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Forward Horizons INC - FY2021 filing

Tax-deductible

Ashland, WI501(c)(3)Since 2020Human ServicesEIN 83-4465214Revenue $225K in FY2021

On file with the IRSforwardhorizonsinc.wixsite.com\website422 3rd St W Ste 114, 54806-1573 · Ashland, WITax-exempt since Sep 2019Publicly supported — 509(a)(2)

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To support those with disabilities.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · 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
4 of 5
filings with a surplus
Average surplus $31K a year · 9% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Concern: 0.4 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$8K
47% of total assets
Looks good: liabilities are 47% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$225K
+60% vs prior year
Spent
$232K
To programs
91%
Net assets
$9K
By yearFY2020–FY2025
Revenue
$225K
FY2021▲ +60%
Tap a bar for its year
Revenue by fiscal year
FY2020$140K
FY2021$225K
FY2022$269K
FY2023$409K
FY2024$413K
FY2025$507K
Expenses
$232K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2020Not on file
FY2021$232K
FY2022$217K
FY2023$317K
FY2024$402K
FY2025$500K
Net assets
$9K
FY2021▼ -44%
Tap a bar for its year
Net assets by fiscal year
FY2020$15K
FY2021$9K
FY2022$60K
FY2023$152K
FY2024$164K
FY2025$159K

From the FY2021 Form 990 · see the original

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You’re viewing the FY2021 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 Sep 2019.

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

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $210K Management & general 9% · $22K

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

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Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation
Lori Hanson
Board Member
$0Pt VII · Sec A
Julia Veenendaal
Board Member
$0Pt VII · Sec A
Peggy Fieldsend
Board Member
$0Pt VII · Sec A
Deanna Yost
Board Member
$0Pt VII · Sec A
Katherine Martin
Board Member
$0Pt VII · Sec A
Stewart Holman
Board Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Forward Horizons INC - executive salaries →

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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

Helps people with disabilities live fulfilling lives.

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Provided by the organization

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1 program · $210K · in their own filed words · FY2021
01

Supported home services, day services, transportation and exercise and fitness for people with disabilities in the Ashland and Bayfield Co

$210Kprogram expense

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
Donor Advised Charitable Giving INCFY2024$10K
Total grants receivedfrom 1 funder$10K

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$225K
Ln 12
Fees for servicesLn 2g$220K
Gifts and grantsLn 1h$2K
Other incomeLn 4–11$2K
Money outPt IX
$232K
Ln 25
Programscol B$210K
Managementcol C$22K
Owns and owesPt X
$9K
net assets · Ln 32
Cash and savingsLn 1–2$7K
Total assetsLn 16$16K
LiabilitiesLn 26$8K
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2K
Fees for servicesLn 2g$220K
Other incomeLn 4–11$2K
Total revenueLn 12$225K
Assets in detailPt X, end of year
CashLn 1$7K
Cash and savings togetherLn 1–2$7K
Total assetsLn 16$16K
LiabilitiesLn 26$8K
Net assetsLn 32$9K
OperationsPt I, VI
EmployeesI 532
VolunteersI 66
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$13K$7K
Total assetsLn 16$25K$16K
LiabilitiesLn 26$10K$8K
Net assetsLn 32$15K$9K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$169K$152K$17K
Payroll taxesLn 10$19K$17K$2K
Accounting feesLn 11c$3K$2K$257
Other fees for servicesLn 11g$997$897$100
Advertising and promotionLn 12$452$407$45
Office expensesLn 13$3K$2K$483
OccupancyLn 16$7K$7K$738
TravelLn 17$18K$18K
InsuranceLn 23$11K$10K$1K
Other expenses (24a–d)Ln 24$1K$878$171
Total functional expensesLn 25$232K$210K$22K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $507K$500K$7K$159K 990 PDF
FY2024 $413K$402K$11K$164K 990 PDF
FY2023 $409K$317K$92K$152K 990 PDF
FY2022 $269K$217K$52K$60K 990 PDF
FY2021 Viewing $225K$232K−$7K$9K 990 PDF
FY2020 $140K$15K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $224,819 revenue, 12 lines filed
I-8 Contributions and grants$2,454
I-9 Program service revenue$220,125
I-10 Investment income$0
I-11 Other revenue$2,240
I-12 Total revenue$224,819
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$187,622
I-16a Professional fundraising fees$0
I-17 Other expenses$43,904
I-18 Total expenses$231,526
I-19 Revenue less expenses−$6,707
Part VI · Governance 6 of 6 board members independent, 4 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
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
Part VIII · Statement of revenue $224,819 across 5 lines filed
VIII-1f All other contributions, gifts and grants$2,454
VIII-1h Total contributions, gifts and grants$2,454
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $220,125$220,125
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $2,240$2,240
VIII-12 Total revenueRelated to mission $222,365 · Unrelated business $0 · Excluded from tax $0$224,819
Part IX · Statement of functional expenses $231,526 across 10 lines filed
IX-7 Other salaries and wagesPrograms $151,993 · Management $16,888$168,881
IX-10 Payroll taxesPrograms $16,867 · Management $1,874$18,741
IX-11c Accounting feesPrograms $2,311 · Management $257$2,568
IX-11g Other fees for servicesPrograms $897 · Management $100$997
IX-12 Advertising and promotionPrograms $407 · Management $45$452
IX-13 Office expensesPrograms $2,188 · Management $483$2,671
IX-16 OccupancyPrograms $6,642 · Management $738$7,380
IX-17 TravelPrograms $18,050$18,050
IX-23 InsurancePrograms $9,663 · Management $1,074$10,737
IX-24 Other expenses (24a–d)Programs $878 · Management $171$1,049
IX-25 Total functional expensesPrograms $209,896 · Management $21,630 · Fundraising $0$231,526
Part X · Balance sheet $16,070 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $13,287$7,470
X-4 Accounts receivableStart of year $11,899$8,600
X-16 Total assetsStart of year $25,186$16,070
X-25 Other liabilitiesStart of year $9,969$7,560
X-26 Total liabilitiesStart of year $9,969$7,560
X-27 Net assets without donor restrictionsStart of year $15,217$8,510
X-32 Total net assets or fund balancesStart of year $15,217$8,510
X-33 Total liabilities and net assetsStart of year $25,186$16,070
Part XI · Reconciliation of net assets $8,510 net assets at year end
XI-1 Total revenue$224,819
XI-2 Total expenses$231,526
XI-3 Revenue less expenses−$6,707
XI-4 Net assets at start of year$15,217
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$8,510

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

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