MISSOULA AREA AGENCY ON AGING: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MISSOULA AREA AGENCY ON AGING (EIN 81-0379543)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-10-26
- IRS object ID
- 201233009349300733
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-26T12:44:39-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810348775 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNKERMIER CLARK CAMPANELLA STEVENS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 16237 | AddressLine1 |
| City | MISSOULA | City |
| State | MT | State |
| ZIP Code | 59808 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810379543 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MISSOULA AREA AGENCY ON AGING INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MISS | NameControl |
| Phone | 4067287682 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 337 STEPHENS AVENUE | AddressLine1 |
| City | MISSOULA | City |
| State | MT | State |
| ZIP Code | 59801 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN KOHLER | Name |
| Title | CEO | Title |
| Phone | 4067287682 | Phone |
| Date Signed | 2012-10-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES V GALIPEAU CPA | Name |
| PTIN | P00087309 | PTIN |
| Phone | 4065494148 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SUSAN KOHLER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 337 STEPHENS AVENUE | AddressLine1 |
| City | MISSOULA | City |
| State | MT | State |
| ZIP Code | 59801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3548546 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://WWW.MISSOULAAGINGSERVICES.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1979 | YearFormation |
| State Legal Domicile | MT | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 40 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 4419 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3380518 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3295276 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 273396 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 208952 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 21521 | InvestmentIncomePriorYear |
| Investment Income Current Year | 16583 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2671 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4419 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3678106 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3525230 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 323007 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 313828 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1544477 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1578560 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 74053 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1525891 | OtherExpensePriorYear |
| Other Expenses Current Year | 1478671 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3393375 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3371059 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 284731 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 154171 | RevenuesLessExpensesCY |
| Total Assets BOY | 3545824 | TotalAssetsBOY |
| Total Assets EOY | 3679685 | TotalAssetsEOY |
| Total Liabilities BOY | 512849 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 477418 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3032975 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3202267 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 529189 | Expense |
| Revenue | 1826 | Revenue |
| Description | VOLUNTEER SERVICE PROGRAMS RETIRED & SENIOR VOLUNTEER PROGRAM (RSVP) - ENCOURAGES SENIORS 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. THROUGH THE TASK FORCE, TRAINED TEAMS OF VOLUNTEERS PROVIDE PROJECT MANAGEMENT, OUTREACH, RECRUITMENT, PLACEMENTS AND MOBILIZATION OF DIVERSE VOLUNTEERS OF ALL AGES IN ORDER TO ASSIST VOLUNTEER STATIONS WITH CAPACITY BUILDING.FOSTER GRANDPARENTS - THE 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 - SENIOR COMPANIONS ARE PEOPLE AGE 55 AND OVER WHO PROVIDE ASSISTANCE AND FRIENDSHIP 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.WESTERN MONTANA VOLUNTEER CENTER (WMVC) - THE WMVC ACTS AS A CLEARINGHOUSE BETWEEN VOLUNTEERS AND ORGANIZATIONS THAT MEET COMMUNITY NEEDS. THE WMVC IS A COMMUNITY-WIDE PROJECT TO CONNECT VOLUNTEERS OF ALL AGES WITH LOCAL ORGANIZATIONS. THE WMVC PARTNERS WITH THE UNIVERSITY OF MONTANAOFFICE OF CIVIC ENGAGEMENT AND A LOCAL ADVISORY BOARD TO FURTHER DEVELOP THIS SERVICE THAT PROMOTES VOLUNTEER OPPORTUNITIES AND INFORMS VOLUNTEERS AND AGENCIES OF VOLUNTEER ISSUES, TRAINING, AND EVENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 657135 | Expense |
| Revenue | 144663 | Revenue |
