Form 990 for tax year 2023
Filed by VISION FORWARD ASSOCIATION INCORPORATED.
Totals
- Total revenue
- $3,019,436
- Total expenses
- $3,068,419
- Contributions and grants received
- $1,642,759
- Grants paid
- $4,350
- Program service revenue
- $706,904
- Investment income
- $517,964
- Other revenue
- $151,809
- Total assets, end of year
- $6,594,985
- Total liabilities, end of year
- $744,720
- Net assets or fund balances, end of year
- $5,850,265
- Program services expenses (Part IX)
- $2,393,847
- Management and general expenses
- $273,210
- Fundraising expenses
- $401,362
- Program service expenses (Part III)
- $2,393,847
Program services were 78.0% 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
$54,364
-
1c · Fundraising events
$183,928
-
1e · Government grants (contributions)
$149,384
-
1f · All other contributions, gifts and grants
$1,255,083
-
1g · Noncash contributions included above
$13,800
-
2a · Program service revenue: REHABILITATION SERVICES
total $706,904 · related or exempt $706,904
-
3 · Investment income
total $142,176 · excluded $142,176
-
7a · Gross sales of assets other than inventory
securities $4,727,574
-
7b · Less cost or other basis and sales expenses
securities $4,351,786
-
7c · Gain or loss
securities $375,788
-
7d · Net gain or loss
total $375,788 · excluded $375,788
-
8a · Fundraising events: gross income
$21,089
-
8a · Fundraising events: contributions included on line 1c
$183,928
-
8b · Fundraising events: direct expenses
$51,371
-
8c · Net income from fundraising events
total -$30,282 · excluded -$30,282
-
10a · Gross sales of inventory
$585,251
-
10b · Cost of goods sold
$422,203
-
10c · Net income from sales of inventory
total $163,048 · related or exempt $163,048
-
11d · All other revenue
total $19,043 · excluded $19,043
-
11e · Other revenue, total
$19,043
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $4,350 · program services $4,350
-
5 · Compensation of officers, directors and key employees
total $149,286 · program services $29,857 · management and general $74,643 · fundraising $44,786
-
7 · Other salaries and wages
total $1,693,084 · program services $1,459,887 · management and general $35,654 · fundraising $197,543
-
8 · Pension plan contributions
total $60,533 · program services $48,947 · management and general $3,624 · fundraising $7,962
-
9 · Other employee benefits
total $163,888 · program services $132,520 · management and general $9,812 · fundraising $21,556
-
10 · Payroll taxes
total $135,195 · program services $109,319 · management and general $8,094 · fundraising $17,782
-
11c · Fees: accounting
total $88,427 · management and general $88,427
-
11f · Fees: investment management
total $29,791 · management and general $29,791
-
11g · Fees: other
total $79,670 · program services $71,218 · management and general $1,839 · fundraising $6,613
-
12 · Advertising and promotion
total $84,347 · program services $38,377 · management and general $2,169 · fundraising $43,801
-
13 · Office expenses
total $83,569 · program services $72,562 · management and general $4,238 · fundraising $6,769
-
14 · Information technology
total $197,074 · program services $172,183 · management and general $4,058 · fundraising $20,833
-
16 · Occupancy
total $203,233 · program services $172,645 · management and general $6,655 · fundraising $23,933
-
17 · Travel
total $39,395 · program services $36,091 · management and general $1,318 · fundraising $1,986
