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Nonprofiteer
← VISION FORWARD ASSOCIATION INCORPORATED

Form 990 for tax year 2022

Filed by VISION FORWARD ASSOCIATION INCORPORATED.

Totals

Total revenue
$2,381,863
Total expenses
$2,981,389
Contributions and grants received
$1,656,290
Grants paid
$4,600
Program service revenue
$554,857
Investment income
$38,483
Other revenue
$132,233
Total assets, end of year
$6,641,566
Total liabilities, end of year
$861,006
Net assets or fund balances, end of year
$5,780,560
Program services expenses (Part IX)
$2,246,456
Management and general expenses
$259,474
Fundraising expenses
$475,459
Program service expenses (Part III)
$2,246,456

Program services were 75.3% 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

    $59,803

  • 1c · Fundraising events

    $152,955

  • 1e · Government grants (contributions)

    $177,044

  • 1f · All other contributions, gifts and grants

    $1,266,488

  • 1g · Noncash contributions included above

    $99,741

  • 2a · Program service revenue: REHABILITATION SERVICES

    total $554,857 · related or exempt $554,857

  • 3 · Investment income

    total $119,517 · excluded $119,517

  • 7a · Gross sales of assets other than inventory

    securities $3,138,407

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

    securities $3,219,441

  • 7c · Gain or loss

    securities -$81,034

  • 7d · Net gain or loss

    total -$81,034 · excluded -$81,034

  • 8a · Fundraising events: gross income

    $19,634

  • 8a · Fundraising events: contributions included on line 1c

    $152,955

  • 8b · Fundraising events: direct expenses

    $27,126

  • 8c · Net income from fundraising events

    total -$7,492 · excluded -$7,492

  • 10a · Gross sales of inventory

    $495,116

  • 10b · Cost of goods sold

    $356,351

  • 10c · Net income from sales of inventory

    total $138,765 · related or exempt $138,765

  • 11d · All other revenue

    total $960 · excluded $960

  • 11e · Other revenue, total

    $960

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $4,600 · program services $4,600

  • 5 · Compensation of officers, directors and key employees

    total $165,511 · program services $128,790 · management and general $8,496 · fundraising $28,225

  • 7 · Other salaries and wages

    total $1,631,128 · program services $1,269,237 · management and general $83,734 · fundraising $278,157

  • 8 · Pension plan contributions

    total $61,547 · program services $47,892 · management and general $3,159 · fundraising $10,496

  • 9 · Other employee benefits

    total $130,016 · program services $101,170 · management and general $6,674 · fundraising $22,172

  • 10 · Payroll taxes

    total $136,497 · program services $106,213 · management and general $7,007 · fundraising $23,277

  • 11c · Fees: accounting

    total $81,370 · management and general $81,370

  • 11f · Fees: investment management

    total $31,715 · management and general $31,715

  • 11g · Fees: other

    total $118,580 · program services $101,044 · management and general $10,576 · fundraising $6,960

  • 12 · Advertising and promotion

    total $77,379 · program services $33,070 · management and general $2,594 · fundraising $41,715

  • 13 · Office expenses

    total $89,993 · program services $78,752 · management and general $3,510 · fundraising $7,731

  • 14 · Information technology

    total $156,408 · program services $140,181 · management and general $1,600 · fundraising $14,627

  • 16 · Occupancy

    total $204,074 · program services $171,239 · management and general $6,253 · fundraising $26,582

  • 17 · Travel

    total $26,311 · program services $23,375 · management and general $1,618 · fundraising $1,318

  • 19 · Conferences, conventions and meetings

    total $18,468 · program services $7,771 · management and general $857 · fundraising $9,840

  • 20 · Interest

    total $262 · program services $220 · management and general $7 · fundraising $35

  • 22 · Depreciation, depletion and amortization

    total $16,605 · program services $14,073 · management and general $954 · fundraising $1,578

  • 23 · Insurance

    total $19,623 · program services $16,418 · management and general $611 · fundraising $2,594

  • 24a · Other expenses: LICENSES/PERMITS

    total $2,550 · program services $2,265 · management and general $157 · fundraising $128

  • 24e · All other expenses

    total $8,752 · program services $146 · management and general $8,582 · fundraising $24

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $294,676 · end of year $308,120