| Description | CASE MANAGEMENT - THE MAS CASE MANAGERS HELP ELDERS AND THEIR FAMILIES ADDRESS COMPLEX PROBLEMS THAT AFFECT ELDERS' QUALITY OF LIFE. THIS SERVICE IS TYPICALLY PROVIDED THROUGH HOME VISITS. THE CARE MANAGERS ALSO RESPOND TO REFERRALS FROM AND WORK CLOSELY WITH ADULT PROTECTIVE SERVICES TO PROVIDE SUPPORT TO ELDERS WHO ARE MOST AT RISK OF LOSING THEIR INDEPENDENCE. THE CASE MANAGERS TEAM STAFFS THE AGENCYS HOME AND COMMUNITY BASED WAIVER PROGRAM FUNDED BY MEDICAID. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 827353 | Expense |
| Revenue | 55537 | Revenue |
| Description | NUTRITION PROGRAMSMEALS ON WHEELS - THE MEALS ON WHEELS PROGRAM FACILITATES VOLUNTEERS WHO DELIVERS HOT, PREPARED MEALS TO HOMEBOUND SENIORS AND ADULTS WITH DISABILITIES WHO ARE TOO FRAIL TO PREPARE MEALS THEMSELVES. MAS SERVED APPROXIMATELY 81,653 HOME DELIVERED MEALS IN 2012 AND 79,821 IN 2011.SENIOR DINER CLUB & CONGREGATE MEALS PROGRAMS - THE SENIOR DINER CLUB PROGRAM OFFERS SENIORS ON LIMITED INCOMES THE USE OF COUPONS GOOD FOR ONE FREE MEAL AT LOCAL EATING ESTABLISHMENTS OR THE SENIOR CITIZENS' CENTER. THE CONGREGATE MEALS PROGRAM FACILITATES THE DELIVERY OF HOT, PREPARED MEALS TO CONGREGATE SITES IN ARLEE, LOLO, CONDON, ALBERTON, POTOMAC AND SEELEY LAKE. MAS SERVED APPROXIMATELY 55,123 CONGREGATE AND SENIOR DINER CLUB MEALS IN 2012 AND 50,386 IN 2011.SENIOR FARMER'S MARKET NUTRITION PROGRAM - THE SENIOR FARMER'S MARKET NUTRITION PROGRAM IS AVAILABLE TO ELDERS WHOSE INCOME IS AT OR BELOW 185 PERCENT OF THE FEDERAL POVERTY LEVEL AND PROVIDES VOUCHERS THAT CAN BE USED TO PURCHASE FRESH, LOCALLY GROWN FRUITS AND VEGETABLES AT THE MARKET.COMMODITIES SUPPLEMENTAL FOOD PROGRAM - THE COMMODITIES SUPPLEMENTAL FOOD PROGRAM IS A COOPERATIVE EFFORT OF THE MISSOULA FOOD BANK, MAS, AND THE USDA COMMODITIES PROGRAM WHERE ELIGIBLE INDIVIDUALS RECEIVE A FREE BOX OF FOOD DELIVERED TO THEIR HOME EACH MONTH. MAS SERVED A TOTAL OF APPROXIMATELY 136,776 MEALS IN 2012 AND 137,679 IN 2011 UNDER ALL NUTRITION PROGRAMS. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 647489 | 6926 | INFORMATION AND ASSISTANCEMAS OPERATES THE SENIOR HELP LINE (SHL) & RESOURCE CENTER WHICH PROVIDE VARIOUS LEVELS OF INFORMATION AND ASSISTANCE TO SENIORS AND THEIR CAREGIVERS. THIS INCLUDES REFERRALS TO SENIOR SERVICES LOCATED IN MISSOULA AND THROUGHOUT THE UNITED STATES. INFORMATION AND ASSISTANCE SPECIALISTS ALSO PROVIDE ONE TO ONE COUNSELING TO SENIORS REGARDING MEDICARE, MEDICAID AND THE MEDICARE PART D PRESCRIPTION DRUG PLAN. SHL MAINTAINS A DATABASE OF MORE THAN 600 SERVICES AVAILABLE TO SUPPORT SENIORS. THIS SERVICE IS ESPECIALLY HELPFUL TO CAREGIVERS WHO ARE TRYING TO PROVIDE ELDER CARE EITHER LOCALLY OR FROM A DISTANCE. THE SHL ALSO SUPPORTS A RESOURCE CENTER WHERE INFORMATION ABOUT A VARIETY OF TOPICS RELATING TO SENIORS IS AVAILABLE. FREE PACKETS OF INFORMATION ARE PREPARED BY RESOURCE SPECIALISTS AROUND ISSUE AREAS SUCH AS LONG-TERM CARE, ESTATE PLANNING, MEDICARE, AND MEDICAID. BOOKS, AUDIOTAPES AND VIDEOTAPES ARE ALSO AVAILABLE FOR LOAN. THE RESOURCE CENTER ALSO INCLUDES FREE ACCESS TO COMPUTERS AND THE INTERNET FOR SENIORS, THEIR FAMILIES, AND CAREGIVERS.OMBUDSMAN PROGRAM - MAS EMPLOYS CERTIFIED LOCAL OMBUDSMEN WHO PROTECT RESIDENT RIGHTS FOR PEOPLELIVING IN LONG-TERM CARE FACILITIES. THE MAS OMBUDSMEN ARE IMPARTIAL MEDIATORS WHEN THEY LOOK INTOSITUATIONS OF CONCERN TO RESIDENTS. THEY MAY SUPPLY INFORMATION, SUGGEST SOLUTIONS AND PRESS FOR ACTION OR CHANGE ON BEHALF OF RESIDENTS. OMBUDSMAN ALSO SUPERVISE FRIENDLY VISITORS, VOLUNTEERS WHO PROVIDE ADDITIONAL VISITS TO NURSING HOME RESIDENTS.FAMILY CAREGIVER SUPPORT PROGRAM - THE FAMILY CAREGIVER SUPPORT PROGRAM ASSISTS ADULT FAMILYMEMBERS OR OTHER INDIVIDUALS WHO ARE INFORMAL PROVIDERS OF IN-HOME CARE TO OLDER INDIVIDUALS. THEPROGRAM'S SUPPORT SERVICES INCLUDE INFORMATION AND ASSISTANCE TO CAREGIVERS IN GAINING ACCESS TO SERVICES, ACTIVITIES TO ASSIST CAREGIVERS IN MAKING DECISIONS RELATED TO CARE GIVING, RESPITE CARE TO ENABLE CAREGIVERS TO BE TEMPORARILY RELIEVED FROM THEIR CARE-GIVING RESPONSIBILITIES, AND SUPPLEMENTAL SERVICES TO COMPLEMENT THE CARE PROVIDED BY CAREGIVERS. |
| 313828 | PASS-THROUGH TO RAVALLI COUNTY COUNCIL ON AGING TO PERFORM THE SAME SERVICES FOR CITIZENS IN RAVALLI COUNTY, MONTANA. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 961317 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 6926 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 2974994 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 40 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4067287682 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 337 STEPHENS AVENUE | AddressLine1 |
| City | MISSOULA | City |
| State | MT | State |
| ZIP Code | 59801 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| LINDA HENDERSON | ||||||
