2021-01-22T10:43:30-06:00 2020-06-30 205520612 L M HENDERSON & COMPANY LLP 450 E 96TH ST STE 200 INDIANAPOLIS IN 46240 990 2019-07-01 311246086 BOSMA INDUSTRIES FOR THE BLIND INC BOSM 3176840600 6270 CORPORATE DRIVE INDIANAPOLIS IN 46278 TERESA WATSON CFO 3176840600 2021-01-13 true JAMES J CLINE P00151432 3175661000 2021-01-13 2019 2022-09-23 18:48:47Z BOSMA ENTERPRISES JEFFREY MITTMAN 6270 CORPORATE DRIVE INDIANAPOLIS IN 46278 78046209 false X WWW.BOSMA.ORG X 1988 IN BOSMA ENTERPRISES, CREATING OPPORTUNITIES FOR INDIVIDUALS WHO ARE BLIND OR VISUALLY IMPAIRED. 17 13 289 280 0 1202569 1358018 72378811 75958134 186864 218759 443884 503374 74212128 78038285 482000 359000 0 8394481 8558169 0 684327 57973167 65816770 66849648 74733939 7362480 3304346 58924994 62231744 5619100 5524159 53305894 56707585 X BOSMA ENTERPRISES, CREATING OPPORTUNITIES FOR INDIVIDUALS WHO ARE BLIND OR VISUALLY IMPAIRED. false false 57141375 75084709 BOSMA PROVIDES WORK OPPORTUNITIES FOR INDIVIDUALS WHO ARE LEGALLY BLIND OR VISUALLY IMPAIRED THROUGH ITS SERVICE AND MANUFACTURING OPERATIONS. ADDITIONALLY, BOSMA HAS DEVELOPED SITUATIONAL ASSESSMENT AND VOCATIONAL SKILLS TRAINING PROGRAMS FOR THESE INDIVIDUALS ALONG WITH OFFERING REHABILITATION PROGRAMS. A PLACEMENT SERVICE PROGRAM FOR INDIVIDUALS WHO ARE LEGALLY BLIND OR VISUALLY IMPAIRED AND MEET ELIGIBILITY REQUIREMENTS PROVIDES OPPORTUNITIES FOR PLACEMENT INTO COMPETITIVE EMPLOYMENT IN THE COMMUNITY. 3585977 359000 873425 THE BOSMA REHABILITATION (BR) PROGRAM OFFERS COMPREHENSIVE VISION REHABILITATION SERVICES TO MEET THE NEEDS OF ADULTS WHO ARE BLIND OR VISUALLY IMPAIRED. PARTICIPANTS WORK WITH PROFESSIONAL STAFF TO CREATE A TEACHING PLAN THAT IS CUSTOMIZED TO MEET THEIR INDIVIDUAL GOALS. ALL TRAINING TAKES PLACE AT THE REHABILITATION CENTER IN INDIANAPOLIS, INDIANA, OVER A PERIOD OF APPROXIMATELY 4 MONTHS. THE AREAS OF INSTRUCTION INCLUDE, BUT ARE NOT LIMITED TO, DAILY LIVING SKILLS, ASSISTIVE TECHNOLOGY, COUNSELING, EDUCATIONAL SERVICES, FUNCTIONAL VISION AND LIGHTING ASSESSMENTS, KEYBOARDING, MANUAL SKILLS, AND ORIENTATION AND MOBILITY. SEE SCHEDULE O FOR CONTINUATION: CONTINUED FROM PAGE 2, LINE 4B: THE ITINERANT REHABILITATION TEACHING (IRT) PROGRAM IS DESIGNED TO MEET THE INDIVIDUAL REHABILITATION NEEDS OF CLIENTS THROUGHOUT INDIANA BY PROVIDING COMPREHENSIVE VISION REHABILITATION SERVICES FOR PEOPLE STRUGGLING TO ADJUST TO VISION LOSS. THESE SERVICES ARE COMMUNITY-BASED WHEREIN TRAINED INSTRUCTORS TRAVEL TO THE CLIENT'S HOME TO PROVIDE INSTRUCTION ON ADAPTIVE TECHNOLOGIES AND BASIC MODIFICATIONS TO ALLOW THESE INDIVIDUALS TO RETAIN THEIR INDEPENDENCE. ONE OF THE GROWING IRT PROGRAMS PROVIDES ADDITIONAL SERVICES FOR PEOPLE OVER THE AGE OF 55. A FOCUS GROUP PROVIDES INSTRUCTION AND CLASSES RELATED TO DEALING WITH VISION LOSS IN A GROUP SETTING AT PUBLIC LOCATIONS SUCH AS LIBRARIES AND