Area Ii Agency On Aging
- Assets
- $404.6k
- Revenue
- $3.8m
- Investments
- $0.0
- Employees
- 58
- Location
- Roundup, MT
- Founding
- 04/1982
- Data as of
- 06/2021
- 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 06/2021, Area Ii Agency On Aging employed 58 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 06/2021, Area Ii Agency On Aging generated $3.8m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (6.3%) each year. All expenses for the organization totaled $5.4m during the year ending 06/2021. As we would expect to see with falling revenues, expenses have declined by (0.5%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Area Ii Agency On Aging has awarded 218 individual grants totaling $16,997,715. 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
2021
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
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 72 INDIVIDUALS WITH 15,534 UNITS OF SERVICE
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. THIS PROGRAM SERVED 74 VETERANS WITH 60,379 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: 1,130 INDIVIDUALS WITH 134,306 UNITS OF SERVICECONGREGATE MEALS: 4,579 INDIVIDUALS WITH 352,464 UNITS OF SERVICESKILLED NURSING: 156 INDIVIDUALS WITH 949 UNITS OF SERVICEHEALTH SCREENING: 315 INDIVIDUALS WITH 1,927 UNITS OF SERVICESENIOR CENTER ACTIVITY: 3,786 INDIVIDUALS WITH 130,016 UNITS OF SERVICEHOMEMAKING: 429 INDIVIDUALS WITH 11,611 UNITS OF SERVICERESPITE: 5 INDIVIDUALS WITH 122 UNITS OF SERVICE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kelly Gebhardt Chairman | OfficerTrustee | 2 | $0 |
Bill Kennedy Vice President | OfficerTrustee | 2 | $0 |
Helen Pedula Advisory Pres. | OfficerTrustee | 2 | $0 |
Ross Butcher Secretary | Trustee | 2 | $0 |
Jim Esp Director | Trustee | 2 | $0 |
Sidney Fitzpatrick Director | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $2,538,712 |
| All other contributions, gifts, grants, and similar amounts not included above | $2,831 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,541,543 |
| Total Program Service Revenue | $1,282,483 |
| Investment income | $1,034 |
| 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 | $3,825,060 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $2,763,717 |
| 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 | $774,859 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $137,968 |
| Payroll taxes | $71,772 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $1,625 |
| 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 | $11,031 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $48,775 |
| Travel | $19,262 |
| 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 | $1,204 |
| Insurance | $14,433 |
| All other expenses | $16,628 |
| Total functional expenses | $5,405,885 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $146,179 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $257,094 |
| 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 | $1,360 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $404,633 |
| Accounts payable and accrued expenses | $15,709 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| 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 | $15,709 |
| Net assets without donor restrictions | $388,924 |
| 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 | $404,633 |
Grants Awarded
Over the last fiscal year, Area Ii Agency On Aging has awarded $2,762,050 in support to 27 organizations.
| Grant Recipient | Amount |
|---|---|
Billings, MT PURPOSE: SERVICES FOR SENIOR CITIZENS | $986,308 |
Lewistown, MT PURPOSE: SERVICES FOR SENIOR CITIZENS | $311,485 |
Billings, MT PURPOSE: SERVICES FOR SENIOR CITIZENS | $202,484 |
Hardin, MT PURPOSE: SERVICES FOR SENIOR CITIZENS | $138,521 |
Roundup, MT PURPOSE: SERVICES FOR SENIOR CITIZENS | $108,315 |
SOUTH CENTRAL MT RSVP PURPOSE: SERVICES FOR SENIOR CITIZENS | $96,322 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Area Ii Agency On Aging has recieved totaling $20,441.
| Awarding Organization | Amount |
|---|---|
Missoula Area Agency On Aging Missoula, MT PURPOSE: STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE. | $20,441 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Missoula Area Agency On Aging Missoula, MT | $8,861,931 | $6,732,521 |
Area Ii Agency On Aging Roundup, MT | $404,633 | $3,825,060 |
Western Montana Area Vi Agency On Aging Polson, MT | $2,953,747 | $5,668,826 |
Senior Citizens Services Inc Sioux Falls, SD | $15,443,650 | $4,706,144 |
Senior Citizens Council Sheridan, WY | $12,168,764 | $6,124,270 |
Metro Community Services Inc Caldwell, ID | $3,692,143 | $4,009,244 |
Burleigh County Council On Aging Bismarck, ND | $3,007,882 | $3,617,520 |
Adult Resource Alliance Of Yellowstone County Billings, MT | $5,949,620 | $3,680,635 |
Uinta Senior Citizens Evanston, WY | $1,067,660 | $2,844,187 |
Natrona County Meals On Wheels Casper, WY | $2,716,119 | $2,511,218 |
Stark County Council On Aging Elder Care Dickinson, ND | $2,180,922 | $2,496,871 |
Greater Grand Forks Senior Citizens Association Inc Grand Forks, ND | $1,443,001 | $2,738,367 |