Civic Intelligence

Vision Forward Association Foundation Inc

990 • Fiscal year 2017 • EIN 39-2040359

Apr 01, 2016 to Mar 31, 2017 • Filed on Jun 30, 2017

Organization Profilewww.vision-forward.org
912 North Hawley RoadMilwaukee, WI 53213-3292

(414) 615-0100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

29th percentile

0.04x

Higher debt load relative to assets than 29% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

49th percentile

0.16x

Higher debt load relative to revenue than 49% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

8th percentile

-36%

Higher net margin than 8% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

13th percentile

-6.2%

Faster asset growth than 13% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

40th percentile

1.5%

Faster revenue growth than 40% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$6,559,352

Down $432,448 (-6.2%) from 2016

Net Assets

Down

$6,298,960

Down $395,141 (-5.9%) from 2016

Liabilities

Down

$260,392

Down $37,307 (-13%) from 2016

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin8th percentile

Revenue

Up

$1,629,033

Up $23,370 (+1.5%) from 2016

Expenses

Down

$2,209,431

Down $198,952 (-8.3%) from 2016

Net Income

Up

-$580,398

Up $222,322 (+28%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $8,298,027Liabilities 2011: $278,763Net Assets 2011: $8,019,2642011Assets 2012: $9,478,508Liabilities 2012: $621,221Net Assets 2012: $8,857,2872012Assets 2013: $9,254,950Liabilities 2013: $564,309Net Assets 2013: $8,690,6412013Assets 2014: $8,440,614Liabilities 2014: $439,381Net Assets 2014: $8,001,2332014Assets 2015: $8,245,604Liabilities 2015: $396,561Net Assets 2015: $7,849,0432015Assets 2016: $6,991,800Liabilities 2016: $297,699Net Assets 2016: $6,694,1012016Assets 2017: $6,559,352Liabilities 2017: $260,392Net Assets 2017: $6,298,9602017Assets 2018: $6,418,308Liabilities 2018: $586,203Net Assets 2018: $5,832,1052018Assets 2019: $6,838,621Liabilities 2019: $198,836Net Assets 2019: $6,639,7852019Assets 2020: $5,681,006Liabilities 2020: $161,921Net Assets 2020: $5,519,0852020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2017

Assets$6,559,352
Liabilities$260,392
Net Assets$6,298,960
Open 2017 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2011: $1,803,5502011Revenue 2012: $3,978,222Expenses 2012: $3,232,702Net Income 2012: $745,5202012Revenue 2013: $2,171,649Expenses 2013: $2,213,209Net Income 2013: -$41,5602013Revenue 2014: $1,683,581Expenses 2014: $2,640,950Net Income 2014: -$957,3692014Revenue 2015: $2,546,368Expenses 2015: $2,625,538Net Income 2015: -$79,1702015Revenue 2016: $1,605,663Expenses 2016: $2,408,383Net Income 2016: -$802,7202016Revenue 2017: $1,629,033Expenses 2017: $2,209,431Net Income 2017: -$580,3982017Revenue 2018: $1,663,727Expenses 2018: $2,179,782Net Income 2018: -$516,0552018Revenue 2019: $2,580,740Expenses 2019: $1,805,281Net Income 2019: $775,4592019Revenue 2020: $1,996,881Expenses 2020: $2,679,108Net Income 2020: -$682,2272020Revenue 2021: $1,753,181Expenses 2021: $305,158Net Income 2021: $1,448,0232021

Highlighted filing

2017

Revenue$1,629,033
Expenses$2,209,431
Net Income-$580,398
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Jun 30, 2017
Return Version
2016v3.0
Gross Receipts
$4,085,939
Mission and Program Overview

Mission

The mission of the vision forward association foundation is to serve as a vehicle for raising and managing funding used to support programs that serve and benefit individuals dealing with blindness or vision impairment and their families.

To serve as a vehicle for raising and managing funding used to support programs that serve and benefit individuals dealing with blindness or vision impairment and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,903,849$4,070,947▼ $832,902
Other Notes and Loans Receivable, Net$1,147,078$1,207,988▲ $60,910
Pledges and Grants Receivable$838,787$1,072,923▲ $234,136
Savings and Temporary Cash Investments$101,086$207,494▲ $106,408
Prepaid Expenses and Deferred Charges$1,000$0▼ $1,000
Total Assets$6,991,800$6,559,352▼ $432,448
Liabilities
Accounts Payable and Accrued Expenses$297,699$260,392▼ $37,307
Total Liabilities$297,699$260,392▼ $37,307
Net Assets / Fund Balance
Unrestricted Net Assets$4,908,517$4,261,655▼ $646,862
Temporarily Rstr Net Assets$870,612$1,097,333▲ $226,721
Permanently Rstr Net Assets$914,972$939,972▲ $25,000
Total Net Assets Fund Balance$6,694,101$6,298,960▼ $395,141
Total Liabilities and Net Assets / Fund Balance$6,991,800$6,559,352▼ $432,448

