BOSMA INDUSTRIES FOR THE BLIND INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BOSMA INDUSTRIES FOR THE BLIND INC (EIN 31-1246086)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-14
- IRS object ID
- 201541349349303974
- Schema version
- 2013v4.0
- 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
- 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) |
|---|---|---|
| Return | 2015-05-14T12:03:37-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205520612 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | L M HENDERSON & COMPANY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| 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 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311246086 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSMA INDUSTRIES FOR THE BLIND INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOSM | BusinessNameControlTxt |
| Phone | 3176840600 | PhoneNum |
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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMI HUBBARD | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3176840600 | PhoneNum |
| Signature | 2015-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES J CLINE | PreparerPersonNm |
| PTIN | P00151432 | PTIN |
| Phone | 3175661000 | PhoneNum |
| Preparation | 2015-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSMA ENTERPRISES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LOU MONEYMAKER | PrincipalOfficerNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $56,019,115 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BOSMA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | BOSMA ENTERPRISES, CREATING OPPORTUNITIES FOR INDIVIDUALS WHO ARE BLIND OR VISUALLY IMPAIRED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 292 | TotalEmployeeCnt |
| Total Volunteers | 146 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $649,499 | PYContributionsGrantsAmt |
| CY Contributions Grants | $547,543 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $48,517,514 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $55,291,432 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,074 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,420 | CYInvestmentIncomeAmt |
| PY Other Revenue | $138,125 | PYOtherRevenueAmt |
| CY Other Revenue | $156,522 | CYOtherRevenueAmt |
| PY Total Revenue | $49,306,212 | PYTotalRevenueAmt |
| CY Total Revenue | $56,008,917 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,169,336 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,599,647 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $363,333 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $39,258,970 | PYOtherExpensesAmt |
| CY Other Expenses | $44,504,129 | CYOtherExpensesAmt |
| PY Total Expenses | $45,428,306 | PYTotalExpensesAmt |
| CY Total Expenses | $51,103,776 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,877,906 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,905,141 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,598,230 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,631,810 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,759,262 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,865,730 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,838,968 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,766,080 | NetAssetsOrFundBalancesEOYAmt |
| Mission | BOSMA ENTERPRISES, CREATING OPPORTUNITIES FOR INDIVIDUALS WHO ARE BLIND OR VISUALLY IMPAIRED. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $43,666,700 | ExpenseAmt |
| Revenue | $54,487,140 | RevenueAmt |
| Desc | PROVIDED BLIND AND VISUALLY IMPAIRED INDIVIDUALS (CLIENTS) WITH WORK OPPORTUNITIES THROUGH ITS SERVICE AND MANUFACTURING OPERATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,127,660 | ExpenseAmt |
| Revenue | $804,292 | RevenueAmt |
| Desc | PROVIDED REHABILITATION PROGRAMS AND TRAINING THROUGH ITS REHABILITATION CENTER. PLUS, DEVELOPED SITUATIONAL ASSESSMENT AND VOCATIONAL SKILLS TRAINING PROGRAMS FOR THESE INDIVIDUALS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $46,794,360 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 42 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 292 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMI HUBBARD | PersonNm |
| Phone | 3176840600 | PhoneNum |
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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| LOU MONEYMAKER | |||||||||
| PRESIDENT/CE | 40.00 | 1.00 | Yes (X) | Yes (X) | $266,653 | $0 | $12,012 | ||
| BRIAN BOSMA | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN L BUCKSOT | |||||||||
| SECRETARY/TR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DONALD KOORS | |||||||||
| DIRECTOR/PAS | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DANIELLE TUSCHONG | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL J STEWART | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BART BOOK | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| REBECCA W JACKLIN | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY MITTMAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LUCIA WEATHERS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN MANDRELL | |||||||||
| CHAIRMAN | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN M POWELL | |||||||||
| IMMEDIATE PA | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOICE WADE | |||||||||
| VP HUMAN RES | 40.00 | Yes (X) | $157,333 | $0 | $7,314 | ||||
| DOUGLAS PINGEL | |||||||||
| VP OPERATION | 40.00 | Yes (X) | $150,604 | $0 | $16,817 | ||||
| HEATHER QUIGLEY-ALLEN | |||||||||
| VP MARKETING | 30.00 | 10.00 | Yes (X) | $122,925 | $0 | $6,354 | |||
| JAMES MICHAELS | |||||||||
| VP PROGRAM S | 40.00 | Yes (X) | $114,273 | $0 | $16,745 | ||||
| STEVEN FREDWELL | |||||||||
| SR DIRECTOR | 40.00 | Yes (X) | $95,446 | $0 | $0 | ||||
| JAMI HUBBARD | |||||||||
| CFO | 40.00 | Yes (X) | $90,930 | $0 | $10,366 | ||||
| DAVID SMITH | |||||||||
| SR DIR BUSIN | 40.00 | Yes (X) | $80,287 | $0 | $0 | ||||
| JASON BAILEY | |||||||||
| LEAD NETWORK | 40.00 | $112,681 | $0 | $6,183 | Yes (X) | ||||
| SHERRI L HOTTLE | |||||||||
| SR MANAGER O | 40.00 | $110,783 | $0 | $10,042 | Yes (X) | ||||
| ANNE VEZA | |||||||||
| SR. MAN. PUR | 40.00 | $110,377 | $0 | $9,734 | Yes (X) | ||||
| PATRICIA GADZALA | |||||||||
| FORMER CFO | 40.00 | $167,290 | $0 | $13,175 | Yes (X) | ||||
| REMONA COWSER | |||||||||
| FORMER VP SA | 40.00 | $153,716 | $0 | $6,663 | Yes (X) | ||||
| CONNIE CAMPBELL | |||||||||
