Nonprofit · EIN 81-0379543
MISSOULA AREA AGENCY ON AGING
Also known as MISSOULA AGING SERVICES
Tax-exempt · MISSOULA, MT 59801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,852,215 | $6,117,343 | $734,872 | $9,623,224 | $574,044 | $9,049,180 |
| June 30, 2024 | 990 | $7,339,864 | $6,257,152 | $1,082,712 | $12,257,941 | $4,138,639 | $8,119,302 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,463,518
- of which government grants
- $4,426,611
- Program service revenue
- $1,122,464
- Investment income
- $266,233
- Net gain from sales of assets
- $81,000
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $727,719
- Compensation of officers, directors and key employees
- $280,423
- Other salaries and wages
- $2,439,374
- Salaries, compensation and benefits (total)
- $3,480,374
- Professional fundraising fees
- $0
- Legal fees
- $32,967
- Accounting fees
- $25,249
- Occupancy
- $71,962
- Travel
- $75,322
- Depreciation
- $77,019
- Program services (functional)
- $4,767,554
- Management and general (functional)
- $955,900
- Fundraising (functional)
- $393,889
Balance sheet and other
- Total assets, start of year
- $12,257,941
- Total assets, end of year
- $9,623,224
- Total liabilities, end of year
- $574,044
- Net assets, end of year
- $9,049,180
- Land, buildings and equipment
- $1,055,347
- Publicly traded securities
- $5,625,015
- Net assets without donor restrictions
- $7,060,533
- Net assets with donor restrictions
- $1,988,647
- Gross receipts
- $7,013,694
- Employees
- 73
- Volunteers
- 238
- Year formed
- 1979
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LISA SHEPPARD | CHIEF EXECUTIVE OFFICER Officer | 40 | $139,181 | $0 | $14,458 |
| GINNY HOLLAND | CHIEF FINANCIAL OFFICER Officer | 40 | $109,312 | $0 | $17,471 |
| JUANITA VERO | MEMBER Trustee or director | 1 | $0 | $108,062 | $0 |
| GAYLE HUDGINS | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TOM WOZNIAK | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KIM MCKELVEY | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES MCKAY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KRISTIN PAGE-NEI | PAST CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| AMBER RODGERS | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MISSY HAIDLE | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DEB LAWTON | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GREG OLIVER | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ROBERTA SMITH | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CYNTHIA RADEMACHER | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| STUART STRAHL | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTEN JORDAN | MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA SHEPPARD | CHIEF EXECUTIVE OFFICER Officer | 40 | $119,666 | $11,219 |
| GINNY HOLLAND | CHIEF FINANCIAL OFFICER Officer | 40 | $101,695 | $15,000 |
| KRISTIN PAGE-NEI | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| GAYLE HUDGINS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| TOM WOZNIAK | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DEB LAWTON | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ROBERTA SMITH | PAST CHAIR Trustee or director | 1 | $0 | $0 |
| CARYN BOHENEK | MEMBER Trustee or director | 1 | $0 | $0 |
| MISSY HAIDLE | MEMBER Trustee or director | 1 | $0 | $0 |
| JOLYNN MCDERMOTT | MEMBER Trustee or director | 1 | $0 | $0 |
| JAMES MCKAY | MEMBER Trustee or director | 1 | $0 | $0 |
| KIM MCKELVEY | MEMBER Trustee or director | 1 | $0 | $0 |
| CYNTHIA RADEMACHER | MEMBER Trustee or director | 1 | $0 | $0 |
| JUANITA VERO | MEMBER Trustee or director | 1 | $0 | $0 |
| STUART STRAHL | MEMBER Trustee or director | 1 | $0 | $0 |
| KRISTEN JORDAN | MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 337 STEPHENS AVE, MISSOULA, MT 59801-3816
- Principal officer (990 for 2024)
- LISA SHEPPARD, 337 STEPHENS AVENUE, MISSOULA, MT 59801
- Signed the 990
- LISA SHEPPARD, CEO
- Phone
- (406) 728-7682
- Return prepared by
- JUNKERMIERCLARKCAMPANELLASTEVENS PC
Mission
MISSOULA AGING SERVICES PROMOTES THE INDEPENDENCE, DIGNITY, AND HEALTH OF OLDER ADULTS AND THOSE THAT CARE FOR THEM THROUGH ADVOCACY, EDUCATION, SERVICES, AND VOLUNTEER OPPORTUNITIES.
