Totals
- Total revenue
- $48,414,489
- Total expenses
- $47,244,378
- Contributions and grants received
- $7,211,970
- Grants paid
- $8,213
- Program service revenue
- $40,993,092
- Investment income
- $243,890
- Other revenue
- -$34,463
- Total assets, end of year
- $35,580,439
- Total liabilities, end of year
- $11,242,625
- Net assets or fund balances, end of year
- $24,337,814
- Program services expenses (Part IX)
- $39,022,770
- Management and general expenses
- $8,221,608
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $39,022,770
Program services were 82.6% 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.
-
1e · Government grants (contributions)
$6,371,232
-
1f · All other contributions, gifts and grants
$840,738
-
1g · Noncash contributions included above
$46,367
-
2a · Program service revenue: GROUP HOME & YOUTH CASE MGMT
total $21,426,164 · related or exempt $21,426,164
-
2b · Program service revenue: FEE FOR SERVICE REVENUE
total $19,091,403 · related or exempt $19,091,403
-
2c · Program service revenue: PRODUCTION REVENUE
total $475,525 · related or exempt $475,525
-
3 · Investment income
total $202,890 · excluded $202,890
-
6a · Gross rents
real property $117,959
-
6b · Less rental expenses
real property $152,422
-
6c · Rental income or loss
real property -$34,463
-
6d · Net rental income or loss
total -$34,463 · unrelated business -$72,158 · excluded $37,695
-
7a · Gross sales of assets other than inventory
other assets $41,000
-
7b · Less cost or other basis and sales expenses
other assets $0
-
7c · Gain or loss
other assets $41,000
-
7d · Net gain or loss
total $41,000 · excluded $41,000
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $8,213 · program services $8,213
-
5 · Compensation of officers, directors and key employees
total $600,283 · program services $532,394 · management and general $67,889
-
7 · Other salaries and wages
total $30,993,494 · program services $27,617,438 · management and general $3,376,056
-
8 · Pension plan contributions
total $362,209 · program services $310,339 · management and general $51,870
-
9 · Other employee benefits
total $3,098,084 · program services $2,654,424 · management and general $443,660
-
10 · Payroll taxes
total $2,397,769 · program services $2,054,397 · management and general $343,372
-
11b · Fees: legal
total $53,776 · program services $1,680 · management and general $52,096
-
11g · Fees: other
total $313,344 · program services $154,845 · management and general $158,499
-
12 · Advertising and promotion
total $146,272 · program services $12,422 · management and general $133,850
-
13 · Office expenses
total $871,123 · program services $577,117 · management and general $294,006
-
14 · Information technology
total $386,023 · program services $17,328 · management and general $368,695
-
16 · Occupancy
total $715,522 · program services $647,096 · management and general $68,426
-
17 · Travel
total $776,154 · program services $653,497 · management and general $122,657
-
19 · Conferences, conventions and meetings
total $95,871 · program services $81,049 · management and general $14,822
-
20 · Interest
total $269,775 · management and general $269,775
-
22 · Depreciation, depletion and amortization
total $1,075,925 · program services $12,835 · management and general $1,063,090
-
23 · Insurance
total $660,174 · management and general $660,174
-
24a · Other expenses: REPAIRS & MAINTENANCE
total $892,502 · program services $794,149 · management and general $98,353
-
24b · Other expenses: CLIENT RELATED EXPENSE
total $847,464 · program services $827,113 · management and general $20,351
-
24c · Other expenses: FOOD
total $735,034 · program services $734,721 · management and general $313
-
24d · Other expenses: FLEET PROGRAM
total $508,110 · program services $288,874 · management and general $219,236
-
24e · All other expenses
total $1,437,257 · program services $1,042,839 · management and general $394,418
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,309,762 · end of year $2,097,991
-
2 · Savings and temporary cash investments
beginning of year $5,090,880 · end of year $4,756,599
-
3 · Pledges and grants receivable
beginning of year $426,162 · end of year $219,929
-
4 · Accounts receivable
beginning of year $3,187,703 · end of year $5,232,145
-
8 · Inventories for sale or use
beginning of year $65,745 · end of year $83,644
-
9 · Prepaid expenses and deferred charges
beginning of year $3,099 · end of year $166,289
-
10a · Land, buildings and equipment: cost or other basis
$35,023,931
-
10b · Land, buildings and equipment: accumulated depreciation
$12,795,886
-
10c · Land, buildings and equipment, net
beginning of year $22,681,968 · end of year $22,228,045
-
15 · Other assets
beginning of year $765,503 · end of year $795,797
-
17 · Accounts payable and accrued expenses
beginning of year $3,411,428 · end of year $3,118,603
-
19 · Deferred revenue
beginning of year $5,940 · end of year $1,227
-
23 · Secured mortgages and notes payable
beginning of year $7,486,845 · end of year $6,769,472
-
25 · Other liabilities
beginning of year $1,458,906 · end of year $1,353,323
-
27 · Net assets without donor restrictions
beginning of year $23,082,551 · end of year $24,290,563
-
28 · Net assets with donor restrictions
beginning of year $85,152 · end of year $47,251
Mission and programs · 2023
Mission
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.
