BOSMA INDUSTRIES FOR THE BLIND INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BOSMA INDUSTRIES FOR THE BLIND INC (EIN 31-1246086)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-15
- IRS object ID
- 201201369349300525
- Schema version
- 2010v3.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T07:10:40-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | L M HENDERSON & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 E 96TH ST STE 200 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46240 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311246086 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSMA INDUSTRIES FOR THE BLIND INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BOSM | NameControl |
| Phone | 3176840600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8020 ZIONSVILLE ROAD | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46268 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICIA A GADZALA | Name |
| Title | V.P. FINANCE AND ACCOUNTING | Title |
| Phone | 3176840600 | Phone |
| Date Signed | 2012-05-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES J CLINE | Name |
| Phone | 3175661000 | Phone |
| Date Prepared | 2012-05-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSMA ENTERPRISES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LOU MONEYMAKER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8020 ZIONSVILLE ROAD | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46268 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 39648970 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BOSMA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | BOSMA 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 Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 246 | TotalNbrEmployees |
| Total Nbr Volunteers | 247 | TotalNbrVolunteers |
| Total Gross UBI | 42380 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 29793 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 812743 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 347637 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 730393 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1117977 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2453 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2250 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 10213099 | OtherRevenuePriorYear |
| Other Revenue Current Year | 11570808 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11758688 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13038672 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5305816 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5715271 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 319681 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4312673 | OtherExpensePriorYear |
| Other Expenses Current Year | 4799477 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9618489 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10514748 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2140199 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2523924 | RevenuesLessExpensesCY |
| Total Assets BOY | 19182778 | TotalAssetsBOY |
| Total Assets EOY | 23799426 | TotalAssetsEOY |
| Total Liabilities BOY | 8139956 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10168750 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11042822 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 13630676 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | BOSMA 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 Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 8443880 | Expense |
| Revenue | 1117977 | Revenue |
| Description | SEE SCHEDULE O. | Description |
| Total Program Service Expense | 8443880 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 17 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 246 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PATRICIA A GADZALA | NamePerson |
| Telephone Number | 3176840600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8020 ZIONSVILLE ROAD | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46268 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| LOU MONEYMAKER | |||||||
| CEO/PRESIDEN | 40.00 | X | X | 246425 | 0 | 12707 | |
| BRIAN BOSMA | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| STEVEN L BUCKSOT CPA | |||||||
| SECRETARY/TR | 0.50 | X | X | 0 | 0 | 0 | |
| DONALD KOORS | |||||||
| IMMEDIATE PA | X | 0 | 0 | 0 | |||
| STEPHEN MIDKIFF | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| MICHAEL J STEWART | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| BART BOOK | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| REBECCA W JACKLIN | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| DAVID BONCOSKY | |||||||
| DIRECTOR | 0.05 | X | 0 | 0 | 0 | ||
| MICHAEL S DALRYMPLE | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| KEVIN MANDRELL | |||||||
| VICE CHAIRMA | 0.50 | X | X | 0 | 0 | 0 | |
| STEPHEN M POWELL | |||||||
| CHAIRMAN | 0.50 | X | X | 0 | 0 | 0 | |
| CONNIE CAMPBELL | |||||||
| EXECUTIVE VP | 40.00 | X | 193065 | 0 | 12328 | ||
| JOICE WADE | |||||||
| VP PROGRAM S | 40.00 | X | 149999 | 0 | 6844 | ||
| PATRICIA GADZALA | |||||||
| VP FIN & ACC | 40.00 | X | 148065 | 0 | 12561 | ||
