BOSMA VISIONARY OPPORTUNITIES FOUNDATION INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BOSMA VISIONARY OPPORTUNITIES FOUNDATION INC (EIN 26-4808603)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-02-01
IRS object ID
202440329349300509
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-02-01T09:23:24-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205520612PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1L M HENDERSON & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1450 E 96TH ST STE 200AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP462403797ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN264808603EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BOSMA VISIONARY OPPORTUNITIESBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBOSMBusinessNameControlTxt
Phone3176840600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16270 CORPORATE DRIVEAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46278ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRANDON WELLSPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone3176840600PhoneNum
Signature2023-12-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRANDONPersonFirstNm
Person LastWELLSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES J CLINEPreparerPersonNm
PTINP00151432PTIN
Phone3175661000PhoneNum
Preparation2023-12-18PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBRIAN BOSMAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16270 CORPORATE DRIVEAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46278ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,787,613GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BOSMA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2008FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionTHE BOSMA VISIONARY OPPORTUNITIES FOUNDATION, INC. PROVIDES SUPPORT FOR BOSMA INDUSTRIES FOR THE BLIND, INC. SUCH ORGANIZATION CREATES OPPORTUNITIES FOR PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers235TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,121,032PYContributionsGrantsAmt
CY Contributions Grants$1,068,440CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$441,307PYInvestmentIncomeAmt
CY Investment Income$492,566CYInvestmentIncomeAmt
PY Other Revenue-$22,025PYOtherRevenueAmt
CY Other Revenue$35,153CYOtherRevenueAmt
PY Total Revenue$1,540,314PYTotalRevenueAmt
CY Total Revenue$1,596,159CYTotalRevenueAmt
PY Grants And Similar Paid$231,948PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$181,228CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$532,093CYTotalFundraisingExpenseAmt
PY Other Expenses$897,603PYOtherExpensesAmt
CY Other Expenses$661,813CYOtherExpensesAmt
PY Total Expenses$1,129,551PYTotalExpensesAmt
CY Total Expenses$843,041CYTotalExpensesAmt
PY Revenues Less Expenses$410,763PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$753,118CYRevenuesLessExpensesAmt
Total Assets BOY$11,940,409TotalAssetsBOYAmt
Total Assets EOY$13,478,583TotalAssetsEOYAmt
Total Liabilities BOY$93,591TotalLiabilitiesBOYAmt
Total Liabilities EOY$85,390TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$11,846,818NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,393,193NetAssetsOrFundBalancesEOYAmt
MissionTHE BOSMA VISIONARY OPPORTUNITIES FOUNDATION, INC. PROVIDES SUPPORT FOR BOSMA INDUSTRIES FOR THE BLIND, INC. SUCH ORGANIZATION CREATES OPPORTUNITIES FOR PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$181,228ExpenseAmt
Grant$181,228GrantAmt
DescTO SUPPORT BOSMA INDUSTRIES FOR THE BLIND, INC.Desc
Total Program Service Expenses$181,228TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTERESA WATSONPersonNm
Phone3176840600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16270 CORPORATE DRIVEAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46278ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
JEFFREY MITTMAN
DIRECTOR1.0040.00Yes (X)$0$454,115$2,442
TERESA WATSON
CFO0.0040.00$0$226,706$29,370Yes (X)
DANA WERNER
CHIEF OPER.0.0040.00$0$240,570$12,107Yes (X)
JAY GESHAY
CSO0.0040.00$0$231,706$17,491Yes (X)
DOUGLAS PINGEL
VP OPERATION0.0040.00$0$223,847$18,514Yes (X)
STEVEN FREDWELL TERM DATE 8522
VP OF COMM.0.0040.00$0$220,863$12,005Yes (X)
LISE PACE
VP OF EXT AF0.0040.00$0$210,409$17,183Yes (X)
JASON BAILEY
CHIEF TECH.0.0040.00$0$189,390$29,202Yes (X)
JODI VIRGIL
VP HUMAN RES0.0040.00$0$172,478$29,005Yes (X)
JAMES MICHAELS
VP PROGRAM S0.0040.00$0$165,991$19,791Yes (X)
SHERI HOTTLE
VP OF COMM.0.0040.00$0$165,779$12,149Yes (X)
DANIEL BRILES
DIR OF COMP.0.0040.00$0$117,498$28,731Yes (X)
DEDRA FLEMONS
SR MNG OF BU0.0040.00$0$114,221$23,509Yes (X)
JAMES HOOPINGARNER
DIR OF DISTR0.0040.00$0$108,106$28,670Yes (X)
BRANDON WELLS
EXECUTIVE DI10.0030.00Yes (X)$0$133,793$1,789
BRIAN PETRAITS
DIR OF MANUF0.0040.00$0$118,258$1,607Yes (X)
WILLIAM POWELL
DIR. OF ASSI0.0040.00$0$108,805$6,879Yes (X)
ROSCOE BROWN
DIRECTOR1.00$0$0$0Yes (X)
CANDEE CHAMBERS
DIRECTOR1.00$0$0$0Yes (X)
RAY COX
DIRECTOR1.00$0$0$0Yes (X)
CHRIS DUNLAVY
DIRECTOR1.00$0$0$0Yes (X)
MATT FREEL
DIRECTOR1.00$0$0$0Yes (X)
LINDSEY JORDAN
DIRECTOR1.00$0$0$0Yes (X)
KEVIN MANDRELL
DIRECTOR1.001.00$0$0$0Yes (X)
JEFF WEBER
DIRECTOR1.00$0$0$0Yes (X)
BRIAN BOSMA
CHAIRMAN1.001.00Yes (X)$0$0$0
GREGORY OTTINGER
SECRETARY/TR1.001.00Yes (X)$0$0$0
STEPHEN M POWELL
VICE CHAIRMA1.001.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Tot Reportable Comp Rltd Org$3,202,535TotReportableCompRltdOrgAmt
Total Other Compensation$290,444TotalOtherCompensationAmt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Fundraising$145,178FundraisingAmt
Related Organizations$550,000RelatedOrganizationsAmt
All Other Contributions$373,262AllOtherContributionsAmt
Noncash Contributions$30,369NoncashContributionsAmt
Total Contributions$1,068,440TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$498,352TotalRevenueColumnAmt
Exclusion$498,352ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,786SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$5,786SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$5,786TotalRevenueColumnAmt
Related Or Exempt Func Income-$5,786RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$215,433FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$145,178ContriRptFundraisingEventAmt
Fundraising Direct Expenses$185,668FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,765TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescBAD DEBT RECOVERYDesc
Business900099BusinessCd
Total Revenue Column$5,388TotalRevenueColumnAmt
Related Or Exempt Func Income$5,388RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$5,388OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,596,159TotalRevenueColumnAmt
Related Or Exempt Func Income-$398RelatedOrExemptFuncIncomeAmt
Exclusion$498,352ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$181,228TotalAmt
Program Services$181,228ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$14,794TotalAmt
Management And General$14,794ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$32,216TotalAmt
Management And General$32,216ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CONTRACTED SERVICES$602,000$78,800$523,200
PROJECT EXPENSE$8,668$8,668
BANK FEES$2,302$2,302
MARKETING EXPENSE$1,425$1,425

