BOSMA VISIONARY OPPORTUNITIES FOUNDATION INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BOSMA VISIONARY OPPORTUNITIES FOUNDATION INC (EIN 26-4808603)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-01-22
- IRS object ID
- 202140229349300214
- Schema version
- 2019v5.0
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-22T10:43:30-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 46240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264808603 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOSMA VISIONARY OPPORTUNITIES | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| 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 | ARVETTA JIDEONWO | PersonNm |
| Person Title | EXEC DIR PHILANTHROP | PersonTitleTxt |
| Phone | 3176840600 | PhoneNum |
| Signature | 2021-01-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES J CLINE | PreparerPersonNm |
| PTIN | P00151432 | PTIN |
| Phone | 3175661000 | PhoneNum |
| Preparation | 2021-01-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRIAN BOSMA | 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 | $1,027,085 | 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 | 2008 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | THE 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 Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 201 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $650,119 | PYContributionsGrantsAmt |
| CY Contributions Grants | $647,662 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $487,638 | PYInvestmentIncomeAmt |
| CY Investment Income | $129,538 | CYInvestmentIncomeAmt |
| PY Other Revenue | $60,710 | PYOtherRevenueAmt |
| CY Other Revenue | -$9,794 | CYOtherRevenueAmt |
| PY Total Revenue | $1,198,467 | PYTotalRevenueAmt |
| CY Total Revenue | $767,406 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $790,617 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $751,444 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $363,831 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $457,600 | PYOtherExpensesAmt |
| CY Other Expenses | $502,634 | CYOtherExpensesAmt |
| PY Total Expenses | $1,248,217 | PYTotalExpensesAmt |
| CY Total Expenses | $1,254,078 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$49,750 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$486,672 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,825,813 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,343,418 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $290,082 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $124,982 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,535,731 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,218,436 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE 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 Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $751,444 | ExpenseAmt |
| Grant | $751,444 | GrantAmt |
| Desc | TO SUPPORT BOSMA INDUSTRIES FOR THE BLIND, INC. | Desc |
| Total Program Service Expenses | $751,444 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | 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 | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | 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 | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| 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 |
| 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | 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 (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| LOU MONEYMAKER | ||||||||||
| DIRECTOR | 0.00 | 40.00 | Yes (X) | $0 | $277,036 | $9,131 | ||||
| JEFFREY MITTMAN | ||||||||||
| DIRECTOR | 1.00 | 40.00 | $0 | $198,911 | $1,633 | Yes (X) | Yes (X) | |||
| DOUGLAS PINGEL | ||||||||||
| VP OPERATION | 0.00 | 40.00 | $0 | $178,226 | $15,991 | Yes (X) | ||||
| JASON BAILEY | ||||||||||
| CHIEF TECH. | 0.00 | 40.00 | $0 | $169,083 | $20,926 | Yes (X) | ||||
| TERESA WATSON | ||||||||||
| CFO | 0.00 | 40.00 | $0 | $161,151 | $27,745 | Yes (X) | ||||
| JAMES MICHAELS | ||||||||||
| CP PROGRAM S | 0.00 | 40.00 | $0 | $152,224 | $27,685 | Yes (X) | ||||
| LISE PACE | ||||||||||
| VP OF MARKET | 0.00 | 40.00 | $0 | $159,139 | $16,188 | Yes (X) | ||||
| STEVEN FREDWELL | ||||||||||
| VP OF GOVMNT | 0.00 | 40.00 | $0 | $148,213 | $15,905 | Yes (X) | ||||
| JOICE WADE | ||||||||||
| FORMER VP OF | 0.00 | 40.00 | Yes (X) | $0 | $156,742 | $6,861 | ||||
| ARVETTA JIDEONWO | ||||||||||
| EXEC DIR PHI | 30.00 | 10.00 | $0 | $130,878 | $27,853 | Yes (X) | ||||
| LEE WHITE | ||||||||||
| VP OF COMM. | 0.00 | 40.00 | $0 | $144,318 | $10,648 | Yes (X) | ||||
| SHERI HOTTLE | ||||||||||
| SN DIR. OF B | 0.00 | 40.00 | $0 | $136,493 | $15,057 | Yes (X) | ||||
| JAY GESHAY | ||||||||||
| CSO | 0.00 | 40.00 | $0 | $125,281 | $18,524 | Yes (X) | ||||
| JODI VIRGIL | ||||||||||
| VP HUMAN RES | 0.00 | 40.00 | $0 | $104,713 | $27,447 | Yes (X) | ||||
| RAY COX | ||||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||||
| MATT HASBROOK | ||||||||||
