AUMdb

Vision Forward Association Incorporated

EIN 390808506 · 501(c)(3) · Public charity · West Allis, WI · recognized 1951

Assets
$5.8M
Revenue
$3.0M
Expenses
$3.3M
Investment income
$342K

Form 990 fiscal year ended 03/31/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Jaclyn Borchardt Chief executive officer $154,385 $6,175
Heather Hinson Optometrist $139,198 $30,073
Guillermo Bana Director through 12/31/24 $0 $0
David Lobo President through 12/31/24 $0 $0
Michael Dante Director through 12/31/24 $0 $0
Korina Harman Treaurer through 12/31/24 $0 $0
Douglas Brodzik Director through 12/31/24 $0 $0
Dee Mellor Vice president through 12/31/24 $0 $0
Sonja Williams Director $0 $0
Nicholas H Tosi Md Director $0 $0
Joseph Skotarzak Director $0 $0
Kevin Meyers Director beginning 1/1/25 $0 $0
Dan Lococo Director $0 $0
Cj Lange Director $0 $0
Lisa Konkel Director beginning 1/1/25 $0 $0
Tyler Donahue Director $0 $0
James D Dobrinska Clu Cic Director $0 $0
Anisio Coreia Director beginning 1/1/25 $0 $0
David R Stretlitz Secretary $0 $0
Jean Freuck Treasurer beginning 1/1/25 $0 $0
Shelby Elias Vice president $0 $0
Crocker Stephenson President $0 $0