  • 3 · Pledges and grants receivable

    beginning of year $406,259 · end of year $320,758

  • 4 · Accounts receivable

    beginning of year $64,594 · end of year $55,264

  • 8 · Inventories for sale or use

    beginning of year $91,745 · end of year $75,782

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,423 · end of year $10,737

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

    $146,634

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

    $119,912

  • 10c · Land, buildings and equipment, net

    beginning of year $37,826 · end of year $26,722

  • 11 · Investments: publicly traded securities

    beginning of year $5,727,255 · end of year $4,856,430

  • 12 · Investments: other securities

    beginning of year $124,241 · end of year $222,277

  • 15 · Other assets

    beginning of year $21,075 · end of year $765,476

  • 17 · Accounts payable and accrued expenses

    beginning of year $82,039 · end of year $108,535

  • 25 · Other liabilities

    beginning of year $0 · end of year $752,471

  • 27 · Net assets without donor restrictions

    beginning of year $5,325,206 · end of year $4,357,250

  • 28 · Net assets with donor restrictions

    beginning of year $1,362,849 · end of year $1,423,310

Mission and programs · 2022

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 INCLUDE PROGRAMMING THAT SERVES CHILDREN FROM SIX WEEKS 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 2023, WE SERVED 131 CHILDREN, AGES SIX WEEKS TO SIX YEARS AND PROVIDED 3,115 HOURS OF THERAPY AND VISION SERVICE WITH ANOTHER 1,216 HOURS OF SPECIAL EDUCATION CLASSROOM TIME; 132 SCHOOL-AGE YOUTH, AGES THREE TO 21 (MAY HAVE ATTENDED MULTIPLE ACTIVITIES). 95% OF CHILDREN RECEIVING SERVICES DEMONSTRATED IMPROVEMENT IN THEIR SOCIAL EMOTIONAL SKILLS. 99% OF PARENTS/CAREGIVERS WILL USE THE SKILLS THEY LEARNED TO CARE AND ADVOCATE FOR THEIR CHILD.

    Expenses $1,095,475 · Grants $4,600 · Revenue $288,317

  • VISION REHABILITATION: OUR ADULT VISION REHABILITATION SERVICES OFFER 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. 222 PEOPLE HAD CONTACT WITH OUR SOCIAL WORKER, HELPING THEM PREPARE FOR THEIR VISION LOSS JOURNEY. IN FISCAL YEAR 2023, WE SERVED 687 ADULTS THROUGH OUR ADULT VISION REHABILITATION PROGRAM, WHO RECEIVED OVER 2,989 HOURS OF DIRECT SERVICE, 90 INDIVIDUALS PARTICIPATED IN WEEKLY ENRICHMENT PROGRAM AND 70 IN QUARTERLY PROGRAMMING, AND 1,581 THROUGH OUR OUTREACH EFFORTS. MANY OF THE ADULTS WERE SERVED THROUGH MULTIPLE ACTIVITIES AND TRAININGS PROVIDED BY EACH PROGRAM. OUR TECHNOLOGY TEAM PROVIDED 966 HOURS OF ONE-ON-ONE TECHNOLOGY SERVICES. WE ALSO PRODUCED 44 INSTRUCTIONAL VIDEOS, WHICH HAD A TOTAL OF 127,600 VIEWS ON OUR YOUTUBE CHANNEL AND 9,500 TOTAL HOURS OF WATCHED CONTENT. 97% 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 $917,689 · Revenue $266,540

  • VISION FORWARD STORE: OUR STORE IS ONLY ONE OF A FEW RESOURCES IN SOUTHEASTERN 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, CHECK WRITING GUIDES AND SPECIALIZED LIGHTING. DURING FISCAL YEAR 2023, WE SERVED 1,206 UNIQUE CUSTOMERS WITH GUIDANCE AND ADAPTIVE PRODUCTS THAT HELP THEM ENHANCE THEIR SKILLS, MAXIMIZE THEIR REMAINING VISION, MAINTAIN THEIR HEALTH, AND RETAIN THEIR INDEPENDENCE.ENCE.

    Expenses $194,170 · Revenue $138,765

  • ENRICHMENT: PROVIDES AN EXTENSIVE SUPPORT NETWORK OF PERSONS TO PROMOTE THE ORGANIZATION'S MISSION.

    Expenses $39,122

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • SCOTT MARR

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • DAVID STRELITZ

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • KORINA HARMAN

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • KATHLEEN MEYER

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • DOUGLAS BRODZIK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES DOBRINSKA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID LOBO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAN LOCOCO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DEE MELLOR

    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

  • LISA WHITMORE

    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

  • TERRI DAVIS

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $165,215
    From this org
    $147,179
    From related orgs
    $0
    Other
    $18,036
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,179
    Bonus
    $0
    Other
    $0
    Deferred
    $5,838
    Nontaxable benefits
    $12,198
    Filer's total
    $165,215

  • JACLYN BORCHARDT

    DIRECTOR OF OPERATIONS

    Total calculated
    $111,239
    From this org
    $106,961
    From related orgs
    $0
    Other
    $4,278
    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. 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

  • 3 · Approval by the board or compensation committee

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
2022
Filed
16 November 2023
IRS schema version
2022v5.0
Source object
202333249349301018

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