CELEBRATING A CENTURY OF OPPORTUNITIES ANNUAL REPORTS

CELEBRATING A CENTURY OF OPPORTUNITIES 1915 -2015 2015 ANNUAL REPORTS THE FACES HAVE CHANGED BUT THE MISSION REMAINS THE SAME This past year marked...
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CELEBRATING A CENTURY OF OPPORTUNITIES 1915 -2015

2015 ANNUAL REPORTS

THE FACES HAVE CHANGED BUT THE MISSION REMAINS THE SAME This past year marked the 100th anniversary of Bosma Enterprises. In this annual report, we’ll look back and honor those who gave their time, talent and treasure to make it all possible. Most importantly—we’ll show you the impact of Bosma’s mission on Hoosiers who are blind or visually impaired.

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THE NEED IS GREAT

Imagine losing your sight tomorrow. How would you function? How would you carry out daily tasks? For the last century, Bosma Enterprises has provided employment and skills training allowing many to live their lives independently. However, there are thousands of people who could still use our services.

165,400 Hoosiers are blind or visually impaired

We are working to dispel the myths and misconceptions about the capabilities of people who are blind. Every day, Bosma Enterprises demonstrates how a diverse workforce can power a thriving company.

There’s a 70% unemployment rate among people with vision loss

Experts predict by 2030, rates of vision loss will double due to the country’s aging population 2015

2030

MAKING A DIFFERENCE IN THE COMMUNITY

105 employees at Bosma Enterprises are blind or visually impaired, which is nearly 60% of our workforce

55+ million media impressions expanding awareness in the community about our mission

30 clients placed at 23 different companies, creating diverse workforces and changing minds about the abilites of people who are blind in their workplace

Letter to stakeholders Friends, For 100 years, Bosma Enterprises has worked to create opportunities for people who are blind. Over the past year, we celebrated our centennial, and as our TV commercial stated, “The faces have changed, but the mission remains the same.”

Lou Moneymaker

Bart Book

We are dedicated to bringing equality to people who are blind or visually impaired. From our humble beginnings as a small state agency, to a thriving $60 million company, we have never lost sight of touching the lives of those individuals we serve. You’ll see throughout these pages the true impact of Bosma Enterprises. Thank you for such an incredible year. We served hundreds of people statewide, teaching the skills they need to be independent. Many went through our rehabilitation center, but we also reached people in their homes. Nearly 350 seniors are independent in their homes because of Bosma Enterprises’ training programs. This year has once again proven that we have a strong business model. Our revenues are up nearly 10 percent, which has allowed us to increase opportunities in rehabilitation and employment. We are proud that the average wage of our direct labor employees is 55 percent higher than minimum wage. And our average wage for all employees who are blind or visually impaired is $14.51. Additionally, we are committed to upward mobility. We hired eight employees who are blind and promoted three. We have packaged nearly a half million cases of gloves for the Department of Veterans Affairs. That equates to more than 75,000 direct labor hours performed by people who are blind or visually impaired. Much of our success can be attributed to our exceptional workforce, which is nearly 60 percent comprised of people who are blind or visually impaired. Their hard work and customer-focused attitude has helped propel us to where we are today. We are particularly proud of the launch of the new brand of our disposable medical products line, Bosma Medical. This new name provides a clear definition of who we are and how we can provide innovative solutions for our partners in the medical field. We would like to thank our loyal customers whose partnerships have made all of this possible. As we look back on this year, we can’t help but look to the bright future of Bosma Enterprises. Sincerely,

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Lou Moneymaker

Bart Book

President and CEO Bosma Enterprises

Chairman of the Board Bosma Enterprises

“When you lose your vision, you wonder what you have to offer and question your value. Because of the training I received at Bosma Enterprises, I am thriving not just surviving.”

