26
NAVIGATING BLINDNESS ANNUAL REPORTS JULY 1, 2015 JUNE 30, 2016 BOSMA ENTERPRISES BOSMA VISIONARY OPPORTUNITIES FOUNDATION

Read the 2016 Annual Report

Embed Size (px)

Citation preview

Page 1: Read the 2016 Annual Report

NAVIGATING BLINDNESS

ANNUAL REPORTS JULY 1, 2015 • JUNE 30, 2016

BOSMA ENTERPRISES

BOSMA VISIONARYOPPORTUNITIES

FOUNDATION

Page 2: Read the 2016 Annual Report

Friends,

In 2015 Bosma Enterprises celebrated 100 years of working with people who are blind and visually impaired. We looked back on all that we did in those first 100 years and wondered if the future could be nearly as exciting for our organization. Today, as we enter our second centennial, the path could not be any more exciting…or clear.

Bosma Enterprises is growing. A look at the numbers in this annual report substantiates that we just completed one of our best years ever.

Bosma’s programs team answered over 800 inquiries from Hoosiers wanting to know more about resources available for people experiencing vision loss. Additionally, we provided direct services for another 800 clients. And maybe the most impressive stat, 30 clients who were seeking employment placement are now gainfully employed at 24 companies throughout the state of Indiana.

There are some very exciting changes coming down the road for our company. We have explored expanding and found a new location that will fit our needs for many years to come. It will allow us to increase our lines of business, employ more people, expand our rehabilitation facility, warehouse and ship more products and install new technology that will among other things, enable people who are blind to operate a forklift. Make no mistake - the future is now.

The numbers from the past year are impressive but none of this would have been possible without the people behind those numbers.

The generosity of our donors…

The energy of our volunteers…

The commitment of our sta�…

The undying inspiration of our clients…

Together, they make Bosma Enterprises work!

Lou Moneymaker Bart BookPresident and CEO Chairman of the BoardBosma Enterprises Bosma Enterprises

LETTERTOSTAKEHOLDERS

Sincerely,

Page 3: Read the 2016 Annual Report

BARB QUOREE HERE. lsdjhf dslsf lsk lsdknj sldkjn l�j lk� lkjn

l�n lksjf slkf lskdjfn sldkjfn sldk�n ldnsdlkjfn lk.”

MEETING THE NEED

There are more than 165,000 Hoosiers who are blind or visually impaired. They face a 70 percent unemployment rate, making the need for Bosma Enterprises’ services vitally important to their success and independence. Everyday, people experiencing vision loss must answer the question, “How am I going to continue with my life?”

Our mission is to create opportunities for people who are blind or visually impaired. Our clients and employees serve as an example of how opportunity leads to success. Bosma Enterprises shows the community that a company can thrive with a diverse workforce including people with disabilities.

MORE THAN 1,500 PEOPLE HAVE RECEIVED INFORMATION OR SERVICES FROM BOSMA ENTERPRISES

OVER 50 PERCENT OF OUR WORKFORCE IS BLIND OR VISUALLY IMPAIRED, PROVING A DIVERSE WORKFORCE CAN BE SUCCESSFUL.

OVER 50 MILLION IMPRESSIONS HAVE BEEN GENERATED FROM BOSMA ENTERPRISES OUTREACH EFFORTS, SHOWING OUR IMPACT ON THE COMMUNITY.

GIVING BACKIndianapolis Yellow Cab is Indiana’s largest transportation services provider. They have been a dedicated partner with Bosma Enterprises and were recognized as the 2015 Community Partner of the Year for their continual financial support and employment of people who are blind. Bosma Enterprises is proud to have Indianapolis Yellow Cab as a member of the Business Honor Roll. Their support helps continue the mission of Bosma Enterprises.

Over the last several years, Indianapolis Yellow Cab has o�ered several internships as well as hired people who are blind while working with Bosma Enterprises Employment Services. Indianapolis Yellow Cab is the very definition of a socially responsible company and Bosma Enterprises is proud to work with a company that gives so much to their community.

{Scan to watch a video about Indianapolis Yellow Cab.}

Page 4: Read the 2016 Annual Report

“Bosma Enterprises changed my life.”

