2018-01-30T16:22:41-05:00 2017-06-30 205520612 L M HENDERSON & COMPANY LLP 450 E 96TH ST STE 200 INDIANAPOLIS IN 46240 990 2016-07-01 311246086 BOSMA INDUSTRIES FOR THE BLIND INC BOSM 3176840600 6270 CORPORATE DRIVE INDIANAPOLIS IN 46278 TERESA WATSON CFO 3176840600 2018-01-19 true JAMES J CLINE P00151432 3175661000 2018-01-19 5E50A457C96863AEF1EF2C2AFA4722F991EFC581 7D2D8D37D07F98D680B81D9833239507F3AC4174 2016 2021-01-29 14:40:06Z X BOSMA ENTERPRISES LOU MONEYMAKER 6270 CORPORATE DRIVE INDIANAPOLIS IN 46278 69231062 false X WWW.BOSMA.ORG X 1988 IN BOSMA ENTERPRISES, CREATING OPPORTUNITIES FOR INDIVIDUALS WHO ARE BLIND OR VISUALLY IMPAIRED. 16 13 261 280 0 485018 324196 64890067 68697366 92759 86267 95321 64906 65563165 69172735 2150000 155000 0 7557333 7458140 0 382322 51606734 55068258 61314067 62681398 4249098 6491337 41684557 49057460 7727733 8538800 33956824 40518660 X BOSMA ENTERPRISES, CREATING OPPORTUNITIES FOR INDIVIDUALS WHO ARE BLIND OR VISUALLY IMPAIRED. false false 54155224 67426895 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. 3834537 155000 1270471 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. 57989761 true true false true false false false false false true true false false false true false false true false false false false false false false false false true false true true false false false false false false false false false false false false false false false true false false false true 56 0 true 261 true false false false false false false false false false false false false X 16 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 PRESIDENT/CE 40.00 1.00 X X 274462 0 14345 BRIAN BOSMA DIRECTOR 1.00 1.00 X 0 0 0 STEVEN L BUCKSOT SECRETARY/TR 1.00 X X 0 0 0 DONALD KOORS DIRECTOR 1.00 X 0 0 0 DANIELLE TUSCHONG CHAIR 1.00 X 0 0 0 MICHAEL J STEWART DIRECTOR 1.00 X 0 0 0 BART BOOK PAST CHAIR 1.00 1.00 X 0 0 0 JEFFREY MITTMAN DIRECTOR 1.00 X 0 0 0 LEE WHITE DIRECTOR 1.00 X 0 0 0 KEVIN MANDRELL DIRECTOR 1.00 1.00 X 0 0 0 STEPHEN M POWELL DIRECTOR 1.00 1.00 X 0 0 0 CINDY WARD DIRECTOR 1.00 X 0 0 0 MATT HASBROOK VICE CHAIR 1.00 1.00 X 0 0 0 SCOTT BEAUCHAMP 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 JOICE WADE VP HUMAN RES 40.00 X 172293 0 9329 DOUGLAS PINGEL VP OPERATION 40.00 X 168741 0 17494 JASON BAILEY DIRECTOR OF 40.00 X 141656 0 17031 JAMES MICHAELS VP PROGRAM S 40.00 X 134528 0 24762 DAVID SMITH COO 40.00 X 130864 0 9355 STEVEN FREDWELL VP OF SALES 40.00 X 120873 0 12943 TERESA WATSON CFO 40.00 1.00 X 100128 0 24581 ARVETTA JIDEONWO EXEC DIR PHI 10.00 30.00 X 88780 0 22612 LISE PACE DIRECTOR MAR 40.00 X 86674 0 14211 SHERRI L HOTTLE SR MANAGER O 40.00 X 114650 0 16888 JOEL MERLIN TRN DVLPMT O 40.00 X 107963 0 24633 WILLIAM POWELL DIR ASSISTIV 40.00 X 100076 0 8525 JAMI HUBBARD FORMER CFO 40.00 1.00 X 158589 0 9416 1900277 226125 12 true true false 63359 13964 150000 96873 8915 324196 EMPLOYMENT SERVICES 624310 67426895 67426895 REHABILITATION SERVICES 