2024-12-03T12:48:07-06:00 2024-06-30 810348775 JUNKERMIERCLARKCAMPANELLASTEVENS PC 321 W BROADWAY 4TH FLOOR MISSOULA MT 59802 990 2023-07-01 810379543 MISSOULA AREA AGENCY ON AGING INC MISS 4067287682 337 STEPHENS AVENUE MISSOULA MT 59801 LISA SHEPPARD CEO 4067287682 2024-11-14 1 0 GREGORY PECK P00668992 4065494148 2024-11-12 2023 2024-10-15 13:58:12Z LISA SHEPPARD 337 STEPHENS AVENUE MISSOULA MT 59801 7339864 0 X WWW.MISSOULAAGINGSERVICES.ORG X 1979 MT TO PROMOTE THE INDEPENDENCE, DIGNITY AND HEALTH OF OLDER ADULTS AND THOSE WHO CARE FOR THEM. 14 14 84 277 0 0 5264539 5966442 995714 1230324 82519 143098 0 0 6342772 7339864 655197 709104 0 0 3372727 3423984 0 0 369614 2115717 2124064 6143641 6257152 199131 1082712 9726407 12257941 2974711 4138639 6751696 8119302 X 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. 0 0 2717658 564483 507691 COMMUNITY 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 123,237 HOME DELIVERED MEALS WERE PROVIDED TO 691 INDIVIDUALS IN FISCAL YEAR 2024, COMPARED TO 125,462 MEALS IN FISCAL YEAR 2023.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, LOLO, AND CONDON). A TOTAL OF 31,833 MEALS WERE SERVED TO 990 INDIVIDUALS IN FISCAL YEAR 2024, COMPARED TO 34,920 MEALS IN FISCAL YEAR 2023.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 OVER 40 COMMUNITY PARTNERS TO FIND THE VOLUNTEER EXPERIENCE THAT BEST FITS THEIR INTERESTS AND SKILLS. IN FISCAL YEAR 2024, APPROXIMATELY 240 VOLUNTEERS SUPPORTED THE MAS MISSION. EDUCATION PROGRAMS OFFERED 20 CLASSES FOR 208 PARTICIPANTS IN FISCAL YEAR 2024.406 FINANCIAL SERVICES IS A WHOLLY OWNED LIMITED LIABILITY COMPANY OF MISSOULA AGING SERVICES. ITS PURPOSES ARE THREEFOLD; 1) ACT AS FISCAL EMPLOYER AGENT FOR THE VETERANS DIRECTED CARE PROGRAM BY PROVIDING PAYROLL SERVICES FOR VETERAN EMPLOYERS, 2) CONTRACT WITH COUNTY COUNCILS ON AGING TO PROVIDE FINANCIAL AND ACCOUNTING SERVICES, AND 3) PROVIDE MONEY MANAGEMENT SERVICES ON A LIMITED BASIS FOR OLDER ADULTS IN NEED OF FINANCIAL SERVICES THROUGH BILL PAY, ORGANIZATIONAL SUPPORT, AND TRUST MANAGEMENT. DURING 2024, 406 FINANCIAL SERVICES SUPPORTED 426 VETERAN EMPLOYERS TO PAY 553 PERSONAL CARE ATTENDANT (PCA) EMPLOYEES TO SUPPORT THEIR HOME CARE IN 9 WESTERN MONTANA COUNTIES, IDAHO, AND WASHINGTON. IN FISCAL YEAR 2023, 333 VETERAN EMPLOYERS PAID 525 PCA EMPLOYEES IN 9 WESTERN MONTANA COUNTIES, IDAHO, AND WASHINGTON. 1210188 144621 41934 INFORMATION AND ASSISTANCE:THE RESOURCE CENTER PROVIDES INFORMATION, ASSISTANCE AND ONE-ON-ONE CONSULTATION FOR OLDER ADULTS AND THEIR CAREGIVERS AND IS ESPECIALLY HELPFUL TO ADULT CHILDREN SEEKING REFERRALS TO AGING SERVICES LOCALLY OR FROM A DISTANCE. INFORMATION IS AVAILABLE ON TOPICS SUCH AS 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. A LENDER'S LIBRARY IS ALSO AVAILABLE, WITH FREE ACCESS TO A COMPUTER AND THE INTERNET. IN FISCAL YEAR 2024, STAFF ANSWERED 22,705 CALLS AND SAW 4,230 CLIENTS, COMPARED TO 28,510 CALLS AND 5,055 CLIENTS IN FISCAL YEAR 2023.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 2024, THIS PROGRAM SERVED 40 CLIENTS COMPARED TO 37 IN FISCAL YEAR 2023.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 2024, 14,044 MEDICARE BENEFICIARIES WERE EDUCATED BY MONTANA SMP COMPARED TO 10,365 BENEFICIARIES IN FISCAL YEAR 2023.THE OMBUDSMAN PROGRAM PROTECTS THE RIGHTS OF 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 2024, OMBUDSMAN MADE 2,750 CONTACTS WITH RESIDENTS IN NURSING HOMES AND ASSISTED LIVING FACILITIES COMPARED TO 3,526 CONTACTS MADE IN FISCAL YEAR 2023. 