Missoula Area Agency on Aging Inc

Public charity · Grantmaker Missoula, MT EIN: 81-0379543

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

  • 100% of 2025 grantees were also funded in 2024. Method
  • Giving fell 23% from 2022 to 2025. 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.

Research compiled by Grantable AI from public sources. Last updated October 2026.

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

1state

Share of 2025 grant dollars across all 10 itemized grants.

States

Cities

BozemanButteConradGlendiveGreat FallsHamiltonHelenaKalispellPolsonRoundupHavre

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M11 grants2020 11 grants2021 11 grants2022 11 grants2023 11 grants2024 10 grants2025

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

Ravalli County Council on Aging: $577KRavalli County Council onAging$577KArea II Agency on Aging: $30KArea II Agency on Aging$30KAction for Eastern Montana: $20KAction for Eastern Montana$20KArea IX Agency on Aging: $18KArea IX Agency on Aging$18KRSVP of Southwest Montana: $15KRSVP of Southwest Montana$15KArea VI Agency on Aging: $15KArea VI Agency on Aging$15KRocky Mountain Development Council: $13KRocky Mountain DevelopmentCouncil$13KNorth Central Area III Agency on Aging: $13KNorth Central Area III Agencyon Aging$13KArea VIII Agency on Aging: $12KArea VIII Agency on Aging$12KArea V Agency on Aging: $12KArea V Agency on Aging$12K

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

49<$50K$50–100K$100–250K$250–500K5$500K–1M$1–5M$5M+

The most common grant size was under $50K: 49 grants of 54 (91%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Ravalli County Council on Aging Hamilton, MTDevelopment 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, MTStatewide volunteer initiative for the prevention of medicare waste, fraud and abuse.$30,400
Action for Eastern Montana Glendive, MTStatewide volunteer initiative for the prevention of medicare waste, fraud and abuse.$20,200
Area IX Agency on Aging Kalispell, MTStatewide volunteer initiative for the prevention of medicare waste, fraud and abuse.$17,900
RSVP of Southwest Montana Bozeman, MTStatewide volunteer initiative for the prevention of medicare waste, fraud and abuse.$14,550
Area VI Agency on Aging Polson, MTStatewide volunteer initiative for the prevention of medicare waste, fraud and abuse.$14,500
Rocky Mountain Development Council Helena, MTStatewide volunteer initiative for the prevention of medicare waste, fraud and abuse.$12,600
North Central Area III Agency on Aging Conrad, MTStatewide volunteer initiative for the prevention of medicare waste, fraud and abuse.$12,500
Area VIII Agency on Aging Great Falls, MTStatewide volunteer initiative for the prevention of medicare waste, fraud and abuse.$12,250
Area V Agency on Aging Butte, MTStatewide 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
Revenue
Expenses
Net Investment Income
$0$2.5M$5M$7.5M$10M2020 2021 2022 2023 2024 2025
Metric202520242023
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

  1. Updated Form 990 for fiscal year 2020 (received by the IRS December 1, 2020)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS December 14, 2021)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS March 2, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS December 5, 2023)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS December 3, 2024)
  6. Updated Form 990 for fiscal year 2025 (received by the IRS December 5, 2025)
  7. 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

Lisa Sheppard — Chief Executive Officer: $139KLisa SheppardChief Executive Officer$139KGinny Holland — Chief Financial Officer: $109KGinny HollandChief Financial Officer$109K

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.

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