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.
$1.1M 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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FY2023 · 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
$1.1M
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
2 mo
of spending, in cash
Fine: 2.2 months of spending in cash; 1 to 3.
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
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
$45.8M
+4% vs prior year
Spent
$45.7M
To programs
81%
Net assets
$23.2M
By yearFY2020–FY2025
Revenue
$45.8M
FY2023▲ +4%
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
$45.7M
FY2023▲ +14%
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
$23.2M
FY2023▲ +0.5%
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 FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 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% · $37.1M Management & general 19% · $8.6M

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

18 people listed on the 990; $1.1M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$212,285Pt VII · Sec A
Medical Director
$206,433Pt VII · Sec A
$179,753Pt VII · Sec A
Psychiatrist
$144,745Pt VII · Sec A
$140,958Pt VII · Sec A
Psychiatrist
$116,744Pt VII · Sec A
Dd Service Director
$100,547Pt VII · Sec A
Director (thru Jan)
$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 · $37.1M · in their own filed words · FY2022
01

Mental Health Programs

Qualified residential treatment facilities served 102 DD/SED adolescents in 5 montana counties; psychiatric care for 337 individuals; school-based and day treatment programs serving 650 youths; outpatient mental health service provided to 616 individuals; medicaid autism treatment services for 87 individuals; program of assertive…

$16.7Mprogram expense
02

Dphhs/Dd Division

Congregate living homes served 66 individuals, including 3 children's home clients; 79 individuals participated in work and day activity programs; 34 individuals received non-congregate supported living services; behavior support services were provided to 54 INDIVIDUALS.DPHHS/DD targeted case management (TCM) division: average of 2,126…

$16.1Mprogram expense
03

Early Head Start

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

$4.2Mprogram 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
Total grants receivedfrom 1 funder$10K

