Empower, educate, and enhance the lives of individuals impacted by Vision loss through all of life's transitions.

501(c)(3) charity; gifts are tax-deductible.
78¢ of each $1 spent went to programs.
$138K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $470K a year · 19% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$138K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
<1 mo
of spending, in cash
Plus $5.3M in investments, Pt X · Ln 11–13
Fine: 0.7 months of spending in cash, plus $5.3M in investments.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $100K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$745K
11% of total assets
Looks good: liabilities are 11% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.0M
+27% vs prior year
Spent
$3.1M
To programs
78%
Net assets
$5.9M
By yearFY2021–FY2025
Revenue
$3.0M
FY2024▲ +27%
Tap a bar for its year
Revenue by fiscal year
FY2021$1.1M
FY2022$2.8M
FY2023$2.4M
FY2024$3.0M
FY2025$3.0M
Expenses
$3.1M
FY2024▲ +3%
Tap a bar for its year
Expenses by fiscal year
FY2021$2.5M
FY2022$2.8M
FY2023$3.0M
FY2024$3.1M
FY2025$3.3M
Net assets
$5.9M
FY2024▲ +1%
Tap a bar for its year
Net assets by fiscal year
FY2021$7.0M
FY2022$6.7M
FY2023$5.8M
FY2024$5.9M
FY2025$5.6M

From the FY2024 Form 990 (year ending March 2024) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1951.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

78 cents of each dollar spent went to programs.

Program services 78% · $2.4M Management & general 9% · $273K Fundraising 13% · $401K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

17 people listed on the 990; $138K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Chief Executive Officer
$138,455Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Jaclyn Borchardt’s $154K as Chief Executive Officer is at the 55th percentile of top reported officer pay among 733 $1–10M diseases & disorders nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Jaclyn Borchardt$154,385$138,455$106,961$101,812—
Terri Davis——$147,179$140,700$142,448
Heather Hinson$139,198————
Jacci Borchardt————$102,604
Matt Lemke————$54,232

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Vision Forward Association Incorporated executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowers, educates, and enhances lives impacted by vision loss through all life's transitions.

Questions for Vision Forward Association Incorporated

Tap to ask. Vision Forward Association Incorporated sees how many people are interested.

Your first name shows with your question. Vision Forward Association Incorporated answers here, for everyone.

Provided by the organization

Know this org? Add your story

3 programs · $2.4M · in their own filed words · FY2023
01

Children's Program

Our children's services includes programming that serves children from birth to 21 years of age. Our children's program provides special education instruction, vision and sensory training, orientation and mobility training, and music, occupational, physical and SPEECH/LANGUAGE therapy to children who are blind and visually impaired.

$1.1Mprogram expense
02

Vision Rehabilitation

Our adult vision rehabilitation services offers assessment and training in the following areas: low vision, activities of daily living, communication, orientation and mobility (wayfinding and white cane travel), and assistive technology to adults, ages 18 and older, who are blind and visually impaired.

$1.1Mprogram expense
03

Vision Forward Store

Our store is only one of a few resources in wisconsin that sells adaptive products for people with vision loss. The hundreds of products we carry are designed to help those who are blind, as well as those who are living with changing vision and low vision, to successfully accomplish the tasks of everyday life.

$172Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$100K
Grants paid · 1 grant · $6K · 2024–2024
Unitemized GrantFY2024$5,750

