2025-11-24T14:03:46-06:00 2025-03-31 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR RD SUITE 302 MILWAUKEE WI 532263255 990 2024-04-01 390808506 VISION FORWARD ASSOCIATION INCORPORATED VISI 4146150100 912 HAWLEY RD MILWAUKEE WI 53213 JACLYN BORCHARDT CHIEF EXECUTIVE OFFICER 4146150100 2025-11-20 1 1 BRANDON PANKA P01596345 4142717800 2024 2025-03-06 01:10:19Z JACLYN BORCHARDT 912 HAWLEY RD MILWAUKEE WI 53213 5430101 0 X VISION-FORWARD.ORG X 1920 WI EMPOWER, EDUCATE, AND ENHANCE THE LIVES OF IDIVIDUALS IMPACTED BY VISION LOSS THROUGH ALL OF LIFE'S TRANSITIONS. 14 14 46 58 0 0 1642759 1704808 706904 798525 517964 341569 151809 127913 3019436 2972815 4350 5750 0 0 2201986 2343537 0 0 478484 862083 957137 3068419 3306424 -48983 -333609 6594985 5821257 744720 249951 5850265 5571306 X EMPOWER, EDUCATE, AND ENHANCE THE LIVES OF IDIVIDUALS IMPACTED BY VISION LOSS THROUGH ALL OF LIFE'S TRANSITIONS. 0 0 1194034 5750 431285 CHILDREN'S PROGRAM: VISION FORWARD SERVED 204 CHILDREN THIS PAST YEAR, MORE THAN DOUBLING OUR IMPACT IN JUST FIVE YEARS. SPECIALLY TRAINED STAFF WORK WITH BABIES, TODDLERS, CHILDREN AND THEIR FAMILIES TO HELP YOUNG LEARNERS USE THEIR REMAINING VISION AND TO COMPENSATE FOR THEIR LOSS OF VISION WITH THEIR OTHER SENSES. INSTRUCTION AND SUPPORT ARE PROVIDED BY TEACHERS OF THE VISUALLY IMPAIRED (TVIS) AND THERAPISTS, INCLUDING OCCUPATIONAL, PHYSICAL, SPEECH-LANGUAGE AND MUSIC THERAPY. ORIENTATION AND MOBILITY TRAINING HELPS CHILDREN LEARN TO MOVE THROUGH THEIR ENVIRONMENT SAFELY, INCLUDING USING A WHITE CANE AND NAVIGATING STAIRS. SCHOOL-AGE CHILDREN TAKE PART IN ACTIVITIES CENTERED AROUND BRAILLE, ADAPTED RECREATION, AND TECHNOLOGY TO HELP PREPARE THEM FOR ADULTHOOD. 1137378 367240 VISION REHABILITATION: ADULTS EXPERIENCING SUDDEN LOSS OF VISION OR DEALING WITH AN AGE-RELATED EYE DISEASE SUCH AS MACULAR DEGENERATION, GLAUCOMA OR DIABETIC RETINOPATHY ACCESS VISION FORWARD'S ADULT REHABILITATION SERVICES TO DEVELOP SKILLS AND ACCESS TOOLS THAT HELP COMPENSATE FOR VISUAL IMPAIRMENT OR BLINDNESS. TRAINING IS PROVIDED IN THE AREAS OF LOW VISION, DAILY LIVING (COOKING, CLEANING, ORGANIZATION), TECHNOLOGY, ORIENTATION, AND MOBILITY (SAFE TRAVEL AND USE OF THE WHITE CANE) AND BRAILLE. INDIVIDUAL AND GROUP SUPPORT IS COORDINATED BY OUR ON-STAFF SOCIAL WORKERS. LAST YEAR, VISION FORWARD'S ADULT REHABILITATION SERVICES PROVIDED TRAINING AND SUPPORT TO 1,070 ADULTS REFLECTING STEADY GROWTH IN OUR REACH AND IMPACT. THE ORGANIZATION HAD A 1,936 VOLUNTEER HOURS FOR THE 2024-25 FISCAL YEAR. 169566 142903 VISION FORWARD STORE: THE VISION FORWARD STORE OFFERS PERSONAL RECOMMENDATIONS AND SELLS ADAPTIVE PRODUCTS FOR INDIVIDUALS WHO HAVE EXPERIENCED PARTIAL OR COMPLETE VISION LOSS. PRODUCTS RANGE FROM SIMPLE TO HIGH-TECH AND INCLUDE MAGNIFIERS (BOTH STANDARD AND ELECTRONIC), TALKING DEVICES, ITEMS WITH LARGE PRINT OR HIGH CONTRAST, AND PRODUCTS THAT HAVE TACTILE FEATURES. THIS LAST YEAR 1,254 CUSTOMERS MADE PURCHASES THROUGH THE VISION FORWARD STORE EITHER IN-PERSON, BY PHONE OR ONLINE TO REMAIN INDEPENDENT, MAINTAIN THEIR HEALTH AND ENHANCE THEIR QUALITY OF LIFE. 13678 ENRICHMENT: ENRICHMENT ACTIVITIES ARE OFFERED TO PROVIDE RECREATION, PEER SUPPORT, AND COMMUNITY