BOSMA VISIONARY OPPORTUNITIES FOUNDATION INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
BOSMA VISIONARY OPPORTUNITIES FOUNDATION INC (EIN 26-4808603)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-07-15
IRS object ID
202021979349306632
Schema version
2018v3.2
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)
Return2020-07-15T15:34:03-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

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
ZIP46240ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

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)
PersonARVETTA JIDEONWOPersonNm
Person TitleEXEC DIRECTORPersonTitleTxt
Phone3176840600PhoneNum
Signature2020-01-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES J CLINEPreparerPersonNm
PTINP00151432PTIN
Phone3175661000PhoneNum
Preparation2020-01-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.90.24.185IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-01-29IPDt
IP Tm13:20:57IPTm
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBD6C9B6369B4BEC53F5EF5987F870F032A1C2D2DAtSubmissionCreationDeviceId
At Submission Filing Device IdBD6C9B6369B4BEC53F5EF5987F870F032A1C2D2DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

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$1,408,132GrossReceiptsAmt
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 Body11VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers237TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$5,933,502PYContributionsGrantsAmt
CY Contributions Grants$650,119CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$628,835PYInvestmentIncomeAmt
CY Investment Income$487,638CYInvestmentIncomeAmt
PY Other Revenue$46,108PYOtherRevenueAmt
CY Other Revenue$60,710CYOtherRevenueAmt
PY Total Revenue$6,608,445PYTotalRevenueAmt
CY Total Revenue$1,198,467CYTotalRevenueAmt
PY Grants And Similar Paid$276,511PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$790,617CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$336,993CYTotalFundraisingExpenseAmt
PY Other Expenses$371,483PYOtherExpensesAmt
CY Other Expenses$457,600CYOtherExpensesAmt
PY Total Expenses$647,994PYTotalExpensesAmt
CY Total Expenses$1,248,217CYTotalExpensesAmt
PY Revenues Less Expenses$5,960,451PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$49,750CYRevenuesLessExpensesAmt
Total Assets BOY$10,625,386TotalAssetsBOYAmt
Total Assets EOY$10,825,813TotalAssetsEOYAmt
Total Liabilities BOY$66,269TotalLiabilitiesBOYAmt
Total Liabilities EOY$290,082TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,559,117NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$10,535,731NetAssetsOrFundBalancesEOYAmt
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$790,617ExpenseAmt
Grant$790,617GrantAmt
DescTO SUPPORT BOSMA INDUSTRIES FOR THE BLIND, INC.Desc
Total Program Service Expenses$790,617TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
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 IndividualsYes (true)GrantsToIndividualsInd
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 With Officer EntfalseBusinessRlnWithOfficerEntInd
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 Members11GoverningBodyVotingMembersCnt
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 (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
LOU MONEYMAKER
DIRECTOR1.0040.00Yes (X)$0$301,630$15,897
MATT HASBROOK
DIRECTOR1.001.00Yes (X)$0$0$0
RAY COX
DIRECTOR1.00Yes (X)$0$0$0
MEGAN DEMARS KIGER
DIRECTOR1.00Yes (X)$0$0$0
KEVIN MANDRELL
DIRECTOR1.001.00Yes (X)$0$0$0
HEATHER QUIGLEY-ALLEN
DIRECTOR1.00Yes (X)$0$0$0
DANIELLE TUSCHONG
DIRECTOR1.001.00Yes (X)$0$0$0
JEFF PAPA
DIRECTOR1.00Yes (X)$0$0$0
ARVETTA JIDEONWO
EXEC DIRECTO30.0010.00$0$130,844$25,236Yes (X)
BRIAN BOSMA
CHAIRMAN1.001.00$0$0$0Yes (X)
STEPHEN M POWELL
VICE CHAIRMA1.001.00$0$0$0Yes (X)
JOICE WADE
VP HUMAN RES0.0040.00$0$176,524$10,299Yes (X)
DOUGLAS PINGEL
VP OPERATION0.0040.00$0$175,382$14,391Yes (X)
LEE WHITE
VP OF COMM.0.0040.00$0$170,940$18,293Yes (X)
JASON BAILEY
CHIEF TECH.0.0040.00$0$166,260$18,879Yes (X)
JAMES MICHAELS
CP PROGRAM S0.0040.00$0$149,661$27,648Yes (X)
TERESA WATSON
CFO1.0040.00$0$148,913$27,656Yes (X)
STEVEN FREDWELL
VP OF GOVMNT0.0040.00$0$143,386$14,317Yes (X)
LISE PACE
VP OF MARKET0.0040.00$0$134,690$16,015Yes (X)
WILLIAM POWELL
DIR ASSISTIV0.0040.00$0$105,871$9,344Yes (X)
FieldValueIRS element (for citing)
Tot Reportable Comp Rltd Org$1,804,101TotReportableCompRltdOrgAmt
Total Other Compensation$197,975TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Fundraising$110,547FundraisingAmt
Related Organizations$332,000RelatedOrganizationsAmt
All Other Contributions$207,572AllOtherContributionsAmt
Noncash Contributions$11,563NoncashContributionsAmt
Total Contributions$650,119TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$502,423TotalRevenueColumnAmt
Exclusion$502,423ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$14,785SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$14,785SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$14,785TotalRevenueColumnAmt
Related Or Exempt Func Income-$14,785RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$255,590FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$110,547ContriRptFundraisingEventAmt
Fundraising Direct Expenses$194,880FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$60,710TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,198,467TotalRevenueColumnAmt
Related Or Exempt Func Income-$14,785RelatedOrExemptFuncIncomeAmt
Exclusion$502,423ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$690,617TotalAmt
Program Services$690,617ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$100,000TotalAmt
Program Services$100,000ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$12,374TotalAmt
Management And General$12,374ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$27,281TotalAmt
Management And General$27,281ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CONTRACTED SERVICES$382,000$76,400$305,600
PROJECT EXPENSE$24,258$24,258
BAD DEBT RECOVERY$7,135$7,135
BANK FEES$2,791$2,791