1120409 680699 IN-HOME SERVICES:IN-HOME SUPPORT SERVICES PROVIDE PERSONAL CARE ATTENDANT (PCA) SERVICES TO HELP OLDER ADULTS STAY IN THEIR HOMES SAFELY AND GIVE PRIMARY CAREGIVERS THE OPPORTUNITY TO TAKE TIME FOR THEMSELVES. IN FISCAL YEAR 2024, MAS PROVIDED 2,626 HOURS OF IN-HOME SUPPORT SERVICES CARE TO 46 CLIENTS WITH OVER 90% OF MAS CLIENTS AND CAREGIVERS REPORTING THAT THESE SERVICES HELP THEM REMAIN HEALTHY, INDEPENDENT, AND IN THEIR OWN HOMES COMPARED TO 2,779 HOURS OF CARE TO 70 CLIENTS IN FISCAL YEAR 2023.THE CARING COMPANION PROGRAM MATCHES VOLUNTEERS WITH OLDER ADULT CLIENTS TO REDUCE SOCIAL ISOLATION AND LONELINESS. TWENTY-SIX (26) VOLUNTEER COMPANIONS SERVED 2,266 HOURS IN FISCAL YEAR 2024.VETERANS DIRECTED CARE PROGRAM EMPOWERS QUALIFYING VETERANS TO HIRE, EMPLOY AND SUPERVISE PERSONAL CARE ATTENDANTS TO HELP WITH DAILY NEEDS IN SUPPORT OF INDEPENDENCE. CARE COORDINATORS REVIEW PROGRAM GUIDELINES TO ASSIST WITH THE DEVELOPMENT AND IMPLEMENTATION OF CARE PLANS FOR THE VETERAN THAT BEST SUPPORT THEM MEETING THEIR PERSONAL GOALS. IN FISCAL YEAR 2024, 101 VETERANS WERE ENROLLED IN THE VETERANS' PROGRAM COMPARED TO 88 VETERANS IN FISCAL YEAR 2023.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. STAFF WORKED WITH A TOTAL OF 64 CLIENTS, THE MAJORITY OF WHICH ARE INDIVIDUALS LIVING WITH MEMORY LOSS OR DEMENTIA, IN FISCAL YEAR 2024, COMPARED TO 44 CLIENTS IN FISCAL YEAR 2023.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 2024, MAS SUPPORTED 82 FAMILY CAREGIVERS COMPARED TO 85 IN FISCAL YEAR 2023. 5048255 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 14 0 1 84 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 4067287682 337 STEPHENS AVENUE MISSOULA MT 59801 KRISTIN PAGE-NEI CHAIR 1.00 X X 0 0 0 GAYLE HUDGINS VICE CHAIR 1.00 X X 0 0 0 TOM WOZNIAK TREASURER 1.00 X X 0 0 0 DEB LAWTON SECRETARY 1.00 X X 0 0 0 ROBERTA SMITH PAST CHAIR 1.00 X 0 0 0 CARYN BOHENEK MEMBER 1.00 X 0 0 0 MISSY HAIDLE MEMBER 1.00 X 0 0 0 JOLYNN MCDERMOTT MEMBER 1.00 X 0 0 0 JAMES MCKAY MEMBER 1.00 X 0 0 0 KIM MCKELVEY MEMBER 1.00 X 0 0 0 CYNTHIA RADEMACHER MEMBER 1.00 X 0 0 0 JUANITA VERO MEMBER 1.00 40.00 X 0 0 0 STUART STRAHL MEMBER 1.00 X 0 0 0 KRISTEN JORDAN MEMBER 1.00 X 0 0 0 LISA SHEPPARD CHIEF EXECUTIVE OFFICER 40.00 X 119666 0 11219 GINNY HOLLAND CHIEF FINANCIAL OFFICER 40.00 X 101695 0 15000 221361 0 26219 2 0 0 0 0 4755847 1210595 5966442 IN-HOME SERVICES 624100 680699 680699 COMMUNITY PROGRAMS 624100 507691 507691 RESOURCE CENTER 624100 41934 41934 1230324 143098 143098 7339864 1230324 0 143098 709104 709104 247580 200330 32411 14839 2514228 2095543 271629 147056 97377 53536 36988 6853 337746 217740 95189 24817 227053 140522 64988 21543 25216 25216 23500 23500 321312 249413 45559 26340 119478 85474 34004 139794 57223 60028 22543 126412 92687 25597 8128 124883 103377 4538 16968 72143 35179 27105 9859 76408 42395 27863 6150 40422 2480 37942 MEALS & FOOD 830841 818557 10129 2155 DUES AND SUBSCRIPTIONS 129819 60158 41802 27859 MISCELLANEOUS 39152 32834 5818 500 VOLUNTEER EXPENSES 31409 28428 2981 23275 23275 6257152 5048255 839283 369614 2340652 1670470 451933 1049686 487608 1304 42362 2466569 1334203 1177325 1132366 