| PAST CHAIR | 1.00 | X | 0 | 0 | 0 | |
| BURKE TOWNSEND | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| MAX BAUER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RENEE HOFELDT | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| PAUL MARSHALL | ||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| MARGARET MCMANUS | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| JEAN CURTISS | ||||||
| MISSOULA COUNTY COMMISSION | 1.00 | X | 0 | 0 | 0 | |
| DICK HAINES | ||||||
| MISSOULA CITY COUNCIL MEMB | 1.00 | X | 0 | 0 | 0 | |
| MAUREEN FLEMING PHD | ||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| KARL JONES | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BARBARA BLANCHARD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LESLIE HALLIGAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SUSAN KOHLER | ||||||
| CEO | 40.00 | 76112 | 0 | 10397 | X | |
| DEBBIE LESTER | ||||||
| CFO | 40.00 | 57426 | 0 | 9158 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 133538 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 19555 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS CUISINE MANAGEMENT | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ST PATRICKS FOOD/NUTRITION SERVIC | AddressLine1 |
| City | MISSOULA | City |
| State | MT | State |
| ZIP Code | 59801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | MEAL PREPARATION | DescriptionOfServices |
| Compensation | 343803 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Federated Campaigns | 73220 | FederatedCampaigns |
| Government Grants | 2787074 | GovernmentGrants |
| All Other Contributions | 434982 | AllOtherContributions |
| Noncash Contributions | 8820 | NoncashContributions |
| Total Contributions | 3295276 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEDICAID PAYMENTS | 624100 | 105050 | 105050 |
| FEES FOR SERVICES | 624100 | 103902 | 103902 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 208952 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16583 | TotalRevenueColumn |
| Exclusion | $16,583 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 27735 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 23316 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 4419 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4419 | TotalRevenueColumn |
| Unrelated Business Revenue | 4419 | UnrelatedBusinessRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3525230 | TotalRevenueColumn |
| Related Or Exempt Function Income | 208952 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 4419 | UnrelatedBusinessRevenue |
| Exclusion | $16,583 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 313828 | Total |
| Program Services | 313828 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 153093 | Total |
| Program Services | 134722 | ProgramServices |
| Management And General | 13778 | ManagementAndGeneral |
| Fundraising | 4593 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1075237 | Total |
| Program Services | 890726 | ProgramServices |
| Management And General | 129403 | ManagementAndGeneral |
| Fundraising | 55108 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49487 | Total |
| Program Services | 30557 | ProgramServices |
| Management And General | 15700 | ManagementAndGeneral |
| Fundraising | 3230 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 179959 | Total |
| Program Services | 162847 | ProgramServices |
| Management And General | 15456 | ManagementAndGeneral |
| Fundraising | 1656 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120784 | Total |
| Program Services | 81489 | ProgramServices |
| Management And General | 34397 | ManagementAndGeneral |
| Fundraising | 4898 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13750 | Total |
| Management And General | 13750 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 353532 | Total |
| Program Services | 340852 | ProgramServices |
| Management And General | 12680 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40065 | Total |
| Program Services | 34515 | ProgramServices |
| Management And General | 5550 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28836 | Total |
| Program Services | 21136 | ProgramServices |
| Management And General | 7329 | ManagementAndGeneral |
| Fundraising | 371 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27435 | Total |
| Program Services | 18327 | ProgramServices |
| Management And General | 9108 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28579 | Total |
| Program Services | 20581 | ProgramServices |
| Management And General | 7998 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22583 | Total |
| Program Services | 17598 | ProgramServices |
| Management And General | 4688 | ManagementAndGeneral |
| Fundraising | 297 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67 | Total |
