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Aware INC FY2021 filing

Tax-deductible

Anaconda, MT501(c)(3)Since 1976 EIN 81-0360391Revenue $44.9M in FY2021

On file with the IRSaware-inc.org205 E Park Ave, 59711-2340 · Anaconda, MTTax-exempt since Feb 1980Publicly supported charity — 170(b)(1)(A)(vi)

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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.

501(c)(3) charity; gifts are tax-deductible.
81¢ of each $1 spent went to programs.
$686K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $4.2M a year · 9% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
81%
of spending
Looks good: 81% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$686K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Looks good: 3.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$13.2M
41% of total assets
Looks good: liabilities are 41% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$44.9M
+20% vs prior year
Spent
$37.1M
To programs
81%
Net assets
$19.0M
By yearFY2020–FY2025
Revenue
$44.9M
FY2021▲ +20%
Tap a bar for its year
Revenue by fiscal year
FY2020$37.3M
FY2021$44.9M
FY2022$44.2M
FY2023$45.8M
FY2024$48.4M
FY2025$65.0M
Expenses
$37.1M
FY2021▲ +7%
Tap a bar for its year
Expenses by fiscal year
FY2020$34.6M
FY2021$37.1M
FY2022$40.2M
FY2023$45.7M
FY2024$47.2M
FY2025$55.5M
Net assets
$19.0M
FY2021▲ +70%
Tap a bar for its year
Net assets by fiscal year
FY2020$11.2M
FY2021$19.0M
FY2022$23.0M
FY2023$23.2M
FY2024$24.3M
FY2025$33.8M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1980.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

81 cents of each dollar spent went to programs.

Program services 81% · $30.2M Management & general 19% · $6.9M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

14 people listed on the 990; $686K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
John Tupper
Medical Director
$200,420Pt VII · Sec A
Geri Francisco-Wyant
Chief Financial Officer
$178,654Pt VII · Sec A
Matthew Bugni
Chief Executive Officer
$156,258Pt VII · Sec A
Leighann Knight
HR Director
$150,535Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Jesse Laslovich
Board Chair
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Kathryn Brogan$272,016—————
Matthew Bugni$226,951$203,168$212,285$191,856$156,258$161,988
Geri Francisco-Wyant———$222,510$178,654$183,462
John Tupper——$206,433$202,174$200,420$200,920
Leighann Knight$192,651$185,473$179,753$158,652$150,535—
Francine Cooper$156,145$144,284$140,958$40,288——
Susan Depasquale$141,883$154,711$144,745$122,533——
Leighann Fogerty-Knight—————$152,885

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides community-based services for individuals with challenging needs, promoting independence and integration.

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3 programs · $30.2M · in their own filed words · FY2020
01

Dphhs/Dd Division

Group WORK/DAY day activity programs provider for 83 individuals; individualized living, group living and personal services-supported living, caregiver training & support, community home 128 INDIVIDUALS.DPHHS/DD TCM division: DD targeted case management: average for 2,258 individuals each month

$13.4Mprogram expense
02

Therapeutic group homes served 139 DD/SED adolescents in 5 montana counties; psychiatric care for 244 individuals; school-based and day treatment programs serving 676 youths; outpatient mental health service provided to 288 individuals; medicaid autism treatment services for 67 individuals; program of assertive community treatment (pact)…

$12.2Mprogram expense
03

Programs in 6 counties serving approximately 212 children ages 0 to 3 and prenatal mothers.

$4.6Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Montana Community Foundation INCFY2024$10K
Total grants receivedfrom 1 funder$10K

