Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
VISION FORWARD ASSOCIATION INCORPORATED
Employer identification number
39-0808506
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (see instructions)
..................
12
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.................................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2013.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2012.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2013.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
1,208,857
1,279,950
2,693,841
1,858,173
2,269,683
9,310,504
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
622,082
984,764
897,816
921,567
892,791
4,319,020
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
0
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
0
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
0
6
Total. Add lines 1 through 5.
1,830,939
2,264,714
3,591,657
2,779,740
3,162,474
13,629,524
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
0
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
80,719
80,719
64,571
176,268
402,277
c
Add lines 7a and 7b..
80,719
80,719
64,571
176,268
402,277
8
Public support (Subtract line 7c from line 6.)
13,227,247
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
9
Amounts from line 6...
1,830,939
2,264,714
3,591,657
2,779,740
3,162,474
13,629,524
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
272
251
18
0
0
541
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
0
c
Add lines 10a and 10b.
272
251
18
0
0
541
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
68,746
70,684
82,191
87,825
309,446
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
218,046
266,056
260,272
291,911
326,343
1,362,628
13
Total support. (Add lines 9, 10c, 11, and 12.)..
2,049,257
2,599,767
3,922,631
3,153,842
3,576,642
15,302,139
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
86.440 %
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
86.639 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
0.003 %
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
0.004 %
19a
33 1/3% support tests—2013.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2012.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2013
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
VISION FORWARD ASSOCIATION INCORPORATED
Employer identification number
39-0808506
Return Reference
Explanation
REVIEW OF FORM 990
The management of Vision Forward Association, Incorporated reviews its 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.
CONFLICT OF INTEREST POLICY
THE HR DIRECTOR EXPLAINS THE CONFLICT OF INTEREST POLICY TO ALL NEW HIRES. ALL SUPERVISORS REVIEW POLICY WITH THEIR EMPLOYEES AS VARIOUS ISSUES ARISE THROUGHOUT THE YEAR. THE BOARD PRESIDENT DISCUSSES THE CONFLICT OF INTERST POLICY WITH ALL NEWLY APPOINTED DIRECTORS AND IT IS DISCUSSED AT VARIOUS BOARD MEETINGs THROUGHOUT THE YEAR. A PDF copy of the 990 is sent out to all Board members before finalizing the return, with a copy of the Vendor list to verify that there are not any relationships or conflicts of interest.
PROCESS FOR DETERMINING COMPENSATION
AN HR CONSULTANT IS HIRED TO REVIEW AND PROVIDE AN EXECUTIVE COMPENSATION REPORT FOR THE RELEVANT POSITIONS AT THE ASSOCIATION. THE REPORT FOCUSES ON BASE SALARIES, BONUSES, PREREQUISITES AND BENEFITS. THE EXECUTIVE COMPENSATION REPORT IS GIVEN TO THE HR COMMITTEE FOR REVIEW AND APPROVAL. ONCE APPROVED, THE REPORT IS UTILIZED BY THE BOARD OF DIRECTORS TO DETERMINE THE EXECUTIVE DIRECTOR'S COMPENSATION AND THEN BY THE EXECUTIVE DIRECTOR TO SET THE FINANCIAL DIRECTOR'S COMPENSATION. THIS PROCESS WAS COMPLETED FOR THE EXECUTIVE DIRECTOR AND ASSOCIATE DIRECTOR IN 2013.
GOVERNING DOCUMENTS/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 of them. Certain documents are posted on our website and mailed to major funders or requesting parties.
CLASSES OF MEMBERS
THE ORGANIZATION HAS THE FOLLOWING MEMBERSHIP CLASSES: 1) Persons who are totally or partially blind; 2) Fully sighted members; 3) Honorary - people from either group 1 or 2 who are over age 75 and have been members for 10 years - only additional benefit is they do not pay dues; and 4) Life - people from either group 1 or 2 who paid a one-time fee of $500.00. All classes of members shown above can vote in the annual election. Membership votes are done by mail ballot as explained in Article 12: Amendments in our by-laws. The only ballots sent out are for the annual election in April and ballots for voting on changes to the Articles of Incorporation or by-laws. All other decisions are made by the Board of Directors.
decisions of the governing body subject to approval by members
The Corporation shall have members whose qualification, rights, election or appointment shall be as set forth in the by-laws. A majority of the Directors shall be elected by the membership; eligibility requirements and procedures are specified in the by-laws.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.