BOSMA VISIONARY OPPORTUNITIES FOUNDATION INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BOSMA VISIONARY OPPORTUNITIES FOUNDATION INC (EIN 26-4808603)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-02-09
IRS object ID
202220409349301722
Schema version
2020v4.0
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)
Return2022-02-09T16:18:45-06:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

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 Begin2020-07-01TaxPeriodBeginDt

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)
PersonJAY GESHAYPersonNm
Person TitleCSOPersonTitleTxt
Phone3176840600PhoneNum
Signature2022-01-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAYPersonFirstNm
Person LastGESHAYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES J CLINEPreparerPersonNm
PTINP00151432PTIN
Phone3175661000PhoneNum
Preparation2022-01-19PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$2,173,811GrossReceiptsAmt
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 Body10VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers234TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$647,662PYContributionsGrantsAmt
CY Contributions Grants$1,369,848CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$129,538PYInvestmentIncomeAmt
CY Investment Income$550,330CYInvestmentIncomeAmt
PY Other Revenue-$9,794PYOtherRevenueAmt
CY Other Revenue$126,638CYOtherRevenueAmt
PY Total Revenue$767,406PYTotalRevenueAmt
CY Total Revenue$2,046,816CYTotalRevenueAmt
PY Grants And Similar Paid$751,444PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$59,562CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$708,633CYTotalFundraisingExpenseAmt
PY Other Expenses$502,634PYOtherExpensesAmt
CY Other Expenses$853,399CYOtherExpensesAmt
PY Total Expenses$1,254,078PYTotalExpensesAmt
CY Total Expenses$912,961CYTotalExpensesAmt
PY Revenues Less Expenses-$486,672PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,133,855CYRevenuesLessExpensesAmt
Total Assets BOY$10,343,418TotalAssetsBOYAmt
Total Assets EOY$13,558,324TotalAssetsEOYAmt
Total Liabilities BOY$124,982TotalLiabilitiesBOYAmt
Total Liabilities EOY$82,926TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,218,436NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,475,398NetAssetsOrFundBalancesEOYAmt
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$59,562ExpenseAmt
Grant$59,562GrantAmt
DescTO SUPPORT BOSMA INDUSTRIES FOR THE BLIND, INC.Desc
Total Program Service Expenses$59,562TotalProgramServiceExpensesAmt
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 ContrifalseDeductibleNonCashContriInd
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
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 Members10GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
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 (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
JEFFREY MITTMAN
DIRECTOR1.0040.00Yes (X)Yes (X)$0$277,947$2,070
JAY GESHAY
CSO0.0040.00$0$215,269$30,182Yes (X)
DOUGLAS PINGEL
VP OPERATION0.0040.00$0$198,971$18,177Yes (X)
TERESA WATSON
CFO0.0040.00$0$190,814$19,551Yes (X)
JASON BAILEY
CHIEF TECH.0.0040.00$0$186,164$22,571Yes (X)
LISE PACE
VP OF MARKET0.0040.00$0$181,824$16,858Yes (X)
JAMES MICHAELS
CP PROGRAM S0.0040.00$0$161,713$28,633Yes (X)
STEVEN FREDWELL
VP OF GOVMNT0.0040.00$0$165,651$18,079Yes (X)
SHERI HOTTLE
SN DIR. OF B0.0040.00$0$150,289$11,994Yes (X)
LEE WHITE
VP OF COMM.0.0040.00$0$146,541$12,109Yes (X)
ARVETTA JIDEONWO
EXEC DIR PHI30.0010.00Yes (X)$0$141,058$16,858
JODI VIRGIL
VP HUMAN RES0.0040.00$0$125,324$28,482Yes (X)
TARA DONSBACH
CONTROLLER$0$107,485$28,333Yes (X)
WILLIAM POWELL
DIR ASSISTIV0.0040.00$0$121,895$11,748Yes (X)
BRIAN PETRAITS
DIR OF MANUF0.0040.00$0$118,693$1,523Yes (X)
ROSCOE BROWN
DIRECTOR1.000.00Yes (X)$0$0$0
CANDEE CHAMBERS
DIRECTOR1.00Yes (X)$0$0$0
RAY COX
DIRECTOR1.00Yes (X)$0$0$0
MATT HASBROOK
DIRECTOR1.001.00Yes (X)$0$0$0
KEVIN MANDRELL
DIRECTOR1.001.00Yes (X)$0$0$0
JEFF PAPA
DIRECTOR1.00Yes (X)$0$0$0
HEATHER QUIGLEY-ALLEN
DIRECTOR1.001.00Yes (X)$0$0$0
BRIAN BOSMA
CHAIRMAN1.001.00Yes (X)$0$0$0
STEPHEN M POWELL
VICE CHAIRMA1.001.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Tot Reportable Comp Rltd Org$2,489,638TotReportableCompRltdOrgAmt
Total Other Compensation$267,168TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Fundraising$45,634FundraisingAmt
Related Organizations$705,000RelatedOrganizationsAmt
All Other Contributions$619,214AllOtherContributionsAmt
Noncash Contributions$13,994NoncashContributionsAmt
Total Contributions$1,369,848TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$450,599TotalRevenueColumnAmt
Exclusion$450,599ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$99,731SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$99,731SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$99,731TotalRevenueColumnAmt
Related Or Exempt Func Income$99,731RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$253,633FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$45,634ContriRptFundraisingEventAmt
Fundraising Direct Expenses$126,995FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$126,638TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,046,816TotalRevenueColumnAmt
Related Or Exempt Func Income$99,731RelatedOrExemptFuncIncomeAmt
Exclusion$450,599ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$59,562TotalAmt
Program Services$59,562ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$14,409TotalAmt
Management And General$14,409ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$32,138TotalAmt
Management And General$32,138ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CONTRACTED SERVICES$755,000$93,140$661,860
PROJECT EXPENSE$30,237$30,237
BAD DEBT RECOVERY$16,536$16,536
BANK FEES$2,727$2,727