| DOUGLAS PINGEL | |||||||
| VP OPERATION | 40.00 | X | 144865 | 0 | 17792 | ||
| REMONA TAYLOR | |||||||
| VP SALES/ABI | 40.00 | 138999 | 0 | 10564 | X | ||
| JASON BAILEY | |||||||
| NETWORK ADMI | 40.00 | 106181 | 0 | 1162 | X | ||
| SHERI BLAND | |||||||
| SENIOR SALES | 40.00 | 100675 | 0 | 14121 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1228274 | TotalReportableCompFromOrg |
| Total Other Compensation | 88079 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ERIC BRETT DAILEY | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12732 PAVESTONE COURT | AddressLine1 |
| City | FISHERS | City |
| State | IN | State |
| ZIP Code | 46037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | BUSINESS DEVLP | DescriptionOfServices |
| Compensation | 169114 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Government Grants | 38904 | GovernmentGrants |
| All Other Contributions | 308733 | AllOtherContributions |
| Noncash Contributions | 4940 | NoncashContributions |
| Total Contributions | 347637 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| REHABILITATION SERVICE | 624310 | 832502 | 832502 |
| BUSINESS ENTERPRISE PROGRAM | 561499 | 162067 | 162067 |
| EMPLOYMENT SERVICES | 561300 | 88264 | 88264 |
| BISTRO/LIVING STORE | 722210 | 15751 | 15751 |
| COUNSELING SERVICE | 624100 | 12000 | 12000 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7393 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7393 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1117977 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2250 | TotalRevenueColumn |
| Exclusion | $2,250 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 119858 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 77478 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 42380 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 42380 | TotalRevenueColumn |
| Unrelated Business Revenue | 42380 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 38046304 | GrossSalesOfInventory |
| Cost Of Goods Sold | 26532820 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11513484 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11513484 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 14944 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14944 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 14944 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13038672 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12646405 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 42380 | UnrelatedBusinessRevenue |
| Exclusion | $2,250 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4595204 | Total |
| Program Services | 3306520 | ProgramServices |
| Management And General | 1052103 | ManagementAndGeneral |
| Fundraising | 236581 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1120067 | Total |
| Program Services | 842751 | ProgramServices |
| Management And General | 267657 | ManagementAndGeneral |
| Fundraising | 9659 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54269 | Total |
| Management And General | 52376 | ManagementAndGeneral |
| Fundraising | 1893 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68186 | Total |
| Management And General | 68186 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 351696 | Total |
| Program Services | 351696 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202327 | Total |
| Program Services | 142771 | ProgramServices |
| Management And General | 45550 | ManagementAndGeneral |
| Fundraising | 14006 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 266240 | Total |
| Program Services | 212900 | ProgramServices |
| Management And General | 37373 | ManagementAndGeneral |
| Fundraising | 15967 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2922 | Total |
| Program Services | 2922 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117604 | Total |
| Program Services | 117604 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 382017 | Total |
| Program Services | 295049 | ProgramServices |
| Management And General | 81958 | ManagementAndGeneral |
| Fundraising | 5010 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9948 | Total |
| Program Services | 1959 | ProgramServices |
| Management And General | 7989 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| COMMISSION EXPENSE | 1208956 | 1208956 | ||
| FREIGHT | 1079690 | 1079690 | ||
| CONTRACTED SERVICES | 481709 | 354735 | 106302 | 20672 |
| MERCHANT FEES | 163552 | 163552 | ||
| MISCELLANEOUS | 105655 | 105277 | 378 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 304706 | Total |
| Program Services | 257498 | ProgramServices |
| Management And General | 31315 | ManagementAndGeneral |
| Fundraising | 15893 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10514748 | Total |
| Program Services | 8443880 | ProgramServices |
| Management And General | 1751187 | ManagementAndGeneral |
| Fundraising | 319681 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4277894 | BOY |
| EOY | 3671975 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4615879 | BOY |
| EOY | 4721958 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4342878 | BOY |
| EOY | 7078138 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96791 | BOY |
