Nonprofit · EIN 23-7397966
AREA V AGENCY ON AGING
Also known as SW MONTANA AGING AND DISABILITY SER
Tax-exempt · BUTTE, MT 59703
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,262,904 | $2,497,779 | -$234,875 | $512,219 | $55,041 | $457,178 |
| June 30, 2024 | 990 | $1,640,436 | $1,863,222 | -$222,786 | $398,796 | $61,555 | $337,241 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,468,655
- of which government grants
- $1,450,239
- Program service revenue
- $794,249
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $62,340
- Other salaries and wages
- $180,376
- Salaries, compensation and benefits (total)
- $304,308
- Professional fundraising fees
- $0
- Legal fees
- $3,539
- Accounting fees
- $795
- Occupancy
- $39,400
- Travel
- $5,980
- Program services (functional)
- $2,493,445
- Management and general (functional)
- $4,334
Balance sheet and other
- Total assets, start of year
- $398,796
- Total assets, end of year
- $512,219
- Total liabilities, end of year
- $55,041
- Net assets, end of year
- $457,178
- Land, buildings and equipment
- $7,179
- Net assets without donor restrictions
- $162,478
- Net assets with donor restrictions
- $294,700
- Gross receipts
- $2,262,904
- Employees
- 8
- Volunteers
- 0
- Year formed
- 1974
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE GILLBOY | EXECUTIVE DIRECTOR Trustee or director | 40 | $62,340 |
| DAN SAGER | CHAIR Officer | 0 | $0 |
| RON NYE | VICE CHAIR Officer | 0 | $0 |
| RENEE MCLURE | BOARD MEMBER Officer | 0 | $0 |
| DEBBIE PIERCE | BOARD MEMBER Officer | 0 | $0 |
| JIM CARPITA | BOARD MEMBER Officer | 0 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE GILLBOY | EXECUTIVE DIRECTOR Trustee or director | 40 | $59,241 |
| DAN SAGER | CHAIR Officer | 0 | $0 |
| RON NYE | VICE CHAIR Officer | 0 | $0 |
| DEBBIE PIERCE | SECRETARY Officer | 0 | $0 |
| JIM CARPITA | BOARD MEMBER Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 459, BUTTE, MT 59703-0459
- Principal officer (990 for 2024)
- JOE GILBOY, PO BOX 459, BUTTE, MT 59701
- Signed the 990
- JOE GILBOY, EXECUTIVE DIRECTOR
- Phone
- (406) 782-5555
- Website
- SWMADS.ORG
- Return prepared by
- NEWLAND AND COMPANY PC
Mission
THE MISSION OF THE AREA V AGENCY ON AGING IS TO PLAN, COORDINATE AND IMPLEMENT PROGRAMS OUTLINED UNDER THE OLDER AMERICANS ACT OF 1965 AS AMENDED AND THE MONTANA OLDER AMERICANS ACT OF 1972 AS AMENDED, WITHIN A SIX COUNTY SERVICE AREA IN SOUTHWEST MONTANA. AS AN ADULT AND DISABILITY RESOURCE CENTER THE AGENCY STRIVES TO BE THE FOCUL POINT FOR ALL SENIORS ANS ADULTS WITH A DISABILITY TO BE ABLE TO ACCESS AVAILABLE SERVICES IN THE AREA THROUGH DIRECT SUPPORT, REFERRALS AND APPLICATION ASSISTANCE.
Program accomplishments
- NUTRITION: CONGREGATE MEALS, HOME DELIVERED MEALS AND COMMODITY SUPPLEMENTAL FOOD PROGRAM.Expenses $391,791 · revenue $437,425
- SERVICES FOR ELDERLS AND ADULTS WITH A DISABILITYHOMEMAKER PROGRAMHEALTH SCREENING AND HEALTH PROMOTIONCAREGIVER SERVICESOUTREACHTRANSPORTATIONSENIOR CENTER ACTIVITIESINFORMATION AND ASSISTANCESTATE HEALTH INSURANCE ASSISTANCE PROGRAMSMPExpenses $1,097,526 · revenue $1,101,860
- AREA V AGENCY ADMINISTRATION AND AREA WIDE SERVICESADULT AND DISABILITY RESOURCE CENTER OVERSIGHT OF CONTRACTED SERVICESExpenses $1,004,128 · revenue $723,619
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7397966
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81Z)
- Assets (IRS master file)
- $512,219
- Income (IRS master file)
- $2,262,904
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,262,904 | $2,497,779 | $512,219 | XML |
| 990 | June 2024 | $1,640,436 | $1,863,222 | $398,796 | IRS |
| 990 | June 2023 | $1,542,485 | $2,139,785 | $261,361 | IRS |
| 990 | June 2022 | $1,670,146 | $1,946,472 | $490,204 | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7397966).
Questions about AREA V AGENCY ON AGING
- What is the EIN of AREA V AGENCY ON AGING?
- The employer identification number (EIN) of AREA V AGENCY ON AGING is 23-7397966.
- Is AREA V AGENCY ON AGING tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to AREA V AGENCY ON AGING tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AREA V AGENCY ON AGING file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AREA V AGENCY ON AGING due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AREA V AGENCY ON AGING last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of AREA V AGENCY ON AGING?
- The 990 for the year ended June 30, 2025 names JOE GILBOY.
- Who are the officers and directors of AREA V AGENCY ON AGING?
- The 990 for the year ended June 30, 2025 lists 6 people; 1 received compensation from the organization, the highest $62,340 (JOE GILLBOY, EXECUTIVE DIRECTOR).
- How much revenue does AREA V AGENCY ON AGING have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,262,904, expenses of $2,497,779 and total assets of $512,219 at year end.
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- EXCHANGE CLUB FOUNDATION OF BUTTE MONTANA EIN 47-4724120 · last filed 990-EZ for 2025
- MAK CHARITABLE FOUNDATION EIN 83-3407801 · last filed 990-PF for 2025
- SOUTHWEST MONTANA PAYEE SERVICES EIN 26-3948532 · last filed 990-N for 2025
- INGRAHAM FOUNDATION INC EIN 41-2905837 · last filed 990-N for 2025
- FOCUS RECOVERY GROUP EIN 46-5674229 · last filed 990-N for 2025