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,352TotalAmt
Management And General$2,352ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$912,961TotalAmt
Program Services$59,562ProgramServicesAmt
Management And General$144,766ManagementAndGeneralAmt
Fundraising$708,633FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$477,125BOYAmt
EOY$613,830EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$27,500BOYAmt
EOY$47,133EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,435BOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$5,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$11,387BOYAmt
EOY$18,755EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$9,406,518BOYAmt
EOY$12,205,997EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$413,453BOYAmt
EOY$667,609EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,343,418BOYAmt
EOY$13,558,324EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$7,303BOYAmt
EOY$42,376EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$117,679BOYAmt
EOY$40,550EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$124,982BOYAmt
EOY$82,926EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,218,436BOYAmt
EOY$13,475,398EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,218,436BOYAmt
EOY$13,475,398EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,343,418BOYAmt
EOY$13,558,324EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,133,855ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,123,107NetUnrlzdGainsLossesInvstAmt
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 BLIND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN311246086EIN
Organization Type10OrganizationTypeCd
Governing Document ListedYes (true)GoverningDocumentListedInd
Support$59,562SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$59,562SupportSumAmt
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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,559,904BeginningYearBalanceAmt
Contributions$5,559,200ContributionsAmt
Investment Earnings Or Losses$465,933InvestmentEarningsOrLossesAmt
Other Expenditures$3,891OtherExpendituresAmt
Administrative Expenses$24,243AdministrativeExpensesAmt
End Year Balance$10,556,903EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,049,658BeginningYearBalanceAmt
Contributions$42,224ContributionsAmt
Investment Earnings Or Losses$493,227InvestmentEarningsOrLossesAmt
Administrative Expenses$25,205AdministrativeExpensesAmt
End Year Balance$4,559,904EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.63000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.28000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.09000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,169,923TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,123,107NetUnrealizedGainsInvstAmt
Revenue Not Reported$2,123,107RevenueNotReportedAmt
Revenue Subtotal$2,046,816RevenueSubtotalAmt
Total Revenue Per Form990$2,046,816TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$912,961TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$912,961ExpensesSubtotalAmt
Total Expenses Per Form990$912,961TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 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 YEAR ENDED JUNE 30, 2021 AND JUNE 30, 2020, 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, 2021 AND JUNE 30, 2020, OR 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 G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1DINING IN THE DEvent1Nm
Gross Receipts Event1$167,890GrossReceiptsEvent1Amt
Charitable Contri Event1$21,986CharitableContriEvent1Amt
Gross Revenue Event1$145,904GrossRevenueEvent1Amt
Non Cash Prizes Event1$5,804NonCashPrizesEvent1Amt
Rent Facility Costs Event1$19,499RentFacilityCostsEvent1Amt
Food And Beverage Event1$154FoodAndBeverageEvent1Amt
Entertainment Event1$1,850EntertainmentEvent1Amt
Other Direct Expenses Event1$29,463OtherDirectExpensesEvent1Amt
Event2VISIONARY GOLFEvent2Nm
Gross Receipts Event2$126,377GrossReceiptsEvent2Amt
Charitable Contri Event2$23,648CharitableContriEvent2Amt
Gross Revenue Event2$102,729GrossRevenueEvent2Amt
Non Cash Prizes Event2$2,210NonCashPrizesEvent2Amt
Rent Facility Costs Event2$47,304RentFacilityCostsEvent2Amt
Food And Beverage Event2$4,124FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$12,015OtherDirectExpensesEvent2Amt
Gross Receipts Total$294,267GrossReceiptsTotalAmt
Charitable Contributions Tot$45,634CharitableContributionsTotAmt
Gross Revenue Total Events$248,633GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$8,014NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$66,803RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$4,278FoodAndBeverageTotalEventsAmt
Entertainment Total Events$1,850EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$41,478OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$122,423DirectExpenseSummaryEventsAmt
Net Income Summary$126,210NetIncomeSummaryAmt

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
Cash Grant$59,562CashGrantAmt
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 (12 entries)

TitleTitleTxtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmt
JEFFREY MITTMAN
DIRECTOR$195,609$70,200$12,138$2,070$280,017
JAY GESHAY
CSO$154,973$49,700$10,596$30,182$245,451
DOUGLAS PINGEL
VP OPERATIONS$153,955$34,558$10,458$18,177$217,148
TERESA WATSON
CFO$137,796$42,728$10,290$19,551$210,365
JASON BAILEY
CHIEF TECH. OFFICER$131,381$44,493$10,290$22,571$208,735
LISE PACE
VP OF MARKETING$139,501$31,985$10,338$16,858$198,682
JAMES MICHAELS
CP PROGRAM SERVICES$121,238$30,017$10,458$28,633$190,346
STEVEN FREDWELL
VP OF GOVMNT. SALES$125,155$29,900$10,596$18,079$183,730
SHERI HOTTLE
SN DIR. OF BUS DEV$112,377$30,874$7,038$11,994$162,283
LEE WHITE
VP OF COMM. SALES$128,180$7,765$10,596$12,109$158,650
ARVETTA JIDEONWO
EXEC DIR PHILANTHROP$108,758$22,040$10,260$16,858$157,916
JODI VIRGIL
VP HUMAN RESOURCES$91,055$24,016$10,253$28,482$153,806

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 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.

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 OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
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$755,000COST
BOSMA INDUSTRIES FOR THE BLIND INC
B$59,562FAIR MARKET VALUE
BOSMA INDUSTRIES FOR THE BLIND INC
C$705,000FAIR MARKET VALUE

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