Charity Report

  • Issued: July 2021
  • Expires: January 2024

Missoula Aging Services

Accredited Charity

Meets Standards

406-728-7682

337 Stephens Ave
Missoula, MT 59801-3816

https://missoulaagingservices.org
Accredited Charity

406-728-7682

337 Stephens Ave
Missoula, MT 59801-3816

https://missoulaagingservices.org
Accredited Charity

Accredited Charity

Meets Standards

Standards For Charity Accountability

Governance

  1. Board Oversight

    Oversight of Operations and Staff: Standard 1

    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, fundraising practices, establishment of a conflict of interest policy, and establishment of accounting procedures sufficient to safeguard charity finances.

    The organization meets this standard.

  2. Board Size

    Number of Board Members: Standard 2

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

    The organization meets this standard.

  3. Board Meetings

    Frequency and Attendance of Board Meetings: Standard 3

    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.

    The organization meets this standard.

  4. Board Compensation

    Compensated Board Members: Standard 4

    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.

    The organization meets this standard.

  5. Conflict of Interest

    Conflict of Interest: Standard 5

    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.

    The organization meets this standard.

Measuring Effectiveness

  1. Effectiveness Policy

    Board Policy on Effectiveness: Standard 6

    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.

    The organization meets this standard.

  2. Effectiveness Report

    Board Approval of Written Report on Effectiveness: Standard 7

    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.

    The organization meets this standard.

Finances

  1. Program Expenses

    Program Service Expense Ratio: Standard 8

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

    The organization meets this standard.

  2. Fundraising Expenses

    Fundraising Expense Ratio: Standard 9

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

    The organization meets this standard.

  3. Accumulating Funds

    Ending Net Assets: Standard 10

    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.

    The organization meets this standard.

  4. Audit Report

    Financial Statements: Standard 11

    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 $1 million, these statements should be audited in accordance with generally accepted auditing standards. For charities whose annual gross income is less than $1 million, 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.

    The organization meets this standard.

  5. Detailed Expense Breakdown

    Detailed Functional Breakdown of Expenses: Standard 12

    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, fundraising, and administrative activities. If the charity has more than one major program category, the schedule should provide a breakdown for each category.

    The organization meets this standard.

  6. Accurate Expense Reporting

    Accuracy of Expenses in Financial Statements: Standard 13

    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 fundraising expenses or otherwise understate the amount a charity spends on fundraising, and/or overstate the amount it spends on programs will not meet this standard.

    The organization meets this standard.

  7. Budget Plan

    Budget: Standard 14

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

    The organization meets this standard.

Fundraising & Info

  1. Truthful Materials

    Misleading Appeals: Standard 15

    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.

    The organization meets this standard.

  2. Annual Report

    Annual Report: Standard 16

    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, fundraising and administrative categories as in the financial statements, and (iii) ending net assets.

    The organization meets this standard.

  3. Website Disclosures

    Web Site Disclosures: Standard 17

    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.

    The organization meets this standard.

  4. Donor Privacy

    Privacy for Written Appeals & Internet Privacy: Standard 18

    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.

    The organization meets this standard.

  5. Cause Marketing Disclosures

    Cause Related Marketing: Standard 19

    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).

    The organization meets this standard.

  6. Complaints

    Complaints: Standard 20

    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 fundraising practices, privacy policy violations and/or other issues.

    The organization meets this standard.

Conclusion

Missoula Aging Services meets the 20 Standards for Charity Accountability.

Purpose

  • Year, State Incorporated

    1979, MT

  • Stated Purpose

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


  • Also Known As:

    Missoula Area Agency on Aging, Missoula Area Agency on Aging, Inc.

