2026-07-24T07:06:15-05:00 2024-06-30 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2023-07-01 351017753 BONA VISTA PROGRAMS INC BONA 7654578273 PO BOX 2496 KOKOMO IN 469042496 SHANNON COLLINS CFO 7654578273 2026-07-23 1 1 EMILIE M KNIERIEM CPA P01330194 3176334705 2026-06-01 2023 2025-03-06 01:10:19Z X BRIANNE BOLES PO BOX 2496 KOKOMO IN 469042496 16594345 0 X WWW.BONAVISTA.ORG X 1958 IN BUILDING THE FOUNDATION OF SUCCESS FOR CHILDREN AND ADULTS OF ALL ABILITIES. 8 8 0 108 0 0 644131 2096267 12828140 13253934 620845 1244144 0 0 14093116 16594345 0 0 0 0 9831714 10059268 0 0 0 2923276 3104737 12754990 13164005 1338126 3430340 18428690 22163563 0 304533 18428690 21859030 WE BUILD THE FOUNDATION OF SUCCESS FOR CHILDREN AND ADULTS, REGARDLESS OF ABILITIES, THROUGH ENCOURAGEMENT, INDEPENDENCE, AND INCLUSION, IN REACHING THEIR MAXIMUM POTENTIAL. 0 0 7297439 8355426 SUPPORTED LIVING SERVICES: DEVELOPMENTALLY DISABLED PERSONS ARE SERVED BY PROVIDING INTENSIVE AND BASIC DEVELOPMENTAL GROUP LIVING ARRANGEMENTS AND INDEPENDENT LIVING ARRANGEMENTS. 215 INDIVIDUALS WERE ASSISTED DURING THE FISCAL YEAR. 1836798 2103098 ADULT SERVICES: DEVELOPMENTALLY DELAYED INTELLECTUALLY AND PHYSICALLY CHALLENGED ADULTS ARE SERVED BY PROVIDING HABILITATION, WORK, SUPPORTED EMPLOYMENT AND JOB PLACEMENT SERVICES. 789 ADULTS RECEIVED SERVICES DURING THE FISCAL YEAR. 2022182 2315357 CHILDREN'S SERVICES: DEVELOPMENTALLY DELAYED INTELLECUTALLY AND PHYSICALLY CHALLENGED CHILDREN ARE SERVED BY PROVIDING EARLY INTERVENTION SERVICES IN BOTH A CLASSROOM AS WELL AS A HOMEBOUND SETTING. TYPICAL PRESCHOOL SERVICES ARE PROVIDED TO CHILDREN FROM AGE 2 TO 5. A TOTAL OF 407 CHILDREN RECEIVED SERVICES DURING THE FISCAL YEAR. 419264 480053 419264 480053 11575683 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X SHANNON COLLINS CPA CFO 7654578273 PO BOX 2496 KOKOMO IN 46904 BRIAN PIER CHAIRPERSON 1.00 X X 0 0 0 DAVID SCHULZ VICE CHAIR 1.00 X X 0 0 0 ROB KINCAID SECRETARY 1.00 X X 0 0 0 DAWN BECK BOARD MEMBER 1.00 X 0 0 0 DOTTIE KNEPLY BOARD MEMBER 1.00 X 0 0 0 LAURA CARDWELL BOARD MEMBER 1.00 X 0 0 0 CISCO GONZALES BOARD MEMBER 1.00 X 0 0 0 JACK HINGST BOARD MEMBER 1.00 X 0 0 0 BRIANNE BOLES PRESIDENT 40.00 X 0 153113 5925 SHANNON COLLINS CFO 40.00 X 0 122594 12161 L SHANE BURTON CEO 40.00 X 0 226317 1722 MELVIN FIELDS COO 40.00 X 0 98106 0 0 600130 19808 0 0 1 0 0 2057400 38867 2096267 PROGRAM SERVICE FEES 623000 13253934 13253934 13253934 1171765 1171765 72379 0 72379 72379 72379 16594345 13253934 0 1244144 X 8243338 7332508 910830 1815930 1615283 200647 929496 726736 202760 310912 271195 39717 720514 650563 69951 9664 9664 375921 297917 78004 758230 671817 86413 13164005 11575683 1588322 0 7866454 9588464 469854 15693637 7731279 8076027 7962358 2016355 4612741 18428690 22163563 0 304533 0 304533 X 18428690 21859030 0 0 18428690 21859030 18428690 