2024-12-13T08:55:16-06:00 2024-06-30 273858252 DEAN DORTON ALLEN FORD PLLC 810 WRIGHTS SUMMIT PARKWAY SUITE 300 FORT WRIGHT KY 41011 990 2023-07-01 610844925 BAWAC INC BAWA 8593714410 7970 KENTUCKY DRIVE FLORENCE KY 41042 JASON ASHBROOK PRESIDENT 8593714410 2024-11-21 1 0 ADAM M DAVEY P00228237 8593313300 2024-11-21 2023 2024-10-15 13:58:12Z JASON ASHBROOK 7970 KENTUCKY DRIVE FLORENCE KY 41042 7670368 0 X WWW.BAWAC.ORG X 1973 KY OUR MISSION IS TO TRANSFORM BARRIERS INTO OPPORTUNITIES FOR PEOPLE WITH DISABILITIES, OR OTHER CHALLENGES, BY EMPOWERING THEM WITH SERVICES TO LIVE, LEARN, WORK, AND THRIVE IN THE COMMUNITY. 9 9 101 24 0 0 1076527 1108695 5708548 6432374 21477 94858 33593 21779 6840145 7657706 0 0 0 0 4097823 4561528 0 0 65730 1408207 1669391 5506030 6230919 1334115 1426787 8060796 9462788 990977 1067799 7069819 8394989 X OUR MISSION IS TO TRANSFORM BARRIERS INTO OPPORTUNITIES FOR PEOPLE WITH DISABILITIES, OR OTHER CHALLENGES, BY EMPOWERING THEM WITH SERVICES TO LIVE, LEARN, WORK, AND THRIVE IN THE COMMUNITY. 0 0 1755741 1727630 BAWAC'S PROGRAM SERVICES INCLUDES COMMUNITY REHABILITATION SERVICES(CRS), LIFE TRANSITIONS, SUPPORTED EMPLOYMENT AND TRANSPORTATION. THE CRS PROGRAM SERVED 87 PEOPLE THIS YEAR AND THE LIFE TRANSITIONS PROGRAM SERVED 14 PEOPLE. THESE PROGRAMS TAKE PLACE ON-SITE AND ARE REFERRED TO AS ADULT DAY TRAINING PROGRAMS. INDIVIDUAL GOALS FOR PERSONS SERVED IN BOTH OF THESE PROGRAMS WERE MET AT A 96% SUCCESS RATE. GROUP AND INDIVIDUAL INSTRUCTION TIME ACCOUNTED FOR 44% OF OVERALL TIME SPENT IN THE PROGRAMS. ALL PERSONS SERVED RECEIVE INDIVIDUALIZED SUPPORT AND SERVICES TO MEET THEIR NEEDS AND OPTIMIZE INDEPENDENT FUNCTIONING. WE CURRENTLY HAVE 14 PEOPLE PARTICIPATING IN OUR ADULT DAY TRAINING PROGRAMS WHO ARE ALSO PARTICIPATING IN RECEIVING SUPPORTED EMPLOYMENT SERVICES. THIS SERVICE IS FOCUSED ON SUPPORTING PERSONS SERVED TO OBTAIN AND BE SUCCESSFUL IN MAINTAINING COMPETITIVE INTEGRATED EMPLOYMENT. 417090 313802 THE SUPPORTED EMPLOYMENT PROGRAM PROVIDED SERVICES TO 94 PEOPLE THIS YEAR. WE COMPLETED 24 PERSON CENTERED EMPLOYMENT PLANS FOR PERSONS SERVED. THESE PLANS IDENTIFY A PERSON'S STRENGTHS AND INTERESTS IN ORDER TO CONDUCT A JOB SEARCH THAT BEST FITS WITH THE PERSON'S SKILLS AND ABILITIES. WE HAD 25 NEW JOB PLACEMENTS DURING THE YEAR. 72% OF ALL PERSON'S PLACED CONTINUED TO MAINTAIN THEIR EMPLOYMENT THROUGHOUT THE YEAR. THE PROGRAM ALSO PROVIDES SERVICES THROUGH THE NORSE PROJECT SEARCH PROGRAM. THIS YEAR WE HAD 4 INTERNS SUCCESSFULLY COMPLETE THE PROGRAM AND RECEIVE A CERTIFICATE OF COMPLETION. WE CONTINUE TO PROVIDE LONG-TERM FOLLOW-UP SUPPORT AFTER A PERSON IS SUCCESSFULLY PLACED FOR AS LONG AS AN INDIVIDUAL NEEDS AND WANTS THIS SERVICE. 