Missoula Aging Services
Meets Standards
Standards For Charity Accountability
Governance
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Board Oversight
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Board Size
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Board Meetings
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Board Compensation
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Conflict of Interest
Measuring Effectiveness
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Effectiveness Policy
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Effectiveness Report
Finances
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Program Expenses
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Fundraising Expenses
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Accumulating Funds
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Audit Report
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Detailed Expense Breakdown
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Accurate Expense Reporting
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Budget Plan
Fundraising & Info
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Truthful Materials
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Annual Report
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Website Disclosures
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Donor Privacy
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Cause Marketing Disclosures
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Complaints
Missoula Aging Services meets the 20 Standards for Charity Accountability.
Stated Purpose:
“to promote the independence, dignity, and health of older adults and those who care for them.”
Year, State Incorporated:
1979, MT
Also Known As:
Missoula Area Agency on Aging
Missoula Aging Services (MAS) serves older adults, their families and caregivers through programs, services, volunteer opportunities and education to continue to live independently at home, for as long as possible. The organization serves as the designated Area Agency on Aging for Missoula and Ravalli counties through the Older Americans Act. MAS also serves as an Aging and Disability Resource Center and provides assistance for people in need of long-term care. In 2023, the organization reported it answered 28,500 calls for connections to services, served 5,055 clients with Medicare and Medicaid information, and provided meals to 772 homebound adults.
For the year ended June 30, 2023, Missoula Aging Services's program expenses were:
| Senior Medicare Patrol | $329,854 |
| Volunteer services | $404,686 |
| Nutrition | $1,441,256 |
| In-home services | $1,178,456 |
| Resource center | $1,040,483 |
| Ravalli County Council on Aging | $534,718 |
| 406 Financial Services | $276,317 |
| Total Program Expenses | $5,205,770 |
Chief Executive
Lisa Sheppard, Chief Executive Officer
Compensation*
$98,541
Chair of the Board
Kristin Page-Nei
Chair's Profession / Business Affiliation
Wyoming and Montana Government Relations Director, American Cancer Society Cancer Action Network
Board Size
12
Paid Staff Size
53
*2022 compensation includes annual salary and, if applicable, benefit plans, expense accounts, and other allowances.
Note: In 2022, the highest-paid employee was Chief Financial Officer Ginny Holland with $105,044 in total compensation.
Method(s) Used:
Direct mail appeals, Grant proposals, Internet, Radio, Print advertisements
Fundraising costs were 5% of related contributions. (Related contributions, which totaled $5,283,109, are donations received as a result of fundraising activities.)
This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.
The following information is based on Missoula Aging Services's audited financial statements for the year ended June 30, 2023.
Source of Funds
| Other income | $25 |
| In-kind contributions | $18,570 |
| Investment income, net | $256,344 |
| City of Missoula grants | $291,665 |
| State of Montana grants | $634,758 |
| Fund development | $982,240 |
| Program service revenue | $995,689 |
| Missoula County grants and levy | $1,440,213 |
| Federal grants | $1,915,663 |
| Total Income | $6,535,167 |
Programs: 84% Fundraising: 5% Administrative: 11%
| Total Income | $6,535,167 |
| Total expenses: | $6,162,211 |
| Program expenses | $5,205,770 |
| Fundraising expenses | $286,195 |
| Administrative expenses | $670,246 |
| Other expenses | $0 |
| Income in Excess of Expenses | $372,956 |
| Beginning Net Assets | $6,378,740 |
| Other Changes In Net Assets | $0 |
| Ending Net Assets | $6,751,696 |
| Total Liabilities | $2,974,711 |
| Total Assets | $9,726,407 |
Note: According to MAS’s audited financial statements - consolidated for the year ended June 30, 2023, the organization received in-kind contributions of $18,570 in the form of professional services ($13,980) and office space ($4,590).
An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the International Association of Better Business Bureaus.
This report is not to be used for fundraising or promotional purposes.
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Meets Standards
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Standards Not Met
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Did Not Disclose
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Review in Progress
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Unable to Verify
Report completed by:
BBB Wise Giving Alliance