2024-04-10T19:56:31-05:00 2023-06-30 390758449 WIPFLI LLP 105 E PINE ST UPPER FLOOR MISSOULA MT 59802 990 2022-07-01 810360391 AWARE INC AWAR 4065638117 205 E PARK ST ANACONDA MT 59711 FRANCINE COOPER CFO 4065638117 2024-03-08 1 FRANCINE COOPER XXX-XX-XXXX 1 SAM BRUNSON CPA P01696998 4067281800 2024-03-05 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z FRANCINE COOPER 205 E PARK ST ANACONDA MT 59711 45795087 0 X AWARE-INC.ORG X 1976 MT WE HELP PEOPLE LIVE INDEPENDENT LIVES. 10 10 1071 366 0 0 7325538 8820424 36564615 36908619 217943 66044 78266 0 44186362 45795087 0 7497 0 0 31135375 35473861 0 0 0 9031234 10191865 40166609 45673223 4019753 121864 35424475 35530822 12378636 12363119 23045839 23167703 X AWARE, INC. (ANACONDA WORK AND RESIDENTIAL ENTERPRISE) IS A NONPROFIT CORPORATION, QUALIFIED PROVIDER OF RESIDENTIAL, WORK/DAY, CASE MANAGEMENT, HOME SUPPORT, PSYCHIATRY, EARLY CHILDHOOD EDUCATION, SUBSTANCE ABUSE, AND SCHOOL BASED SERVICES FOR ADULTS, FAMILIES, AND CHILDREN WITH DEVELOPMENTAL DISABILITIES (INCLUDING AUTISM SPECTRUM DISORDERS). AWARE IS ALSO A LICENSED MENTAL HEALTH CENTER WHICH ALSO PROVIDES THE AFOREMENTIONED SERVICES TO ADULTS, FAMILIES, AND CHILDREN WITH SERIOUS EMOTIONAL DISTURBANCES, SERIOUS SUBSTANCE ABUSE ISSUES, EMOTIONAL ISSUES, AND CO-OCCURRING DISORDERS. AWARE IS THE ONLY ORGANIZATION IN MONTANA THAT HAS ACHIEVED THIS UNIQUE STATUS AS BOTH A LICENSED MENTAL HEALTH CENTER AND A QUALIFIED PROVIDER OF SERVICES FOR INDIVIDUALS AND FAMILIES WITH DEVELOPMENTAL DISABILITIES. AWARE IS ALSO A QUALIFIED PROVIDER OF EARLY HEAD START SERVICES IN ADDITION TO PARTNERING WITH HEAD START PROGRAMS THROUGHOUT THE STATE TO PROVIDE MENTAL HEALTH SUPPORTS IN THE CLASSROOM. 0 0 16141016 0 18969308 DPHHS/DD DIVISION: CONGREGATE LIVING HOMES SERVED 66 INDIVIDUALS, INCLUDING 3 CHILDREN'S HOME CLIENTS; 79 INDIVIDUALS PARTICIPATED IN WORK AND DAY ACTIVITY PROGRAMS; 34 INDIVIDUALS RECEIVED NON-CONGREGATE SUPPORTED LIVING SERVICES; BEHAVIOR SUPPORT SERVICES WERE PROVIDED TO 54 INDIVIDUALS.DPHHS/DD TARGETED CASE MANAGEMENT (TCM) DIVISION: AVERAGE OF 2,126 INDIVIDUALS SERVED EACH MONTH. 16707615 4700 17520517 MENTAL HEALTH PROGRAMS: QUALIFIED RESIDENTIAL TREATMENT FACILITIES SERVED 102 DD/SED ADOLESCENTS IN 5 MONTANA COUNTIES; PSYCHIATRIC CARE FOR 337 INDIVIDUALS; SCHOOL-BASED AND DAY TREATMENT PROGRAMS SERVING 650 YOUTHS; OUTPATIENT MENTAL HEALTH SERVICE PROVIDED TO 616 INDIVIDUALS; MEDICAID AUTISM TREATMENT SERVICES FOR 87 INDIVIDUALS; PROGRAM OF ASSERTIVE COMMUNIUTY TREATMENT (PACT) SERVICES PROVIDED TO 92 ADULTS; ADULT MENTAL HEALTH GROUP HOMES IN 3 COUNTIES SERVING APPROXIMATELY 20 INDIVIDUALS. MENTAL HEALTH CASE MANAGEMENT PROVIDED TO 1,112 ADULTS AND 396 YOUTH. 