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,761TotalAmt
Management And General$1,761ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,248,217TotalAmt
Program Services$790,617ProgramServicesAmt
Management And General$120,607ManagementAndGeneralAmt
Fundraising$336,993FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,586,450BOYAmt
EOY$1,286,324EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$31,963BOYAmt
EOY$65,128EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,792BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,990BOYAmt
EOY$4,528EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$8,999,191BOYAmt
EOY$9,055,785EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$414,048EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,625,386BOYAmt
EOY$10,825,813EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,929BOYAmt
EOY$251,882EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$59,340BOYAmt
EOY$38,200EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$66,269BOYAmt
EOY$290,082EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,506,044BOYAmt
EOY$5,890,345EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,373,073BOYAmt
EOY$965,386EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,680,000BOYAmt
EOY$3,680,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,559,117BOYAmt
EOY$10,535,731EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,625,386BOYAmt
EOY$10,825,813EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$49,750ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$26,364NetUnrlzdGainsLossesInvstAmt
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$690,617SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$690,617SupportSumAmt
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$10,556,903BeginningYearBalanceAmt
Contributions$17,618ContributionsAmt
Investment Earnings Or Losses$502,599InvestmentEarningsOrLossesAmt
Other Expenditures$768,444OtherExpendituresAmt
Administrative Expenses$16,161AdministrativeExpensesAmt
End Year Balance$10,292,515EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,896,391BeginningYearBalanceAmt
Contributions$2,145,529ContributionsAmt
Investment Earnings Or Losses$29,011InvestmentEarningsOrLossesAmt
Administrative Expenses$21,273AdministrativeExpensesAmt
End Year Balance$4,049,658EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,390,281BeginningYearBalanceAmt
Contributions$479,166ContributionsAmt
Investment Earnings Or Losses$26,944InvestmentEarningsOrLossesAmt
End Year Balance$1,896,391EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.56000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.35000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.09000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,224,831TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$26,364NetUnrealizedGainsInvstAmt
Revenue Not Reported$26,364RevenueNotReportedAmt
Revenue Subtotal$1,198,467RevenueSubtotalAmt
Total Revenue Per Form990$1,198,467TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,248,217TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$1,248,217ExpensesSubtotalAmt
Total Expenses Per Form990$1,248,217TotalExpensesPerForm990Amt

