Nonprofit · EIN 83-4465214
FORWARD HORIZONS INC
Also known as FORWARD HORIZONS
Tax-exempt · ASHLAND, WI 54806
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $506,636 | $499,947 | $6,689 | $189,181 | $29,811 | $159,370 |
| December 31, 2024 | 990 | $413,469 | $402,167 | $11,302 | $200,875 | $37,218 | $163,657 |
| December 31, 2023 | 990 | $408,863 | $316,655 | $92,208 | $183,856 | $31,501 | $152,355 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $13,675
- Program service revenue
- $493,470
- Investment income
- -$2,000
- Net gain from sales of assets
- -$2,000
- Other revenue
- $1,491
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $358,011
- Salaries, compensation and benefits (total)
- $388,897
- Professional fundraising fees
- $0
- Legal fees
- $360
- Accounting fees
- $4,266
- Occupancy
- $12,446
- Depreciation
- $24,978
- Program services (functional)
- $499,947
Balance sheet and other
- Total assets, start of year
- $200,875
- Total assets, end of year
- $189,181
- Total liabilities, end of year
- $29,811
- Net assets, end of year
- $159,370
- Land, buildings and equipment
- $84,260
- Net assets without donor restrictions
- $159,370
- Gross receipts
- $508,636
- Employees
- 32
- Year formed
- 2020
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LORI HANSON | BOARD MEMBER Trustee or director | 1 | $0 |
| TOM MITCHELL | BOARD MEMBER Trustee or director | 1 | $0 |
| GLORIA SUMINSKI | BOARD MEMBER Trustee or director | 1 | $0 |
| PETE HERLEVI | TREASURER Officer | 1 | $0 |
| STEWART HOLMAN | PRESIDENT Officer | 1 | $0 |
| MICHELLE LAMPSON | SECRETARY Officer | 1 | $0 |
| KATHERINE MARTIN | VICE PRESIDE Officer | 1 | $0 |
990 for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LORI HANSON | BOARD MEMBER Trustee or director | 1 | $0 |
| TOM MITCHELL | BOARD MEMBER Trustee or director | 1 | $0 |
| GLORIA SUMINSKI | BOARD MEMBER Trustee or director | 1 | $0 |
| PETE HERLEVI | TREASURER Officer | 1 | $0 |
| STEWART HOLMAN | PRESIDENT Officer | 1 | $0 |
| MICHELLE LAMPSON | SECRETARY Officer | 1 | $0 |
| KATHERINE MARTIN | VICE PRESIDE Officer | 1 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LORI HANSON | BOARD MEMBER Trustee or director | 1 | $0 |
| TOM MITCHELL | BOARD MEMBER Trustee or director | 1 | $0 |
| GLORIA SUMINSKI | BOARD MEMBER Trustee or director | 1 | $0 |
| JULIA VEENENDAAL | BOARD MEMBER Trustee or director | 1 | $0 |
| PETE HERLEVI | TREASURER Officer | 1 | $0 |
| STEWART HOLMAN | PRESIDENT Officer | 1 | $0 |
| MICHELLE LAMPSON | SECRETARY Officer | 1 | $0 |
| KATHERINE MARTIN | VICE PRESIDE Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 422 3RD ST W STE 114, ASHLAND, WI 54806-1573
- In care of
- % HAYLEY J WEYERS
- Mailing address (990-N for 2019)
- PO Box 466, Ashland WI 54806
- Principal officer (990 for 2025)
- PETE HERLEVI, 422 3RD STREET WEST 109, ASHLAND, WI 54806
- Principal officer (990-N for 2019)
- Deanna Yost, 509 13TH AVE E, ASHLAND WI 54806
- Signed the 990
- PETE HERLEVI, TREASURER
- Phone
- (715) 685-1222
- Return prepared by
- EHLERS & PIERCE CPAS INC
Mission
TO SUPPORT THOSE WITH DISABILITIES.
Program accomplishments
- SUPPORTED HOME SERVICES, DAY SERVICES, TRANSPORTATION, EXERCISE AND FITNESS FOR PEOPLE WITH DISABILITIES IN THE ASHLAND AND BAYFIELD COUNTY.Expenses $499,947 · revenue $493,470
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 83-4465214
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $189,181
- Income (IRS master file)
- $508,636
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $506,636 | $499,947 | $189,181 | XML |
| 990 | December 2024 | $413,469 | $402,167 | $200,875 | XML |
| 990 | December 2023 | $408,863 | $316,655 | $183,856 | XML |
| 990 | December 2022 | $268,850 | $217,213 | $69,202 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-N for 2019 Officer: Deanna Yost | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
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 83-4465214).
Questions about FORWARD HORIZONS INC
- What is the EIN of FORWARD HORIZONS INC?
- The employer identification number (EIN) of FORWARD HORIZONS INC is 83-4465214.
- Is FORWARD HORIZONS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to FORWARD HORIZONS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FORWARD HORIZONS INC 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 FORWARD HORIZONS INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FORWARD HORIZONS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of FORWARD HORIZONS INC?
- The 990 for the year ended December 31, 2025 names PETE HERLEVI.
- Who are the officers and directors of FORWARD HORIZONS INC?
- The 990 for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does FORWARD HORIZONS INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $506,636, expenses of $499,947 and total assets of $189,181 at year end.
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