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
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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.

Program Service Accomplishments

Program 1
Expenses: $779,465

Nutrition services - provides education, training, and resources allowing individuals and families to obtain and prepare quality, nutritional meals. Services include both congregate meal settings...

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Nutrition services - provides education, training, and resources allowing individuals and families to obtain and prepare quality, nutritional meals. Services include both congregate meal settings (66,010 meals served in FY23) and home delivered meals (45,338 meals served in FY23).

Program 2
Expenses: $576,912

Information, referral, and assistance - provides a link between people in need with the appropriate services for their unique situations. State certified technicians maintain databases of service...

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Information, referral, and assistance - provides a link between people in need with the appropriate services for their unique situations. State certified technicians maintain databases of service providers and local resource information including social and health services, Medicare/Medicaid assistance, legal services and utility, meals and other direct assistance. The program had 2,129 contacts with seniors in FY23.

Program 3
Expenses: $550,712

Veterans direct home community based services - providing in-home care to veterans referred by the veterans administration. Service coordinators provide assessment and assist the veteran employer...

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Veterans direct home community based services - providing in-home care to veterans referred by the veterans administration. Service coordinators provide assessment and assist the veteran employer with self-directing their care needs in their home through assisting them with managing their monthly service plan and budget, hiring and scheduling staff to meet their needs and avoiding institutional care.

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

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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
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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
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