~ Dawnetta Richardson, Bosma former client and current employee

Looking back over 100 years In 1915, the state of Indiana started looking for ways to create more opportunities for people who were blind or visually impaired. It founded the Board of Industrial Aid for the Blind, which opened a small workshop to teach industrial skills to men and women experiencing vision loss. The workshop was the beginning of what is now Bosma Enterprises. In 1945, to respond to the onset of World War II, minds began to change about the capabilities of people who were blind. There was a labor shortage due to the war, and individuals who were blind stepped into positions once held by people with sight. Then, as the war ended, returning veterans who had lost their sight could not resume the jobs they once held. In 1945, Indiana started its first rehabilitation program for people with vision loss. In 1984, the state renamed the workshop, Charles E. Bosma Industries for the Blind, after Charles Bosma, who served in the Indiana General Assembly. He was a staunch advocate for people with disabilities. In 1988, the state decided to close the workshop because it was operating at a loss. A group of men, who did not want to see this valuable program close, came together and created a private 501(c)(3) non-profit agency, Bosma Industries for the Blind, Inc. It was a difficult start. There was no funding provided and the building was being condemned. Many of the early board of directors meetings focused on how to keep the organization afloat. Bosma overcame these difficult years, although it was tough for more than a decade. Near the turn of the century, the trajectory of the company would change. In 1999, Bosma Industries for the Blind obtained its first contract under the AbilityOne Program, a federal employment program for people with disabilities. This contract allowed Bosma to supply the Department of Veterans Affairs (VA) hospitals with exam gloves. In 2003, Bosma secured an additional contract to supply surgical gloves to the VA. These contracts have led to explosive growth for the company, increasing its workforce to nearly 200 with close to 60 percent of its employees being blind or visually impaired. In 2010, a second facility was purchased to handle the company’s expansion. In 2006, Bosma Enterprises responded to a request from the state of Indiana to assume responsibility of the center-based and community-based vision rehabilitation programs. The state shifted that responsibility and Bosma Industries for the Blind became Bosma Enterprises. Today, Bosma Enterprises is a statewide organization. Even through its dramatic evolution, the company has remained true to its core mission; to create opportunities for people who are blind. 6

19152015

Centennial celebrations

Throughout the past year, Bosma Enterprises celebrated 100 years of serving Hoosiers who are blind or visually impaired. Many special activities and community events commemorated our centennial. The kick-off was at Bosma’s company picnic in September 2014. In March, Dining in the Dark went Hollywood. At the fundraiser, one of Indianapolis’ largest, guests walked the red carpet while the paparazzi took photos. After dinner, a beautiful multi-layered cake emblazoned with crystals was wheeled onto the dance floor while more than 700 people sang a rousing version of Happy Birthday.

Bosma employees at 100-year celebration.

On May 28, our employees got together to commemorate the day the first worker was employed by what is now Bosma Enterprises. The afternoon celebration was capped off by burying a time capsule to be opened in 25 years. The same day, Rep. Susan Brooks arranged for a flag to be flown over the U.S. Capitol in Washington, D.C. to honor this very special day. On September 23, Bosma Enterprises invited the entire community to our open house. This event included a presentation by Rep. Susan Brooks of the flag flown over the capitol and congratulations from many of our local and federal legislators. Guests toured the facility and saw the great work being carried out at Bosma.

Lou Moneymaker burying the time capsule.

Bosma Enterprises recognized by the community Congressional Resolutions Sen. Joe Donnelly Rep. Todd Rokita Proclamation from Mayor Greg Ballard Presentation on the floor of the Indiana House of Representatives Recognition on the floor of the Indiana Senate Presentation on the floor of the Indianapolis City-County Council Appearance on Inside Indiana Business with Gerry Dick

More than 700 people came to Dining in the Dark to celebrate Bosma Enterprises’ 100th birthday and raise funds for its programs.

(L to R) Ray Montgomery, Rep. Susan Brooks and Brian Bosma at the Open House.

Bosma Enterprises launches new brand Bosma Enterprises launched a new brand this year that better reflects our capacity as a major disposable medical products provider. Bosma Medical, a division of Bosma Enterprises, encompasses all of the medical supplies and devices we sell. “With the launch of Bosma Medical, we are able to clearly identify who we are and how we can provide solutions to our customers in the medical field,” said Lou Moneymaker, Bosma Enterprises president and CEO.

