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Aware INC FY2022 filing

Tax-deductible

Anaconda, MT501(c)(3)Since 1976 EIN 81-0360391Revenue $44.2M in FY2022

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.
80¢ of each $1 spent went to programs.
$938K 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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FY2022 · 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
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$938K
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: 3.2 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
$12.4M
35% of total assets
Looks good: liabilities are 35% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$44.2M
-2% vs prior year
Spent
$40.2M
To programs
80%
Net assets
$23.0M
By yearFY2020–FY2025
Revenue
$44.2M
FY2022▼ -2%
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
$40.2M
FY2022▲ +8%
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
$23.0M
FY2022▲ +21%
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 FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 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

80 cents of each dollar spent went to programs.

Program services 80% · $32.2M Management & general 20% · $7.9M

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

16 people listed on the 990; $938K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Geri Francisco-Wyant
CFO (retired Nov 21)
$222,510Pt VII · Sec A
John Tupper
Medical Director
$202,174Pt VII · Sec A
$191,856Pt VII · Sec A
$158,652Pt VII · Sec A
Susan Depasquale
Psychiatrist
$122,533Pt VII · Sec A
Francine Cooper
CFO (joined Sept 21)
$40,288Pt VII · Sec A
$0Pt VII · Sec A
$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 · $32.2M · in their own filed words · FY2021
01

Dphhs/Dd Division

Congregate living homes served 91 individuals, including 3 medically intensive persons and 3 children's home clients; 73 individuals participated in work and day activity programs; 29 individuals received non-congregate supported living services; behavior support services were provided to 50 individuals.

$14.9Mprogram expense
02

Mental Health Programs

Therapeutic group homes served 133 DD/SED adolescents in 5 montana counties; psychiatric care for 259 individuals; school-based and day treatment programs serving 610 youths; outpatient mental health service provided to 343 individuals; medicaid autism treatment services for 86 individuals; program of assertive community treatment (pact)…

$13.4Mprogram expense
03

Early Head Start

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

$4.0Mprogram 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 FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$44.2M
Ln 12
Fees for servicesLn 2g$36.6M
Gifts and grantsLn 1h$7.3M
Investment incomeLn 3$218K
Money outPt IX
$40.2M
Ln 25
Programscol B$32.2M
Managementcol C$7.9M
Owns and owesPt X
$23.0M
net assets · Ln 32
Cash and savingsLn 1–2$10.6M
Total assetsLn 16$35.4M
LiabilitiesLn 26$12.4M
PeoplePt VI, VII
16
listed · VII A
PaidVII A6
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$7.3M
Government grantsLn 1e$6.5M
Noncash giftsLn 1g$7K
Fees for servicesLn 2g$36.6M
Investment incomeLn 3$218K
Other incomeLn 4–11$78K
Gains on assetsLn 7$217K
Total revenueLn 12$44.2M
Assets in detailPt X, end of year
CashLn 1$9.7M
SavingsLn 2$944K
Cash and savings togetherLn 1–2$10.6M
Land, buildings, equipmentLn 10c$21.0M
Other assetsLn 15$177K
Total assetsLn 16$35.4M
LiabilitiesLn 26$12.4M
Net assetsLn 32$23.0M
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 FY22End FY22
Cash and savingsLn 1–2$9.5M$10.6M
Land, buildings, equipmentLn 10c$19.3M$21.0M
Total assetsLn 16$32.3M$35.4M
LiabilitiesLn 26$13.2M$12.4M
Net assetsLn 32$19.0M$23.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$563K$493K$70K
Other salaries and wagesLn 7$25.4M$22.4M$3.1M
Pension plan contributionsLn 8$282K$224K$58K
Other employee benefitsLn 9$2.9M$2.3M$604K
Payroll taxesLn 10$2.0M$1.6M$403K
Legal feesLn 11b$61K$2K$59K
Accounting feesLn 11c$233$233
Other fees for servicesLn 11g$762K$650K$113K
Advertising and promotionLn 12$133K$71K$62K
Office expensesLn 13$757K$530K$227K
Information technologyLn 14$329K$329K
OccupancyLn 16$744K$630K$115K
TravelLn 17$525K$419K$105K
InterestLn 20$368K$368K
Depreciation, depletion and amortizationLn 22$1.1M$1.1M
InsuranceLn 23$543K$160$543K
Other expenses (24a–d)Ln 24$3.0M$2.4M$591K
All other expensesLn 24e$716K$556K$160K
Total functional expensesLn 25$40.2M$32.2M$7.9M$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 Viewing $44.2M$40.2M$4.0M$23.0M 990 PDF
FY2021 $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 FY2022 990 (6 parts)
Part I · Summary $44,186,362 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,894,538$7,325,538
I-9 Program service revenuePrior year $40,051,817$36,564,615
I-10 Investment incomePrior year $789$217,943
I-11 Other revenuePrior year $0$78,266
I-12 Total revenuePrior year $44,947,144$44,186,362
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 $28,819,326$31,135,375
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $8,264,378$9,031,234
I-18 Total expensesPrior year $37,083,704$40,166,609
I-19 Revenue less expensesPrior year $7,863,440$4,019,753
Part VI · Governance 9 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
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 $44,186,362 across 9 lines filed
VIII-1e Government grants$6,498,561
VIII-1f All other contributions, gifts and grants$826,977
VIII-1g Noncash contributions (included above)$7,057
VIII-1h Total contributions, gifts and grants$7,325,538
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $36,564,615$36,564,615
VIII-3 Investment incomeExcluded from tax $1,355$1,355
VIII-7 Net gain or loss on sales of assetsExcluded from tax $216,588$216,588
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $78,266$78,266
VIII-12 Total revenueRelated to mission $36,642,881 · Unrelated business $0 · Excluded from tax $217,943$44,186,362
Part IX · Statement of functional expenses $40,166,609 across 18 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $492,670 · Management $69,929$562,599
IX-7 Other salaries and wagesPrograms $22,351,062 · Management $3,055,736$25,406,798
IX-8 Pension plan contributionsPrograms $223,534 · Management $58,062$281,596
IX-9 Other employee benefitsPrograms $2,325,333 · Management $604,005$2,929,338
IX-10 Payroll taxesPrograms $1,551,931 · Management $403,113$1,955,044
IX-11b Legal feesPrograms $1,946 · Management $59,157$61,103
IX-11c Accounting feesPrograms $233$233
IX-11g Other fees for servicesPrograms $649,696 · Management $112,634$762,330
IX-12 Advertising and promotionPrograms $71,175 · Management $61,857$133,032
IX-13 Office expensesPrograms $529,821 · Management $226,782$756,603
IX-14 Information technologyManagement $328,585$328,585
IX-16 OccupancyPrograms $629,869 · Management $114,556$744,425
IX-17 TravelPrograms $419,493 · Management $105,483$524,976
IX-20 InterestManagement $367,672$367,672
IX-22 Depreciation, depletion and amortizationManagement $1,056,427$1,056,427
IX-23 InsurancePrograms $160 · Management $542,791$542,951
IX-24 Other expenses (24a–d)Programs $2,445,902 · Management $590,889$3,036,791
IX-24e All other expensesPrograms $555,933 · Management $160,173$716,106
IX-25 Total functional expensesPrograms $32,248,758 · Management $7,917,851 · Fundraising $0$40,166,609
Part X · Balance sheet $35,424,475 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $9,020,846$9,699,656
X-2 Savings and temporary cash investmentsStart of year $455,249$943,789
X-3 Pledges and grants receivable$1,151,767
X-4 Accounts receivableStart of year $2,593,085$2,444,188
X-8 Inventories for sale or useStart of year $29,181$35,618
X-9 Prepaid expenses and deferred charges$13,936
X-10c Land, buildings and equipment, netStart of year $19,320,058$20,958,928
X-15 Other assetsStart of year $838,992$176,593
X-16 Total assetsStart of year $32,257,411$35,424,475
X-17 Accounts payable and accrued expensesStart of year $3,150,747$3,063,345
X-19 Deferred revenueStart of year $31,926$7,467
X-25 Other liabilitiesStart of year $970,570$1,067,909
X-26 Total liabilitiesStart of year $13,231,325$12,378,636
X-27 Net assets without donor restrictionsStart of year $19,026,086$23,026,929
X-28 Net assets with donor restrictions$18,910
X-32 Total net assets or fund balancesStart of year $19,026,086$23,045,839
X-33 Total liabilities and net assetsStart of year $32,257,411$35,424,475
Part XI · Reconciliation of net assets $23,045,839 net assets at year end
XI-1 Total revenue$44,186,362
XI-2 Total expenses$40,166,609
XI-3 Revenue less expenses$4,019,753
XI-4 Net assets at start of year$19,026,086
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$23,045,839

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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