Area Ii Agency On Aging
- Assets
- $2.8m
- Revenue
- $7.2m
- Investments
- $0.0
- Employees
- 62
- Location
- Roundup, MT
- Founding
- 04/1982
- Data as of
- 06/2022
- EIN
- 81-0346754
Organization Overview
Area Ii Agency On Aging is located in Roundup, MT. The organization was established in 1982. According to its NTEE Classification (P81) the organization is classified as: Senior Centers, under the broad grouping of Human Services and related organizations. As of 06/2022, Area Ii Agency On Aging employed 62 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Area Ii Agency On Aging is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Area Ii Agency On Aging generated $7.2m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 3.5% each year. All expenses for the organization totaled $5.2m during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Area Ii Agency On Aging has awarded 248 individual grants totaling $19,750,578. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO ASSIST ALL OLDER CITIZENS WITHIN OUR PLANNING AND SERVICE AREA TO MAINTAIN THEIR FREEDOM, INDEPENDENCE, AND FREE EXERCISE OF INDIVIDUAL INITIATIVE NECESSARY FOR THE PLANNING AND MANAGMENET OF THEIR OWN LIVES THROUGH THE COORDINATION OF ACTUAL DELIVERY OF NEEDED SERVICES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
VETERAN DIRECTED CARE PROGRAM EMPOWERS QUALIFYING VETERANS TO HIRE, EMPLOY AND SUPERVISE PERSONAL CARE ATTENDANTS TO HELP WITH DAILY NEEDS IN SUPPORT OF INDEPENDENCE. CASE MANAGERS 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 GOALS.
PERSONAL ASSISTANCE SERVICE PROGRAM FOR MEDICAID ELIGIBLE INDIVIDUALS PROVIDED SO THESE INDIVIDUALS COULD REMAIN IN THEIR HOMES INSTEAD OF ENTERING CARE PROVIDER RESIDENCY PROGRAMS SERVING 81 INDIVIDUALS WITH 1,500 UNITS OF SERVICE
CONGREGATE MEAL SERVICE PROVISION, HOME DELIVERED MEAL PROVISION, AND HEALTH PROMOTION ACTIVITIES WERE PROVIDED TO UNDERSERVED MEMBERS OF THE COMMUNITY FOR THE PURPOSE OF SUPPORTING INDEPENDENT LIVING. HEALTH PROMOTION ACTIVITIES INCLUDE HOME HEALTH AID SERVICES, HOMEMAKER SERVICES, RESPITE CARE, SENIOR CITIZEN CENTER ACTIVITIES, TRANSPORTATION SERVICES, AND NUTRITIONAL EDUCATION AS FOLLOWS:HOME DELIVERED MEALS: 2,449 INDIVIDUALS WITH 188,174 UNITS OF SERVICECONGREGATE MEALS: 3,887 INDIVIDUALS WITH 142,149 UNITS OF SERVICESKILLED NURSING: 73 INDIVIDUALS WITH 1,489.5 UNITS OF SERVICEHEALTH SCREENING: 395 INDIVIDUALS WITH 1,422 UNITS OF SERVICESENIOR CENTER ACTIVITY: 3,423 INDIVIDUALS WITH 101,553 UNITS OF SERVICEHOMEMAKING: 409 INDIVIDUALS WITH 16,451 UNITS OF SERVICERESPITE: 18 INDIVIDUALS WITH 339.5 UNITS OF SERVICE
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kelly Gebhardt Chairman | OfficerTrustee | 2 | $0 |
Bill Kennedy Vice President | OfficerTrustee | 2 | $0 |
Ross Butcher Secretary | Trustee | 2 | $0 |
Jim Esp Director | Trustee | 2 | $0 |
Sidney Fitzpatrick Director | Trustee | 2 | $0 |
Helen Pedula Advisory Pres. | OfficerTrustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $7,080,473 |
| All other contributions, gifts, grants, and similar amounts not included above | $91,016 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $7,171,489 |
| Total Program Service Revenue | $0 |
| Investment income | $756 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $7,172,245 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $2,324,158 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $821,428 |
| Pension plan accruals and contributions | $9,813 |
| Other employee benefits | $98,420 |
| Payroll taxes | $74,832 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $1,225 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $10,416 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $48,316 |
| Travel | $46,009 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,032 |
| Insurance | $13,472 |
| All other expenses | $7,869 |
| Total functional expenses | $5,249,381 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,343,223 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $496,510 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $9,636 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $2,849,369 |
| Accounts payable and accrued expenses | $37,780 |
| Grants payable | $0 |
| Deferred revenue | $499,801 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $537,581 |
| Net assets without donor restrictions | $2,311,788 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $2,849,369 |
Grants Awarded
Over the last fiscal year, Area Ii Agency On Aging has awarded $2,324,158 in support to 29 organizations.
| Grant Recipient | Amount |
|---|---|
BELFRY SENIOR CITIZENS CENTER PURPOSE: SERVICES FOR SENIOR CITIZENS | $25,455 |
BIG HORN COUNTY COUNCIL PURPOSE: SERVICES FOR SENIOR CITIZENS | $110,021 |
ADULT RESOURCE ALLIANCE PURPOSE: SERVICES FOR SENIOR CITIZENS | $775,092 |
BIG SKY SENIOR SERVICES PURPOSE: SERVICES FOR SENIOR CITIZENS | $182,642 |
BOYD SENIOR CITIZEN CENTER PURPOSE: SERVICES FOR SENIOR CITIZENS | $25,703 |
BRIDGER GOLDEN AGE SOCIETY PURPOSE: SERVICES FOR SENIOR CITIZENS | $33,891 |