Montana · Nonprofit
MISSOULA AREA AGENCY ON AGING INC
MISSOULA AREA AGENCY ON AGING INC (Montana) receives grants from 14 organizations whose IRS filings report $433,181 to it, the largest being DONOR ADVISED CHARITABLE GIVING INC ($173,900). 7 of them have funded it in more than one year, and 53% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2025
- $6.9M
- Funders on record
- 14
- Grants received
- $433k
- Net assets
- $9.0M
What Missoula Area Agency on Aging Inc does
Mission
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.
As stated on its FY2025 Form 990.
Programs
Community programs:meals on wheels serves housebound older adults and people with disabilities throughout all of missoula county. Liquid nutrition (ensure) is provided at cost. A total of 103,560 home delivered meals were provided to 641 individuals in fiscal year 2025, compared to 123,637 meals provided to 691 individuals in fiscal year 2024.congregate dining programs (also known as community lunch programs) provide older adults the opportunity to share weekday meals in a social atmosphere at the senior centers and other meal sites in missoula county (missoula, seeley lake, bonner and lolo). A total of 26,521 meals were served to 738 individuals in fiscal year 2025, compared to 31,833 meals served to 990 individuals in fiscal year 2024.the volunteer services program offers older adults a wide range of volunteer opportunities within mas, including meals on wheels drivers, caring companions, and resource volunteers, and also helps older adults connect with community partners to find the volunteer experience that best fits their interests and skills. In fiscal year 2025, approximately 182 volunteers supported the mas mission, providing 21,882 hours of service.education and community…
$2,291,561 spentof which $565,069 as grants$318,323 earned by the program48% of program spendingInformation and assistance:the resource center provides information, assistance, and one-on-one consultation regarding aging services to older adults and their caregivers, including adult children seeking local referrals from a distance. Common topics include long-term care, estate planning, medicare and medicaid, and homeowner/renter tax credits. Resource staff also provide older adults with free benefits screenings to determine what cost-saving benefits they may be eligible for, and then assist individuals to complete, submit, and track applications. In fiscal year 2025, staff answered 27,481 calls and helped 4,098 clients, compared to 22,705 calls and 4,230 clients in fiscal year 2024.the money management program helps older adults and other at-risk individuals manage their personal financial affairs through serving as a representative payee, providing bill payment services, helping with budgets, and advocating to prevent financial exploitation or abuse. In fiscal year 2025, this program served 40 clients compared to 40 in fiscal year 2024.montana smp (senior medicare patrol) funded by the administration on aging, is a statewide program which utilizes trained volunteers to help…
$1,264,329 spentof which $162,650 as grants$46,842 earned by the program27% of program spendingIn-home services:in-home support services staff, called client support specialists, help older adults age at home safely and comfortably and give primary caregivers the opportunity to take time for themselves. In fiscal year 2025, mas provided 2,444 hours of in-home support services to 66 clients. This compares to 2,626 hours of care for 46 clients in fiscal year 2024.the caring companion program matches volunteers with older adult clients to reduce social isolation and loneliness. Thirty-two (32) clients were matched with companions, and volunteers served 1,757 hours in fiscal year 2025.the veteran directed care program empowers qualifying veterans to hire, employ and supervise personal care attendants to help with daily needs in support of independence. Mas care coordinators assist veterans to develop and implement care plans to meet their personal needs. In fiscal year 2025, 112 veterans were served compared to 102 veterans in fiscal year 2024.care management program staff assist older adults with complex needs to navigate and access health and social care systems to support safety, independence, and quality of life. In fiscal year 2025, the program served 52 clients, the…
$1,211,664 spent$838,299 earned by the program25% of program spending
The 3 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $4,767,554.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2024 to 2025, from $12M to $9.6M (−21%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2017 65% · 2018 66% · 2019 65% · 2020 63% · 2021 64% · 2022 65% · 2023 68% · 2024 65% · 2025 65%. Grants only. Government contracts and fees sit inside program revenue.
80% of MISSOULA AREA AGENCY ON AGING INC’s revenue is contributions — about as donation-reliant as the typical peer (81% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 1 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Lisa Sheppard
Chief executive officer
Board chair
Gayle Hudgins
Chair
As listed on its FY2025 Form 990.
The chief executive listed changed between the FY2021 and FY2022 filings.
Who funds it, year by year
2017 → 2023: the base held at 2 funders, grant income fell $41k → $12k.
4 of 14 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 53% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of MISSOULA AREA AGENCY ON AGING INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
MISSOULA AREA AGENCY ON AGING INC leans on a few funders — its largest provides 40% of grant income and the top three 63%; half comes from just 2 funders.
the vertical line marks half of all grant income — 2 funders to its left
85% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund MISSOULA AREA AGENCY ON AGING INC.
Largest funder’s share by year: 2017 72% · 2018 59% · 2019 61% · 2020 42% · 2021 28% · 2022 49% · 2023 83% — growing more concentrated.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
14% of MISSOULA AREA AGENCY ON AGING INC's funders are still giving 3 years after their first grant; 50% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
53% of MISSOULA AREA AGENCY ON AGING INC's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $202k that is directly attributable, 53% of it comes from funders outside Montana, across 5 states.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $231k arriving through sponsors registered in 4 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
MISSOULA AREA AGENCY ON AGING INC runs a healthier operating margin than half of the 6,891 human services nonprofits its size.
this organization peer median middle 50% of peers· 6,891 human services nonprofits $1M–$10M, FY2025
Organizations like MISSOULA AREA AGENCY ON AGING INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Montana
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
78% of spending goes to programs.
Governance
Public support
98%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Part of a family of 2 related entities
- 406 Financial Services LLC · disregarded
- Missoula County · exempt
Screen this organization
A dated, signed PDF of the compliance screen for MISSOULA AREA AGENCY ON AGING INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds MISSOULA AREA AGENCY ON AGING INC?
- MISSOULA AREA AGENCY ON AGING INC (Montana) receives grants from 14 organizations whose IRS filings report $433,181 to it, the largest being DONOR ADVISED CHARITABLE GIVING INC ($173,900). 7 of them have funded it in more than one year, and 53% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does MISSOULA AREA AGENCY ON AGING INC have?
- IRS filings report 14 organizations giving $433,181 in grants to MISSOULA AREA AGENCY ON AGING INC, 7 of which have funded it in more than one year.
- Who is the largest funder of MISSOULA AREA AGENCY ON AGING INC?
- DONOR ADVISED CHARITABLE GIVING INC is the largest funder on record, with $173,900 in grants. The full list of funders is on this page.
- How can an organization like MISSOULA AREA AGENCY ON AGING INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Montana. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 14 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing