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Area II Agency on Aging

EIN 81-0346754 · Roundup, MT

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthStrong93 out of 100GovernanceGood85 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

TO ASSIST ALL OLDER ADULTS AND INDIVIDUALS WITH DISABILITIES TO MAINTAIN FREEDOM, INDEPENDENCE, AND FREE EXERCISE OF INDIVIDUAL INITIATIVE NECESSARY FOR THE PLANNING AND MANAGEMENT OF THEIR OWN LIVES THROUGH THE COORDINATION OF ACTUAL DELIVERY OF NEEDED SERVICES.

Income
$8.0 million
Spending
$6.8 million
Spent on programs
94%
Reserves
8.2 months of spending
Largest source of income
government grants, 54%
Employees
57
Volunteers
319
Highest pay
$90,830, 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 35

    Spendable reserves would cover 8.2 months of spending.

  • Debt

    20 of 20

    It owes 11% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 15% of income.

  • Income trend

    15 of 15

    Income rose 35% on the year before.

  • Spending floor

    15 of 15

    94% 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: 85 out of 100.

  • Independent board

    25 of 25

    5 of 5 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    8 of 8

    Has a written whistleblower policy.

  • Record keeping policy

    7 of 7

    Has a written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • Pay set independently

    5 of 5

    Sets its chief executive's pay through independent review and comparison.

  • Independent check of accounts

    0 of 15

    Its accounts were not audited or reviewed by an independent accountant.

  • No reported misuse

    10 of 10

    Reports 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 (3)
  1. $3.0 million spent. VETERAN DIRECTED CARE PROGRAM EMPOWERS QUALIFYING VETERANS TO HIRE, EMPLOY, AND SUPERVISE PERSONAL CARE ATTENDANTS TO HELP WITH DAILY NEEDS IN SUPPORT OF INDEPENDENCE. CARE COORDINATORS CONDUCT ASSESSMENTS TO DETERMINE ELIGIBILITY AND LEVEL OF NEED. THEY REVIEW PROGRAM GUIDELINES TO ASSIST WITH THE DEVELOPMENT AND IMPLEMENTATION OF A PLAN OF CARE FOR THE VETERAN THAT BEST SUPPORTS THEM IN MEETING THEIR PERSONAL NEEDS.SERVED 91 VETERANS WITH 92,199 UNITS OF SERVICE
  2. $2.7 million spent. Congregate Meal programs provide healthy meals served in a group setting. They aim to keep older adults healthy and independent, offer opportunities for social engagement, and connect people with other supports and services. These services are contracted to subcontractors.Served 23,114 unduplicated individuals 128,002 units of service (meals)
  3. $651,729 spent. Personal Assistance Services/Community First Choice program is designed for Medicaid eligible elderly or disabled individuals in need of in-home personal care to remain in their homes and independent. Consumers are able to hire, train and supervise personal care attendants that work in their home. Care Coordinators assist consumers with eligibility requirements and developing and managing a long-term supportive care plan.Served 206 clients with 23,824 units of service

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

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since April 1982.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  6. 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.