BOSMA INDUSTRIES FOR THE BLIND INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BOSMA INDUSTRIES FOR THE BLIND INC (EIN 31-1246086)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-02-01
- IRS object ID
- 202400329349300115
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-01T09:23:24-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205520612 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | L M HENDERSON & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 E 96TH ST STE 200 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462403797 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311246086 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSMA INDUSTRIES FOR THE BLIND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOSM | BusinessNameControlTxt |
| Phone | 3176840600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6270 CORPORATE DRIVE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46278 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERESA WATSON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3176840600 | PhoneNum |
| Signature | 2024-01-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TERESA | PersonFirstNm |
| Person Last | WATSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES J CLINE | PreparerPersonNm |
| PTIN | P00151432 | PTIN |
| Phone | 3175661000 | PhoneNum |
| Preparation | 2024-01-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSMA ENTERPRISES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFFREY MITTMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6270 CORPORATE DRIVE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46278 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $95,316,400 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BOSMA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | BOSMA ENTERPRISES, CREATING OPPORTUNITIES FOR INDIVIDUALS WHO ARE BLIND OR VISUALLY IMPAIRED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 234 | TotalEmployeeCnt |
| Total Volunteers | 280 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $618,103 | PYContributionsGrantsAmt |
| CY Contributions Grants | $458,033 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $115,131,961 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $93,828,706 | CYProgramServiceRevenueAmt |
| PY Investment Income | $132,277 | PYInvestmentIncomeAmt |
| CY Investment Income | $803,894 | CYInvestmentIncomeAmt |
| PY Other Revenue | $634,970 | PYOtherRevenueAmt |
| CY Other Revenue | $221,838 | CYOtherRevenueAmt |
| PY Total Revenue | $116,517,311 | PYTotalRevenueAmt |
| CY Total Revenue | $95,312,471 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $896,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $784,512 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,330,413 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,236,245 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $654,264 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $95,109,111 | PYOtherExpensesAmt |
| CY Other Expenses | $80,056,143 | CYOtherExpensesAmt |
| PY Total Expenses | $104,335,524 | PYTotalExpensesAmt |
| CY Total Expenses | $90,076,900 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,181,787 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,235,571 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $91,434,320 | TotalAssetsBOYAmt |
| Total Assets EOY | $94,012,615 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,661,884 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,512,716 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $80,772,436 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $86,499,899 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BOSMA ENTERPRISES, CREATING OPPORTUNITIES FOR INDIVIDUALS WHO ARE BLIND OR VISUALLY IMPAIRED. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $76,057,855 | ExpenseAmt |
| Revenue | $92,463,237 | RevenueAmt |
| Desc | BOSMA'S MISSION IS TO CREATE OPPORTUNITIES FOR PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED. THIS IS PRIMARILY ACCOMPLISHED BY PROVIDING EMPLOYMENT OPPORTUNITIES THROUGH MANUFACTURING AND SERVICE OPERATIONS. THE ORGANIZATION IS INDIANA'S LARGEST EMPLOYER OF PEOPLE WHO ARE BLIND WITH OVER 50% OF BOSMA'S 170-PERSON WORKFORCE BEING BLIND OR VISUALLY IMPAIRED. BOSMA HAS ALSO DEVELOPED VOCATIONAL ASSESSMENT AND SKILLS TRAINING FOR THESE INDIVIDUALS IN ADDITION TO VISION REHABILITATION PROGRAMS CREATING GREATER OPPORTUNITIES FOR UPWARD MOBILITY OR EMPLOYMENT AT OTHER COMPANIES IN THE COMMUNITY. BOSMA'S EMPLOYEES HAVE PACKAGED AND SHIPPED OVER 575 MILLION EXAM AND SURGICAL GLOVES AND 240,000 KITS TO OVER 700 LOCATIONS WORLDWIDE WITH A 99.9% ACCURACY RATE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,825,686 | ExpenseAmt |
