MISSOULA AREA AGENCY ON AGING INC
337 STEPHENS AVENUE, MISSOULA, MT 59801 www.missoulaagingservices.org

Total Revenue
$5,056,822
Total Expenses
$4,959,882
Net Assets
$5,252,120

Organizations Filed Purposes: MISSOULA AGING SERVICES PROMOTES THE INDEPENDENCE, DIGNITY, AND HEALTH OF OLDER ADULTS AND THOSE THAT CARE FOR THEM THROUGH ADVOCACY, EDUCATION, SERVICES AND VOLUNTEER OPPORTUNITIES.

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

COMMUNITY PROGRAMSMEALS ON WHEELS SERVES HOMEBOUND ELDERS AND ADULTS WITH DISABILITIES IN MISSOULA COUNTY. VOLUNTEERS DELIVER HOT NUTRITIOUS MEALS MONDAY THROUGH FRIDAY ALONG WITH FROZEN MEALS FOR THE WEEKEND. LIQUID NUTRITIONAL SUPPLEMENTS ARE ALSO AVAILABLE AT COST WITH A PHYSICIAN PRESCRIPTION. DURING THE COVID-19 PANDEMIC, FOOD INSECURITY BECAME A SIGNIFICANT ISSUE FOR OLDER ADULTS AND PEOPLE WITH DISABILITIES. FORTUNATELY MAS WAS ABLE TO INCREASE THE NUMBER OF PEOPLE SERVED AND MEALS DELIVERED. AFTER MARCH 31, CLIENTS SERVED THROUGH A NEW GRAB AND GO SERVICE (FROM CONGREGATE DINING LOCATIONS) WERE COUNTED AS MEALS ON WHEELS DELIVERIES. 77,297 MEALS (INCLUDING ENSURE) WERE PROVIDED BY 147 VOLUNTEERS TO 381 HOUSEBOUND INDIVIDUALS FROM JULY - MARCH. AN ADDITIONAL 54,584 MEALS WERE PROVIDED APRIL - JUNE (INCLUDING ENSURE PLUS GRAB AND GO SERVICE) TO 737 AT RISK INDIVIDUALS. A TOTAL OF 131,881 MEALS WERE PROVIDED IN FISCAL YEAR 2020 COMPARED TO 101,620 MEALS IN 2019.RURAL NUTRITION SITES AT LOCAL SENIOR CENTERS PROVIDE MEALS ON WHEELS AND CONGREGATE MEALS FOR MISSOULA COUNTY RESIDENTS IN ALBERTON, ARLEE, CONDON, SEELEY LAKE, LOLO, AND BONNER. CONGREGATE DINING PROGRAMS PROVIDE OLDER ADULTS THE OPPORTUNITY TO SHARE WEEKDAY MEALS IN A SOCIAL ATMOSPHERE AT THE MISSOULA SENIOR CENTER. IN ADDITION, MONTHLY CONGREGATE MEAL EVENTS ARE HELD AT A VARIETY OF SITES AND FEATURE AN EDUCATIONAL PROGRAM ALONG WITH LUNCH. IN THE FINAL 3 MONTHS OF THE FISCAL YEAR, CONGREGATE MEALS TRANSITIONED TO LOW TOUCH, DRIVE THROUGH STYLE GRAB AND GO LUNCHES, PROVIDED AT NO COST AT BOTH MISSOULA AND SEELEY LAKE SENIOR CENTERS. IN THESE FINAL MONTHS, CONGREGATE MEALS WERE COUNTED MORE ACCURATELY AS MEALS ON WHEELS DELIVERIES. 29,333 CONGREGATE MEALS WERE SERVED JULY 2019 - MARCH 2020 COMPARED TO 41,265 IN ALL OF 2019. SENIOR FARMERS' MARKET NUTRITION PROGRAM PROVIDES OLDER ADULTS WHO MEET INCOME GUIDELINES WITH VOUCHERS TO PURCHASE FRESH, LOCALLY GROWN FRUIT AND VEGETABLES AT LOCAL MARKETS. IN 2020, 651 SENIORS WERE SERVED THROUGH THIS PROGRAM WITH VOUCHERS WORTH OVER $28,075 TO LOCAL FARMERS. IN 2019, 501 SENIORS WERE SERVED THROUGH THIS PROGRAM WITH $26,759 IN VOUCHERS TO LOCAL FARMERS. MONTANA SMP (SENIOR MEDICARE PATROL) FUNDED BY THE ADMINISTRATION ON AGING, IS A STATEWIDE PROGRAM WHICH UTILIZES TRAINED VOLUNTEERS TO HELP REDUCE MEDICARE AND MEDICAID WASTE, FRAUD AND ABUSE. IN 2020, 12,806 MEDICARE BENEFICIARIES WERE EDUCATED BY MONTANA SMP COMPARED TO 15,460 BENEFICIARIES IN 2019.RETIRED AND SENIOR VOLUNTEER PROGRAM (RSVP) ENCOURAGES SENIORS AGE 55 AND OVER TO USE THEIR SKILLS AND LIFE EXPERIENCE TO HELP SERVICE AGENCIES ADDRESS CRITICAL NEEDS IN THEIR COMMUNITIES. RSVP VOLUNTEERS SERVE FROM A FEW HOURS TO TWENTY HOURS A WEEK. THESE VOLUNTEERS PROVIDE A WIDE VARIETY OF SERVICES SUCH AS TUTORING CHILDREN, SERVING AT FOOD BANKS, HOSPITALS, AND ASSISTING IN MANY AREAS OF SENIOR INDEPENDENCE. FOSTER GRANDPARENTS PROGRAM OFFERS SENIORS AGE 55 AND OVER THE OPPORTUNITY TO SERVE AS MENTORS AND TUTORS FOR CHILDREN AND YOUTH WITH SPECIAL NEEDS. THEY PROVIDE, ON AVERAGE, 20 HOURS OF SERVICE WEEKLY TO LOCAL SCHOOLS AND DAY CARE CENTERS. THIS PROGRAM STRENGTHENS THE COMMUNITY AND BUILDS BRIDGES ACROSS GENERATIONS BY PROVIDING YOUTH WITH SERVICES THAT SCHOOL BUDGETS CANNOT AFFORD. SENIOR COMPANIONS ARE SENIORS AGE 55 AND OVER WHO PROVIDE ASSISTANCE AND COMPANIONSHIP TO ELDERLY INDIVIDUALS WHO ARE HOMEBOUND AND GENERALLY LIVING ALONE. THEY OFFER CONTACT WITH THE OUTSIDE WORLD FOR THOSE WHO ARE HOMEBOUND. COMPANIONS USUALLY SERVE TWO TO FOUR CLIENTS THROUGH 20 HOURS OF SERVICE WEEKLY. THEY OFTEN PROVIDE THE SERVICES THAT FRAIL ELDERLY INDIVIDUALS NEED TO LIVE INDEPENDENTLY. IN ADDITION, THEY MAY PROVIDE RESPITE CARE TO RELIEVE LIVE-IN CAREGIVERS FOR SHORT PERIODS OF TIME. 406 FINANCIAL SERVICES, LLC WAS ESTABLISHED IN JANUARY 2018 AS A WHOLLY OWNED LIMITED LIABILITY COMPANY OF MISSOULA AGING SERVICES. ITS PURPOSES ARE THREEFOLD; 1) ACT AS FISCAL EMPLOYER AGENT FOR THE VETERANS DIRECTED CARE PROGRAM BY PROVIDING PAYROLL SERVICES FOR VETERAN EMPLOYERS. DURING 2020, 242 VETERAN EMPLOYERS PAID 385 PCA EMPLOYEES, COMPARED TO 145 VETERAN EMPLOYERS PAID 198 PCA EMPLOYEES IN 2019, TO SUPPORT THEIR HOME CARE IN 7 WESTERN MONTANA COUNTIES, 2) CONTRACT WITH RAVALLI COUNTY COUNCIL ON AGING TO PROVIDE FINANCIAL AND ACCOUNTING SERVICES, AND 3) PROVIDE MONEY MANAGEMENT SERVICES ON A LIMITED BASIS FOR OLDER ADULTS IN NEED OF FINANCIAL SERVICES THROUGH BILL PAY, ORGANIZATIONAL SUPPORT, AND TRUST MANAGEMENT.

