Nonprofit · EIN 81-0345779
WESTERN MONTANA AREA VI AGENCY ON AGING
Tax-exempt · POLSON, MT 59860
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,264,518 | $3,098,913 | $165,605 | $2,791,956 | $399,533 | $2,392,423 |
| June 30, 2024 | 990 | $2,352,346 | $2,577,684 | -$225,338 | $2,709,419 | $564,723 | $2,144,696 |
| June 30, 2023 | 990 | $3,297,445 | $2,542,711 | $754,734 | $3,052,073 | $795,800 | $2,256,273 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,265,738
- of which government grants
- $3,246,528
- Program service revenue
- $0
- Investment income
- $2,475
- Net income from fundraising events
- -$3,695
- Other revenue
- -$3,695
Expenses
- Grants and similar amounts paid
- $1,004,986
- Compensation of officers, directors and key employees
- $259,167
- Other salaries and wages
- $958,829
- Salaries, compensation and benefits (total)
- $1,565,412
- Professional fundraising fees
- $0
- Legal fees
- $145,893
- Accounting fees
- $6,773
- Occupancy
- $74,952
- Travel
- $68,516
- Depreciation
- $1,732
- Program services (functional)
- $2,597,527
- Management and general (functional)
- $501,386
Balance sheet and other
- Total assets, start of year
- $2,709,419
- Total assets, end of year
- $2,791,956
- Total liabilities, end of year
- $399,533
- Net assets, end of year
- $2,392,423
- Land, buildings and equipment
- $2,578
- Publicly traded securities
- $631,340
- Net assets without donor restrictions
- $2,392,423
- Gross receipts
- $3,272,563
- Employees
- 43
- Volunteers
- 3
- Year formed
- 1976
- 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 | Other / benefits |
|---|---|---|---|---|
| LORI THIBODEAU-SEAY | Executive Dir. Officer | 40 | $74,653 | $27,752 |
| CHRISTY HULING | VDC PROG. MNGR Officer | 40 | $67,043 | $11,169 |
| TYLER SANFORD | FISCAL OFFICER Officer | 40 | $59,920 | $12,139 |
| STEVE STANLEY | President Trustee or director, Officer | 1 | $0 | $0 |
| JOAN CUFFEE | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| JOHN HOLLAND | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| BRENT TESKE | MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LORI THIBODEAU-SEAY | Executive Dir. Officer | 40 | $74,653 | $18,056 |
| TYLER SANFORD | FISCAL OFFICER Officer | 40 | $59,920 | $10,351 |
| STEVE STANLEY | President Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL PIERRE | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| FAYELLEN PETERSON | MEMBER Trustee or director | 1 | $0 | $0 |
| JOAN CUFFEE | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| DONNA MAUGHLIN | MEMBER Trustee or director | 1 | $0 | $0 |
| ROMAN ZYLAWY | MEMBER Trustee or director | 1 | $0 | $0 |
| MARY JO BERRY | MEMBER Trustee or director | 1 | $0 | $0 |
| BRENT TESKE | MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN HOLLAND | MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| VALERIE DYKSTRA | OUTGOING FISCAL Officer | 40 | $65,869 | $11,686 |
| TODD WOOD | OUTGOING ED Officer | 40 | $59,531 | $14,885 |
| ALMA LUCAS | FISCAL OFFICER Officer | 40 | $45,254 | $9,246 |
| LORI THIBODEAU-SEAY | Executive Dir. Officer | 40 | $22,702 | $3,453 |
| STEVE STANLEY | President Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL PIERRE | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| FAYELLEN PETERSON | MEMBER Trustee or director | 1 | $0 | $0 |
| JOAN CUFFEE | Vice President Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 110 MAIN ST STE 5, POLSON, MT 59860-2363
- Principal officer (990 for 2024)
- LORI THIBODEAU-SEAY, 110 MAIN ST STE 5, POLSON, MT 59860
- Signed the 990
- LORI THIBODEAU-SEAY, Executive Dir.
- Phone
- (406) 883-7284
- Return prepared by
- Carver Florek & James LLC
Mission
The older American act intends that the area agency on aging shall be the leader relative to all aging issuers on behalf of all older persons in the planning and service area. This means that the area agency shall proactively carry out, under the leadership and direction of the state agency, a wide range of functions related to advocacy, planning, coordination, inter-agency linkages, information sharing, brokering, monitoring and evolution, designed to lead to the development or enhancement of comprehensive and coordinated community based systems in, or serving, each community in the planning and service area. These systems shall be designed to assist older person in leading independent, meaningful and dignified lives in their own homes and communities as long as possible.
