Western Montana Area Vi Agency
Western Montana Area VI Agency on Aging is a public charity based in Polson, Montana, serving as the Area Agency on Aging for the region. The organization empowers seniors, veterans, and people with disabilities by providing services, advocacy, and resources to support independent and dignified living in their own homes and communities.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.7M
-11.2% YoY
Annual Giving
$864K
-17.6% YoY
Grant Count
15
-6.3% YoY
Avg Grant Size
$58K
-12.1% YoY
Mission & Focus Areas
The organization's mission is rooted in the Older Americans Act, positioning the agency as the leader on aging issues in its planning and service area. The agency proactively carries out advocacy, planning, coordination, inter-agency linkages, information sharing, brokering, monitoring, and evaluation to develop comprehensive and coordinated community-based systems.
The agency assists older residents, their families, and caregivers by:
- Promoting independence and dignity
- Serving elders with the greatest need
- Providing easy access to services
- Providing opportunities for seniors to make a difference in their communities
- Providing consumer education and advocating for quality services
- Providing information about available services and assistance with accessing services
Primary Program Areas:
Nutrition Services — Provides education, training, and resources for obtaining and preparing quality nutritional meals. Services include congregate meal settings (66,010 meals served in FY23) and home-delivered meals (45,338 meals served in FY23).
Veterans Directed Care (VDC) — Provides in-home care to veterans referred by the Veterans Administration. Service coordinators assess needs and assist veteran employers with self-directing their care in their homes, including managing monthly service plans and budgets, hiring and scheduling staff, and avoiding institutional care. The program serves veterans of all ages who need personal care services and help with activities of daily living, as well as isolated veterans or those whose caregivers are experiencing burden.
Information, Referral, and Assistance (I&A) — Links people in need with appropriate services for their unique situations. State-certified technicians maintain databases of service providers and local resource information including social and health services, Medicare/Medicaid assistance, legal services, utilities assistance, meal services, in-home services, transportation, caregiving options, and volunteering opportunities. The program had 2,129 contacts with seniors in FY23.
State Health Insurance Assistance Program (S.H.I.P.) — Provides no-cost health-benefits counseling and advocacy for Medicare beneficiaries and their families or caregivers. Counselors assist with Medicare fraud, waste and abuse reporting; Medicare health plans; Medigap supplemental insurance; Medicare Part D prescription drug coverage plan comparisons; Medicare eligibility, enrollment and benefits; and long-term care options and information.
Long-Term Care Ombudsman Program — Serves as an advocate for individuals with disabilities and provides program and service assistance.
Additional Services — Transportation, homemaker services, lifespan respite programs, and online learning through GetSetUp (350 classes available).
Grantmaking
Western Montana Area VI Agency on Aging makes grants to other organizations. Based on the most recent IRS Form 990 filing (2024):
Average Grant
amount:** $5,186–$214,702
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Geographic Focus
Where this funder awards grants
The agency serves Western Montana as Area VI Agency on Aging. Services are available statewide through its toll-free phone service and regional offices. The organization also operates programs in Idaho, including the Veteran Directed Care Program.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024 (most recent tax filing):
- Total assets: $2,709,419
- Total revenues: $2,352,346
- Total expenses: $2,577,684
- Total giving: $862,145
- Number of employees: 29
The organization was formed in 1976 and holds 501(c)(3) status with an IRS ruling year of 1989. It is classified under NTEE code P81 (Senior Centers and Services).
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,709,419 | $3,052,073 | $2,953,747 |
| Revenue | $2,352,346 | $3,297,445 | $5,668,826 |
| Expenses | $2,577,684 | $2,542,711 | $5,276,002 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $2,074 | — | $798 |
| Distributable Amount | — | — | — |
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 2024
Grant Size Distribution
83 grants across all recorded years
Open Grants
3 open opportunities from Western Montana Area Vi Agency
Alaska Veteran Directed Care Program (VOICE - Veterans' Options for Independence, Choice and Empowerment)
WESTERN MONTANA AREA VI AGENCY
Amount
Varies
Deadline
Rolling / Open
Idaho Veteran Directed Care Program (VDC)
WESTERN MONTANA AREA VI AGENCY
Amount
Varies
Deadline
Rolling / Open
Montana Disabled Veteran Assistance Program (MDV)
WESTERN MONTANA AREA VI AGENCY
Amount
Varies
Deadline
Closed
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Lori Thibodeau-Seay — Executive Director
The organization employs 29 staff members as of 2024.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LORI THIBODEAU-SEAY | Executive Dir. | 40 | $74,653 |
| TYLER SANFORD | FISCAL OFFICER | 40 | $59,920 |
| STEVE STANLEY | President | 1 | — |
| MICHAEL PIERRE | Secretary | 1 | — |
| FAYELLEN PETERSON | MEMBER | 1 | — |
| JOAN CUFFEE | Vice President | 1 | — |
| DONNA MAUGHLIN | MEMBER | 1 | — |
| ROMAN ZYLAWY | MEMBER | 1 | — |
| MARY JO BERRY | MEMBER | 1 | — |
| BRENT TESKE | MEMBER | 1 | — |
| JOHN HOLLAND | MEMBER | 1 | — |
Recent News & Activity
Recent developments and announcements
The organization maintains an active online presence and recently launched a new website. It continues to expand its service offerings, including online learning opportunities through GetSetUp and ongoing Medicare education initiatives. The agency offers YouTube videos of both Non-Tribal and Tribal Medicare classes and plans to expand in-person class offerings.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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