BOSMA INDUSTRIES FOR THE BLIND INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
BOSMA INDUSTRIES FOR THE BLIND INC (EIN 31-1246086)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-02-13
IRS object ID
201300449349300440
Schema version
2011v1.5
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)
Timestamp2013-02-13T17:43:23-06:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1L M HENDERSON & COMPANY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1450 E 96TH ST STE 200AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46240ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN311246086EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BOSMA INDUSTRIES FOR THE BLIND INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBOSMNameControl
Phone3176840600Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line18020 ZIONSVILLE ROADAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46268ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NamePATRICIA GADZALAName
TitleV.P. FINANCE AND ACCOUNTINGTitle
Phone3176840600Phone
Date Signed2013-02-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJAMES J CLINEName
Phone3175661000Phone
Date Prepared2013-02-13DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonLOU MONEYMAKERNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line18020 ZIONSVILLE ROADAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46268ZIPCode
FieldValueIRS element (for citing)
Gross Receipts43855335GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.BOSMA.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1988YearFormation
State Legal DomicileINStateLegalDomicile
Activity Or Mission DescriptionBOSMA ENTERPRISES IS DEDICATED TO EMPOWERING PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED BY CREATING OPPORTUNITIES THAT LEAD TO THE ACHIEVEMENT OF EACH INDIVIDUAL'S EMPLOYMENT, ECONOMIC, SOCIAL, & SELF-DETERMINATION GOALS.ActivityOrMissionDescription
Nbr Voting Members Governing Body10NbrVotingMembersGoverningBody
Nbr Independent Voting Members8NbrIndependentVotingMembers
Total Nbr Employees262TotalNbrEmployees
Total Nbr Volunteers200TotalNbrVolunteers
Total Gross UBI100851TotalGrossUBI
Net Unrelated Business Txbl Income67791NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year347637ContributionsGrantsPriorYear
Contributions Grants Current Year317606ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1117977ProgramServiceRevenuePriorYear
Program Service Revenue CY1114540ProgramServiceRevenueCY
Investment Income Prior Year2250InvestmentIncomePriorYear
Investment Income Current Year1039InvestmentIncomeCurrentYear
Other Revenue Prior Year11570808OtherRevenuePriorYear
Other Revenue Current Year11422609OtherRevenueCurrentYear
Total Revenue Prior Year13038672TotalRevenuePriorYear
Total Revenue Current Year12855794TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year5715271SalariesEtcPriorYear
Salaries Etc Current Year6270023SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year278033TotalFundrsngExpCurrentYear
Other Expense Prior Year4799477OtherExpensePriorYear
Other Expenses Current Year5110265OtherExpensesCurrentYear
Total Expenses Prior Year10514748TotalExpensesPriorYear
Total Expenses Current Year11380288TotalExpensesCurrentYear
Revenues Less Expenses Prior Year2523924RevenuesLessExpensesPriorYear
Revenues Less Expenses CY1475506RevenuesLessExpensesCY
Total Assets BOY23799426TotalAssetsBOY
Total Assets EOY24661199TotalAssetsEOY
Total Liabilities BOY10168750TotalLiabilitiesBOY
Total Liabilities EOY9555017TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY13630676NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY15106182NetAssetsOrFundBalancesEOY
Mission DescriptionBOSMA ENTERPRISES IS DEDICATED TO EMPOWERING PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED BY CREATING OPPORTUNITIES THAT LEAD TO THE ACHIEVEMENT OF EACH INDIVIDUAL'S EMPLOYMENT, ECONOMIC, SOCIAL, & SELF-DETERMINATION GOALS.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense9247926Expense
Revenue12606314Revenue
DescriptionPROVIDED BLIND AND VISUALLY IMPAIRED INDIVIDUALS (CLIENTS) WITH WORK OPPORTUNITIES THROUGH ITS SERVICE AND MANUFACTURING OPERATIONS AS WELL AS REHABILITATION PROGRAMS AND TRAINING THROUGH ITS REHABILITATION CENTER. PLUS, DEVELOPED SITUATIONAL ASSESSMENT AND VOCATIONAL SKILLS TRAINING PROGRAMS FOR THESE INDIVIDUALS.Description
Total Program Service Expense9247926TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With109635NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees262NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members10NbrVotingGoverningBodyMembers
Number Independent Voting Members8NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledINStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledKYStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonPATRICIA A GADZALANamePerson
Telephone Number3176840600TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line18020 ZIONSVILLE ROADAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46268ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (20 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
LOU MONEYMAKER
PRESIDENT/CE40.00XX253290012919
BRIAN BOSMA
DIRECTOR0.30X000
STEVEN L BUCKSOT CPA
SECRETARY/TR0.50XX000
DONALD KOORS
IMMEDIATE PA0.50X000
DANIELLE M HARBOR
DIRECTOR0.30X000
MICHAEL J STEWART
DIRECTOR0.50X000
BART BOOK
DIRECTOR0.30X000
REBECCA W JACKLIN
DIRECTOR0.30X000
DAVID BONCOSKY
DIRECTOR0.50X000
MICHAEL S DALRYMPLE
DIRECTOR0.50X000
KEVIN MANDRELL
VICE CHAIRMA0.50XX000
STEPHEN M POWELL
CHAIRMAN0.50XX000
STEPHEN MIDKIFF
DIRECTOR0.50X000
CONNIE CAMPBELL
EXECUTIVE VP40.00X180893012802
REMONA TAYLOR
VP SALES40.00X14599307052
JOICE WADE
VP PROG SERV40.00X14268606884
PATRICIA GADZALA
VP FIN & ACC40.00X140140012608
DOUGLAS PINGEL
VP OPERATION40.00X135892018144
SHERI L HOTTLE
SR MANAGER O40.00106212012507X
JASON BAILEY
IT SPECIALIS40.0010592401806X
FieldValueIRS element (for citing)
Total Reportable Comp From Org1211030TotalReportableCompFromOrg
Total Other Compensation84722TotalOtherCompensation
Number Individuals GT100 K8NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