SENIOR CENTERS. IT ALSO INCLUDES ADJUSTMENT COUNSELING AIMED AT DEALING WITH THE EMOTIONAL IMPACT OF VISION LOSS. IN ADDITION, THE PROGRAM ALSO ASSESSES OTHER BARRIERS TO INDEPENDENT LIVING AND SHORT-TERM WRAP-AROUND SERVICES DESIGNED TO HELP THE INDIVIDUAL REMAIN IN THE HOME. THE EMPLOYMENT SERVICES (ES) PROGRAM PREPARES INDIVIDUALS WHO ARE LEGALLY BLIND OR VISUALLY IMPAIRED FOR EMPLOYMENT. IT COMPLETES ASSESSMENT OF THEIR INTERPERSONAL AND WORK-RELATED SKILLS, EDUCATES THEM ABOUT THE CORPORATE AND WORKPLACE CULTURE, AND HELPS TO IDENTIFY THEIR CAREER GOALS. THE ES PROGRAM ASSISTS THE INDIVIDUAL TO FIND AND MAINTAIN EMPLOYMENT BY PROVIDING INSTRUCTION IN JOB-SEARCH TECHNIQUES, INTERVIEW SKILLS, NETWORKING TECHNIQUES, WORKSITE ASSESSMENTS, IDENTIFYING NECESSARY JOB ACCOMMODATIONS, ON-SITE JOB COACHING, AND REFERRAL FOR OTHER SUPPORT SERVICES REQUIRED IN THE WORKPLACE AND COMMUNITY. THE EMPLOYMENT SPECIALISTS PROVIDE CONSULTATION TO EMPLOYERS IN THE COORDINATION OF NECESSARY JOB MODIFICATIONS AND ADDRESS THEIR CONCERNS IN HIRING PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED. 60727352 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 49 0 true 289 true false false false false false false false false false false false false false false X 17 13 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 LOU MONEYMAKER FORMER PRESI 40.00 0.00 X 277036 0 9131 JEFFREY MITTMAN PRESIDENT/CE 40.00 1.00 X 198911 0 1633 DOUGLAS PINGEL VP OPERATION 40.00 X 178226 0 15991 JASON BAILEY CHIEF TECH. 40.00 X 169083 0 20926 TERESA WATSON CFO 40.00 X 161151 0 27745 JAMES MICHAELS VP PROGRAM S 40.00 X 152224 0 27685 LISE PACE VP OF EXT. A 40.00 X 159139 0 16188 STEVEN FREDWELL VP OF GOVT. 40.00 X 148213 0 15905 JOICE WADE FORMER VP HU 40.00 X 156742 0 6861 ARVETTA JIDEONWO EXEC DIR PHI 10.00 30.00 X 130878 0 27853 LEE WHITE VP COMMERCIA 40.00 X 144318 0 10648 SHERRI L HOTTLE SR DIR BUS D 40.00 X 136493 0 15057 JAY GESHAY CSO 40.00 X 125281 0 18524 JODI VIRGIL VP HUMAN RES 40.00 X 104713 0 27447 WILLIAM POWELL DIR ASSISTIV 40.00 X 108284 0 10371 WILLIAM AMRINE FORMER DIR I 40.00 X 102955 0 8638 JEAN BARSKE DIRECTOR 1.00 X 0 0 0 SCOTT BEAUCHAMP DIRECTOR 1.00 X 0 0 0 BART BOOK PAST CHAIR 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 X 0 0 0 KENDRA FAUTH-EDWARDS DIRECTOR 1.00 X 0 0 0 JULIE GRICE DIRECTOR 1.00 X 0 0 0 MATT HASBROOK CHAIR 1.00 1.00 X X 0 0 0 DONALD KOORS DIRECTOR 1.00 X 0 0 0 KEVIN MANDRELL VICE CHAIR 1.00 1.00 X X 0 0 0 GREGORY OTTINGER DIRECTOR 1.00 X 0 0 0 STEPHEN M POWELL DIRECTOR 1.00 1.00 X 0 0 0 HEATHER QUIGLEY-ALLEN DIRECTOR 1.00 X 0 0 0 CINDY WARD DIRECTOR 1.00 X 0 0 0 2453647 260603 16 true true false 255573 751444 184694 166307 1358018 EMPLOYMENT SERVICES 624310 75084709 75084709 REHABILITATION SERVICES 561300 873425 873425 75958134 218759 218759 95671 7924 87747 87747 87747 MISC REVENUE 