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$408TotalAmt
Management And General$183ManagementAndGeneralAmt
Fundraising$225FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$843,041TotalAmt
Program Services$181,228ProgramServicesAmt
Management And General$129,720ManagementAndGeneralAmt
Fundraising$532,093FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$483,712BOYAmt
EOY$524,543EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$39,445BOYAmt
EOY$40,961EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$32,865EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$17,500BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,662BOYAmt
EOY$15,935EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$10,797,931BOYAmt
EOY$12,282,389EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$596,159BOYAmt
EOY$581,890EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,940,409BOYAmt
EOY$13,478,583EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$39,639BOYAmt
EOY$9,890EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$53,952BOYAmt
EOY$75,500EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$93,591BOYAmt
EOY$85,390EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,846,818BOYAmt
EOY$13,393,193EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,846,818BOYAmt
EOY$13,393,193EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,940,409BOYAmt
EOY$13,478,583EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$753,118ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$775,385NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$17,872OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1BOSMA INDUSTRIES FOR THE BLINDBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN311246086EIN
Organization Type10OrganizationTypeCd
Governing Document ListedYes (true)GoverningDocumentListedInd
Support$181,228SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$181,228SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (true)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgfalseOperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,609,144BeginningYearBalanceAmt
Contributions$249,415ContributionsAmt
Investment Earnings Or Losses$1,265,839InvestmentEarningsOrLossesAmt
Administrative Expenses$37,153AdministrativeExpensesAmt
End Year Balance$13,087,245EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,046,253BeginningYearBalanceAmt
Contributions$194,875ContributionsAmt
Investment Earnings Or Losses-$1,591,845InvestmentEarningsOrLossesAmt
Administrative Expenses$40,139AdministrativeExpensesAmt
End Year Balance$11,609,144EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,183,099BeginningYearBalanceAmt
Contributions$229,784ContributionsAmt
Investment Earnings Or Losses$2,660,856InvestmentEarningsOrLossesAmt
Other Expenditures$9,039OtherExpendituresAmt
Administrative Expenses$18,447AdministrativeExpensesAmt
End Year Balance$13,046,253EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,292,515BeginningYearBalanceAmt
Contributions$258,088ContributionsAmt
Investment Earnings Or Losses$287,121InvestmentEarningsOrLossesAmt
Other Expenditures$638,626OtherExpendituresAmt
Administrative Expenses$15,999AdministrativeExpensesAmt
End Year Balance$10,183,099EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,556,903BeginningYearBalanceAmt
Contributions$17,618ContributionsAmt
Investment Earnings Or Losses$502,599InvestmentEarningsOrLossesAmt
Other Expenditures$768,444OtherExpendituresAmt
Administrative Expenses$16,161AdministrativeExpensesAmt
End Year Balance$10,292,515EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.64000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.28000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.08000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,351,814TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$775,385NetUnrealizedGainsInvstAmt
Other Revenue$17,874OtherRevenueAmt
Revenue Not Reported$793,259RevenueNotReportedAmt
Revenue Subtotal$1,558,555RevenueSubtotalAmt
Other Revenues Not Included$37,604OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$37,604RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,596,159TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$805,437TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$805,437ExpensesSubtotalAmt
Other Expenses Not Included$37,604OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$37,604ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$843,041TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 2, PART V, LINE 4TO SUPPORT THE ORGANIZATION'S MISSION.
SCHEDULE D, PAGE 3, PART XMANAGEMENT EVALUATES ALL TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON ITS ANNUAL INFORMATION RETURNS, INCLUDING THE POSITION THAT THE FOUNDATION 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 THE FOUNDATION ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THEY ARE FILED.
SCHEDULE D, PAGE 4, PART XI, LINE 2DCHANGE IN VALUE 17,874
SCHEDULE D, PAGE 4, PART XI, LINE 4BBAD DEBT RECOVERY 5,388 INVESTMENT FEES 32,216
SCHEDULE D, PAGE 4, PART XII, LINE 4BBAD DEBT RECOVERY 5,388 INVESTMENT FEES 32,216