Programs

Missoula Aging Services'programs empower older adults to live independent, dignified, healthy lives.The Nutrition Programs offered by Missoula Aging Services address thenutritional and social needs of seniors and people with disabilities inMissoula County. - Meals on Wheels provides in-home delivery of hot meals four days a week withfrozen meals for the weekend. - Community Lunches (formerly known as Congregate Meals) address the need forsocialization and nutritional education. - The Supplement Program makes available Ensure(R) products at a reduced costto those with a doctor’s prescription. In-Home Support Services include Respite and Homemaking Programs that improvelives by creating a safe and healthful home environment. Missoula AgingServices’ Respite Program works one-on-one with primary caregivers and theirfamilies to create a holistic program that provides support, advocacy,education, and resources. The Respite Program offers assistance to helpidentify formal and informal support systems, in order to provide a temporaryperiod of rest or relief (respite) to the primary caregiver. Missoula AgingServices’ recognizes the need for financial assistance in hiring an alternativecaregiver; funding for respite services may be available from Missoula AgingServices on a sliding fee scale based on income for low to moderate-incomeindividuals living in Missoula County.The Resource Center provides personalized information and referrals to helpolder adults live independently for as long as possible. Comprehensiveinformation and support with caregiving, senior housing, financial assistance,legal services, home health, transportation options, long-term care planning,veteran's services, Medicare and Medicaid counseling, and more is readilyavailable by phone, e-mail, web site or by scheduling a personal consultation.The professionally managed AmeriCorps Seniors Volunteer Programs engage over500 individuals and provide older adults with opportunities to be active,healthier, and add meaning to life while making a positive impact on the community.These include Foster Grandparents, Senior Companions, and RSVP for older adults55 or older. Participants choose how and where they want to serve they choosewhether you want to draw their own skills and talents or develop new ones.Volunteer opportunities exist for adults of all ages like Meals on Wheelsdrivers.The Money Management Program provides fiduciary, financial, and fiscal agentservices to individuals who need assistance managing their money and protectsthem from financial fraud and abuse.The Family Caregiver Support Program provides support, education, and supportgroups to those who are caring for an older adult. Part of this programinvolves the Memory Care Program to support those who need assistance caringfor a loved one with Alzheimer's disease or related dementias.The Lifelong Connections Program provides Wi-fi enabled tablets and training onhow to use them to older adults who don't have access or the skills to use thetechnology. This helps relieve loneliness and isolation and helps theparticipant remain active in their communities by being able to connectremotely. The organization actively advocates for the rights of older adults, works topreserve or expand funding on federal, state and local levels, and engages volunteersto help prevent Medicare fraud and abuse statewide through the Senior MedicarePatrol (SMP) Program.

For the year ended June 30, 2020, Missoula Aging Services program expenses were:

Community programs $1,968,211
In-home services $653,935
Resource center $682,844
RCCOA pass through $542,333
406 Financial Services $204,283
Program Expenses $4,051,606

Governance & Staff

  • CEO

    Ms. Susan Kohler, CEO

  • Board Chair

    Mrs. Roberta J Smith, President/Founder

  • Chair's Profession / Business Affiliation

    McGeeSmith, Inc.

  • Board Size

    11

  • Paid Staff Size

    53

Fundraising

Method(s) Used:
Direct mail appeals, Invitations to fundraising events, Print advertisements (newspapers, magazines, etc.), Television, Radio, Grant proposals, Internet, Planned giving arrangements, Appeals via Social Media (Facebook, etc.).

% of Related Contributions on Fundraising: 5.64%

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's Audited financial statements - consolidated for the fiscal year ending June 30, 2020

Source of Funds
Federal grants $1,525,071
Program revenue $943,217
Fund development $892,466
Missoula County grants $782,999
State of Montana grants $614,659
City of Missoula grants $239,663
Investment income $100,636
Donated services and materials $53,773
Total Income $5,152,484

Breakdown of Expenses

Total Income $5,152,484
Total Expenses: $5,013,655
Program Expenses $4,051,606
Fundraising Expenses $231,566
Administrative Expenses $730,483
Other Expenses $0
Income in Excess of Expenses $138,829
Beginning Net Assets $5,113,291
Other Changes In Net Assets $0
Ending Net Assets $5,252,120
Total Liabilities $2,097,708
Total Assets $7,349,828

An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the  Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau ® is a registered service mark of International Association of Better Business Bureaus.

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