2026-09-14T13:16:12-05:00 2026-03-31 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR RD SUITE 302 MILWAUKEE WI 532263255 990 2025-04-01 390808506 VISION FORWARD ASSOCIATION INCORPORATED VISI 4146150121 10150 W NATIONAL AVE 100 WEST ALLIS WI 53227 JACLYN BORCHARDT CHIEF EXECUTIVE OFFICER 4146150121 2026-09-11 1 BRANDON PANKA P01596345 4142717800 2026-09-11 2025 X JACLYN BORCHARDT 10150 W NATIONAL AVE 100 WEST ALLIS WI 53227 7888634 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. 16 16 42 37 0 0 1704808 3370983 798525 722123 341569 386788 127913 130143 2972815 4610037 5750 5000 0 0 2343537 2469804 0 186715 848228 957137 1153451 3306424 3814970 -333609 795067 5821257 10298065 249951 3773848 5571306 6524217 X EMPOWER, EDUCATE, AND ENHANCE THE LIVES OF IDIVIDUALS IMPACTED BY VISION LOSS THROUGH ALL OF LIFE'S TRANSITIONS. 0 0 1135667 5000 336231 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. 1293663 385892 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. 199605 129654 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. 17775 ENRICHMENT: ENRICHMENT ACTIVITIES ARE OFFERED TO PROVIDE RECREATION, PEER SUPPORT, AND COMMUNITY FOR PEOPLE LIVING WITH VISION LOSS. 17775 2646710 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 17 0 1 42 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 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 1.25 X X 0 0 0 SHELBY ELIAS VICE PRESIDENT 0.50 X X 0 0 0 JEAN FREUCK TREASURER 0.50 X X 0 0 0 DAVID R STRETLITZ SECRETARY 0.50 X X 0 0 0 ANISIO COREIA DIRECTOR 0.50 X 0 0 0 JAMES D DOBRINSKA CLU CIC DIRECTOR 0.50 X 0 0 0 TYLER DONAHUE DIRECTOR 0.50 X 0 0 0 PEDRO A GUERRERO DIRECTOR AS OF JANUARY 2026 0.50 X 0 0 0 KAREN PECK KATZ DIRECTOR AS OF JANUARY 2026 0.50 X 0 0 0 LISA KONKEL DIRECTOR 0.50 X 0 0 0 KEVIN MEYERS DIRECTOR 0.50 X 0 0 0 JOSEPH SKOTARZAK DIRECTOR 0.50 X 0 0 0 NICHOLAS H TOSI MD DIRECTOR 0.50 X 0 0 0 MARY VAN VOLKINBURG DIRECTOR AS OF JANUARY 2026 0.50 X 0 0 0 SONJA WILLIAMS DIRECTOR 0.50 X 0 0 0 SANDI SIEGEL DIRECTOR AS OF JANUARY 2026 0.50 X 0 0 0 CJ LANGE DIRECTOR THROUGH OCTOBER 2025 0.50 X 0 0 0 DAN LOCOCO DIRECTOR THROUGH DECEMBER 2025 0.50 X 0 0 0 JACLYN BORCHARDT CHIEF EXECUTIVE OFFICER 40.00 X 156000 0 6240 HEATHER HINSON OPTOMETRIST 40.00 X 137599 0 35170 293599 0 41410 2 0 1 0 AMPLIFY PARTNERS LLC 2901 CLINT MOORE RD 2-421 BOCA RATON FL 33496 FUNDRAISING CONSULTING 171806 1 47380 106419 3217184 202386 3370983 REHABILITATION SERVICES 624310 722123 722123 722123 139259 139259 3184727 2937198 247529 247529 247529 471053 341399 129654 129654 MISCELLANEOUS REVENUE 900099 489 489 489 4610037 851777 0 387277 5000 5000 162240 32448 56784 73008 1829130 1538690 66034 224406 67354 56424 2091 8839 264818 226091 11601 27126 146262 114867 8428 22967 2548 2548 104550 104550 