGRAMS) PROVIDE OLDER ADULTS THE OPPORTUNITY TO SHARE WEEKDAY MEALS IN A SOCIAL ATMOSPHERE AT THE SENIOR CENTERS AND OTHER MEAL SITES IN MISSOULA COUNTY (MISSOULA, SEELEY LAKE, BONNER AND LOLO). A TOTAL OF 26,521 MEALS WERE SERVED TO 738 INDIVIDUALS IN FISCAL YEAR 2025, COMPARED TO 31,833 MEALS SERVED TO 990 INDIVIDUALS IN FISCAL YEAR 2024.THE VOLUNTEER SERVICES PROGRAM OFFERS OLDER ADULTS A WIDE RANGE OF VOLUNTEER OPPORTUNITIES WITHIN MAS, INCLUDING MEALS ON WHEELS DRIVERS, CARING COMPANIONS, AND RESOURCE VOLUNTEERS, AND ALSO HELPS OLDER ADULTS CONNECT WITH COMMUNITY PARTNERS TO FIND THE VOLUNTEER EXPERIENCE THAT BEST FITS THEIR INTERESTS AND SKILLS. IN FISCAL YEAR 2025, APPROXIMATELY 182 VOLUNTEERS SUPPORTED THE MAS MISSION, PROVIDING 21,882 HOURS OF SERVICE.EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS OFFERED 16 CLASSES FOR 104 PARTICIPANTS IN FISCAL YEAR 2025. THREE COMMUNITY CONVERSATIONS ON AGING, IN WHICH A TOTAL OF 50 PEOPLE PARTICIPATED, WERE ALSO HELD IN FISCAL YEAR 2025.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01795239
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01988647
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt073
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02291561
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt025249
IRS990/FeesForServicesAccountingGrp/TotalAmt025249
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt032467
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0500
IRS990/FeesForServicesLegalGrp/TotalAmt032967
IRS990/FeesForServicesOtherGrp/FundraisingAmt021979
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt030419
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0254575
IRS990/FeesForServicesOtherGrp/TotalAmt0306973
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1414458
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1517471
IRS990/Form990PartVIISectionAGrp/PersonNm0GAYLE HUDGINS
IRS990/Form990PartVIISectionAGrp/PersonNm1TOM WOZNIAK
IRS990/Form990PartVIISectionAGrp/PersonNm2KIM MCKELVEY
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES MCKAY
IRS990/Form990PartVIISectionAGrp/PersonNm4KRISTIN PAGE-NEI
IRS990/Form990PartVIISectionAGrp/PersonNm5AMBER RODGERS
IRS990/Form990PartVIISectionAGrp/PersonNm6MISSY HAIDLE
IRS990/Form990PartVIISectionAGrp/PersonNm7DEB LAWTON
IRS990/Form990PartVIISectionAGrp/PersonNm8GREG OLIVER
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBERTA SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm10CYNTHIA RADEMACHER
IRS990/Form990PartVIISectionAGrp/PersonNm11JUANITA VERO
IRS990/Form990PartVIISectionAGrp/PersonNm12STUART STRAHL
IRS990/Form990PartVIISectionAGrp/PersonNm13KRISTEN JORDAN
IRS990/Form990PartVIISectionAGrp/PersonNm14LISA SHEPPARD
IRS990/Form990PartVIISectionAGrp/PersonNm15GINNY HOLLAND
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14139181
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15109312
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11108062
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt081000
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt04426611
IRS990/GrantAmt0565069
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0727719
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0727719
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0242479
IRS990/GrossReceiptsAmt07013694
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt08320
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt026876
IRS990/InformationTechnologyGrp/ProgramServicesAmt081326
IRS990/InformationTechnologyGrp/TotalAmt0116522
IRS990/InsuranceGrp/ManagementAndGeneralAmt040352
IRS990/InsuranceGrp/TotalAmt040352
IRS990/InvestmentIncomeGrp/ExclusionAmt0185233
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0185233
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04264133
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05625015
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01387235
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01132366
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01055347
IRS990/LandBldgEquipCostOrOtherBssAmt02442582
IRS990/LegalDomicileStateCd0MT
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0161479
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0MISSOULA AGING SERVICES PROMOTES THE INDEPENDENCE, DIGNITY, AND HEALTH OF OLDER ADULTS AND THOSE THAT CARE FOR THEM THROUGH ADVOCACY, EDUCATION, SERVICES, AND VOLUNTEER OPPORTUNITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08119302
IRS990/NetAssetsOrFundBalancesEOYAmt09049180
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt081000
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt081000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0195006