| Program Services | 67 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 561 | Total |
| Program Services | 402 | ProgramServices |
| Management And General | 159 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68561 | Total |
| Program Services | 46977 | ProgramServices |
| Management And General | 21584 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12058 | Total |
| Program Services | 9158 | ProgramServices |
| Management And General | 2900 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MEALS AND FOOD | 549234 | 549234 | ||
| VOLUNTEER STIPENDS | 182732 | 182732 | ||
| VOLUNTEER EXPENSES | 74985 | 65365 | 9214 | 406 |
| MISCELLANEOUS | 56209 | 34985 | 17993 | 3231 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19484 | Total |
| Program Services | 18896 | ProgramServices |
| Management And General | 325 | ManagementAndGeneral |
| Fundraising | 263 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3371059 | Total |
| Program Services | 2974994 | ProgramServices |
| Management And General | 322012 | ManagementAndGeneral |
| Fundraising | 74053 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1419604 | BOY |
| EOY | 4841 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1245351 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136613 | BOY |
| EOY | 487962 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1464 | BOY |
| EOY | 5237 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2154812 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 610398 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1624159 | BOY |
| EOY | 1544414 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 363984 | BOY |
| EOY | 391880 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3545824 | BOY |
| EOY | 3679685 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 298119 | BOY |
| EOY | 353882 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76603 | BOY |
| EOY | 10913 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 138127 | BOY |
| EOY | 112623 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 512849 | BOY |
| EOY | 477418 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2696492 | BOY |
| EOY | 2773884 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 336483 | BOY |
| EOY | 428383 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3032975 | BOY |
| EOY | 3202267 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3545824 | BOY |
| EOY | 3679685 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 154171 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 15121 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2963296 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2852819 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3175439 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3380518 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3291292 | CurrentTaxYear |
| Total | 15663364 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2963296 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2852819 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3175439 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3380518 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3291292 | CurrentTaxYear |
| Total | 15663364 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 15663364 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 74528 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 62829 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 54628 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 50723 | CurrentTaxYearMinus1Year |
| Current Tax Year | 44318 | CurrentTaxYear |
| Total | 287026 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 15950390 | TotalSupport |
| Gross Receipts From Admissions Etc | 1066604 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.98200 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.96980 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 400336 | BeginningOfYearBalance |
| Contributions | 35000 | Contributions |
| Investment Earnings Or Losses | 22903 | InvestmentEarningsOrLosses |
| End Of Year Balance | 458239 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 308437 | BeginningOfYearBalance |
| Contributions | 25000 | Contributions |
| Investment Earnings Or Losses | 66899 | InvestmentEarningsOrLosses |
| End Of Year Balance | 400336 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 232777 | BeginningOfYearBalance |
| Contributions | 51000 | Contributions |
| Investment Earnings Or Losses | 24660 | InvestmentEarningsOrLosses |
| End Of Year Balance | 308437 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 237318 | BeginningOfYearBalance |
| Contributions | 25000 | Contributions |
| Investment Earnings Or Losses | -29541 | InvestmentEarningsOrLosses |