| Grant | $784,512 | GrantAmt |
| Revenue | $1,365,469 | RevenueAmt |
| Desc | BOSMA, THROUGH ITS CENTER FOR VISIONARY SOLUTIONS, IS INDIANA'S LARGEST PROVIDER OF COMPREHENSIVE VISION REHABILITATION PROGRAMS. THESE PROGRAMS PROVIDE SKILLS NEEDED FOR AN INDIVIDUAL TO LIVE INDEPENDENTLY. THESE PROGRAMS SERVE NEARLY 900 HOOSIERS EACH YEAR. BOSMA PROVIDES IN-HOME COMMUNITY-BASED SERVICES SERVING OVER 550 SENIORS TEACHING THEM SKILLS TO BE INDEPENDENT IN THEIR HOME FROM SAFELY COOKING TO MANAGING HOUSEHOLD ITEMS LIKE MEDICATIONS AND BILLS. THE PROGRAM IS ALSO EXPANDING TO SERVE MORE INDIVIDUALS THROUGH VIRTUAL AND GROUP TRAINING AT SENIOR CENTERS AND OTHER COMMUNITY ORGANIZATIONS. EMPLOYMENT IS A MAJOR CHALLENGE FOR PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED. IN FACT, 70% ARE NOT EMPLOYED. BOSMA'S COMMUNITY EMPLOYMENT SERVICES HELPED 141 PEOPLE WITH SKILLS NEEDED TO FIND GAINFUL EMPLOYMENT FROM RESUME WRITING AND INTERVIEWING TO ENSURING A WORKSPACE IS ACCESSIBLE WITH TOOLS LIKE SOFTWARE. BOSMA'S CENTER-BASED SERVICES IS A 3-5 MONTH RESIDENTIAL COMPREHENSIVE TRAINING PROGRAMS THAT SERVED NEARLY 200 PEOPLE. CLIENTS COME TO BOSMA'S REHABILITATION CENTER LOCATED IN NORTHWEST INDIANAPOLIS TO LEARN HOW TO LIVE LIFE AS SOMEONE WITH VISION LOSS. THEY LEARN SKILLS LIKE HOW TO COOK AND CLEAN, USING TEXT-TO-SPEECH SOFTWARE, NAVIGATING AN ENVIRONMENT SAFELY WITH TOOLS LIKE A WHITE CANE. BOSMA'S CENTER ALSO SERVES AS A CLEARING HOUSE FOR PEOPLE TO CALL TO FIND OUT MORE INFORMATION ABOUT AVAILABLE RESOURCES THROUGH BOSMA AND OTHER AGENCIES. LAST YEAR, THE TEAM RESPONDED TO NEARLY 1,500 REQUESTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $79,883,541 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 52 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 234 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERESA WATSON | PersonNm |
| Phone | 3176840600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6270 CORPORATE DRIVE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46278 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| JEFFREY MITTMAN | |||||||||
| PRESIDENT/CE | 40.00 | 1.00 | Yes (X) | $454,115 | $0 | $2,442 | |||
| TERESA WATSON | |||||||||
| CFO | 40.00 | Yes (X) | $226,706 | $0 | $29,370 | ||||
| DANA WERNER | |||||||||
| CHIEF OPER. | 40.00 | Yes (X) | $240,570 | $0 | $12,107 | ||||
| JAY GESHAY | |||||||||
| CSO | 40.00 | Yes (X) | $231,706 | $0 | $17,491 | ||||
| DOUGLAS PINGEL | |||||||||
| VP OPERATION | 40.00 | Yes (X) | $223,847 | $0 | $18,514 | ||||
| STEVEN FREDWELL TERM DATE 8522 | |||||||||
| VP OF COM. | 40.00 | $220,863 | $0 | $12,005 | Yes (X) | ||||
| LISE PACE | |||||||||
| VP OF EXT. A | 40.00 | Yes (X) | $210,409 | $0 | $17,183 | ||||
| JASON BAILEY | |||||||||
| CHIEF TECH. | 40.00 | Yes (X) | $189,390 | $0 | $29,202 | ||||
| JODI VIRGIL | |||||||||
| VP HUMAN RES | 40.00 | Yes (X) | $172,478 | $0 | $29,005 | ||||
| JAMES MICHAELS | |||||||||
| VP PROGRAM S | 40.00 | Yes (X) | $165,991 | $0 | $19,791 | ||||
| SHERI L HOTTLE | |||||||||
| VP OF COM. S | 40.00 | Yes (X) | $165,779 | $0 | $12,149 | ||||
| DANIEL BRILES | |||||||||
| DIR. OF COMP | 40.00 | $117,498 | $0 | $28,731 | Yes (X) | ||||
| DEDRA FLEMONS | |||||||||
| SR MNG OF BU | 40.00 | $114,221 | $0 | $23,509 | Yes (X) | ||||
| JAMES HOOPINGAMER | |||||||||
| DIR. OF DIST | 40.00 | $108,106 | $0 | $28,670 | Yes (X) | ||||
| BRANDON WELLS | |||||||||
| EXEC DIR PHI | 30.00 | 10.00 | $133,793 | $0 | $1,789 | Yes (X) | |||
| BRIAN PETRAITS | |||||||||
| DIR OF MANUF | 40.00 | $118,258 | $0 | $1,607 | Yes (X) | ||||
| CINDY ABNER | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| JEAN BARSKE | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| KEITH BERLEN | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| BART BOOK | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| BRIAN BOSMA | |||||||||
| DIRECTOR | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| STEVEN L BUCKSOT | |||||||||
| SECRETARY/TR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| CHRIS DUNLAVEY | |||||||||
| DIRECTOR | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| OSCAR A GUTIERREZ | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| KEITH ISOM | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| DONALD KOORS | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| MARK LOUGHERY | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| KEVIN MANDRELL | |||||||||
| CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| GREGORY OTTINGER | |||||||||
| VICE CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| STEPHEN M POWELL | |||||||||
| DIRECTOR | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| AMANDA ROSE | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| CONNOR SULLIVAN | |||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,093,730 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $283,565 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Federated Campaigns | $78,059 | FederatedCampaignsAmt |
| Related Organizations | $181,228 | RelatedOrganizationsAmt |
| Government Grants | $198,746 | GovernmentGrantsAmt |
| Total Contributions | $458,033 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYMENT SERVICES | 624310 | $92,463,237 | $92,463,237 |
| REHABILITATION SERVICES | 561300 | $1,365,469 | $1,365,469 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $93,828,706 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $790,046 | TotalRevenueColumnAmt |
| Exclusion | $790,046 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $68,138 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,929 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $64,209 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,209 | TotalRevenueColumnAmt |
| Exclusion | $64,209 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,848 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,848 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,848 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,848 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEE INCOME | 900099 | $600,000 | $600,000 |
| OTHER INCOME | 900099 | $44,621 | $44,621 |
| BAD DEBT RECOVERY | 900099 | $18,867 | $18,867 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$505,859 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$505,859 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $157,629 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,312,471 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $94,000,183 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $854,255 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $784,512 | TotalAmt |
| Program Services | $784,512 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,383,901 | TotalAmt |
| Program Services | $660,786 | ProgramServicesAmt |
| Management And General | $1,603,650 | ManagementAndGeneralAmt |
| Fundraising | $119,465 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $960,184 | TotalAmt |
| Program Services | $266,150 | ProgramServicesAmt |
| Management And General | $645,916 | ManagementAndGeneralAmt |
| Fundraising | $48,118 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,776,871 | TotalAmt |
| Program Services | $1,046,899 | ProgramServicesAmt |
| Management And General | $2,540,701 | ManagementAndGeneralAmt |
| Fundraising | $189,271 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,115,289 | TotalAmt |
| Program Services | $744,732 | ProgramServicesAmt |
| Management And General | $1,285,272 | ManagementAndGeneralAmt |
| Fundraising | $85,285 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,319 | TotalAmt |
| Management And General | $235,319 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,179 | TotalAmt |
| Management And General | $84,179 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,697 | TotalAmt |
| Management And General | $164,697 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,815 | TotalAmt |
| Management And General | $27,815 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $741,427 | TotalAmt |
| Management And General | $661,485 | ManagementAndGeneralAmt |
| Fundraising | $79,942 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,908 | TotalAmt |
| Program Services | $53,430 | ProgramServicesAmt |
| Management And General | $91,529 | ManagementAndGeneralAmt |
| Fundraising | $8,949 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,793 | TotalAmt |
| Program Services | $134,890 | ProgramServicesAmt |
| Management And General | $341,806 | ManagementAndGeneralAmt |
| Fundraising | $2,097 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,024 | TotalAmt |
| Program Services | $13,371 | ProgramServicesAmt |
| Management And General | $93,472 | ManagementAndGeneralAmt |
| Fundraising | $181 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25 | TotalAmt |
