Western Montana Area Vi Agency on Aging
Public records show a registered, tax-exempt organization in good standing.
What it says it does
The older American act intends that the area agency on aging shall be the leader relative to all aging issuers on behalf of all older persons in the planning and service area. This means that the area agency shall proactively carry out, under the leadership and direction of the state agency, a wide range of functions related to advocacy, planning, coordination, inter-agency linkages, information sharing, brokering, monitoring and evolution, designed to lead to the development or enhancement of comprehensive and coordinated community based systems in, or serving, each community in the planning and service area. These systems shall be designed to assist older person in leading independent, meaningful and dignified lives in their own homes and communities as long as possible.
- Income
- $3.3 million
- Spending
- $3.1 million
- Spent on programs
- 84%
- Reserves
- 9.3 months of spending
- Largest source of income
- government grants, 99%
- Employees
- 43
- Volunteers
- 3
- Highest pay
- $102,405, executive dir.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Strong: 93 out of 100.
Reserves
28 of 35Spendable reserves would cover 9.3 months of spending.
Debt
20 of 20It owes 14% of what it owns.
Living within its means
15 of 15Income exceeded spending by 5% of income.
Income trend
15 of 15Income rose 39% on the year before.
Spending floor
15 of 1584% of spending went to programs and raising each dollar of donations cost 0 cents.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Good: 73 out of 100.
Independent board
18 of 254 of 4 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Pay set independently
0 of 5Reports no independent review process for its chief executive's pay.
Independent check of accounts
0 of 15Its accounts were not audited or reviewed by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (6)
- $958,460 spent. Nutrition services - providing nutritious meals via contracts with Senior Centers throughout the multi-county service area. Nutrition services include Home Delivered Meals, Congregate meals, USDA commodities, and farmers markets. Programs are funded in part through the Older Americans Act and the State of MT Senior & Long-Term Care Division.
- $563,042 spent. Veterans direct home community based services - providing in-home care to veterans referred by the veterans administration. Service coordinators provide assessment and assist the veteran employer with self-directing their care needs in their home through assisting them with managing their monthly service plan and budget, hiring and scheduling staff to meet their needs and avoiding institutional care.Supporting independent living for Veterans through Self-Directed care coordination by creating an employer/employee relationship between the Veteran and their Caregivers. Funded by the Veterans Administration.
- $557,238 spent. Information, referral, and assistance programs - support seniors as they navigate the aging process by providing information related to housing, nutrition, benefits, services including Medicare, Medicaid, Long Term Care, Senior Health Insurance Programs, and transportaion services to name a few. I & A is funded in part thorugh the Older Americans Act and the State of MT Senior and Long-Term Care division.
- $248,889 spent. Older American Act provides a variety of services, primarily by contract, such as congregated and home-delivered meals, homemaker, home chore, respite care, transportation, health screening services, telephone reassurance, outreach, and other services designed to maintain the independence of the clients, allowing them to live with dignity in their own homes for as long as possible. Area Agencies are charged with encouraging planning for development and maintenance of such local programs, in addition to monitoring each contractors performance and adherence to program rules and regulations, while assuring appropriate reporting and accountability for resources.
- $173,110 spent. Ombudsman provides information and assistance to residents and their families in an effort to ensure the best care and quality of life possible for residents. A Long Term Care (LTC) Ombudsman is an advocate for residents living in nursing homes and assisted living facilities. LTC Ombudsmen resolve conflicts and provide education regarding rights making routine visits to each facility so residents have an opportunity to voice their concerns. WMTAOA staffs both the Local Certified LTC Ombudsman for its service area and the Regional LTC Ombudsman.
- $96,788 spent. In-home care and caregiver provides home-based services such as nursing, personal care, transportation, and homemaking services to enable elderly with the greatest economic and social needs to remain in their own homes. The caregiver program also aids caregivers by making information and assistance available to caregivers, provides for individual counseling, support groups, and training to caregivers, and provides for respite care services.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated September 10, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since July 1989.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.