4230406 2797 0 EARLY HEAD START: PROGRAMS IN 6 COUNTIES SERVING APPROXIMATELY 212 CHILDREN AGES 0 TO 3 AND PRENATAL MOTHERS. 0 0 418794 PRODUCTION AND MISCELLANEOUS PROGRAMS, HOUSING SERVICES, TRANSPORTATION SERVICES. 0 0 418794 37079037 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 57 0 1071 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 4065638117 205 E PARK ST ANACONDA MT 59711 KRISTY MCKAY CHAIR 1.00 X X 0 0 0 BARBARA ANDREOZZI VICE-CHAIR 1.00 X X 0 0 0 KIM LORENGO TREASURER 1.00 X X 0 0 0 JON BENNION DIRECTOR 1.00 X 0 0 0 MIKE FOSTER DIRECTOR 1.00 X 0 0 0 JENNIFER KAUTZ DIRECTOR 1.00 X 0 0 0 SCOTT MCBRIDE DIRECTOR 1.00 X 0 0 0 DAN MONROE DIRECTOR (THRU JAN) 1.00 X 0 0 0 JOHN STRANDELL DIRECTOR 1.00 X 0 0 0 BARB SHERRILL DIRECTOR 1.00 X 0 0 0 PAM WEST DIRECTOR 1.00 X 0 0 0 MATTHEW BUGNI CEO 40.00 X 212285 0 15817 FRANCINE COOPER CFO 40.00 X 140958 0 7992 LEIGHANN KNIGHT COO 40.00 X 179753 0 13609 JOHN TUPPER MEDICAL DIRECTOR 40.00 X 206433 0 8257 SUSAN DEPASQUALE PSYCHIATRIST 40.00 X 144745 0 6058 KATHERINE BUGNI PSYCHIATRIST 40.00 X 116744 0 12482 KNUTE OAAS DD SERVICE DIRECTOR 40.00 X 100547 0 10193 1101465 0 74408 7 0 1 0 SHELLY FISCHER DBA SF CHILDCARE LLC 1830 PRINCETON BUTTE MT 59701 CHILDCARE - EARLY HEAD START PROGRAM 174503 JORDAN CONTRACTING PO BOX 668 ANACONDA MT 59711 CONSTRUCTION 145599 2 7632076 1188348 420836 8820424 FEE FOR SERVICE REVENUE 624310 18969308 18969308 GROUP HOME & YOUTH CASE MGMT 624310 17520517 17520517 PRODUCTION REVENUE 624310 418794 418794 36908619 66044 66044 45795087 36908619 0 66044 7497 7497 599088 528305 70783 29172588 25873512 3299076 333190 270893 62297 3113419 2531293 582126 2255576 1833844 421732 46094 55 46039 611537 292323 319214 175176 39852 135324 881360 607941 273419 396106 10748 385358 863302 715585 147717 736189 630740 105449 95305 84778 10527 332357 332357 1057989 13093 1044896 650191 650191 EQUIPMENT LEASE & PURCH 1155280 754840 400440 REPAIRS & MAINTENANCE 1101051 965561 135490 FOOD 745680 745165 515 CLIENT RELATED EXPENSE 463355 462857 498 880893 710155 170738 45673223 37079037 8594186 0 9699656 3309762 943789 5090880 1151767 426162 2444188 3187703 35618 65745 13936 3099 34466466 11784498 20958928 22681968 176593 765503 35424475 35530822 3063345 3411428 7467 5940 8239915 7486845 1067909 1458906 12378636 12363119 X 23026929 23082551 18910 85152 23045839 23167703 35424475 35530822 121864 0 X X 0 1 X 1 1 1 X 103942 225112 4894538 7325538 8820424 21369554 103942 225112 4894538 7325538 