BOSMA INDUSTRIES FOR THE BLIND INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BOSMA INDUSTRIES FOR THE BLIND INC (EIN 31-1246086)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-11
- IRS object ID
- 201131319349300408
- Schema version
- 2009v1.7
- 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 | 2011-05-11T06:55:36-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | 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 Street Suite 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 | 2009-07-01 | 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 | VP FINANCE AND ACCOUNTING | Title |
| Phone | 3176840600 | Phone |
| Date Signed | 2011-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | James J Cline | Name |
| Phone | 3175661000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | 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 | PATRICIA A GADZALA | 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 | 36483096 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| 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 | EMPOWERS THE BLIND AND VISUALLY IMPAIRED TO REACH THEIR EMPLOYMENT AND OTHER GOALS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 250 | TotalNbrEmployees |
| Total Nbr Volunteers | 190 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1258815 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 812743 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 567658 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 730393 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 9784 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2453 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 8704761 | OtherRevenuePriorYear |
| Other Revenue Current Year | 10213099 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10541018 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11758688 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4644784 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5305816 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 272934 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3784637 | OtherExpensePriorYear |
| Other Expenses Current Year | 4312673 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8429421 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9618489 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2111597 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2140199 | RevenuesLessExpensesCY |
| Total Assets BOY | 17040781 | TotalAssetsBOY |
| Total Assets EOY | 19182778 | TotalAssetsEOY |
| Total Liabilities BOY | 8065260 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8139956 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8975521 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 11042822 | NetAssetsOrFundBalancesEOY |
| 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, AND SELF-DETERMINATION GOALS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7726934 | Expense |
| Revenue | 730393 | Revenue |
| Description | PROVIDED 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 Expense | 7726934 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 20 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 250 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA A GADZALA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| BRIAN BOSMA | |||||||
| dIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| STEVEN L BUCKSOT CPA | |||||||
| SECRETARY/TREASURER | 0.50 | X | 0 | 0 | 0 | X | |
| LOU MONEYMAKER | |||||||
| CEO/PRESIDENT | 45.00 | X | 244668 | 0 | 17002 | X | X |
| DONALD KOORS | |||||||
| CHAIRMAN | 0.50 | X | 0 | 0 | 0 | X | |
| STEPHEN MIDKIFF | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| MICHAEL J STEWART | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| DAVID BONCOSKY | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| BART BOOK | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| REBECCA W JACKLIN | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| STEPHEN M POWELL | |||||||
| VICE CHAIRMAN | 0.50 | X | 0 | 0 | 0 | X | |
| MICHAEL S DALRYMPLE | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| KEVIN MANDRELL | |||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||
| CONNIE CAMPBELL | |||||||
| EXECUTIVE VP/COO/CFO | 45.00 | 190654 | 0 | 22111 | X | X | |
| JOICE WADE | |||||||
| VP PROGRAM SERVICES | 50.00 | 147733 | 0 | 11077 | X | X | |
| DOUGLAS PINGEL | |||||||
| VP OPERATIONS | 50.00 | 142015 | 0 | 19165 | X | X | |
| PATRICIA GADZALA | |||||||
| VP FIN & ACCT | 50.00 | 148616 | 0 | 16870 | X | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 873686 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 86225 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ERIC BRETT DAILEY | |||||
| 12732 PAVESTONE COURT | FISHERS | IN | 46037 | BUSINESS DEVELOPMENT | 147223 |
| KROGER GARDIS & REGIS LLP | |||||
| 111 MONUMENT CIRCLE SUITE 900 | INDIANAPOLIS | IN | 46204 | LEGAL SERVICES | 125374 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Government Grants | 636653 | GovernmentGrants |
| All Other Contributions | 176090 | AllOtherContributions |
| Total Contributions | 812743 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| REHABILITATION SERVICE | 624310 | 637925 | 637925 |
| EMPLOYMENT SERVICES | 561300 | 76336 | 76336 |
| COUNSELING SERVICE | 624100 | 13600 | 13600 |
| BISTRO/LIVING STORE | 722210 | 2532 | 2532 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 730393 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2453 | TotalRevenueColumn |
| Exclusion | $2,453 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 34933107 | GrossSalesOfInventory |
| Cost Of Goods Sold | 24724408 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10208699 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10208699 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 4400 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4400 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4400 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11758688 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10943492 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,453 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4144967 | Total |
| Program Services | 3007673 | ProgramServices |
| Management And General | 942257 | ManagementAndGeneral |
| Fundraising | 195037 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1160849 | Total |
| Program Services | 895333 | ProgramServices |
| Management And General | 261821 | ManagementAndGeneral |
| Fundraising | 3695 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119326 | Total |
| Management And General | 106080 | ManagementAndGeneral |
| Fundraising | 13246 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53609 | Total |
| Program Services | 6000 | ProgramServices |
| Management And General | 47609 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 276049 | Total |
| Program Services | 276049 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186495 | Total |
| Program Services | 143934 | ProgramServices |
| Management And General | 30414 | ManagementAndGeneral |
| Fundraising | 12147 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 313850 | Total |
| Program Services | 221229 | ProgramServices |
| Management And General | 75918 | ManagementAndGeneral |
| Fundraising | 16703 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4966 | Total |
