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Vision Forward Association

Milwaukee, WIUnknown exempt organization EIN 39-2040359Revenue $1.8M in FY2021Latest filing we have: 2020. Newer ones may not be in our data yet. Filed since? Tell us.

On file with the IRSvision-forward.orgMilwaukee, WI

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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.

Run by 7 volunteers.
Mission: Form 990 Part I, line 1 · People: Part I, lines 5–6

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2021
latest Form 990
The latest return is for FY2021, 5 tax years back.
IRS e-file · Filing history
Spent on programs
0%
of spending
0% of spending went to programs.
Pt IX · Ln 25 · col B
Named funders
1
named funder · $100K
1 funder names it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$0
total owed
No data yet: the filing does not give total assets.
Pt X · Ln 26
Independent board members
7
of 8 voting members
7 of 8 voting members are independent.
Pt VI · Ln 1a–1b
In line with peersDifferent from peersFar from peersNo peer rangeNo data yetTap a box for the reason.
Revenue
$1.8M
Spent
$305K
To programs
0%
Net assets
$0

From the FY2021 Form 990 (year ending March 2021) · see the original

Visit site Support Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing we have: FY2020.

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

Where the money goes

What each dollar paid for.

Fundraising 100% · $305K

Form 990 Part IX, line 25. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Dave Strelitz
President
$0Pt VII · Sec A
James Dobrinska
Vice President
$0Pt VII · Sec A
Terence Lynch
Board Member
$0Pt VII · Sec A
John Marek
Board Member
$0Pt VII · Sec A
Jill Marget
Board Member
$0Pt VII · Sec A
Kathleen Meyer
Board Member
$0Pt VII · Sec A
Joseph N Skotarzak
Board Member
$0Pt VII · Sec A
Terri Davis
Executive Director
$0Pt VII · Sec A
See Vision Forward Association executive salaries →

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 15aNo

Programs and updates

Raises and manages funds for programs supporting individuals with blindness and their families.

Questions for Vision Forward Association

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

1 program · in their own filed words · FY2020
01

Fiduciary 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.

Pt IX · Ln 25 · col B

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2024
Milwaukee Jewish Federation INCFY2024$100K
Total grants receivedfrom 1 funder$100K

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.8M
Ln 12
Gifts and grantsLn 1h$1.5M
Investment incomeLn 3$290K
Money outPt IX
$305K
Ln 25
Fundraisingcol D$305K
Owns and owesPt X
$0
net assets · Ln 32
Total assetsLn 16$0
LiabilitiesLn 26$0
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.5M
Investment incomeLn 3$290K
Gains on assetsLn 7$129K
Total revenueLn 12$1.8M
Assets in detailPt X, end of year
Total assetsLn 16$0
LiabilitiesLn 26$0
Net assetsLn 32$0
OperationsPt I, VI
EmployeesI 50
VolunteersI 67
Fiscal year endsHeaderMarch
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3More from this return
Investment feesPt IX, Sch D
Investment fees, as reportedPt IX 11f$35K
Share of the $5.9M endowmentSch D 1g0.59%
Typical, median of 2,202 orgs0.44%
EndowmentSch D · Pt V
LineFY21FY20FY19FY18FY17
End of yearLn 1g$5.9M$5.2M$6.3M$5.7M$4.2M
AddedLn 1b$254K$516K$1.9M$89K
SpentLn 1d–1f$635K$1.2M$888K$778K$1.3M
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$4K$0
InvestmentsLn 11–13$5.2M$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$5.7M$0
LiabilitiesLn 26$162K$0
Net assetsLn 32$5.5M$0
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Legal feesLn 11b$262$262
Accounting feesLn 11c$7K$7K
Investment management feesLn 11f$35K$35K
Other fees for servicesLn 11g$17K$17K
Office expensesLn 13$8K$8K
Information technologyLn 14$14K$14K
OccupancyLn 16$15K$15K
TravelLn 17$306$306
Conferences, conventions and meetingsLn 19$137$137
Depreciation, depletion and amortizationLn 22$2K$2K
Other expenses (24a–d)Ln 24$207K$207K
Total functional expensesLn 25$305K$0$0$305K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2021 Latest ViewingFiled with the IRS Nov 18, 2021 $1.8M$305K$1.4M$0 990 PDF

Schedules filed Part IV

D · Assets and endowments I · Grants O · Explanations
See the full FY2021 990
Part I · Summary $1,753,181 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,697,215$1,463,209
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $299,666$289,972
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,996,881$1,753,181
I-13 Grants and similar amounts paidPrior year $2,207,045$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $472,063$305,158
I-18 Total expensesPrior year $2,679,108$305,158
I-19 Revenue less expensesPrior year −$682,227$1,448,023
Part VI · Governance 7 of 8 board members independent, 2 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members7
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
Part VIII · Statement of revenue $1,753,181 across 6 lines filed
VIII-1a Federated campaigns$47,341
VIII-1f All other contributions, gifts and grants$1,415,868
VIII-1h Total contributions, gifts and grants$1,463,209
VIII-3 Investment incomeExcluded from tax $160,684$160,684
VIII-7 Net gain or loss on sales of assetsExcluded from tax $129,288$129,288
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $289,972$1,753,181
Part IX · Statement of functional expenses $305,158 across 11 lines filed
IX-11b Legal feesFundraising $262$262
IX-11c Accounting feesFundraising $7,401$7,401
IX-11f Investment management feesFundraising $34,885$34,885
IX-11g Other fees for servicesFundraising $16,520$16,520
IX-13 Office expensesFundraising $7,687$7,687
IX-14 Information technologyFundraising $13,626$13,626
IX-16 OccupancyFundraising $15,000$15,000
IX-17 TravelFundraising $306$306
IX-19 Conferences, conventions and meetingsFundraising $137$137
IX-22 Depreciation, depletion and amortizationFundraising $1,917$1,917
IX-24 Other expenses (24a–d)Fundraising $207,417$207,417
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $305,158$305,158
Part X · Balance sheet $0 assets, 22 lines filed
X-1 Cash, non-interest-bearing$0
X-2 Savings and temporary cash investmentsStart of year $4,066$0
X-3 Pledges and grants receivableStart of year $440,395$0
X-4 Accounts receivable$0
X-5 Loans to officers and key people$0
X-6 Loans to other insiders$0
X-7 Notes and loans receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securitiesStart of year $5,236,545$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $5,681,006$0
X-17 Accounts payable and accrued expensesStart of year $161,921$0
X-26 Total liabilitiesStart of year $161,921$0
X-27 Net assets without donor restrictionsStart of year $4,138,718$0
X-28 Net assets with donor restrictionsStart of year $1,380,367$0
X-32 Total net assets or fund balancesStart of year $5,519,085$0
X-33 Total liabilities and net assetsStart of year $5,681,006$0
Part XI · Reconciliation of net assets $0 net assets at year end
XI-1 Total revenue$1,753,181
XI-2 Total expenses$305,158
XI-3 Revenue less expenses$1,448,023
XI-4 Net assets at start of year$5,519,085
XI-5 Net unrealized gains (losses) on investments$1,002,959
XI-9 Other changes in net assets−$7,970,067
XI-10 Net assets at end of year$0

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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