8820424 21369554 21369554 2026 3089 789 1355 66044 73303 21442857 186994587 0.99660 0.99490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2236073 2236073 21039300 6799587 14239713 5826253 1902118 3924135 3569297 3082793 486504 1795543 1795543 22681968 DEFERRED COMP LIABILITY 641722 DUE TO MT HOME OWNERSHIP INITIATIVE 241457 OPERATING LEASE OBLIGATION 575727 1458906 X 45882072 86985 86985 45795087 0 45795087 45760208 86985 86985 45673223 0 45673223 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION ON UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. THE ORGANIZATION BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON ITS FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED ANY RESERVES OR RELATED ACCRUALS FOR INTEREST OR PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AS OF JUNE 30, 2023. THE ORGANIZATION'S POLICY IS TO CLASSIFY INCOME TAX RELATED INTEREST AND PENALTIES TO INTEREST EXPENSE AND MISCELLANEOUS EXPENSE, RESPECTIVELY, WHEN APPLICABLE. X X X X X 0 0 0 0 0 0 0 0 0 MATTHEW BUGNI CEO 212285 0 0 0 0 0 8717 0 7100 0 228102 0 0 0 JOHN TUPPER MEDICAL DIRECTOR 206433 0 0 0 0 0 8257 0 0 0 214690 0 0 0 LEIGHANN KNIGHT COO 179753 0 0 0 0 0 6843 0 6766 0 193362 0 0 0 SUSAN DEPASQUALE PSYCHIATRIST 144745 0 0 0 0 0 0 0 6058 0 150803 0 0 0 KATHERINE BUGNI SPOUSE OF MATT BUGNI, CURRENT CEO 121656 EMPLOYMENT 0 RON KNIGHT SPOUSE OF LEIGHANN KNIGHT, CURRENT COO 43062 EMPLOYMENT 0 X 1 410000 APPRAISAL X SUPPLIES 15 10836 COST 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS IS REPORTED IN PART I. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE REVIEWED IN DETAIL BY ORGANIZATION'S CFO AND THEN PRESENTED TO THE FINANCE COMMITTEE. UPON APPROVAL BY THE FINANCE COMMITTEE, THE 990 WILL BE PRESENTATED TO ENTIRE BOARD FOR APPROVAL BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY APPLIES TO ALL BOARD MEMBERS AND STAFF. EACH INDIVIDUAL SHALL DISCLOSE TO AWARE ANY PERSONAL INTEREST WHICH HE OR SHE MAY HAVE IN ANY MATTER PENDING BEFORE THE ORGANIZATION. THE BOARD WILL REVIEW THE POTENTIAL CONFLICT AND DETERMINE IF A CONFLICT EXISTS. IF A CONFLICT DOES EXISTS, THE CONFLICTED INDIVIDUAL SHALL REFRAIN FROM PARTICIPATION IN ANY DECISION ON SUCH MATTER. SUCH REFRAINING CAN TAKE THE FORM OF SIMPLE DISCLOSURE, LEAVING THE ROOM DURING DISCUSSION, NOT PARTICIPATING IN THE DISCUSSION, OR RECUSING ONESELF FROM THE ISSUE ALTOGETHER. FORM 990, PART VI, SECTION B, LINE 15 A SALARY STUDY AND COMPENSATION SURVEY ARE CONDUCTED. THE CONSULTANT WORKS WITH THE BOARD TO EXECUTE THE EXECUTIVE CONTRACT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.