Area II Agency on Aging
To assist all older adults and individuals with disabilities to maintain freedom, independence, and free exercise of individual initiative necessary for the planning and management of their own lives through the coordination of actual delivery of needed services.
Key facts about Area II Agency on Aging
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.
- EIN
- 81-0346754
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $2,403,404
- Grants made (2025)
- 26
- Average grant
- $92,439
- Median grant
- $30,260
- New grantees (estimate)
- 8% first-time grantees (2 of 26, 2025)
- Total assets
- $5,218,682
- Primary geography
- Montana (100% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$5.2M
+17.5% YoY
Annual Giving
$2.4M
-6.2% YoY
Grant Count
26
-3.7% YoY
Avg Grant Size
$92K
-2.6% YoY
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.
About Area II Agency on Aging
Based on IRS filings
Area II Agency on Aging is a nonprofit organization focused on Adults, based in Roundup, MT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $5.2M in total assets. In 2025, it awarded 26 grants totaling $2.4M. Net investment income was $142K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 26 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
136 grants across all recorded years
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $5,218,682 | $4,441,115 | $4,395,929 |
| Revenue | $8,002,306 | $5,930,466 | $8,205,802 |
| Expenses | $6,772,029 | $6,252,827 | $5,668,378 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $141,842 | $67,858 | $4,890 |
| Distributable Amount | — | — | — |
Data update history
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)
Leadership & Key People
Officers and directors from IRS filings
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
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 is Area II Agency on Aging?
Area II Agency on Aging is a nonprofit organization focused on Adults, based in Roundup, MT. It holds $5.2M in total assets as of 2025.
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.
Here's the math on researching Area II Agency on Aging by hand.
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