Charity Review

Issued: November 2016 Expires: December 2018

Charity Seal Holder

Missoula Aging Services

Meets Standards
 
(406) 728-7682 337 Stephens Ave, Missoula MT 59801-3816 https://missoulaagingservices.org
  1. Conclusions
  2. Purpose
  3. Programs
  4. Governance & Staff
  5. Fund Raising
  6. Tax Status
  7. Financial
Conclusions

Missoula Aging Services meets the 20 Standards for Charity Accountability.

Purpose

Missoula Aging Services promotes the independence, dignity and health of older adults and those who care for them.

Incorporated: 1979 in MT

Also Known As: Missoula Area Agency on Aging , Missoula Area Agency on Aging, Inc.

Programs

As an Aging and Disability Resource Center, Missoula Aging Services is committed to promoting the independence, dignity and health of older adults and those who care for them. Their services range from providing Meals On Wheels for homebound adults, to teaching New to Medicare classes, to providing respite care for caregivers. They are able to make a complex system of services more easily accessible through education, referrals and individualized, person-centered services:

Resource Center:
Resource Specialists are available Monday through Friday to answer calls and questions and to make referrals. This service is especially helpful to adult children who are trying to assist their parents either locally or from a distance. Resource Specialists are able to prepare free packets of information on issues such as long-term care, estate planning, and Medicare and Medicaid. Books, CDs and DVDs are also available for loan. The Resource Center has access to more than 400 referrals and provides information and assistance to seniors, people with disabilities, their caregivers and other interested parties.

Nutrition Program: Nutritional health is an important factor for remaining independent as we age. Missoula Aging Services provides several programs to address the nutritional and social needs of seniors and people with disabilities in Missoula County. Meals on Wheels provides in-home delivery of hot meals five days a week. Congregate Meals address the need for socialization and nutritional education. The Supplement Program makes available Ensure products at a reduced cost to those with a doctor’s prescription. With support for good nutrition and healthy living, many older adults in our area are able to live safely and independently in their own homes.

Caregiver Support Services include:
- Respite: Provides in-home assistance and gives you time away from caregiving.
- Powerful Tools for Caregivers: A class series to give you the tools you need to care for yourself while caring for someone else.
- Caregiver Support Group: Meets every second Monday of the month at Missoula Aging Services from 4-5 p.m. in the main conference room. 
- Homemaker Services: Provides help with light housekeeping duties.
- Senior Companions: Designed to offer companionship and transportation to at-risk seniors.

In-Home Services:
Missoula Aging Services’ offers in-home programs and services to help older adults and their families address complex problems. These include Respite & Homemaking Services, the Veteran-Directed Home and Community Based Services Program and Care Transitions.

Montana Senior Medicare Patrol (SMP): Program staff and volunteers provide education and outreach through presentations and one-on-one counseling.  Montana SMP can help you research billing questions or assist you with understanding and organizing your bills and Medicare Summary Notices (MSN). If a billing error is detected, Montana SMP can assist in correcting it, or in the case of potential fraud and abuse, we will refer you directly to the appropriate agency for investigation.

Governance & Staff

Board Chair: Mr. Jonathan Weisul, Clinical Advisor for Population Health Business Affiliation: Allegiance Benefit Plan Management

CEO: Ms. Susan Kohler, Chief Executive Officer

Board Size: 13

Staff: 44

Fund Raising
Method(s) used: Direct Mail Appeals Telephone Appeals Invitations to Fundraising Events Print Advertisements (Newspapers, Magazines, etc.) Television Appeals Radio Appeals Grant Proposals Internet Appeals Planned Giving Arrangements Cause-Related Marketing Appeals via Social Media (Facebook, etc.) Other

% of Related Contributions on Fundraising: 2.57%

Tax Status

This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.

Financial

The following information is based on Missoula Aging Services Audited Financial Statements for the fiscal year ending Thursday, June 30, 2016.

Source of Funds
Federal grants $1,375,907
State of Montana grants $577,700
Missoula County grants $710,257
City of Missoula grants $192,000
United Way $29,438
Program contributions $822,930
Donated services and materials $81,475
Fund development $470,486
Investment income $61,706
Total Income: $4,321,899
 
Fusion Chart
 
Program Expenses: $3,369,825
Fundraising Expenses: $109,541
Administrative Expenses: $477,781
Total Expenses: $3,957,147
 
Income in Excess of Expenses: $364,752
 
Beginning Net Assets: $4,141,580
Ending Net Assets: $4,506,332
Total Liabilities: $348,479
Total Assets: $4,854,811


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Standards Legend

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Standard 1: Board Oversight


Description:

Organizations shall have a board of directors that provides adequate oversight of the charity's operations and its staff. Indication of adequate oversight includes, but is not limited to, regularly scheduled appraisals of the CEO's performance, evidence of disbursement controls such as board approval of the budget, fund raising practices, establishment of a conflict of interest policy, and establishment of accounting procedures sufficient to safeguard charity finances.

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Standard 2: Board Size


Description:

Soliciting organizations shall have a board of directors with a minimum of five voting members.

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Standard 3: Board Meetings


Description:

An organization shall have a minimum of three evenly spaced meetings per year of the full governing body with a majority in attendance, with face-to-face participation. A conference call of the full board can substitute for one of the three meetings of the governing body. For all meetings, alternative modes of participation are acceptable for those with physical disabilities.