~ Rhonda Chapman

Page 5: Read the 2016 Annual Report
Page 6: Read the 2016 Annual Report

CONFIDENCE OPENS DOORS

Cori started losing his vision from retinopathy of prematurity as a child. At the age of 10, he became totally blind. “It was scary, and I didn’t know what to expect,” Cori said.

But he didn’t let that get in the way of living life on his own terms. Instead he took advantage of every opportunity.

Cori came to Bosma Enterprises through the Student Training and Employment Program while he was a student at the Indiana School for the Blind and Visually Impaired. Later, Cori went through Bosma Enterprises’ Rehabilitation Center and worked with Employment Services to get a job.

After more than a year of searching, Cori was offered a job at Bosma Enterprises. He now works packaging SKILCRAFT® Ice Melt. He is incredibly grateful for the freedom and financial independence Bosma Enterprises has given him. “Bosma helped me build my confidence and opened doors for me,” Cori said.

SKILCRAFT® Ice Melt is packaged and sold by Bosma Enterprises to create more jobs and directly impact the 70 percent national unemployment rate among people who are blind or visually impaired. Be ready for winter and make an impact by ordering Ice Melt at 800.362.5463.

“Bosma helped me build confidence and allowed doors to open for me to be independent and live my life.”

~ Cori

Page 7: Read the 2016 Annual Report

PRODUCTION OUTCOMES

Bosma Enterprises is Indiana’s largest employer of people who are blind or visually impaired. With a 70 percent unemployment rate, lack of employment is often one of the largest hurdles to independence. That’s why we create jobs through several lines of business. Our success proves employing people who are blind or visually impaired works.

Bosma Medical

SKILCRAFT® Ice Melt

Warehousing and Contract Packaging

4

480,000,000 EXAM GLOVES WERE PACKAGED AND

SHIPPED TO DEPARTMENT OF VETERANS AFFAIRS

HOSPITALS, A 20 PERCENT INCREASE OVER LAST YEAR.

5,000 CASES OF ACCELERATE-OR, PATIENT TRANSPORT

PACKS AND SHELTER-IN-PLACE KITS WERE PACKAGED.

MORE THAN 1.1 MILLION AUTO PARTS WERE PACKAGED

FOR NAPA BALKAMP. A NEW COMPUTER SYSTEM WAS

IMPLEMENTED DRASTICALLY REDUCING TURN TIME FOR

THE BALKAMP OPERATION FROM 11 DAYS TO 4.5 DAYS.

Emily Kanis works on the exam glove line packaging gloves

for the Department of Veterans Affairs.

Page 8: Read the 2016 Annual Report
Page 9: Read the 2016 Annual Report

“I’ve got my mojo back.” ~ Doris

When Doris went to the doctor with concerns about her vision, her worst fears were confirmed – she was diagnosed with early-stage macular degeneration.

Doris had always prided herself on her independence. She owned her own home. She traveled to far-off destinations. She cooked up adventurous meals in the kitchen to share with friends and family. Her first thought when she was diagnosed was that her active, independent life was now over, until she saw an ad for Bosma Enterprises.

When Doris called Bosma Enterprises for the first time, she had two goals.

“One of them was to stay in my own home and be independent. The second goal was to be safe,” she explains. “So – can you imagine how I felt when they said ‘That’s our goal, too.’”

Knowing how much Doris enjoyed cooking, her rehabilitation teacher planned training on how to work in the kitchen easily and safely. Doris was also encouraged to keep traveling. She was given guidance on how to do it with confidence. And now, Doris continues to travel the world.

Doris says she now feels empowered, and she has the tools to face the future with confidence.

DORIS POLAK

Page 10: Read the 2016 Annual Report
Page 11: Read the 2016 Annual Report
Page 12: Read the 2016 Annual Report

PROGRAMS OUTCOMES

794

806

30

476

30

Nick, Bosma Enterprises O&M instructor, trains a rehabilitation client, Theodore Jordan, on the

orientation and mobility trail.

9

TOTAL CLIENTS SERVED THROUGH BOSMA ENTERPRISES’ REHABILITATION PROGRAMS

TOTAL NUMBER OF CALLS TAKEN THROUGH BOSMA ENTERPRISES’ INFORMATION AND REFERRAL LINE, A CLEARINGHOUSE FOR INFORMATION ABOUT VISION LOSS

CLIENTS NOW WORKING IN THE COMMUNITY AT 24 DIFFERENT COMPANIES

SENIORS SERVED

STUDENTS WHO PARTICIPATED IN THE INTENSIVE SUMMER STUDENT TRAINING AND EMPLOYMENT PROGRAM

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, including adjustment counseling, household management, and orientation and mobility

Community-Based Services An in-home program that provides rehabilitation to Hoosiers who vision loss affects their performance of daily activities and allows them to remain safely in their home

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

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.

Page 13: Read the 2016 Annual Report

SECURING THE FUTURE

Supporters and friends,

The Bosma Visionary Opportunities Foundation was established in 2009 to secure the future of the comprehensive vision rehabilitation services at Bosma Enterprises. Today, the Foundation is equipped and well-positioned to fund these programs, which ensure that every person who leaves the programs at Bosma is independent, empowered and prepared to succeed.

The Foundation experienced a banner year in its Charles E. Bosma Legacy Fund, which grew to nearly $4 million. The combined efforts of Bosma Enterprises and the Bosma Visionary Opportunities Foundation raised over $832,000 from individuals, foundations and corporations to support the critical needs of people who are blind or visually impaired. To cap it all off, Dining in the Dark experienced record numbers, with nearly 800 guests in attendance. Your support has been integral in funding Bosma’s programs to help more Hoosiers who are experiencing vision loss.

The Business Honor Roll program (BHR) performed better than expected by engaging 72 businesses that have committed resources to the Bosma Visionary Opportunities Foundation through supporting one of its three events: Dining in the Dark, Thomas C. Hasbrook Award Luncheon and the Bosma Visionary Golf Classic. In addition, a portion of the BHR funds were dedicated to support the construction and development of a new wellness and physical fitness center for the purpose of training rehabilitation clients. The new BHR Wellness Center will open in the spring of 2017.

Bosma Enterprises’ mission to create opportunities for people who are blind or visually impaired is alive and well. Because of your generous support, the Foundation contributes to this mission by providing financial support for projects and programs that touch the lives of our clients and their families in meaningful and helpful ways. We thank you for your continued support of our purpose to fund these mission-critical programs.

Sincerely,

Arvetta Jideonwo Brian Bosma

10

Arvetta L. Jideonwo Brian BosmaExecutive Director ChairmanBosma Visionary Opportunities Foundation Bosma Visionary Opportunities Foundation Board of Directors

Page 14: Read the 2016 Annual Report

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.

BOSMA VISIONARY OPPORTUNITIES FOUNDATION

Financial Report 2016 Fiscal Year July 2015 - June 2016

Contributions:Direct public support $ 139,507Bosma Enterprises - Legacy Fund 2,000,000 2,139,507 94.0%Special events:Special events revenues 264,920In-kind donations 7,740Less: special events expenses (165,282) 107,378 4.7%Other revenue:Investment income 29,046 1.3%

TOTAL REVENUES $ 2,275,931 100.00%

Program services $64,815 34.7%

Management and general 47,048 25.2%

Fundraising 74,975 40.1%

TOTAL EXPENSES $ 186,838 100.00%

INCREASE IN NET ASSETS $ 2,089,093

STATEMENT OF FINANCIAL POSITION

TOTAL ASSETS $ 4,266,404

Liabilities $ 49,324 Net assets $ 4,217,080

TOTAL LIABILITIES AND NET ASSETS $ 4,266,404

Arvetta L. Jideonwo Brian BosmaExecutive Director ChairmanBosma Visionary Opportunities Foundation Bosma Visionary Opportunities Foundation Board of Directors

Page 15: Read the 2016 Annual Report

BOSMA ENTERPRISES AND BOSMA VISIONARY OPPORTUNITIES FOUNDATION COMBINED FUNDRAISING REPORT

33%

14%38%

This chart shows all fundraising revenue from

Bosma Enterprises and the Bosma Visionary

Opportunities Foundation.

NAVIGATING BLINDNESS 8%7%

TOTAL FUNDRAISING REVENUE: $832,370Total Number of Individual Gifts: 2,444Total Number of Corporate Gifts: 76Total Number of Foundation Grants: 13

SOURCES OF GIFTS

Grants $321,478 Special Events $272,660

Individuals $115,415 United Way $62,988 Corporate Gifts $59,829

Page 16: Read the 2016 Annual Report

Visionary MembersAltria GroupAnsell HealthcareAnthemAvKareWalmart

Luminary MembersAbility Indiana, Inc.Acuitas InvestmentsAFLAC - John MontgomeryAscentAutomatic Irrigation Supply Company Ayres Foundation Bardach AwardsBig Red LiquorsBMO Harris Bank CarDon & Associates Cardinal Health Christel DeHaan Foundation Cushman WakefieldDelta Faucet CompanyDirect EmployersDoak FinancialElite BeveragesEmmis CommunicationsEMP Tech GroupEssential Architectural DesignsEye Can See, Inc.Fifth Third BankFirst Merchants BankFrost, Brown, ToddGlazers IndianaGrainger Industrial CompanyImpact NetworkingIndiana Optometric Association Indianapolis Yellow Cab

THANK YOU TO THE MEMBERS

OF BUSINESS HONOR ROLL

IPL Langham LogisticsLM Henderson & CompanyLumina Foundation MainscapeMedline IndustriesMerrill LynchMidwest Eye InstituteMölnlycke HealthcareNAPA BalkampNCAAN-TaraOrderUpOld National BankPatora Fine JewelersPivot MarketingPNC BankPriority PressQuigley InvestmentsRNDC (Beam Suntory)Sidney Frank Importing CompanySilver Creek EngineeringSouthern Wine and SpiritsSpeedProSteel DynamicsSun King BrewerySyscoThe Arc of Indiana Foundation Colbert Packaging CorporationThe Hartford InsuranceThe Media GuyNational Bank of IndianapolisTx: TeamTynan Equipment CompanyUnited Cerebral Palsy Association UPSUSI Insurance ServicesZink Distributing Company

The Business Honor Roll is a corporate sponsorship program

for companies that make annual commitments to

support the programs of Bosma Enterprises.

13

Page 17: Read the 2016 Annual Report

INDIVIDUAL DONORS

Leslie Ackerman

Rick and Janet Ahr

Gregory Alstott

Sandra Amonette

Stephen A. Anderson

Lucia Anderson Weathers

Anonymous

Anonymous

Anonymous

Anonymous

Anonymous

Anonymous

Anonymous

Anonymous

Robert and Vicki Armstrong

Jeffrey and Christina Arnold

Awedi Kej Ashor

Vera Ayers

Mary Kay Aylsworth

Deborah S. Baber

Howard Baetzhold

Jason and Courtney Bailey

Lynn Baize

Lorna Ballard

Joan Barnes

Dennis Barr

Tonja Basham

Denny Battson

Scott and Sharon Beauchamp

Ward Beckham

Christine Bender

Pamela Bennett

Connie Bernard

Celeste Berry

Michael R. and Julie A. Biddle

Connie Bisesi

Rebekah Blackburn

David and Lucy Blanford

William and Joyce Boncosky

Lisa Bonham

Bart and Sherri Book

Dean P. Bootcheck

Brian and Cheryl Bosma

Donald and Martha Bosma

Rosemary Bostick

Pat Bostwick

Thomas and Lynda Bottorff

John Bragg

Joyce Brandenburg

Daniel and Amanda Briles

John W. Brill

Patricia Ann Brooks

Andy and Jan Brown

Richard A. Brown

Steven and Carol Bucksot

Nancy Bugher

Blake Bylsma

Rickey W. Calhoun

Lisa G. Carter

Barbara A. Cecil

Eddie and Rhonda Chapman

Linda Claffey

Kevin and Carol Clancey

Billand Mary Clay

Steve Clymer

Eric Coffman

Chate G. Coley

Steven and Christina Collier

Daniel Combes

Raymond and Kim Cox

Lesley Crane

Amanda Dalton and John Stafford

Betty Daniels

Marcia Davis

Paige De Icaza

Robert and Geraldine Decraene

Rebecca J. Deerr

Kurt Deichmann

Butch DeWitt

Brian K. Dial

Patricia Dietz

Robert and Jaime Dinn

Brian and Emily Doak

Robert and Becky Duncan

Christopher Dunlavy

James and Tamra Eads

Jack Ebbeler Jr.

