Nonprofit · EIN 81-0365587
MONTANA AREA AGENCY ON AGING DIRECTORS ASSOCIATION
Tax-exempt · MISSOULA, MT 59801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $53,163 | $48,324 | $4,839 | $59,860 | $0 | $59,860 |
| June 30, 2024 | 990-EZ | $54,305 | $56,627 | -$2,322 | $55,021 | $0 | $55,021 |
| June 30, 2023 | 990-EZ | $149,953 | $341,595 | -$191,642 | $57,343 | $0 | $57,343 |
| June 30, 2022 | 990-EZ | $114,423 | $181,468 | -$67,045 | $249,435 | $450 | $248,985 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Membership dues
- $49,500
- Other revenue
- $3,663
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $39,812
- Other expenses
- $8,512
- Program services (functional)
- $39,859
Balance sheet and other
- Total assets, start of year
- $55,021
- Total assets, end of year
- $59,860
- Total liabilities, end of year
- $0
- Net assets, end of year
- $59,860
- Cash, savings and investments
- $59,860
- Gross receipts
- $53,163
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE GILBOY | PRESIDENT | 2 | $0 |
| LISA SHEPPARD | VICE PRESIDENT | 2 | $0 |
| JIM MARKS | TREASURER | 2 | $0 |
| SUE BENDER | BOARD MEMBER | 1 | $0 |
| MARCY BROOKIE | BOARD MEMBER | 1 | $0 |
| BRITTANY CHRISTENSEN | BOARD MEMBER | 1 | $0 |
| CARLA DYMENT | BOARD MEMBER | 1 | $0 |
| KIMBERLEIGH THEIL-SCHAAF | BOARD MEMBER | 1 | $0 |
| LORI THIBODEAU-SEAY | BOARD MEMBER | 1 | $0 |
990-EZ for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE GILBOY | PRESIDENT | 2 | $0 |
| LISA SHEPPARD | VICE PRESIDENT | 2 | $0 |
| JIM MARKS | TREASURER | 2 | $0 |
| SUE BENDER | BOARD MEMBER | 1 | $0 |
| MARCY BROOKIE | BOARD MEMBER | 1 | $0 |
| BRITTANY CHRISTENSEN | BOARD MEMBER | 1 | $0 |
| CARLA DYMENT | BOARD MEMBER | 1 | $0 |
| KIMBERLEIGH THEIL-SCHAAF | BOARD MEMBER | 1 | $0 |
| LORI THIBODEAU-SEAY | BOARD MEMBER | 1 | $0 |
990-EZ for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE GILBOY | PRESIDENT | 5 | $0 |
| LISA SHEPPARD | VICE PRESIDENT | 5 | $0 |
| JIM MARKS | TREASURER | 10 | $0 |
| HEATHER HANDRAN | DIRECTOR | 5 | $0 |
| LORI THIBODEAU-SEAY | DIRECTOR | 5 | $0 |
| MARCY BROOKIE | DIRECTOR | 5 | $0 |
| SUSAN BENDER | DIRECTOR | 5 | $0 |
| KIM THIEL-SCHAAF | DIRECTOR | 5 | $0 |
| CARLA DYMENT | DIRECTOR | 5 | $0 |
990-EZ for the year ended June 30, 2022: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE GILBOY | PRESIDENT | 5 | $0 |
| LISA SHEPPARD | VICE PRESIDENT | 5 | $0 |
| JIM MARKS | TREASURER | 10 | $0 |
| HEATHER HANDRAN | DIRECTOR | 5 | $0 |
| LORI THIBODEAU-SEAY | DIRECTOR | 5 | $0 |
| MARCY BROOKIE | DIRECTOR | 5 | $0 |
| SUSAN BENDER | DIRECTOR | 5 | $0 |
| KIM THIEL-SCHAAF | DIRECTOR | 5 | $0 |
| CARLA DYMENT | DIRECTOR | 5 | $0 |
| SHERRI WILLIAMS | DIRECTOR (FORMER) | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 337 STEPHENS AVE, MISSOULA, MT 59801-3816
- In care of
- % AREA III AGENCY ON AGING
- Signed the 990-EZ
- CARLA DYMENT, PRESIDENT
- Phone
- (406) 728-7682
- Return prepared by
- JUNKERMIERCLARKCAMPANELLASTEVENS PC
Mission
M4A IS A PLANNING BOARD COMPRISED OF AREA AGENCY ON AGING DIRECTORS THAT ADVOCATES ON ELDER ISSUES. M4A IS A RESOURCE FOR THE AREAS ON AGING AND A FOCAL POINT FOR STATE AND NATIONAL ISSUES ON AGING. M4A EXISTS TO PROVIDE LEADERSHIP AND STATEWIDE UNITY ON AGING ISSUES, AND TO PROVIDE PLANNING TO MEET THE NEEDS OF MONTANA'S AGING POPULATION.
Program accomplishments
- ADVOCACY EDUCATION WAS PROVIDED TO NINE AREA AGENCIES ON AGING AND AGING SERVICES PROVIDERS COVERING THE 56 COUNTIES IN MONTANA; DEPARTMENT OF PUBLIC HEALTH AND HUMAN SERVICES STAFF; NATIONAL, STATE AND LOCAL DECISION-MAKERS, AND OTHER STAKEHOLDERS.Expenses $36,867
- 800 NUMBER WAS PROVIDED ACROSS THE STATE OF MONTANA SO INDIVIDUALS IN MONTANA CAN CONTACT AN AGENCY ON AGING TO LEARN ABOUT OLDER AMERICAN'S ACT SERVICES AND OTHER SERVICES PROVIDED BY AREA AGENCIES ON AGING, SENIOR CENTERS, ADRC'S AND OTHER CONTRACTORS THROUGHOUT THE STATE OF MONTANA.Expenses $2,992
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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 81-0365587
- 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
- 2002
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P05)
- Assets (IRS master file)
- $59,860
- Income (IRS master file)
- $53,163
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $53,163 | $48,324 | $59,860 | XML |
| 990-EZ | June 2024 | $54,305 | $56,627 | $55,021 | XML |
| 990-EZ | June 2023 | $149,953 | $341,595 | $57,343 | XML |
| 990-EZ | June 2022 | $114,423 | $181,468 | $249,435 | XML |
| 990 | June 2021 | $378,381 | $136,578 | $316,402 | 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 81-0365587).
Questions about MONTANA AREA AGENCY ON AGING DIRECTORS ASSOCIATION
- What is the EIN of MONTANA AREA AGENCY ON AGING DIRECTORS ASSOCIATION?
- The employer identification number (EIN) of MONTANA AREA AGENCY ON AGING DIRECTORS ASSOCIATION is 81-0365587.
- Is MONTANA AREA AGENCY ON AGING DIRECTORS ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to MONTANA AREA AGENCY ON AGING DIRECTORS ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTANA AREA AGENCY ON AGING DIRECTORS ASSOCIATION 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 MONTANA AREA AGENCY ON AGING DIRECTORS ASSOCIATION 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 MONTANA AREA AGENCY ON AGING DIRECTORS ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of MONTANA AREA AGENCY ON AGING DIRECTORS ASSOCIATION?
- The 990-EZ for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does MONTANA AREA AGENCY ON AGING DIRECTORS ASSOCIATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $53,163, expenses of $48,324 and total assets of $59,860 at year end.
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