Adult Resource Alliance of Yellowstone County
To provide effective services and lead collaborative efforts to ensure seniors remain independent with the highest possible quality of life
Adult Resource Alliance of Yellowstone County at a glance
- Total assets
- $5,675,146
- +5.0% vs 2024
- Revenue (2025)
- $4,215,461
- +10.3% vs 2024
- Net investment income (2025)
- $31,118
- -54.3% vs 2024
- Expenses (2025)
- $3,934,287
- +2.8% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Adult Resource Alliance of Yellowstone County funds
How this funder distributes its grants
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 3 grants of 6 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Adult Resource Alliance of Yellowstone County gives
- Giving held roughly steady from 2021 to 2024 (−18%). Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2024, annual grant giving ranged from $424K (2024) to $519K (2021). In 2024 it made 3 grants totaling $424K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Big Sky Senior Service Billings, MT | Senior Services | $369,000 |
| Family Service Billings, MT | Senior Services | $35,000 |
| Parks and Recreation Billings, MT | Lillis Park AARP | $20,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $5,675,146 | $4,215,461 | $3,934,287 | — | — | $31,118 |
| 2024 | $5,402,940 | $3,823,306 | $3,826,638 | $424,000 | 3 | $68,162 |
| 2023 | $5,473,773 | $3,830,685 | $3,821,633 | — | — | $19,835 |
| 2022 | $5,556,804 | $3,264,487 | $3,544,680 | — | — | $12,648 |
| 2021 | $5,949,620 | $3,680,635 | $3,148,805 | $519,274 | 3 | $21,473 |
| 2020 | $5,891,726 | $3,413,254 | $2,955,952 | — | — | $17,254 |
| 2019 | $4,922,927 | $3,377,599 | $2,830,970 | — | — | $27,651 |
About Adult Resource Alliance of Yellowstone County
Based on IRS filings
Adult Resource Alliance of Yellowstone County is a public charity focused on Human Services, based in Billings, MT. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $5.7M in total assets. Net investment income was $31K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Adult Resource Alliance of Yellowstone County is led by Duane Loken, President since 2023 (on filings since 2019); none of the 11 officers listed in 2025 report compensation.
Officers on the 2025 filing
Duane Loken
President
Director → Vice President, 2022
Vice President → President, 2023
On filings since 2019
2 hrs/week
No compensation reported
Sue Devries
Director
On filings since 2019
1 hr/week
No compensation reported
Linda Roers
Director
On filings since 2022
1 hr/week
No compensation reported
Pam Hofferber
Director
On filings since 2022
1 hr/week
No compensation reported
Brian McHugh
Director
On filings since 2023
1 hr/week
No compensation reported
Jon Stepanek
Director
On filings since 2023
1 hr/week
No compensation reported
Kevin Sider
Director
On filings since 2023
1 hr/week
No compensation reported
Becky Rosenleaf
Director
On filings since 2024
1 hr/week
No compensation reported
Ben McKee
Secretary
Director → Secretary, 2022
On filings since 2019
2 hrs/week
No compensation reported
Brian Macy
Vice President
Secretary → Director, 2022
Director → Vice President, 2023
On filings since 2019
2 hrs/week
No compensation reported
Heather Hirsch
Treasurer
On filings since 2022
2 hrs/week
No compensation reported
Former officers (17)
- Former: Erika Guy (2024) — Director
- Former: John Ostlund (2024) — Director
- Former: Don Jones (2019–2023) — Director
- Former: Kalyn Briggs (2022–2023) — Director
- Former: Cole Catlin (2023) — Director
- Former: Jeanne Gates (2023) — Director
- Former: Brent Cromley (2019–2022) — President
- Former: Kelli Skaggs (2019–2022) — Director
- Former: Rae Ann Mall (2019–2022) — Director
- Former: Richard Klose Sr. (2019–2022) — Director
- Former: Wanda Grinde (2019–2022) — Director
- Former: Mike Testa (2021–2022) — Director
- Former: Nibs Moessmer (2021–2022) — Director
- Former: Kathy Brayko (2019–2021) — Director
- Former: Sandra Loendorf (2019–2021) — Treasurer
- Former: Marilyn Tapia (2019–2020) — Secretary
- Former: Xavier Moessmer (2019) — Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Adult Resource Alliance of Yellowstone County
How large is Adult Resource Alliance of Yellowstone County?
Adult Resource Alliance of Yellowstone County reported $5.7M in total assets on its 2025 IRS Form 990. Its revenue that year was $4.2M.
What is Adult Resource Alliance of Yellowstone County?
Adult Resource Alliance of Yellowstone County is a public charity focused on Human Services, based in Billings, MT. It holds $5.7M in total assets as of 2025.
Where does Adult Resource Alliance of Yellowstone County operate?
Adult Resource Alliance of Yellowstone County has awarded grants in Montana.
What is Adult Resource Alliance of Yellowstone County's EIN?
Adult Resource Alliance of Yellowstone County's EIN (Employer Identification Number) is 81-0364744. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2019 (received by the IRS May 14, 2020)
- Added Form 990 for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Adult Resource Alliance of Yellowstone County's focus areas in our free grants database
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