NonprofitsMissoula Area Agency On Aging

Human Services

Missoula Area Agency On Aging

MISSOULA, MT

Total revenue

$6.9M

Total expenses

$6.1M

Net assets

$9.0M

Grants received

$268K

18 grants

EIN

810379543

Tax year

2024

Mission

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

Programs

2 programs

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.

Expenses: $1.3MGrants: $163K

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.

Expenses: $1.2M

Financials

FY 2024

Revenue

Contributions & grants$5.5M
Program service revenue$1.1M
Investment income$266K
Other revenue
Total revenue$6.9M

Expenses

Grants paid$728K
Salaries & benefits$3.5M
Fundraising$394K
Other expenses$1.9M
Total expenses$6.1M
Total assets$9.6M
Net assets$9.0M

People

16 listed

NameRoleCompensation

LISA SHEPPARD

CHIEF EXECUTIVE OFFICER

Board

$139K

40 hrs/wk

GINNY HOLLAND

CHIEF FINANCIAL OFFICER

Board

$109K

40 hrs/wk

KIM MCKELVEY

TREASURER

Board

1 hrs/wk

JAMES MCKAY

SECRETARY

Board

1 hrs/wk

KRISTIN PAGE-NEI

PAST CHAIR

Board

1 hrs/wk

AMBER RODGERS

MEMBER

Board

1 hrs/wk

MISSY HAIDLE

MEMBER

Board

1 hrs/wk

DEB LAWTON

MEMBER

Board

1 hrs/wk

GAYLE HUDGINS

CHAIR

Board

1 hrs/wk

ROBERTA SMITH

MEMBER

Board

1 hrs/wk

CYNTHIA RADEMACHER

MEMBER

Board

1 hrs/wk

JUANITA VERO

MEMBER

Board

1 hrs/wk

STUART STRAHL

MEMBER

Board

1 hrs/wk

KRISTEN JORDAN

MEMBER

Board

1 hrs/wk

GREG OLIVER

MEMBER

Board

1 hrs/wk

TOM WOZNIAK

VICE CHAIR

Board

1 hrs/wk

Grants received

Showing 18 of 18

FromAmountPurposeYear
$17K
For grant recipient's exempt purposes
2023
$10K
GENERAL FUND
2022
$5K
PROJECT SUPPORT
2022
$5K
PHILANTHROPIC PURPOSES
2022
$10K
GENERAL FUND
2021
$7K
ELDERLY ASSISTANCE
2021
$7K
ELDERLY ASSISTANCE
2021
$6K
PROJECT SUPPORT AND OTHER SERVICES
2021
$6K
COVID PROGRAMS
2020
$5K
For grant recipient's exempt purposes
2020
$5K
EMERGENCY RELIEF
2020
$3K
PHILANTHROPIC PURPOSES
2020
$25K
COMMUNITY BENEFIT RESTRICTED GRANT
2019
$20K
OPERATIONAL SUPPORT
2018
$10K
SUPPORT FOR CARE TRANSITIONS COORDINATOR
2018

Funded by

$268K from 12 funders · 18 grants · 2018–2023

Donor Advised Charitable Giving Inc

$115K · 1 grant · 2023

Providence Health & Services - Montana

$45K · 2 grants · 2018–2019

Fidelity Investments Charitable Gift Fund

$23K · 2 grants · 2020–2023

Cross Charitable Foundation

$20K · 2 grants · 2021–2022

Seeley Lake Community Foundation

$13K · 2 grants · 2021

Meals On Wheels America

$12K · 2 grants · 2021–2022

Community Health Alliance

$10K · 1 grant · 2018

Details

EIN810379543
NTEE codeP81Z
Subsection03
Ruling date1980-02
Formed1979
Employees73
Volunteers238
MISSOULA AREA AGENCY ON AGING — Mission, Financials & Grants Received | Grantivo