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, 2019 AND JUNE 30, 2018, 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, 2019 AND JUNE 30, 2018, 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$272,772GrossReceiptsEvent1Amt
Charitable Contri Event1$90,047CharitableContriEvent1Amt
Gross Revenue Event1$182,725GrossRevenueEvent1Amt
Cash Prizes Event1$500CashPrizesEvent1Amt
Non Cash Prizes Event1$30,803NonCashPrizesEvent1Amt
Rent Facility Costs Event1$16,444RentFacilityCostsEvent1Amt
Food And Beverage Event1$54,099FoodAndBeverageEvent1Amt
Entertainment Event1$6,903EntertainmentEvent1Amt
Other Direct Expenses Event1$31,529OtherDirectExpensesEvent1Amt
Event2VISIONARY GOLFEvent2Nm
Gross Receipts Event2$59,226GrossReceiptsEvent2Amt
Charitable Contri Event2$14,000CharitableContriEvent2Amt
Gross Revenue Event2$45,226GrossRevenueEvent2Amt
Non Cash Prizes Event2$109NonCashPrizesEvent2Amt
Rent Facility Costs Event2$16,904RentFacilityCostsEvent2Amt
Food And Beverage Event2$4,577FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$4,889OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$34,139GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$6,500CharitableContriOtherEventsAmt
Gross Revenue Other Events$27,639GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$5,145RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$13,088FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$9,890OthDirectExpnssOtherEventsAmt
Gross Receipts Total$366,137GrossReceiptsTotalAmt
Charitable Contributions Tot$110,547CharitableContributionsTotAmt
Gross Revenue Total Events$255,590GrossRevenueTotalEventsAmt
Cash Prizes Total Events$500CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$30,912NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$38,493RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$71,764FoodAndBeverageTotalEventsAmt
Entertainment Total Events$6,903EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$46,308OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$194,880DirectExpenseSummaryEventsAmt
Net Income Summary$60,710NetIncomeSummaryAmt

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$690,617CashGrantAmt
Purpose Of GrantPROVIDE SUPPORTPurposeOfGrantTxt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeLOU MONEYMAKER SCHSHIP.GrantTypeTxt
Cash Grant$100,000CashGrantAmt

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 (10 entries)

TitleTitleTxtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmt
LOU MONEYMAKER
DIRECTOR$207,593$79,363$14,674$15,897$317,527
ARVETTA JIDEONWO
EXEC DIRECTOR$95,720$24,862$10,262$25,236$156,080
JOICE WADE
VP HUMAN RESOURCES$131,989$33,398$11,137$10,299$186,823
DOUGLAS PINGEL
VP OPERATIONS$131,645$33,174$10,563$14,391$189,773
LEE WHITE
VP OF COMM. SALES$111,118$50,150$9,672$18,293$189,233
JASON BAILEY
CHIEF TECH. OFFICER$124,522$31,420$10,318$18,879$185,139
JAMES MICHAELS
CP PROGRAM SERVICES$110,354$28,809$10,498$27,648$177,309
TERESA WATSON
CFO$110,061$28,582$10,270$27,656$176,569
STEVEN FREDWELL
VP OF GOVMNT. SALES$105,310$27,447$10,629$14,317$157,703
LISE PACE
VP OF MARKETING$103,919$22,085$8,686$16,015$150,705

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$382,000COST
BOSMA INDUSTRIES FOR THE BLIND INC
B$690,617FAIR MARKET VALUE
BOSMA INDUSTRIES FOR THE BLIND INC
C$332,000FAIR MARKET VALUE

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.