2023-11-20T13:51:18-06:00 2023-03-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2022-04-01 390808506 VISION FORWARD ASSOCIATION INCORPORATED VISI 4146150100 912 N HAWLEY RD MILWAUKEE WI 532133222 JACLYN BORCHARDT CHIEF EXECUTIVE OFFICER 4146150100 2023-11-16 1 JACLYN BORCHARDT 999009999 1 JENNY TARKOWSKI CPA P00634290 6082744020 2023-11-16 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JACLYN BORCHARDT 912 N HAWLEY RD MILWAUKEE WI 532133222 5984781 0 X VISION-FORWARD.ORG X 1920 WI EMPOWER, EDUCATE, AND ENHANCE THE LIVES OF INDIVIDUALS IMPACTED BY VISION LOSS THROUGH ALL OF LIFE'S TRANSITIONS. 17 17 42 92 0 0 1693831 1656290 487491 554857 503966 38483 132608 132233 2817896 2381863 4600 4600 0 0 1987467 2124699 0 0 475459 782873 852090 2774940 2981389 42956 -599526 6770094 6641566 82039 861006 6688055 5780560 X EMPOWER, EDUCATE, AND ENHANCE THE LIVES OF INDIVIDUALS IMPACTED BY VISION LOSS THROUGH ALL OF LIFE'S TRANSITIONS. 0 0 1095475 4600 288317 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. 917689 0 266540 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. 194170 0 138765 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. 39122 0 0 ENRICHMENT: PROVIDES AN EXTENSIVE SUPPORT NETWORK OF PERSONS TO PROMOTE THE ORGANIZATION'S MISSION. 39122 0 0 2246456 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 17 0 42 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X O'LEARY ANICK LLC 4147440300 13400 BISHOPS LANE STE 120 BROOKFIELD WI 530056254 SCOTT MARR PRESIDENT 1.00 X X 0 0 0 DAVID STRELITZ VICE PRESIDENT 1.00 X X 0 0 0 KORINA HARMAN TREASURER 1.00 X X 0 0 0 KATHLEEN MEYER SECRETARY 1.00 X X 0 0 0 DOUGLAS BRODZIK DIRECTOR 1.00 X 0 0 0 JAMES DOBRINSKA DIRECTOR 1.00 X 0 0 0 DAVID LOBO DIRECTOR 1.00 X 0 0 0 DAN LOCOCO DIRECTOR 1.00 X 0 0 0 DEE MELLOR DIRECTOR 1.00 X 0 0 0 JOSEPH SCHWENKER DIRECTOR 1.00 X 0 0 0 JOSEPH SKOTARZAK DIRECTOR 1.00 X 0 0 0 LISA WHITMORE DIRECTOR 1.00 X 0 0 0 GUILLERMO BAENA DIRECTOR 1.00 X 0 0 0 MICHAEL DANTE DIRECTOR 1.00 X 0 0 0 CROCKER STEPHENSON DIRECTOR 1.00 X 0 0 0 NICHOLAS TOSI DIRECTOR 1.00 X 0 0 0 SONJA WILLIAMS DIRECTOR 1.00 X 0 0 0 TERRI DAVIS CHIEF EXECUTIVE OFFICER 40.00 X 147179 0 18036 JACLYN BORCHARDT DIRECTOR OF OPERATIONS 40.00 X 106961 0 4278 254140 0 22314 2 0 1 0 0 59803 152955 177044 1266488 99741 1656290 REHABILITATION SERVICES 624310 554857 554857 554857 119517 119517 3138407 3219441 -81034 -81034 -81034 19634 152955 27126 -7492 -7492 495116 356351 138765 138765 960 960 960 2381863 693622 0 31951 4600 4600 165511 128790 8496 28225 1631128 1269237 83734 278157 61547 47892 3159 10496 130016 101170 6674 22172 136497 106213 7007 23277 81370 81370 31715 31715 118580 101044 10576 6960 77379 33070 2594 41715 89993 78752 3510 7731 156408 140181 1600 14627 204074 171239 6253 26582 26311 23375 1618 1318 18468 7771 857 9840 262 220 7 35 16605 14073 954 1578 19623 16418 611 2594 LICENSES/PERMITS 2550 2265 157 128 8752 146 8582 24 2981389 2246456 259474 475459 294676 308120 406259 320758 64594 55264 91745 75782 2423 10737 146634 119912 37826 26722 5727255 4856430 124241 222277 21075 765476 6770094 6641566 82039 108535 0 752471 82039 861006 X 5325206 4357250 1362849 1423310 6688055 5780560 6770094 6641566 -599526 -307969 