Program accomplishments
- COMMUNITY PROGRAMS:MEALS ON WHEELS SERVES HOUSEBOUND OLDER ADULTS AND PEOPLE WITH DISABILITIES THROUGHOUT ALL OF MISSOULA COUNTY. LIQUID NUTRITION (ENSURE) IS PROVIDED AT COST. A TOTAL OF 103,560 HOME DELIVERED MEALS WERE PROVIDED TO 641 INDIVIDUALS IN FISCAL YEAR 2025, COMPARED TO 123,637 MEALS PROVIDED TO 691 INDIVIDUALS IN FISCAL YEAR 2024.CONGREGATE DINING PROGRAMS (ALSO KNOWN AS COMMUNITY LUNCH PROGRAMS) PROVIDE OLDER ADULTS THE OPPORTUNITY TO SHARE WEEKDAY MEALS IN A SOCIAL ATMOSPHERE AT THE SENIOR CENTERS AND OTHER MEAL SITES IN MISSOULA COUNTY (MISSOULA, SEELEY LAKE, BONNER AND LOLO). A TOTAL OF 26,521 MEALS WERE SERVED TO 738 INDIVIDUALS IN FISCAL YEAR 2025, COMPARED TO 31,833 MEALS SERVED TO 990 INDIVIDUALS IN FISCAL YEAR 2024.THE VOLUNTEER SERVICES PROGRAM OFFERS OLDER ADULTS A WIDE RANGE OF VOLUNTEER OPPORTUNITIES WITHIN MAS, INCLUDING MEALS ON WHEELS DRIVERS, CARING COMPANIONS, AND RESOURCE VOLUNTEERS, AND ALSO HELPS OLDER ADULTS CONNECT WITH COMMUNITY PARTNERS TO FIND THE VOLUNTEER EXPERIENCE THAT BEST FITS THEIR INTERESTS AND SKILLS. IN FISCAL YEAR 2025, APPROXIMATELY 182 VOLUNTEERS SUPPORTED THE MAS MISSION, PROVIDING 21,882 HOURS OF SERVICE.EDUCATION AND COMMUNITY ENGAGEMENT PROGRAMS OFFERED 16 CLASSES FOR 104 PARTICIPANTS IN FISCAL YEAR 2025. THREE COMMUNITY CONVERSATIONS ON AGING, IN WHICH A TOTAL OF 50 PEOPLE PARTICIPATED, WERE ALSO HELD IN FISCAL YEAR 2025.Expenses $2,291,561 · grants $565,069 · revenue $318,323
- INFORMATION AND ASSISTANCE:THE RESOURCE CENTER PROVIDES INFORMATION, ASSISTANCE, AND ONE-ON-ONE CONSULTATION REGARDING AGING SERVICES TO OLDER ADULTS AND THEIR CAREGIVERS, INCLUDING ADULT CHILDREN SEEKING LOCAL REFERRALS FROM A DISTANCE. COMMON TOPICS INCLUDE LONG-TERM CARE, ESTATE PLANNING, MEDICARE AND MEDICAID, AND HOMEOWNER/RENTER TAX CREDITS. RESOURCE STAFF ALSO PROVIDE OLDER ADULTS WITH FREE BENEFITS SCREENINGS TO DETERMINE WHAT COST-SAVING BENEFITS THEY MAY BE ELIGIBLE FOR, AND THEN ASSIST INDIVIDUALS TO COMPLETE, SUBMIT, AND TRACK APPLICATIONS. IN FISCAL YEAR 2025, STAFF ANSWERED 27,481 CALLS AND HELPED 4,098 CLIENTS, COMPARED TO 22,705 CALLS AND 4,230 CLIENTS IN FISCAL YEAR 2024.THE MONEY MANAGEMENT PROGRAM HELPS OLDER ADULTS AND OTHER AT-RISK INDIVIDUALS MANAGE THEIR PERSONAL FINANCIAL AFFAIRS THROUGH SERVING AS A REPRESENTATIVE PAYEE, PROVIDING BILL PAYMENT SERVICES, HELPING WITH BUDGETS, AND ADVOCATING TO PREVENT FINANCIAL EXPLOITATION OR ABUSE. IN FISCAL YEAR 2025, THIS PROGRAM SERVED 40 CLIENTS COMPARED TO 40 IN FISCAL YEAR 2024.MONTANA SMP (SENIOR MEDICARE PATROL) FUNDED BY THE ADMINISTRATION ON AGING, IS A STATEWIDE PROGRAM WHICH UTILIZES TRAINED VOLUNTEERS TO HELP REDUCE MEDICARE AND MEDICAID WASTE, FRAUD, AND ABUSE. IN FISCAL YEAR 2025, MONTANA SMP EDUCATED APPROXIMATELY 13,000 MEDICARE BENEFICIARIES COMPARED TO 14,044 BENEFICIARIES IN FISCAL YEAR 2024. THE OMBUDSMAN PROGRAM ADVOCATES FOR RESIDENTS LIVING IN LONG-TERM CARE FACILITIES BY HELPING THEM UNDERSTAND AND EXERCISE THEIR RIGHT TO GOOD CARE. OMBUDSMEN ARE IMPARTIAL MEDIATORS WHO INVESTIGATE RESIDENT CONCERNS AND PROVIDE INFORMATION, SUGGEST SOLUTIONS, AND PRESS FOR IMPROVEMENTS ON BEHALF OF RESIDENTS. IN FISCAL YEAR 2025, OMBUDSMAN MADE 2,809 CONTACTS WITH RESIDENTS IN NURSING HOMES AND ASSISTED LIVING FACILITIES COMPARED TO 2,750 CONTACTS MADE IN FISCAL YEAR 2024.Expenses $1,264,329 · grants $162,650 · revenue $46,842
- IN-HOME SERVICES:IN-HOME SUPPORT SERVICES STAFF, CALLED CLIENT SUPPORT SPECIALISTS, HELP OLDER ADULTS AGE AT HOME SAFELY AND COMFORTABLY AND GIVE PRIMARY CAREGIVERS THE OPPORTUNITY TO TAKE TIME FOR THEMSELVES. IN FISCAL YEAR 2025, MAS PROVIDED 2,444 HOURS OF IN-HOME SUPPORT SERVICES TO 66 CLIENTS. THIS COMPARES TO 2,626 HOURS OF CARE FOR 46 CLIENTS IN FISCAL YEAR 2024.THE CARING COMPANION PROGRAM MATCHES VOLUNTEERS WITH OLDER ADULT CLIENTS TO REDUCE SOCIAL ISOLATION AND LONELINESS. THIRTY-TWO (32) CLIENTS WERE MATCHED WITH COMPANIONS, AND VOLUNTEERS SERVED 1,757 HOURS IN FISCAL YEAR 2025.THE VETERAN DIRECTED CARE PROGRAM EMPOWERS QUALIFYING VETERANS TO HIRE, EMPLOY AND SUPERVISE PERSONAL CARE ATTENDANTS TO HELP WITH DAILY NEEDS IN SUPPORT OF INDEPENDENCE. MAS CARE COORDINATORS ASSIST VETERANS TO DEVELOP AND IMPLEMENT CARE PLANS TO MEET THEIR PERSONAL NEEDS. IN FISCAL YEAR 2025, 112 VETERANS WERE SERVED COMPARED TO 102 VETERANS IN FISCAL YEAR 2024.CARE MANAGEMENT PROGRAM STAFF ASSIST OLDER ADULTS WITH COMPLEX NEEDS TO NAVIGATE AND ACCESS HEALTH AND SOCIAL CARE SYSTEMS TO SUPPORT SAFETY, INDEPENDENCE, AND QUALITY OF LIFE. IN FISCAL YEAR 2025, THE PROGRAM SERVED 52 CLIENTS, THE MAJORITY OF WHICH ARE INDIVIDUALS LIVING WITH MEMORY LOSS OR DEMENTIA. THIS COMPARES TO 64 CLIENTS SERVED IN FISCAL YEAR 2024.THE FAMILY CAREGIVER SUPPORT PROGRAM ASSISTS ADULT FAMILY MEMBERS AND OTHER INFORMAL PROVIDERS OF IN-HOME CARE TO OLDER ADULTS. STAFF CONNECT CAREGIVERS AND THEIR LOVED ONES TO MAS SERVICES, SUCH IN-HOME SERVICES, CARING COMPANIONS, AND RESPITE (WHICH PROVIDES CAREGIVERS TEMPORARY RELIEF FROM CAREGIVING RESPONSIBILITIES). CAREGIVERS CAN ALSO PARTICIPATE IN ONGOING SUPPORT GROUPS OR TAKE A POWERFUL TOOLS FOR CAREGIVERS CLASS. IN FISCAL YEAR 2025, MAS SUPPORTED 75 FAMILY CAREGIVERS COMPARED TO 82 IN FISCAL YEAR 2024.THE HOME MODIFICATION PROGRAM PROVIDES OLDER ADULTS (HOMEOWNERS AND RENTERS) WITH AFFORDABLE ASSISTANCE WITH MINOR HOME MODIFICATIONS AND REPAIRS TO IMPROVE ACCESSIBILITY AND ADDRESS SAFETY CONCERNS. PROJECTS INCLUDE INSTALLATION OF GRAB BARS AND ACCESSIBLE BATHROOM FIXTURES, SAFETY LATCHES AND ACCESSIBLE HANDLES, HAND RAILINGS, SMOKE/O2 DETECTORS, WEATHERIZATION, LIGHT FIXTURE REPLACEMENTS, DRYWALL PATCHING, ETC.Expenses $1,211,664 · revenue $838,299
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
- 81-0379543
- 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
- 1980
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81Z)
- Assets (IRS master file)
- $9,623,224
- Income (IRS master file)
- $7,013,694
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $6,852,215 | $6,117,343 | $9,623,224 | XML |
| 990 | June 2024 | $7,339,864 | $6,257,152 | $12,257,941 | XML |
| 990 | June 2023 | $6,342,772 | $6,143,641 | $9,726,407 | IRS |
| 990 | June 2022 | $6,732,521 | $6,010,504 | $8,861,931 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 81-0379543).
Questions about MISSOULA AREA AGENCY ON AGING
- What is the EIN of MISSOULA AREA AGENCY ON AGING?
- The employer identification number (EIN) of MISSOULA AREA AGENCY ON AGING is 81-0379543.
- Is MISSOULA AREA AGENCY ON AGING tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to MISSOULA AREA AGENCY ON AGING tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MISSOULA AREA 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 MISSOULA AREA 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 MISSOULA AREA 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 MISSOULA AREA AGENCY ON AGING?
- The 990 for the year ended June 30, 2025 names LISA SHEPPARD.
- Who are the officers and directors of MISSOULA AREA AGENCY ON AGING?
- The 990 for the year ended June 30, 2025 lists 16 people; 2 received compensation from the organization, the highest $139,181 (LISA SHEPPARD, CHIEF EXECUTIVE OFFICER).
- How much revenue does MISSOULA AREA AGENCY ON AGING have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,852,215, expenses of $6,117,343 and total assets of $9,623,224 at year end.
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- MOUNTAIN HOME MONTANA INC EIN 81-0520628 · last filed 990 for 2024
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- CHILD DEVELOPMENT CENTER INC EIN 51-0167061 · last filed 990 for 2024
- YWCA MISSOULA EIN 81-0245851 · last filed 990 for 2025
- CHILD CARE RESOURCES INC EIN 23-7096799 · last filed 990 for 2025
- WATSON CHILDRENS SHELTER INC EIN 81-0369020 · last filed 990 for 2025
- UNION GOSPEL MISSION OF MISSOULA EIN 81-0531532 · last filed 990 for 2024