2025-12-05T09:57:03-06:00 2025-06-30 810348775 JUNKERMIERCLARKCAMPANELLASTEVENS PC 321 W BROADWAY 4TH FLOOR MISSOULA MT 59802 990 2024-07-01 810379543 MISSOULA AREA AGENCY ON AGING INC MISS 4067287682 337 STEPHENS AVENUE MISSOULA MT 59801 LISA SHEPPARD CEO 4067287682 2025-11-24 1 0 ALISSA A GRIMM CPA P01067948 4065494148 2025-11-24 2024 2025-03-06 01:10:19Z LISA SHEPPARD 337 STEPHENS AVENUE MISSOULA MT 59801 7013694 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 73 238 0 0 5966442 5463518 1230324 1122464 143098 266233 0 0 7339864 6852215 709104 727719 0 0 3423984 3480374 0 0 393889 2124064 1909250 6257152 6117343 1082712 734872 12257941 9623224 4138639 574044 8119302 9049180 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 2291561 565069 318323 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 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. 1264329 162650 46842 INFORMATION 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. 1211664 838299 IN-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. 4767554 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 16 0 1 73 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 GAYLE HUDGINS CHAIR 1.00 X X 0 0 0 TOM WOZNIAK VICE CHAIR 1.00 X X 0 0 0 KIM MCKELVEY TREASURER 1.00 X X 0 0 0 JAMES MCKAY SECRETARY 1.00 X X 0 0 0 KRISTIN PAGE-NEI PAST CHAIR 1.00 X 0 0 0 AMBER RODGERS MEMBER 1.00 X 0 0 0 MISSY HAIDLE MEMBER 1.00 X 0 0 0 DEB LAWTON MEMBER 1.00 X 0 0 0 GREG OLIVER MEMBER 1.00 X 0 0 0 ROBERTA SMITH 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 108062 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 139181 0 14458 GINNY HOLLAND CHIEF FINANCIAL OFFICER 40.00 X 109312 0 17471 248493 108062 31929 2 0 1 0 0 4426611 1036907 5463518 IN-HOME SERVICES 624100 838299 838299 COMMUNITY PROGRAMS 624100 237323 237323 RESOURCE CENTER 624100 46842 46842 1122464 185233 185233 242479 161479 81000 81000 81000 6852215 1203464 0 185233 727719 727719 280423 226737 36591 17095 2439374 2030911 268625 139838 124467 77961 35932 10574 355397 219831 102767 32799 280713 137761 120874 22078 32967 500 32467 25249 25249 306973 254575 30419 21979 121975 78142 92 43741 134303 57244 44486 32573 116522 81326 26876 8320 71962 4762 65625 1575 75322 46581 20347 8394 77019 43130 27727 6162 40352 40352 MEALS & FOOD 707155 698597 6052 2506 DUES AND SUBSCRIPTIONS 115998 32043 39087 44868 VOLUNTEER EXPENSES 32043 28596 3406 41 REPAIRS AND MAINTENANCE 22031 363 21668 29379 20775 7258 1346 6117343 4767554 955900 393889 1670470 1357681 1049686 1020156 487608 532396 42362 868 2442582 1387235 1132366 1055347 4264133 5625015 3611316 31761 12257941 9623224 527323 542283 3611316 31761 4138639 574044 X 6324063 7060533 1795239 1988647 8119302 9049180 12257941 9623224 734872 195006 0 X 0 1 X 1 1 1 X 4997628 5685828 5264539 5966442 5463518 27377955 4997628 5685828 5264539 5966442 5463518 27377955 56270 27321685 35153 39589 82519 143098 185233 485592 27863547 5282211 0.98060 0.98640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1795239 35849 157559 1988647 1518110 26203 250926 1795239 1393659 26639 190300 92488 1518110 1478185 128296 -212822 1393659 1261903 29040 187242 1478185 0.44080 0.55920 0 0 132000 132000 2310582 1387235 923347 1055347 AGENCY FUNDS 31761 31761 7077213 195006 29992 224998 6852215 0 6852215 6147335 29992 29992 6117343 0 6117343 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) 0 577269 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) 0 30400 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) 0 12500 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) 0 14500 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) 0 12250 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) 0 11500 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) 0 17900 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) 0 14550 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) 0 12600 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) 0 20200 STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE. 10 10 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. X X X 0 0 0 0 0 0 0 0 0 LISA SHEPPARD CHIEF EXECUTIVE OFFICER 139181 0 0 0 0 0 6375 0 8083 0 153639 0 0 0 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 183666 0 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 1886756 CASH GRANT