900099 415627 415627 415627 78038285 76373761 306506 359000 359000 1415978 459696 867910 88372 433776 140825 265879 27072 4692964 1523568 2876502 292894 2015451 732223 1148680 134548 397549 397549 59404 59404 400469 400469 17100 17100 517591 509461 8130 161858 88943 72100 815 412294 111166 294332 6796 41706 11494 23975 6237 477076 216280 259361 1435 63599 7166 56433 PROGRAM RELATED COGS 51971605 51971605 BAD DEBT EXPENSE 4935889 4935889 COMMISSION EXPENSE 2693033 2693033 FREIGHT 2001016 2001016 1666581 411337 1137216 118028 74733939 60727352 13322260 684327 19366632 27989764 1912566 1904145 10372360 5091064 9368416 7732946 537380 683492 19696814 5489887 14518655 14206927 1784094 3370572 1064891 1252834 58924994 62231744 4644472 4462532 974628 1061627 5619100 5524159 X 53305894 56707585 53305894 56707585 58924994 62231744 3304346 97345 X false true X true false X 485018 324196 1322467 1202569 1358018 4692268 64918181 68750261 67374345 72760811 76373761 350177359 65403199 69074457 68696812 73963380 77731779 354869627 354869627 163097 156605 170948 283747 314430 1088827 163097 156605 170948 283747 314430 1088827 65566296 69231062 68867760 74247127 78046209 355958454 0.99690 0.99730 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 400469 400469 74333376 74733845 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 16805 74211 83739 400469 575224 250000 250000 250000 250000 1000000 1500000 10292515 258088 287121 638626 15999 10183099 10556903 17618 502599 768444 16161 10292515 4559904 5559200 465933 3891 24243 10556903 4049658 42224 493227 25205 4559904 1896391 2145529 29011 21273 4049658 0.60000 0.36000 0.04000 false true true 2853996 2853996 11213554 1796259 9417295 4690343 3165762 1524581 938921 527866 411055 14206927 DEFERED COMPENSATION OBLIGATION 1061627 1061627 X SCHEDULE D, PAGE 3, PART X 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 YEAR ENDED JUNE 30, 2020 AND JUNE 30, 2019, 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, 2020 AND JUNE 30, 2019, OR 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 359000 CONTRACTED SVCS X X X false false false false false false false false false LOU MONEYMAKER FORMER PRESIDENT/CEO 189239 80797 7000 9131 286167 JEFFREY MITTMAN PRESIDENT/CEO 155173 32650 11088 1633 200544 DOUGLAS PINGEL VP OPERATIONS 133934 33834 10458 15991 194217 JASON BAILEY CHIEF TECH. OFFICER 126747 32046 10290 20926 190009 TERESA WATSON CFO 120410 30451 10290 27745 188896 JAMES MICHAELS VP PROGRAM SERVICES 112384 29382 10458 27685 179909 LISE PACE VP OF EXT. AFFAIRS 119401 29400 10338 16188 175327 STEVEN FREDWELL VP OF GOVT. SALES 109624 27993 10596 15905 164118 JOICE WADE FORMER VP HUMAN RES. 115772 33913 7057 6861 163603 ARVETTA JIDEONWO EXEC DIR PHILANTHROP 97187 23431 10260 27853 158731 LEE WHITE VP COMMERCIAL SALES 123710 10150 10458 10648 154966 SHERRI L HOTTLE SR DIR BUS