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Bosma Enterprises FInancial Report 2015

Fiscal Year July 2014- June 2015

Organizational employment revenue:

Revenue

$ 59,877,403



Less: cost of goods sold



Organizational employment revenue, net

17,886,752

88.96%

Rehabilitation service revenue

1,450,902

7.22%

Other support revenue

290,256

1.44%

(41,990,651)

Other revenue:

Net increase in investment in inter-related entity

312,317

1.55%



Miscellaneous income

166,602

0.83%



TOTAL REVENUES $ 20,106,829 100.00%

Program services

9,642, 1 1 1

69.57%

Management and general

3,908,496

28.20%

Fundraising

308,301

2.23%



TOTAL EXPENSES $ 13,858,908



INCREASE IN NET ASSETS $ 6,247,921

STATEMENT OF FINANCIAL POSITION

TOTAL ASSETS $ 43,213,745



Liabilities

$ 11,384,073



Net assets

$ 31,829,672



TOTAL LIABILITIES AND NET ASSETS $ 43,213,745



100.00%

Programs outcomes

Bosma Enterprises provides lifechanging programs that teach the skills necessary to be independent after vision loss. This past year, we were able to touch hundreds of lives and brought hope to many.

696

Clients served through our rehabilitation programs

Calls taken through our information and referral line

Programs offered at Bosma Enterprises for people who are blind or visually impaired Center-Based Services An onsite comprehensive rehabilitation program that offers training in the skills necessary to live independently without vision.

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861

Clients placed and working in the community at 23 different companies

Community-Based Services An in-home program that provides rehabilitation to Hoosiers whose vision loss affects their performance of daily activities.

Seniors served through Community-Based Services

347

Community Employment Services This program assists people with securing and retaining employment by providing training and job coaching.

67

Percent of rehab clients completing the program who are now employed or pursuing higher education

Student Training and Employment Program (STEP) STEP gives high school students an opportunity to develop valuable skills and learn the fundamentals of finding and keeping a job.

New contracts providing assistive technology consulting services to outside companies

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7

There’s life after vision loss

Sherry was an assistant manager at a local warehouse, with her career on the move. One day while at work, Sherry discovered she couldn’t see out of her left eye. Not being able to see frightened her. She kept her vision loss hidden and continued to work. However, after a few weeks, Sherry decided to resign due to her continuing vision loss. She didn’t know what else to do. After resigning, Sherry didn’t know how she would live her life blind. She sought help and found Bosma Enterprises. At Bosma, there were people who were blind doing things she never thought possible. It renewed her vigor and sense of hope. At that moment, Sherry realized she would make it. After completing her rehabilitation, Sherry wanted to help other individuals suffering from vision loss. She is now a volunteer at Bosma. She helps clients with Braille and crocheting.

“Put forth your best foot and you will get a lot out of the program.” ~ Sherry Davis, Bosma client

Production outcomes

Bosma Enterprises is Indiana’s largest employer of people who are blind or visually impaired. Employment is often one of the largest hurdles to independence. That’s why we put people to work through several lines of business. Our success proves employing people who are blind or visually impaired works.

400,000 cases of exam gloves packaged and shipped

25,000 cases of surgical gloves packaged and shipped

75,000 direct labor hours worked by people who are blind

Bosma Enterprises Lines of Business Bosma Medical AccessAble Printing

1.1 million auto parts packaged for NAPA Balkamp

Skilcraft Ice Melt Warehousing and Contract Packaging

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$11.23 average hourly rate of direct labor employees

Opportunity makes a difference

Don Green was a stay-at-home dad. He wanted to be there for his twins and help raise them. After a few years though, it was time to go back to work. He had no idea how hard that was going to be. After placing almost 200 applications for employment, he was ready to give up his search. “It was pretty disheartening,” he said. Don has retinitis pigmentosa. This degenerative disease has left him totally blind. During his job search, he heard from many potential employers, “Why should I have to make accommodations for someone who is blind?” Don heard about Bosma Enterprises and the opportunities they provide from a friend. He was reluctant to apply based on his past experiences during his job hunt. However, his friend talked him into applying, and he got a job as a material handler in the warehouse. Just six years later, his strong work ethic and skills have allowed him to move up in the company. He is now the production supervisor that manages 40 people working on the exam glove lines. Don enjoys spending time with his wife, Stephani, and their twins, Blaise and Shalyn. He loves being a father. His family recently moved into their first home. “It means everything to be able to have a job,” Don said. “I am so glad that I am able to take care of my family and give them a better life.”

