2025-04-07T07:41:11-05:00 2024-06-30 390758449 WIPFLI LLP 105 E PINE ST UPPER FLOOR MISSOULA MT 59802 990 2023-07-01 810360391 AWARE INC AWAR 4065638117 205 E PARK ST ANACONDA MT 59711 FRANCINE COOPER CFO 4065638117 2025-03-25 1 1 SAM BRUNSON CPA P01696998 4067281800 2025-03-25 2023 2025-03-06 01:10:19Z FRANCINE COOPER 205 E PARK ST ANACONDA MT 59711 48566911 0 X AWARE-INC.ORG X 1976 MT WE HELP PEOPLE LIVE INDEPENDENT LIVES. 13 13 1126 437 -72158 0 8820424 7211970 36908619 40993092 66044 243890 0 -34463 45795087 48414489 7497 8213 0 0 35473861 37451839 0 0 0 10191865 9784326 45673223 47244378 121864 1170111 35530822 35580439 12363119 11242625 23167703 24337814 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 16251479 0 19091403 DPHHS/DD DIVISION: CONGREGATE LIVING HOMES SERVED 63 INDIVIDUALS, INCLUDING 3 CHILDREN'S HOME CLIENTS; 91 INDIVIDUALS PARTICIPATED IN WORK AND DAY ACTIVITY PROGRAMS; 23 INDIVIDUALS RECEIVED NON-CONGREGATE SUPPORTED LIVING SERVICES; BEHAVIOR SUPPORT SERVICES WERE PROVIDED TO 54 INDIVIDUALS.DPHHS/DD TARGETED CASE MANAGEMENT (TCM) DIVISION: AVERAGE OF 2,214 INDIVIDUALS SERVED EACH MONTH. 18143904 7208 21426164 MENTAL HEALTH PROGRAMS: QUALIFIED RESIDENTIAL TREATMENT FACILITIES SERVED 70 DD/SED ADOLESCENTS IN 4 MONTANA COUNTIES; PSYCHIATRIC CARE FOR 361 INDIVIDUALS; SCHOOL-BASED AND DAY TREATMENT PROGRAMS SERVING 671 YOUTHS; OUTPATIENT MENTAL HEALTH SERVICE PROVIDED TO 458 INDIVIDUALS; MEDICAID AUTISM TREATMENT SERVICES FOR 112 INDIVIDUALS; PROGRAM OF ASSERTIVE COMMUNITY TREATMENT (PACT) SERVICES PROVIDED TO 117 ADULTS; ADULT MENTAL HEALTH GROUP HOMES IN 3 COUNTIES SERVING APPROXIMATELY 22 INDIVIDUALS. MENTAL HEALTH CASE MANAGEMENT PROVIDED TO 1,350 ADULTS AND 442 YOUTH. 4627387 1005 0 EARLY HEAD START: PROGRAMS IN 6 COUNTIES SERVING APPROXIMATELY 240 CHILDREN AGES 0 TO 3 AND PRENATAL MOTHERS. 0 0 475525 PRODUCTION AND MISCELLANEOUS PROGRAMS, HOUSING SERVICES, TRANSPORTATION SERVICES. 0 0 475525 39022770 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 59 0 1126 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 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 JON BENNION VICE CHAIR 1.00 X X 0 0 0 KIM LORENGO TREASURER 1.00 X X 0 0 0 BARBARA ANDREOZZI 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 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 JOYCE DOMBROUSKI DIRECTOR 1.00 X 0 0 0 JAY DOYLE DIRECTOR 1.00 X 0 0 0 DR MICHAEL BUSH DIRECTOR 1.00 X 0 0 0 MATTHEW BUGNI CEO 40.00 X 203168 0 33985 FRANCINE COOPER CFO 40.00 X 144284 0 17647 LEIGHANN KNIGHT COO 40.00 X 185473 0 21930 SUSAN DEPASQUALE APRN 40.00 X 154711 0 9363 KATHERINE BUGNI APRN 40.00 X 120576 0 13818 STEPHAN FRANCISCO AIFP OPERATIONS MGR 40.00 X 113104 0 15418 COLLEEN BOSCH SERVICE DIRECTOR 40.00 X 108068 0 4951 LESLIE YORK BUSINESS OPERATIONS MGR 40.00 X 103017 0 20757 1132401 0 137869 12 0 1 0 STONE CUSTOM CONSTRUCTION PO BOX 6281 GREAT FALLS MT 59406 CONSTRUCTION 336504 SHELLY FISCHER DBA SF CHILDCARE LLC 1830 PRINCETON BUTTE MT 59701 CHILDCARE - EARLY HEAD START PROGRAM 226905 JORDAN CONTRACTING PO BOX 668 ANACONDA MT 59711 CONSTRUCTION 145631 RUSSELL P