MISSOULA AREA AGENCY ON AGING INC

EIN: 810379543 501(c)(3) Human Services

MISSOULA, MT

Total Revenue
$6,852,215
Total Expenses
$6,117,343
Total Assets
$9,623,224
Net Assets
$9,049,180
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1979
Legal Domicile
MT
Principal Officer
LISA SHEPPARD
Phone
4067287682
Tax Period
2024-07-01 to 2025-06-30

MISSOULA AREA AGENCY ON AGING INC, founded in 1979, is a community nonprofit in the Human Services sector that reported $6.9M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $6.1M left a modest 11% surplus.

Mission

TO PROMOTE THE INDEPENDENCE, DIGNITY AND HEALTH OF OLDER ADULTS AND THOSE WHO CARE FOR THEM.

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Trantor Score

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

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,463,518
Program Service Revenue $1,122,464
Investment Income $266,233
Other Revenue $0
TOTAL REVENUE $6,852,215

Expense Breakdown

Grants Paid $727,719
Salaries & Benefits $3,480,374
Fundraising Expenses $393,889
Program Expenses $4,767,554
Other Expenses $1,909,250
TOTAL EXPENSES $6,117,343

Year-over-Year Comparison

2024 2023 Change
Revenue $6,852,215 $7,339,864 -0.1%
Expenses $6,117,343 $6,257,152 0.0%
Net Income $734,872 $1,082,712 -0.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
14
Independent Members
14
Employees
73
Volunteers
238

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
6
$280,422
Total Directors
14
$108,062
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GAYLE HUDGINS CHAIR 1.00
Officer Director
$0 $0 $0
TOM WOZNIAK VICE CHAIR 1.00
Officer Director
$0 $0 $0
KIM MCKELVEY TREASURER 1.00
Officer Director
$0 $0 $0
JAMES MCKAY SECRETARY 1.00
Officer Director
$0 $0 $0
KRISTIN PAGE-NEI PAST CHAIR 1.00
Director
$0 $0 $0
AMBER RODGERS MEMBER 1.00
Director
$0 $0 $0
MISSY HAIDLE MEMBER 1.00
Director
$0 $0 $0
DEB LAWTON MEMBER 1.00
Director
$0 $0 $0
GREG OLIVER MEMBER 1.00
Director
$0 $0 $0
ROBERTA SMITH MEMBER 1.00
Director
$0 $0 $0
CYNTHIA RADEMACHER MEMBER 1.00
Director
$0 $0 $0
JUANITA VERO MEMBER 1.00
Director
$0 $0 $108,062
STUART STRAHL MEMBER 1.00
Director
$0 $0 $0
KRISTEN JORDAN MEMBER 1.00
Director
$0 $0 $0
LISA SHEPPARD CHIEF EXECUTIVE OFFICER 40.00
Officer
$139,181 $14,458 $153,639
GINNY HOLLAND CHIEF FINANCIAL OFFICER 40.00
Officer
$109,312 $17,471 $126,783
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 $6,852,215 $6,117,343 $9,623,224 $734,872
2024 $7,339,864 $6,257,152 $12,257,941 $1,082,712
2023 $6,342,772 $6,143,641 $9,726,407 $199,131
2022 $6,732,521 $6,010,504 $8,861,931 $722,017
2021 $5,959,386 $5,554,188 $8,511,449 $405,198
2020 $5,056,822 $4,959,882 $7,349,828 $96,940
2019 $4,712,057 $4,616,973 $5,724,803 $95,084
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