“I am so glad that I am able to take care of my family and give them a better life.” ~ Don Green, production supervisor, Bosma Enterprises

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“STEP was a great experience. It helped me learn how to prepare a resume and start my new career in computer tech.” ~ Sam Hancock,

STEP participant

Changing one life at a time

Supporters and friends, The Bosma Visionary Opportunities Foundation is in the business of changing lives. We work to make sure every program at Bosma Enterprises is funded and well-positioned to help every person that walks through the door succeed. We can’t thank you enough for your generosity over this past year, which has ensured we are able to fund these critical programs. We were able to wrap up the Charles E. Bosma Legacy Fund Campaign this past year. You gave more than $500,000 that was matched by Dean and Barbara White dollar-for-dollar. The campaign raised more than $2 million to build the endowment that will help secure the financial future of our programs.

Heather Quigley-Allen Brian Bosma

Bosma was able to serve more than 1,000 people through our life-changing programs and we were able to be a clearinghouse for resources and information for nearly 900 people. However, with more than 160,000 Hoosiers living without eyesight, there is still much work to be done. It seems we say it every year now, but Dining in the Dark was another record-setting event. We had 700 people there and raised nearly $120,000. As we celebrated the 100th anniversary of Bosma Enterprises this past year, your support has helped secure Bosma’s programs for the next 100 years.

Sincerely,

Heather Quigley-Allen

Brian C. Bosma

Executive Director Bosma Visionary Opportunities Foundation

Chairman of the Board Bosma Visionary Opportunities Foundation

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Bosma Visionary Opportunities Foundation

The Bosma Visionary Opportunities Foundation is the supporting organization for Bosma Enterprises’ programs. The Foundation works to fill a nearly $2 million budgetary shortfall each year and provides resources to grow the programs. Eighty-seven percent of every dollar donated to the Foundation is spent directly on these services. Without the critical funding from donors, Bosma would not be able to offer these life-changing programs.

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Volunteer Program Our volunteers arrive early and they stay late. We could not make the impact that we do without them. They’re a critical resource to us and willing to work for the betterment of the Indianapolis community.

This past year, our volunteers have served as sighted guides for our clients on a trip to the zoo, landscaped, done administrative work, facilitated games, painted and volunteered at our events to name just a few of their amazing accomplishments. We cannot thank them enough for giving us the gift of their time.

Thank you to the members of Business Honor Roll The Business Honor Roll is a corporate sponsorship program for companies that make annual commitments to support the programs of Bosma Enterprises. Visionary Members Altria Client Services Anthem High Five, a brand of Ansell Healthcare Mölnlycke Health Care Walmart Luminary Members Acuitas Investments Aflac - John Montgomery Ascent ERP Big Red Liquors Brooksource Elite Beverages, Inc. EMP Technical Group Eye Can See, Inc. Fifth Third Bank First Merchants Corporation Glazer’s Indiana Impact Networking Indianapolis Yellow Cab Integrity Limousine IPL Kroger, Gardis & Regas, LLP Langham Logistics Legacy Wealth Group L.M. Henderson & Company LLP Lumina Foundation Medline Industries, Inc. Merrill Lynch

Millcraft Paper Company NAPA Balkamp NexGen Consultants, Inc. Pivot Marketing PNC Bank Priority Press Quigley Investments, Inc. Republic National Distributing Company Roadway Worker Training, Inc. Schmidt Associates Silver Creek Engineering, Inc. Smart Partners Alliance, Inc. Southern Wine & Spirits Sysco Indianapolis, LLC Taylored Systems, Inc. The Hartford The National Bank of Indianapolis Tx:Team Tynan Equipment Company UPS WTHR 13 Zink Distributing Co. LLC

“I love Bosma Enterprises. Working for the company allows me to be independent. I am grateful for the opportunity.”

~ Timathy Mills, Bosma employee

Donations July 1, 2014 - June 30, 2015

INDIVIDUAL DONORS

Thank you to those who have given their treasures. Your gifts have made a direct impact on bettering the lives of people who are blind or visually impaired.

