2026-09-08T13:05:59-07:00 2026-06-30 841430969 GAGE ACCOUNTING PC 17 3rd Ave E Polson MT 59860 990EZ 2025-07-01 810362436 LAKE COUNTY COUNCIL ON AGING INC LAKE 4066762367 PO BOX 666 POLSON MT 59860 DEBRA UPTON President 2026-09-08 true Jodi Bergh CPA P00603192 4068834368 2025 X X X N/A X X 1081 X 0 0 0 0 1081 1081 1350 5600 6950 -5869 10497 -4628 10497 10497 0 10497 0 OUR MISSION IS TO HELP THE NEEDS OF THE ELDERLY IN OUR COMMUNITY SO THAT THEY CAN LEAD INDEPENDENT, MEANINGFUL AND DIGNIFIED LIVES IN THEIR HOMES AND COMMUNITIES. PROVIDE RIDES TO MEDICAL APPOINTMENTS, SHOPPING, SOCIAL OUTINGS WITH ADVANCE NOTICE WITHIN LAKE COUNTY AND TO MISSOULA AND KALISPELL. ADDITIONALLY, PROVIDE ASSISTANCE WITH HOUSEKEEPING, MEAL PREP, AND ISSUES REGARDING MEDICARE, MEDICAID AND OTHER ASSISTANCE SERVICES. 6950 6950 DEBRA UPTON President 5.00 0 THERESA YORES Vice President 5.00 0 ANNE STEWART Secretary 1.00 0 ADELE VINCENT Treasurer 1.00 0 STEVE STANLEY Director 1.00 0 TODD WOOD Director 1.00 0 false false false false true false false 0 0 0 false 0 0 false DEBRA UPTON 528 MAIN ST SW RONAN MT 59864 4066762367 false false false false false false false false false false false NONE NONE true X 536327 287026 228572 40009 1081 1093015 43718 45463 57863 147044 0 580045 332489 286435 40009 1081 1240059 0 1240059 1077 538 677 1 2293 0 0 1242352 0.99820 0.99850 X CASH 2025-11-21 551 ACTUAL VALUE 810345779 110 MAIN ST STE 5 POLSON MT 59860 501 (C) (3) CASH 2026-06-16 4077 ACTUAL VALUE 810345779 110 MAIN ST STE 5 POLSON MT 59860 501 (C) (3) false false false false true false false true false false Other Revenue.1 MISCELLANEOUS INCOME $1081 Other Expenses.1012 Insurance $1770 Other Expenses.1 DUES & SUBSCRIPTIONS $3300 Other Expenses.2 MISCELLANEOUS $530 ADDITIONAL INFORMATION PART V #36 DURING THE TAX YEAR 2024, THE ORGANIZATION UNDERTOOK A WIND-DOWN OF ITS OPERATIONS FOLLOWING A DECISION BY ITS BOARD OF DIRECTORS TO TRANSFER THE ASSETS TO WESTERN MONTANA AREA VI AGENCY ON AGING AS WE COULD NO LONGER PROVIDE EFFECTIVE SERVICES DUE TO STAFFING ISSUES. IN CONNECTION WITH THIS WIND-DOWN, SUBSTANTIALLY ALL OF THE ORGANIZATION'S NET ASSETS WERE TRANSFERRED TO WESTERN MONTANA AREA VI AGENCY ON AGING, A QUALIFIED 501 (C)(3) ORGANIZATION, TO CONTINUE ACTIVITIES CONSISTENT WITH THE ORGANIZATION'S CHARITABLE PURPOSE. THE ORGANIZATION ANSWERED YES TO FORM 990 EZ, PART V, LINE 36 DUE TO THE FINAL DISPOSITION OF ASSETS. DETAILS OF THE ASSETS TRANSFERRED, INCLUDING FAIR MARKET VALUE AND RECIPIENT INFORMATION, ARE REPORTED ON SCHEDULE N. ALL DISTRIBUTIONS WERE MADE IN ACCORDANCE WITH APPLICABLE IRS REQUIREMENTS AND THE ORGANIZATION'S GOVERNING DOCUMENTS. FOLLOWING THESE TRANSFERS, THE ORGANIZATION RETAINED NO SIGNIFICANT ASSETS. THE ORGANIZATION HAS DISTRIBUTED ITS FINAL CASH BALANCE OF $4,077 TO FINISH WINDING DOWN THEIR AFFAIRS TO WESTERN MONTANA AREA VI AGENCY ON AGIING.