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1DINING IN THE DEvent1Nm
Gross Receipts Event1$249,757GrossReceiptsEvent1Amt
Charitable Contri Event1$124,737CharitableContriEvent1Amt
Gross Revenue Event1$125,020GrossRevenueEvent1Amt
Non Cash Prizes Event1$26,776NonCashPrizesEvent1Amt
Rent Facility Costs Event1$53,277RentFacilityCostsEvent1Amt
Food And Beverage Event1$698FoodAndBeverageEvent1Amt
Entertainment Event1$6,400EntertainmentEvent1Amt
Other Direct Expenses Event1$44,257OtherDirectExpensesEvent1Amt
Event2VISIONARY GOLFEvent2Nm
Gross Receipts Event2$56,396GrossReceiptsEvent2Amt
Charitable Contri Event2$6,728CharitableContriEvent2Amt
Gross Revenue Event2$49,668GrossRevenueEvent2Amt
Cash Prizes Event2$200CashPrizesEvent2Amt
Non Cash Prizes Event2$2,912NonCashPrizesEvent2Amt
Rent Facility Costs Event2$25,405RentFacilityCostsEvent2Amt
Food And Beverage Event2$3,272FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$6,102OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$54,458GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$13,713CharitableContriOtherEventsAmt
Gross Revenue Other Events$40,745GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$6,007RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$7,659FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$2,703OthDirectExpnssOtherEventsAmt
Gross Receipts Total$360,611GrossReceiptsTotalAmt
Charitable Contributions Tot$145,178CharitableContributionsTotAmt
Gross Revenue Total Events$215,433GrossRevenueTotalEventsAmt
Cash Prizes Total Events$200CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$29,688NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$84,689RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$11,629FoodAndBeverageTotalEventsAmt
Entertainment Total Events$6,400EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$53,062OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$185,668DirectExpenseSummaryEventsAmt
Net Income Summary$29,765NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1BOSMA INDUSTRIES FOR THE BLIND INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16270 CORPORATE DRIVEAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46278ZIPCd
FieldValueIRS element (for citing)
Recipient EIN311246086RecipientEIN
IRC Section501C3IRCSectionDesc
Non Cash Assistance$181,228NonCashAssistanceAmt
Purpose Of GrantPROVIDE SUPPORTPurposeOfGrantTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmt
JEFFREY MITTMAN
DIRECTOR$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 COMM. 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 HOTTLE
VP OF COMM. SALES$121,976$31,161$12,642$12,149$177,928

Schedule M IRS990ScheduleM

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$16,625NoncashContributionsRptF990Amt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescVARIOUS ITEMSDesc
Contribution4ContributionCnt
Noncash Contributions Rpt F990$13,744NoncashContributionsRptF990Amt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BA COPY OF FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PAGE 6, PART VI, LINE 12CTHE ORGANIZATION'S BOARD OF DIRECTORS REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
FORM 990, PAGE 6, PART VI, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9CHANGE IN BENEFICIAL INTEREST 17,872

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1BOSMA INDUSTRIES FOR THE BLIND INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16270 CORPORATE DRIVEAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46278ZIPCd
FieldValueIRS element (for citing)
EIN311246086EIN
Primary ActivitiesSUPPORTPrimaryActivitiesTxt
Legal Domicile StateINLegalDomicileStateCd
Exempt Code Section501CExemptCodeSectionTxt
Public Charity Status7PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BOSMA INDUSTRIES FOR THE BLIND INC
M$600,000COST
BOSMA INDUSTRIES FOR THE BLIND INC
B$181,228FAIR MARKET VALUE
BOSMA INDUSTRIES FOR THE BLIND INC
C$784,512FAIR MARKET VALUE

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