561300 1270471 1270471 68697366 86267 86267 70338 58327 12011 12011 12011 MISC REVENUE 900099 52895 52895 52895 69172735 68750261 98278 155000 155000 1418996 780448 595978 42570 158589 87224 66607 4758 4057065 2270718 1576652 209695 1823490 1047021 707180 69289 148800 17968 130167 665 63773 7701 55786 286 612050 608261 3789 205403 138655 60733 6015 466418 213864 248563 3991 56810 32357 18892 5561 108819 69404 35078 4337 398409 209810 186035 2564 54900 19776 34186 938 PROGRAM RELATED COGS 47489430 47489430 COMMISSION EXPENSE 2470167 2470167 FREIGHT 1686185 1686185 SOFTWARE 328790 229893 91869 7028 978304 455879 501589 20836 62681398 57989761 4309315 382322 14130722 7021042 1218529 1508741 7022990 11935375 8585271 8715190 265089 273163 22750140 6085583 6952703 16664557 2260453 2063650 1248800 875742 41684557 49057460 4376584 5302010 2390000 2245000 961149 991790 7727733 8538800 X 33956824 40518660 33956824 40518660 41684557 49057460 6491337 70499 X false true X true false X 649499 547543 419958 485018 324196 2426214 48593233 55384999 61246927 64918181 68750261 298893601 49242732 55932542 61666885 65403199 69074457 301319815 301319815 1074 86573 142058 163097 156605 549407 1074 86573 142058 163097 156605 549407 24755 24755 49268561 56019115 61808943 65566296 69231062 301893977 0.99810 0.99820 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16805 16805 62664593 62681398 1000000 250000 1000000 1000000 1500000 16805 16805 250000 250000 375000 4049658 42224 493227 25205 4559904 1896391 2145529 29011 21273 4049658 1390281 479166 26944 1896391 959797 329599 100885 1390281 304858 628475 26464 959797 1.00000 false true true 3554696 3554696 13563591 3433389 10130202 4704800 2172726 2532074 927053 479468 447585 16664557 DEFERED COMPENSATION OBLIGATION 728101 INTEREST RATE SWAP 263689 991790 true BOSMA VISIONARY OPPORTUNITIES FDN 6270 CORPORATE DRIVE INDIANAPOLIS IN 46278 264808603 150000 CONTRACTED SVCS X X X false false false false false false false false false LOU MONEYMAKER PRESIDENT/CEO 201383 57818 15261 14345 288807 JOICE WADE VP HUMAN RESOURCES 128747 32392 11154 9329 181622 DOUGLAS PINGEL VP OPERATIONS 126309 32143 10289 17494 186235 JASON BAILEY DIRECTOR OF IT 113346 21368 6942 17031 158687 JAMES MICHAELS VP PROGRAM SERVICES 106521 27860 147 24762 159290 JAMI HUBBARD FORMER CFO 119853 28560 10176 9416 168005 A INDIANA FINANCE AUTHORITY 351602316 45505RBG9 2007-06-28 3365000 PAY OFF TAXABLE BONDS false false false A 1120000 3365000 73674 292033 2999293 2008 false false true true A false false false false false false true A false false false false true false false false true A false FORM 990, PAGE 2, PART III, LINE 4B 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 150000 COST BOSMA VISIONARY OPPORTUNITIES FDN B 150000 FAIR MARKET VALUE BOSMA VISIONARY OPPORTUNITIES FDN C 13964 FAIR MARKET VALUE THERE WERE NOT ANY LOBBYING EXPENSES FOR 2013, 2014 OR 2015; THEREFORE, COLUMNS A, B AND C ARE BLANK.