3352777 4264133 2402416 3611316 9726407 12257941 562295 527323 10000 2402416 3611316 2974711 4138639 X 5233586 6324063 1518110 1795239 6751696 8119302 9726407 12257941 1082712 284894 0 X 0 1 X 1 1 1 X 4066958 4997628 5685828 5264539 5966442 25981395 4066958 4997628 5685828 5264539 5966442 25981395 25981395 58747 35153 39589 82519 143098 359106 26340501 5102964 0.98640 0.98760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1518110 26203 250926 1795239 1393659 26639 190300 92488 1518110 1478185 128296 -212822 1393659 1261903 29040 187242 1478185 1178987 25963 56953 1261903 0.46830 0.53170 0 0 132000 132000 2310581 1310215 1000366 23988 23988 0 1132366 MUTUAL FUNDS 4264133 F 4264133 AGENCY FUNDS 3611316 3611316 AGENCY FUNDS 3611316 3611316 7652635 284894 27877 312771 7339864 0 7339864 6285029 27877 27877 6257152 0 6257152 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. 1 RAVALLI COUNTY COUNCIL ON AGING 310 OLD CORVALLIS ROAD HAMILTON MT 59840 810423003 501(C)(3) 575847 0 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. AREA II AGENCY ON AGING 1502 4TH STREET WEST ROUNDUP MT 59072 810346754 501(C)(3) 26181 0 STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE. NORTH CENTRAL AREA III AGENCY ON AGING 311 S VIRGINIA ST STE 2 CONRAD MT 59425 810345882 501(C)(3) 8264 0 STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE. AREA VI AGENCY ON AGING 110 MAIN STREET SUITE 5 POLSON MT 59860 810345779 501(C)(3) 11364 0 STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE. AREA VIII AGENCY ON AGING 1801 BENEFIS COURT GREAT FALLS MT 59404 816001343 501(C)(3) 11364 0 STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE. AREA V AGENCY ON AGING 1015 SOUTH MONTANA STREET BUTTE MT 59701 237397966 501(C)(3) 11364 0 STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE. AREA IX AGENCY ON AGING 40 11TH ST WEST STE 100 KALISPELL MT 59901 816001361 501(C)(3) 14364 0 STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE. RSVP OF SOUTHWEST MONTANA 807 NORTH TRACY BOZEMAN MT 59715 810350886 501(C)(3) 13364 0 STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE. ROCKY MOUNTAIN DEVELOPMENT COUNCIL 200 S CRUSE AVE HELENA MT 59601 810296458 501(C)(3) 12364 0 STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE. AREA X AGENCY ON AGING 2 WEST SECOND ST HAVRE MT 59501 816001374 501(C)(3) 8264 0 STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE. ACTION FOR EASTERN MONTANA 2030 NORTH MERRILL GLENDIVE MT 59330 810297418 501(C)(3) 16364 0 STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE. 11 11 PART I, LINE 2: THE ORGANIZATION HAS INTERNAL CONTROLS OVER THE REQUESTING OF GRANT FUNDS AS WELL AS THE DISBURSEMENT OF GRANT FUNDS THAT ALLOWS THE ORGANIZATION TO MONITOR THE IN-FLOW AND OUT-FLOW OF GRANT FUNDS. THE ORGANIZATION ALSO MAINTAINS DETAILED BUDGETS FOR EACH GRANT BASED ON GRANT CONTACT AMOUNTS AND MONITORS THE BUDGETS AT A MINIMUM ON A MONTHLY BASIS. 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. 406 FINANCIAL SERVICES LLC 337 STEPHENS AVENUE MISSOULA MT 59801 471252737 PROMOTE THE INDEPENDENCE, DIGNITY, AND HEALTH OF ADULTS MT 339648 3715614 MISSOULA AREA AGENCY ON AGING MISSOULA COUNTY 200 WEST BROADWAY MISSOULA MT 59802 815001397 MISSOULA COUNTY OPERATIONS MT IRC 15 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MISSOULA COUNTY C 1913521 CASH GRANT