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$4,970,434$89,387▲ $394,496$1,250,000$4,177,484
2016$6,481,161$95,013▼ $126,493$1,445,013$4,970,434
2015$7,304,430$240,160▲ $386,276$1,408,000$6,481,161
2014$7,992,513$75,947▲ $832,995$1,558,202$7,304,430
2013$7,753,183$682,842▲ $684,408$1,076,909$7,992,513
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
Terri DavisExecutive Director$137,600$137,600
Matt LemkeFinance Director$90,800$90,800

Board Members and Trustees

NameTitle
David R StrelitzPresident
James D DobrinskaVice President
Jill MargetBoard Member
John MarekBoard Member
Joseph N SkotarzakBoard Member
Kathleen MeyerBoard Member
Katie KasperBoard Member
Korina HarmanBoard Member
MICHAEL O'KEEFEBoard Member
Terence a LynchBoard Member
Kathleen BrockmanSecretary
Erich SchwenkerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,358,735
Program Service Revenue
$0
Investment Income
$270,298
Other Revenue
$0
All Other Contributions
$1,324,735
Change in Net Assets
$-580,398
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,855,412
Other Expenses$354,019
Total Fundraising Expense$354,019
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,855,412--$1,855,412
Fees for Service Investment Mgmnt Fees--$27,177$27,177
Office Expenses--$22,191$22,191
Occupancy--$12,501$12,501
Fees for Services Other--$11,274$11,274
Information Technology--$7,974$7,974
Fees for Services Accounting--$2,387$2,387
Advertising--$1,705$1,705
Fees for Services Legal--$1,165$1,165
Other Expenses--$312$312
Conferences and Meetings--$205$205
Travel--$128$128
Total Functional Expenses$1,855,412$0$354,019$2,209,431
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Vision Forward Association IncorporatedMilwaukee, WI501(c)3Operating Expenses$1,855,412
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“Classes of members: per article v of the articles of incorporation, the sole member of the corporation shall be vision forward association, incorporated. The sole member shall have the right to vote and such additional rights and powers as shall be set forth in the by-laws of the corporation or conferred upon voting members of nonstock corporations under the law.”

Form 990, Part VI, Section A, line 7A

“See line 6 explanation above”

Form 990, Part VI, Section A, line 7B

“Decisions of governing body subject to approval by member decisions made by the vision forward association foundation board of directors are subject to the review and approval of the member's board of directors.”

Form 990, Part VI, Section B, line 11B

“Review of form 990: a copy of the 990 form is either mailed or e-mailed to the voting members of the board of directors and they then review it at their discretion. No formal review of the form 990 with the voting board members is conducted by the organization.”

Form 990, Part VI, Section B, line 12C

“Conflict of interest policy: the conflict of interest policy is shared and signed by all board members at the beginning of the calendar 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.”

Form 990, Part VI, Section C, line 19

“Governing/conflict of interest documents available to the public: release of these documents is determined on a case-by-case basis based upon formal requests received by the organization for any or all documents.”

Filing and Contact Details

Filer

Filer Name
Vision Forward Association
EIN
39-2040359
Phone
4146150100
Address
912 North Hawley Road, Milwaukee, WI 53213-3292

Signing Officer

Name
Terri Davis
Title
Executive Director
Phone
4146150100
Signed
2017-06-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Terri Davis
Formed
2001
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
96

Preparer

Firm
Sva Certified Public Accts Sc
Address
1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717
Preparer
Douglas Berry
Phone
6088318181
Supplemental Narrative

Financial Statement Notes

Form 990 Schedule D Part V Line 4

“Use of endowment funds: the organization uses its endowment funds to support the general operations of the organization.”