| Management And General | $25 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $618,436 | TotalAmt |
| Program Services | $213,895 | ProgramServicesAmt |
| Management And General | $353,727 | ManagementAndGeneralAmt |
| Fundraising | $50,814 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,670 | TotalAmt |
| Program Services | $12,483 | ProgramServicesAmt |
| Management And General | $100,292 | ManagementAndGeneralAmt |
| Fundraising | $2,895 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM RELATED COGS | $70,220,835 | $70,220,835 | ||
| COMMISSION EXPENSE | $3,126,113 | $3,126,113 | ||
| FREIGHT | $2,189,689 | $2,189,689 | ||
| SOFTWARE | $698,620 | $201,766 | $446,672 | $50,182 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,093,593 | TotalAmt |
| Program Services | $213,990 | ProgramServicesAmt |
| Management And General | $862,538 | ManagementAndGeneralAmt |
| Fundraising | $17,065 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,076,900 | TotalAmt |
| Program Services | $79,883,541 | ProgramServicesAmt |
| Management And General | $9,539,095 | ManagementAndGeneralAmt |
| Fundraising | $654,264 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,597,098 | BOYAmt |
| EOY | $48,382,905 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,327,445 | BOYAmt |
| EOY | $859,800 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,492,599 | BOYAmt |
| EOY | $6,543,486 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,497,661 | BOYAmt |
| EOY | $16,856,548 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $626,596 | BOYAmt |
| EOY | $539,489 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,853,002 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,563,430 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,906,353 | BOYAmt |
| EOY | $12,289,572 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,636,209 | BOYAmt |
| EOY | $7,551,982 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,350,359 | BOYAmt |
| EOY | $988,833 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,434,320 | BOYAmt |
| EOY | $94,012,615 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,836,775 | BOYAmt |
| EOY | $6,536,205 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $825,109 | BOYAmt |
| EOY | $976,511 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,661,884 | BOYAmt |
| EOY | $7,512,716 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,772,436 | BOYAmt |
| EOY | $86,499,899 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,772,436 | BOYAmt |
| EOY | $86,499,899 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,434,320 | BOYAmt |
| EOY | $94,012,615 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,235,571 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $491,892 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,202,569 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,358,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $384,217 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $618,103 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $458,033 | CurrentTaxYearAmt |
| Total | $4,020,940 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $72,760,811 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,373,761 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $93,457,148 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $115,684,552 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,986,335 | CurrentTaxYearAmt |
| Total | $452,262,607 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73,963,380 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $77,731,779 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $93,841,365 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $116,302,655 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $94,444,368 | CurrentTaxYearAmt |
| Total | $456,283,547 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $456,283,547 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $283,747 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $314,430 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $254,269 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $219,577 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $858,184 | CurrentTaxYearAmt |
| Total | $1,930,207 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $283,747 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $314,430 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $254,269 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $219,577 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $858,184 | CurrentTaxYearAmt |
