Nonprofit · EIN 39-0808506
VISION FORWARD ASSOCIATION INCORPORATED
Tax-exempt · WEST ALLIS, WI 53227
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990 | $4,610,037 | $3,814,970 | $795,067 | $10,298,065 | $3,773,848 | $6,524,217 |
| March 31, 2025 | 990 | $2,972,815 | $3,306,424 | -$333,609 | $5,821,257 | $249,951 | $5,571,306 |
| March 31, 2024 | 990 | $3,019,436 | $3,068,419 | -$48,983 | $6,594,985 | $744,720 | $5,850,265 |
Financial details: 990 for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $3,370,983
- of which government grants
- $106,419
- Program service revenue
- $722,123
- Investment income
- $386,788
- Net gain from sales of assets
- $247,529
- Net income from sales of inventory
- $129,654
- Other revenue
- $130,143
Expenses
- Grants and similar amounts paid
- $5,000
- Compensation of officers, directors and key employees
- $162,240
- Other salaries and wages
- $1,829,130
- Salaries, compensation and benefits (total)
- $2,469,804
- Professional fundraising fees
- $186,715
- Legal fees
- $2,548
- Accounting fees
- $104,550
- Occupancy
- $217,822
- Travel
- $30,762
- Depreciation
- $54,877
- Program services (functional)
- $2,646,710
- Management and general (functional)
- $320,032
- Fundraising (functional)
- $848,228
Balance sheet and other
- Total assets, start of year
- $5,821,257
- Total assets, end of year
- $10,298,065
- Total liabilities, end of year
- $3,773,848
- Net assets, end of year
- $6,524,217
- Land, buildings and equipment
- $939,455
- Publicly traded securities
- $4,668,695
- Net assets without donor restrictions
- $4,788,826
- Net assets with donor restrictions
- $1,735,391
- Gross receipts
- $7,888,634
- Employees
- 42
- Volunteers
- 37
- Year formed
- 1920
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HEATHER HINSON | OPTOMETRIST Highest-paid employee | 40 | $137,599 | $35,170 |
| JACLYN BORCHARDT | CHIEF EXECUTIVE OFFICER Officer | 40 | $156,000 | $6,240 |
| CROCKER STEPHENSON | PRESIDENT Trustee or director, Officer | 1.25 | $0 | $0 |
| SHELBY ELIAS | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| JEAN FREUCK | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| DAVID R STRETLITZ | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| ANISIO COREIA | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JAMES D DOBRINSKA CLU CIC | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| TYLER DONAHUE | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| PEDRO A GUERRERO | DIRECTOR AS OF JANUARY 2026 Trustee or director | 0.5 | $0 | $0 |
| KAREN PECK KATZ | DIRECTOR AS OF JANUARY 2026 Trustee or director | 0.5 | $0 | $0 |
| LISA KONKEL | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| KEVIN MEYERS | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JOSEPH SKOTARZAK | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| NICHOLAS H TOSI MD | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY VAN VOLKINBURG | DIRECTOR AS OF JANUARY 2026 Trustee or director | 0.5 | $0 |
| SONJA WILLIAMS | DIRECTOR Trustee or director | 0.5 | $0 |
| SANDI SIEGEL | DIRECTOR AS OF JANUARY 2026 Trustee or director | 0.5 | $0 |
| CJ LANGE | DIRECTOR THROUGH OCTOBER 2025 Trustee or director | 0.5 | $0 |
| DAN LOCOCO | DIRECTOR THROUGH DECEMBER 2025 Trustee or director | 0.5 | $0 |
990 for the year ended March 31, 2025: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HEATHER HINSON | OPTOMETRIST Highest-paid employee | 40 | $139,198 | $30,073 |
| JACLYN BORCHARDT | CHIEF EXECUTIVE OFFICER Officer | 40 | $154,385 | $6,175 |
| CROCKER STEPHENSON | PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| SHELBY ELIAS | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| JEAN FREUCK | TREASURER BEGINNING 1/1/25 Trustee or director, Officer | 2 | $0 | $0 |
| DAVID R STRETLITZ | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ANISIO COREIA | DIRECTOR BEGINNING 1/1/25 Trustee or director | 1 | $0 | $0 |
| JAMES D DOBRINSKA CLU CIC | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TYLER DONAHUE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LISA KONKEL | DIRECTOR BEGINNING 1/1/25 Trustee or director | 1 | $0 | $0 |
| CJ LANGE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAN LOCOCO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEVIN MEYERS | DIRECTOR BEGINNING 1/1/25 Trustee or director | 1 | $0 | $0 |
| JOSEPH SKOTARZAK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NICHOLAS H TOSI MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SONJA WILLIAMS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEE MELLOR | VICE PRESIDENT THROUGH 12/31/24 Trustee or director, Officer | 1 | $0 | $0 |
| DOUGLAS BRODZIK | DIRECTOR THROUGH 12/31/24 Trustee or director | 1 | $0 | $0 |
