Area II Agency on Aging
Area II Agency on Aging is a public, non-profit organization based in Roundup, Montana. It serves older adults and people with disabilities across an eleven-county area that includes two reservations, providing and coordinating services intended to support health, independence, and life in people’s homes and communities.
Area II Agency on Aging at a glance
In short: Area II Agency on Aging gave $2.4M across 26 grants in 2025 (avg $92K), mostly in Montana. 8% of 2025 grantees were new. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $2,403,404
- -6.2% vs 2024
- Grants made (2025)
- 26
- -3.7% vs 2024
- Average grant
- $92,439
- -2.6% vs 2024
- Median grant
- $30,260
- Total assets
- $5,218,682
- +17.5% vs 2024
- New grantees (estimate)
- 8% first-time grantees (2 of 26, 2025)
- Primary geography
- Montana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Area II Agency on Aging
- Contact
Mailing address: PO Box 127, Roundup, MT 59072
Phone: (406) 323-1320
Website: https://area2aging.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Area II Agency on Aging funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Adult Resource Alliance ($883K). Together the top 10 received $2.0M.
Grant Size Distribution
136 grants across all recorded years
The most common grant size was under $50K: 85 grants of 136 (63%).
Geographic Focus
Where this funder awards grants
The organization describes its service area as central Montana, covering eleven counties and two reservations. Its website lists Big Horn, Carbon, Fergus, Golden Valley, Judith Basin, Musselshell, Petroleum, Stillwater, Sweet Grass, Wheatland, and Yellowstone counties, as well as the Crow Tribe and Northern Cheyenne Tribe. All grant dollars reported for 2025 went to recipients in Montana.
Grant Distribution by State
Share of 2025 grant dollars across all 26 itemized grants.
States
Cities
Is Area II Agency on Aging open to new grantees?
8%
first-time grantees, 2025
In 2025, 2 of 26 grantees (8%) were first-time recipients. First grants averaged $138K; repeat grants $89K. How we count
Medians: $138K first-time, $30K repeat.
- 92% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+3%). Method
Estimate from itemized grant lists in IRS Form 990 filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $1.9M (2020) to $2.8M (2021). In 2025 it made 26 grants totaling $2.4M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Adult Resource Alliance Billings, MT | — | $883,481 |
| Fergus County Council on Agin Lewistown, MT | — | $317,705 |
| Big Sky Senior Services SHH Hardin, MT | — | $250,858 |
| Big Horn County Council on Ag Hardin, MT | — | $110,702 |
| Hospitality House Big Timber, MT | — | $79,410 |
| Musselshell County Council on Roundup, MT | — | $78,931 |
| Wheatland County Senior Citiz Harlowton, MT | — | $76,510 |
| Carbon Stillwater Community a Joliet, MT | — | $76,143 |
| South Park Senior Center Billings, MT | — | $44,896 |
| Columbus Senior Citizens Columbus, MT | — | $41,429 |
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Financial History
Multi-year comparison from IRS filings
Amounts are reported for each filing year.
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $5,218,682 | $8,002,306 | $6,772,029 | $2,403,404 | 26 | $141,842 |
| 2024 | $4,441,115 | $5,930,466 | $6,252,827 | $2,562,688 | 27 | $67,858 |
| 2023 | $4,395,929 | $8,205,802 | $5,668,378 | $2,324,945 | 27 | $4,890 |
| 2022 | $2,849,369 | $7,172,245 | $5,249,381 | $2,324,158 | 29 | $756 |
| 2021 | $404,633 | $3,825,060 | $5,405,885 | $2,762,050 | 27 | $1,034 |
| 2020 | $1,989,064 | $4,498,602 | $4,126,821 | $1,885,101 | 27 | — |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The organization’s stated mission is to assist older adults and individuals with disabilities in maintaining freedom, independence, and the ability to plan and manage their own lives through coordination and delivery of needed services.
Its stated programs include Veteran Directed Care, congregate meals, and Personal Assistance Services/Community First Choice. The organization’s website also describes information and referrals, ombudsman advocacy, Medicare and other benefits counseling, and a Commodity Supplemental Food Program for eligible adults age 60 or older. The website says it contracts with senior centers and other service providers for services such as meals, transportation, homemaking, health screening, respite care, and personal care.
Grantmaking
In filing year 2025, the organization reported 26 grants totaling $2,403,404. Grant amounts ranged from $20,850 to $883,481, with a median grant of $30,260. The largest reported grants included:
The organization’s website says it contracts with senior centers and service providers in its service area.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Marcy Brookie as Executive Director; Ross Butcher as Secretary; Kelly Gebhardt as Chairman; Melanie Roe as a Member; Bill Kennedy as Vice Chairman; and Jim Moore as President.
Area II Agency on Aging is led by Marcy Brookie, Executive Director on every filing since 2023; 1 of 6 officers listed in 2025 is compensated.
Officers on the 2025 filing
Marcy Brookie
Executive Director
On filings since 2023
40 hrs/week
$73K (2023) → $79K (2025)
Jim Moore
President
On filings since 2024
2 hrs/week
No compensation reported
Kelly Gebhardt
Chairman
On filings since 2020
2 hrs/week
No compensation reported
Bill Kennedy
Vice Chairman
Vice President → Vice Chairman, 2023
On filings since 2020
2 hrs/week
No compensation reported
Ross Butcher
Secretary
On filings since 2020
2 hrs/week
No compensation reported
Melanie Roe
Member
Director → Member, 2024
On filings since 2023
2 hrs/week
No compensation reported
Former officers (4)
- Former: Sidney Fitzpatrick (2020–2023) — Director
- Former: Sandy Thompson (2023) — Advisory Council President
- Former: Helen Pedula (2020–2022) — Advisory President
- Former: Jim Esp (2020–2022) — Director
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $79K, to Marcy Brookie (Executive Dir.).
Frequently asked questions about Area II Agency on Aging
How much does Area II Agency on Aging give each year?
Area II Agency on Aging gave $2.4M across 26 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $2.6M across 27 grants.
What is Area II Agency on Aging's typical grant size?
Area II Agency on Aging's median grant in 2025 was $30,260, and its average grant was $92,439, across 26 grants on its 2025 IRS Form 990. Organizations receiving their first grant from Area II Agency on Aging that year got $138K on average.
Where does Area II Agency on Aging give grants?
Area II Agency on Aging gives mostly in Montana: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Billings, MT (2 grants), Hardin, MT (2 grants), Roundup, MT (2 grants) and Bridger, MT (2 grants).
Who are Area II Agency on Aging's largest grantees?
Area II Agency on Aging's largest 2025 grantees include Adult Resource Alliance ($883,481), Fergus County Council on Agin ($317,705) and Big Sky Senior Services SHH ($250,858), according to its 2025 IRS Form 990. Together they received 60% of its itemized 2025 grant dollars.
How large is Area II Agency on Aging?
Area II Agency on Aging reported $5.2M in total assets on its 2025 IRS Form 990. Its revenue that year was $8.0M.
What does Area II Agency on Aging fund?
The organization’s stated mission is to assist older adults and individuals with disabilities in maintaining freedom, independence, and the ability to plan and manage their own lives through coordination and delivery of needed services. See mission & focus areas ↑
How do I apply for a grant from Area II Agency on Aging?
Area II Agency on Aging has no public application process in the sources Grantable reviewed. Check area2aging.org for current guidelines, or contact the foundation directly before submitting a request.
What is Area II Agency on Aging's EIN?
Area II Agency on Aging's EIN (Employer Identification Number) is 81-0346754. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS May 15, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 21, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS May 15, 2026)
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Figures come from Area II Agency on Aging's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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