| EOY | 204356 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 11781482 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4080325 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5553328 | BOY |
| EOY | 7701157 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 296008 | BOY |
| EOY | 421842 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19182778 | BOY |
| EOY | 23799426 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4319114 | BOY |
| EOY | 4573209 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 6174 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3155000 | BOY |
| EOY | 3040000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1840000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 665842 | BOY |
| EOY | 709367 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8139956 | BOY |
| EOY | 10168750 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11042822 | BOY |
| EOY | 13545482 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 85194 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11042822 | BOY |
| EOY | 13630676 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19182778 | BOY |
| EOY | 23799426 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2523924 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 63930 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2545824 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1905106 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1826473 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1543136 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1465614 | CurrentTaxYear |
| Total | 9286153 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22048392 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24382885 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29957199 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33885542 | CurrentTaxYearMinus1Year |
| Current Tax Year | 37949275 | CurrentTaxYear |
| Total | 148223293 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24594216 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26287991 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31783672 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35428678 | CurrentTaxYearMinus1Year |
| Current Tax Year | 39414889 | CurrentTaxYear |
| Total | 157509446 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 157509446 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3244 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 48541 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9784 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2453 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2250 | CurrentTaxYear |
| Total | 66272 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3244 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 48541 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9784 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2453 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2250 | CurrentTaxYear |
| Total | 66272 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 42380 | CurrentTaxYear |
| Total | 42380 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24597460 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26336532 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31793456 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35431131 | CurrentTaxYearMinus1Year |
| Current Tax Year | 39459519 | CurrentTaxYear |
| Total | 157618098 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99930 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 3 | NumberDAFsHeld |
| Grants Paid From Donor Funds | 115000 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 85194 | AggregateDAFValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1588200 | OtherCostOrOtherBasis |
| Book Value | 1588200 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6622729 | OtherCostOrOtherBasis |
| Depreciation | 1346999 | Depreciation |
| Book Value | 5275730 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3265674 | OtherCostOrOtherBasis |
| Depreciation | 2512852 | Depreciation |
| Book Value | 752822 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 304879 | OtherCostOrOtherBasis |
| Depreciation | 220474 | Depreciation |
| Book Value | 84405 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7701157 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTEREST RATE SWAP | $366,795 |
| DEFERED COMPENSATION OBLIGATION | $342,572 |
| CUSTOMER DEPOSITS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 709367 | TotalOfAmounts |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|---|
| LOU MONEYMAKER | ||||
| 168835 | 64311 | 13279 | 12707 | 259132 |
| CONNIE CAMPBELL | ||||
| 128149 | 52935 | 11981 | 12328 | 205393 |
| JOICE WADE | ||||
| 108356 | 31800 | 9843 | 6844 | 156843 |
| PATRICIA GADZALA | ||||
| 106422 | 31800 | 9843 | 12561 | 160626 |
| DOUGLAS PINGEL | ||||
| 103554 | 31800 | 9511 | 17792 | 162657 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA FINANCE AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 351602316 | IssuerEIN |
| CUSIP Number | 45505RBG9 | CUSIPNumber |
| Date Issued | 2007-06-28 | DateIssued |
| Issue Price | 3365000 | IssuePrice |
| Description Of Purpose | PAY OFF TAXABLE BONDS | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | false | FinalAllocationMade |