| FORMER COO | 0.00 | $144,162 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,877,460 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $115,405 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CDW LLC | |||||
| PO BOX 75723 | CHICAGO | IL | 606755723 | TECHNOLOGY | $137,783 |
| KROGER GARDIS REGAS LLP | |||||
| 111 MONUMENT CIRCLE STE 900 | INDIANAPOLIS | IN | 462045125 | LEGAL FEES | $109,004 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $87,416 | FederatedCampaignsAmt |
| Government Grants | $237,608 | GovernmentGrantsAmt |
| All Other Contributions | $222,519 | AllOtherContributionsAmt |
| Total Contributions | $547,543 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYMENT SERVICES | 624310 | $54,487,140 | $54,487,140 |
| REHABILITATION SERVICES | 561300 | $804,292 | $804,292 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $55,291,432 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,420 | TotalRevenueColumnAmt |
| Exclusion | $13,420 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $73,153 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $10,198 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $62,955 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,955 | TotalRevenueColumnAmt |
| Exclusion | $62,955 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $93,567 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $93,567 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $93,567 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,008,917 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $55,384,999 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $76,375 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,179,827 | TotalAmt |
| Program Services | $2,904,516 | ProgramServicesAmt |
| Management And General | $2,107,569 | ManagementAndGeneralAmt |
| Fundraising | $167,742 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,419,820 | TotalAmt |
| Program Services | $826,394 | ProgramServicesAmt |
| Management And General | $549,564 | ManagementAndGeneralAmt |
| Fundraising | $43,862 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,241 | TotalAmt |
| Program Services | $42,339 | ProgramServicesAmt |
| Management And General | $151,383 | ManagementAndGeneralAmt |
| Fundraising | $519 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,005 | TotalAmt |
| Program Services | $6,030 | ProgramServicesAmt |
| Management And General | $51,901 | ManagementAndGeneralAmt |
| Fundraising | $74 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $498,187 | TotalAmt |
| Program Services | $498,187 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,595 | TotalAmt |
| Program Services | $172,027 | ProgramServicesAmt |
| Management And General | $94,594 | ManagementAndGeneralAmt |
| Fundraising | $4,974 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,960 | TotalAmt |
| Program Services | $107,737 | ProgramServicesAmt |
| Management And General | $174,042 | ManagementAndGeneralAmt |
| Fundraising | $4,181 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,170 | TotalAmt |
| Program Services | $22,905 | ProgramServicesAmt |
| Management And General | $16,428 | ManagementAndGeneralAmt |
| Fundraising | $1,837 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,099 | TotalAmt |
| Program Services | $75,584 | ProgramServicesAmt |
| Management And General | $37,792 | ManagementAndGeneralAmt |
| Fundraising | $4,723 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,862 | TotalAmt |
| Program Services | $122,637 | ProgramServicesAmt |
| Management And General | $92,992 | ManagementAndGeneralAmt |
| Fundraising | $233 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,928 | TotalAmt |
| Program Services | $19,793 | ProgramServicesAmt |
| Management And General | $21,514 | ManagementAndGeneralAmt |
| Fundraising | $621 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM RELATED COGS | $38,097,999 | $38,097,999 | ||
| COMMISSION EXPENSE | $2,017,245 | $2,015,502 | $1,743 | |
| FREIGHT | $1,354,215 | $1,354,215 | ||
| PROCESS IMPROVEMENT | $508,536 | $254,268 | $127,134 | $127,134 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $801,087 | TotalAmt |
| Program Services | $274,227 | ProgramServicesAmt |
| Management And General | $519,427 | ManagementAndGeneralAmt |
| Fundraising | $7,433 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,103,776 | TotalAmt |
| Program Services | $46,794,360 | ProgramServicesAmt |
| Management And General | $3,946,083 | ManagementAndGeneralAmt |
| Fundraising | $363,333 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,903,405 | BOYAmt |
| EOY | $7,663,664 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $847,870 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,078,127 | BOYAmt |
| EOY | $5,571,549 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,934,882 | BOYAmt |
| EOY | $7,966,655 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,495 | BOYAmt |
| EOY | $216,685 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,311,532 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,449,817 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,770,276 | BOYAmt |
| EOY | $6,861,715 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,744,825 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $755,045 | BOYAmt |
| EOY | $758,847 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,598,230 | BOYAmt |
| EOY | $31,631,810 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,052,352 | BOYAmt |
| EOY | $4,332,419 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $20,587 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,795,000 | BOYAmt |
| EOY | $2,665,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $911,910 | BOYAmt |
| EOY | $847,724 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,759,262 | BOYAmt |
| EOY | $7,865,730 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,838,968 | BOYAmt |
| EOY | $23,766,080 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,838,968 | BOYAmt |
| EOY | $23,766,080 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,598,230 | BOYAmt |
| EOY | $31,631,810 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,905,141 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $21,971 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $812,743 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $347,637 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $317,606 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $649,499 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $547,543 | CurrentTaxYearAmt |
