Civic Intelligence

Bona Vista Programs Inc

990 • Fiscal year 2024 • EIN 35-1017753

Jul 01, 2023 to Jun 30, 2024 • Filed on May 15, 2025

PO Box 2496Kokomo, IN 46904-2496

(765) 457-8273

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

18th percentile

0.01x

Higher debt load relative to assets than 18% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

12th percentile

0.02x

Higher debt load relative to revenue than 12% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$228,039

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

83rd percentile

22%

Faster asset growth than 83% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

9798%

Faster revenue growth than 100% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$20,832,433

Up $3,734,873 (+22%) from 2023

Net Assets

Up

$20,527,900

Up $3,430,340 (+20%) from 2023

Liabilities

Up

$304,533

Up $304,533 from 2023

Revenue

Up

$16,606,290

Up $16,438,509 (+9798%) from 2023

Expenses

Up

$13,175,950

Up $13,175,950 from 2023

Net Income

Up

$3,430,340

Up $3,262,559 (+1945%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $9,315,985Liabilities 2011: $3,383,220Net Assets 2011: $5,932,7652011Assets 2012: $9,458,325Liabilities 2012: $2,864,734Net Assets 2012: $6,593,5912012Assets 2013: $9,821,600Liabilities 2013: $2,757,844Net Assets 2013: $7,063,7562013Assets 2014: $9,582,869Liabilities 2014: $1,832,019Net Assets 2014: $7,750,8502014Assets 2015: $11,096,042Liabilities 2015: $1,812,003Net Assets 2015: $9,284,0392015Assets 2016: $11,980,610Liabilities 2016: $1,943,788Net Assets 2016: $10,036,8222016Assets 2017: $12,140,600Liabilities 2017: $1,924,815Net Assets 2017: $10,215,7852017Assets 2018: $13,596,496Liabilities 2018: $2,174,464Net Assets 2018: $11,422,0322018Assets 2019: $13,910,692Liabilities 2019: $2,254,541Net Assets 2019: $11,656,1512019Assets 2020: $17,617,422Liabilities 2020: $4,576,690Net Assets 2020: $13,040,7322020Assets 2021: $19,070,860Liabilities 2021: $4,075,966Net Assets 2021: $14,994,8942021Assets 2022: $20,944,571Liabilities 2022: $0Net Assets 2022: $20,944,5712022Assets 2023: $17,097,560Liabilities 2023: $0Net Assets 2023: $17,097,5602023Assets 2024: $20,832,433Liabilities 2024: $304,533Net Assets 2024: $20,527,9002024

Highlighted filing

2024

Assets$20,832,433
Liabilities$304,533
Net Assets$20,527,900

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0Expenses 2011: $14,943,3782011Expenses 2012: $14,986,3842012Expenses 2013: $15,321,0162013Revenue 2014: $16,293,826Expenses 2014: $15,794,647Net Income 2014: $499,1792014Revenue 2015: $19,117,717Expenses 2015: $17,239,151Net Income 2015: $1,878,5662015Revenue 2016: $19,440,637Expenses 2016: $18,312,221Net Income 2016: $1,128,4162016Revenue 2017: $17,979,089Expenses 2017: $17,855,805Net Income 2017: $123,2842017Revenue 2018: $18,671,159Expenses 2018: $17,395,946Net Income 2018: $1,275,2132018Revenue 2019: $16,933,589Expenses 2019: $16,705,614Net Income 2019: $227,9752019Revenue 2020: $16,798,744Expenses 2020: $14,858,858Net Income 2020: $1,939,8862020Revenue 2021: $15,130,764Expenses 2021: $14,126,668Net Income 2021: $1,004,0962021Revenue 2022: $13,128,143Expenses 2022: $7,645,325Net Income 2022: $5,482,8182022Revenue 2023: $167,781Expenses 2023: $0Net Income 2023: $167,7812023Revenue 2024: $16,606,290Expenses 2024: $13,175,950Net Income 2024: $3,430,3402024