IN-HOME SERVICESFAMILY CAREGIVER SUPPORT PROGRAM COORDINATES SERVICES DESIGNED TO ASSIST ADULT FAMILY MEMBERS OR OTHER INDIVIDUALS WHO ARE INFORMAL PROVIDERS OF IN-HOME CARE TO OLDER INDIVIDUALS. CAREGIVER SUPPORT SERVICES INCLUDE THE PLACEMENT OF SENIOR COMPANION VOLUNTEERS, HOMEMAKER SERVICES TO PROVIDE HELP WITH HOUSEKEEPING, RESPITE CARE SERVICES TO ENABLE CAREGIVERS TO BE TEMPORARILY RELIEVED FROM THEIR CAREGIVING RESPONSIBILITIES, POWERFUL TOOLS FOR CAREGIVERS EDUCATION CLASS SERIES GIVES CAREGIVERS THE TOOLS NEEDED TO CARE FOR THEMSELVES WHILE CARING FOR SOMEONE ELSE AND A CAREGIVER SUPPORT GROUP WHICH MEETS MONTHLY.VETERANS 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. IN 2020, 123 VETERANS WERE ENROLLED IN THE VETERANS PROGRAM COMPARED TO 152 VETERANS IN 2019.COMMUNITY CARE TRANSITIONS AND CARE MANAGEMENT PROGRAM STAFF IDENTIFY SERVICE NEEDS TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH AND DEVELOP CARE PLANS FOR OLDER ADULTS WITH COMPLEX NEEDS, INCLUDING THOSE WHO TRANSITION FROM THE HOSPITAL OR A NURSING FACILITY BACK HOME. CASE MANAGEMENT SERVICES ARE PROVIDED TO 290 PATIENTS IN 2020 COMPARED TO 368 PATIENTS IN 2019.