Raw XML AppendixShowing 400 of 532 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0297699
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0260392
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SERVE AS A VEHICLE FOR RAISING AND MANAGING FUNDING USED TO SUPPORT PROGRAMS THAT SERVE AND BENEFIT INDIVIDUALS DEALING WITH BLINDNESS OR VISION IMPAIRMENT AND THEIR FAMILIES.
IRS990/AdvertisingGrp/FundraisingAmt01705
IRS990/AdvertisingGrp/TotalAmt01705
IRS990/AllOtherContributionsAmt01324735
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MATT LEMKE
IRS990/BooksInCareOfDetail/PhoneNum04146150100
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0912 N HAWLEY ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0MILWAUKEE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0532133292
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt0205
IRS990/ConferencesMeetingsGrp/TotalAmt0205
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01358735
IRS990/CYGrantsAndSimilarPaidAmt01855412
IRS990/CYInvestmentIncomeAmt0270298
IRS990/CYOtherExpensesAmt0354019
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-580398
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02209431
IRS990/CYTotalFundraisingExpenseAmt0354019
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01629033
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0FIDUCIARY RESPONSIBILITY: The Foundation seeks out, protects, and manages the cumulative fund-raising assets that it has acquired over the years to be used to support programs that serve and benefit individuals dealing with blindness or vision impairment and their families. These funds, which primarily consist of reserves acquired through donations and planned gifts, are held in trust by the Vision Forward Association Foundation.ASSURANCE OF CONTINUING MISSION: Projections are that the population of people with vision loss in Southeastern Wisconsin will triple over the next 25 years. The Foundation was set up to ensure adequate resources to sustain current programming that serves and benefits individuals dealing with blindness or vision impairment and their families and to support future efforts to expand programs to meet the increasing demand for services in Southeastern Wisconsin.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01855412
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FederatedCampaignsAmt034000
IRS990/FeesForServicesAccountingGrp/FundraisingAmt02387
IRS990/FeesForServicesAccountingGrp/TotalAmt02387
IRS990/FeesForServicesLegalGrp/FundraisingAmt01165
IRS990/FeesForServicesLegalGrp/TotalAmt01165
IRS990/FeesForServicesOtherGrp/FundraisingAmt011274
IRS990/FeesForServicesOtherGrp/TotalAmt011274
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt027177
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt027177
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt341.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt433.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt125100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt133400
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID R STRELITZ
IRS990/Form990PartVIISectionAGrp/PersonNm1KATHLEEN BROCKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2ERICH SCHWENKER
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES D DOBRINSKA
IRS990/Form990PartVIISectionAGrp/PersonNm4TERENCE A LYNCH
IRS990/Form990PartVIISectionAGrp/PersonNm5JILL MARGET
IRS990/Form990PartVIISectionAGrp/PersonNm6JOSEPH N SKOTARZAK
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN MAREK
IRS990/Form990PartVIISectionAGrp/PersonNm8KATHLEEN MEYER
IRS990/Form990PartVIISectionAGrp/PersonNm9KATIE KASPER
IRS990/Form990PartVIISectionAGrp/PersonNm10KORINA HARMAN
IRS990/Form990PartVIISectionAGrp/PersonNm11MICHAEL O'KEEFE
IRS990/Form990PartVIISectionAGrp/PersonNm12TERRI DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm13MATT LEMKE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12132500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1387400
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13FINANCE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0115398
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt01855412
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01855412
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01855412
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02572304
IRS990/GrossReceiptsAmt04085939
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt07974
IRS990/InformationTechnologyGrp/TotalAmt07974
IRS990/InvestmentIncomeGrp/ExclusionAmt0154900
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0154900
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04903849
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04070947
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02456906
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE VISION FORWARD ASSOCIATION FOUNDATION IS TO SERVE AS A VEHICLE FOR RAISING AND MANAGING FUNDING USED TO SUPPORT PROGRAMS THAT SERVE AND BENEFIT INDIVIDUALS DEALING WITH BLINDNESS OR VISION IMPAIRMENT AND THEIR FAMILIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06694101
IRS990/NetAssetsOrFundBalancesEOYAmt06298960
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0115398
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0115398
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0185257
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt012501
IRS990/OccupancyGrp/TotalAmt012501
IRS990/OfficeExpensesGrp/FundraisingAmt022191
IRS990/OfficeExpensesGrp/TotalAmt022191
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Payroll & Benefit Reimb
IRS990/OtherExpensesGrp/Desc1Dietary
IRS990/OtherExpensesGrp/Desc2Program Expenses
IRS990/OtherExpensesGrp/Desc3Memberships
IRS990/OtherExpensesGrp/FundraisingAmt0212263
IRS990/OtherExpensesGrp/FundraisingAmt148801
IRS990/OtherExpensesGrp/FundraisingAmt25936
IRS990/OtherExpensesGrp/FundraisingAmt3312
IRS990/OtherExpensesGrp/TotalAmt0212263
IRS990/OtherExpensesGrp/TotalAmt148801
IRS990/OtherExpensesGrp/TotalAmt25936
IRS990/OtherExpensesGrp/TotalAmt3312
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01147078
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01207988
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0914972
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0939972
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0838787
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01072923