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$44.9M
Ln 12
Fees for servicesLn 2g$40.1M
Gifts and grantsLn 1h$4.9M
Investment incomeLn 3$789
Money outPt IX
$37.1M
Ln 25
Programscol B$30.2M
Managementcol C$6.9M
Owns and owesPt X
$19.0M
net assets · Ln 32
Cash and savingsLn 1–2$9.5M
Total assetsLn 16$32.3M
LiabilitiesLn 26$13.2M
PeoplePt VI, VII
14
listed · VII A
PaidVII A4
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$4.9M
Government grantsLn 1e$4.8M
Fees for servicesLn 2g$40.1M
Investment incomeLn 3$789
Total revenueLn 12$44.9M
Assets in detailPt X, end of year
CashLn 1$9.0M
SavingsLn 2$455K
Cash and savings togetherLn 1–2$9.5M
Land, buildings, equipmentLn 10c$19.3M
Other assetsLn 15$839K
Total assetsLn 16$32.3M
LiabilitiesLn 26$13.2M
Net assetsLn 32$19.0M
OperationsPt I, VI
EmployeesI 51,430
VolunteersI 6422
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$9.0M$9.5M
Land, buildings, equipmentLn 10c$16.8M$19.3M
Total assetsLn 16$29.5M$32.3M
LiabilitiesLn 26$18.3M$13.2M
Net assetsLn 32$11.2M$19.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$743K$743K
Other salaries and wagesLn 7$23.7M$21.5M$2.2M
Pension plan contributionsLn 8$241K$212K$29K
Other employee benefitsLn 9$1.4M$1.3M$175K
Payroll taxesLn 10$2.7M$2.4M$328K
Other fees for servicesLn 11g$599K$369K$231K
Advertising and promotionLn 12$62K$8K$55K
Information technologyLn 14$298K$298K
OccupancyLn 16$1.3M$1.2M$132K
TravelLn 17$211K$181K$30K
InterestLn 20$393K$393K
Depreciation, depletion and amortizationLn 22$821K$821K
InsuranceLn 23$548K$548K
Other expenses (24a–d)Ln 24$2.9M$2.2M$737K
All other expensesLn 24e$1.1M$1.0M$121K
Total functional expensesLn 25$37.1M$30.2M$6.9M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $65.0M$55.5M$9.5M$33.8M 990 PDF
FY2024 $48.4M$47.2M$1.2M$24.3M 990 PDF
FY2023 $45.8M$45.7M$122K$23.2M 990 PDF
FY2022 $44.2M$40.2M$4.0M$23.0M 990 PDF
FY2021 Viewing $44.9M$37.1M$7.9M$19.0M 990 PDF
FY2020 $37.3M$34.6M$2.7M$11.2M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $44,947,144 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $225,112$4,894,538
I-9 Program service revenuePrior year $37,076,876$40,051,817
I-10 Investment incomePrior year $28,910$789
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $37,330,898$44,947,144
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $27,029,630$28,819,326
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $7,577,359$8,264,378
I-18 Total expensesPrior year $34,606,989$37,083,704
I-19 Revenue less expensesPrior year $2,723,909$7,863,440
Part VI · Governance 10 of 10 board members independent, no flags
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $44,947,144 across 6 lines filed
Lines not itemized here account for $125,311 of total revenue; see the IRS return.
VIII-1e Government grants$4,770,800
VIII-1f All other contributions, gifts and grants$123,738
VIII-1h Total contributions, gifts and grants$4,894,538
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $39,926,506$39,926,506
VIII-3 Investment incomeExcluded from tax $789$789
VIII-12 Total revenueRelated to mission $40,051,817 · Unrelated business $0 · Excluded from tax $789$44,947,144
Part IX · Statement of functional expenses $37,083,704 across 15 lines filed
IX-5 Pay of current officers, directors and key staffManagement $742,598$742,598
IX-7 Other salaries and wagesPrograms $21,468,863 · Management $2,242,922$23,711,785
IX-8 Pension plan contributionsPrograms $211,899 · Management $29,467$241,366
IX-9 Other employee benefitsPrograms $1,258,875 · Management $175,063$1,433,938
IX-10 Payroll taxesPrograms $2,361,274 · Management $328,365$2,689,639
IX-11g Other fees for servicesPrograms $368,509 · Management $230,895$599,404
IX-12 Advertising and promotionPrograms $7,537 · Management $54,566$62,103
IX-14 Information technologyManagement $298,113$298,113
IX-16 OccupancyPrograms $1,153,591 · Management $132,356$1,285,947
IX-17 TravelPrograms $180,768 · Management $29,858$210,626
IX-20 InterestManagement $392,993$392,993
IX-22 Depreciation, depletion and amortizationManagement $821,468$821,468
IX-23 InsuranceManagement $547,520$547,520
IX-24 Other expenses (24a–d)Programs $2,184,883 · Management $736,837$2,921,720
IX-24e All other expensesPrograms $1,003,465 · Management $121,019$1,124,484
IX-25 Total functional expensesPrograms $30,199,664 · Management $6,884,040 · Fundraising $0$37,083,704
Part X · Balance sheet $32,257,411 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $8,515,925$9,020,846
X-2 Savings and temporary cash investmentsStart of year $462,441$455,249
X-4 Accounts receivableStart of year $3,050,928$2,593,085
X-8 Inventories for sale or useStart of year $26,858$29,181
X-10c Land, buildings and equipment, netStart of year $16,806,536$19,320,058
X-15 Other assetsStart of year $628,068$838,992
X-16 Total assetsStart of year $29,490,756$32,257,411
X-17 Accounts payable and accrued expensesStart of year $2,672,526$3,150,747
X-19 Deferred revenueStart of year $11,140$31,926
X-25 Other liabilitiesStart of year $783,797$970,570
X-26 Total liabilitiesStart of year $18,328,110$13,231,325
X-27 Net assets without donor restrictionsStart of year $11,162,646$19,026,086
X-32 Total net assets or fund balancesStart of year $11,162,646$19,026,086
X-33 Total liabilities and net assetsStart of year $29,490,756$32,257,411
Part XI · Reconciliation of net assets $19,026,086 net assets at year end
XI-1 Total revenue$44,947,144
XI-2 Total expenses$37,083,704
XI-3 Revenue less expenses$7,863,440
XI-4 Net assets at start of year$11,162,646
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$19,026,086

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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