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Standard 4: Board Compensation


Description:

Not more than one or 10% (whichever is greater) directly or indirectly compensated person(s) serving as voting member(s) of the board. Compensated members shall not serve as the board's chair or treasurer.

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Standard 5: Conflict of Interest


Description:

No transaction(s) in which any board or staff members have material conflicting interests with the charity resulting from any relationship or business affiliation. Factors that will be considered when concluding whether or not a related party transaction constitutes a conflict of interest and if such a conflict is material, include, but are not limited to: any arm's length procedures established by the charity; the size of the transaction relative to like expenses of the charity; whether the interested party participated in the board vote on the transaction; if competitive bids were sought and whether the transaction is one-time, recurring or ongoing.

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Standard 6: Effectiveness Policy


Description:

Have a board policy of assessing, no less than every two years, the organization's performance and effectiveness and of determining future actions required to achieve its mission.

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Standard 7: Effectiveness Report


Description:

Submit to the organization's governing body, for its approval, a written report that outlines the results of the aforementioned performance and effectiveness assessment and recommendations for future actions.

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Standard 8: Program Expenses


Description:

Spend at least 65% of its total expenses on program activities.

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Standard 9: Fund Raising Expenses


Description:

Spending should be no more than 35% of related contributions on fund raising. Related contributions include donations, legacies, and other gifts received as a result of fund raising efforts.

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Standard 10: Accumulating Funds


Description:

Avoid accumulating funds that could be used for current program activities. To meet this standard, the charity's unrestricted net assets available for use should not be more than three times the size of the past year's expenses or three times the size of the current year's budget, whichever is higher.

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Standard 11: Audit Report


Description:

Make available to all, on request, complete annual financial statements prepared in accordance with generally accepted accounting principles. When total annual gross income exceeds $500,000, these statements should be audited in accordance with generally accepted auditing standards. For charities whose annual gross income is less than $500,000, a review by a certified public accountant is sufficient to meet this standard. For charities whose annual gross income is less than $250,000, an internally produced, complete financial statement is sufficient to meet this standard.

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Standard 12: Detailed Expense Breakdown


Description:

Include in the financial statements a breakdown of expenses (e.g., salaries, travel, postage, etc.) that shows what portion of these expenses was allocated to program, fund raising, and administrative activities. If the charity has more than one major program category, the schedule should provide a breakdown for each category.

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Standard 13: Accurate Expense Reporting


Description:

Accurately report the charity's expenses, including any joint cost allocations, in its financial statements. For example, audited or unaudited statements which inaccurately claim zero fund raising expenses or otherwise understate the amount a charity spends on fund raising, and/or overstate the amount it spends on programs will not meet this standard.

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Standard 14: Budget Plan


Description:

Have a board-approved annual budget for its current fiscal year, outlining projected expenses for major program activities, fund raising, and administration.

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Standard 15: Truthful Materials


Description:

Have solicitations and informational materials, distributed by any means, that are accurate, truthful and not misleading, both in whole and in part. Appeals that omit a clear description of program(s) for which contributions are sought will not meet this standard. A charity should also be able to substantiate that the timing and nature of its expenditures are in accordance with what is stated, expressed, or implied in the charity's solicitations.

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Standard 16: Annual Report


Description:

Have an annual report available to all, on request, that includes: (a) the organization's mission statement, (b) a summary of the past year's program service accomplishments, (c) a roster of the officers and members of the board of directors, (d) financial information that includes (i) total income in the past fiscal year, (ii) expenses in the same program, fund raising and administrative categories as in the financial statements, and (iii) ending net assets.

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Standard 17: Website Disclosures


Description:

Include on any charity websites that solicit contributions, the same information that is recommended for annual reports, as well as the mailing address of the charity and electronic access to its most recent IRS Form 990.

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Standard 18: Donor Privacy


Description:

Address privacy concerns of donors by (a) providing in written appeals, at least annually, a means (e.g., such as a check off box) for both new and continuing donors to inform the charity if they do not want their name and address shared outside the organization, (b) providing a clear, prominent and easily accessible privacy policy on any of its websites that tells visitors (i) what information, if any, is being collected about them by the charity and how this information will be used, (ii) how to contact the charity to review personal information collected and request corrections, (iii) how to inform the charity (e.g., a check off box) that the visitor does not wish his/her personal information to be shared outside the organization, and (iv) what security measures the charity has in place to protect personal information.

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Standard 19: Cause Marketing Disclosures


Description:

Clearly disclose how the charity benefits from the sale of products or services (i.e., cause-related marketing) that state or imply that a charity will benefit from a consumer sale or transaction. Such promotions should disclose, at the point of solicitation: (a) the actual or anticipated portion of the purchase price that will benefit the charity (e.g., 5 cents will be contributed to abc charity for every xyz company product sold), (b) the duration of the campaign (e.g., the month of October), (c) any maximum or guaranteed minimum contribution amount (e.g., up to a maximum of $200,000).

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Standard 20: Complaints


Description:

Respond promptly to and act on complaints brought to its attention by the BBB Wise Giving Alliance and/or local Better Business Bureaus about fund raising practices, privacy policy violations and/or other issues.