PLATINUM2023

Missoula Aging Services

aka Missoula Area Agency On Aging   |   Missoula, MT   |  www.missoulaagingservices.org

Mission

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

Ruling year info

1980

Chief Executive Officer

Lisa Sheppard

Main address

337 Stephens Avenue

Missoula, MT 59801 USA

Show more contact info

EIN

81-0379543

NTEE code info

Senior Centers/Services (P81)

Meals on Wheels (K36)

Services to Promote the Independence of Specific Populations (P80)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

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Communication

Blog

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

Missoula Aging Services was established in 1982 as a nonprofit organization that exists a) To provide urgently needed human services and volunteer opportunities to older adults, b) Advocate on behalf of older adults to be sure their voices and needs are heard, and c) Serve as a vital community resource and educator on critical aging issues. Standing in the gap between government and for profit businesses, Missoula Aging Services' Mission is to promote the independence, dignity and health of older adults and those who care for them.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Nutrition Program / Meals on Wheels

Missoula Aging Services nutrition programs improve the food security and health of older adults in Missoula County, and make it easier for older adults to continue living safely at home. Meals on Wheels delivers regular meals to homebound adults with regular safety checks from volunteer drivers. Community Lunches offer meals at senior centers and other locations throughout the county. We also have a program providing nutritional supplements.

Population(s) Served
Seniors
People with disabilities

The Missoula Aging Services Resource Center team provides in-depth assistance with a wide range of issues, including Medicare, caregiving, and accessing help from local and national programs. During Medicare Open Enrollment each fall, Resource Center consultations help older adults update their Medicare plans to meet their needs and save money.

Population(s) Served
Seniors
Caregivers

The Respite Program works one-on-one with primary caregivers and their families to create a holistic program that provides support, advocacy, education and resources.

Population(s) Served
Caregivers
Seniors

The Veteran Directed Home and Community Based Services Program empowers qualified veterans to hire, employ and supervise workers, known as personal care attendants, to help with daily needs.

Population(s) Served
Veterans
Seniors

Memory Care Support Services provides personalized support for older adults living with memory loss, as well as their care partners. The goal is to work with each person to empower living at home and aging in place safely, by connecting them with the right support resources for their needs.

Population(s) Served
Older adults
Seniors

Montana Senior Medicare Patrol (SMP) is a statewide program that works to support and protect Medicare recipients from fraud and abuse.

Population(s) Served
Older adults
Seniors

Missoula Aging Services empowers community members to volunteer across Missoula through a number of programs. Every week, Meals on Wheels drivers deliver meals to homebound residents. Companion Volunteers make regular visits to older adults and help with daily living tasks like errands, household chores, and driving to appointments. Many volunteer opportunities empower older adults to share their skills and give back to the Missoula community, recruiting and placing volunteers at local schools and organizations.

Population(s) Served
Children and youth
Older adults
Seniors

Where we work

Affiliations & memberships

Association of Area Agencies on Aging 2022

Meals on Wheels America 2022

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Total interactions with clients

This metric is no longer tracked.
Totals By Year
Population(s) Served

Age groups

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Number of interactions providing services to individuals in one year through all programs and services. In 2021, switched from tracking total interactions to recording number of unique clients served.

Percent of Respite and Homemaking Program survey participants (including older adults and their caregivers) that report that they believe without these services it would be difficult for them to remain at home.

This metric is no longer tracked.
Totals By Year
Population(s) Served

Seniors, Caregivers, People with disabilities

Related Program

Respite and Homemaking Program

Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Holding steady

Context Notes

The Respite and Homemaking program provides older adults assistance with housekeeping duties and their caregivers with time to take care of their own needs.

Total number of home-delivered meals provided through Meals on Wheels

This metric is no longer tracked.
Totals By Year
Population(s) Served

Seniors, Economically disadvantaged people, People with disabilities

Related Program

Nutrition Program / Meals on Wheels

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Meals on Wheels provides food security through regularly delivered meals and safety checks from volunteer drivers. Other programs include nutritional supplements and community lunch sites.

Percent of Meals on Wheels annual survey participants rating the program as “very helpful” or “helpful” in helping them remain living independently in their home.

This metric is no longer tracked.
Totals By Year
Population(s) Served

Seniors, Economically disadvantaged people, People with disabilities

Related Program

Nutrition Program / Meals on Wheels

Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Holding steady

Context Notes

Meals on Wheels provides support for a wide range of community members, including older adults with chronic health conditions, people recovering after hospitalization, and people with disabilities.

Number of Veterans empowered to live in their own homes with independence and dignity.

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults, Seniors, Veterans

Related Program

Veteran-Directed Home and Community Based Services

Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Increasing

Context Notes

The Veteran Directed Care program empowers qualified veterans in Missoula and Ravalli Counties to employ their own caretakers to help with daily needs, so they can continue to live in their own homes.

Number of clients served

This metric is no longer tracked.
Totals By Year
Population(s) Served

Seniors, People with disabilities, Children and youth

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

In 2021, switched from recording total client interactions to tracking unique clients served.

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

Goal 1
Develop innovative, sustainable services that reflect and support the mission and vision.

Goal 2
Assure financial stability through diversified sustainable funding.