FieldValueIRS element (for citing)
Name PersonERIC BRETT DAILEYNamePerson

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line112732 PAVESTONE COURTAddressLine1
CityFISHERSCity
StateINState
ZIP Code46037ZIPCode
FieldValueIRS element (for citing)
Description Of ServicesBUSINESS DEVELODescriptionOfServices
Compensation150000Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K
Related Organizations13070RelatedOrganizations
Government Grants86496GovernmentGrants
All Other Contributions218040AllOtherContributions
Noncash Contributions27250NoncashContributions
Total Contributions317606TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
REHABILITATION SERVICE624310995025995025
EMPLOYMENT SERVICES5613009833198331
BISTRO/LIVING STORE7222101268412684
COUNSELING SERVICE62410085008500
FieldValueIRS element (for citing)
Total Program Service Revenue1114540TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1039TotalRevenueColumn
Exclusion$1,039ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real132092Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real31241Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real100851Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column100851TotalRevenueColumn
Unrelated Business Revenue100851UnrelatedBusinessRevenue
FieldValueIRS element (for citing)
Gross Sales Of Inventory42460074GrossSalesOfInventory
Cost Of Goods Sold30968300CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column11491774TotalRevenueColumn
Related Or Exempt Function Income11491774RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUS INCOMEDescription
Business Code900099BusinessCode
Total Revenue Column-170016TotalRevenueColumn
Related Or Exempt Function Income-170016RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue-170016TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column12855794TotalRevenueColumn
Related Or Exempt Function Income12436298RelatedOrExemptFunctionIncome
Unrelated Business Revenue100851UnrelatedBusinessRevenue
Exclusion$1,039ExclusionAmount

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total4982618Total
Program Services3643108ProgramServices
Management And General1119087ManagementAndGeneral
Fundraising220423Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total1287405Total
Program Services992387ProgramServices
Management And General276218ManagementAndGeneral
Fundraising18800Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total108333Total
Management And General108333ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total61918Total
Management And General61918ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total351833Total
Program Services351833ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total222694Total
Program Services187749ProgramServices
Management And General26667ManagementAndGeneral
Fundraising8278Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total245245Total
Program Services199959ProgramServices
Management And General35159ManagementAndGeneral
Fundraising10127Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total140350Total
Program Services140350ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total357735Total
Program Services275697ProgramServices
Management And General80101ManagementAndGeneral
Fundraising1937Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total10141Total
Program Services2152ProgramServices
Management And General7989ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
COMMISSION EXPENSE14996821499682
FREIGHT11025381102538
CONTRACTED SERVICES42858831216210606410362
MISCELLANEOUS343826302927327938106

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total237382Total
Program Services237382ProgramServices