| DIRECTOR | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| MEGAN DEMARS KIGER | ||||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||||
| KEVIN MANDRELL | ||||||||||
| DIRECTOR | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| JEFF PAPA | ||||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||||
| HEATHER QUIGLEY-ALLEN | ||||||||||
| DIRECTOR | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| BRIAN BOSMA | ||||||||||
| CHAIRMAN | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| STEPHEN M POWELL | ||||||||||
| VICE CHAIRMA | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $2,242,408 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $241,594 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $32,848 | FundraisingAmt |
| Related Organizations | $359,000 | RelatedOrganizationsAmt |
| All Other Contributions | $255,814 | AllOtherContributionsAmt |
| Noncash Contributions | $848 | NoncashContributionsAmt |
| Total Contributions | $647,662 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $335,617 | TotalRevenueColumnAmt |
| Exclusion | $335,617 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $206,079 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$206,079 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$206,079 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$206,079 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $43,806 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $32,848 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $53,600 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$9,794 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $767,406 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$206,079 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $335,617 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $751,444 | TotalAmt |
| Program Services | $751,444 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,936 | TotalAmt |
| Management And General | $13,936 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,050 | TotalAmt |
| Management And General | $28,050 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| CONTRACTED SERVICES | $409,000 | $92,434 | $316,566 |
| PROJECT EXPENSE | $42,412 | $42,412 | |
| BAD DEBT RECOVERY | $4,853 | $4,853 | |
| MARKETING EXPENSE | $2,486 | $2,486 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,897 | TotalAmt |
| Management And General | $1,897 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,254,078 | TotalAmt |
| Program Services | $751,444 | ProgramServicesAmt |
| Management And General | $138,803 | ManagementAndGeneralAmt |
| Fundraising | $363,831 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,286,324 | BOYAmt |
| EOY | $477,125 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,128 | BOYAmt |
| EOY | $27,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $7,435 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,528 | BOYAmt |
| EOY | $11,387 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,055,785 | BOYAmt |
| EOY | $9,406,518 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,048 | BOYAmt |
| EOY | $413,453 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,825,813 | BOYAmt |
| EOY | $10,343,418 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,882 | BOYAmt |
| EOY | $7,303 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,200 | BOYAmt |
| EOY | $117,679 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,082 | BOYAmt |
| EOY | $124,982 | 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 | $5,890,345 | BOYAmt |
| EOY | $10,218,436 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,645,386 | BOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,535,731 | BOYAmt |
| EOY | $10,218,436 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,825,813 | BOYAmt |
| EOY | $10,343,418 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$486,672 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $169,377 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSMA INDUSTRIES FOR THE BLIND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311246086 | EIN |
| Organization Type | 10 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $751,444 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $751,444 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,559,904 | BeginningYearBalanceAmt |
| Contributions | $5,559,200 | ContributionsAmt |
| Investment Earnings Or Losses | $465,933 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,891 | OtherExpendituresAmt |
| Administrative Expenses | $24,243 | AdministrativeExpensesAmt |
| End Year Balance | $10,556,903 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,049,658 | BeginningYearBalanceAmt |
| Contributions | $42,224 | ContributionsAmt |
| Investment Earnings Or Losses | $493,227 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $25,205 | AdministrativeExpensesAmt |
| End Year Balance | $4,559,904 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,896,391 | BeginningYearBalanceAmt |
| Contributions | $2,145,529 | ContributionsAmt |
| Investment Earnings Or Losses | $29,011 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $21,273 | AdministrativeExpensesAmt |
