VISION FORWARD ASSOCIATION FOUNDATION INC (EIN 392040359) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

SCOTT MARR

Phone

4146150100

Tax Period

2020-04-01 to 2021-03-31

VISION FORWARD ASSOCIATION FOUNDATION INC, founded in 2001, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2020. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $1.4M, a strong 83% operating margin.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $1,463,209

Program Service Revenue $0

Investment Income $289,972

Other Revenue $0

TOTAL REVENUE $1,753,181

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $305,158

Other Expenses $305,158

TOTAL EXPENSES $305,158

Year-over-Year Comparison

	2020	2019	Change
Revenue	$1,753,181	$1,996,881	-0.1%
Expenses	$305,158	$2,679,108	-0.9%
Net Income	$1,448,023	$-682,227	-3.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$204,895

Total Directors

$148,308

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVE STRELITZ	PRESIDENT	0.50	Officer Director	$0	$0	$0
JAMES DOBRINSKA	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
TERENCE LYNCH	BOARD MEMBER	0.50	Director	$0	$0	$0
JOHN MAREK	BOARD MEMBER	0.50	Director	$0	$0	$0
JILL MARGET	BOARD MEMBER	0.50	Director	$0	$0	$0
KATHLEEN MEYER	BOARD MEMBER	0.50	Director	$0	$0	$0
JOSEPH N SKOTARZAK	BOARD MEMBER	0.50	Director	$0	$0	$0
TERRI DAVIS	EXECUTIVE DIRECTOR	2.00	Officer Director	$0	$5,860	$148,308
MATT LEMKE	FINANCE DIRECTOR UNTIL JUN 2020	2.00	Officer	$0	$2,355	$56,587

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2021	$1,753,181	$305,158	No data	$1,448,023
2020	$1,996,881	$2,679,108	$5,681,006	$-682,227
2019	$2,580,740	$1,805,281	$6,838,621	$775,459

VISION FORWARD ASSOCIATION FOUNDATION INC