SCHERMAN DBA RUSS-TIC CON 186 SMELTERVIEW DR ANACONDA MT 59711 CONSTRUCTION 114279 4 6371232 840738 46367 7211970 GROUP HOME & YOUTH CASE MGMT 624310 21426164 21426164 FEE FOR SERVICE REVENUE 624310 19091403 19091403 PRODUCTION REVENUE 624310 475525 475525 40993092 202890 202890 117959 152422 -34463 -34463 -72158 37695 41000 0 41000 41000 41000 48414489 40993092 -72158 281585 8213 8213 600283 532394 67889 30993494 27617438 3376056 362209 310339 51870 3098084 2654424 443660 2397769 2054397 343372 53776 1680 52096 313344 154845 158499 146272 12422 133850 871123 577117 294006 386023 17328 368695 715522 647096 68426 776154 653497 122657 95871 81049 14822 269775 269775 1075925 12835 1063090 660174 660174 REPAIRS & MAINTENANCE 892502 794149 98353 CLIENT RELATED EXPENSE 847464 827113 20351 FOOD 735034 734721 313 FLEET PROGRAM 508110 288874 219236 1437257 1042839 394418 47244378 39022770 8221608 0 3309762 2097991 5090880 4756599 426162 219929 3187703 5232145 65745 83644 3099 166289 35023931 12795886 22681968 22228045 765503 795797 35530822 35580439 3411428 3118603 5940 1227 7486845 6769472 1458906 1353323 12363119 11242625 X 23082551 24290563 85152 47251 23167703 24337814 35530822 35580439 1170111 0 X X 0 1 X 1 1 1 X 225112 4894538 7325538 8820424 7211970 28477582 225112 4894538 7325538 8820424 7211970 28477582 28477582 3089 789 1355 66044 240585 311862 28789444 191699106 0.98920 0.99660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2236099 2236099 21028186 7351038 13677148 7608503 2213600 5394903 3994396 3231248 763148 156747 156747 22228045 DEFERRED COMP LIABILITY 471938 DUE TO MT HOME OWNERSHIP INITIATIVE 241457 OPERATING LEASE OBLIGATION 639928 1353323 X 48801359 234448 152422 386870 48414489 0 48414489 47631248 234448 152422 386870 47244378 0 47244378 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, 2024. THE ORGANIZATION'S POLICY IS TO CLASSIFY INCOME TAX RELATED INTEREST AND PENALTIES TO INTEREST EXPENSE AND MISCELLANEOUS EXPENSE, RESPECTIVELY, WHEN APPLICABLE. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 152,422. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 152,422. X 0 1 X X X X X 0 0 0 0 0 0 0 0 0 MATTHEW BUGNI CEO 203168 0 0 0 0 0 8803 0 25182 0 237153 0 0 0 LEIGHANN KNIGHT COO 177073 0 8400 0 0 0 7634 0 14296 0 207403 0 0 0 SUSAN DEPASQUALE APRN 154711 0 0 0 0 0 0 0 9363 0 164074 0 0 0 FRANCINE COOPER CFO 144284 0 0 0 0 0 5918 0 11729 0 161931 0 0 0 PART I, LINE 1A THE ORGANIZATION PAID FOR A GOLF MEMBERSHIP FOR THE CEO, MATTHEW BUGNI, BASED ON THE BOARD CHAIR'S REQUEST FOR DONOR AND LEGISLATIVE RELATIONS. THIS WAS NOT INCLUDED IN TAXABLE COMPENSATION. PART I, LINE 1B THE ORGANIZATION DOES NOT HAVE A WRITTEN POLICY REGARDING THESE PAYMENTS AS THIS WAS A NEW ARRANGEMENT. THEY ARE IN THE PROCESS OF CREATING A POLICY FOR FUTURE ARRANGEMENTS. KATHERINE BUGNI SPOUSE OF MATT BUGNI, CURRENT CEO 123036 EMPLOYMENT 0 RON KNIGHT SPOUSE OF LEIGHANN KNIGHT, CURRENT COO 43430 EMPLOYMENT 0 HALEY KNIGHT STEP-DAUGHTER OF LEIGHANN KNIGHT, CURRENT COO 43005 EMPLOYMENT 0 X 21510 COST X SUPPLIES 2 24857 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.