2025-05-15T09:38:08-05:00 2024-06-30 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2023-07-01 351017753 BONA VISTA PROGRAMS INC BONA 7654578273 PO BOX 2496 KOKOMO IN 469042496 SHANNON COLLINS CFO 7654578273 2025-05-15 1 1 EMILIE M KNIERIEM CPA P01330194 3176334705 2025-05-15 2023 2025-03-06 01:10:19Z BRIANNE BOLES PO BOX 2496 KOKOMO IN 469042496 16606290 0 X WWW.BONAVISTA.ORG X 1958 IN BUILDING THE FOUNDATION OF SUCCESS FOR CHILDREN AND ADULTS OF ALL ABILITIES. 8 8 0 108 0 0 0 1752606 0 13830042 167781 833956 0 189686 167781 16606290 0 0 0 0 0 10765094 0 0 0 0 2410856 0 13175950 167781 3430340 17097560 20832433 0 304533 17097560 20527900 WE BUILD THE FOUNDATION OF SUCCESS FOR CHILDREN AND ADULTS, REGARDLESS OF ABILITIES, THROUGH ENCOURAGEMENT, INDEPENDENCE, AND INCLUSION, IN REACHING THEIR MAXIMUM POTENTIAL. 0 0 7287282 8835614 SUPPORTED LIVING SERVICES: DEVELOPMENTALLY DISABLED PERSONS ARE SERVED BY PROVIDING INTENSIVE AND BASIC DEVELOPMENTAL GROUP LIVING ARRANGEMENTS AND INDEPENDENT LIVING ARRANGEMENTS. 215 INDIVIDUALS WERE ASSISTED DURING THE FISCAL YEAR. 1834241 2223963 ADULT SERVICES: DEVELOPMENTALLY DELAYED INTELLECTUALLY AND PHYSICALLY CHALLENGED ADULTS ARE SERVED BY PROVIDING HABILITATION, WORK, SUPPORTED EMPLOYMENT AND JOB PLACEMENT SERVICES. 789 ADULTS RECEIVED SERVICES DURING THE FISCAL YEAR. 2019367 2448421 CHILDREN'S SERVICES: DEVELOPMENTALLY DELAYED INTELLECUTALLY AND PHYSICALLY CHALLENGED CHILDREN ARE SERVED BY PROVIDING EARLY INTERVENTION SERVICES IN BOTH A CLASSROOM AS WELL AS A HOMEBOUND SETTING. TYPICAL PRESCHOOL SERVICES ARE PROVIDED TO CHILDREN FROM AGE 2 TO 5. A TOTAL OF 407 CHILDREN RECEIVED SERVICES DURING THE FISCAL YEAR. 418680 507642 418680 507642 11559570 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X SHANNON COLLINS CPA CFO 7654578273 PO BOX 2496 KOKOMO IN 46904 BRIAN PIER CHAIRPERSON 1.00 X X 0 0 0 DAVID SCHULZ VICE CHAIR 1.00 X X 0 0 0 ROB KINCAID SECRETARY 1.00 X X 0 0 0 DAWN BECK BOARD MEMBER 1.00 X 0 0 0 DOTTIE KNEPLY BOARD MEMBER 1.00 X 0 0 0 LAURA CARDWELL BOARD MEMBER 1.00 X 0 0 0 CISCO GONZALES BOARD MEMBER 1.00 X 0 0 0 JACK HINGST BOARD MEMBER 1.00 X 0 0 0 BRIANNE BOLES PRESIDENT 40.00 X 0 153113 5925 SHANNON COLLINS CFO 40.00 X 0 122594 12161 L SHANE BURTON CEO 40.00 X 0 226317 1722 MELVIN FIELDS COO 40.00 X 0 98106 0 0 600130 19808 0 0 1 0 0 1713739 38867 1752606 PROGRAM SERVICE FEES 623000 13541328 13541328 SCHOOL CORPORATIONS 623000 285836 285836 WORK CONTRACT INCOME 900099 2878 2878 13830042 225557 225557 185398 0 185398 185398 185398 608399 0 608399 608399 608399 VENDING INCOME 812300 4088 4088 200 200 4288 16606290 14015640 0 838044 X 8709969 7747580 962389 22486 20001 2485 1274102 1133323 140779 758537 674724 83813 67297 67297 441246 344993 96253 9142 8100 1042 237947 207551 30396 397392 358811 38581 117500 110650 6850 56372 15449 40923 202117 160178 41939 152433 135060 17373 MEDICAL SUPPLIES 433326 377971 55355 REPAIRS AND MAINTENANCE 168118 151796 16322 DUES & SUB. 15427 13669 1758 TAXES, LICENSES, AND FE 13641 12086 1555 98898 87628 11270 13175950 11559570 1616380 0 469854 0 15693637 7731279 8076027 7962358 7831787 9588464 719892 3281611 17097560 20832433 0 304533 0 304533 X 17097560 