Western Montana Area Vi Agency logo

Western Montana Area Vi Agency

POLSON, MT EIN: 81-0345779 Website

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

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

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

1states

States

Cities

AlbertonArleeCharloEurekaHot SpringsKalispellLibbyPabloPolsonRonanSaint RegisSt IgnatiusSuperiorTrout CreekTroy

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).

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$3M$5M$6M20202021202220232024
Metric202420232022
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

$0$262K$525K$787K$1M16 grants202019 grants202117 grants202216 grants202315 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

SANDERS COUNTY COA$171KPOLSON SENIOR CITIZENS INC$116KSENIOR CITIZENS OF LINCO…$113KKOOTENAI SENIOR CITIZENS$76KMISSION VALLEY SENIOR CI…$60KLAKE COUNTY COUCIL ON AG…$54KTOBACCO VALLEY SENIOR CI…$54KCS & K TRIBES$46KCHARLO MOIESE SENIOR CIT…$34KST IGNATIUS SENIOR CENTER$33K

Grant Size Distribution

83 grants across all recorded years

48<$50K25$50–100K10$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

3 open opportunities from Western Montana Area Vi Agency

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

LORI THIBODEAU-SEAYExecutive Dir.$75KTYLER SANFORDFISCAL OFFICER$60K

From 2024 filing

NameTitleHoursCompensation
LORI THIBODEAU-SEAYExecutive Dir.40$74,653
TYLER SANFORDFISCAL OFFICER40$59,920
STEVE STANLEYPresident1
MICHAEL PIERRESecretary1
FAYELLEN PETERSONMEMBER1
JOAN CUFFEEVice President1
DONNA MAUGHLINMEMBER1
ROMAN ZYLAWYMEMBER1
MARY JO BERRYMEMBER1
BRENT TESKEMEMBER1
JOHN HOLLANDMEMBER1

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.

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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