0 X 0 1 X 1 0 X 1633924 2241874 654796 1693831 1656290 7880715 1633924 2241874 654796 1693831 1656290 7880715 545537 7335178 193556 119517 313073 8193788 4178677 0.89520 0.90670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5851496 104907 -269481 576500 31715 5078707 5894591 111670 131151 251500 34416 5851496 5236546 1293220 600161 35014 5894591 6311503 254390 -143190 1150000 36157 5236546 5651483 515981 1032392 850000 38353 6311503 0.81492 0.18508 0.00000 0 0 13358 13358 0 133276 106554 26722 26722 CEMETERY PLOTS 21075 OPERATING LEASE RIGHT-OF-USE ASSET 736287 FINANCING LEASE RIGHT-OF-USE ASSETS 8114 765476 OPERATING LEASE LIABILITY 744252 FINANCING LEASE LIABILITY 8219 752471 2456763 -307969 58233 -31715 -281451 2738214 -356351 -356351 2381863 3364258 58233 356351 414584 2949674 31715 31715 2981389 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED TO SUPPORT THE ORGANIZATION'S MISSION. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT EXPENSES INCLUDED ON PART IX LINE 11F -31,715. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD INCLUDED ON PART VIII LINE 10B -356,351. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD INCLUDED ON PART VIII LINE 10B 356,351. DINING IN THE DARK 172589 152955 19634 27126 172589 152955 19634 27126 27126 -7492 X 0 0 0 0 0 0 0 0 0 TERRI DAVIS CHIEF EXECUTIVE OFFICER 147179 0 0 0 0 0 5838 0 12198 0 165215 0 0 0 X 1 99741 QUOTED STOCK PRICE 0 0 0 0 PART I, COLUMN (B): THE AMOUNT REPORTED IN COLUMN (B) IS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE MANAGEMENT OF VISION FORWARD ASSOCIATION, INCORPORATED REVIEWS ITS FORM 990. A COPY OF THE DRAFT 990 FORM IS E-MAILED TO THE BOARD OF DIRECTORS AND FINANCE COMMITTEE AND THEY THEN REVIEW IT AT THEIR DISCRETION. THE BOARD OF DIRECTORS AS WELL AS THE FINANCE COMMITTEE FORMALLY APPROVES THE DRAFT BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE HR PARTNER EXPLAINS THE CONFLICT OF INTEREST POLICY TO ALL NEW HIRES. ALL SUPERVISORS REVIEW THE POLICY WITH THEIR EMPLOYEES AS VARIOUS ISSUES ARISE THROUGHOUT THE YEAR. THE BOARD PRESIDENT DISCUSSES THE CONFLICT OF INTEREST POLICY WITH ALL NEWLY APPOINTED DIRECTORS AND IT IS DISCUSSED AT VARIOUS BOARD MEETINGS THROUGHOUT THE YEAR. ALL BOARD MEMBERS RECEIVE AND SIGN A CONFLICT OF INTEREST POLICY. A PDF COPY OF THE 990 IS SENT OUT TO ALL BOARD MEMBERS BEFORE FINALIZING THE RETURN, WITH A COPY OF THE VENDOR LIST TO VERIFY THAT THERE ARE NOT ANY RELATIONSHIPS OR CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE HR PARTNER REVIEWS AND PROVIDES A COMPENSATION REPORT FOR ALL POSITIONS AT VISION FORWARD ASSOCIATION, INCORPORATED. THE REPORT FOCUSES ON BASE SALARIES, BONUSES, PREREQUISITES AND BENEFITS. THE REPORT IS UTILIZED BY THE BOARD PRESIDENT AND/OR EXECUTIVE COMMITTEE TO DETERMINE THE CEO'S COMPENSATION AND THEN BY THE CEO TO SET THE COMPENSATION OF THE KEY EMPLOYEES OF THE ORGANIZATION. THIS PROCESS WAS COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 RELEASE OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE DETERMINED ON A CASE BY CASE BASIS BASED UPON FORMAL REQUESTS RECEIVED BY THE ORGANIZATION FOR ANY OR ALL DOCUMENTS. CERTAIN DOCUMENTS ARE POSTED ON OUR WEBSITE AND MAILED TO MAJOR FUNDERS OR REQUESTING PARTIES.