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06324063
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07060533
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01575
IRS990/OccupancyGrp/ManagementAndGeneralAmt065625
IRS990/OccupancyGrp/ProgramServicesAmt04762
IRS990/OccupancyGrp/TotalAmt071962
IRS990/OfficeExpensesGrp/FundraisingAmt032573
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt044486
IRS990/OfficeExpensesGrp/ProgramServicesAmt057244
IRS990/OfficeExpensesGrp/TotalAmt0134303
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03611316
IRS990/OtherAssetsTotalGrp/EOYAmt031761
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt032799
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0102767
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0219831
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0355397
IRS990/OtherExpensesGrp/Desc0MEALS & FOOD
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2VOLUNTEER EXPENSES
IRS990/OtherExpensesGrp/Desc3REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/FundraisingAmt02506
IRS990/OtherExpensesGrp/FundraisingAmt144868
IRS990/OtherExpensesGrp/FundraisingAmt241
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06052
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt139087
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23406
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt321668
IRS990/OtherExpensesGrp/ProgramServicesAmt0698597
IRS990/OtherExpensesGrp/ProgramServicesAmt132043
IRS990/OtherExpensesGrp/ProgramServicesAmt228596
IRS990/OtherExpensesGrp/ProgramServicesAmt3363
IRS990/OtherExpensesGrp/TotalAmt0707155
IRS990/OtherExpensesGrp/TotalAmt1115998
IRS990/OtherExpensesGrp/TotalAmt232043
IRS990/OtherExpensesGrp/TotalAmt322031
IRS990/OtherLiabilitiesGrp/BOYAmt03611316
IRS990/OtherLiabilitiesGrp/EOYAmt031761
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0139838
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0268625
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02030911
IRS990/OtherSalariesAndWagesGrp/TotalAmt02439374
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt022078
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0120874
IRS990/PayrollTaxesGrp/ProgramServicesAmt0137761
IRS990/PayrollTaxesGrp/TotalAmt0280713
IRS990/PensionPlanContributionsGrp/FundraisingAmt010574
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt035932
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt077961
IRS990/PensionPlanContributionsGrp/TotalAmt0124467
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01049686
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01020156
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt042362
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0868
IRS990/PrincipalOfficerNm0LISA SHEPPARD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2624100
IRS990/ProgramServiceRevenueGrp/Desc0IN-HOME SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1COMMUNITY PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc2RESOURCE CENTER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0838299
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1237323
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt246842
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0838299
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1237323
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt246842
IRS990/ProgSrvcAccomActy2Grp/Desc0INFORMATION AND ASSISTANCE:THE RESOURCE CENTER PROVIDES INFORMATION, ASSISTANCE, AND ONE-ON-ONE CONSULTATION REGARDING AGING SERVICES TO OLDER ADULTS AND THEIR CAREGIVERS, INCLUDING ADULT CHILDREN SEEKING LOCAL REFERRALS FROM A DISTANCE. COMMON TOPICS INCLUDE LONG-TERM CARE, ESTATE PLANNING, MEDICARE AND MEDICAID, AND HOMEOWNER/RENTER TAX CREDITS. RESOURCE STAFF ALSO PROVIDE OLDER ADULTS WITH FREE BENEFITS SCREENINGS TO DETERMINE WHAT COST-SAVING BENEFITS THEY MAY BE ELIGIBLE FOR, AND THEN ASSIST INDIVIDUALS TO COMPLETE, SUBMIT, AND TRACK APPLICATIONS. IN FISCAL YEAR 2025, STAFF ANSWERED 27,481 CALLS AND HELPED 4,098 CLIENTS, COMPARED TO 22,705 CALLS AND 4,230 CLIENTS IN FISCAL YEAR 2024.THE MONEY MANAGEMENT PROGRAM HELPS OLDER ADULTS AND OTHER AT-RISK INDIVIDUALS MANAGE THEIR PERSONAL FINANCIAL AFFAIRS THROUGH SERVING AS A REPRESENTATIVE PAYEE, PROVIDING BILL PAYMENT SERVICES, HELPING WITH BUDGETS, AND ADVOCATING TO PREVENT FINANCIAL EXPLOITATION OR ABUSE. IN FISCAL YEAR 2025, THIS PROGRAM SERVED 40 CLIENTS COMPARED TO 40 IN FISCAL YEAR 2024.MONTANA SMP (SENIOR MEDICARE PATROL) FUNDED BY THE ADMINISTRATION ON AGING, IS A STATEWIDE PROGRAM WHICH UTILIZES TRAINED VOLUNTEERS TO HELP REDUCE MEDICARE AND MEDICAID WASTE, FRAUD, AND ABUSE. IN FISCAL YEAR 2025, MONTANA SMP EDUCATED APPROXIMATELY 13,000 MEDICARE BENEFICIARIES COMPARED TO 14,044 BENEFICIARIES IN FISCAL YEAR 2024. THE OMBUDSMAN PROGRAM ADVOCATES FOR RESIDENTS LIVING IN LONG-TERM CARE FACILITIES BY HELPING THEM UNDERSTAND AND EXERCISE THEIR RIGHT TO GOOD CARE. OMBUDSMEN ARE IMPARTIAL MEDIATORS WHO INVESTIGATE RESIDENT CONCERNS AND PROVIDE INFORMATION, SUGGEST SOLUTIONS, AND PRESS FOR IMPROVEMENTS ON BEHALF OF RESIDENTS. IN FISCAL YEAR 2025, OMBUDSMAN MADE 2,809 CONTACTS WITH RESIDENTS IN NURSING HOMES AND ASSISTED LIVING FACILITIES COMPARED TO 2,750 CONTACTS MADE IN FISCAL YEAR 2024.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01264329