| Program Services | 4862 | ProgramServices |
| Fundraising | 104 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114744 | Total |
| Program Services | 114744 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 326439 | Total |
| Program Services | 262775 | ProgramServices |
| Management And General | 57433 | ManagementAndGeneral |
| Fundraising | 6231 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9219 | Total |
| Program Services | 1230 | ProgramServices |
| Management And General | 7989 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| COMMISSION EXPENSE | 1197859 | 1197859 | ||
| FREIGHT | 863425 | 863425 | ||
| CONTRACTED SERVICES | 315182 | 235903 | 60486 | 18793 |
| PAYMENT TO BOSMA FDN. | 180815 | 180815 | ||
| MERCHANT FEES | 139170 | 139170 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 211525 | Total |
| Program Services | 175933 | ProgramServices |
| Management And General | 28614 | ManagementAndGeneral |
| Fundraising | 6978 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9618489 | Total |
| Program Services | 7726934 | ProgramServices |
| Management And General | 1618621 | ManagementAndGeneral |
| Fundraising | 272934 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1847216 | BOY |
| EOY | 4277894 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3577364 | BOY |
| EOY | 4615879 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5831386 | BOY |
| EOY | 4342878 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104874 | BOY |
| EOY | 96791 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 8821947 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3268619 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5438908 | BOY |
| EOY | 5553328 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 241033 | BOY |
| EOY | 296008 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17040781 | BOY |
| EOY | 19182778 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4271873 | BOY |
| EOY | 4319114 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3265000 | BOY |
| EOY | 3155000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 528387 | BOY |
| EOY | 665842 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8065260 | BOY |
| EOY | 8139956 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8907143 | BOY |
| EOY | 11042822 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68378 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8975521 | BOY |
| EOY | 11042822 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17040781 | BOY |
| EOY | 19182778 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 523814 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2545824 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1905106 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1826473 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1543136 | CurrentTaxYear |
| Total | 8344353 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 523814 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2545824 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1905106 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1826473 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1543136 | CurrentTaxYear |
| Total | 8344353 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 221064 | AmountsSubstContributorsTotal |
| Public Support Total170 | 8123289 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2402 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3244 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 48541 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9784 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2453 | CurrentTaxYear |
| Total | 66424 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 102 | CurrentTaxYearMinus4Years |
| Total | 102 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 8410879 | TotalSupport |
| Gross Receipts From Admissions Etc | 128670968 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.96580 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.95610 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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) |
|---|---|---|
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 700700 | OtherCostOrOtherBasis |
| Book Value | 700700 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4887999 | OtherCostOrOtherBasis |
| Depreciation | 1050341 | Depreciation |
| Book Value | 3837658 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2877507 | OtherCostOrOtherBasis |
| Depreciation | 2034121 | Depreciation |
| Book Value | 843386 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 355741 | OtherCostOrOtherBasis |
| Depreciation | 184157 | Depreciation |
| Book Value | 171584 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5553328 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERED COMPENSATION OBLIGATION | $229,244 |
| INTEREST RATE SWAP | $430,725 |
| CUSTOMER DEPOSITS | $5,873 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 665842 | TotalOfAmounts |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LOU MONEYMAKER | |||||||||||||
| 167515 | 0 | 64573 | 0 | 12580 | 0 | 4125 | 0 | 12877 | 0 | 261670 | 0 | 0 | 0 |
| CONNIE CAMPBELL | |||||||||||||
| 130875 | 0 | 47982 | 0 | 11797 | 0 | 4125 | 0 | 17986 | 0 | 212765 | 0 | 0 | 0 |
| JOICE WADE | |||||||||||||
| 107850 | 0 | 30062 | 0 | 9821 | 0 | 4125 | 0 | 6952 | 0 | 158810 | 0 | 0 | 0 |
| DOUGLAS PINGEL | |||||||||||||
| 102440 | 0 | 30062 | 0 | 9513 | 0 | 1312 | 0 | 17853 | 0 | 161180 | 0 | 0 | 0 |
| PATRICIA GADZALA | |||||||||||||
| 108870 | 0 | 30062 | 0 | 9684 | 0 | 4125 | 0 | 12745 | 0 | 165486 | 0 | 0 | 0 |
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 | TO PAY OFF TAXABLE BONDS | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
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 SCHEDULE O | Relationship |
| Amount Of Transaction | 109478 | AmountOfTransaction |
| Description Of Transaction | LEGAL FEES | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | A COPY OF FORM 990 IS AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| Form 990, Part VI, Section B, line 12c | THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY CONTINUOUS MONITORING BY THE GOVERNANCE COMMITTEE AS WELL AS DISCUSSED AT BOARD MEETINGS. |
| Form 990, Part VI, Section B, line 15 | THE PROCESS FOR DETERMINING COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE FINANCE/AUDIT COMMITTEE CHAIRMAN AND COMMITTEE MEMBER. |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 2C: | THE FINANCE/AUDIT COMMITTEE ASSUMES THE RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AS WELL AS SELECTING THE INDEPENDENT AUDITOR. |
| SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | BRIAN BOSMA, DIRECTOR WITH BOSMA INDUSTRIES FOR THE BLIND INC., IS A PARTNER WITH KROGER, GARDIS, AND REGIS, LLP. |
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 FOUNDATION INC | BusinessNameLine1 |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264808603 | EIN |
| Primary Activities | TO PROVIDE PHILANTHROPIC SUPPORT FOR THE PROGRAMS OF BOSMA ENTERPRISES. | PrimaryActivities |
| Legal Domicile State | IN | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | TYPE I: 509(A)(3) | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| THE BOSMA VISIONARY OPPORTUNITIES FOUNDATION INC | |
| Q | 180815 |
| THE BOSMA VISIONARY OPPORTUNITIES FOUNDATION INC | |
| K | 50000 |
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