-
19 · Conferences, conventions and meetings
total $17,203 · program services $12,611 · management and general $605 · fundraising $3,987
-
20 · Interest
total $698 · program services $592 · management and general $23 · fundraising $83
-
22 · Depreciation, depletion and amortization
total $11,466 · program services $9,369 · management and general $887 · fundraising $1,210
-
23 · Insurance
total $20,004 · program services $16,980 · management and general $657 · fundraising $2,367
-
24a · Other expenses: LICENSES/PERMITS
total $2,600 · program services $2,382 · management and general $87 · fundraising $131
-
24e · All other expenses
total $4,606 · program services $3,957 · management and general $629 · fundraising $20
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $308,120 · end of year $179,723
-
3 · Pledges and grants receivable
beginning of year $320,758 · end of year $261,300
-
4 · Accounts receivable
beginning of year $55,264 · end of year $75,957
-
8 · Inventories for sale or use
beginning of year $75,782 · end of year $90,611
-
9 · Prepaid expenses and deferred charges
beginning of year $10,737 · end of year $8,177
-
10a · Land, buildings and equipment: cost or other basis
$146,634
-
10b · Land, buildings and equipment: accumulated depreciation
$127,588
-
10c · Land, buildings and equipment, net
beginning of year $26,722 · end of year $19,046
-
11 · Investments: publicly traded securities
beginning of year $4,856,430 · end of year $4,764,948
-
12 · Investments: other securities
beginning of year $222,277 · end of year $569,420
-
15 · Other assets
beginning of year $765,476 · end of year $625,803
-
17 · Accounts payable and accrued expenses
beginning of year $108,535 · end of year $128,926
-
25 · Other liabilities
beginning of year $752,471 · end of year $615,794
-
27 · Net assets without donor restrictions
beginning of year $4,357,250 · end of year $4,492,315
-
28 · Net assets with donor restrictions
beginning of year $1,423,310 · end of year $1,357,950
Mission and programs · 2023
Mission
EMPOWER, EDUCATE, AND ENHANCE THE LIVES OF INDIVIDUALS IMPACTED BY VISION LOSS THROUGH ALL OF LIFE'S TRANSITIONS.
-
CHILDREN'S PROGRAM: OUR CHILDREN'S SERVICES INCLUDES PROGRAMMING THAT SERVES CHILDREN FROM BIRTH TO 21 YEARS OF AGE. OUR CHILDREN'S PROGRAM PROVIDES SPECIAL EDUCATION INSTRUCTION, VISION AND SENSORY TRAINING, ORIENTATION AND MOBILITY TRAINING, AND MUSIC, OCCUPATIONAL, PHYSICAL AND SPEECH/LANGUAGE THERAPY TO CHILDREN WHO ARE BLIND AND VISUALLY IMPAIRED. OUR YOUTH PROGRAM SUPPORTS THE LEARNING OF THE EXPANDED CORE CURRICULUM (ECC) FOR SCHOOL-AGE YOUTH, AGES THREE TO 21 YEARS, THROUGH REGULARLY SCHEDULED, HIGHLY STRUCTURED EVENTS AND ACTIVITIES THAT ARE OFFERED DURING THE DAY, SOME WEEKENDS AND DURING THE SUMMER. THE SERVICES WE PROVIDE ARE BASED ON EACH CHILD'S INDIVIDUAL NEEDS AND ADDRESS THE SKILLS THAT ALL CHILDREN MUST LEARN AS WELL AS THE ADAPTIVE SKILLS USED BY THOSE WHO ARE BLIND OR VISUALLY IMPAIRED. DURING FISCAL YEAR 2024, WE SERVED 144 CHILDREN, AGES BIRTH TO SIX YEARS WITH THERAPY AND VISION SERVICE WITH ANOTHER ALMOST 1,300 HOURS OF SPECIAL EDUCATION CLASSROOM TIME; 74 SCHOOL-AGE YOUTH, AGES THREE TO 21 (MAY HAVE ATTENDED MULTIPLE ACTIVITIES). 9% OF CHILDREN RECEIVING SERVICES DEMONSTRATED IMPROVEMENT IN THEIR SOCIAL EMOTIONAL SKILLS. 98% OF PARENTS/CAREGIVERS WILL USE THE SKILLS THEY LEARNED TO CARE AND ADVOCATE FOR THEIR CHILD.