| Total | $1,930,207 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,247,127 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $78,046,209 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $94,095,634 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $116,522,232 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $95,302,552 | CurrentTaxYearAmt |
| Total | $458,213,754 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99580 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99710 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $164,697 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $164,697 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $89,912,203 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $90,076,900 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $400,469 | CurrentYearMinus3Amt |
| Current Year Minus2 | $211,963 | CurrentYearMinus2Amt |
| Current Year Minus1 | $175,078 | CurrentYearMinus1Amt |
| Current Year | $164,697 | CurrentYearAmt |
| Total | $952,207 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,609,144 | BeginningYearBalanceAmt |
| Contributions | $249,415 | ContributionsAmt |
| Investment Earnings Or Losses | $1,265,839 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $37,153 | AdministrativeExpensesAmt |
| End Year Balance | $13,087,245 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,046,253 | BeginningYearBalanceAmt |
| Contributions | $194,875 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,591,845 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $40,139 | AdministrativeExpensesAmt |
| End Year Balance | $11,609,144 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,183,099 | BeginningYearBalanceAmt |
| Contributions | $229,784 | ContributionsAmt |
| Investment Earnings Or Losses | $2,660,856 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,039 | OtherExpendituresAmt |
| Administrative Expenses | $18,447 | AdministrativeExpensesAmt |
| End Year Balance | $13,046,253 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,292,515 | BeginningYearBalanceAmt |
| Contributions | $258,088 | ContributionsAmt |
| Investment Earnings Or Losses | $287,121 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $638,626 | OtherExpendituresAmt |
| Administrative Expenses | $15,999 | AdministrativeExpensesAmt |
| End Year Balance | $10,183,099 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,556,903 | BeginningYearBalanceAmt |
| Contributions | $17,618 | ContributionsAmt |
| Investment Earnings Or Losses | $502,599 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $768,444 | OtherExpendituresAmt |
| Administrative Expenses | $16,161 | AdministrativeExpensesAmt |
| End Year Balance | $10,292,515 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.64000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.28000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,853,996 | OtherCostOrOtherBasisAmt |
| Book Value | $2,853,996 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,654,845 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,302,941 | DepreciationAmt |
| Book Value | $8,351,904 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,367,873 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,588,337 | DepreciationAmt |
| Book Value | $779,536 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $976,288 | OtherCostOrOtherBasisAmt |
| Depreciation | $672,152 | DepreciationAmt |
| Book Value | $304,136 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,289,572 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERED COMPENSATION OBLIGATION | Desc |
| Amt | $976,511 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $976,511 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | BOSMA HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE TAX EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE). AS A RESULT, CONTRIBUTIONS MADE TO BOSMA QUALIFY AS CHARITABLE DEDUCTIONS AS DESCRIBED IN SECTION 170(C) OF THE CODE. BOSMA HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE. MANAGEMENT EVALUATES ALL TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON ITS ANNUAL INFORMATION RETURNS, INCLUDING THE POSITION THAT BOSMA CONTINUES TO QUALIFY TO BE TREATED AS A SECTION 501(C)(3) ORGANIZATION FOR BOTH FEDERAL AND STATE PURPOSES. FOR THE YEARS ENDED JUNE 30, 2023 AND JUNE 30, 2022, MANAGEMENT DOES NOT FEEL IT HAS TAKEN ANY TAX POSITIONS THAT WOULD NOT BE SUSTAINED UNDER EXAMINATION. THEREFORE, NO INTEREST OR PENALTIES HAVE BEEN ACCRUED OR CHARGED TO EXPENSE AS OF JUNE 30, 2023 AND JUNE 30, 2022, OR THE PERIODS THEN ENDED. THE ANNUAL INFORMATION RETURNS FOR BOSMA ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THEY ARE FILED. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSMA VISIONARY OPPORTUNITIES FDN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6270 CORPORATE DRIVE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46278 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 264808603 | RecipientEIN |