| Adequate Books And Recds Maintaind | false | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | false | BondCounselRoutinelyEngaged |
| Post Issuance Compliance Procdrs | false | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BRIAN BOSMA | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | SEE PART V | Relationship |
| Amount Of Transaction | 107698 | AmountOfTransaction |
| Description Of Transaction | LEGAL FEES | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION | Identifier |
| Return Reference | SCHEDULE L PART V | ReturnReference |
| Explanation | BRIAN BOSMA DIRECTOR WITH BOSMA INDUSTRIES FOR THE BLIND INC IS A PARTNER AT KROGER GARDIS AND REGIS LLP | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ADDITIONAL INFORMATION | FORM 990, PART III | BOSMA ENTERPRISES OFFERS VISION REHABILITATION TRAINING, EMPLOYMENT OPPORTUNITIES, AND JOB SPECIFIC VOCATIONAL TRAINING TO INDIVIDUALS WHO ARE LEGALLY BLIND OR VISUALLY IMPAIRED. THERE ARE THREE MAJOR SERVICE AREAS OFFERED THROUGH THE ORGANIZATION INCLUDING: 1. VISION REHABILITATION TRAINING-THE REHABILITATION CENTER PROVIDES COMPREHENSIVE VISION REHABILITATION SERVICES TO MEET THE NEEDS OF ADULTS. PARTICIPANTS WORK WITH PROFESSIONAL STAFF IN CENTER BASED PROGRAMMING TO IDENTIFY AND REACH THEIR INDIVIDUAL GOALS OVER AN APPROXIMATE 4 MONTH TIME FRAME. AREAS OF INSTRUCTION INCLUDE, BUT ARE NOT LIMITED TO, DAILY LIVING SKILLS, ASSISTIVE TECHNOLOGY, ADJUSTMENT COUNSELING, EDUCATIONAL SERVICES, KEYBOARDING, MANUAL SKILLS, AND TRAVEL SKILLS. THE ITINERANT REHABILITATION TEACHING PROGRAM AND SENIOR PROGRAMS; ALTHOUGH NOT AS COMPREHENSIVE, PROVIDES SIMILAR TRAINING AS IS CONDUCTED IN THE REHABILITATION CENTER, BUT IT IS PROVIDED IN THE INDIVIDUAL'S HOME OR IN A COMMUNITY SETTING. 2. EMPLOYMENT OPPORTUNITIES-INDIVIDUALS ARE PROVIDED EMPLOYMENT OPPORTUNITIES THROUGH BOSMA'S MANUFACTURING OPERATIONS AND IN ADDITION AN EMPLOYMENT SERVICES PROGRAM HELPS INDIVIDUALS IDENTIFY, ACHIEVE, AND RETAIN EMPLOYMENT IN THE COMMUNITY. 3. JOB SPECIFIC TRAINING FOR CUSTOMER SERVICE POSITIONS AND CONTACT CENTER WORK ARE CURRENTLY PROVIDED THROUGH THE REHABILITATION CENTER PROGRAM. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF FORM 990 IS PROVIDED TO THE CHAIRPERSON OF THE FINANCE/AUDIT COMMITTEE AND IS MADE AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| ENFORCEMENT OF CONFLICTS POLICY | 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. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | BASE COMPENSATION AND BONUS FOR THE CEO/PRESIDENT, OFFICERS AND KEY EMPLOYEES ARE REVIEWED AND APPROVED ANNUALLY BY BOSMA'S FINANCE AND AUDIT COMMITTEE THROUGH BUDGET APPROVAL OF OVERALL SALARIES AND RELATED LABOR BURDEN. BASE COMPENSATION RANGES ARE REVIEWED AND APPROVED BY THE FINANCE AND AUDIT COMMITTEE ANNUALLY. BASE SALARIES AND BONUSES FOR THE CEO/PRESIDENT, OFFICERS AND KEY EMPLOYEES ARE SUBJECT TO A PERIODIC REVIEW BY AN INDEPENDENT PARTY, NO LESS THAN EVERY OTHER YEAR. ANNUALLY, THE BASE COMPENSATION AND BONUS FOR THE CEO/PRESIDENT IS ADDITIONALLY SUBJECT TO THE FINAL REVIEW AND APPROVAL OF BOSMA'S EXECUTIVE COMMITTEE. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | BASE COMPENSATION FOR THE CEO/PRESIDENT, OFFICERS AND KEY EMPLOYEES ARE REVIEWED AND APPROVED ANNUALLY BY BOSMA'S FINANCE AND AUDIT COMMITTEE THROUGH BUDGET APPROVAL OF OVERALL SALARIES AND RELATED LABOR BURDEN. BASE COMPENSATION RANGES ARE REVIEWED AND APPROVED BY THE FINANCE AND AUDIT COMMITTEE ANNUALLY. BASE SALARIES AND BONUSES FOR THE CEO/PRESIDENT, OFFICERS AND KEY EMPLOYEES ARE SUBJECT TO A PERIODIC REVIEW BY AN INDEPENDENT PARTY, NO LESS THAN EVERY OTHER YEAR. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | 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. |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 5 | UNREALIZED GAIN ON INTEREST RATE SWAP: 63,930 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOSMA VISIONARY OPPORTUNITIES | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FOUNDATION INC-8020 ZIONSVILLE RD | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46268 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264808603 | EIN |
| Primary Activities | PART VII | PrimaryActivities |
| Legal Domicile State | IN | LegalDomicileState |
| Exempt Code Section | 501C3 | ExemptCodeSection |
| Public Charity Status | 11A | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE PART VII | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | K | TransactionType |
| Amount Involved | 50000 | AmountInvolved |
| Method Of Amt Determination | COST | MethodOfAmtDetermination |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION | Identifier |
| Return Reference | SCHEDULE R | ReturnReference |
| Explanation | PART II COLUMN B PRIMARY ACTIVITY THE PRIMARY ACTIVITY OF THE BOSMA VISIONARY OPPORTUNITIES FOUNDATION INC IS TO PROVIDE PHILANTHROPIC SUPPORT FOR THE PROGRAMS OF BOSMA ENTERPRISES PART II COLUMN E PUBLIC CHARITY STATUS THE BOSMA VISIONARY OPPORTUNITIES FOUNDATION INC IS A TYPE I 509A3 ORGANIZATION PART V QUESTION 2 LINE 1 TRANSACTIONS WITH RELATED ORGANIZATIONS THE BOSMA VISIONARY OPPORTUNITIES FOUNDATION INC | Explanation |
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