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$3.0M
Ln 12
Gifts and grantsLn 1h$1.6M
Fees for servicesLn 2g$707K
Investment incomeLn 3$518K
Money outPt IX
$3.1M
Ln 25
Programscol B$2.4M
Managementcol C$273K
Fundraisingcol D$401K
Owns and owesPt X
$5.9M
net assets · Ln 32
Cash and savingsLn 1–2$180K
Total assetsLn 16$6.6M
LiabilitiesLn 26$745K
PeoplePt VI, VII
17
listed · VII A
PaidVII A1
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.6M
Government grantsLn 1e$149K
Noncash giftsLn 1g$14K
Fundraising eventsLn 1c$184K
Fees for servicesLn 2g$707K
Investment incomeLn 3$518K
Other incomeLn 4–11$152K
Gains on assetsLn 7$376K
Total revenueLn 12$3.0M
Assets in detailPt X, end of year
CashLn 1$180K
Cash and savings togetherLn 1–2$180K
InvestmentsLn 11–13$5.3M
Land, buildings, equipmentLn 10c$19K
Other assetsLn 15$626K
Total assetsLn 16$6.6M
LiabilitiesLn 26$745K
Net assetsLn 32$5.9M
OperationsPt I, VI
EmployeesI 536
VolunteersI 635
Fiscal year endsHeaderMarch
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$308K$180K
InvestmentsLn 11–13$5.1M$5.3M
Land, buildings, equipmentLn 10c$27K$19K
Total assetsLn 16$6.6M$6.6M
LiabilitiesLn 26$861K$745K
Net assetsLn 32$5.8M$5.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$4K$4K
Pay of current officers, directors and key staffLn 5$149K$30K$75K$45K
Other salaries and wagesLn 7$1.7M$1.5M$36K$198K
Pension plan contributionsLn 8$61K$49K$4K$8K
Other employee benefitsLn 9$164K$133K$10K$22K
Payroll taxesLn 10$135K$109K$8K$18K
Accounting feesLn 11c$88K$88K
Investment management feesLn 11f$30K$30K
Other fees for servicesLn 11g$80K$71K$2K$7K
Advertising and promotionLn 12$84K$38K$2K$44K
Office expensesLn 13$84K$73K$4K$7K
Information technologyLn 14$197K$172K$4K$21K
OccupancyLn 16$203K$173K$7K$24K
TravelLn 17$39K$36K$1K$2K
Conferences, conventions and meetingsLn 19$17K$13K$605$4K
InterestLn 20$698$592$23$83
Depreciation, depletion and amortizationLn 22$11K$9K$887$1K
InsuranceLn 23$20K$17K$657$2K
Other expenses (24a–d)Ln 24$3K$2K$87$131
All other expensesLn 24e$5K$4K$629$20
Total functional expensesLn 25$3.1M$2.4M$273K$401K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $3.0M$3.3M−$334K$5.6M 990 PDF
FY2024 Viewing $3.0M$3.1M−$49K$5.9M 990 PDF
FY2023 $2.4M$3.0M−$600K$5.8M 990 PDF
FY2022 $2.8M$2.8M$43K$6.7M 990 PDF
FY2021 $1.1M$2.5M−$1.4M$7.0M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $3,019,436 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,656,290$1,642,759
I-9 Program service revenuePrior year $554,857$706,904
I-10 Investment incomePrior year $38,483$517,964
I-11 Other revenuePrior year $132,233$151,809
I-12 Total revenuePrior year $2,381,863$3,019,436
I-13 Grants and similar amounts paidPrior year $4,600$4,350
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $2,124,699$2,201,986
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $852,090$862,083
I-18 Total expensesPrior year $2,981,389$3,068,419
I-19 Revenue less expensesPrior year −$599,526−$48,983
Part VI · Governance 16 of 16 board members independent, no flags
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $3,019,436 across 11 lines filed
Lines not itemized here account for $182,091 of total revenue; see the IRS return.
VIII-1a Federated campaigns$54,364
VIII-1c Fundraising events$183,928
VIII-1e Government grants$149,384
VIII-1f All other contributions, gifts and grants$1,255,083
VIII-1g Noncash contributions (included above)$13,800
VIII-1h Total contributions, gifts and grants$1,642,759
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $706,904$706,904
VIII-3 Investment incomeExcluded from tax $142,176$142,176
