2024-05-14T14:41:05-05:00 2023-06-30 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2022-07-01 351017753 BONA VISTA PROGRAMS INC BONA 7654578273 PO BOX 2496 KOKOMO IN 469042496 BRIANNE BOLES PRESIDENT 7654578273 2024-05-14 1 BRIANNE BOLES 999009999 0 EMILIE M KNIERIEM CPA P01330194 3176334705 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRIANNE BOLES PO BOX 2496 KOKOMO IN 469042496 167781 0 X WWW.BONAVISTA.ORG X 1958 IN BUILDING THE FOUNDATION OF SUCCESS FOR CHILDREN AND ADULTS OF ALL ABILITIES. 10 10 0 225 0 0 4192137 0 6102260 0 2614168 167781 219578 0 13128143 167781 0 0 0 0 6015243 0 0 0 0 1630082 0 7645325 0 5482818 167781 20944571 17097560 0 0 20944571 17097560 X 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 SUPPORTED LIVING SERVICES: DEVELOPMENTALLY DISABLED PERSONS ARE SERVED BY PROVIDING INTENSIVE AND BASIC DEVELOPMENTAL GROUP LIVING ARRANGEMENTS AND INDEPENDENT LIVING ARRANGEMENTS. 200 INDIVIDUALS WERE ASSISTED DURING THE FISCAL YEAR. ADULT SERVICES: DEVELOPMENTALLY DELAYED INTELLECTUALLY AND PHYSICALLY CHALLENGED ADULTS ARE SERVED BY PROVIDING HABILITATION, WORK, SUPPORTED EMPLOYMENT AND JOB PLACEMENT SERVICES. 825 ADULTS RECEIVED SERVICES DURING THE FISCAL YEAR. 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 430 CHILDREN RECEIVED SERVICES DURING THE FISCAL YEAR. FIRST STEPS THERAPY SERVICES: CHILDREN WITH FUNCTIONAL LIMITATIONS ARE SERVED BY PROVIDING DEVELOPMENTAL SERVICES. A TOTAL OF 75 INDIVIDUALS WERE SERVED DURING THE FISCAL YEAR. 1 0 0 0 0 0 0 0 0 1 1 0 0 0 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 10 10 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 IN X SHANNON COLLINS CPA CFO 7654578273 PO BOX 2496 KOKOMO IN 46904 BRIANNE BOLES PRESIDENT 40.00 X 0 144334 16537 SHANNON COLLINS CFO 40.00 X 0 120581 20868 JACK HINGST CHAIRPERSON 1.00 X X 0 0 0 KEVIN JOHNSTON CHAIRPERSON (END 12/22) 1.00 X X 0 0 0 BRIAN PIER VICE CHAIR/TREASURER 1.00 X X 0 0 0 PEDRO CASTILLO TREASURER (END 12/22) 1.00 X X 0 0 0 CISCO GONZALES SECRETARY 1.00 X X 0 0 0 STEPHANIE ODEN SECRETARY (END 12/22) 1.00 X X 0 0 0 KEVIN O'KEEFE PAST BOARD CHAIR (END 12/22) 1.00 X X 0 0 0 DAWN BECK BOARD MEMBER 1.00 X 0 0 0 DOTTIE KNEPLEY BOARD MEMBER 1.00 X 0 0 0 GREG STEPHENS BOARD MEMBER 1.00 X 0 0 0 SALLY VYAIN BOARD MEMBER 1.00 X 0 0 0 LAURA CARDWELL BOARD MEMBER (BEG 12/22) 1.00 X 0 0 0 ROB KINCAID BOARD MEMBER (BEG 2/23) 1.00 X 0 0 0 DAVID SCHULZ BOARD MEMBER (BEG 12/22) 1.00 X 0 0 0 CRAIG HARTS BOARD MEMBER (END 12/22) 1.00 X 0 0 0 BRANDON BISHOP BOARD MEMBER (END 12/22) 1.00 X 0 0 0 0 264915 37405 0 0 1 0 0 167781 167781 167781 0 0 167781 0 0 0 0 156618 469854 15693637 7617610 8389263 8076027 7664006 7831787 4734684 719892 20944571 17097560 0 0 X 17359811 17097560 3584760 0 20944571 17097560 20944571 17097560 X 167781 -4014792 X X 0 1 X 1 0 X 3584760 3584760 3584760 3584760 3584760 3584760 3603407 18647 3584760 3582140 21267 3603407 0 0 675828 675828 13328503 6166148 7162355 1689306 1451462 237844 8076027 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, 2022 AND 2021, 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 BRIANNE BOLES PRESIDENT 0 124885 0 19449 0 0 0 0 0 16537 0 160871 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 XI, LINE 9: NET ASSET TRANSFER TO RELATED PARTY DEVELOPMENTAL SERVICES, INC. -4,014,792. 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. FORM 990, PART XI, LINE 9 DURING 2022, DSI DIVERSIFIED SOLUTIONS, INC. BECAME THE SOLE CORPORATE MEMBER OF BONA VISTA PROGRAMS, INC. STARTING IN FY24, BONA VISTA PROGRAMS, INC. WILL BE INCLUDED IN THE GROUP FILING OF FORM 990. DSI DIVERSIFIED SOLUTIONS INC 2920 TENTH STREET COLUMBUS IN 47201 822656495 PROVIDE SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS IN 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0