Activities or mission (Part I)
WE HELP PEOPLE LIVE INDEPENDENT LIVES.
-
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.
Expenses $16,251,479 · Revenue $19,091,403
-
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.
Expenses $18,143,904 · Grants $7,208 · Revenue $21,426,164
-
EARLY HEAD START: PROGRAMS IN 6 COUNTIES SERVING APPROXIMATELY 240 CHILDREN AGES 0 TO 3 AND PRENATAL MOTHERS.
Expenses $4,627,387 · Grants $1,005
-
PRODUCTION AND MISCELLANEOUS PROGRAMS, HOUSING SERVICES, TRANSPORTATION SERVICES.
Revenue $475,525
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Kristy McKayKRISTY MCKAY
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Jon BennionJON BENNION
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Kim LorengoKIM LORENGO
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Barbara AndreozziBARBARA ANDREOZZI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mike FosterMIKE FOSTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer KautzJENNIFER KAUTZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Scott McBrideSCOTT MCBRIDE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John StrandellJOHN STRANDELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Barb SherrillBARB SHERRILL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Pam WestPAM WEST
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joyce DombrouskiJOYCE DOMBROUSKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jay DoyleJAY DOYLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Michael BushDR MICHAEL BUSH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matthew BugniMATTHEW BUGNI
CEO
- Total calculated
- $237,153
- From this org
- $203,168
- From related orgs
- $0
- Other
- $33,985
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $203,168
- Bonus
- $0
- Other
- $0
- Deferred
- $8,803
- Nontaxable benefits
- $25,182
- Filer's total
- $237,153
-
Francine CooperFRANCINE COOPER
CFO
- Total calculated
- $161,931
- From this org
- $144,284
- From related orgs
- $0
- Other
- $17,647
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $144,284
- Bonus
- $0
- Other
- $0
- Deferred
- $5,918
- Nontaxable benefits
- $11,729
- Filer's total
- $161,931
-
Leighann KnightLEIGHANN KNIGHT
COO
- Total calculated
- $207,403
- From this org
- $185,473
- From related orgs
- $0
- Other
- $21,930
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $177,073
- Bonus
- $8,400
- Other
- $0
- Deferred
- $7,634
- Nontaxable benefits
- $14,296
- Filer's total
- $207,403
-
Susan DepasqualeSUSAN DEPASQUALE
APRN
- Total calculated
- $164,074
- From this org
- $154,711
- From related orgs
- $0
- Other
- $9,363
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $154,711
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $9,363
- Filer's total
- $164,074
-
Katherine BugniKATHERINE BUGNI
APRN
- Total calculated
- $134,394
- From this org
- $120,576
- From related orgs
- $0
- Other
- $13,818
- Hours/week
- 40
-
Stephan FranciscoSTEPHAN FRANCISCO
AIFP OPERATIONS MGR
- Total calculated
- $128,522
- From this org
- $113,104
- From related orgs
- $0
- Other
- $15,418
- Hours/week
- 40
-
Colleen BoschCOLLEEN BOSCH
SERVICE DIRECTOR
- Total calculated
- $113,019
- From this org
- $108,068
- From related orgs
- $0
- Other
- $4,951
- Hours/week
- 40
-
Leslie YorkLESLIE YORK
BUSINESS OPERATIONS MGR
- Total calculated
- $123,774
- From this org
- $103,017
- From related orgs
- $0
- Other
- $20,757
- 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
- 1a · Health or social club dues or initiation fees
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 1b · Written policy on the line-1a expenses
- 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
The filer's explanations (Part III)
- 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.
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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 25 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202510979349300506
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