Expenses $1,116,922 · Grants $4,350 · Revenue $381,591
-
VISION REHABILITATION: OUR ADULT VISION REHABILITATION SERVICES OFFERS ASSESSMENT AND TRAINING IN THE FOLLOWING AREAS: LOW VISION, ACTIVITIES OF DAILY LIVING, COMMUNICATION, ORIENTATION AND MOBILITY (WAYFINDING AND WHITE CANE TRAVEL), AND ASSISTIVE TECHNOLOGY TO ADULTS, AGES 18 AND OLDER, WHO ARE BLIND AND VISUALLY IMPAIRED. OUR ENRICHMENT PROGRAM OFFERS SOCIAL ACTIVITIES, CLASSES AND WORKSHOPS TO HELP ADULTS WITH VISION LOSS LEARN ADAPTIVE LIFE AND TECHNOLOGY SKILLS AS WELL AS ENJOY AND ENHANCE THEIR LIVES. WE ALSO OFFER A SERIES OF SUPPORT GROUPS THAT HELP ADULTS ADDRESS THE SOCIAL EMOTIONAL ISSUES THAT ACCOMPANY VISION LOSS. 453 PEOPLE HAD CONTACT WITH OUR SOCIAL WORKER, HELPING THEM PREPARE FOR THEIR VISION LOSS JOURNEY. IN FISCAL YEAR 2024, WE SERVED 889 ADULTS THROUGH OUR ADULT VISION REHABILITATION PROGRAM, WHO RECEIVED OVER 3,238 HOURS OF DIRECT SERVICE, AND MORE THAN 4,000 THROUGH OUR OUTREACH EFFORTS. MANY OF THE ADULTS WERE SERVED THROUGH MULTIPLE ACTIVITIES AND TRAININGS PROVIDED BY EACH PROGRAM. OUR TECHNOLOGY TEAM PROVIDED 2,296 HOURS OF ONE-ON-ONE TECHNOLOGY SERVICES. WE ALSO PRODUCED 47 INSTRUCTIONAL VIDEOS, WHICH HAD A TOTAL OF 215,000 VIEWS ON OUR YOU TUBE CHANNEL AND 14,500 TOTAL HOURS OF WATCHED CONTENT. 96% OF ADULTS REPORTED A POSITIVE EXPERIENCE WITH OUR ADULT VISION REHABILITATION SERVICES. 97% OF ADULTS DEMONSTRATED PROGRESS AND/OR ACHIEVEMENT OF THEIR INDIVIDUAL GOALS AFTER RECEIVING SERVICES.
Expenses $1,085,597 · Revenue $325,313
-
VISION FORWARD STORE: OUR STORE IS ONLY ONE OF A FEW RESOURCES IN WISCONSIN THAT SELLS ADAPTIVE PRODUCTS FOR PEOPLE WITH VISION LOSS. THE HUNDREDS OF PRODUCTS WE CARRY ARE DESIGNED TO HELP THOSE WHO ARE BLIND, AS WELL AS THOSE WHO ARE LIVING WITH CHANGING VISION AND LOW VISION, TO SUCCESSFULLY ACCOMPLISH THE TASKS OF EVERYDAY LIFE. SOME OF THE TOP SELLING DEVICES WE FEATURE ARE MAGNIFIERS, CCTVS (VIDEO MAGNIFIERS), LARGE PRINT ITEMS, TALKING WATCHES AND CLOCKS, HIGH CONTRAST PENS AND SPECIALIZED LIGHTING. DURING FISCAL YEAR 2024, WE SERVED 1,276 UNIQUE CUSTOMERS WITH GUIDANCE AND ADAPTIVE PRODUCTS THAT HELP THEM ENHANCE THEIR SKILLS, MAXIMIZE THEIR REMAINING VISION, MAINTAIN THEIR HEALTH, AND RETAIN THEIR INDEPENDENCE.
Expenses $171,772 · Revenue $163,048
-
ENRICHMENT: PROVIDES AN EXTENSIVE SUPPORT NETWORK OF PERSONS TO PROMOTE THE ORGANIZATION'S MISSION.
Expenses $19,556
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
DAVID LOBO
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
DEE MELLOR
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
DAVID STRELITZ
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
KORINA HARMAN
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
SCOTT MARR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DOUGLAS BRODZIK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JAMES DOBRINSKA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KATHLEEN MEYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DAN LOCOCO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JOSEPH SCHWENKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JOSEPH SKOTARZAK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
GUILLERMO BAENA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL DANTE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CROCKER STEPHENSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
NICHOLAS TOSI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SONJA WILLIAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JACLYN BORCHARDT
CHIEF EXECUTIVE OFFICER
- Total calculated
- $143,993
- From this org
- $138,455
- From related orgs
- $0
- Other
- $5,538
- Hours/week
- 40
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403189349308260
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.