WESTERN MONTANA AREA VI AGENCY ON AGING INC

EIN: 810345779 501(c)(3)

POLSON, MT

Total Revenue
$2,352,346
Total Expenses
$2,577,684
Total Assets
$2,709,419
Net Assets
$2,144,696
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1976
Legal Domicile
MT
Principal Officer
LORI THIBODEAU-SEAY
Phone
4068837284
Tax Period
2023-07-01 to 2024-06-30

WESTERN MONTANA AREA VI AGENCY ON AGING INC, founded in 1976, is a community nonprofit that reported $2.4M in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring.

Mission

The older American act intends that the area agency on aging shall be the leader relative to all aging issuers on behalf of all older persons in the planning and service area. This means that the area agency shall proactively carry out, under the leadership and direction of the state agency, a wide range of functions related to advocacy, planning, coordination, inter-agency linkages, information sharing, brokering, monitoring and evolution, designed to lead to the development or enhancement of comprehensive and coordinated community based systems in, or serving, each community in the planning and service area. These systems shall be designed to assist older person in leading independent, meaningful and dignified lives in their own homes and communities as long as possible.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,350,272
Program Service Revenue $0
Investment Income $2,074
Other Revenue $0
TOTAL REVENUE $2,352,346

Expense Breakdown

Grants Paid $862,145
Salaries & Benefits $1,180,823
Fundraising Expenses $0
Program Expenses $2,187,110
Other Expenses $534,716
TOTAL EXPENSES $2,577,684

Year-over-Year Comparison

2023 2022 Change
Revenue $2,352,346 $3,297,445 -0.3%
Expenses $2,577,684 $2,542,711 +0.0%
Net Income $-225,338 $754,734 -1.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
9
Independent Members
9
Employees
29
Volunteers
3

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$162,980
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LORI THIBODEAU-SEAY Executive Dir. 40.00
Officer
$74,653 $18,056 $92,709
TYLER SANFORD FISCAL OFFICER 40.00
Officer
$59,920 $10,351 $70,271
STEVE STANLEY President 1.00
Officer Director
$0 $0 $0
MICHAEL PIERRE Secretary 1.00
Officer Director
$0 $0 $0
FAYELLEN PETERSON MEMBER 1.00
Director
$0 $0 $0
JOAN CUFFEE Vice President 1.00
Officer Director
$0 $0 $0
DONNA MAUGHLIN MEMBER 1.00
Director
$0 $0 $0
ROMAN ZYLAWY MEMBER 1.00
Director
$0 $0 $0
MARY JO BERRY MEMBER 1.00
Director
$0 $0 $0
BRENT TESKE MEMBER 1.00
Director
$0 $0 $0
JOHN HOLLAND MEMBER 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $2,352,346 $2,577,684 $2,709,419 $-225,338
2023 $3,297,445 $2,542,711 $3,052,073 $754,734
2022 $5,668,826 $5,276,002 $2,953,747 $392,824
2021 $4,129,156 $3,765,056 $2,134,654 $364,100
2020 $3,215,127 $3,126,247 $1,287,535 $88,880
2019 $3,113,251 $2,908,362 $1,135,928 $204,889
2018 $1,762,309 $1,736,404 $875,557 $25,905
Explore More Nonprofits
Top 100 Nonprofits in Montana Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare WESTERN MONTANA AREA VI AGENCY ON AGING INC with other nonprofits in Montana and across the country.