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total11380288Total
Program Services9247926ProgramServices
Management And General1854329ManagementAndGeneral
Fundraising278033Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY3671975BOY
EOY7128262EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY4721958BOY
EOY4497847EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY7078138BOY
EOY5200461EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY204356BOY
EOY97521EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis12077931LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec4898830LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY7659143BOY
EOY7179101EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY463856BOY
EOY558007EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY23799426BOY
EOY24661199EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY4573209BOY
EOY4012723EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY6174BOY
EOY20474EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY3040000BOY
EOY2920000EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY1840000BOY
EOY1664000EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY709367BOY
EOY937820EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY10168750BOY
EOY9555017EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY13545482BOY
EOY15093399EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY85194BOY
EOY12783EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY13630676BOY
EOY15106182EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY23799426BOY
EOY24661199EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses1475506ReconcilationRevenueExpenses
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1905106CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1258815CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years812743CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year347637CurrentTaxYearMinus1Year
Current Tax Year317606CurrentTaxYear
Total4641907Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years24382885CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years30524857CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years34615935CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year39067252CurrentTaxYearMinus1Year
Current Tax Year43404598CurrentTaxYear
Total171995527Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years26287991CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years31783672CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years35428678CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year39414889CurrentTaxYearMinus1Year
Current Tax Year43722204CurrentTaxYear
Total176637434Total
FieldValueIRS element (for citing)
Public Support Total509176637434PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years48541CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years9784CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2453CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2250CurrentTaxYearMinus1Year
Current Tax Year1039CurrentTaxYear
Total64067Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years48541CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years9784CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2453CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2250CurrentTaxYearMinus1Year
Current Tax Year1039CurrentTaxYear
Total64067Total

Net Income From Other UBI NetIncomeFromOtherUBI

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year42380CurrentTaxYearMinus1Year
Current Tax Year67791CurrentTaxYear
Total110171Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years26336532CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years31793456CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years35431131CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year39459519CurrentTaxYearMinus1Year
Current Tax Year43791034CurrentTaxYear
Total176811672Total
FieldValueIRS element (for citing)
Public Support Percentage5090.99900PublicSupportPercentage509
Prior Year Support Percentage0.99930PriorYearSupportPercentage
Investment Income Percentage0.00000InvestmentIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Disclosed Orgs Legal ControlfalseDisclosedOrgsLegalControl
Disclosed For Charitable PurposesfalseDisclosedForCharitablePurposes
Written Policy MonitoringfalseWrittenPolicyMonitoring
Sect170h Requirements SatisfiedfalseSect170hRequirementsSatisfied
Solicited Assets For SalefalseSolicitedAssetsForSale
Agent Trustee EtcfalseAgentTrusteeEtc
Included On FSfalseIncludedOnFS

Current Year CurrentYear

FieldValueIRS element (for citing)
Contributions303410Contributions
Investment Earnings Or Losses1448InvestmentEarningsOrLosses
End Of Year Balance304858EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance1.00000BoardDesignatedEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgstrueEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RtrueAreRelatedOrgsListedScheduleR

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis1588200OtherCostOrOtherBasis
Book Value1588200BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis6671934OtherCostOrOtherBasis
Depreciation1673796Depreciation
Book Value4998138BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis3385935OtherCostOrOtherBasis
Depreciation2957792Depreciation
Book Value428143BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis431862OtherCostOrOtherBasis
Depreciation267242Depreciation
Book Value164620BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings7179101TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
INTEREST RATE SWAP$536,274
DEFERED COMPENSATION OBLIGATION$401,546
FieldValueIRS element (for citing)
Total Of Amounts937820TotalOfAmounts

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgBonus Filing OrgBonusFilingOrgOther Compensation Filing OrgOtherCompensationFilingOrgNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgTotal Compensation Filing OrgTotalCompensationFilingOrg
LOU MONEYMAKER
172187678961320712919266209
CONNIE CAMPBELL
132610364681181512802193695
REMONA TAYLOR
1039353228197777052153045
PATRICIA GADZALA
10884721781951212608152748
DOUGLAS PINGEL
10482121781929018144154036

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1INDIANA FINANCE AUTHORITYBusinessNameLine1
FieldValueIRS element (for citing)
Issuer EIN351602316IssuerEIN
CUSIP Number45505RBG9CUSIPNumber
Date Issued2007-06-28DateIssued
Issue Price3365000IssuePrice
Description Of PurposePAY OFF TAXABLE BONDSDescriptionOfPurpose
DefeasedfalseDefeased
On Behalf Of IssuerfalseOnBehalfOfIssuer
Pool FinancingfalsePoolFinancing