Gary and Norma Eberhart

Matthew D. Edwards

Patrick and Christi Egenolf

Gordon Ehm

William Ellingson

BC and Angie Elliott

Earnest Embry

Mitchel R. Epley

Becky Evans

Carol Evans

David and Rebecca Evans

Melinda Evans

Colin and Lauren Fahey

Ann Fallis

Kendra Fauth-Edwards

Jane P. Fay

Donations July 1, 2015 - June 30, 2016

2016BOSMA VISIONARY OPPORTUNITIES FOUNDATION DONORS

14

Page 18: Read the 2016 Annual Report

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.

Ray and Emily Featherstone

John and Nancy Jo Fezzey

Richard and Carol Fleck

Jerome and Marlene Fleisch

Kyle and Victoria Flynn

Dennis Fogle

Jeff and Vicki Foutty

Gail J. Fralick

Ivana Franklin

Steven J. Fredwell

Virginia Gamble

Tammy A. Garner

Philip Garrison

Theaodis Gary Jr.

Paul Glaspie

Peter and Allison Godfrey

Edward and Ellen Goodman

Robert and Melody Grand

Don and Stephani Green

Jim and Sara Gutting

Robert and Jeanne Hallam

Richard L. Hamm

LaVonte Hampton

Larry Hanlon

Delores Marie Harding

Jack Hardy

Jason A. Harp

John and Martha Harries

Stanley and Linda Harris

Kathy Harvey

Charles and Debbie Hasbrook

Dan and Barbara Hasbrook

Matt and Cassie Hasbrook

Karen Kay Hedding

Cimberly Henderson

Louis and Jaime Hensley

Horst and Karen Hildebrandt

Robert and Rosita Hittle

Gary S. Holderfield

E. Jeanne Hollingsworth

Scott and Donna Horrall

Jami Hubbard

Albert and Carol Huebner

Nicole D. Hull

Patricia Hull

Colleen Hutchinson

Caroline Hyduk

Wendy Isbell

Anthony and Rebecca Jacklin

Charles Jackman

Bruce and Jane Jacobson

Valentine and Arvetta Jideonwo

Brenda Jinks

Tami D. Jones

Joan Kahn

James L. Kalleen III

Duane and Lori Kamminga

Emily Kanis

Becky Kearney

Dr. Gerald T. Keener Jr.