| End Of Year Balance | 232777 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.16000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.84000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 132000 | OtherCostOrOtherBasis |
| Book Value | 132000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1895522 | OtherCostOrOtherBasis |
| Depreciation | 502298 | Depreciation |
| Book Value | 1393224 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 127290 | OtherCostOrOtherBasis |
| Depreciation | 108100 | Depreciation |
| Book Value | 19190 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1544414 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| WASHINGTON MUTUAL FUNDS CLASS A | 963 | F |
| AMERICAN BALANCED FUND INC CLASS A | 390917 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 391880 | TotalOfBookValueSecurities |
| Total Revenue | 3525230 | TotalRevenue |
| Total Expenses | 3371059 | TotalExpenses |
| Excess Or Deficit For Year | 154171 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 15121 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 15121 | TotalAdjustments |
| Excess Or Deficit Per FS | 169292 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3652239 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 15121 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 88572 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 23316 | OtherRevenues |
| Revenue Not Rptd F990 | 127009 | RevenueNotRptdF990 |
| Revenue Subtotal | 3525230 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3525230 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3482947 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 88572 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 23316 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 111888 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3371059 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3371059 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ORGANIZATION ENDOWMENT INVESTMENTS ARE USED FOR PROGRAMS WHICH SUPPORT THE WELL-BEING OF ADULTS AGE 55 AND OLDER. |
| RENTAL EXPENSES REPORTED ON PAGE 9, PART VIII, LINE 6B. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAVALLI COUNTY COUNCIL ON AGING | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 OLD CORVALLIS ROAD | AddressLine1 |
| City | HAMILTON | City |
| State | MT | State |
| ZIP Code | 59840 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 810423003 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 313828 | AmountOfCashGrant |
| Purpose Of Grant | PASS-THROUGH FROM THE STATE OF MONTANA. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ORGANIZATION HAS INTERNAL CONTROLS OVER THE REQUESTING OF GRANT FUNDS AS WELL AS THE DISBURSEMENT OF GRANT FUNDS THAT ALLOWS THE ORGANIZATION TO MONITOR THE IN-FLOW AND OUT-FLOW OF GRANT FUNDS. THE ORGANIZATION ALSO MAINTAINS DETAILED BUDGETS FOR EACH GRANT BASED ON GRANT CONTRACT AMOUNTS AND MONITORS THE BUDGETS AT A MINIMUM ON A MONTHLY BASIS. | Explanation |
Schedule M IRS990ScheduleM
Drugs And Medical Supplies DrugsAndMedicalSupplies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 67 | NumberOfContributions |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|
| X | DISCOUNTS ON PRODUCTS | 6 | FAIR MARKET VALUE |
| X | MEALS | 50 | FAIR MARKET VALUE |
| X | PHYSICALS | 10 | FAIR MARKET VALUE |
| EXPERIENCE WORKS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 WAS PROVIDED FIRST TO THE FINANCE COMMITTEE, WHO REVIEWED THE DOCUMENT, AND WAS THEN PROVIDED TO THE GOVERNING BOARD FOR FINAL REVIEW AND APPROVAL BEFORE FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | MISSOULA AGING SERVICES STAFF ARE TRAINED ANNUALLY DURING THE REGULARLY SCHEDULED MONTHLY STAFF MEETINGS REGARDING WHAT CONSTITUTES CONFLICT OF INTEREST. STAFF MEMBERS ARE REQUIRED TO DISCLOSE IN WRITING THEIR AFFILIATIONS AND POTENTIAL CONFLICTS OF INTEREST. STAFF SIGNATURES ARE REQUIRED TO DEMONSTRATE THEIR ATTENDANCE AND UNDERSTANDING OF THE POLICY. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE GOVERNING BOARD HAS DEVELOPED POLICIES DESIGNED TO SUPPORT MANAGERS IN ADMINISTERING BASE COMPENSATION PROGRAMS. THE COMPENSATION COMMITTEE, COMPRISED OF THE MANAGEMENT TEAM, INITIATES THE SALARY PLANNING PROCESS AND HAS FINAL AUTHORITY ON ALL DECISIONS REGARDING COMPENSATION. THE PLANNING PROCESS INCLUDES AN INDEPENDENT AND PERIODIC MARKET SURVEY OF WAGES AND GRADE ADJUSTMENTS. | |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION MAKES ITS 990 AND 990-T AVAILABLE UPON REQUEST. | |
| FORM 990, PART VI, SECTION C, LINE 19 | MISSOULA AGING SERVICES MAKES ALL DOCUMENTS AVAILABLE UPON REQUEST AND IS CAPABLE OF PROVIDING INFORMATION IN ELECTRONIC FORMAT. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 15,121. | CHANGES IN NET ASSETS OR FUND BALANCES: |