22163563 3430340 0 X X 0 1 X 1 1 1 X 3584760 3584760 3584760 3584760 3584760 3584760 3584760 3584760 3603407 18647 3584760 0 0 675828 675828 13328503 7545651 5782852 1689306 185628 1503678 7962358 DUE FROM DSI 4612741 4612741 X PART V, LINE 4: THE ORGANIZATION HAS TEMPORARILY RESTRICTED NET ASSETS RESULTING FROM CONTRIBUTIONS AND OTHER INFLOWS OF ASSETS WHOSE USE IS LIMITED BY DONOR-IMPOSED STIPULATIONS THAT EITHER EXPIRE BY THE PASSAGE OF TIME OR BY ACTIONS OF THE ORGANIZATION. THE TEMPORARILY RESTRICTED NET ASSETS ARE TO BE USED FOR AFFORDABLE HOUSING FOR QUALIFYING TENANTS. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY BONA VISTA AND RECOGNIZE A TAX LIABILITY IF BONA VISTA HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY BONA VISTA, AND HAS CONCLUDED THAT AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. BONA VISTA IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION'S NONDISCRIMINATORY POLICY IS ON THE WEBSITE. ALSO, IT IS STATED IN THE PARENT HANDBOOK PROVIDED TO ALL PARENTS. SCHEDULE E, PART I, LINE 6 BONA VISTA RECEIVES SUBSTANTIALLY ALL OF ITS GRANT AND CONTRACT REVENUE FROM FEDERAL AND STATE AGENCIES. FOR MANY PROGRAMS, PAYMENT FOR THE SERVICES RENDERED IS BASED UPON "ALLOWABLE COST" AS DEFINED BY EACH PROGRAM'S REGULATIONS, AND IS SUBJECT TO FINANCIAL AUDIT BY THE PROGRAM INTERMEDIARY. PAYMENT FOR SERVICES RENDERED IS BASED UPON HISTORICAL SPENDING INCREASED BY AN INFLATION FACTOR AS DETERMINED BY THE CENTER FOR MEDICARE AND MEDICAID SERVICES AND AS DEFINED BY THE PROGRAM REGULATIONS. 0 0 0 0 0 0 0 0 0 L SHANE BURTON CEO 0 206317 0 20000 0 0 0 0 0 1722 0 228039 0 0 BRIANNE BOLES PRESIDENT 0 132393 0 20720 0 0 0 0 0 5925 0 159038 0 0 FORM 990, ITEM B, AMENDED RETURN: EFFECTIVE JUNE 30, 2024, DSI DIVERSIFIED SOLUTIONS BECAME THE PARENT ORGANZATION OF BONA VISTA PROGRAMS. THE CONSOLIDATED FINANCIAL STATEMENTS WERE NOT FINAL AT THE TIME OF ORIGINAL FILING. THE RETURN HAS BEEN AMENDED TO REFLECT THE FINALIZED AUDITED FINANCIAL STATEMENTS; ALL FINANCIAL PORTIONS OF THE RETURN CHANGED AS A RESULT. TOTAL REVENUE - ORIGINALLY FILED: $16,606,290 TOTAL REVENUE - AMENDED: $16,594,345 TOTAL EXPENSES - ORIGINALLY FILED: $13,175,950 TOTAL EXPENSES - AMENDED: $13,164,005 TOTAL NET ASSETS - ORIGINALLY FILED: $20,527,900 TOTAL NET ASSETS - AMENDED: $21,859,030 SCHEDULE R HAS BEEN UPDATED TO INCLUDE THE FOLLOWING: LIFEDESIGNS, INC. FOUR RIVERS RESOURCE SERVICES, INC. DEVELOPMENTAL SERVICES, INC. TREE CITY ESTATES LP TREE CITY VILLAGE LP BROADWAY FLATS LP INDEPENDENCE PLACE LP COVERED BRIDGE LP FOUR RIVERS HOUSING DEVELOPMENT CORPORATION TREE CITY VILLAGE GP LLC TREE CITY ESTATES GP INC BROADWAY FLATS GP LLC FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE TWO CLASSES OF MEMBERS: CLASS A AND CLASS B. DSI DIVERSIFIED SOLUTIONS, INC. SHALL BE THE SOLE CLASS A MEMBER OF THE CORPORATION (THE "CORPORATE MEMBER"), ALL CLASS B MEMBERS SHALL HAVE THE SAME RIGHTS, PRIVELEGES, DUTIES, LIABILITIES, LIMITATIONS, AND RESTRICTIONS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS MEMBERS WITH THE POWER TO ELECT (APPOINT) MEMBERS OF THE GOVERNING BODY. THE BYLAWS PROVIDE FOR TWO CLASSES OF MEMBERSHIP (CLASS A AND CLASS B). DSI DIVERSIFIED SOLUTIONS, INC. IS THE SOLE CLASS A MEMBER (THE "CORPORATE MEMBER") AND, AS SUCH, HAS THE AUTHORITY TO APPOINT THE MEMBERS OF THE BOARD OF DIRECTORS AND TO REMOVE INDIVIDUALS SERVING ON THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN SIGNIFICANT GOVERNANCE AND OVERSIGHT DECISIONS ARE RESERVED TO THE CORPORATE MEMBER RATHER THAN SOLELY TO THE BOARD OF DIRECTORS. UNDER THE BYLAWS' RESERVED POWERS PROVISIONS, THE CORPORATE MEMBER HAS AUTHORITY OVER MAJOR ORGANIZATIONAL ACTIONS, INCLUDING APPROVAL OF THE STRATEGIC PLAN; CHANGES TO MISSION/PHILOSOPHY/VISION/ORGANIZATIONAL PURPOSE STATEMENTS; AMENDMENTS TO THE ARTICLES OF INCORPORATION OR BYLAWS; APPOINTMENT AND REMOVAL OF DIRECTORS AND OFFICERS; APPROVAL OF ANNUAL BUDGETS; APPROVAL OF SPECIFIED INDEBTEDNESS/LOANS ABOVE THRESHOLDS SET BY RESOLUTION; APPROVAL OF MAJOR TRANSACTIONS AND STRUCTURAL CHANGES (INCLUDING FORMATION OF LEGAL ENTITIES, ACQUISITION/SALE/LEASE/TRANSFER OF PROPERTY, SUBSTANTIAL ASSET TRANSACTIONS, MERGER/CONSOLIDATION/REORGANIZATION, AND DISSOLUTION-RELATED ASSET DISPOSITION); APPOINTMENT OF LEGAL COUNSEL AND AUDITORS; APPROVAL OF CAPITAL IMPROVEMENTS; AND APPROVAL OF SOCIAL SERVICE PROGRAMS TO HELP ASSURE COMPLIANCE WITH THE ORGANIZATION'S MISSION AND TAX-EXEMPT STATUS. THE BOARD REMAINS RESPONSIBLE FOR DAY-TO-DAY GOVERNANCE AND MANAGEMENT WITHIN THE SCOPE OF AUTHORITY NOT RESERVED TO THE CORPORATE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE PROVIDED TO THE ORGANIZATION'S BOARD MEMBERS AFTER THE RETURN IS SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IF A BOARD MEMBER HAS DISCLOSED A CONFLICT, THEN THAT BOARD MEMBER WILL BE REQUIRED TO ABSTAIN FROM ANY VOTE PERTAINING TO THE ISSUE. IN REGARDS TO CONFLICTS THAT WERE NOT DISCLOSED THAT MAY ARISE, THE AGENCY WILL MONITOR LOCAL NEWSPAPERS FOR ISSUES REGARDING BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE DSI DIVERSIFIED SOLUTIONS, INC. BOARD OF DIRECTORS ESTABLISHES THE COMPENSATION OF THE CEO. THE CEO OF DSI DIVERSIFIED SOLUTIONS, INC. DETEREMINES ALL EMPLOYEE'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES MAKE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX THE PARENT COMPANY TO BONA VISTA PROGRAMS, INC., DSI - DEVELOPMENTAL SERVICES, INC., IS THE COMMON PAYMASTER FOR THE ORGANIZATION. FORM 990, PART XI, LINE 2C, OVERSIGHT OF AUDIT: THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF INDEPENDENT ACCOUNTANT; NO PROCESSES HAVE CHANGED FROM PRIOR YEAR. 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