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$45.8M
Ln 12
Fees for servicesLn 2g$36.9M
Gifts and grantsLn 1h$8.8M
Investment incomeLn 3$66K
Money outPt IX
$45.7M
Ln 25
Programscol B$37.1M
Managementcol C$8.6M
Owns and owesPt X
$23.2M
net assets · Ln 32
Cash and savingsLn 1–2$8.4M
Total assetsLn 16$35.5M
LiabilitiesLn 26$12.4M
PeoplePt VI, VII
18
listed · VII A
PaidVII A7
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$8.8M
Government grantsLn 1e$7.6M
Noncash giftsLn 1g$421K
Fees for servicesLn 2g$36.9M
Investment incomeLn 3$66K
Total revenueLn 12$45.8M
Assets in detailPt X, end of year
CashLn 1$3.3M
SavingsLn 2$5.1M
Cash and savings togetherLn 1–2$8.4M
Land, buildings, equipmentLn 10c$22.7M
Other assetsLn 15$766K
Total assetsLn 16$35.5M
LiabilitiesLn 26$12.4M
Net assetsLn 32$23.2M
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 FY23End FY23
Cash and savingsLn 1–2$10.6M$8.4M
Land, buildings, equipmentLn 10c$21.0M$22.7M
Total assetsLn 16$35.4M$35.5M
LiabilitiesLn 26$12.4M$12.4M
Net assetsLn 32$23.0M$23.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$7K$7K
Pay of current officers, directors and key staffLn 5$599K$528K$71K
Other salaries and wagesLn 7$29.2M$25.9M$3.3M
Pension plan contributionsLn 8$333K$271K$62K
Other employee benefitsLn 9$3.1M$2.5M$582K
Payroll taxesLn 10$2.3M$1.8M$422K
Legal feesLn 11b$46K$55$46K
Other fees for servicesLn 11g$612K$292K$319K
Advertising and promotionLn 12$175K$40K$135K
Office expensesLn 13$881K$608K$273K
Information technologyLn 14$396K$11K$385K
OccupancyLn 16$863K$716K$148K
TravelLn 17$736K$631K$105K
Conferences, conventions and meetingsLn 19$95K$85K$11K
InterestLn 20$332K$332K
Depreciation, depletion and amortizationLn 22$1.1M$13K$1.0M
InsuranceLn 23$650K$650K
Other expenses (24a–d)Ln 24$3.5M$2.9M$537K
All other expensesLn 24e$881K$710K$171K
Total functional expensesLn 25$45.7M$37.1M$8.6M$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 Viewing $45.8M$45.7M$122K$23.2M 990 PDF
FY2022 $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 M · Noncash J · Pay O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $45,795,087 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $7,325,538$8,820,424
I-9 Program service revenuePrior year $36,564,615$36,908,619
I-10 Investment incomePrior year $217,943$66,044
I-11 Other revenuePrior year $78,266$0
I-12 Total revenuePrior year $44,186,362$45,795,087
I-13 Grants and similar amounts paidPrior year $0$7,497
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $31,135,375$35,473,861
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $9,031,234$10,191,865
I-18 Total expensesPrior year $40,166,609$45,673,223
I-19 Revenue less expensesPrior year $4,019,753$121,864
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 $45,795,087 across 7 lines filed
VIII-1e Government grants$7,632,076
VIII-1f All other contributions, gifts and grants$1,188,348
VIII-1g Noncash contributions (included above)$420,836
VIII-1h Total contributions, gifts and grants$8,820,424
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $36,908,619$36,908,619
VIII-3 Investment incomeExcluded from tax $66,044$66,044
VIII-12 Total revenueRelated to mission $36,908,619 · Unrelated business $0 · Excluded from tax $66,044$45,795,087
Part IX · Statement of functional expenses $45,673,223 across 19 lines filed
IX-1 Grants to domestic organizationsPrograms $7,497$7,497
IX-5 Pay of current officers, directors and key staffPrograms $528,305 · Management $70,783$599,088
IX-7 Other salaries and wagesPrograms $25,873,512 · Management $3,299,076$29,172,588
IX-8 Pension plan contributionsPrograms $270,893 · Management $62,297$333,190
IX-9 Other employee benefitsPrograms $2,531,293 · Management $582,126$3,113,419
IX-10 Payroll taxesPrograms $1,833,844 · Management $421,732$2,255,576
IX-11b Legal feesPrograms $55 · Management $46,039$46,094
IX-11g Other fees for servicesPrograms $292,323 · Management $319,214$611,537
IX-12 Advertising and promotionPrograms $39,852 · Management $135,324$175,176
IX-13 Office expensesPrograms $607,941 · Management $273,419$881,360
IX-14 Information technologyPrograms $10,748 · Management $385,358$396,106
IX-16 OccupancyPrograms $715,585 · Management $147,717$863,302
IX-17 TravelPrograms $630,740 · Management $105,449$736,189
IX-19 Conferences, conventions and meetingsPrograms $84,778 · Management $10,527$95,305
IX-20 InterestManagement $332,357$332,357
IX-22 Depreciation, depletion and amortizationPrograms $13,093 · Management $1,044,896$1,057,989
IX-23 InsuranceManagement $650,191$650,191
IX-24 Other expenses (24a–d)Programs $2,928,423 · Management $536,943$3,465,366
IX-24e All other expensesPrograms $710,155 · Management $170,738$880,893
IX-25 Total functional expensesPrograms $37,079,037 · Management $8,594,186 · Fundraising $0$45,673,223
Part X · Balance sheet $35,530,822 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $9,699,656$3,309,762
X-2 Savings and temporary cash investmentsStart of year $943,789$5,090,880
X-3 Pledges and grants receivableStart of year $1,151,767$426,162
X-4 Accounts receivableStart of year $2,444,188$3,187,703
X-8 Inventories for sale or useStart of year $35,618$65,745
X-9 Prepaid expenses and deferred chargesStart of year $13,936$3,099
X-10c Land, buildings and equipment, netStart of year $20,958,928$22,681,968
X-15 Other assetsStart of year $176,593$765,503
X-16 Total assetsStart of year $35,424,475$35,530,822
X-17 Accounts payable and accrued expensesStart of year $3,063,345$3,411,428
X-19 Deferred revenueStart of year $7,467$5,940
X-25 Other liabilitiesStart of year $1,067,909$1,458,906
X-26 Total liabilitiesStart of year $12,378,636$12,363,119
X-27 Net assets without donor restrictionsStart of year $23,026,929$23,082,551
X-28 Net assets with donor restrictionsStart of year $18,910$85,152
X-32 Total net assets or fund balancesStart of year $23,045,839$23,167,703
X-33 Total liabilities and net assetsStart of year $35,424,475$35,530,822
Part XI · Reconciliation of net assets $23,167,703 net assets at year end
XI-1 Total revenue$45,795,087
XI-2 Total expenses$45,673,223
XI-3 Revenue less expenses$121,864
XI-4 Net assets at start of year$23,045,839
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$23,167,703

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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