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Jerry and Trish Allee Ryan Allen and Heather Quigley-Allen Gregory Alstott Sandra Amonette Bill and Sue Amrine Stephen A. Anderson Anonymous Anonymous Anonymous Anonymous Anonymous Jeffrey and Christina Arnold Artie Ashley Vicki Atwood Mary Kay Aylsworth Nelson and Deborah Baber Robert and Toni Bader Howard Baetzhold Jason and Courtney Bailey Robert and Roxann Bankert Tonja Basham Parwinder Basra Scott and Sharon Beauchamp Ward Beckham Jan Bednarz Connie Bernard Celeste Berry Greg and Kathy Beumer Michael and Julie Biddle Connie Bisesi J. Bivens Thomas Blackman Connie Blair Jonathan Blair William and Joyce Boncosky James and Judy Bonnet Bart and Sherri Book Dean P. Bootcheck Brian and Cheryl Bosma Donald and Martha Bosma Thomas Boyd

Dan and Amanda Briles Richard A. Brown Steven and Carol Bucksot James and Charlotte Butler Rickey W. Calhoun Tyrone Cardwell Lisa G. Carter Renato and Carol Casciari Eddie and Rhonda Chapman Amanda Childress Bill and Mary Clay Bradley Cobb Chate G. Coley John S. Collins Jr. Greg and Kathy Cookerly Karen Cooper Raymond Cox Thomas P. Cox Angela Cypress Michael and Marife Dalrymple Edward and Rhoda Davis Marcia Davis Paige De Icaza Robert and Geraldine Decraene Donna Deer Becky J. Deerr The Deichmanns Robert and Rae Ellen DeLance Bob DeLong Brian K. Dial Rose Diaz David Dicus Patricia Dietz Daniel C. Dobson Bonnie Dolick David and Denise Donley Donald Doyle, Jr. Jill Drexler Beata Dunham Peter and Zora Dunn Bernie and Teresa Eagan Prentiss Eastham Jack Ebbeler, Jr. Floyd and Patricia Edwards

Sean Edwards and Kendra Fauth-Edwards Mitchel and Morgan Epley Timothy and Reba Ericksen David and Becky Evans Mendi Evans Jane P. Fay John and Nancy Jo Fezzey Richard and Carol Fleck Abigail Fleenor Richard and Mark Forsythe Ivana Franklin Steven J. Fredwell Tammy A. Garner Patricia Garrett Rooney Paul Glaspie Stuart Glennan Alice Glynn Pam Goldsberry Chelsey Gonzales Robert and Ieva Graeber Don and Stephani Green John and Linda Green David and Rebecca Gust Jim and Sara Gutting Richard and Ann Hammer LaVonte Hampton Suzanne Hansen Delores Marie Harding Jason A. Harp Doris Harrington Kathy Harvey Dr. Charles and Debbie Hasbrook Matt and Cassie Hasbrook William and Sally Hasbrook Paul and Alice Hayes Rosetta Hayes Karen Kay Hedding Cimberly Henderson Jonathan Hiestand Deborah Hill Robert and Rosita Hittle Steve Holderfield Rhonda F. Hoopingarner Patty Hopper

Sheri L. Hottle Philip and Ann Hughes Nicole D. Hull (Haley Hull, Tyler Hull) Patricia Hull Colleen Hutchinson Dixie Isaacs Wendy Isbell M. Gay Jabbari Anthony and Rebecca Jacklin Diane Jeffs Valentine and Arvetta Jideonwo Brenda Jinks Albert Jones Tami D. Jones Shirley Braun Jones Carole Jordan Samuel and Susan Julian Soufiana Kaba Joan Kahn James L. Kalleen III Duane and Lori Kamminga Emily Kanis Janet Keith Awedi Kej Ashor Patricia Keller Dean and Ellen Kelley Gail Kincaid Mary Kipka Joseph and Beth Marie Kirsch Tekie Kismu Joseph and Marian Knueven Chris and Lissy Koors Donald and Geraldine Koors Scott and Amy Kosnoff Mary Lacy Albert and Therese Langsenkamp Rosalie Lashbrook Sarah Lawson Mark A. Laymon Doris Leganza Rosie Lenihan Nicholas P. Leon Robert and Treva Leonard David and Lois Levine Tanisha Levi-Stewart James and Clella Lewis Kenneth and Cheryl Little Jacob and Bonnie Long Alan Lucas Richard and Charlene Lugar