DEV. 106460 23043 6990 15057 151550 WILLIAM AMRINE FORMER DIR IND & SRV 84367 18148 440 8638 111593 FORM 990, PAGE 1, ITEM C BOSMA ENTERPRISES FORM 990, PAGE 2, PART III, LINE 4B THE BOSMA REHABILITATION (BR) PROGRAM OFFERS COMPREHENSIVE VISION REHABILITATION SERVICES TO MEET THE NEEDS OF ADULTS WHO ARE BLIND OR VISUALLY IMPAIRED. PARTICIPANTS WORK WITH PROFESSIONAL STAFF TO CREATE A TEACHING PLAN THAT IS CUSTOMIZED TO MEET THEIR INDIVIDUAL GOALS. ALL TRAINING TAKES PLACE AT THE REHABILITATION CENTER IN INDIANAPOLIS, INDIANA, OVER A PERIOD OF APPROXIMATELY 4 MONTHS. THE AREAS OF INSTRUCTION INCLUDE, BUT ARE NOT LIMITED TO, DAILY LIVING SKILLS, ASSISTIVE TECHNOLOGY, COUNSELING, EDUCATIONAL SERVICES, FUNCTIONAL VISION AND LIGHTING ASSESSMENTS, KEYBOARDING, MANUAL SKILLS, AND ORIENTATION AND MOBILITY. SEE SCHEDULE O FOR CONTINUATION: CONTINUED FROM PAGE 2, LINE 4B: THE ITINERANT REHABILITATION TEACHING (IRT) PROGRAM IS DESIGNED TO MEET THE INDIVIDUAL REHABILITATION NEEDS OF CLIENTS THROUGHOUT INDIANA BY PROVIDING COMPREHENSIVE VISION REHABILITATION SERVICES FOR PEOPLE STRUGGLING TO ADJUST TO VISION LOSS. THESE SERVICES ARE COMMUNITY-BASED WHEREIN TRAINED INSTRUCTORS TRAVEL TO THE CLIENT'S HOME TO PROVIDE INSTRUCTION ON ADAPTIVE TECHNOLOGIES AND BASIC MODIFICATIONS TO ALLOW THESE INDIVIDUALS TO RETAIN THEIR INDEPENDENCE. ONE OF THE GROWING IRT PROGRAMS PROVIDES ADDITIONAL SERVICES FOR PEOPLE OVER THE AGE OF 55. A FOCUS GROUP PROVIDES INSTRUCTION AND CLASSES RELATED TO DEALING WITH VISION LOSS IN A GROUP SETTING AT PUBLIC LOCATIONS SUCH AS LIBRARIES AND SENIOR CENTERS. IT ALSO INCLUDES ADJUSTMENT COUNSELING AIMED AT DEALING WITH THE EMOTIONAL IMPACT OF VISION LOSS. IN ADDITION, THE PROGRAM ALSO ASSESSES OTHER BARRIERS TO INDEPENDENT LIVING AND SHORT-TERM WRAP-AROUND SERVICES DESIGNED TO HELP THE INDIVIDUAL REMAIN IN THE HOME. THE EMPLOYMENT SERVICES (ES) PROGRAM PREPARES INDIVIDUALS WHO ARE LEGALLY BLIND OR VISUALLY IMPAIRED FOR EMPLOYMENT. IT COMPLETES ASSESSMENT OF THEIR INTERPERSONAL AND WORK-RELATED SKILLS, EDUCATES THEM ABOUT THE CORPORATE AND WORKPLACE CULTURE, AND HELPS TO IDENTIFY THEIR CAREER GOALS. THE ES PROGRAM ASSISTS THE INDIVIDUAL TO FIND AND MAINTAIN EMPLOYMENT BY PROVIDING INSTRUCTION IN JOB-SEARCH TECHNIQUES, INTERVIEW SKILLS, NETWORKING TECHNIQUES, WORKSITE ASSESSMENTS, IDENTIFYING NECESSARY JOB ACCOMMODATIONS, ON-SITE JOB COACHING, AND REFERRAL FOR OTHER SUPPORT SERVICES REQUIRED IN THE WORKPLACE AND COMMUNITY. THE EMPLOYMENT SPECIALISTS PROVIDE CONSULTATION TO EMPLOYERS IN THE COORDINATION OF NECESSARY JOB MODIFICATIONS AND ADDRESS THEIR CONCERNS IN HIRING PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED. 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 409000 COST BOSMA VISIONARY OPPORTUNITIES FDN C 751444 FAIR MARKET VALUE BOSMA VISIONARY OPPORTUNITIES FDN B 359000 FAIR MARKET VALUE