Program accomplishments
- Nutrition services - providing nutritious meals via contracts with Senior Centers throughout the multi-county service area. Nutrition services include Home Delivered Meals, Congregate meals, USDA commodities, and farmers markets. Programs are funded in part through the Older Americans Act and the State of MT Senior & Long-Term Care Division.Expenses $958,460 · grants $943,305
- Veterans direct home community based services - providing in-home care to veterans referred by the veterans administration. Service coordinators provide assessment and assist the veteran employer with self-directing their care needs in their home through assisting them with managing their monthly service plan and budget, hiring and scheduling staff to meet their needs and avoiding institutional care.Supporting independent living for Veterans through Self-Directed care coordination by creating an employer/employee relationship between the Veteran and their Caregivers. Funded by the Veterans Administration.Expenses $563,042
- Information, referral, and assistance programs - support seniors as they navigate the aging process by providing information related to housing, nutrition, benefits, services including Medicare, Medicaid, Long Term Care, Senior Health Insurance Programs, and transportaion services to name a few. I & A is funded in part thorugh the Older Americans Act and the State of MT Senior and Long-Term Care division.Expenses $557,238 · grants $41,163
- Older American Act provides a variety of services, primarily by contract, such as congregated and home-delivered meals, homemaker, home chore, respite care, transportation, health screening services, telephone reassurance, outreach, and other services designed to maintain the independence of the clients, allowing them to live with dignity in their own homes for as long as possible. Area Agencies are charged with encouraging planning for development and maintenance of such local programs, in addition to monitoring each contractors performance and adherence to program rules and regulations, while assuring appropriate reporting and accountability for resources.Expenses $248,889 · grants $2,396
- Ombudsman provides information and assistance to residents and their families in an effort to ensure the best care and quality of life possible for residents. A Long Term Care (LTC) Ombudsman is an advocate for residents living in nursing homes and assisted living facilities. LTC Ombudsmen resolve conflicts and provide education regarding rights making routine visits to each facility so residents have an opportunity to voice their concerns. WMTAOA staffs both the Local Certified LTC Ombudsman for its service area and the Regional LTC Ombudsman.Expenses $173,110
- In-home care and caregiver provides home-based services such as nursing, personal care, transportation, and homemaking services to enable elderly with the greatest economic and social needs to remain in their own homes. The caregiver program also aids caregivers by making information and assistance available to caregivers, provides for individual counseling, support groups, and training to caregivers, and provides for respite care services.Expenses $96,788 · grants $18,122
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
- 81-0345779
- 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
- 1989
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,791,956
- Income (IRS master file)
- $3,272,563
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,264,518 | $3,098,913 | $2,791,956 | IRS |
| 990 | June 2024 | $2,352,346 | $2,577,684 | $2,709,419 | IRS |
| 990 | June 2023 | $3,297,445 | $2,542,711 | $3,052,073 | XML |
| 990 | June 2022 | $5,668,826 | $5,276,002 | $2,953,747 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 81-0345779).
Questions about WESTERN MONTANA AREA VI AGENCY ON AGING
- What is the EIN of WESTERN MONTANA AREA VI AGENCY ON AGING?
- The employer identification number (EIN) of WESTERN MONTANA AREA VI AGENCY ON AGING is 81-0345779.
- Is WESTERN MONTANA AREA VI AGENCY ON AGING tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to WESTERN MONTANA AREA VI AGENCY ON AGING tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WESTERN MONTANA AREA VI 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 WESTERN MONTANA AREA VI 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 WESTERN MONTANA AREA VI 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 WESTERN MONTANA AREA VI AGENCY ON AGING?
- The 990 for the year ended June 30, 2025 names LORI THIBODEAU-SEAY.
- Who are the officers and directors of WESTERN MONTANA AREA VI AGENCY ON AGING?
- The 990 for the year ended June 30, 2025 lists 7 people; 3 received compensation from the organization, the highest $74,653 (LORI THIBODEAU-SEAY, Executive Dir.).
- How much revenue does WESTERN MONTANA AREA VI AGENCY ON AGING have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,264,518, expenses of $3,098,913 and total assets of $2,791,956 at year end.
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