Goal 3
Serve as the voice of older adults, adults with disabilities, and those who serve them by advocating, collaborating, and communicating in support of their needs.

Goal 4
Develop and leverage volunteers to meet the needs of an aging population.

Goal 1 - Develop innovative, sustainable services that reflect and support the mission and vision.

Strategy 1
Expand, strengthen and diversify services to meet identified community needs.

Strategy 2
Develop volunteer and paid staff skill sets in support of community education for all ages on financial readiness.

Strategy 3
Regularly evaluate programs and services for affordability, sustainability, efficiency and effectiveness.


Goal 2 - Assure financial stability through diversified sustainable funding.

Strategy 1
Challenge Board and MAS leadership to collectively establish and achieve reasonable annual financial goals for the next 3 years.

Strategy 2
Acquire business development expertise to promote and educate about services.

Strategy 3
Build-on the business plan for statewide financial services (406) through partnerships and contracts.

Strategy 4
Create “brand awareness” by establishing a continuum of services that are affordable and accessible.


Goal 3 - Serve as the voice of older adults, adults with disabilities, and those who serve them by advocating, collaborating, and communicating in support of their needs.

Strategy 1
Actively build community-wide (organizations as well as individuals) awareness of needs and resources relating to aging, disability, and volunteer services.

Strategy 2
Strengthen our referral system/network.

Strategy 3
Assess effectiveness of our communication methods, etc., and improve strategies as needed.

Strategy 4
Form Advisory Council.

Strategy 5
Continue active listening strategies ensuring that all voices are heard.


Goal 4 - Develop and leverage volunteers to meet the needs of an aging population.

Strategy 1
Identify organizations that serve older adults and can be enhanced through volunteer opportunities.

Strategy 2
Explore opportunities that promote fee-for-service connected to providing or managing volunteers.

Missoula Aging Services is a 501(c)3 nonprofit organization with over 60 staff members and a budget of more than $5 million.

Since 1982, we have been serving Montanans with programs that promote the independence, dignity, and health of older adults and those who care for them. Missoula Aging Services works to address the health and well-being of older adults in all aspects of daily life, allowing them to age with confidence. Whether providing nutritious meals to homebound individuals, assisting with questions about retirement, or supporting people living with dementia, Missoula Aging Services connects people with the resources to live full, independent lives as they age. Our work is made possible by a dedicated team of staff members diverse skillsets, as well as hundreds of donors and volunteers who give their time and money to make Missoula a more caring and welcoming community for all.

The organization serves as the designated Area Agency on Aging (AAA) for Missoula and Ravalli Counties. Missoula Aging Services is part of a network of ten AAA organizations that help older adults across the state of Montana. Since 2006, Missoula Aging Services has also served as an Aging and Disability Resource Center (ADRC) for Missoula and Ravalli Counties. As an ADRC, the organization is able to provide in-depth assistance for people in need of long-term care.

Through MAS programs and services, thousands of local older adults and caregivers receive support every year, and we continue to work on developing new programs to better meet the needs of our community.

We are currently in the final year of our Strategic Plan, which has been extended through 2023 in order to more fully respond to the new needs of the Missoula community in the wake of the pandemic. During the current plan period, progress has been made across all Strategic Priorities including: evaluating current programs to improve existing programs and develop new programs as needed to meet the needs of clients, assuring financial sustainability, building awareness of needs and resources, developing and leveraging volunteers, and strengthening administrative support to meet the needs of our growing programs and services.

Significant achievements during the current Strategic Plan include launching Memory Care Support Services to provide dedicated support for older adults living with memory loss, increased long-term funding through an updated Missoula County Mill Levy, and a number of remodels to our office space, including safety improvements and a new welcome area for visitors. All of these advancements expand our ability to serve the growing population of older adults in Missoula County, Montana. At the same time, the COVID-19 pandemic has brought many changes and unexpected needs in our community. The next strategic plan is an opportunity to continue expanding services to meet Missoula County's "new normal".

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We demonstrated a willingness to learn more by reviewing resources about feedback practice.
done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

    We collect feedback from the people we serve at least annually, We take steps to get feedback from marginalized or under-represented people, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.), We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive

  • What challenges does the organization face when collecting feedback?

    It is difficult to get the people we serve to respond to requests for feedback

Financials

Missoula Aging Services
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

Subscribe

Build relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

Missoula Aging Services

Board of directors
as of 03/03/2023
SOURCE: Self-reported by organization
Board chair

Ms. Roberta Smith

Retired

James McKay

St. Patrick Hospital

Roberta Smith

McGeeSmith Training and HR Consulting

Kristin Page-Nei

American Cancer Society

Gayle Hudgins

Retired

Jolynn McDermott

Berkshire Hathaway Realty

Juanita Vero

Missoula County Commissioner

Deb Lawton

S&K Technologies

Kim McKelvey

Kutak Rock LLP

Caryn Bohenek

First Security Bank

Sue Malek

Montana Senate

Cynthia Rademacher

Palco, Inc

Tom Wozniak

Wells Fargo Advisors

Missy Haidle

Therapeutic Rehab Solutions

Kristen Jordan

Missoula City Council

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes