Missoula Area Agency on Aging Inc
Missoula Area Agency on Aging Inc, known publicly as Missoula Aging Services, is a public charity based in Missoula, Montana. It promotes the independence, dignity, and health of older adults and people who care for them through services, advocacy, education, and volunteer opportunities.
Key facts about Missoula Area Agency on Aging Inc
In short: Missoula Area Agency on Aging Inc gave $724K across 10 grants in 2025 (avg $72K), mostly in Montana. 0% of 2025 grantees were new. Source: 2025 IRS Form 990.
- EIN
- 81-0379543
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $723,669
- Grants made (2025)
- 10
- Average grant
- $72,367
- Median grant
- $14,525
- New grantees (estimate)
- 0% first-time grantees (0 of 10, 2025; small sample)
- Total assets
- $9,623,224
- Primary geography
- Montana (100% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$9.6M
-21.5% YoY
Annual Giving
$724K
+2.1% YoY
Grant Count
10
-9.1% YoY
Avg Grant Size
$72K
+12.3% YoY
Is Missoula Area Agency on Aging Inc open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 10 grantees (0%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. How we count
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.
Mission & Focus Areas
The organization’s mission is to promote the independence, dignity, and health of older adults and those who care for them. Its website describes a broad range of services intended to help older adults live independently, including meals, resource and call-center assistance, family caregiver support, money management, and Veteran Directed Care.
The 2025 filing describes grants supporting a coordinated system of supportive, nutrition, information, caregiver, and advocacy services for older people, as well as a statewide volunteer initiative addressing Medicare waste, fraud, and abuse. It also identifies work to develop home- and community-based services for people with Alzheimer’s disease and dementia and their caregivers.
Grantmaking
In filing year 2025, the organization reported 10 grants totaling $723,669. Grant amounts ranged from $11,500 to $577,269, with a median grant of $14,525. The largest grant went to Ravalli County Council on Aging in Hamilton, Montana: $577,269 for coordinated services for older adults and caregivers, and related dementia services and statewide Medicare fraud-prevention work.
Other reported grants included $30,400 to Area II Agency on Aging in Roundup, $20,200 to Action for Eastern Montana in Glendive, and $17,900 to Area IX Agency on Aging in Kalispell. Most of the other listed grants supported the statewide volunteer initiative to prevent Medicare waste, fraud, and abuse. The grantees describe their work as including services to help older adults and people with disabilities maintain independence, community quality-of-life programs, and services intended to help older people remain in their homes.
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Geographic Focus
Where this funder awards grants
The organization is based in Missoula, Montana. Its website says it has promoted older adults’ independence, dignity, and health in Missoula and Ravalli counties since 1982. All reported 2025 grant dollars went to recipients in Montana.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $637K (2020) to $939K (2022). In 2025 it made 10 grants totaling $724K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Ravalli County Council on Aging ($577K). Together the top 10 received $724K.
Grant Size Distribution
54 grants across all recorded years
The most common grant size was under $50K: 49 grants of 54 (91%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ravalli County Council on Aging Hamilton, MT | Development and maintenance of a comprehensive and coordinated service delivery system for supportive, nutrition, information, caregiver and advocacy services to older individuals in accordance with the older americans act. Addditionally, statewide volunteer initiative for the prevention of medicare waste, fraud and abuse. Develop home and community based services for people with alzheimers and dementia and their caregivers. | $577,269 |
| Area II Agency on Aging Roundup, MT | Statewide volunteer initiative for the prevention of medicare waste, fraud and abuse. | $30,400 |
| Action for Eastern Montana Glendive, MT | Statewide volunteer initiative for the prevention of medicare waste, fraud and abuse. | $20,200 |
| Area IX Agency on Aging Kalispell, MT | Statewide volunteer initiative for the prevention of medicare waste, fraud and abuse. | $17,900 |
| RSVP of Southwest Montana Bozeman, MT | Statewide volunteer initiative for the prevention of medicare waste, fraud and abuse. | $14,550 |
| Area VI Agency on Aging Polson, MT | Statewide volunteer initiative for the prevention of medicare waste, fraud and abuse. | $14,500 |
| Rocky Mountain Development Council Helena, MT | Statewide volunteer initiative for the prevention of medicare waste, fraud and abuse. | $12,600 |
| North Central Area III Agency on Aging Conrad, MT | Statewide volunteer initiative for the prevention of medicare waste, fraud and abuse. | $12,500 |
| Area VIII Agency on Aging Great Falls, MT | Statewide volunteer initiative for the prevention of medicare waste, fraud and abuse. | $12,250 |
| Area V Agency on Aging Butte, MT | Statewide volunteer initiative for the prevention of medicare waste, fraud and abuse. | $11,500 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants reported |
|---|---|---|---|---|
| 2025 | $9,623,224 | $6,852,215 | $6,117,343 | $723,669 |
| 2024 | $12,257,941 | $7,339,864 | $6,257,152 | $709,104 |
| 2023 | $9,726,407 | $6,342,772 | $6,143,641 | $655,197 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $9,623,224 | $12,257,941 | $9,726,407 |
| Revenue | $6,852,215 | $7,339,864 | $6,342,772 |
| Expenses | $6,117,343 | $6,257,152 | $6,143,641 |
| Net Investment Income | $266,233 | $143,098 | $82,519 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS December 1, 2020)
- Updated Form 990 for fiscal year 2021 (received by the IRS December 14, 2021)
- Updated Form 990 for fiscal year 2022 (received by the IRS March 2, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS December 5, 2023)
- Updated Form 990 for fiscal year 2024 (received by the IRS December 3, 2024)
- Updated Form 990 for fiscal year 2025 (received by the IRS December 5, 2025)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Gayle Hudgins as chair, Tom Wozniak as vice chair, Kim McKelvey as treasurer, James McKay as secretary, and Kristin Page-Nei as past chair. It also lists Amber Rodgers, Missy Haidle, Deb Lawton, Greg Oliver, and Roberta Smith as members. The organization’s 2024 filing states that its board is appointed, and may be removed at will, by the Missoula County Board of County Commissioners.