Patricia Keller

Dean and Ellen Kelley

Michael and Mary Kempf

Gail Kincaid

Jennifer A. Kinney

Mary Kipka

Cindy Kirchhofer

Karla Kirkwood

Joseph and Beth Marie Kirsch

Tekie T. Kismu

Joseph and Marian Knueven

Kristine Koons

Donald and Geraldine Koors

Jon and Kyle Kroehler

Robin Kyle

Kathleen Ladavac

Mark and Saundra Lange

Cathy Langham and Rick Kocerha

Rosalie Lashbrook

John Lasley

Alma Lathrop

James and Kathy Lauck

Denise Laverty

Paul and Janet Lawrence

Nancy and Kris Leming

Tricia Leminger and Christopher Lynch

Nicholas P. Leon

David and Lois LeVine

Tanisha Levi-Stewart

James and Clella Lewis

Roy and Elizabeth Little

Sharon K. Long

Jason Loyd

Alan Lucas

Michael Eugene Lundy

Ron Luther

Amy Lynch

Kevin and Annette Mandrell

Gerald Mansbach and Shirley Halpern

Dr. Richard and Beverly Markoff

William Marshall

Bradley and Yvonne Martin

Josh and Timnah Masariu

Jane Maschino

Diane Mason

Bashir A. and Joyce Masoodi

Pamela Maull

Stacy Maurer

B.T. Maxam

Carolyn J. Mayes

Eric McCarty

Carol McDonald

Diane L. McGuire

Timothy and Melissa Meador

Thomas Meads

Michael and Ann Merkel

Joel Merlin

15

Page 19: Read the 2016 Annual Report

Karl Meyer

Tammy Meyer

James and Constance Michaels

Phillip A. Milam

Dennis and Kathleen Miller

Pauline Ann Miller

Timathy C. Mills

Jeff and Christy Mittman

John Moenning

Lou and Janet Moneymaker

John Montgomery

Kim E. Moore

Carl and Joyce Morris

Martin and Kristine Morris

Richard Moseley

Carey A. Murphy

Philip and Susan Nicely

William P. Noll

Marilyn Opell

Bob and Lise Pace

Beau Pahud

Bob and Kathy Parish

Mitchell Parsons

Paul Pavey

Alan Pedri

Gregory Pence

Brian T. Petraits

Michael and Donna Petraits

Doug and Dana Pingel

James Pittser

Don Plesner

Susan Plough

Charles and Joan Pluchar

Tom Pluchar

Doris Polak

Frank C. Porter

Stephen and Vickie Powell

William R. Powell

Salvatore Puma

Ryan Allen and

Heather Quigley-Allen

Stephen and Nancy Rasmussen

Kathryn Reaganshinn

Michele Reagor

Anthem Foundation

Arthur Jordan Foundation

Ayres Foundation Inc.

Charles Schwab Foundation

Christel DeHaan Family Foundation Inc.

Dean and Barbara White Family Foundation

Eli Lilly and Company Foundation

Hoover Family Foundation Inc.

Hunter Heath III Trust

Jack and Jacqueline R. Kesler Trust

Lavina Joergens Rev. Living Trust

Lilly Endowment Inc.

Lumina Foundation

Old National Bank Foundation

The Arc of Indiana Foundation

The Cathy J. Robinson Living Trust

The Grainger Foundation

The Margaret J. Justice Trust

The Michael Cristini Memorial Fund

UPS Foundation

Walmart Foundation

Weck Charitable Trust

FOUNDATION DONORS 2015-2016

Barry Rector

Bill Reynolds

John Richardson

Preston J. Richardson

Kelly Richmond

Mary Rinker

Robert Robinette

Larry J. Robinson

Adam J. Rodenbeck

Steve Rosenbaum

John R. Rowland

Stephen and Deborah Ruberg

Thomas and Jane Salentine

Barbara Sanders

Verne and Marie Sanford

Diane Schmadeke

Wayne and Susan Schmidt

Gene and Carol Schnyder

Chad Shaffer

Rebekah Sharpe

Jon Shively

W.T. and Joy Shugart

Jeff Skeens

Jay Skinner

Harold and Carol Slager

Lynda M. Smallwood

David M. Smith

Donnie Smith

Richard and Patricia Smith

Shannon J. Smith

Stephen and Carole Smith

Patricia Snyder

Patrick and Mary Soja

Joyce M. Spayd

Karen Springer

Patti Stauffer

Wendy Steil

Mary H. Stephens

Michael and Barbara Stewart

Cynthia W. Stiehl

Oren Stoll

Dan Straus

Jerry E. Swinehart

Elaine Taylor

16

Page 20: Read the 2016 Annual Report

Jason LoydEmployee of the Year

Janet Gacsko 1953-2014Hasbrook Award winner (above)Accepting award: Robert Davis, Janet’s brother and Jon Shively, Janet’s friendand colleague (below)

Scott Beauchamp, presidentIndianapolis Yellow CabCommunity Partner of the Year

SALUTE TO THE 2016 WINNERS!

Eli Lilly and Co.Corporate Volunteer of the Year

Jeffrey and Eda Terp

Everett R. Terrell

James Thieman

Glenda Thomas

Jill M. Thomas

Patrick Thomas

Dinah J. Thompson

Kay Thompson

Ruth Toombs

Marianne Townley

Normand and Magdalene Townley

George Trautvetter

Clinton and Donna Tull

Danielle Tuschong

Pauline Ulrey

Jack M. Utterback

Archangel and Cynthia Valencia

Angela P. Vandersteen

Abigail Villines

Morris and Jodi Virgil

Ferdinand and Ellen Vogelgesang

Everett and Joice Wade

Edwin Wade and Anne Mascari

Debra K. Waller

Sara Walling

Gloria A. Walton

James and Sally Wann

Lucinda Ward

Melanie Wells

Steve and Mary Wheatley

Calvin R. Whickum

Nuria White

Donald Wieser

Bert and Caryl Wilhoite

Thomas and Marsha Williams

Cori M. Wills

Bernadine Wilmer

Richard and Jaqueline Wirey

Fredrick and Lisa Woerner

Julie Wolfe

Jason and Susan Young

Jill M. Young

Raymond and Sharon Zeigler

James and Rita Zink

Kathy SellersVolunteer of the Year

17

Page 21: Read the 2016 Annual Report

Direct Employers Association

Doak Financial, LLC

Elements Financial Federal Credit Union

Elite Beverages

Elliott Company of Indianapolis

EMP Technical Group

Essential Architectural Signs, Inc.