FOR PEOPLE LIVING WITH VISION LOSS. 13678 2514656 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 46 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 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 53005 CROCKER STEPHENSON PRESIDENT 4.00 X X 0 0 0 SHELBY ELIAS VICE PRESIDENT 2.00 X X 0 0 0 JEAN FREUCK TREASURER BEGINNING 1/1/25 2.00 X X 0 0 0 DAVID R STRETLITZ SECRETARY 2.00 X X 0 0 0 ANISIO COREIA DIRECTOR BEGINNING 1/1/25 1.00 X 0 0 0 JAMES D DOBRINSKA CLU CIC DIRECTOR 1.00 X 0 0 0 TYLER DONAHUE DIRECTOR 1.00 X 0 0 0 LISA KONKEL DIRECTOR BEGINNING 1/1/25 1.00 X 0 0 0 CJ LANGE DIRECTOR 1.00 X 0 0 0 DAN LOCOCO DIRECTOR 1.00 X 0 0 0 KEVIN MEYERS DIRECTOR BEGINNING 1/1/25 1.00 X 0 0 0 JOSEPH SKOTARZAK DIRECTOR 1.00 X 0 0 0 NICHOLAS H TOSI MD DIRECTOR 1.00 X 0 0 0 SONJA WILLIAMS DIRECTOR 1.00 X 0 0 0 DEE MELLOR VICE PRESIDENT THROUGH 12/31/24 1.00 X X 0 0 0 DOUGLAS BRODZIK DIRECTOR THROUGH 12/31/24 1.00 X 0 0 0 KORINA HARMAN TREAURER THROUGH 12/31/24 1.00 X X 0 0 0 MICHAEL DANTE DIRECTOR THROUGH 12/31/24 1.00 X 0 0 0 DAVID LOBO PRESIDENT THROUGH 12/31/24 1.00 X X 0 0 0 GUILLERMO BANA DIRECTOR THROUGH 12/31/24 1.00 X 0 0 0 JACLYN BORCHARDT CHIEF EXECUTIVE OFFICER 40.00 X 154385 0 6175 HEATHER HINSON OPTOMETRIST 40.00 X 139198 0 30073 293583 0 36248 2 0 1 0 0 53268 204271 11746 1435523 28098 1704808 REHABILITATION SERVICES 624310 798525 798525 798525 162265 162265 2177013 1997709 179304 179304 179304 21219 204271 36812 -15593 -15593 565668 422765 142903 142903 MISCELLANEOUS REVENUE 900099 603 603 603 2972815 941428 0 326579 5750 5750 162298 32460 81149 48689 1799551 1619406 17524 162621 65293 59053 760 5480 171558 139976 11251 20331 144837 120897 7681 16259 110960 110960 25616 25616 198142 65744 3917 128481 52640 20031 1494 31115 62204 46408 6805 8991 156558 129969 7148 19441 200755 163292 12891 24572 31189 28405 829 1955 8766 4650 770 3346 780 633 52 95 16113 12996 1331 1786 22273 18117 1430 2726 GRANT FUNDED EXPENSES 47973 47973 MISCELLANEOUS EXPENSES 20651 205 20446 MEMBERSHIP DUES 4263 546 1136 2581 LICENSES AND PERMITS 1257 1148 94 15 -3003 -3003 3306424 2514656 313284 478484 179723 37379 261300 266093 75957 112445 90611 89580 8177 30794 156124 135884 19046 20240 4764948 4917843 569420 210580 625803 136303 6594985 5821257 128926 114216 10000 615794 125735 744720 249951 X 4492315 4329897 1357950 1241409 5850265 5571306 6594985 5821257 -333609 54650 0 X X 0 1 X 1 0 X 654796 1693831 1656290 1642759 1704808 7352484 654796 1693831 1656290 1642759 1704808 7352484 1515744 5836740 0 193556 119517 142176 162265 617514 1927 960 19043 603 22533 7992531 5368574 0.73030 0.84110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5334368 219019 381827 824000 25616 5085598 5078707 17300 637902 369750 29791 5334368 5851496 104907 -269481 576500 31715 5078707 5894591 111670 131151 251500 34416 5851496 5236546 0 1293220 600161 35014 5894591 0.80903 0.19098 0.00000 0 0 82385 73572 8813 73739 62312 11427 20240 OPERATING LEASE LIABILITY 111081 FINANCE LEASE LIABILITY 14654 125735 X 3026445 54650 14000 68650 2957795 25616 -10596 15020 2972815 3305404 14000 10596 24596 3280808 25616 25616 3306424 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED EXEMPT-FUNCTION INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. THE ORGANIZATION DOES NOT CONSIDER ANY OF ITS SUPPORT AND REVENUES TO BE UNRELATED BUSINESS INCOME AND ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION HAS IMPLEMENTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH U.S. GAAP. THIS STANDARD PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNIZING, INTEREST, PENALTIES AND DISCLOSURES REQUIRED. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX LIABILITIES IN INCOME TAX EXPENSE. IN MANAGEMENT'S OPINION, THE ORGANIZATION HAS NOT TAKEN ANY UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, HAS NOT REPORTED A CORRESPONDING LIABILITY IN THE ORGANIZATION'S FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: OTHER COST OF GOODS SOLD EXPENSES -2,887. DIRECT FUNDRAISING EVENT EXPENSES -7,709. PART XII, LINE 2D - OTHER ADJUSTMENTS: OTHER COST OF GOODS SOLD EXPENSES 2,887. DIRECT FUNDRAISING EVENT EXPENSES 7,709. DINING IN THE DARK 225490 204271 21219 4690 28613 3509 225490 204271 21219 4690 28613 3509 36812 -15593 0 SCHOLARSHIPS 5 5750 0 0 0 0 0 0 0 0 0 HEATHER HINSON OPTOMETRIST 139198 0 0 0 0 0 6117 0 23956 0 169271 0 0 0 JACLYN BORCHARDT CHIEF EXECUTIVE OFFICER 154385 0 0 0 0 0 6175 0 0 0 160560 0 0 0 X 3 21836 FAIR MARKET VALUE X CONSIGNMENT GOODS 5 6262 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE MANAGEMENT OF VISION FORWARD ASSOCIATION INCORPORATED REVIEWS THE FORM 990 PRIOR TO FILING. A DRAFT COPY IS EMAILED TO THE BOARD OF DIRECTORS AND THE FINANCE COMMITTEE FOR THEIR REVIEW. BOTH THE BOARD AND THE FINANCE COMMITTEE FORMALLY APPROVE THE DRAFT BEFORE IT IS SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C THE HR PARTNER EXPLAINS THE CONFLICT OF INTEREST POLICY TO ALL NEW HIRES. SUPERVISORS REVIEW THE POLICY WITH EMPLOYEES AS RELEVANT SITUATIONS ARISE THROUGHOUT THE YEAR. THE BOARD PRESIDENT REVIEWS THE POLICY WITH ALL NEWLY APPOINTED DIRECTORS, AND IT IS DISCUSSED AT VARIOUS BOARD MEETINGS DURING THE YEAR. ALL BOARD MEMBERS RECEIVE AND SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. PRIOR TO FINALIZING THE FORM 990, A PDF COPY OF THE RETURN AND A VENDOR LIST ARE SHARED WITH THE BOARD TO HELP IDENTIFY ANY POTENTIAL RELATIONSHIPS OR CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE HR PARTNER PREPARES A COMPENSATION REPORT FOR ALL POSITIONS AT VISION FORWARD ASSOCIATION, INCORPORATED. THIS REPORT INCLUDES DATA ON BASE SALARIES, BONUSES, PERQUISITES, AND BENEFITS, USING COMPARABILITY INFORMATION. THE REPORT IS REVIEWED BY THE BOARD PRESIDENT AND/OR EXECUTIVE COMMITTEE TO DETERMINE THE CEO'S COMPENSATION. THE CEO THEN USES THE REPORT TO ESTABLISH COMPENSATION FOR OTHER KEY EMPLOYEES OF THE ORGANIZATION. THIS PROCESS WAS COMPLETED IN 2022 AND IS REVIEWED ANNUALLY BY THE BOARD PRESIDENT AND/OR EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE RELEASE OF GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS IS DETERMINED ON A CASE-BY-CASE BASIS IN RESPONSE TO FORMAL REQUESTS SUBMITTED TO THE ORGANIZATION. CERTAIN DOCUMENTS ARE ALSO POSTED ON THE ORGANIZATION'S WEBSITE AND MAY BE MAILED TO MAJOR FUNDERS OR OTHER REQUESTING PARTIES. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.