BOSMA VISIONARY OPPORTUNITIES FOUNDATION INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BOSMA VISIONARY OPPORTUNITIES FOUNDATION INC (EIN 26-4808603)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-01-14
IRS object ID
202610149349301041
Schema version
2024v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-01-14T14:28:17-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

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
ZIP462403797ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

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)
PersonBRANDON WELLSPersonNm
Person TitleEXEC DIRECTORPersonTitleTxt
Phone3176840600PhoneNum
Signature2026-01-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES J CLINEPreparerPersonNm
PTINP00151432PTIN
Phone3175661000PhoneNum
Preparation2026-01-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

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$26,809,324GrossReceiptsAmt
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 Body10VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers59TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,141,022PYContributionsGrantsAmt
CY Contributions Grants$10,975,352CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,446,911PYInvestmentIncomeAmt
CY Investment Income$818,616CYInvestmentIncomeAmt
PY Other Revenue$87,303PYOtherRevenueAmt
CY Other Revenue$210,784CYOtherRevenueAmt
PY Total Revenue$3,675,236PYTotalRevenueAmt
CY Total Revenue$12,004,752CYTotalRevenueAmt
PY Grants And Similar Paid$234,020PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$237,696CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$621,229CYTotalFundraisingExpenseAmt
PY Other Expenses$795,626PYOtherExpensesAmt
CY Other Expenses$878,075CYOtherExpensesAmt
PY Total Expenses$1,029,646PYTotalExpensesAmt
CY Total Expenses$1,115,771CYTotalExpensesAmt
PY Revenues Less Expenses$2,645,590PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$10,888,981CYRevenuesLessExpensesAmt
Total Assets BOY$15,622,502TotalAssetsBOYAmt
Total Assets EOY$30,005,341TotalAssetsEOYAmt
Total Liabilities BOY$78,725TotalLiabilitiesBOYAmt
Total Liabilities EOY$84,330TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$15,543,777NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$29,921,011NetAssetsOrFundBalancesEOYAmt
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$237,696ExpenseAmt
Grant$237,696GrantAmt
DescTO SUPPORT BOSMA INDUSTRIES FOR THE BLIND, INC.Desc
Total Program Service Expenses$237,696TotalProgramServiceExpensesAmt
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
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
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 IndividualsfalseGrantsToIndividualsInd
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 With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
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
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
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 Members10GoverningBodyVotingMembersCnt
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 (27 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
JEFFREY MITTMAN
DIRECTOR1.0040.00Yes (X)$0$624,020$2,306
TERESA WATSON
CFO0.0040.00$0$318,262$30,668Yes (X)
LISE PACE
EXECUTIVE VP0.0040.00$0$291,451$18,085Yes (X)
DOUGLAS PINGEL TERM DATE 121324
VP OPERATION0.0040.00$0$288,813$18,997Yes (X)
JODI VIRGIL
VP HUMAN RES0.0040.00$0$246,604$30,551Yes (X)
JASON BAILEY
CHIEF TECH.0.0040.00$0$221,502$30,628Yes (X)
DANA WERNER TERM DATE 101224
CHIEF PROJ.0.0040.00$0$204,719$10,764Yes (X)
JAMIE WILBER
VP OF COM. S0.0040.00$0$212,464$1,117Yes (X)
BRANDON WELLS
EXEC DIRECTO0.0040.00Yes (X)$0$201,091$1,755
KRISTIN STICKLE
CONTROLLER0.0040.00$0$173,296$11,551Yes (X)
JAMES MICHAELS TERM DATE 8224
VP PROGRAM S0.0040.00$0$157,009$20,469Yes (X)
DANIEL BRILES
DIR. OF COMP0.0040.00$0$145,122$30,144Yes (X)
TONJA SAPRISSA
SENIOR MGR O0.0040.00$0$134,313$24,638Yes (X)
BRIAN PETRAITS
DIR OF MANUF0.0040.00$0$120,760$30,023Yes (X)
JAMES HOOPINGARNER
DIR. OF DIST0.0040.00$0$119,631$30,012Yes (X)
REBECCA EVANS
AR PAYROLL M40.00$0$143,175$0Yes (X)
MARSHA EGAN
VP OF PROG S0.0040.00$0$119,554$12,108Yes (X)
KEITH BERLEN
DIRECTOR1.001.00$0$0$0Yes (X)
CANDEE CHAMBERS
DIRECTOR1.000.00$0$0$0Yes (X)
RAYMOND COX
DIRECTOR1.000.00$0$0$0Yes (X)
CHRIS DUNLAVY
DIRECTOR1.001.00$0$0$0Yes (X)
MATT FREEL
DIRECTOR1.00$0$0$0Yes (X)
KEVIN MANDRELL
DIRECTOR1.001.00$0$0$0Yes (X)
GREGORY OTTINGER
DIRECTOR1.001.00$0$0$0Yes (X)
JEFF WEBER
DIRECTOR1.001.00$0$0$0Yes (X)
BRIAN BOSMA
CHAIRMAN1.001.00Yes (X)$0$0$0
STEPHEN M POWELL
VICE CHAIRMA1.001.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Tot Reportable Comp Rltd Org$3,721,786TotReportableCompRltdOrgAmt
Total Other Compensation$303,816TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K17IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Fundraising$17,267FundraisingAmt
Related Organizations$10,849,968RelatedOrganizationsAmt
All Other Contributions$108,117AllOtherContributionsAmt
Noncash Contributions$17,267NoncashContributionsAmt
Total Contributions$10,975,352TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$544,367TotalRevenueColumnAmt
Exclusion$544,367ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$14,854,049SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$14,579,800SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$274,249SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$274,249TotalRevenueColumnAmt
Exclusion$274,249ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$435,556FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$17,267ContriRptFundraisingEventAmt
Fundraising Direct Expenses$224,772FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$210,784TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,004,752TotalRevenueColumnAmt
Exclusion$818,616ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$237,696TotalAmt
Program Services$237,696ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$15,218TotalAmt
Management And General$15,218ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$119,859TotalAmt
Management And General$119,859ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,753TotalAmt
Management And General$3,753ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CONTRACTED SERVICES$710,000$115,100$594,900
PROJECT EXPENSE$19,374$19,374
OTHER EXPENSE$4,315$4,315
BANK FEES$2,916$2,916

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,640TotalAmt
Fundraising$2,640FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,115,771TotalAmt
Program Services$237,696ProgramServicesAmt
Management And General$256,846ManagementAndGeneralAmt
Fundraising$621,229FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,105,232BOYAmt
EOY$875,784EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$12,204BOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$66,106BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$8,920BOYAmt
EOY$11,134EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$13,787,540BOYAmt
EOY$28,425,547EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$642,500BOYAmt
EOY$692,876EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$15,622,502BOYAmt
EOY$30,005,341EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$49,563EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$78,725BOYAmt
EOY$34,767EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$78,725BOYAmt
EOY$84,330EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,543,777BOYAmt
EOY$29,921,011EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,543,777BOYAmt
EOY$29,921,011EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,622,502BOYAmt
EOY$30,005,341EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$10,888,981ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,436,495NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$51,758OtherChangesInNetAssetsAmt
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 BLINDBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN311246086EIN
Organization Type10OrganizationTypeCd
Governing Document ListedYes (true)GoverningDocumentListedInd
Support$237,696SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$237,696SupportSumAmt
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$15,213,438BeginningYearBalanceAmt
Contributions$10,330,061ContributionsAmt
Investment Earnings Or Losses$4,356,256InvestmentEarningsOrLossesAmt
Administrative Expenses$125,097AdministrativeExpensesAmt
End Year Balance$29,774,657EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,087,245BeginningYearBalanceAmt
Contributions$274,153ContributionsAmt
Investment Earnings Or Losses$1,909,980InvestmentEarningsOrLossesAmt
Administrative Expenses$57,940AdministrativeExpensesAmt
End Year Balance$15,213,438EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,609,144BeginningYearBalanceAmt
Contributions$249,415ContributionsAmt
Investment Earnings Or Losses$1,265,839InvestmentEarningsOrLossesAmt
Administrative Expenses$37,153AdministrativeExpensesAmt
End Year Balance$13,087,245EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,046,253BeginningYearBalanceAmt
Contributions$194,875ContributionsAmt
Investment Earnings Or Losses-$1,591,845InvestmentEarningsOrLossesAmt
Administrative Expenses$40,139AdministrativeExpensesAmt
End Year Balance$11,609,144EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,183,099BeginningYearBalanceAmt
Contributions$229,784ContributionsAmt
Investment Earnings Or Losses$2,660,856InvestmentEarningsOrLossesAmt
Other Expenditures$9,039OtherExpendituresAmt
Administrative Expenses$18,447AdministrativeExpensesAmt
End Year Balance$13,046,253EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.79000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.12000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.09000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$15,373,146TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$3,436,495NetUnrealizedGainsInvstAmt
Other Revenue$51,758OtherRevenueAmt
Revenue Not Reported$3,488,253RevenueNotReportedAmt
Revenue Subtotal$11,884,893RevenueSubtotalAmt
Other Revenues Not Included$119,859OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$119,859RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$12,004,752TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$995,912TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$995,912ExpensesSubtotalAmt
Other Expenses Not Included$119,859OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$119,859ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,115,771TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 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 YEARS ENDED JUNE 30, 2025 AND JUNE 30, 2024, 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 EXPENSES AS OF JUNE 30, 2025 AND JUNE 30, 2024, OR THE 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 D, PAGE 4, PART XI, LINE 2DCHANGE IN VALUE 51,758
SCHEDULE D, PAGE 4, PART XI, LINE 4BINVESTMENT FEES 119,859
SCHEDULE D, PAGE 4, PART XII, LINE 4BINVESTMENT FEES 119,859

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1DINING IN THE DEvent1Nm
Gross Receipts Event1$377,075GrossReceiptsEvent1Amt
Charitable Contri Event1$11,495CharitableContriEvent1Amt
Gross Revenue Event1$365,580GrossRevenueEvent1Amt
Cash Prizes Event1$715CashPrizesEvent1Amt
Non Cash Prizes Event1$25,720NonCashPrizesEvent1Amt
Rent Facility Costs Event1$24,051RentFacilityCostsEvent1Amt
Food And Beverage Event1$66,768FoodAndBeverageEvent1Amt
Entertainment Event1$6,100EntertainmentEvent1Amt
Other Direct Expenses Event1$38,177OtherDirectExpensesEvent1Amt
Event2VISIONARY GOLFEvent2Nm
Gross Receipts Event2$64,124GrossReceiptsEvent2Amt
Charitable Contri Event2$1,240CharitableContriEvent2Amt
Gross Revenue Event2$62,884GrossRevenueEvent2Amt
Non Cash Prizes Event2$3,600NonCashPrizesEvent2Amt
Rent Facility Costs Event2$25,596RentFacilityCostsEvent2Amt
Food And Beverage Event2$7,321FoodAndBeverageEvent2Amt
Entertainment Event2$5,500EntertainmentEvent2Amt
Other Direct Expenses Event2$4,383OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$11,624GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$4,532CharitableContriOtherEventsAmt
Gross Revenue Other Events$7,092GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$214NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$4,853RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$7,130FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$4,644OthDirectExpnssOtherEventsAmt
Gross Receipts Total$452,823GrossReceiptsTotalAmt
Charitable Contributions Tot$17,267CharitableContributionsTotAmt
Gross Revenue Total Events$435,556GrossRevenueTotalEventsAmt
Cash Prizes Total Events$715CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$29,534NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$54,500RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$81,219FoodAndBeverageTotalEventsAmt
Entertainment Total Events$11,600EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$47,204OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$224,772DirectExpenseSummaryEventsAmt
Net Income Summary$210,784NetIncomeSummaryAmt

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$237,696CashGrantAmt
Purpose Of GrantPROVIDE SUPPORTPurposeOfGrantTxt

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 (15 entries)

TitleTitleTxtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmt
JEFFREY MITTMAN
DIRECTOR$323,667$285,437$14,916$2,306$626,326
TERESA WATSON
CFO$193,994$111,992$12,276$30,668$348,930
LISE PACE
EXECUTIVE VP$177,585$101,350$12,516$18,085$309,536
DOUGLAS PINGEL TERM DATE 121324
VP OPERATIONS$189,078$86,943$12,792$18,997$307,810
JODI VIRGIL
VP HUMAN RESOURCES$146,671$87,757$12,176$30,551$277,155
JASON BAILEY
CHIEF TECH. OFFICER$154,526$54,700$12,276$30,628$252,130
DANA WERNER TERM DATE 101224
CHIEF PROJ. OFFICER$140,863$53,622$10,234$10,764$215,483
JAMIE WILBER
VP OF COM. SALES$155,834$44,450$12,180$1,117$213,581
BRANDON WELLS
EXEC DIRECTOR$151,422$37,550$12,119$1,755$202,846
KRISTIN STICKLE
CONTROLLER$140,553$32,637$106$11,551$184,847
JAMES MICHAELS TERM DATE 8224
VP PROGRAM SERVICES$107,488$42,031$7,490$20,469$177,478
DANIEL BRILES
DIR. OF COMPLIANCE$114,650$30,401$71$30,144$175,266
TONJA SAPRISSA
SENIOR MGR OF SALES$111,464$22,655$194$24,638$158,951
BRIAN PETRAITS
DIR OF MANUFACTURING$99,335$21,366$59$30,023$150,783
MARSHA EGAN
VP OF PROG SERVICE$97,248$19,900$2,406$12,108$131,662

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 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.
FORM 990, PART XI, LINE 9CHANGE IN BENEFICIAL INTEREST 51,758

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 OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
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
B$237,696FAIR MARKET VALUE
BOSMA INDUSTRIES FOR THE BLIND INC
C$10,849,968FAIR MARKET VALUE
BOSMA INDUSTRIES FOR THE BLIND INC
M$710,000COST

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