Christopher Lynch and Tricia Leminger Austin Malherbe Maureen Malone-Reed Kevin and Annette Mandrell Dr. Richard and Beverly Markoff Bradley and Yvonne Martin George J. McAfee, MD Stephen and Laura McCart Diane L. McGuire Laura McMahon Sharon D. Melton Michael Messier Liz Metts James and Constance Michaels Joyce Middleton Phillip A. Milam E. Ronald and Cheryl Miles Dennis and Kathleen Miller Mark David Miller Timathy C. Mills Jeff and Christy Mittman Lou and Janet Moneymaker The Moore Family Suzanne Muzzarelli Shannon Neumeyer Philip and Susan Nicely William P. Noll Marilyn Opell Bob and Lise Pace Virginia Peasley Andres and Juanita Pelaez Gregory Pence Richard W. and Shelly Theisen Penny Virgil Perkins Brian T. and Laura Petraits Michael and Donna Petraits Doug and Dana Pingel Zygmunt Pizlo Chuck and Joan Pluchar Tom Pluchar Doris Polak Frank C. Porter Jennifer Potee Bill R. Powell Steve and Vickie Powell William and Susan Powlen Martins and Lilly Putelis Carol Ramsey Stephen and Nancy Rasmussen

Kim M. Retterer Kelly Richmond Richard and Ann Riegner Adam J. Rodenbeck Harry P. Roe Sharon K. Rogers Carrian Rose John R. Rowland Thomas and Jane Salentine Barbara Sanders Wayne and Susan Schmidt Ralph and Veda Schrougham Jodi J. Schultz Richard and Darlene Schultz Tom and Amy Sevier The Shaffer Family Rebekah Sharpe Jon Shively W.T. and Joy Shugart Rosanna D. Smith Shannon J. Smith David M. Smith David and Linda Smith Richard and Rebecca Smith Stephen and Carole Smith Donnie Smith Mark Smith Victoria Smith Wesley Smith Patrick and Mary Soja Joyce M. Spayd Roberta Stafford Edward Stahl G. Donald and Alison Steel Mary H. Stephens Mike and Barb Stewart Cynthia W. Stiehl Jim and Sandy Stockman Oren Stoll Kurt and Mary Supple Linda Swick James Thieman Glenda Thomas Patrick Thomas Dinah J. Thompson Raymond and Jo Ellen Toth Ben and Danielle Tuschong Jack M. Utterback Archangel and Cynthia Valencia Angela P. Vandersteen

Felicia Monroe, Bosma employee Jill Vaught Abigail Villines Ferdinand and Ellen Vogelgesang Everett and Joice Wade Helen L. Wallen Debra K. Waller James and Sally Wann Scott and Lucinda Ward Kyle Weathers and Lucia Anderson-Weathers Jeff and Colleen Webster Cynthia L. Wells Mark and Cheryl Westphal Stephen and Mary Wheatley Calvin R. Whickum Jana Whinrey Donald Wieser Bert and Caryl Wilhoite Thomas and Kathleen Will Thomas and Marsha Williams Cori M. Wills Bernadine Wilmer Sheila J. Woerner Fredrick and Lisa Woerner Charles and Julia Wolfe Tiffany Yoder Jill M. Young Mark Zancanaro William and Marilyn Ziegele

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SALUTE TO THE 2015 WINNERS!

BUSINESS DONORS

2014 HASBROOK AWARD LUNCHEON

1875 Homestead Bed & Breakfast 4 Imprint Acuitas Investments Adobo Grill Aflac - John Montgomery Agio Italian/Mediterranean Cuisine Alex VanOsdol Altria Client Services Altum’s Horticulture Center & Landscape Ansell Healthcare

Rhonda Hoopingarner Employee of the Year

Gene Reick Hasbrook Award winner

Tony Freije, Patora Fine Jewelers, Community Partner of the Year

Ascent ERP AT&T Employee Giving Campaign Bank of America Barbara Friedenson Design

2015 DINING IN THE DARK

Bardach Awards, Inc. Bart Heldman artwork Basket Pizzazz Bath and Body Works Big O Tires Big Red Liquors Brooksource Brownsburg Academy Buca di Beppo

Kristen Metzger, Plan President for the Anthem Indiana Medicaid Health Plan, accepts the Vision Award.