VIII-7 Net gain or loss on sales of assetsExcluded from tax $375,788$375,788
VIII-8 Net income from fundraising eventsExcluded from tax −$30,282−$30,282
VIII-12 Total revenueRelated to mission $869,952 · Unrelated business $0 · Excluded from tax $506,725$3,019,436
Part IX · Statement of functional expenses $3,068,419 across 20 lines filed
IX-2 Grants to domestic individualsPrograms $4,350$4,350
IX-5 Pay of current officers, directors and key staffPrograms $29,857 · Management $74,643 · Fundraising $44,786$149,286
IX-7 Other salaries and wagesPrograms $1,459,887 · Management $35,654 · Fundraising $197,543$1,693,084
IX-8 Pension plan contributionsPrograms $48,947 · Management $3,624 · Fundraising $7,962$60,533
IX-9 Other employee benefitsPrograms $132,520 · Management $9,812 · Fundraising $21,556$163,888
IX-10 Payroll taxesPrograms $109,319 · Management $8,094 · Fundraising $17,782$135,195
IX-11c Accounting feesManagement $88,427$88,427
IX-11f Investment management feesManagement $29,791$29,791
IX-11g Other fees for servicesPrograms $71,218 · Management $1,839 · Fundraising $6,613$79,670
IX-12 Advertising and promotionPrograms $38,377 · Management $2,169 · Fundraising $43,801$84,347
IX-13 Office expensesPrograms $72,562 · Management $4,238 · Fundraising $6,769$83,569
IX-14 Information technologyPrograms $172,183 · Management $4,058 · Fundraising $20,833$197,074
IX-16 OccupancyPrograms $172,645 · Management $6,655 · Fundraising $23,933$203,233
IX-17 TravelPrograms $36,091 · Management $1,318 · Fundraising $1,986$39,395
IX-19 Conferences, conventions and meetingsPrograms $12,611 · Management $605 · Fundraising $3,987$17,203
IX-20 InterestPrograms $592 · Management $23 · Fundraising $83$698
IX-22 Depreciation, depletion and amortizationPrograms $9,369 · Management $887 · Fundraising $1,210$11,466
IX-23 InsurancePrograms $16,980 · Management $657 · Fundraising $2,367$20,004
IX-24 Other expenses (24a–d)Programs $2,382 · Management $87 · Fundraising $131$2,600
IX-24e All other expensesPrograms $3,957 · Management $629 · Fundraising $20$4,606
IX-25 Total functional expensesPrograms $2,393,847 · Management $273,210 · Fundraising $401,362$3,068,419
Part X · Balance sheet $6,594,985 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $308,120$179,723
X-3 Pledges and grants receivableStart of year $320,758$261,300
X-4 Accounts receivableStart of year $55,264$75,957
X-8 Inventories for sale or useStart of year $75,782$90,611
X-9 Prepaid expenses and deferred chargesStart of year $10,737$8,177
X-10c Land, buildings and equipment, netStart of year $26,722$19,046
X-11 Publicly traded securitiesStart of year $4,856,430$4,764,948
X-12 Other securitiesStart of year $222,277$569,420
X-15 Other assetsStart of year $765,476$625,803
X-16 Total assetsStart of year $6,641,566$6,594,985
X-17 Accounts payable and accrued expensesStart of year $108,535$128,926
X-25 Other liabilitiesStart of year $752,471$615,794
X-26 Total liabilitiesStart of year $861,006$744,720
X-27 Net assets without donor restrictionsStart of year $4,357,250$4,492,315
X-28 Net assets with donor restrictionsStart of year $1,423,310$1,357,950
X-32 Total net assets or fund balancesStart of year $5,780,560$5,850,265
X-33 Total liabilities and net assetsStart of year $6,641,566$6,594,985
Part XI · Reconciliation of net assets $5,850,265 net assets at year end
XI-1 Total revenue$3,019,436
XI-2 Total expenses$3,068,419
XI-3 Revenue less expenses−$48,983
XI-4 Net assets at start of year$5,780,560
XI-5 Net unrealized gains (losses) on investments$118,688
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$5,850,265

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.