186715 186715 24792 24792 149872 91879 5899 52094 128459 24181 1703 102575 117130 72052 17918 27160 227144 146555 3630 76959 217822 186127 8520 23175 30762 28919 315 1528 16296 8787 1632 5877 6017 1682 78 4257 54877 45945 3040 5892 26298 22618 1050 2630 GRANT FUNDED EXPENSES 43232 43232 MEMBERSHIP DUES 2085 155 1507 423 LICENSES AND PERMITS 1197 1058 90 49 MISCELLANEOUS EXPENSES 370 370 3814970 2646710 320032 848228 37379 176518 266093 769939 112445 110215 89580 80870 30794 2372 1053204 113749 20240 939455 4917843 4668695 210580 285861 136303 3264140 5821257 10298065 114216 162443 10000 84504 200000 125735 3326901 249951 3773848 X 4329897 4788826 1241409 1735391 5571306 6524217 5821257 10298065 795067 157844 0 X X 0 1 X 1 0 X 1693831 1656290 1642759 1704808 3370983 10068671 1693831 1656290 1642759 1704808 3370983 10068671 1836875 8231796 193556 119517 142176 162265 139259 756773 1927 960 19043 603 489 23022 10848466 5913445 0.75880 0.73030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5085598 645100 727375 1478725 24792 4954556 5334368 219019 381827 824000 25616 5085598 5078707 17300 637902 369750 29791 5334368 5851496 104907 -269481 576500 31715 5078707 5894591 111670 131151 251500 34416 5851496 0.80397 0.19603 0.00000 0 0 979465 43819 935646 73739 69930 3809 939455 CEMENTERY PLOTS 21075 OPERATING LEASE RIGHT-OF-USE ASSET 3233044 FINANCE LEASE RIGHT-OF-USE ASSET 10021 3264140 OPERATING LEASE LIABILITY 3289563 FINANCE LEASE LIABILITY 10613 REFUNDABLE ADVANCE 26725 3326901 X 4756391 157844 11565 169409 4586982 24792 -1737 23055 4610037 3803480 11565 1737 13302 3790178 24792 24792 3814970 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 -1,737. PART XII, LINE 2D - OTHER ADJUSTMENTS: OTHER COST OF GOODS SOLD EXPENSES 1,737. X X X X X X X 1 AMPLIFY PARTNERS LLC 2901 CLINT MOORE RD 2-421 BOCA RATON FL 33496 FUNDRAISING CONSULTING 0 0 186715 0 186715 WI DINING IN THE DARK SCHEDULE G, PART I, LINE 2B, COLUMN (V) AMPLIFY PARTNERS WAS ENGAGED TO PROVIDE COMPREHENSIVE FUNDRAISING CONSULTING SERVICES TO SUPPORT VISION FORWARD'S MULTI-YEAR COMPREHENSIVE CAMPAIGN, INCLUDING CAMPAIGN FEASIBILITY AND PLANNING, FUNDRAISING STRATEGY, PROSPECT RESEARCH, DEVELOPMENT OF THE CASE FOR SUPPORT AND DONOR MATERIALS, AND ESTABLISHMENT OF CAMPAIGN GOALS AND BENCHMARKS. THE AGREEMENT ALSO INCLUDED ONGOING STRATEGIC COUNSEL, BOARD AND VOLUNTEER FUNDRAISING TRAINING, SOLICITATION PLANNING, CAMPAIGN EXECUTION, PROGRESS EVALUATION, AND RECOMMENDATIONS FOR NEXT STEPS. 0 SCHOLARSHIPS 4 5000 0 0 0 0 0 0 0 0 0 HEATHER HINSON OPTOMETRIST 137599 0 0 0 0 0 6292 0 28878 0 172769 0 0 0 JACLYN BORCHARDT CHIEF EXECUTIVE OFFICER 156000 0 0 0 0 0 6240 0 0 0 162240 0 0 0 X 3 199149 FAIR MARKET VALUE X CONSIGNMENT GOODS 1 3237 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.