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0TERRI DAVIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01322018
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02056090
IRS990/PYInvestmentIncomeAmt0283645
IRS990/PYOtherExpensesAmt0352293
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-802720
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02408383
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01605663
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-580398
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0101086
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0207494
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0390808506
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01855412
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0VISION FORWARD ASSOCIATION INCORPORATED
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01855412
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.77500
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt026833
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04970434
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt089387
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04177484
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0394496
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01250000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt034234
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06481161
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt095013
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04970434
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-126493
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01445013
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt041705
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt07304430
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0240160
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06481161
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0386276
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01408000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt038823
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt07992513
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt075947
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt07304430
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0832995
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt01558202
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt051011
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt07753183
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0682842
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt07992513
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0684408
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt01076909
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.22500
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0USE OF ENDOWMENT FUNDS: THE ORGANIZATION USES ITS ENDOWMENT FUNDS TO SUPPORT THE GENERAL OPERATIONS OF THE ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 SCHEDULE D PART V LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01855412
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0NA
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATING EXPENSES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0VISION FORWARD ASSOCIATION INCORPORATED
IRS990ScheduleI/RecipientTable/RecipientEIN0390808506
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0912 NORTH HAWLEY ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MILWAUKEE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0532133292
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0NA
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: THE ORGANIZATION MONITORS THE USE OF THE GRANT FUNDS BY SHARED MANAGEMENT AND SHARED RESOURCES WITH THE ORGANIZATION THAT RECEIVED THE GRANT IN THE CURRENT YEAR.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASSES OF MEMBERS: PER ARTICLE V OF THE ARTICLES OF INCORPORATION, THE SOLE MEMBER OF THE CORPORATION SHALL BE VISION FORWARD ASSOCIATION, INCORPORATED. THE SOLE MEMBER SHALL HAVE THE RIGHT TO VOTE AND SUCH ADDITIONAL RIGHTS AND POWERS AS SHALL BE SET FORTH IN THE BY-LAWS OF THE CORPORATION OR CONFERRED UPON VOTING MEMBERS OF NONSTOCK CORPORATIONS UNDER THE LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SEE LINE 6 EXPLANATION ABOVE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECISIONS OF GOVERNING BODY SUBJECT TO APPROVAL BY MEMBER DECISIONS MADE BY THE VISION FORWARD ASSOCIATION FOUNDATION BOARD OF DIRECTORS ARE SUBJECT TO THE REVIEW AND APPROVAL OF THE MEMBER'S BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEW OF FORM 990: A COPY OF THE 990 FORM IS EITHER MAILED OR E-MAILED TO THE VOTING MEMBERS OF THE BOARD OF DIRECTORS AND THEY THEN REVIEW IT AT THEIR DISCRETION. NO FORMAL REVIEW OF THE FORM 990 WITH THE VOTING BOARD MEMBERS IS CONDUCTED BY THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONFLICT OF INTEREST POLICY: THE CONFLICT OF INTEREST POLICY IS SHARED AND SIGNED BY ALL BOARD MEMBERS AT THE BEGINNING OF THE CALENDAR 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING/CONFLICT OF INTEREST DOCUMENTS AVAILABLE TO THE PUBLIC: RELEASE OF THESE DOCUMENTS IS DETERMINED ON A CASE-BY-CASE BASIS BASED UPON FORMAL REQUESTS RECEIVED BY THE ORGANIZATION FOR ANY OR ALL DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,559,352
Liabilities
$260,392
Net assets
$6,298,960
Revenue
$1,629,033
Expenses
$2,209,431
Net income
-$580,398
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.75$0.31$1.45
2020Detailed filing. Detailed filing data is available for this year.$5.68$0.16$5.52$2.00$2.68$0.68
2019Detailed filing. Detailed filing data is available for this year.$6.84$0.20$6.64$2.58$1.81$0.78
2018Detailed filing. Detailed filing data is available for this year.$6.42$0.59$5.83$1.66$2.18$0.52
2017Detailed filing. Detailed filing data is available for this year.$6.56$0.26$6.30$1.63$2.21$0.58
2016Detailed filing. Detailed filing data is available for this year.$6.99$0.30$6.69$1.61$2.41$0.80
2015Detailed filing. Detailed filing data is available for this year.$8.25$0.40$7.85$2.55$2.63$0.08
2014Detailed filing. Detailed filing data is available for this year.$8.44$0.44$8.00$1.68$2.64$0.96
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.25$0.56$8.69$2.17$2.21$0.04
2012Summary only. Only limited summary data is available for this year.$9.48$0.62$8.86$3.98$3.23$0.75
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.30$0.28$8.02$1.80