Highlighted filing

2024

Revenue$16,606,290
Expenses$13,175,950
Net Income$3,430,340
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$16,606,290
Mission and Program Overview

Mission

Building the foundation of success for children and adults of all abilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,831,787$9,588,464▲ $1,756,677
Land, Buildings, and Equipment, Net$8,076,027$7,962,358▼ $113,669
Accounts Receivable$469,854$0▼ $469,854
Total Assets$17,097,560$20,832,433▲ $3,734,873
Other Assets Total$719,892$3,281,611▲ $2,561,719
Liabilities
Accounts Payable and Accrued Expenses$0$304,533▲ $304,533
Total Liabilities$0$304,533▲ $304,533
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$17,097,560$20,527,900▲ $3,430,340
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$17,097,560$20,527,900▲ $3,430,340
Total Liabilities and Net Assets / Fund Balance$17,097,560$20,832,433▲ $3,734,873

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,782,852$7,545,651$13,328,503
Equipment$1,503,678$185,628$1,689,306
Land$675,828-$675,828
Other Assets Org$3,281,611--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$3,584,760---$3,584,760
2022$3,584,760---$3,584,760
2021$3,584,760---$3,584,760
2020$3,584,760---$3,584,760
2019$3,603,407---$3,584,760
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Shannon CollinsCFOFT$134,755$134,755
Melvin FieldsCOOFT$98,106$98,106

Board Members and Trustees

NameTitle
Brian PierChairperson
Brianne BolesPresident
David SchulzVice Chair
Cisco GonzalesBoard Member
Dawn BeckBoard Member
Dottie KneplyBoard Member
Jack HingstBoard Member
Laura CardwellBoard Member
L Shane BurtonCEO
Rob KincaidSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,752,606
Program Service Revenue
$13,830,042
Investment Income
$833,956
Other Revenue
$189,686
All Other Contributions
$38,867
Change in Net Assets
$3,430,340
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$10,765,094
Other Expenses$2,410,856
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,747,580$962,389-$8,709,969
Other Employee Benefits$1,133,323$140,779-$1,274,102
Payroll Taxes$674,724$83,813-$758,537
Fees for Services Other$344,993$96,253-$441,246
Occupancy$358,811$38,581-$397,392
Office Expenses$207,551$30,396-$237,947
Depreciation Depletion$160,178$41,939-$202,117
Insurance$135,060$17,373-$152,433
Travel$110,650$6,850-$117,500
All Other Expenses$87,628$11,270-$98,898
Fees for Services Accounting-$67,297-$67,297
Conferences and Meetings$15,449$40,923-$56,372
Pension Plan Contributions$20,001$2,485-$22,486
Other Expenses$12,086$1,555-$13,641
Advertising$8,100$1,042-$9,142
Total Functional Expenses$11,559,570$1,616,380$0$13,175,950
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.

Filing and Contact Details

Filer

Filer Name
Bona Vista Programs Inc
EIN
35-1017753
Phone
7654578273
Address
PO BOX 2496, KOKOMO, IN 46904-2496

Signing Officer

Name
Shannon Collins
Title
CFO
Phone
7654578273
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brianne Boles
Formed
1958
Legal Domicile
In
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
108

Preparer

Firm
Blue & Co LLC
Address
500 N MERIDIAN ST SUITE 200, INDIANAPOLIS, IN 46204
Preparer
Emilie M Knieriem CPA
Phone
3176334705
Supplemental Narrative

Additional Explanations

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.

Financial Statement Notes

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.

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IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0200
IRS990/MissionDesc0WE BUILD THE FOUNDATION OF SUCCESS FOR CHILDREN AND ADULTS, REGARDLESS OF ABILITIES, THROUGH ENCOURAGEMENT, INDEPENDENCE, AND INCLUSION, IN REACHING THEIR MAXIMUM POTENTIAL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt017097560
IRS990/NetAssetsOrFundBalancesEOYAmt020527900
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0608399
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0608399
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0185398
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0185398
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt017097560
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt020527900
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt038581
IRS990/OccupancyGrp/ProgramServicesAmt0358811
IRS990/OccupancyGrp/TotalAmt0397392
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt030396
IRS990/OfficeExpensesGrp/ProgramServicesAmt0207551
IRS990/OfficeExpensesGrp/TotalAmt0237947
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0719892
IRS990/OtherAssetsTotalGrp/EOYAmt03281611
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0140779
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01133323
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01274102
IRS990/OtherExpensesGrp/Desc0MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2DUES & SUB.
IRS990/OtherExpensesGrp/Desc3TAXES, LICENSES, AND FE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt055355
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt116322
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21758
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31555
IRS990/OtherExpensesGrp/ProgramServicesAmt0377971
IRS990/OtherExpensesGrp/ProgramServicesAmt1151796
IRS990/OtherExpensesGrp/ProgramServicesAmt213669
IRS990/OtherExpensesGrp/ProgramServicesAmt312086
IRS990/OtherExpensesGrp/TotalAmt0433326
IRS990/OtherExpensesGrp/TotalAmt1168118
IRS990/OtherExpensesGrp/TotalAmt215427
IRS990/OtherExpensesGrp/TotalAmt313641
IRS990/OtherRevenueMiscGrp/BusinessCd0812300
IRS990/OtherRevenueMiscGrp/Desc0VENDING INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt04088
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04088
IRS990/OtherRevenueTotalAmt04288
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0962389
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07747580
IRS990/OtherSalariesAndWagesGrp/TotalAmt08709969
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt083813
IRS990/PayrollTaxesGrp/ProgramServicesAmt0674724
IRS990/PayrollTaxesGrp/TotalAmt0758537
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02485
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt020001
IRS990/PensionPlanContributionsGrp/TotalAmt022486
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BRIANNE BOLES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc1SCHOOL CORPORATIONS
IRS990/ProgramServiceRevenueGrp/Desc2WORK CONTRACT INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013541328
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1285836
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22878
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013541328
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1285836
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22878
IRS990/ProgSrvcAccomActy2Grp/Desc0ADULT 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01834241
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02223963
IRS990/ProgSrvcAccomActy3Grp/Desc0CHILDREN'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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02019367
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt02448421
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0418680
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0507642
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0167781
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0167781
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt00
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0167781
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt03430340
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0185398
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt08835614
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt05782852
IRS990ScheduleD/BuildingsGrp/DepreciationAmt07545651
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt013328503
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03584760
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03584760
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03584760
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03584760
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03584760
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03584760
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03584760
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03584760
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03603407
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03584760
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt018647
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01503678
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0185628
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01689306
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0675828
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0675828
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt03281611
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM DSI
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ACCOUNTING 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07962358
IRS990ScheduleD/TotalBookValueOtherAssetsAmt03281611
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S NONDISCRIMINATORY POLICY IS ON THE WEBSITE. ALSO, IT IS STATED IN THE PARENT HANDBOOK PROVIDED TO ALL PARENTS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1BONA 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.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.8$0.30$20.5$16.6$13.2$3.43
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.1$0.00$17.1$0.17$0.00$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.9$0.00$20.9$13.1$7.65$5.48
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.1$4.08$15.0$15.1$14.1$1.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$4.58$13.0$16.8$14.9$1.94
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.9$2.25$11.7$16.9$16.7$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$2.17$11.4$18.7$17.4$1.28
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.1$1.92$10.2$18.0$17.9$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$1.94$10.0$19.4$18.3$1.13
2015Detailed filing. Detailed filing data is available for this year.$11.1$1.81$9.28$19.1$17.2$1.88
2014Detailed filing. Detailed filing data is available for this year.$9.58$1.83$7.75$16.3$15.8$0.50
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.82$2.76$7.06$15.3
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.46$2.86$6.59$15.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.32$3.38$5.93$14.9