| Total | $2,675,028 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,615,935 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,067,252 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,404,598 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,593,233 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,384,999 | CurrentTaxYearAmt |
| Total | $221,066,017 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,428,678 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,414,889 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,722,204 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,242,732 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,932,542 | CurrentTaxYearAmt |
| Total | $223,741,045 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $223,741,045 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,453 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,039 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,074 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,573 | CurrentTaxYearAmt |
| Total | $93,389 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,453 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,039 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,074 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,573 | CurrentTaxYearAmt |
| Total | $93,389 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $42,380 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67,791 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,755 | CurrentTaxYearMinus1YearAmt |
| Total | $134,926 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,431,131 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,459,519 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,791,034 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,268,561 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,019,115 | CurrentTaxYearAmt |
| Total | $223,969,360 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99900 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99920 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $959,797 | BeginningYearBalanceAmt |
| Contributions | $329,599 | ContributionsAmt |
| Investment Earnings Or Losses | $100,885 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,390,281 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $304,858 | BeginningYearBalanceAmt |
| Contributions | $628,475 | ContributionsAmt |
| Investment Earnings Or Losses | $26,464 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $959,797 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $303,410 | ContributionsAmt |
| Investment Earnings Or Losses | $1,448 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $304,858 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,588,200 | OtherCostOrOtherBasisAmt |
| Book Value | $1,588,200 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,906,224 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,337,479 | DepreciationAmt |
| Book Value | $4,568,745 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,118,019 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,745,583 | DepreciationAmt |
| Book Value | $372,436 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $699,089 | OtherCostOrOtherBasisAmt |
| Depreciation | $366,755 | DepreciationAmt |
| Book Value | $332,334 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,861,715 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERED COMPENSATION OBLIGATION | $488,607 |
| INTEREST RATE SWAP | $359,117 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $847,724 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|
| LOU MONEYMAKER | |||||
| PRESIDENT/CEO | $181,545 | $71,441 | $13,667 | $12,012 | $278,665 |
| JOICE WADE | |||||
| VP HUMAN RESOURCES | $117,665 | $29,782 | $9,886 | $7,314 | $164,647 |
| DOUGLAS PINGEL | |||||
| VP OPERATIONS | $111,273 | $29,753 | $9,578 | $16,817 | $167,421 |
| PATRICIA GADZALA | |||||
| FORMER CFO | $123,817 | $34,268 | $9,205 | $13,175 | $180,465 |
| REMONA COWSER | |||||
| FORMER VP SALES | $114,224 | $29,671 | $9,821 | $6,663 | $160,379 |
| CONNIE CAMPBELL | |||||
| FORMER COO | $144,162 | $144,162 | |||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PAGE 1, PART I, LINE 4 | FormAndLineReferenceDesc |
| Explanation | CONNIE CAMPBELL 144,162 0 0 | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA FINANCE AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 351602316 | BondIssuerEIN |
| CUSIP | 45505RBG9 | CUSIPNum |
| Bond Issued | 2007-06-28 | BondIssuedDt |
| Issue Price | $3,365,000 | IssuePriceAmt |
| Purpose | PAY OFF TAXABLE BONDS | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $700,000 | RetiredAmt |
| Total Proceeds | $3,365,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $73,674 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $292,033 | CapitalExpendituresAmt |
| Other Spent Proceeds | $2,999,293 | OtherSpentProceedsAmt |
| Substantial Completion | 2008 | SubstantialCompletionYr |
| Current Refunding | false | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | Yes (true) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN BOSMA | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE PART V | RelationshipDescriptionTxt |
| Transaction | $136,318 | TransactionAmt |
| Transaction | LEGAL FEES | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART V | FormAndLineReferenceDesc |
| Explanation | BRIAN BOSMA, DIRECTOR WITH BOSMA INDUSTRIES FOR THE BLIND INC., IS A PARTNER WITH KROGER, GARDIS, AND REGIS, LLP. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF FORM 990 IS PROVIDED TO THE FINANCE/AUDIT COMMITTEE PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY CONTINUOUS MONITORING BY THE GOVERNANCE COMMITTEE AS WELL AS DISCUSSED AT BOARD MEETINGS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE PROCESS FOR DETERMINING COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE PROCESS FOR DETERMINING COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE FINANCE/AUDIT COMMITTEE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOSMA VISIONARY FOUNDATION INC | BusinessNameLine1 |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264808603 | EIN |
| Primary Activities | SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 11A | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSMA VISIONARY OPPORTUNITIES FDN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | L | TransactionTypeTxt |
| Involved | $50,000 | InvolvedAmt |
| Method Of Amount Determination | COST | MethodOfAmountDeterminationTxt |