2024-02-01T09:23:24-05:00 2023-06-30 205520612 L M HENDERSON & COMPANY LLP 450 E 96TH ST STE 200 INDIANAPOLIS IN 462403797 990 2022-07-01 311246086 BOSMA INDUSTRIES FOR THE BLIND INC BOSM 3176840600 6270 CORPORATE DRIVE INDIANAPOLIS IN 46278 TERESA WATSON CFO 3176840600 2024-01-08 true TERESA WATSON 999009999 false JAMES J CLINE P00151432 3175661000 2024-01-08 2022 2023-04-26 12:10:37Z BOSMA ENTERPRISES JEFFREY MITTMAN 6270 CORPORATE DRIVE INDIANAPOLIS IN 46278 95316400 false X WWW.BOSMA.ORG X 1988 IN BOSMA ENTERPRISES, CREATING OPPORTUNITIES FOR INDIVIDUALS WHO ARE BLIND OR VISUALLY IMPAIRED. 17 14 234 280 0 618103 458033 115131961 93828706 132277 803894 634970 221838 116517311 95312471 896000 784512 0 8330413 9236245 0 654264 95109111 80056143 104335524 90076900 12181787 5235571 91434320 94012615 10661884 7512716 80772436 86499899 X BOSMA ENTERPRISES, CREATING OPPORTUNITIES FOR INDIVIDUALS WHO ARE BLIND OR VISUALLY IMPAIRED. false false 76057855 92463237 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. 3825686 784512 1365469 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. 79883541 true true false true false false false false false true true false false false true true false true false false false false false true false false false true false true false false false false false false false false false false false false false true false false false true 52 0 true 234 true false false false false false false false false false false false false false false X 17 14 false false false false false false false true true false false true true true true true true true true false IN X TERESA WATSON 3176840600 6270 CORPORATE DRIVE INDIANAPOLIS IN 46278 JEFFREY MITTMAN PRESIDENT/CE 40.00 1.00 X 454115 0 2442 TERESA WATSON CFO 40.00 X 226706 0 29370 DANA WERNER CHIEF OPER. 40.00 X 240570 0 12107 JAY GESHAY CSO 40.00 X 231706 0 17491 DOUGLAS PINGEL VP OPERATION 40.00 X 223847 0 18514 STEVEN FREDWELL TERM DATE 8522 VP OF COM. 40.00 X 220863 0 12005 LISE PACE VP OF EXT. A 40.00 X 210409 0 17183 JASON BAILEY CHIEF TECH. 40.00 X 189390 0 29202 JODI VIRGIL VP HUMAN RES 40.00 X 172478 0 29005 JAMES MICHAELS VP PROGRAM S 40.00 X 165991 0 19791 SHERI L HOTTLE VP OF COM. S 40.00 X 165779 0 12149 DANIEL BRILES DIR. OF COMP 40.00 X 117498 0 28731 DEDRA FLEMONS SR MNG OF BU 40.00 X 114221 0 23509 JAMES HOOPINGAMER DIR. OF DIST 40.00 X 108106 0 28670 BRANDON WELLS EXEC DIR PHI 30.00 10.00 X 133793 0 1789 BRIAN PETRAITS DIR OF MANUF 40.00 X 118258 0 1607 CINDY ABNER DIRECTOR 1.00 X 0 0 0 JEAN BARSKE DIRECTOR 1.00 X 0 0 0 KEITH BERLEN DIRECTOR 1.00 X 0 0 0 BART BOOK DIRECTOR 1.00 X 0 0 0 BRIAN BOSMA DIRECTOR 1.00 1.00 X 0 0 0 STEVEN L BUCKSOT SECRETARY/TR 1.00 X X 0 0 0 CHRIS DUNLAVEY DIRECTOR 1.00 1.00 X 0 0 0 OSCAR A GUTIERREZ DIRECTOR 1.00 X 0 0 0 KEITH ISOM DIRECTOR 1.00 X 0 0 0 DONALD KOORS DIRECTOR 1.00 X 0 0 0 MARK LOUGHERY DIRECTOR 1.00 X 0 0 0 KEVIN MANDRELL CHAIR 1.00 1.00 X X 0 0 0 GREGORY OTTINGER VICE CHAIR 1.00 1.00 X X 0 0 0 STEPHEN M POWELL DIRECTOR 1.00 1.00 X 0 0 0 AMANDA ROSE DIRECTOR 1.00 X 0 0 0 CONNOR SULLIVAN DIRECTOR 1.00 X 0 0 0 3093730 283565 16 true true false 78059 181228 198746 458033 EMPLOYMENT SERVICES 624310 92463237 92463237 REHABILITATION SERVICES 561300 1365469 1365469 93828706 790046 790046 68138 3929 64209 64209 64209 13848 13848 13848 13848 MANAGEMENT