Missoula Area Agency on Aging Inc is led by Lisa Sheppard, Chief Executive Officer on every filing since 2022; 2 of 16 officers listed in 2025 are compensated.
Officers on the 2025 filing
Lisa Sheppard
Chief Executive Officer
On filings since 2022
40 hrs/week
$94K (2023) → $139K (2025)
Gayle A. Hudgins
Chair
Past Chair → Vice Chair, 2024
Vice Chair → Chair, 2025
On filings since 2020
1 hr/week
No compensation reported
Ginny Holland
Chief Financial Officer
On filings since 2020
40 hrs/week
$23K (2020) → $109K (2025)
James McKay
Secretary
Member → Secretary, 2025
On filings since 2020
1 hr/week
No compensation reported
Juanita Vero
Member
On filings since 2020
1 hr/week
No compensation reported
Kristin Page-Nei
Past Chair
Vice Chair → Chair, 2024
Chair → Past Chair, 2025
On filings since 2020
1 hr/week
No compensation reported
Roberta Smith
Member
Chair → Past Chair, 2024
Past Chair → Member, 2025
On filings since 2020
1 hr/week
No compensation reported
Deb Lawton
Member
Treasurer → Secretary, 2024
Secretary → Member, 2025
On filings since 2021
1 hr/week
No compensation reported
Kim McKelvey
Treasurer
Member → Treasurer, 2025
On filings since 2021
1 hr/week
No compensation reported
Cynthia Rademacher
Member
On filings since 2022
1 hr/week
No compensation reported
Kristen Jordan
Member
On filings since 2022
1 hr/week
No compensation reported
Tom Wozniak
Vice Chair
Member → Treasurer, 2024
Treasurer → Vice Chair, 2025
On filings since 2022
1 hr/week
No compensation reported
Missy Haidle
Member
On filings since 2023
1 hr/week
No compensation reported
Stuart Strahl
Member
On filings since 2024
1 hr/week
No compensation reported
Amber Rodgers
Member
New on the 2025 filing
1 hr/week
No compensation reported
Greg Oliver
Member
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (14)
- Former: Jolynn McDermott (2020–2024) — Member
- Former: Caryn Bohenek (2022–2024) — Member
- Former: Chris Flohr (2020–2023) — Former Member
- Former: Sue Malek (2022–2023) — Member
- Former: Amanda Cahill (2020–2022) — Former Member
- Former: Larry White (2020–2022) — Former Member
- Former: Susan Kohler (2020–2022) — Former Chief Executive Officer
- Former: John Contos (2021–2022) — Former Member
- Former: Geoff Gilbert (2020) — Member
- Former: Gwen Jones (2020) — Member
- Former: Keith Anderson (2020) — Treasurer
- Former: Larry E. Riley (2020) — Chair
- Former: Leslie Halligan (2020) — Member
- Former: Wendy Stuker Past (2020) — Chief Financial Officer F
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 $139K, to Lisa Sheppard (Chief Executive Officer). 2 officers or directors reported compensation on that filing.
Contact
Mailing address: 337 Stephens Avenue, Missoula, MT 59801
Phone: (406) 728-7682
Frequently asked questions about Missoula Area Agency on Aging Inc
How much does Missoula Area Agency on Aging Inc give each year?
Missoula Area Agency on Aging Inc gave $724K across 10 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $709K across 11 grants.
What is Missoula Area Agency on Aging Inc's typical grant size?
Missoula Area Agency on Aging Inc's median grant in 2025 was $14,525, and its average grant was $72,367, across 10 grants on its 2025 IRS Form 990.
Where does Missoula Area Agency on Aging Inc give grants?
Missoula Area Agency on Aging Inc gives mostly in Montana: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there.
Does Missoula Area Agency on Aging Inc give general operating support?
Not in 2025: none of the 10 grants with a stated purpose on Missoula Area Agency on Aging Inc's 2025 IRS Form 990 were described as general or operating support.
Who are Missoula Area Agency on Aging Inc's largest grantees?
Missoula Area Agency on Aging Inc's largest 2025 grantees include Ravalli County Council on Aging ($577,269), Area II Agency on Aging ($30,400) and Action for Eastern Montana ($20,200), according to its 2025 IRS Form 990. Together they received 87% of its itemized 2025 grant dollars.
How large is Missoula Area Agency on Aging Inc?
Missoula Area Agency on Aging Inc reported $9.6M in total assets on its 2025 IRS Form 990. Its revenue that year was $6.9M.
What does Missoula Area Agency on Aging Inc fund?
The organization’s mission is to promote the independence, dignity, and health of older adults and those who care for them. See mission & focus areas ↑
How do I apply for a grant from Missoula Area Agency on Aging Inc?
Missoula Area Agency on Aging Inc has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
What is Missoula Area Agency on Aging Inc's EIN?
Missoula Area Agency on Aging Inc's EIN (Employer Identification Number) is 81-0379543. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated October 2026.
Here's the math on researching Missoula Area Agency on Aging Inc by hand.
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