EYE Can See, Inc.

Fifth Third Bank

First Merchants Corporation

Frederick and Helen Stehman

Frost Brown Todd LLC

Give with Liberty

Glazer’s Wholesale Drug Co., Inc.

Gradex, Inc.

Healthcare Products Delivery

Impact Networking

Indiana Chamber Of Commerce

Indiana House Democratic Caucus

Indiana Industry Liaison Group

Indiana Republican Party

Indiana Statewide Association of Rural Electric Cooperatives, Inc.

Indianapolis Power and Light

Indianapolis Public Transportation Corporation

Indianapolis Yellow Cab

Information Office of Technology

Kanis Limited Partnership

L.M. Henderson and Company, LLP

Langham Logistics

Luke Messer for Congress

M.D. Smith and Associates

Medline Industries, Inc.

Midwest Eye Institute

Mölnlycke Healthcare

Monarch Beverage Company

NAPA Balkamp-Plainfield

National Collegiate Athletic Association

National Industries for the Blind

New Centaur, LLC

Northview Church

N-tara Inc.

OrderUp

Pivot Marketing

PNC Bank

PNC Foundation

Priority Press

Purdue University Office of Engagement

Qtego, LLC

Ruth’s Chris Steak House

Silver Creek Engineering, Inc.

Small Business Insurance Solutions

Southern Glazer’s Wine and Spirits of Indiana

State Employees Community Campaign

Steel Dynamics

Stemler Corporation

Sysco Indianapolis, LLC

The Ability Experience

The Arc of Indiana

The Hartford Funds

The Media Guy, LLC

The National Bank of Indianapolis

The Walt Disney Company

Truist

TX:Team

Tynan Equipment Company

United Cerebral Palsy Association of Greater Indiana

United Parcel Service

United Way of Central IN, Inc.

United Way of Central Ohio

United Way of Greater Atlanta, Inc.

United Way of Greater Milwaukee

United Way of Metropolitan Chicago

United Way of Midland County

USI Insurance Services, LLC

VonLehman and Company, Inc.

WIBC (93.1 FM)

YourCause.com

Zink Distributing Company, LLC

BUSINESS DONORS

Ability Indiana, Inc.

Acuitas Financial Group

Aflac

Altria Group, Inc.

American Council of the Blind of Indiana

Ansell Health Care

Ascent ERP

AT&T Employee Giving Campaign

Automatic Irrigation Supply Company

AvKARE

Bank of America

Big Red Liquors

Blaze Pizza

Brownsburg Academy

C D S Financial Services, Inc.

Capital Group

Cardinal Health

CarDon and Associates

Cedar Point

Cincinnati Association for the Blind and Visually Impaired

Colbert Packaging Corp.

Creative Street Entertainment

Delta Faucet Company

18

Page 22: Read the 2016 Annual Report

VOLUNTEER PROGRAM 2015-2016

This past year, our volunteers have served as sighted guides for our clients on a trip to the zoo, worked construction and landscaping, handled 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.

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

19

Page 23: Read the 2016 Annual Report

WE DEDICATE THIS ANNUAL REPORT IN MEMORY OF DEAN WHITE

Dean White, the Hoosier philanthropist and the Bosma Visionary Opportunities Foundation’s first million dollar donor, died this past September. The gift from the Dean and Barbara White Family Foundation included a challenge for others to give and generate hundreds of thousands in additional gifts. It has made a lasting impact on creating opportunities for people who are blind or visually impaired.

“Dean White was an amazing business leader and he and his wife Barbara were extraordinarily generous philanthropists,” said Brian Bosma, chairman of the Bosma Visionary Opportunities Foundation. “Their support for the Bosma Visionary Opportunities Foundation will make a significant difference for people who are blind and visually impaired for generations to come.”

Mr. White had a longstanding commitment to the Hoosier State and his generosity made the lives of people in Indiana better and will continue to do so long after his death. We would like to thank Mr. White for his kindness and support of the mission of Bosma Enterprises.

