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← VISION FORWARD ASSOCIATION INCORPORATED

Form 990 for tax year 2025

Filed by VISION FORWARD ASSOCIATION INCORPORATED.

Totals

Total revenue
$4,610,037
Total expenses
$3,814,970
Contributions and grants received
$3,370,983
Grants paid
$5,000
Program service revenue
$722,123
Investment income
$386,788
Other revenue
$130,143
Total assets, end of year
$10,298,065
Total liabilities, end of year
$3,773,848
Net assets or fund balances, end of year
$6,524,217
Program services expenses (Part IX)
$2,646,710
Management and general expenses
$320,032
Fundraising expenses
$848,228
Program service expenses (Part III)
$2,646,710

Program services were 69.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $47,380

  • 1e · Government grants (contributions)

    $106,419

  • 1f · All other contributions, gifts and grants

    $3,217,184

  • 1g · Noncash contributions included above

    $202,386

  • 2a · Program service revenue: REHABILITATION SERVICES

    total $722,123 · related or exempt $722,123

  • 3 · Investment income

    total $139,259 · excluded $139,259

  • 7a · Gross sales of assets other than inventory

    securities $3,184,727

  • 7b · Less cost or other basis and sales expenses

    securities $2,937,198

  • 7c · Gain or loss

    securities $247,529

  • 7d · Net gain or loss

    total $247,529 · excluded $247,529

  • 10a · Gross sales of inventory

    $471,053

  • 10b · Cost of goods sold

    $341,399

  • 10c · Net income from sales of inventory

    total $129,654 · related or exempt $129,654

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $489 · excluded $489

  • 11e · Other revenue, total

    $489

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $5,000 · program services $5,000

  • 5 · Compensation of officers, directors and key employees

    total $162,240 · program services $32,448 · management and general $56,784 · fundraising $73,008

  • 7 · Other salaries and wages

    total $1,829,130 · program services $1,538,690 · management and general $66,034 · fundraising $224,406

  • 8 · Pension plan contributions

    total $67,354 · program services $56,424 · management and general $2,091 · fundraising $8,839

  • 9 · Other employee benefits

    total $264,818 · program services $226,091 · management and general $11,601 · fundraising $27,126

  • 10 · Payroll taxes

    total $146,262 · program services $114,867 · management and general $8,428 · fundraising $22,967

  • 11b · Fees: legal

    total $2,548 · fundraising $2,548

  • 11c · Fees: accounting

    total $104,550 · management and general $104,550

  • 11e · Fees: professional fundraising services

    total $186,715 · fundraising $186,715

  • 11f · Fees: investment management

    total $24,792 · management and general $24,792

  • 11g · Fees: other

    total $149,872 · program services $91,879 · management and general $5,899 · fundraising $52,094

  • 12 · Advertising and promotion

    total $128,459 · program services $24,181 · management and general $1,703 · fundraising $102,575

  • 13 · Office expenses

    total $117,130 · program services $72,052 · management and general $17,918 · fundraising $27,160

  • 14 · Information technology

    total $227,144 · program services $146,555 · management and general $3,630 · fundraising $76,959

  • 16 · Occupancy

    total $217,822 · program services $186,127 · management and general $8,520 · fundraising $23,175

  • 17 · Travel

    total $30,762 · program services $28,919 · management and general $315 · fundraising $1,528

  • 19 · Conferences, conventions and meetings

    total $16,296 · program services $8,787 · management and general $1,632 · fundraising $5,877

  • 20 · Interest

    total $6,017 · program services $1,682 · management and general $78 · fundraising $4,257

  • 22 · Depreciation, depletion and amortization

    total $54,877 · program services $45,945 · management and general $3,040 · fundraising $5,892

  • 23 · Insurance

    total $26,298 · program services $22,618 · management and general $1,050 · fundraising $2,630

  • 24a · Other expenses: GRANT FUNDED EXPENSES

    total $43,232 · program services $43,232

  • 24b · Other expenses: MEMBERSHIP DUES

    total $2,085 · program services $155 · management and general $1,507 · fundraising $423

  • 24c · Other expenses: LICENSES AND PERMITS

    total $1,197 · program services $1,058 · management and general $90 · fundraising $49

  • 24d · Other expenses: MISCELLANEOUS EXPENSES

    total $370 · management and general $370

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $37,379 · end of year $176,518

  • 3 · Pledges and grants receivable

    beginning of year $266,093 · end of year $769,939

  • 4 · Accounts receivable

    beginning of year $112,445 · end of year $110,215

  • 8 · Inventories for sale or use

    beginning of year $89,580 · end of year $80,870

  • 9 · Prepaid expenses and deferred charges

    beginning of year $30,794 · end of year $2,372

  • 10a · Land, buildings and equipment: cost or other basis

    $1,053,204

  • 10b · Land, buildings and equipment: accumulated depreciation

    $113,749

  • 10c · Land, buildings and equipment, net

    beginning of year $20,240 · end of year $939,455

  • 11 · Investments: publicly traded securities

    beginning of year $4,917,843 · end of year $4,668,695

  • 12 · Investments: other securities

    beginning of year $210,580 · end of year $285,861

  • 15 · Other assets

    beginning of year $136,303 · end of year $3,264,140

  • 17 · Accounts payable and accrued expenses

    beginning of year $114,216 · end of year $162,443

  • 19 · Deferred revenue

    beginning of year $10,000 · end of year $84,504

  • 23 · Secured mortgages and notes payable

    end of year $200,000

  • 25 · Other liabilities

    beginning of year $125,735 · end of year $3,326,901

  • 27 · Net assets without donor restrictions

    beginning of year $4,329,897 · end of year $4,788,826

  • 28 · Net assets with donor restrictions

    beginning of year $1,241,409 · end of year $1,735,391

Mission and programs · 2025

Mission

EMPOWER, EDUCATE, AND ENHANCE THE LIVES OF IDIVIDUALS IMPACTED BY VISION LOSS THROUGH ALL OF LIFE'S TRANSITIONS.

  • CHILDREN'S PROGRAM: VISION FORWARD SERVED 203 CHILDREN AND YOUTH AGES 021 DURING THE YEAR, INCLUDING 154 CHILDREN AGES 06. THE PROGRAM SERVED CHILDREN FROM ACROSS THE REGION, WITH 37% RESIDING OUTSIDE THE FOUR-COUNTY AREA AND 60% IDENTIFYING AS CHILDREN OF COLOR. AMONG CHILDREN AGES 06, 37% OF FAMILIES REPORTED HOUSEHOLD INCOMES BELOW $25,000. SPECIALLY TRAINED STAFF WORK WITH BABIES, TODDLERS, CHILDREN AND THEIR FAMILIES TO HELP YOUNG LEARNERS USE THEIR REMAINING VISION AND COMPENSATE FOR VISION LOSS THROUGH OTHER SENSES. SERVICES INCLUDE TEACHERS OF THE VISUALLY IMPAIRED AND OCCUPATIONAL, PHYSICAL, SPEECH-LANGUAGE AND MUSIC THERAPY, AS WELL AS ORIENTATION AND MOBILITY TRAINING, INCLUDING WHITE-CANE SKILLS AND SAFE NAVIGATION. SCHOOL-AGE CHILDREN PARTICIPATE IN BRAILLE, ADAPTED RECREATION AND TECHNOLOGY ACTIVITIES THAT BUILD INDEPENDENCE AND PREPARE THEM FOR ADULTHOOD. DURING THE YEAR, VISION FORWARD DEVELOPED AND LAUNCHED IMPLEMENTATION OF ITS NEUROLOGICAL AND VISUAL IMPAIRMENT (NAVI) PROGRAM AND SUCCESSFULLY TRANSITIONED TO A NEW EARLY EDUCATION PROGRAM STRUCTURE. THE PROGRAM DELIVERED 7,415 HOURS OF SERVICE, INCLUDING 4,200 HOURS OF PRESCHOOL SERVICES, 1,507 HOURS OF THERAPY AND 1,708 HOURS OF VISION SERVICES AND RELATED TRAVEL. OUTCOMES DEMONSTRATED MEANINGFUL IMPACT: 93% OF FAMILIES REPORTED RECEIVING THE SERVICES THEY NEEDED TO BETTER CARE FOR THE CHILD, AND 99% OF CHILDREN DEMONSTRATED DEVELOPMENTAL IMPROVEMENT IN BOTH SOCIAL AND MOTOR SKILLS.

    Expenses $1,135,667 · Grants $5,000 · Revenue $336,231

  • VISION REHABILITATION: VISION FORWARD PROVIDED ADULT VISION REHABILITATION SERVICES TO 990 INDIVIDUALS, WITH 3,005 HOURS OF DIRECT SERVICE ACROSS LOW VISION, TECHNOLOGY, ORIENTATION AND MOBILITY, DAILY LIVING, SUPPORT AND BRAILLE. THE PROGRAM SERVED ADULTS ACROSS 149 UNIQUE ZIP CODES, WITH 42% AGE 75 OR OLDER, INCLUDING 23% AGE 85 OR OLDER. IN ADDITION, 35% REPORTED HOUSEHOLD INCOMES BELOW $25,000, HIGHLIGHTING THE SIGNIFICANT NUMBER OF OLDER AND ECONOMICALLY VULNERABLE ADULTS SERVED BY VISION FORWARD. LOW VISION SERVICES, OUR LARGEST PROGRAM, REACHED 597 INDIVIDUALS, INCLUDING 480 NEW LOW VISION EXAMINATIONS, 1,449 VISITS AND 95 HOME VISITS. TECHNOLOGY SERVICES INCLUDED 830 HOURS OF ONE-ON-ONE TRAINING, 52 TECHNOLOGY ASSESSMENTS AND 782 TRAINING APPOINTMENTS. THE ORGANIZATION PRODUCED 67 TECH CONNECT VIDEOS THAT GENERATED MORE THAN 160,000 VIEWS, EXTENDING PRACTICAL TECHNOLOGY EDUCATION BEYOND IN-PERSON SERVICES. SOCIAL WORK STAFF PROVIDED FOLLOW-UP PHONE CALLS OR IN-PERSON SESSIONS FOR 176 CLIENTS. TRANSPORTATION SERVICES INCLUDED 478 ROUND-TRIP RIDES COVERING MORE THAN 8,000 MILES, HELPING REDUCE ACCESS BARRIERS. TOGETHER, THESE SERVICES HELP PEOPLE EXPERIENCING VISION LOSS DEVELOP SKILLS AND ACCESS TOOLS THAT SUPPORT INDEPENDENCE, SAFE TRAVEL, DAILY LIVING AND CONTINUED PARTICIPATION IN THEIR HOMES AND COMMUNITIES.

    Expenses $1,293,663 · Revenue $385,892

  • VISION FORWARD STORE: THE VISION FORWARD STORE PROVIDES RECOMMENDATIONS AND ADAPTIVE PRODUCTS THAT HELP PEOPLE WHO ARE BLIND OR HAVE LOW VISION REMAIN INDEPENDENT AND IMPROVE QUALITY OF LIFE. OPEN TO THE PUBLIC, THE STORE IS OFTEN A FIRST POINT OF ENTRY TO VISION FORWARD, WHERE INDIVIDUALS CAN LEARN ABOUT REHABILITATION SERVICES AND OTHER RESOURCES. STAFF PROVIDE INDIVIDUALIZED, HANDS-ON ASSISTANCE TO HELP CUSTOMERS IDENTIFY PRODUCTS AND TECHNOLOGY SUITED TO THEIR NEEDS. DURING THE YEAR, 1,250 UNIQUE CUSTOMERS SHOPPED IN THE STORE OR ONLINE. TOP-SELLING PRODUCTS INCLUDED THE VISION FORWARD BOLD LINE PEN, BUMP DOTS, TACTILE MARKERS THAT HELP IDENTIFY CONTROLS BY TOUCH, AND HANDHELD MAGNIFIERS FOR READING LABELS AND OTHER EVERYDAY MATERIALS. THE STORE ALSO OFFERS HIGH-TECH ELECTRONIC MAGNIFICATION IN PORTABLE AND DESKTOP FORMATS, WHICH CAN GREATLY ENLARGE AND ENHANCE PRINTED MATERIALS TO MAKE TASKS SUCH AS READING MAIL AND COMPLETING FORMS MORE ACCESSIBLE. THE STORE ALSO PROVIDES DEMONSTRATIONS AND GUIDANCE ON ADAPTIVE TECHNOLOGIES, HELPING INDIVIDUALS IDENTIFY SOLUTIONS THAT CAN SUPPORT GREATER INDEPENDENCE AS THEIR VISION CHANGES.

    Expenses $199,605 · Revenue $129,654

  • ENRICHMENT: ENRICHMENT ACTIVITIES ARE OFFERED TO PROVIDE RECREATION, PEER SUPPORT, AND COMMUNITY FOR PEOPLE LIVING WITH VISION LOSS.

    Expenses $17,775

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • CROCKER STEPHENSON

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1.25

  • SHELBY ELIAS

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • JEAN FREUCK

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • DAVID R STRETLITZ

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • ANISIO COREIA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JAMES D DOBRINSKA CLU CIC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • TYLER DONAHUE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • PEDRO A GUERRERO

    DIRECTOR AS OF JANUARY 2026

    Total calculated
    $0
    Hours/week
    0.5

  • KAREN PECK KATZ

    DIRECTOR AS OF JANUARY 2026

    Total calculated
    $0
    Hours/week
    0.5

  • LISA KONKEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • KEVIN MEYERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JOSEPH SKOTARZAK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • NICHOLAS H TOSI MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • MARY VAN VOLKINBURG

    DIRECTOR AS OF JANUARY 2026

    Total calculated
    $0
    Hours/week
    0.5

  • SONJA WILLIAMS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • SANDI SIEGEL

    DIRECTOR AS OF JANUARY 2026

    Total calculated
    $0
    Hours/week
    0.5

  • CJ LANGE

    DIRECTOR THROUGH OCTOBER 2025

    Total calculated
    $0
    Hours/week
    0.5

  • DAN LOCOCO

    DIRECTOR THROUGH DECEMBER 2025

    Total calculated
    $0
    Hours/week
    0.5

  • JACLYN BORCHARDT

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $162,240
    From this org
    $156,000
    From related orgs
    $0
    Other
    $6,240
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,000
    Bonus
    $0
    Other
    $0
    Deferred
    $6,240
    Nontaxable benefits
    $0
    Filer's total
    $162,240

  • HEATHER HINSON

    OPTOMETRIST

    Total calculated
    $172,769
    From this org
    $137,599
    From related orgs
    $0
    Other
    $35,170
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,599
    Bonus
    $0
    Other
    $0
    Deferred
    $6,292
    Nontaxable benefits
    $28,878
    Filer's total
    $172,769

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2025
Filed
11 September 2026
IRS schema version
2025v4.2
Source object
202642579349301509

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