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CHARITY REVIEW
Issued: July 2021 Expires: January 2024

Missoula Aging Services

Accredited Charity
Accredited Charity

Meets Standards

Accreditation seal
337 Stephens Ave
Missoula, MT, 59801-3816

Standards For Charity Accountability

Governance

  1. Board Oversight
  2. Board Size
  3. Board Meetings
  4. Board Compensation
  5. Conflict of Interest

Measuring Effectiveness

  1. Effectiveness Policy
  2. Effectiveness Report

Finances

  1. Program Expenses
  2. Fundraising Expenses
  3. Accumulating Funds
  4. Audit Report
  5. Detailed Expense Breakdown
  6. Accurate Expense Reporting
  7. Budget Plan

Fundraising & Info

  1. Truthful Materials
  2. Annual Report
  3. Website Disclosures
  4. Donor Privacy
  5. Cause Marketing Disclosures
  6. Complaints

Missoula Aging Services meets the 20 Standards for Charity Accountability.

Stated Purpose:
Missoula Aging Services promotes 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 Area Agency on Aging, Inc.

Missoula Aging Services' programs empower older adults to live independent, dignified, healthy lives.

The Nutrition Programs offered by Missoula Aging Services address the nutritional and social needs of seniors and people with disabilities in Missoula County.
- Meals on Wheels provides in-home delivery of hot meals four days a week with frozen meals for the weekend.
- Community Lunches (formerly known as Congregate Meals) address the need for socialization and nutritional education.
- The Supplement Program makes available Ensure(R) products at a reduced cost to those with a doctor’s prescription.

In-Home Support Services include Respite and Homemaking Programs that improve lives by creating a safe and healthful home environment. Missoula Aging Services’ Respite Program works one-on-one with primary caregivers and their families to create a holistic program that provides support, advocacy, education, and resources. The Respite Program offers assistance to help identify formal and informal support systems, in order to provide a temporary period of rest or relief (respite) to the primary caregiver. Missoula Aging Services’ recognizes the need for financial assistance in hiring an alternative caregiver; funding for respite services may be available from Missoula Aging Services on a sliding fee scale based on income for low to moderate-income individuals living in Missoula County.

The Resource Center provides personalized information and referrals to help older adults live independently for as long as possible. Comprehensive information and support with caregiving, senior housing, financial assistance, legal services, home health, transportation options, long-term care planning, veteran's services, Medicare and Medicaid counseling, and more is readily available by phone, e-mail, web site or by scheduling a personal consultation.

The professionally managed AmeriCorps Seniors Volunteer Programs engage over 500 individuals and provide older adults with opportunities to be active, healthier, and add meaning to life while making a positive impact on the community. These include Foster Grandparents, Senior Companions, and RSVP for older adults 55 or older. Participants choose how and where they want to serve they choose whether you want to draw their own skills and talents or develop new ones. Volunteer opportunities exist for adults of all ages like Meals on Wheels drivers.

The Money Management Program provides fiduciary, financial, and fiscal agent services to individuals who need assistance managing their money and protects them from financial fraud and abuse.

The Family Caregiver Support Program provides support, education, and support groups to those who are caring for an older adult. Part of this program involves the Memory Care Program to support those who need assistance caring for a loved one with Alzheimer's disease or related dementias.

The Lifelong Connections Program provides Wi-fi enabled tablets and training on how to use them to older adults who don't have access or the skills to use the technology. This helps relieve loneliness and isolation and helps the participant remain active in their communities by being able to connect remotely.

The organization actively advocates for the rights of older adults, works to preserve or expand funding on federal, state and local levels, and engages volunteers to help prevent Medicare fraud and abuse statewide through the Senior Medicare Patrol (SMP) Program.

For the year ended June 30, 2020, Missoula Aging Services's program expenses were:

Community programs $1,968,211
Resource center $682,844
In-home services $653,935
RCCOA pass through $542,333
406 Financial Services $204,283
Total Program Expenses $4,051,606

Chief Executive
Susan Kohler, CEO

Chair of the Board
Mrs. Roberta J Smith, President/Founder

Chair's Profession / Business Affiliation
McGeeSmith, Inc.

Board Size
11

Paid Staff Size
53

Method(s) Used:
Direct mail appeals, Invitations to fund raising events, Print advertisements (newspapers, magazines, etc.), Television, Radio, Grant proposals, Internet, Planned giving arrangements, Appeals via Social Media (Facebook, etc.)

% of Related Contributions on Fundraising: 5.64%

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 - consolidated for the year ended June 30, 2020.

Source of Funds
Federal grants $1,525,071
Program revenue $943,217
Fund development $892,466
Missoula County grants $782,999
State of Montana grants $614,659
City of Missoula grants $239,663
Investment income $100,636
Donated services and materials $53,773
Total Income $5,152,484

Programs: 81% Fundraising: 5% Administrative: 15%

Total Income $5,152,484
Total expenses: $5,013,655
  Program expenses $4,051,606
  Fundraising expenses $231,566
  Administrative expenses $730,483
  Other expenses $0
Income in Excess of Expenses $138,829
Beginning Net Assets $5,113,291
Other Changes In Net Assets $0
Ending Net Assets $5,252,120
Total Liabilities $2,097,708
Total Assets $7,349,828

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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Report completed by:
BBB Great West - Pacific