| Non Cash Assistance | $784,512 | NonCashAssistanceAmt |
| Non Cash Assistance | CONTRACTED SVCS | NonCashAssistanceDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|
| JEFFREY MITTMAN | |||||
| PRESIDENT/CEO | $269,199 | $159,964 | $24,952 | $2,442 | $456,557 |
| TERESA WATSON | |||||
| CFO | $145,106 | $65,060 | $16,540 | $29,370 | $256,076 |
| DANA WERNER | |||||
| CHIEF OPER. OFFICER | $155,562 | $67,700 | $17,308 | $12,107 | $252,677 |
| JAY GESHAY | |||||
| CSO | $159,103 | $53,825 | $18,778 | $17,491 | $249,197 |
| DOUGLAS PINGEL | |||||
| VP OPERATIONS | $147,683 | $61,326 | $14,838 | $18,514 | $242,361 |
| STEVEN FREDWELL TERM DATE 8522 | |||||
| VP OF COM. SALES | $178,908 | $30,748 | $11,207 | $12,005 | $232,868 |
| LISE PACE | |||||
| VP OF EXT. AFFAIRS | $134,533 | $58,583 | $17,293 | $17,183 | $227,592 |
| JASON BAILEY | |||||
| CHIEF TECH. OFFICER | $129,725 | $43,100 | $16,565 | $29,202 | $218,592 |
| JODI VIRGIL | |||||
| VP HUMAN RESOURCES | $109,299 | $46,800 | $16,379 | $29,005 | $201,483 |
| JAMES MICHAELS | |||||
| VP PROGRAM SERVICES | $116,377 | $31,070 | $18,544 | $19,791 | $185,782 |
| SHERI L HOTTLE | |||||
| VP OF COM. SALES | $121,976 | $31,161 | $12,642 | $12,149 | $177,928 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, ITEM C | BOSMA ENTERPRISES |
| FORM 990, PAGE 2, PART III, LINE 4B | BOSMA, THROUGH ITS CENTER FOR VISIONARY SOLUTIONS, IS INDIANA'S LARGEST PROVIDER OF COMPREHENSIVE VISION REHABILITATION PROGRAMS. THESE PROGRAMS PROVIDE SKILLS NEEDED FOR AN INDIVIDUAL TO LIVE INDEPENDENTLY. THESE PROGRAMS SERVE NEARLY 900 HOOSIERS EACH YEAR. BOSMA PROVIDES IN-HOME COMMUNITY-BASED SERVICES SERVING OVER 550 SENIORS TEACHING THEM SKILLS TO BE INDEPENDENT IN THEIR HOME FROM SAFELY COOKING TO MANAGING HOUSEHOLD ITEMS LIKE MEDICATIONS AND BILLS. THE PROGRAM IS ALSO EXPANDING TO SERVE MORE INDIVIDUALS THROUGH VIRTUAL AND GROUP TRAINING AT SENIOR CENTERS AND OTHER COMMUNITY ORGANIZATIONS. EMPLOYMENT IS A MAJOR CHALLENGE FOR PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED. IN FACT, 70% ARE NOT EMPLOYED. BOSMA'S COMMUNITY EMPLOYMENT SERVICES HELPED 141 PEOPLE WITH SKILLS NEEDED TO FIND GAINFUL EMPLOYMENT FROM RESUME WRITING AND INTERVIEWING TO ENSURING A WORKSPACE IS ACCESSIBLE WITH TOOLS LIKE SOFTWARE. BOSMA'S CENTER-BASED SERVICES IS A 3-5 MONTH RESIDENTIAL COMPREHENSIVE TRAINING PROGRAMS THAT SERVED NEARLY 200 PEOPLE. CLIENTS COME TO BOSMA'S REHABILITATION CENTER LOCATED IN NORTHWEST INDIANAPOLIS TO LEARN HOW TO LIVE LIFE AS SOMEONE WITH VISION LOSS. THEY LEARN SKILLS LIKE HOW TO COOK AND CLEAN, USING TEXT-TO-SPEECH SOFTWARE, NAVIGATING AN ENVIRONMENT SAFELY WITH TOOLS LIKE A WHITE CANE. BOSMA'S CENTER ALSO SERVES AS A CLEARING HOUSE FOR PEOPLE TO CALL TO FIND OUT MORE INFORMATION ABOUT AVAILABLE RESOURCES THROUGH BOSMA AND OTHER AGENCIES. LAST YEAR, THE TEAM RESPONDED TO NEARLY 1,500 REQUESTS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF FORM 990 IS PROVIDED TO THE FINANCE/AUDIT COMMITTEE PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY CONTINUOUS MONITORING BY THE GOVERNANCE COMMITTEE AS WELL AS DISCUSSED AT BOARD MEETINGS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE PROCESS FOR DETERMINING COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE PROCESS FOR DETERMINING COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE FINANCE/AUDIT COMMITTEE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOSMA VISIONARY FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6270 CORPORATE DRIVE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264808603 | EIN |
| Primary Activities | SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 12A | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BOSMA VISIONARY OPPORTUNITIES FDN | ||
| L | $600,000 | COST |
| BOSMA VISIONARY OPPORTUNITIES FDN | ||
| C | $181,228 | FAIR MARKET VALUE |
| BOSMA VISIONARY OPPORTUNITIES FDN | ||
| B | $784,512 | FAIR MARKET VALUE |
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