2012-10-26T12:44:39-05:00 2012-06-30 810348775 JUNKERMIER CLARK CAMPANELLA STEVENS PO BOX 16237 MISSOULA MT 59808 990 2011-07-01 810379543 MISSOULA AREA AGENCY ON AGING INC MISS 4067287682 337 STEPHENS AVENUE MISSOULA MT 59801 SUSAN KOHLER 4067287682 2012-10-25 1 JAMES V GALIPEAU CPA P00087309 4065494148 2011 2016-02-24 21:20:13Z SUSAN KOHLER 337 STEPHENS AVENUE MISSOULA MT 59801 3548546 0 X HTTP://WWW.MISSOULAAGINGSERVICES.ORG X 1979 MT 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. 12 12 40 0 4419 0 3380518 3295276 273396 208952 21521 16583 2671 4419 3678106 3525230 323007 313828 0 0 1544477 1578560 0 0 74053 1525891 1478671 3393375 3371059 284731 154171 3545824 3679685 512849 477418 3032975 3202267 X 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. 0 0 529189 1826 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. 657135 144663 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. 827353 55537 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. 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. 961317 6926 2974994 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 2 0 40 1 1 1 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 4067287682 337 STEPHENS AVENUE MISSOULA MT 59801 LINDA HENDERSON 1.00 X 0 0 0 BURKE TOWNSEND 1.00 X X 0 0 0 MAX BAUER 1.00 X 0 0 0 RENEE HOFELDT 1.00 X 0 0 0 PAUL MARSHALL 1.00 X X 0 0 0 MARGARET MCMANUS 1.00 X X 0 0 0 JEAN CURTISS 1.00 X 0 0 0 DICK HAINES 1.00 X 0 0 0 MAUREEN FLEMING PHD 1.00 X X 0 0 0 KARL JONES 1.00 X 0 0 0 BARBARA BLANCHARD 1.00 X 0 0 0 LESLIE HALLIGAN 1.00 X 0 0 0 SUSAN KOHLER 40.00 X 76112 0 10397 DEBBIE LESTER 40.00 X 57426 0 9158 133538 0 19555 0 0 0 0 THOMAS CUISINE MANAGEMENT ST PATRICKS FOOD/NUTRITION SERVIC MISSOULA MT 59801 MEAL PREPARATION 343803 1 73220 2787074 434982 8820 3295276 MEDICAID PAYMENTS 624100 105050 105050 FEES FOR SERVICES 624100 103902 103902 208952 16583 16583 27735 23316 4419 4419 4419 3525230 208952 4419 16583 313828 313828 153093 134722 13778 4593 1075237 890726 129403 55108 49487 30557 15700 3230 179959 162847 15456 1656 120784 81489 34397 4898 13750 13750 353532 340852 12680 40065 34515 5550 28836 21136 7329 371 27435 18327 9108 28579 20581 7998 22583 17598 4688 297 67 67 561 402 159 68561 46977 21584 12058 9158 2900 MEALS AND FOOD 549234 549234 VOLUNTEER STIPENDS 182732 182732 VOLUNTEER EXPENSES 74985 65365 9214 406 MISCELLANEOUS 56209 34985 17993 3231 19484 18896 325 263 3371059 2974994 322012 74053 1419604 4841 1245351 136613 487962 1464 5237 2154812 610398 1624159 1544414 363984 391880 3545824 3679685 298119 353882 76603 10913 138127 112623 512849 477418 X 2696492 2773884 336483 428383 3032975 3202267 3545824 3679685 X 154171 15121 X 0 1 1 X 1 1 X 2963296 2852819 3175439 3380518 3291292 15663364 2963296 2852819 3175439 3380518 3291292 15663364 15663364 74528 62829 54628 50723 44318 287026 15950390 1066604 0.98200 0.96980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 400336 35000 22903 458239 308437 25000 66899 400336 232777 51000 24660 308437 237318 25000 -29541 232777 0.16000 0.84000 0 0 132000 132000 1895522 502298 1393224 127290 108100 19190 1544414 WASHINGTON MUTUAL FUNDS CLASS A 963 F AMERICAN BALANCED FUND INC CLASS A 390917 F 391880 3525230 3371059 154171 15121 15121 169292 3652239 15121 88572 23316 127009 3525230 0 3525230 3482947 88572 23316 111888 3371059 0 3371059 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. 1 RAVALLI COUNTY COUNCIL ON AGING 310 OLD CORVALLIS ROAD HAMILTON MT 59840 810423003 501(C)(3) 313828 PASS-THROUGH FROM THE STATE OF MONTANA. 1 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. X 67 FAIR MARKET VALUE X DISCOUNTS ON PRODUCTS 6 FAIR MARKET VALUE X MEALS 50 FAIR MARKET VALUE X PHYSICALS 10 FAIR MARKET VALUE EXPERIENCE WORKS 0 0 0 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 15,121.