83% OF PARTICIPANTS ON OUR LONG-TERM FOLLOW-UP PROGRAM MAINTAINED THEIR EMPLOYMENT DURING THE YEAR. 2178260 4328439 BAWAC TRANSPORTATION TRANSPORTED 215-225 INDIVIDUALS WITH DISABILITY THROUGH 6 COUNTIES IN THE NORTHERN KENTUCKY AREA IN FY24. WE ARE UNDER CONTRACT WITH FTSB, NORTHERN KENTUCKY AREA DISTRICT AND ST. ELIZABETH OUTPATIENT SERVICES, TO PROVIDE NEMT THROUGHOUT THE GREATER CINCINNATI AND NORTHERN KENTUCKY AREA. OUR MEDICAL TRANSPORTS SERVE CLOSE TO 200 PATIENTS TO AND FROM THE HOSPITAL, DIALYSIS, PHARMACY'S, AND DOCTORS APPT AS FAR NORTH AS WEST CHESTER, OHIO AND AS FAR SOUTH AS LOUISVILLE, KY, ALONG WITH GOING INTO SOUTH CENTRAL INDIANA. WE HAVE ALSO STARTED DOING SOCIALIZATION TRIPS FOR PEOPLE TO VISIT WITH FAMILY AND FRIENDS WHO DON'T HAVE THE ABILITY TO DO SO ON THEIR OWN. BAWAC TRANSPORTATION CONTINUES TO PROVIDE TRANSPORT TO INDIVIDUALS THAT HAVE COMMUNITY JOBS, THROUGH OUR SUPPORTED EMPLOYMENT SERVICES, IN THE NORTHERN KENTUCKY AREA. BAWAC TRANSPORTATION CONTINUES TO STRIVE TO BE ON TIME, RELIABLE, RESPECTABLE AND DEPENDABLE IN OUR COMMUNITY AND TO OUR PARTNERS, RESULTING IN GOOD PASSENGER SURVEYS. IN FY24 BAWAC TRANSPORTATION WAS GENEROUSLY GRANTED SEVERAL GRANTS/VEHICLES FROM THE STATE OF KY, ALONG WITH THE PARTNERSHIP WITH THE OKI/SORTA IN CINCINNATI, OH! WE RECEIVED SOME WELL NEEDED NEW VANS AND BUSES TO HELP US GROW AND REPLENISH OLD EQUIPMENT. BAWAC TRANSPORTATION CURRENTLY HAS 57 VEHICLES IN OUR FLEET. WE RANGE ANYWHERE FROM FORD CONNECTS ALL THE WAY TO FORD E450 BUSES. WE HAVE GREATLY INCREASED OUR FLEET OF WHEEL CHAIR EQUIPPED VANS AND BUSES, WITH EASY ACCESS ENTRANCE WAYS TO HELP WITH OUR AGING POPULATION. 889527 65609 FACILITY BASED WORK ADJUSTMENT TRAINING - OUR FACILITY BASED WORK ADJUSTMENT TRAINING PREPARES INDIVIDUALS WITH DISABILITIES OR CHALLENGES TO EMPLOYMENT FOR COMMUNITY BASED EMPLOYMENT THROUGH COUNSELING, WORK RELATED SKILLS TRAINING AND WORK TRAINING. REMUNERATIVE WORK IS PROVIDED IN A REALISTIC JOB SETTING SO THAT PROGRAM STAFF MAY SUPPORT INDIVIDUALS TO PREPARE THEM FOR COMMUNITY BASED EMPLOYMENT. PRODUCTION SERVICES - OUR PRODUCTION SERVICES ESTABLISH WORKING RELATIONSHIPS AND SUB-CONTRACT ARRANGEMENTS WITH AREA BUSINESSES TO PROVIDE A VARIETY OF WORK OPPORTUNITIES FOR OUR CONSUMERS. THESE OPPORTUNITIES ENABLE BAWAC TO PROVIDE A VARIETY OF WORK EXPERIENCES AND TRAINING IN AREAS SUCH AS ASSEMBLY, INSPECTION, COLLATING, SORTING, PACKAGING, LABELING, BAGGING, SEALING, AND MACHINING. BAWAC OFFERS AREA BUSINESSES A QUALITY, TIMELY AND COST EFFECTIVE SOLUTION, SPECIFICALLY TAILORED TO THEIR UNIQUE NEEDS. IN FY24 BAWAC HAS DEMONSTRATED TO OVER 87 AREA COMPANIES THE ADDED VALUE AND RELIABILITY WE OFFER TO THEIR BUSINESS. 