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Nonprofiteer
← AWS FOUNDATION INC

Form 990 for tax year 2024

Filed by AWS FOUNDATION INC.

Totals

Total revenue
$17,533,778
Total expenses
$9,794,968
Contributions and grants received
$3,443
Grants paid
$6,940,620
Program service revenue
$13,480,728
Investment income
$4,049,607
Other revenue
$0
Total assets, end of year
$130,089,098
Total liabilities, end of year
$3,689,057
Net assets or fund balances, end of year
$126,400,041
Program services expenses (Part IX)
$9,027,153
Management and general expenses
$767,815
Fundraising expenses
$0
Program service expenses (Part III)
$9,027,153

Program services were 92.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $3,443

  • 2a · Program service revenue: INCOME FROM AW HOLDINGS

    total $11,512,886 · related or exempt $11,512,886

  • 2b · Program service revenue: LEASED INCOME FROM AFFILIATES

    total $1,799,365 · related or exempt $1,797,205 · unrelated business $2,160

  • 2c · Program service revenue: MISCELLANEOUS

    total $168,477 · related or exempt $168,477

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $3,951,351 · excluded $3,951,351

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $391,974 · other assets $257,869

  • 7b · Less cost or other basis and sales expenses

    securities $510,244 · other assets $41,343

  • 7c · Gain or loss

    securities -$118,270 · other assets $216,526

  • 7d · Net gain or loss

    total $98,256 · excluded $98,256

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $6,940,620 · program services $6,940,620

  • 5 · Compensation of officers, directors and key employees

    total $351,020 · program services $65,000 · management and general $286,020

  • 7 · Other salaries and wages

    total $455,293 · program services $392,938 · management and general $62,355

  • 8 · Pension plan contributions

    total $28,119 · program services $10,657 · management and general $17,462

  • 9 · Other employee benefits

    total $76,414 · program services $32,157 · management and general $44,257

  • 10 · Payroll taxes

    total $55,632 · program services $21,216 · management and general $34,416

  • 11b · Fees: legal

    total $11,057 · management and general $11,057

  • 11c · Fees: accounting

    total $18,800 · management and general $18,800

  • 11f · Fees: investment management

    total $216,005 · management and general $216,005

  • 11g · Fees: other

    total $19,200 · program services $10,000 · management and general $9,200 · fundraising $0

  • 12 · Advertising and promotion

    total $171,340 · program services $171,340

  • 13 · Office expenses

    total $30,950 · program services $10,959 · management and general $19,991

  • 14 · Information technology

    total $223,184 · program services $174,932 · management and general $48,252

  • 16 · Occupancy

    total $111,201 · program services $111,201

  • 17 · Travel

    total $7,372 · program services $7,372

  • 22 · Depreciation, depletion and amortization

    total $929,947 · program services $929,947

  • 24a · Other expenses: PROGRAM EXPENSE

    total $95,197 · program services $95,197

  • 24b · Other expenses: EQUIPMENT

    total $20,613 · program services $20,613

  • 24c · Other expenses: STAFF TRAINING

    total $15,600 · program services $15,600

  • 24d · Other expenses: PUBLICATIONS

    total $522 · program services $522

  • 24e · All other expenses

    total $16,882 · program services $16,882 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,607,037 · end of year $8,066,298

  • 4 · Accounts receivable

    beginning of year $2,109,683 · end of year $2,784,905

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $2,660,727 · end of year $1,053,329

  • 9 · Prepaid expenses and deferred charges

    beginning of year $29,852 · end of year $95,705

  • 10a · Land, buildings and equipment: cost or other basis

    $31,172,005

  • 10b · Land, buildings and equipment: accumulated depreciation

    $18,540,208

  • 10c · Land, buildings and equipment, net

    beginning of year $13,622,947 · end of year $12,631,797

  • 11 · Investments: publicly traded securities

    beginning of year $86,934,807 · end of year $96,607,288

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $7,823,202 · end of year $8,837,538

  • 15 · Other assets

    beginning of year $12,323 · end of year $12,238

  • 17 · Accounts payable and accrued expenses

    beginning of year $231,692 · end of year $154,032

  • 18 · Grants payable

    beginning of year $927,124 · end of year $1,178,099

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $2,356,926 · end of year $2,356,926

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $112,280,386 · end of year $126,395,591

  • 28 · Net assets with donor restrictions

    beginning of year $4,450 · end of year $4,450

Mission and programs · 2024

Mission

OUR MISSION IS TO HELP CHILDREN AND ADULTS WITH ENDURING INTELLECTUAL, DEVELOPMENTAL, AND PHYSICAL DISABILITIES LIVE AS INDEPENDENTLY AS POSSIBLE, BE INCLUDED IN THE COMMUNITY AND FUNCTION AT THEIR HIGHEST POTENTIAL. WE ENVISION A COMMUNITY IN WHICH PEOPLE WITH ENDURING INTELLECTUAL, DEVELOPMENTAL, AND PHYSICAL DISABILITIES ARE ENGAGED FULLY AND MEANINGFULLY IN ALL ASPECTS OF COMMUNITY LIFE.

Activities or mission (Part I)

OUR MISSION IS TO HELP CHILDREN AND ADULTS WITH ENDURING INTELLECTUAL, DEVELOPMENTAL, AND PHYSICAL DISABILITIES LIVE AS INDEPENDENTLY AS POSSIBLE.