Rep. Todd Rokita, accepts his AbilityOne Champion award. (L to R) Brian Bosma, Speaker of the House; Anthony Stephens, NIB; Rep. Todd Rokita; Lou Moneymaker, president and CEO, Bosma Enterprises; Bart Book, chairman, Board of Directors, Bosma Enterprises

Business Management Associates Cadillac Ranch Calumet Chapter ISEA Chef Joseph’s at the Connoisseur Room Christina Hollering

2015 VOLUNTEER AWARD BREAKFAST

Cincinnati Reds Cincinnati Zoo & Botanical Garden ComedySportz Community Healthplex Sports Club Cook Group Incorporated Crackers Comedy Club Don’s Auto Trim DRIVE Indy LLC

UPS Corporate Volunteer of the Year Award winner

Pat Thomas Volunteer of the Year Award winner

Edelweiss Restaurant South

Eiteljorg Museum

L. Severson Portraits

Sidney Frank Importing Company

Elite Beverages, Inc.

L.M. Henderson & Company LLP

Silver Creek Engineering Inc.

Embassy Suites

Langham Logistics

Smart Partners Alliance, Inc.

EMP Technical Group

Legacy Wealth Group

Southern Wine & Spirits

Eye Can See, Inc.

Lincoln College of Technology

Speedpro Imaging

Fairfield Inn & Suites

MacNiven’s Restaurant

Square

Ayres Foundation Inc.

Fifth Third Bank

Marten House

St. Elmo Steakhouse

Central Indiana Community Foundation

Fireside Brewhouse

Medline Industries, Inc.

St. Louis Cardinals

First Merchants Corporation

Meridian Eastern Medicine

Flatwater Restaurant

Merrill Lynch

State Employees’ Community Campaign Sun King Brewery

FOUNDATION DONORS

Anthem Foundation Arthur Jordan Foundation

Central Indiana Senior Fund CVS Caremark Charitable Trust

Fleming’s Prime Steakhouse & Wine Bar

Midday Deli

Glazer’s Indiana

Mid-West Automotive Corporation

Goodyear Tire

Millcraft Paper Company

Greater Indianapolis Telugu Association

Mind Tripping

Greatimes Family Fun Park

Mölnlycke Health Care

Hampton Inn

NAPA Balkamp

Haute Mama Photography

Naples Time Share Vacation Property

Hector Del Campo

The National Bank of Indianapolis

HighPoint Global LLC

National Industries for the Blind

Hilton Indianapolis Hotel & Suites

NexGen Consultants, Inc..

Holiday World & Splashin’ Safari

Ntara

Tynan Equipment Company

Impact Networking

Oakley

United Way of Central IN Inc.

IN-AER

Patora Fine Jewelers

United Way of Greater Atlanta Inc.

Indianapolis Colts

Perfect North Slopes

United Way of Greater Milwaukee

Indianapolis Marriott Downtown

Pete Brown/Brownbulb Productions

United Way of Metropolitan Chicago

Indianapolis Motor Speedway

Phoenix Theater

UPS

Indianapolis Public Transportation Corporation

Pike YMCA

WTHR 13

Pivot Marketing

Walmart

Indianapolis School of Ballet

Priority Press

WIBC

Razoo Foundation

Indianapolis Yellow Cab

The Glick Fund

Sysco Indianapolis, LLC Taylored Systems, Inc. The Disney Company

Dean and Barbara White Family Foundation JP Morgan Chase Foundation

The Hartford

KeyBank Foundation

The Media Guy LLC.

Lumina Foundation

Theatre on the Square Tobias Insurance Group Truist Tx:Team

Purdue Athletics Communications

WINSPIRE

Integrity Limousine

Quigley Investments, Inc.

WK Gilbert Artwork

IPL

Rascals Fun Zone

Zink Distributing Co. LLC

Jackson Oil & Solvents, Inc.

Red’s Classic Barber Shop

JLC CPA LLC

Republic National Distributing Company

Joe’s Crab Shack

Royal Pin

JW Marriott

Roadway Worker Training, Inc.

Kappa Kappa Kappa Inc.

Schmidt Associates

Kings Island

Scottrade Inc.

