Public Charity

AREA II AGENCY ON AGING

AREA II AGENCY ON AGING is a Public Charity headquartered in ROUNDUP, MT. Financial data from the 2024 filing: $5.9M revenue, $6.3M expenses, $4.4M total assets. 10 publicly reported grants to this organization, totaling roughly $137K, appear in IRS filings.

EIN: 810346754 ROUNDUP, MT Latest filing: 2024
Total Revenue$5.9M
Total Expenses$6.3M
Total Assets$4.4M
Grant Records10
Funding Total$137K
Filing Years2020–2024

Mission

TO ASSIST ALL OLDER CITIZENS WITHIN OUR PLANNING AND SERVICE AREA TO MAINTAIN THEIR FREEDOM, INDEPENDENCE, AND FREE EXERCISE OF INDIVIDUAL INITIATIVE NECEESSARY FOR THE PLANNING AND MANAGEMENT OF THEIR OWN LIVES THROUGH THE COORDINATION OF ACTUAL DELIVERY OF NEEDED SERVICES.

Sample Grants Received

2023
STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE.
$26,181
2022
STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE.
$19,283
2021
STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE.
$20,441
2020
STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE.
$18,675
2019
STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE.
$15,450

Showing up to 5 of 10 total records — full history available with membership.

Officers & Directors

VICE CHAIRMAN Bill Kennedy
PRESIDENT Jim Moore
Chairman Kelly Gebhardt
Executive Dir. Marcy Brookie
MEMBER Melanie Roe
Secretary Ross Butcher

Officer compensation and complete director data available with membership.

Top Grant Purposes

STATEWIDE VOLUNTEER INITIATIVE FOR THE PREVENTION OF MEDICARE WASTE, FRAUD AND ABUSE.
$137,222 7 grants

Financial Trends

Year Revenue Expenses Assets
2024 $5.9M $6.3M $4.4M
2023 $8.2M $5.7M $4.4M
2022 $7.2M $5.2M $2.8M
2021 $3.8M $5.4M $405K
2020 $4.5M $4.1M $2.0M

Between 2020 and 2024, reported annual revenue grew from $4.5M to $5.9M (+32%), with total assets most recently reported at $4.4M.

Interactive year-over-year charts and full filing details available with membership.

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