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Nonprofit · EIN 87-4491231

ASPEN ADULT SERVICES

Tax-exempt · HELENA, MT 59601

Financials

$873K$837K2023$1.1M$967K2024
Revenue Expenses · by fiscal year end
Financials of ASPEN ADULT SERVICES by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,127,115$966,790$160,325$194,457$45,061$149,396
December 31, 2023990$873,262$837,301$35,961$59,522$70,451-$10,929
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$76,625
Program service revenue
$1,048,915
Investment income
$170
Net income from fundraising events
$1,405
Other revenue
$1,405

Expenses

Grants and similar amounts paid
$2,947
Compensation of officers, directors and key employees
$63,360
Other salaries and wages
$577,111
Salaries, compensation and benefits (total)
$748,996
Professional fundraising fees
$0
Accounting fees
$7,316
Occupancy
$49,941
Travel
$27,794
Depreciation
$1,630
Program services (functional)
$813,562
Management and general (functional)
$141,552
Fundraising (functional)
$11,676

Balance sheet and other

Total assets, start of year
$59,522
Total assets, end of year
$194,457
Total liabilities, end of year
$45,061
Net assets, end of year
$149,396
Land, buildings and equipment
$20,469
Gross receipts
$1,127,115
Employees
66
Volunteers
6
Year formed
2022
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Charles McKayExecutive Director
Officer
40$63,360
Jennifer BagleySecretary
Trustee or director, Officer
0$0
Brigitte BellefluerTreasurer
Trustee or director, Officer
0$0
Dennis OReillyDirector
Trustee or director
0$0
Sandee SeptDirector
Trustee or director
0$0
Mike StrekallDirector
Trustee or director
0$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
Charles McKayExecutive Director
Officer
40$50,440
Dennis OReillyDirector
Trustee or director
0$0
Sandee SeptDirector
Trustee or director
0$0
Mike StrekallDirector
Trustee or director
0$0
Jennifer BagleySecretary
Trustee or director, Officer
0$0
Brigitte BellefluerTreasurer
Trustee or director, Officer
0$0

Address and contacts

Address (IRS master file)
314 N LAST CHANCE GULCH, HELENA, MT 59601-5012
In care of
% CHARLES MCKAY
Principal officer (990 for 2024)
Charles McKay, 314 N Last Chance Gulch Ste 206, Helena, MT 59601
Signed the 990
CHARLES MCKAY, Executive Director
Phone
(406) 422-0859
Return prepared by
Joyful Services

Mission

Aspen Adult Services creates the best lives for our clients and the people who serve them. The organization offers proactive and effective services to disabled Montanans with community excellence and integration as its goal.

990 for the year ended December 31, 2024

Program accomplishments

  • The Grove is a day program on site that offers day program services and activities to keep individuals engaged in life and in learning when they arent as able to work in the community. It currently serves 24 individuals and is at capacity in our current space. In addition, the organization hosts a monthly event, Aspens Night Out, that provides fun activities to people with disabilities on a monthly basis. Events include things like talent shows, BINGO, dance parties, carnivals, etc. These events serve up to 200 people, depending on attendance.
    Expenses $375,196 · revenue $483,736
  • The organization offers independent living services to Montanans with disabilities and teaches clients to live their most independent lives. These services help individuals remain in their own homes by providing laundry help, housekeeping, cooking, passing medications, etc. This program serviced approximately 25 people in 2024.
    Expenses $279,003 · revenue $359,713
  • The organization offers supported employment services that provide job search assistance, job placement, and on the job supports to people looking to work in the community, including assistance in preparing resumes and interview preparation. Services are provided to both developmentally and otherwise disabled people including those who are blind, deaf, have mental health issues, paraplegic and amputee, etc. This program served 80 people in 2024.
    Expenses $159,363 · revenue $205,465

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
87-4491231
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
2022
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Employment (J20)
Assets (IRS master file)
$194,457
Income (IRS master file)
$1,127,115

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,127,115$966,790$194,457IRS
990December 2023$873,262$837,301$59,522XML
990-EZDecember 2022–––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 87-4491231).

Questions about ASPEN ADULT SERVICES

What is the EIN of ASPEN ADULT SERVICES?
The employer identification number (EIN) of ASPEN ADULT SERVICES is 87-4491231.
Is ASPEN ADULT SERVICES tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to ASPEN ADULT SERVICES tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ASPEN ADULT SERVICES 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 ASPEN ADULT SERVICES due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ASPEN ADULT SERVICES last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of ASPEN ADULT SERVICES?
The 990 for the year ended December 31, 2024 names Charles McKay.
Who are the officers and directors of ASPEN ADULT SERVICES?
The 990 for the year ended December 31, 2024 lists 6 people; 1 received compensation from the organization, the highest $63,360 (Charles McKay, Executive Director).
How much revenue does ASPEN ADULT SERVICES have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,127,115, expenses of $966,790 and total assets of $194,457 at year end.

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