Form990 Schedule K Part II Form990ScheduleKPartII

FieldValueIRS element (for citing)
Amount Retired445000AmountRetired
Total Proceeds3365000TotalProceeds
Issuance Costs From Proceeds73674IssuanceCostsFromProceeds
Capital Expenditures292033CapitalExpenditures
Other Spent Proceeds2999293OtherSpentProceeds
Year Of Subst Completion2008YearOfSubstCompletion
Current RefundingfalseCurrentRefunding
Advance RefundingfalseAdvanceRefunding
Final Allocation MadetrueFinalAllocationMade
Adequate Books And Recds MaintaindtrueAdequateBooksAndRecdsMaintaind

Form990 Schedule K Part III Form990ScheduleKPartIII

FieldValueIRS element (for citing)
Owning Bond Financed PropertyfalseOwningBondFinancedProperty
Any Lease ArrangementsfalseAnyLeaseArrangements
Mngment Cntrct Bond Financd PrprtyfalseMngmentCntrctBondFinancdPrprty
Engage Bond Counsel ContractsfalseEngageBondCounselContracts
Any Research AgreementsfalseAnyResearchAgreements
Engage Bond Counsel ResearchfalseEngageBondCounselResearch
Post Issuance Compliance ProcdrstruePostIssuanceComplianceProcdrs

Form990 Schedule K Part IV Form990ScheduleKPartIV

FieldValueIRS element (for citing)
Form8038 T FiledfalseForm8038TFiled
Variable Rate IssuetrueVariableRateIssue
Hedge Identified In Books And RecdsfalseHedgeIdentifiedInBooksAndRecds
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGIC
Gross Proceeds InvestedfalseGrossProceedsInvested
Exception To RebatetrueExceptionToRebate

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonBRIAN BOSMANamePerson
FieldValueIRS element (for citing)
RelationshipSEE PART VRelationship
Amount Of Transaction102087AmountOfTransaction
Description Of TransactionLEGAL FEESDescriptionOfTransaction
Sharing Of RevenuesfalseSharingOfRevenues

Form990 Schedule L Part V Form990ScheduleLPartV

FieldValueIRS element (for citing)
IdentifierADDITIONAL INFORMATIONIdentifier
Return ReferenceSCHEDULE L PART VReturnReference
ExplanationBRIAN BOSMA DIRECTOR WITH BOSMA INDUSTRIES FOR THE BLIND INC IS A PARTNER WITH KROGER GARDIS AND REGIS LLPExplanation

Schedule M IRS990ScheduleM

Other Non Cash Contributions Table OtherNonCashContributionsTable

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
DescriptionSOFTWAREDescription
Number Of Contributions150NumberOfContributions
Noncash Contribs Rptd F99027250NoncashContribsRptdF990
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGifts
Third Parties UsedfalseThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990FORM 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.
ENFORCEMENT OF CONFLICTS POLICYFORM 990, PAGE 6, PART VI, LINE 12CTHE 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.
COMPENSATION PROCESS FOR TOP OFFICIALFORM 990, PAGE 6, PART VI, LINE 15ATHE PROCESS FOR DETERMINING COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE.
COMPENSATION PROCESS FOR OFFICERSFORM 990, PAGE 6, PART VI, LINE 15BTHE PROCESS FOR DETERMINING COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE FINANCE/AUDIT COMMITTEE CHAIRMAN AND COMMITTEE MEMBER.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATIONFORM 990, PAGE 6, PART VI, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
OTHER CHANGES IN NET ASSETS EXPLANATIONFORM 990, PART XI, LINE 5UNREALIZED LOSS ON INTEREST RATE SWAP: (169,479)

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1THE BOSMA VISIONARY FOUNDATION INCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line18020 ZIONSVILLE ROADAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46268ZIPCode
FieldValueIRS element (for citing)
EIN264808603EIN
Primary ActivitiesSUPPORTPrimaryActivities
Legal Domicile StateINLegalDomicileState
Exempt Code Section501C3ExemptCodeSection
Public Charity Status11APublicCharityStatus
Direct Controlling Entity NAN/ADirectControllingEntityNA
Controlled OrgfalseControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgstruePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgstruePerformOfServicesByOtherOrgs
Sharing Of FacilitiestrueSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgtrueReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgtrueReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1BOSMA VISIONARY OPPORTUNITIES FDNBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeKTransactionType
Amount Involved50000AmountInvolved
Method Of Amt DeterminationCOSTMethodOfAmtDetermination

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