Kroger, Gardis & Regas, LLP

Seton Catholic High School

Mary L. Furscott Charitable Foundation Maurer Family Foundation Inc. Mr. & Mrs. Jack & Jacqueline R. Kesler Trust Nicholas H. Noyes Jr. Memorial Foundation Inc. Old National Bank Foundation PNC Foundation The Prudential Foundation

The National Bank of Indianapolis Weck Charitable Trust

*We work hard to make sure our list is accurate. If you notice an error, please contact Arvetta Jideonwo at 317.871.2176.

Bosma Visionary Opportunities Foundation Financial Report 2015

Contributions: Direct public support $ 296,889 Indirect public support 0 Special events: Special events revenues 198,174 In-kind donations 6,014 Less: special events expenses (119,496) Other revenue: Investment income

TOTAL REVENUES

Program services

Fiscal Year July 2014 - June 2015

296,889

84,692 39,808 $ 421,389 $

-000

70.45%

20.10% 9.45% 100.00% 0.00%

Management and general

36,956

33.88%

Fundraising

72,1 1 6

66.12% 100.00%



TOTAL EXPENSES

$ 109,072



INCREASE IN NET ASSETS

$ 312,317



STATEMENT OF FINANCIAL POSITION



TOTAL ASSETS



Liabilities Net assets



TOTAL LIABILITIES AND NET ASSETS

$ 2,294,187

$ 166,200 $ 2,127,987 $ 2,294,187

“We make a living by what we get. We make a life by what we give.” ~ Sir Winston Churchill

BOSMA ENTERPRISES AND BOSMA VISIONARY OPPORTUNITIES FOUNDATION COMBINED FUNDRAISING REPORT This chart shows all fundraising revenue from Bosma Enterprises and the Bosma Visionary Opportunities Foundation. TOTAL FUNDRAISING REVENUE: $741,151.45 Total Number of Individual Gifts: 2072 Total Number of Corporate Gifts: 48 Total Number of Foundation Grants: 24 SOURCES OF GIFTS



Special Events (Net)

Individuals

$263,928.22 $224,303.91 $159,028.82

Grants

United Way

$63,757.16



Corporate Gifts

$30,133.34



21%

30%

36%

9% 4%

100 N AV I G AT I N G

BLINDNESS

The work we do for people who are blind or visually impaired in Indiana is overseen by our Bosma Enterprises and Bosma Visionary Opportunities Foundation Boards of Directors. Our volunteer boards are comprised of a group of dedicated individuals who provide guidance and input on organizational decisions.

EXECUTIVE LEADERSHIP TEAM Lou Moneymaker, president and CEO Jason Bailey, director of information technology Steven Fredwell, senior director of sales and customer service Jami Hubbard, CFO James Michaels, VP of program services Doug Pingel, VP of operations Heather Quigley-Allen, VP of marketing and resource development and executive director, Bosma Visionary Opportunities Foundation David Smith, senior director of business development and continuity Joice Wade, VP of human resources

BOARD OF DIRECTORS

BOARD OF DIRECTORS,

BOSMA ENTERPRISES

BOSMA VISIONARY OPPORTUNITIES FOUNDATION

Bart Book, chair Danielle Tuschong, vice chair Steven L. Bucksot, secretary/treasurer Scott Beauchamp Brian C. Bosma Kendra Fauth-Edwards Rebecca W. Jacklin Donald Koors Kevin Mandrell, past chair Jeffrey E. Mittman Lou Moneymaker Stephen M. Powell Michael J. Stewart Lucinda Ward Lucia Anderson Weathers

Brian C. Bosma, chair Bert Wilhoite, vice chair Rebecca W. Jacklin, secretary Bart Book Raymond Cox Matthew Hasbrook Kevin Mandrell Lou Moneymaker Stephen Powell Heather Quigley-Allen

MISSION

VISION

Bosma Enterprises, creating opportunities for individuals who are blind or visually impaired.

Equality for people who are blind or visually impaired.

BOSMA ENTERPRISES 8020 Zionsville Road Indianapolis, IN 46268

bosma.org Bosma Enterprises and the Bosma Visionary Opportunities Foundation are 501(c)(3) not-for-profit organizations. All contributions are tax deductible as allowed by law. ISO 9001:2008 CERTIFIED