FEE INCOME 900099 600000 600000 OTHER INCOME 900099 44621 44621 BAD DEBT RECOVERY 900099 18867 18867 -505859 -505859 157629 95312471 94000183 854255 784512 784512 2383901 660786 1603650 119465 960184 266150 645916 48118 3776871 1046899 2540701 189271 2115289 744732 1285272 85285 235319 235319 84179 84179 164697 164697 27815 27815 741427 661485 79942 153908 53430 91529 8949 478793 134890 341806 2097 107024 13371 93472 181 25 25 618436 213895 353727 50814 115670 12483 100292 2895 PROGRAM RELATED COGS 70220835 70220835 COMMISSION EXPENSE 3126113 3126113 FREIGHT 2189689 2189689 SOFTWARE 698620 201766 446672 50182 1093593 213990 862538 17065 90076900 79883541 9539095 654264 27597098 48382905 1327445 859800 7492599 6543486 34497661 16856548 626596 539489 20853002 8563430 12906353 12289572 5636209 7551982 1350359 988833 91434320 94012615 9836775 6536205 825109 976511 10661884 7512716 X 80772436 86499899 80772436 86499899 91434320 94012615 5235571 491892 X false true X true false X 1202569 1358018 384217 618103 458033 4020940 72760811 76373761 93457148 115684552 93986335 452262607 73963380 77731779 93841365 116302655 94444368 456283547 456283547 283747 314430 254269 219577 858184 1930207 283747 314430 254269 219577 858184 1930207 74247127 78046209 94095634 116522232 95302552 458213754 0.99580 0.99710 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 164697 164697 89912203 90076900 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 400469 211963 175078 164697 952207 250000 250000 250000 250000 1000000 1500000 11609144 249415 1265839 37153 13087245 13046253 194875 -1591845 40139 11609144 10183099 229784 2660856 9039 18447 13046253 10292515 258088 287121 638626 15999 10183099 10556903 17618 502599 768444 16161 10292515 0.64000 0.28000 0.08000 false true true 2853996 2853996 11654845 3302941 8351904 5367873 4588337 779536 976288 672152 304136 12289572 DEFERED COMPENSATION OBLIGATION 976511 976511 X SCHEDULE D, PAGE 3, PART X 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. false true BOSMA VISIONARY OPPORTUNITIES FDN 6270 CORPORATE DRIVE INDIANAPOLIS IN 46278 264808603 784512 CONTRACTED SVCS 1 X X X false false false false false false false false false JEFFREY MITTMAN PRESIDENT/CEO 269199 159964 24952 2442 456557 TERESA WATSON CFO 145106 65060 16540 29370 256076 DANA WERNER CHIEF OPER. OFFICER 155562 67700 17308 12107 252677 JAY GESHAY CSO 159103 53825 18778 17491 249197 DOUGLAS PINGEL VP OPERATIONS 147683 61326 14838 18514 242361 STEVEN FREDWELL TERM DATE 8522 VP OF COM. SALES 178908 30748 11207 12005 232868 LISE PACE VP OF EXT. AFFAIRS 134533 58583 17293 17183 227592 JASON BAILEY CHIEF TECH. OFFICER 129725 43100 16565 29202 218592 JODI VIRGIL VP HUMAN RESOURCES 109299 46800 16379 29005 201483 JAMES MICHAELS VP PROGRAM SERVICES 116377 31070 18544 19791 185782 SHERI L HOTTLE VP OF COM. SALES 121976 31161 12642 12149 177928 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. THE BOSMA VISIONARY FOUNDATION INC 6270 CORPORATE DRIVE INDIANAPOLIS IN 46268 264808603 SUPPORT IN 501C3 12A N/A false false true true false false false false false false false false true true true true true true false false BOSMA VISIONARY OPPORTUNITIES FDN L 600000 COST BOSMA VISIONARY OPPORTUNITIES FDN C 181228 FAIR MARKET VALUE BOSMA VISIONARY OPPORTUNITIES FDN B 784512 FAIR MARKET VALUE