| End Year Balance | $4,049,658 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.60000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.36000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $936,783 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $169,377 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $169,377 | RevenueNotReportedAmt |
| Revenue Subtotal | $767,406 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $767,406 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,254,078 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,254,078 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,254,078 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | TO SUPPORT THE ORGANIZATION'S MISSION. |
| 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 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, 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 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | VISIONARY GOLF | Event1Nm |
| Gross Receipts Event1 | $47,843 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $15,848 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $31,995 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $106 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $1,022 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $17,123 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $4,545 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $2,966 | OtherDirectExpensesEvent1Amt |
| Event2 | HASBROOK LUNCH | Event2Nm |
| Gross Receipts Event2 | $28,811 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $17,000 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $11,811 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $4,772 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $13,142 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $9,924 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $76,654 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $32,848 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $43,806 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $106 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $1,022 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $21,895 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $17,687 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,890 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $53,600 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$9,794 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSMA INDUSTRIES FOR THE BLIND 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 | 46278 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 311246086 | RecipientEIN |
| IRC Section | 501C3 | IRCSectionDesc |
| Cash Grant | $751,444 | CashGrantAmt |
| Purpose Of Grant | PROVIDE SUPPORT | PurposeOfGrantTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (12 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|
| LOU MONEYMAKER | |||||
| DIRECTOR | $189,239 | $80,797 | $7,000 | $9,131 | $286,167 |
| JEFFREY MITTMAN | |||||
| DIRECTOR | $155,173 | $32,650 | $11,088 | $1,633 | $200,544 |
| DOUGLAS PINGEL | |||||
| VP OPERATIONS | $133,934 | $33,834 | $10,458 | $15,991 | $194,217 |
| JASON BAILEY | |||||
| CHIEF TECH. OFFICER | $126,747 | $32,046 | $10,290 | $20,926 | $190,009 |
| TERESA WATSON | |||||
| CFO | $120,410 | $30,451 | $10,290 | $27,745 | $188,896 |
| JAMES MICHAELS | |||||
| CP PROGRAM SERVICES | $112,384 | $29,382 | $10,458 | $27,685 | $179,909 |
| LISE PACE | |||||
| VP OF MARKETING | $119,401 | $29,400 | $10,338 | $16,188 | $175,327 |
| STEVEN FREDWELL | |||||
| VP OF GOVMNT. SALES | $109,624 | $27,993 | $10,596 | $15,905 | $164,118 |
| JOICE WADE | |||||
| FORMER VP OF HR | $115,772 | $33,913 | $7,057 | $6,861 | $163,603 |
| ARVETTA JIDEONWO | |||||
| EXEC DIR PHILANTHROP | $97,187 | $23,431 | $10,260 | $27,853 | $158,731 |
| LEE WHITE | |||||
| VP OF COMM. SALES | $123,710 | $10,150 | $10,458 | $10,648 | $154,966 |
| SHERI HOTTLE | |||||
| SN DIR. OF BUS DEV | $106,460 | $23,043 | $6,990 | $15,057 | $151,550 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | A 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 12C | THE 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 19 | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSMA INDUSTRIES FOR THE BLIND 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 | 46278 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311246086 | EIN |
| Primary Activities | SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Exempt Code Section | 501C | ExemptCodeSectionTxt |
| Public Charity Status | 7 | 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 | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | 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 INDUSTRIES FOR THE BLIND INC | ||
| M | $409,000 | COST |
| BOSMA INDUSTRIES FOR THE BLIND INC | ||
| B | $751,444 | FAIR MARKET VALUE |
| BOSMA INDUSTRIES FOR THE BLIND INC | ||
| C | $359,000 | FAIR MARKET VALUE |
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