“THE ONLY THING WORSE THAN BEING BLIND IS HAVING SIGHT

BUT NO VISION.”

~ Helen Keller

Page 24: Read the 2016 Annual Report

EXECUTIVE LEADERSHIP TEAM Lou Moneymaker, president and CEOJason Bailey, director of information technologySteven Fredwell, senior director of sales and customer serviceJami Hubbard, CFOJames Michaels, VP of program servicesDoug Pingel, VP of operationsLise Pace, director of marketingDavid Smith, senior director of business development and continuityJoice Wade, VP of human resources

BOARD OF DIRECTORSBart Book, chair Danielle Tuschong, vice chair Steven L. Bucksot, secretary/treasurerScott Beauchamp Brian C. Bosma Kendra Fauth-EdwardsMatt Hasbrook Rebecca W. JacklinDonald KoorsKevin MandrellJe�rey E. MittmanLou MoneymakerStephen M. Powell Michael J. StewartLucinda WardLucia Anderson Weathers

BOARD OF DIRECTORS, BOSMA VISIONARY OPPORTUNITIES FOUNDATIONBrian C. Bosma, chairBert Wilhoite, vice chair Rebecca W. Jacklin, secretaryBart BookRaymond CoxMatt Hasbrook Kevin MandrellLou MoneymakerStephen Powell Heather Quigley-Allen, ex-o�cio

JASON LOST HIS VISION...FOUND BOSMAJason, the 2015 Employee of the Year, picks and prepares more than 200 boxes, including exam and surgical gloves, daily as a shipping and receiving clerk at Bosma Enterprises. Using screen reading and enlargement technology, video magnifiers and speech-enabled tablet software, Jason consistently prepares shipments as e�ciently as his sighted peers, showing an attention to detail that exceeds industry standards. Always looking for new challenges in his career, Jason will be the agency's first legally blind forklift operator. He will be testing a new turret truck operation. He also serves on the Quality Work Environment team at Bosma Enterprises. In his free time Jason enjoys music, sports, and his true passion, studying history.

July 2015-June 2016

Page 25: Read the 2016 Annual Report

BOSMA ENTERPRISES ANDAFFILIATE FINANCIAL REPORT 2016 Fiscal Year July 2015-June 2016

Organizational Employment Revenue: Revenues $63,450,891 Less: Cost of Goods Sold (44,000,241) Organizational Employment Revenue, Net 19,450,650 90.1%

Rehabilitation Service Revenue: Program Service Fees 1,439,176 Grants 143,750 1,582,926 7.3%Other Support Revenue: Special Event Revenue 264,920 In Kind Donations 7,740 Less: Direct Donor Benefits Costs (165,282) 107,378 0.5% Contributions and Grants 415,960 1.9%

Other Revenue 23,168 0.2% TOTAL REVENUES $21,580,082 100.00%

Program Services 10,552,735 69.3%Management and General 4,337,005 28.5%Fundraising 346,109 2.2% TOTAL EXPENSES $15,235,849 100.00% INCREASE IN NET ASSETS $6,344,233

STATEMENT OF FINANCIAL POSITION TOTAL ASSETS $45,948,375

Liabilities 7,774,470 Net Assets 38,173,905 TOTAL LIABILITIES AND NET ASSETS $45,948,375

MAKING A DIFFERENCE IN THE COMMUNITY

Over 1,600 people who are blind or visually impaired were served through the comprehensive programs of Bosma Enterprises.

Thank you to all supporters who helped change lives and bring hope to so many.

Page 26: Read the 2016 Annual Report

8020 Zionsville Road Indianapolis, IN 46268PH 317.684.0600 • TOLL-FREE 866.602.6762 • bosma.org

Bosma Enterprises and the Bosma Visionary Opportunities Foundation are 501(c)(3) not-for-pro�t organizations.All contributions are tax deductible as allowed by law.

MISSION

BOSMA ENTERPRISES, CREATING OPPORTUNITIES FOR INDIVIDUALS WHO ARE BLIND OR VISUALLY IMPAIRED.

VISION

EQUALITY FOR PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED.

ISO 9001:2008ISO 13485:2003CERTIFIED