Nonprofit · EIN 81-0346754
AREA II AGENCY ON AGING
Tax-exempt · ROUNDUP, MT 59072
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $8,002,306 | $6,772,029 | $1,230,277 | $5,218,682 | $565,946 | $4,652,736 |
| June 30, 2024 | 990 | $5,930,466 | $6,252,827 | -$322,361 | $4,441,115 | $1,018,656 | $3,422,459 |
| June 30, 2023 | 990 | $8,205,802 | $5,668,378 | $2,537,424 | $4,395,929 | $562,606 | $3,833,323 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,304,864
- of which government grants
- $4,304,864
- Program service revenue
- $3,555,600
- Investment income
- $141,842
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $2,408,638
- Compensation of officers, directors and key employees
- $92,436
- Other salaries and wages
- $785,374
- Salaries, compensation and benefits (total)
- $1,076,102
- Professional fundraising fees
- $0
- Accounting fees
- $32,676
- Occupancy
- $55,964
- Travel
- $82,743
- Program services (functional)
- $6,335,690
- Management and general (functional)
- $436,339
Balance sheet and other
- Total assets, start of year
- $4,441,115
- Total assets, end of year
- $5,218,682
- Total liabilities, end of year
- $565,946
- Net assets, end of year
- $4,652,736
- Land, buildings and equipment
- $11,218
- Net assets without donor restrictions
- $4,652,736
- Gross receipts
- $8,002,306
- Employees
- 57
- Volunteers
- 319
- Year formed
- 1965
- 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 |
|---|---|---|---|---|
| MARCY BROOKIE | Executive Dir. Officer | 40 | $78,549 | $12,281 |
| ROSS BUTCHER | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| KELLY GEBHARDT | Chairman Trustee or director, Officer | 2 | $0 | $0 |
| MELANIE ROE | MEMBER Trustee or director | 2 | $0 | $0 |
| BILL KENNEDY | VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| JIM MOORE | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARCY BROOKIE | Executive Dir. Officer | 40 | $78,135 | $11,971 |
| ROSS BUTCHER | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| KELLY GEBHARDT | Chairman Trustee or director, Officer | 2 | $0 | $0 |
| MELANIE ROE | MEMBER Trustee or director | 2 | $0 | $0 |
| BILL KENNEDY | VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| JIM MOORE | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARCY BROOKIE | EXECUTIVE DIRECTOR Officer | 40 | $72,798 | $10,265 |
| KELLY GEBHARDT | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| BILL KENNEDY | VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| ROSS BUTCHER | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| MELANIE ROE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SIDNEY FITZPATRICK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SANDY THOMPSON | ADVISORY COUNCIL PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 127, ROUNDUP, MT 59072-0127
- Principal officer (990 for 2024)
- Bill Bullock
- Signed the 990
- Bill Bullock, Chairman
- Phone
- (406) 323-1320
- Website
- WWW.AREA2AGING.ORG
- Return prepared by
- Carver Florek & James LLC
Mission
TO ASSIST ALL OLDER ADULTS AND INDIVIDUALS WITH DISABILITIES TO MAINTAIN FREEDOM, INDEPENDENCE, AND FREE EXERCISE OF INDIVIDUAL INITIATIVE NECESSARY FOR THE PLANNING AND MANAGEMENT OF THEIR OWN LIVES THROUGH THE COORDINATION OF ACTUAL DELIVERY OF NEEDED SERVICES.
Program accomplishments
- VETERAN DIRECTED CARE PROGRAM EMPOWERS QUALIFYING VETERANS TO HIRE, EMPLOY, AND SUPERVISE PERSONAL CARE ATTENDANTS TO HELP WITH DAILY NEEDS IN SUPPORT OF INDEPENDENCE. CARE COORDINATORS CONDUCT ASSESSMENTS TO DETERMINE ELIGIBILITY AND LEVEL OF NEED. THEY REVIEW PROGRAM GUIDELINES TO ASSIST WITH THE DEVELOPMENT AND IMPLEMENTATION OF A PLAN OF CARE FOR THE VETERAN THAT BEST SUPPORTS THEM IN MEETING THEIR PERSONAL NEEDS.SERVED 91 VETERANS WITH 92,199 UNITS OF SERVICEExpenses $2,998,301 · revenue $3,358,746
- Congregate Meal programs provide healthy meals served in a group setting. They aim to keep older adults healthy and independent, offer opportunities for social engagement, and connect people with other supports and services. These services are contracted to subcontractors.Served 23,114 unduplicated individuals 128,002 units of service (meals)Expenses $2,685,660
- Personal Assistance Services/Community First Choice program is designed for Medicaid eligible elderly or disabled individuals in need of in-home personal care to remain in their homes and independent. Consumers are able to hire, train and supervise personal care attendants that work in their home. Care Coordinators assist consumers with eligibility requirements and developing and managing a long-term supportive care plan.Served 206 clients with 23,824 units of serviceExpenses $651,729 · revenue $196,854
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
- 81-0346754
- 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
- 1982
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,218,682
- Income (IRS master file)
- $8,002,306
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $8,002,306 | $6,772,029 | $5,218,682 | IRS |
| 990 | June 2024 | $5,930,466 | $6,252,827 | $4,441,115 | IRS |
| 990 | June 2023 | $8,205,802 | $5,668,378 | $4,395,929 | XML |
| 990 | June 2022 | $7,172,245 | $5,249,381 | $2,849,369 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 81-0346754).
Questions about AREA II AGENCY ON AGING
- What is the EIN of AREA II AGENCY ON AGING?
- The employer identification number (EIN) of AREA II AGENCY ON AGING is 81-0346754.
- Is AREA II AGENCY ON AGING tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to AREA II AGENCY ON AGING tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AREA II 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 II 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 II 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 II AGENCY ON AGING?
- The 990 for the year ended June 30, 2025 names Bill Bullock.
- Who are the officers and directors of AREA II AGENCY ON AGING?
- The 990 for the year ended June 30, 2025 lists 6 people; 1 received compensation from the organization, the highest $78,549 (MARCY BROOKIE, Executive Dir.).
- How much revenue does AREA II AGENCY ON AGING have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $8,002,306, expenses of $6,772,029 and total assets of $5,218,682 at year end.
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