889527 65609 5240618 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 15 0 101 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X X MEGAN KANNADY 8593714410 7970 KENTUCKY DRIVE FLORENCE KY 41042 JASON ASHBROOK BOARD MEMBER/PRESIDENT-START 9.12.23 40.00 X X 35719 0 0 ROBERT SMITH CHAIR 0.50 X X 0 0 0 ED MUNTEL VICE CHAIR 0.50 X X 0 0 0 MICKI SHEA SECRETARY 0.50 X X 0 0 0 LAVETTE BURNETTE SECRETARY 0.50 X X 0 0 0 MADELINE SCHWEITZER TREASURER 0.50 X X 0 0 0 MEGAN O'BRIEN BOARD MEMBER 0.50 X 0 0 0 COREY SIDEBOTTOM BOARD MEMBER 0.50 X 0 0 0 BRANDON KANNADY BOARD MEMBER 0.50 X 0 0 0 VALERIE MILLER BOARD MEMBER 0.50 X 0 0 0 NANCY SPIVEY BOARD MEMBER 0.50 X 0 0 0 CANIS WIRTH BOARD MEMBER 0.50 X 0 0 0 ANDY LUKEN BOARD MEMBER 0.50 X 0 0 0 KENNETH SCHMIDT PRESIDENT-UNTIL 12.12.23 40.00 X 219529 0 10570 STEPHEN STRICKER DIRECTOR OF OPERATIONS 40.00 X 116733 0 7468 371981 0 18038 2 0 1 0 0 51636 2757 782372 271930 288072 1108695 TRANSPORTATION INCOME 624310 3948315 3948315 MEDICAID 624310 1227073 1227073 ADULT WORKSHOP PROGRAM 624310 1091441 1091441 DEPARTMENT OF VOCATION 624310 165545 165545 6432374 94858 94858 31335 2757 12662 18673 18673 MISCELLANEOUS INCOME 624310 3106 3106 3106 7657706 6435480 0 113531 328625 285165 41299 2161 3295249 2859454 414125 21670 639232 506462 121057 11713 298422 249018 47488 1916 18228 18228 216571 88977 126686 908 167183 123997 42370 816 37850 21874 15800 176 11641 9660 1540 441 349839 325274 20589 3976 136310 129804 6177 329 CLIENT TRANSPORTATION A 274742 274742 REPAIRS AND MAINTENANCE 251940 248286 3177 477 UTILITIES 61465 57639 3342 484 STAFF DEVELOPMENT 60146 17999 36206 5941 83476 42267 26487 14722 6230919 5240618 924571 65730 33374 173 2593285 3665868 546346 583051 388330 551708 36037 46262 5397687 3298998 2101180 2098689 2142164 2244297 220080 272740 8060796 9462788 504309 632548 6615 98338 388330 428636 990977 1067799 X 6700674 7855472 369145 539517 7069819 8394989 8060796 9462788 X 1426787 18211 -37 -119791 X X 0 1 X 1 0 X 1316988 1826684 494315 1076527 1119734 5834248 1316988 1826684 494315 1076527 1119734 5834248 5834248 6535 6419 1566 15977 94858 125355 61569 124152 29339 33593 19547 268200 6227803 25163168 0.93680 0.94750 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 35,872. 2020 AMOUNT: $ 124,152. 2021 AMOUNT: $ 14,635. 2022 AMOUNT: $ 644. 2023 AMOUNT: $ 3,106. FUNDRAISING INCOME - 2019 AMOUNT: $ 25,697. 2021 AMOUNT: $ 14,704. 2022 AMOUNT: $ 32,949. 2023 AMOUNT: $ 16,441. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 614 614 0 PART II-B, LINE 1: INDIRECT ACTIVITES INCLUDES A PORTION OF OUR MEMBERSHIP FEES TO THE NKY CHAMBER OF COMMERCE AND KAPP FOR LOBBYING PURPOSES. 