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Nonprofit · EIN 81-0364744

ADULT RESOURCE ALLIANCE OF YELLOWSTONE COUNTY

Tax-exempt · BILLINGS, MT 59102

Financials

$3.8M$3.8M2022$3.8M$3.8M2023$4.2M$3.9M2024
Revenue Expenses · by fiscal year end
Financials of ADULT RESOURCE ALLIANCE OF YELLOWSTONE COUNTY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$4,215,461$3,934,287$281,174$5,675,146$1,968,842$3,706,304
June 30, 2024990$3,823,306$3,826,638-$3,332$5,402,940$2,000,149$3,402,791
June 30, 2023990$3,830,685$3,821,633$9,052$5,473,773$2,056,983$3,416,790
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$4,086,687
of which government grants
$888,042
Program service revenue
$61,964
Investment income
$31,118
Net gain from sales of assets
$819
Net income from fundraising events
$35,692
Other revenue
$35,692

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Other salaries and wages
$1,550,345
Salaries, compensation and benefits (total)
$1,928,981
Professional fundraising fees
$0
Accounting fees
$49,573
Occupancy
$70,226
Travel
$38,525
Depreciation
$126,972
Program services (functional)
$3,388,437
Management and general (functional)
$376,021
Fundraising (functional)
$169,829

Balance sheet and other

Total assets, start of year
$5,402,940
Total assets, end of year
$5,675,146
Total liabilities, end of year
$1,968,842
Net assets, end of year
$3,706,304
Land, buildings and equipment
$3,440,165
Net assets without donor restrictions
$3,113,799
Net assets with donor restrictions
$592,505
Gross receipts
$4,220,187
Employees
62
Volunteers
550
Year formed
1975
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.

NameTitleHours / weekCompensation
JON STEPANEKDirector
Trustee or director
1$0
DUANE LOKENPresident
Trustee or director, Officer
2$0
BRIAN MACYVice President
Trustee or director, Officer
2$0
BEN MCKEESecretary
Trustee or director, Officer
2$0
BECKY ROSENLEAFDirector
Trustee or director
1$0
SUE DEVRIESDirector
Trustee or director
1$0
BRIAN MCHUGHDirector
Trustee or director
1$0
HEATHER HIRSCHTreasurer
Trustee or director, Officer
2$0
KEVIN SIDERDirector
Trustee or director
1$0
PAM HOFFERBERDirector
Trustee or director
1$0
LINDA ROERSDirector
Trustee or director
1$0
990 for the year ended June 30, 2024: 13 people
NameTitleHours / weekCompensation
JON STEPANEKDirector
Trustee or director
1$0
DUANE LOKENPresident
Trustee or director, Officer
2$0
BRIAN MACYVice President
Trustee or director, Officer
2$0
BEN MCKEESecretary
Trustee or director, Officer
2$0
BECKY ROSENLEAFDirector
Trustee or director
1$0
SUE DEVRIESDirector
Trustee or director
1$0
ERIKA GUYDirector
Trustee or director
1$0
BRIAN MCHUGHDirector
Trustee or director
1$0
HEATHER HIRSCHTreasurer
Trustee or director, Officer
2$0
KEVIN SIDERDirector
Trustee or director
1$0
PAM HOFFERBERDirector
Trustee or director
1$0
LINDA ROERSDirector
Trustee or director
1$0
JOHN OSTLUNDDirector
Trustee or director
1$0
990 for the year ended June 30, 2023: 14 people
NameTitleHours / weekCompensation
JON STEPANEKDirector
Trustee or director
1$0
DUANE LOKENPresident
Trustee or director, Officer
1$0
BRIAN MACYVice President
Trustee or director
2$0
BEN MCKEESecretary
Trustee or director, Officer
1$0
COLE CATLINDirector
Trustee or director
1$0
SUE DEVRIESDirector
Trustee or director
1$0
JEANNE GATESDirector
Trustee or director
2$0
BRIAN MCHUGHDirector
Trustee or director
1$0
HEATHER HIRSCHTreasurer
Trustee or director, Officer
2$0
KEVIN SIDERDirector
Trustee or director, Officer
2$0
KALYN BRIGGSDirector
Trustee or director
1$0
PAM HOFFERBERDirector
Trustee or director
1$0
LINDA ROERSDirector
Trustee or director
1$0
DON JONESDirector
Trustee or director
1$0

Address and contacts

Address (IRS master file)
1505 AVENUE D, BILLINGS, MT 59102-3024
Signed the 990
DUANE LOKEN, President
Phone
(406) 259-9666
Return prepared by
MRACHEK POPP & ASSOCIATES PC

Mission

TO PROVIDE EFFECTIVE SERVICES AND LEAD COLLABORATIVE EFFORTS TO ENSURE SENIORS REMAIN INDEPENDENT WITH THE HIGHEST POSSIBLE QUALITY OF LIFE

990 for the year ended June 30, 2025

Program accomplishments

  • INFORMATION AND ASSISTANCE SERVICES PROVIDED TO SENIORS AND PHSICALLY DISABLED ADULTS THAT EDUCATE INDIVIDUALS ON THE MAZE OF AVAILABLE LONG-TERM CARE SOLUTIONS AND PUBLIC BENEFIT RESOURCES COVERING PUBLIC BENEFITS, MEDICARE AND MEDICAID, ENERGY ASSISTANCE, HOMEOWNER/RENTER TAX CREDITS, AND FOOD STAMP PROGRAMS.
    Expenses $1,682,238 · grants $61,964
  • PROVIDED HOME DELIVERY SERVICES, CONGREGATE MEAL SERVICE, AND RESOURCE CENTER SERVICES
    Expenses $1,530,303
  • TRANSPORTATION SERVICES TO SENIORS PROVIDING INDIVIDUAL TRANSPORTATION FOR MEDICAL SERVICES, GROCERY SHOPPING, AND OTHER NEEDS OF INDEPENDENTLY LIVING SENIORS
    Expenses $175,896

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
81-0364744
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
1977
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P81Z)
Assets (IRS master file)
$5,675,146
Income (IRS master file)
$4,220,187

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$4,215,461$3,934,287$5,675,146IRS
990June 2024$3,823,306$3,826,638$5,402,940IRS
990June 2023$3,830,685$3,821,633$5,473,773XML
990June 2022$3,264,487$3,544,680$5,556,804IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 81-0364744).

Questions about ADULT RESOURCE ALLIANCE OF YELLOWSTONE COUNTY

What is the EIN of ADULT RESOURCE ALLIANCE OF YELLOWSTONE COUNTY?
The employer identification number (EIN) of ADULT RESOURCE ALLIANCE OF YELLOWSTONE COUNTY is 81-0364744.
Is ADULT RESOURCE ALLIANCE OF YELLOWSTONE COUNTY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
Are donations to ADULT RESOURCE ALLIANCE OF YELLOWSTONE COUNTY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ADULT RESOURCE ALLIANCE OF YELLOWSTONE COUNTY 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 ADULT RESOURCE ALLIANCE OF YELLOWSTONE COUNTY 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 ADULT RESOURCE ALLIANCE OF YELLOWSTONE COUNTY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who are the officers and directors of ADULT RESOURCE ALLIANCE OF YELLOWSTONE COUNTY?
The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
How much revenue does ADULT RESOURCE ALLIANCE OF YELLOWSTONE COUNTY have?
On its 990 for the year ended June 30, 2025 it reported revenue of $4,215,461, expenses of $3,934,287 and total assets of $5,675,146 at year end.

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