2026-03-05T09:22:16-06:00 2025-06-30 273858252 DEAN DORTON ALLEN FORD PLLC 810 WRIGHTS SUMMIT PARKWAY SUITE 300 FORT WRIGHT KY 41011 990 2024-07-01 610844925 BAWAC INC BAWA 8593714410 7970 KENTUCKY DRIVE FLORENCE KY 41042 JASON ASHBROOK PRESIDENT 8593714410 2026-02-27 1 0 ADAM M DAVEY P00228237 8593313300 2026-02-27 2024 2025-03-06 01:10:19Z PROUDWORKS JASON ASHBROOK 7970 KENTUCKY DRIVE FLORENCE KY 41042 8245678 0 X WWW.PROUDWORKS.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. 11 11 103 33 0 0 1108695 949248 6432374 6120776 94858 365162 21779 15626 7657706 7450812 0 0 0 0 4561528 5053417 0 0 101554 1669391 1956339 6230919 7009756 1426787 441056 9462788 10181794 1067799 1304031 8394989 8877763 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 1906504 1859131 BAWAC'S PROGRAM SERVICES INCLUDES COMMUNITY REHABILITATION SERVICES(CRS), LIFE TRANSITIONS, SUPPORTED EMPLOYMENT AND TRANSPORTATION. THE CRS PROGRAM SERVED 88 PEOPLE THIS YEAR AND THE LIFE TRANSITIONS PROGRAM SERVED 12 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 95% SUCCESS RATE. GROUP AND INDIVIDUAL INSTRUCTION TIME ACCOUNTED FOR 47.5% 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 10 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. 550213 415762 THE SUPPORTED EMPLOYMENT PROGRAM PROVIDED SERVICES TO 106 PEOPLE THIS YEAR. WE COMPLETED 26 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 31 NEW JOB PLACEMENTS DURING THE YEAR. 81% 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 7 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. 2631717 3845883 BAWAC TRANSPORTATION TRANSPORTED 215-225 INDIVIDUALS WITH DISABILITY THROUGH 6 COUNTIES IN THE NORTHERN KENTUCKY AREA IN FY25. WE ARE UNDER CONTRACT WITH FTSB, NORTHERN KENTUCKY AREA DISTRICT, AND ST. ELIZABETH OUTPATIENT SERVICES TO PROVIDE NON-EMERGENCY MEDICAL TRANSPORTATION THROUGHOUT THE GREATER CINCINNATI AND NORTHERN KENTUCKY AREA. OUR MEDICAL TRANSPORTS SERVE CLOSE TO 200 PATIENTS TO AND FROM THE HOSPITAL, DIALYSIS, PHARMACIES, AND DOCTORS APPOINTMENTS 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 FY25, 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 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 FY25, BAWAC HAS DEMONSTRATED TO OVER 87 AREA COMPANIES THE ADDED VALUE AND RELIABILITY WE OFFER TO THEIR BUSINESSES. 889527 5977961 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 103 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 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 ROBERT SMITH CHAIRMAN 0.50 X X 0 0 0 DR ED MUNTEL TREASURER 0.50 X X 0 0 0 MICKI SHEA VICE CHAIRMAN 0.50 X X 0 0 0 DR LAVETTE BURNETTE SECRETARY 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 DR 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 JASON ASHBROOK PRESIDENT AND CEO 40.00 X 146227 0 5000 STEPHEN STRICKER DIRECTOR OF OPERATIONS 40.00 X 116301 0 8622 RICHARD PRATT DIRECTOR OF SERVICES 40.00 X 101258 0 8114 363786 0 21736 3 0 1 0 0 59287 677761 212200 5000 949248 TRANSPORTATION INCOME 624310 3531283 3531283 MEDICAID 624310 1384238 1384238 ADULT WORKSHOP PROGRAM 624310 927522 927522 DEPARTMENT OF VOCATION 624310 277733 277733 6120776 165754 165754 762 959988 0 761342 762 198646 199408 198646 762 49140 33524 15616 15616 MISCELLANEOUS INCOME 624310 10 10 10 7450812 6319432 0 182132 363785 324131 37263 2391 3584369 3193651 367155 23563 74504 61890 11353 1261 689562 572817 105079 11666 341197 296789 42383 2025 21172 21172 101323 94541 6412 370 133651 2675 88901 42075 221791 199303 20380 2108 96185 40512 55012 661 276827 271880 4024 923 371820 365896 4960 964 162460 150905 11158 397 REPAIRS AND MAINTENANCE 254424 250764 2785 875 OTHER OPERATING EXPENSE 117119 6228 110791 100 UTILITIES 61893 57722 3668 503 STAFF DEVELOPMENT 52427 15505 30069 6853 85247 72752 7676 4819 7009756 5977961 930241 101554 173 1030014 3665868 4182973 583051 595934 551708 405862 46262 51785 5792118 2949554 2098689 2842564 2244297 739989 272740 332673 9462788 10181794 632548 828346 6615 855 428636 474830 1067799 1304031 X 7855472 8407451 539517 470312 8394989 8877763 9462788 10181794 X 441056 12075 5121 -49 24571 X 0 1 X 1 0 X 1826684 494315 1076527 1119734 949248 5466508 1826684 494315 1076527 1119734 949248 5466508 5466508 6419 1566 15977 94858 165754 284574 124152 29339 33593 19547 215034 421665 6172747 27553231 0.88560 0.93680 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 124,152. 2021 AMOUNT: $ 14,635. 2022 AMOUNT: $ 644. 2023 AMOUNT: $ 3,106. 2024 AMOUNT: $ 199,418. FUNDRAISING INCOME - 2021 AMOUNT: $ 14,704. 2022 AMOUNT: $ 32,949. 2023 AMOUNT: $ 16,441. 2024 AMOUNT: $ 15,616. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 669 669 0 PART II-B, LINE 1: INDIRECT ACTIVITIES INCLUDE A PORTION OF OUR MEMBERSHIP FEES TO THE NORTHERN KENTUCKY CHAMBER OF COMMERCE AND KENTUCKY ASSOCIATION OF PRIVATE PROVIDERS FOR LOBBYING PURPOSES. 1593974 960261 633713 860222 370011 490211 268296 220786 47510 3069626 1398496 1671130 2842564 DEFERRED COMPENSATION 474830 474830 X 7501483 12075 5121 33524 50720 7450763 49 49 7450812 7043280 33524 33524 7009756 0 7009756 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, 2025 AND 2024. 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, 2025 AND 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 33,524. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 33,524. X X X 1 AMBER DECKER 873 DOERIDGE DRIVE ERLANGER KY 41018 GRANT WRITING AND DONOR ENGAGEMENT PLANS 0 105000 41250 63750 105000 41250 63750 KY GOLF OUTING 27432 0 27432 90 116 5504 6785 1515 ANNUAL DINNER 17954 17954 789 1190 15172 1285 1 3754 3754 1022 56 49140 49140 90 905 7716 21957 2856 33524 15616 SCHEDULE G, PART I, LINE 2B, COLUMN (V) GRANT WRITING AND DONOR ENGAGEMENT PLANS 0 0 0 0 0 0 0 0 0 JASON ASHBROOK PRESIDENT AND CEO 144268 0 1959 0 0 0 5000 0 0 0 151227 0 0 0 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 IN ASSETS HELD BY COMMUNITY FOUNDATIONS 24,571. PRIOR PERIOD ADJUSTMENT FOR DEPRECIATION EXPENSE