| KORINA HARMAN | TREAURER THROUGH 12/31/24 Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL DANTE | DIRECTOR THROUGH 12/31/24 Trustee or director | 1 | $0 | $0 |
| DAVID LOBO | PRESIDENT THROUGH 12/31/24 Trustee or director, Officer | 1 | $0 | $0 |
| GUILLERMO BANA | DIRECTOR THROUGH 12/31/24 Trustee or director | 1 | $0 | $0 |
990 for the year ended March 31, 2024: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JACLYN BORCHARDT | CHIEF EXECUTIVE OFFICER Officer | 40 | $138,455 | $5,538 |
| DAVID LOBO | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| DEE MELLOR | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| DAVID STRELITZ | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| KORINA HARMAN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| SCOTT MARR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DOUGLAS BRODZIK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMES DOBRINSKA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHLEEN MEYER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAN LOCOCO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSEPH SCHWENKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSEPH SKOTARZAK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GUILLERMO BAENA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL DANTE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CROCKER STEPHENSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NICHOLAS TOSI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SONJA WILLIAMS | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 10150 W NATIONAL AVE STE 100, WEST ALLIS, WI 53227-2160
- In care of
- % JACLYN BORCHARDT
- Principal officer (990 for 2025)
- JACLYN BORCHARDT, 10150 W NATIONAL AVE 100, WEST ALLIS, WI 53227
- Signed the 990
- JACLYN BORCHARDT, CHIEF EXECUTIVE OFFICER
- Phone
- (414) 615-0121
- Website
- VISION-FORWARD.ORG
- Return prepared by
- REILLY PENNER & BENTON LLP
Mission
EMPOWER, EDUCATE, AND ENHANCE THE LIVES OF IDIVIDUALS IMPACTED BY VISION LOSS THROUGH ALL OF LIFE'S TRANSITIONS.
Program accomplishments
- 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.Expenses $1,135,667 · grants $5,000 · revenue $336,231
- 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.Expenses $1,293,663 · revenue $385,892
- 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.Expenses $199,605 · revenue $129,654
- ENRICHMENT: ENRICHMENT ACTIVITIES ARE OFFERED TO PROVIDE RECREATION, PEER SUPPORT, AND COMMUNITY FOR PEOPLE LIVING WITH VISION LOSS.Expenses $17,775
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990 on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 39-0808506
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1951
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Voluntary health associations and medical disciplines (G41Z)
- Assets (IRS master file)
- $10,298,065
- Income (IRS master file)
- $7,888,634
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2026 | $4,610,037 | $3,814,970 | $10,298,065 | XML |
| 990 | March 2025 | $2,972,815 | $3,306,424 | $5,821,257 | XML |
| 990 | March 2024 | $3,019,436 | $3,068,419 | $6,594,985 | XML |
| 990 | March 2023 | $2,381,863 | $2,981,389 | $6,641,566 | IRS |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-0808506).
Questions about VISION FORWARD ASSOCIATION INCORPORATED
- What is the EIN of VISION FORWARD ASSOCIATION INCORPORATED?
- The employer identification number (EIN) of VISION FORWARD ASSOCIATION INCORPORATED is 39-0808506.
- Is VISION FORWARD ASSOCIATION INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
- Are donations to VISION FORWARD ASSOCIATION INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does VISION FORWARD ASSOCIATION INCORPORATED file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of VISION FORWARD ASSOCIATION INCORPORATED due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did VISION FORWARD ASSOCIATION INCORPORATED last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2026.
- Who is the principal officer of VISION FORWARD ASSOCIATION INCORPORATED?
- The 990 for the year ended March 31, 2026 names JACLYN BORCHARDT.
- Who are the officers and directors of VISION FORWARD ASSOCIATION INCORPORATED?
- The 990 for the year ended March 31, 2026 lists 20 people; 2 received compensation from the organization, the highest $137,599 (HEATHER HINSON, OPTOMETRIST).
- How much revenue does VISION FORWARD ASSOCIATION INCORPORATED have?
- On its 990 for the year ended March 31, 2026 it reported revenue of $4,610,037, expenses of $3,814,970 and total assets of $10,298,065 at year end.
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All nonprofits in WEST ALLIS · Wisconsin · Voluntary health associations and medical disciplines