RESOURCE CENTERTHE RESOURCE CENTER PROVIDES INFORMATION, ASSISTANCE AND ONE-ON-ONE CONSULTATION FOR SENIORS AND THEIR CAREGIVERS AND IS ESPECIALLY HELPFUL TO ADULT CHILDREN SEEKING REFERRALS TO SENIOR SERVICES LOCALLY OR FROM A DISTANCE. A DATABASE OF NEARLY 500 SERVICE SITES IS CONTINUALLY UPDATED. FREE INFORMATION PACKETS ARE AVAILABLE ON TOPICS SUCH AS LONG-TERM CARE, ESTATE PLANNING, MEDICARE AND MEDICAID. A LENDER'S LIBRARY IS AVAILABLE, PLUS FREE ACCESS TO A COMPUTER AND THE INTERNET. IN 2020, $708,633 WAS SAVED ON MEDICARE PRESCRIPTION DRUG PLANS, HOMEOWNER/RENTER TAX CREDITS AND MEDICARE SAVINGS PLANS, THROUGH STAFF CONSULTATIONS, PRIOR TO THE PANDEMIC, COMPARED TO $531,282 IN 2019.THE OMBUDSMAN PROGRAM CONSISTS OF CERTIFIED LOCAL OMBUDSMEN WORKING TO PROTECT RESIDENT RIGHTS OF THOSE WHOSE HOME IS A LONG-TERM CARE FACILITY BY HELPING THEM UNDERSTAND AND EXERCISE THEIR RIGHT TO GOOD CARE. OMBUDSMEN ARE IMPARTIAL MEDIATORS WHO INVESTIGATE RESIDENT CONCERNS AND MAY PROVIDE INFORMATION, SUGGEST SOLUTIONS AND PRESS FOR CHANGE ON BEHALF OF RESIDENTS. IN 2020, OMBUDSMAN VISITED 4,630 RESIDENTS IN NURSING AND ASSISTED LIVING FACILITIES COMPARED TO 5,055 RESIDENTS IN 2019.SENIOR TRANSPORTATION PROGRAM ACTIVELY WORKS ON SOLUTIONS TO TRANSPORTATION ISSUES. ASSISTANCE TO SPECIAL TRANSPORTATION SERVICES VIA A CONTRACT WITH MOUNTAIN LINE'S (THE CITY BUS SERVICE) SPECIAL OR PARA- TRANSIT SYSTEM PROVIDES RIDES TO THOSE WHO ARE UNABLE TO DRIVE. IN 2020, APPROXIMATELY 40,069 RIDES TO SENIORS AND PERSONS WITH DISABILITIES WERE PROVIDED COMPARED TO 41,918 RIDES IN 2019.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Susan KohlerCHIEF EXECUTIVE OFFICER40$99,637
Wendy Stuker PastCHIEF FINANCIAL OFFICER (F40$29,995
Ginny HollandCHIEF FINANCIAL OFFICER40$22,693
Juanita VeroMEMBER1$0
James MckayMEMBER1$0
Jolynn McdermottMEMBER1$0
Gwen JonesMEMBER1$0
Gayle A HudginsMEMBER1$0
Leslie HalliganMEMBER1$0
Geoff GilbertMEMBER1$0
Chris FlohrMEMBER1$0
Amanda CahillMEMBER1$0
Larry WhitePAST CHAIR1$0
Kristin Page-NeiSECRETARY1$0
Keith AndersonTREASURER1$0
Roberta SmithVICE CHAIR1$0
Larry E RileyCHAIR1$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202013369349301316_public.xml