  • AWS FOUNDATION PROVIDED SUPPORT TO NONPROFIT ORGANIZATIONS IN NORTHEAST INDIANA IN THEIR WORK TO ENHANCE THE LIVES OF INDIVIDUALS WITH ENDURING INTELLECTUAL, DEVELOPMENTAL AND PHYSICAL DISABILITIES.

    Expenses $8,588,661 · Grants $6,940,620 · Revenue $13,360,728

  • AWS FOUNDATION CREATED INDIANADISABILITYRESOURCEFINDER.ORG AS A NEW ONLINE, FREE STATE*WIDE RESOURCE DESIGNED TO COLLECT AND ORGANIZE CONTACT AND SERVICE INFORMATION ACROSS INDIANA, GIVING 24/7 ACCESS TO LOCATE COMMUNITY RESOURCES.

    Expenses $438,492 · Revenue $120,000

As filed on the 2024 return.

Listed in Part VII

  • Doug Burdick

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Joe Doust

    SECRETARY

    Total calculated
    $6,000
    From this org
    $0
    From related orgs
    $6,000
    Other
    $0
    Hours/week
    3

  • Whitney Bandemer

    CHAIR

    Total calculated
    $9,000
    From this org
    $0
    From related orgs
    $9,000
    Other
    $0
    Hours/week
    3

  • Cassie Beer

    Director

    Total calculated
    $0
    Hours/week
    2

  • Dr Kim Barnett Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dr Mark Zolman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dr Phil Downs

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dr Tasha Williams

    Vice Chair

    Total calculated
    $0
    Hours/week
    2

  • Dr Tommy Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Larry Adelman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Monte Lightner

    Director

    Total calculated
    $3,000
    From this org
    $0
    From related orgs
    $3,000
    Other
    $0
    Hours/week
    2

  • Nancy Boyer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Susan Trent

    Director

    Total calculated
    $1,000
    From this org
    $0
    From related orgs
    $1,000
    Other
    $0
    Hours/week
    3

  • Patricia Hays

    CEO

    Total calculated
    $241,931
    From this org
    $214,085
    From related orgs
    $0
    Other
    $27,846
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $214,085
    Bonus
    $0
    Other
    $0
    Deferred
    $27,846
    Nontaxable benefits
    $0
    Filer's total
    $241,931

  • Todd Jacobs

    CFO

    Total calculated
    $187,743
    From this org
    $123,439
    From related orgs
    $12,000
    Other
    $52,304
    Hours/week
    35 + 1 related

    Schedule J breakdown matched by us

    Base
    $123,439 + $12,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $28,600
    Nontaxable benefits
    $23,704
    Filer's total
    $175,743 + $12,000 related

  • Joan Schmalzried

    CHIEF PROGRAM OFFICER

    Total calculated
    $138,830
    From this org
    $111,722
    From related orgs
    $0
    Other
    $27,108
    Hours/week
    40

  • Vickie Johnson

    VP - FINDER

    Total calculated
    $145,401
    From this org
    $110,882
    From related orgs
    $0
    Other
    $34,519
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • AW HOLDINGS LLC

    Related · STAFF/MGMT · IN · 60% owned · share of income $11,919,895 · share of assets $39,653,558

    Directly controlled by AWS FDN

  • AW HOLDINGS OF IOWA LLC

    REHAB · IA

    Directly controlled by AW HOLDING

  • AW HOLDINGS OF CALIFORNIA LLC

    REHAB · CA

    Directly controlled by AW HOLDINGS

  • AW HOLDINGS OF KENTUCKY LLC

    REHAB · KY

    Directly controlled by AW HOLDING

  • AW HOLDINGS OF MISSISSIPPI LLC

    REHAB · MS

    Directly controlled by AW HOLDING

  • AW HOLDINGS OF NEW MEXICO LLC

    REHAB · NM

    Directly controlled by AW HOLDING

  • AW HOLDINGS OF VIRGINIA LLC

    REHAB · VA

    Directly controlled by AW HOLDING

  • BENCHMARK ALIGN LLC

    REHAB · CA

    Directly controlled by AW HOLDING

  • BENCHMARK HUMAN SERVICES OF DC LLC

    REHAB · DC

    Directly controlled by AW HOLDING

  • BENCHMARK HUMAN SERVICES OF GEORGIA

    REHAB · GA

    Directly controlled by AW HOLDING

  • BENCHMARK HUMAN SERVICES OF LOUISIANA

    REHAB · LA

    Directly controlled by AW HOLDING

  • BENCHMARK HUMAN SERVICES OF TEXAS

    REHAB · TX

    Directly controlled by AW HOLDING

  • HOMEPOINTE HEALTHCARE OF INDIANA

    REHAB · IN

    Directly controlled by AW HOLDING

  • HOMEPOINTE HEALTHCARE OF MISSOURI

    REHAB · MO

    Directly controlled by AW HOLDING

  • HOMEPOINTE SENIOR CARE LLC

    REHAB · IN

    Directly controlled by AW HOLDING

  • AW HOLDINGS OF NEBRASKA LLC

    REHAB · NE

    Directly controlled by AW HOLDING

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • AWS ADVENT INC

    C Corporation · REHAB · IN

    Directly controlled by AW HOLDING

  • AW HOLDINGS OF MARYLAND INC

    C Corporation · REHAB · MD

    Directly controlled by AW HOLDING

  • AWS DEVELOPMENT CORP

    C Corporation · PROPERTY · IN

    Directly controlled by AWRC

Provenance

Return type
form_990
Tax year
2024
Filed
13 March 2026
IRS schema version
2024v5.1
Source object
202620729349301212

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