20527900 0 0 17097560 20527900 17097560 20832433 3430340 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3584760 3584760 3584760 3584760 3584760 3584760 3584760 3584760 3603407 18647 3584760 0 0 675828 675828 13328503 7545651 5782852 1689306 185628 1503678 7962358 DUE FROM DSI 3281611 3281611 X PART V, LINE 4: THE ORGANIZATION HAS TEMPORARILY RESTRICTED NET ASSETS RESULTING FROM CONTRIBUTIONS AND OTHER INFLOWS OF ASSETS WHOSE USE IS LIMITED BY DONOR-IMPOSED STIPULATIONS THAT EITHER EXPIRE BY THE PASSAGE OF TIME OR BY ACTIONS OF THE ORGANIZATION. THE TEMPORARILY RESTRICTED NET ASSETS ARE TO BE USED FOR AFFORDABLE HOUSING FOR QUALIFYING TENANTS. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY BONA VISTA AND RECOGNIZE A TAX LIABILITY IF BONA VISTA HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY BONA VISTA, AND HAS CONCLUDED THAT AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. BONA VISTA IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION'S NONDISCRIMINATORY POLICY IS ON THE WEBSITE. ALSO, IT IS STATED IN THE PARENT HANDBOOK PROVIDED TO ALL PARENTS. SCHEDULE E, PART I, LINE 6 BONA VISTA RECEIVES SUBSTANTIALLY ALL OF ITS GRANT AND CONTRACT REVENUE FROM FEDERAL AND STATE AGENCIES. FOR MANY PROGRAMS, PAYMENT FOR THE SERVICES RENDERED IS BASED UPON "ALLOWABLE COST" AS DEFINED BY EACH PROGRAM'S REGULATIONS, AND IS SUBJECT TO FINANCIAL AUDIT BY THE PROGRAM INTERMEDIARY. PAYMENT FOR SERVICES RENDERED IS BASED UPON HISTORICAL SPENDING INCREASED BY AN INFLATION FACTOR AS DETERMINED BY THE CENTER FOR MEDICARE AND MEDICAID SERVICES AND AS DEFINED BY THE PROGRAM REGULATIONS. 0 0 0 0 0 0 0 0 0 L SHANE BURTON CEO 0 206317 0 20000 0 0 0 0 0 1722 0 228039 0 0 BRIANNE BOLES PRESIDENT 0 132393 0 20720 0 0 0 0 0 5925 0 159038 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE TWO CLASSES OF MEMBERS: CLASS A AND CLASS B. DSI DIVERSIFIED SOLUTIONS, INC. SHALL BE THE SOLE CLASS A MEMBER OF THE CORPORATION (THE "CORPORATE MEMBER"), ALL CLASS B MEMBERS SHALL HAVE THE SAME RIGHTS, PRIVELEGES, DUTIES, LIABILITIES, LIMITATIONS, AND RESTRICTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE PROVIDED TO THE ORGANIZATION'S BOARD MEMBERS AFTER THE RETURN IS SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IF A BOARD MEMBER HAS DISCLOSED A CONFLICT, THEN THAT BOARD MEMBER WILL BE REQUIRED TO ABSTAIN FROM ANY VOTE PERTAINING TO THE ISSUE. IN REGARDS TO CONFLICTS THAT WERE NOT DISCLOSED THAT MAY ARISE, THE AGENCY WILL MONITOR LOCAL NEWSPAPERS FOR ISSUES REGARDING BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE DSI DIVERSIFIED SOLUTIONS, INC. BOARD OF DIRECTORS ESTABLISHES THE COMPENSATION OF THE CEO. THE CEO OF DSI DIVERSIFIED SOLUTIONS, INC. DETEREMINES ALL EMPLOYEE'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES MAKE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX THE PARENT COMPANY TO BONA VISTA PROGRAMS, INC., DSI - DEVELOPMENTAL SERVICES, INC., IS THE COMMON PAYMASTER FOR THE ORGANIZATION. FORM 990, PART XI, LINE 2C, OVERSIGHT OF AUDIT: THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF INDEPENDENT ACCOUNTANT; NO PROCESSES HAVE CHANGED FROM PRIOR YEAR. 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