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0162650
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt046842
IRS990/ProgSrvcAccomActy3Grp/Desc0IN-HOME SERVICES:IN-HOME SUPPORT SERVICES STAFF, CALLED CLIENT SUPPORT SPECIALISTS, HELP OLDER ADULTS AGE AT HOME SAFELY AND COMFORTABLY AND GIVE PRIMARY CAREGIVERS THE OPPORTUNITY TO TAKE TIME FOR THEMSELVES. IN FISCAL YEAR 2025, MAS PROVIDED 2,444 HOURS OF IN-HOME SUPPORT SERVICES TO 66 CLIENTS. THIS COMPARES TO 2,626 HOURS OF CARE FOR 46 CLIENTS IN FISCAL YEAR 2024.THE CARING COMPANION PROGRAM MATCHES VOLUNTEERS WITH OLDER ADULT CLIENTS TO REDUCE SOCIAL ISOLATION AND LONELINESS. THIRTY-TWO (32) CLIENTS WERE MATCHED WITH COMPANIONS, AND VOLUNTEERS SERVED 1,757 HOURS IN FISCAL YEAR 2025.THE VETERAN DIRECTED CARE PROGRAM EMPOWERS QUALIFYING VETERANS TO HIRE, EMPLOY AND SUPERVISE PERSONAL CARE ATTENDANTS TO HELP WITH DAILY NEEDS IN SUPPORT OF INDEPENDENCE. MAS CARE COORDINATORS ASSIST VETERANS TO DEVELOP AND IMPLEMENT CARE PLANS TO MEET THEIR PERSONAL NEEDS. IN FISCAL YEAR 2025, 112 VETERANS WERE SERVED COMPARED TO 102 VETERANS IN FISCAL YEAR 2024.CARE MANAGEMENT PROGRAM STAFF ASSIST OLDER ADULTS WITH COMPLEX NEEDS TO NAVIGATE AND ACCESS HEALTH AND SOCIAL CARE SYSTEMS TO SUPPORT SAFETY, INDEPENDENCE, AND QUALITY OF LIFE. IN FISCAL YEAR 2025, THE PROGRAM SERVED 52 CLIENTS, THE MAJORITY OF WHICH ARE INDIVIDUALS LIVING WITH MEMORY LOSS OR DEMENTIA. THIS COMPARES TO 64 CLIENTS SERVED IN FISCAL YEAR 2024.THE FAMILY CAREGIVER SUPPORT PROGRAM ASSISTS ADULT FAMILY MEMBERS AND OTHER INFORMAL PROVIDERS OF IN-HOME CARE TO OLDER ADULTS. STAFF CONNECT CAREGIVERS AND THEIR LOVED ONES TO MAS SERVICES, SUCH IN-HOME SERVICES, CARING COMPANIONS, AND RESPITE (WHICH PROVIDES CAREGIVERS TEMPORARY RELIEF FROM CAREGIVING RESPONSIBILITIES). CAREGIVERS CAN ALSO PARTICIPATE IN ONGOING SUPPORT GROUPS OR TAKE A POWERFUL TOOLS FOR CAREGIVERS CLASS. IN FISCAL YEAR 2025, MAS SUPPORTED 75 FAMILY CAREGIVERS COMPARED TO 82 IN FISCAL YEAR 2024.THE HOME MODIFICATION PROGRAM PROVIDES OLDER ADULTS (HOMEOWNERS AND RENTERS) WITH AFFORDABLE ASSISTANCE WITH MINOR HOME MODIFICATIONS AND REPAIRS TO IMPROVE ACCESSIBILITY AND ADDRESS SAFETY CONCERNS. PROJECTS INCLUDE INSTALLATION OF GRAB BARS AND ACCESSIBLE BATHROOM FIXTURES, SAFETY LATCHES AND ACCESSIBLE HANDLES, HAND RAILINGS, SMOKE/O2 DETECTORS, WEATHERIZATION, LIGHT FIXTURE REPLACEMENTS, DRYWALL PATCHING, ETC.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01211664
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0838299
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05966442
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0709104
IRS990/PYInvestmentIncomeAmt0143098
IRS990/PYOtherExpensesAmt02124064
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01230324
IRS990/PYRevenuesLessExpensesAmt01082712
IRS990/PYSalariesCompEmpBnftPaidAmt03423984
IRS990/PYTotalExpensesAmt06257152
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07339864
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0734872
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0318323
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05463518
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05966442
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05264539
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05685828
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04997628
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt027377955
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0185233
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0143098
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt082519
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt039589
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt035153
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0485592
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt05282211
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98060
IRS990ScheduleA/PublicSupportPY170Pct00.98640
IRS990ScheduleA/PublicSupportTotal170Amt027321685
IRS990ScheduleA/SubstantialContributorsTotAmt056270
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.