1609106 950944 658162 955410 453546 501864 305023 301123 3900 2528148 1593385 934763 2098689 DEFERRED COMPENSATION 428636 428636 X 7699581 18211 11039 12625 41875 7657706 0 7657706 6254620 8807 14894 23701 6230919 0 6230919 PART X, LINE 2: THE ORGANIZATION IS AN NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF THE ACCOUNTING PRONOUNCEMENT RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION RECOGNIZED NO INTEREST OR PENALTIES IN THE STATEMENTS OF ACTIVITIES FOR BOTH OF THE YEARS ENDED JUNE 30, 2024 AND 2023. IF THE SITUATION AROSE IN WHICH THE ORGANIZATION WOULD HAVE INTEREST TO RECOGNIZE, IT WOULD RECOGNIZE THIS AS INTEREST EXPENSE AND PENALTIES WOULD BE RECOGNIZED IN OTHER EXPENSES. CURRENTLY, THE PRIOR THREE YEARS ARE OPEN UNDER FEDERAL AND STATE STATUTE OF LIMITATIONS AND REMAIN SUBJECT TO REVIEW AND CHANGE. THE ORGANIZATION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE ORGANIZATION BEEN CONTACTED BY THESE JURISDICTIONS. BASED ON THE EVALUATION OF THE ORGANIZATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR EITHER OF THE YEARS ENDED JUNE 30, 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 12,662. INVESTMENT EXPENSE -37. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 14,894. GOLF OUTING 18754 2757 15997 250 3996 6790 1314 BEAN BASH 14428 14428 312 1 910 910 34092 2757 31335 250 3996 6790 1626 12662 18673 0 0 0 0 0 0 0 0 0 KENNETH SCHMIDT PRESIDENT-UNTIL 12.12.23 133548 0 85981 0 0 0 10570 0 0 0 230099 0 0 0 X 5 288072 FMV 0 0 0 PART I, COLUMN (B): NUMBER OF VEHICLES DONATED. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS EMAILED TO THE FINANCE COMMITTEE, THE BOARD OF DIRECTORS AND COMMENTS ARE REQUESTED. IT IS APPROVED AT THEIR NEXT REGULARLY SCHEDULED MEETING AND REPORTED TO THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE DECLARATION OF ETHICAL PRINCIPALS IS REVIEWED ANNUALLY BY THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS. THIS DOCUMENT IS SIGNED BY EACH NEW EMPLOYEE AND BOARD MEMBER. ANNUALLY IT IS REVIEWED AND SIGNED BY EACH EMPLOYEE AND BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS PERSONNEL COMMITTEE ANNUALLY CONDUCTS A PERSONNEL REVIEW ON THE PRESIDENT. THE PRESIDENT CONDUCTS PERSONNEL REVIEWS ON KEY PERSONNEL. THIS PERFORMANCE IS CONSIDERED WHEN A SALARY SCHEDULE IS PREPARED AND REVIEWED BY THE PERSONNEL COMMITTEE AND REPORTED TO THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ANNUAL REPORT WHICH CONTAINS FINANCIAL AND SERVICE INFORMATION IS ON THE BAWAC WEBSITE AND IS AVAILABLE UPON REQUEST FOR THE RECEPTIONIST. ALL OTHER GOVERNING AND FINANCIAL DOCUMENTS ARE AVAILABLE BY REQUEST FROM THE PRESIDENT OR ACCOUNTANT. FORM 990, PART XI, LINE 9: EMPLOYEE RETENTION CREDIT CHANGE IN BENEFICIAL INTEREST IM ASSETS HELD BY COMMUNITY FOUNDATIONS 24,349. PRIOR PERIOD ADJUSTMENT FOR DEPRECIATION EXPENSE -144,140. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS IN THE CURRENT YEAR.