Forth FY2023 filing

Portland, ORUnknown exempt organizationEIN 27-4764989Revenue $13.3M in FY2023

On file with the IRSforthmobility.org2035 Nw Front Ave Suite 101 · Portland, OR

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Our mission is to accelerate the use of smart transportation to move people and goods in a more efficient, cleaner, and equitable way.

87¢ of each $1 spent went to programs.
$175K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 4
filings with a surplus
Average deficit $164K a year · 2% of revenue · last 4 filings
Concern: a surplus in 1 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$175K
to officers and key staff · 1% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.1 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $301K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.5M
101% of total assets
Concern: liabilities are 101% of assets; over 80%.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$13.3M
+39% vs prior year
Spent
$13.2M
To programs
87%
Net assets
−$15K
By yearFY2020–FY2024
Revenue
$13.3M
FY2023▲ +39%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.0M
FY2021$3.9M
FY2022$9.5M
FY2023$13.3M
FY2024$15K
Expenses
$13.2M
FY2023▲ +33%
Tap a bar for its year
Expenses by fiscal year
FY2020$3.1M
FY2021$4.1M
FY2022$10.0M
FY2023$13.2M
FY2024Not on file
Net assets
−$15K
FY2023▲ +83%
Tap a bar for its year
Net assets by fiscal year
FY2020$554K
FY2021$317K
FY2022−$88K
FY2023−$15K
FY2024Not on file

From the FY2023 Form 990 · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024.

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

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $11.4M Management & general 7% · $974K Fundraising 6% · $769K

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

19 people listed on the 990; $175K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Dir.
$174,638Pt VII · Sec A
President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2023FY2022FY2021FY2020
Jeff Allen$174,638$184,476$155,576$156,826

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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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 15aYes

Programs and updates

Promotes smart transportation for efficient, clean, and equitable movement of people and goods.

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Provided by the organization

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3 programs · $8.8M · in their own filed words · FY2023
01

Increase access to charging access to charging is a major barrier to electrification, especially for historically underserved communities. The organization builds programs around drivers who have traditionally faced the most barriers to electrification, working to make it as easy to charge a car as it is to park.

$5.2Mprogram expense
02

Increase access to emerging modes the organization strives to stay at the forefront of clean, equitable transportation and is constantly seeking new opportunities to advance this work. During 2023, the organization removed barriers to make electric micromobility accessible in historically underserved populations and promoted electrifying…

$1.8Mprogram expense
03

Increase access to cars the organization builds programsaround drivers who have traditionally faced the most barriers to electric transportation. The organization cultivates access and equitable adoption to electric vehicles through awareness, community-based programs and by reducingfinancial barriers.

$1.8Mprogram 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
Total grants receivedfrom 2 funders$301K

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$13.3M
Ln 12
Fees for servicesLn 2g$13.3M
Other incomeLn 4–11$12K
Investment incomeLn 3$1K
Money outPt IX
$13.2M
Ln 25
Programscol B$11.4M
Managementcol C$974K
Fundraisingcol D$769K
Owns and owesPt X
−$15K
net assets · Ln 32
Cash and savingsLn 1–2$113K
Total assetsLn 16$2.5M
LiabilitiesLn 26$2.5M
PeoplePt VI, VII
19
listed · VII A
PaidVII A1
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$30
Fees for servicesLn 2g$13.3M
Investment incomeLn 3$1K
Other incomeLn 4–11$12K
Gains on assetsLn 7$0
Total revenueLn 12$13.3M
Assets in detailPt X, end of year
CashLn 1$82K
SavingsLn 2$31K
Cash and savings togetherLn 1–2$113K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$580K
Other assetsLn 15$112K
Total assetsLn 16$2.5M
LiabilitiesLn 26$2.5M
Net assetsLn 32−$15K
OperationsPt I, VI
EmployeesI 531
VolunteersI 620
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$238K$113K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$164K$580K
Total assetsLn 16$5.4M$2.5M
LiabilitiesLn 26$5.5M$2.5M
Net assetsLn 32−$88K−$15K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$177K$127K$29K$21K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$3.4M$2.4M$560K$409K
Pension plan contributionsLn 8$91K$65K$15K$11K
Other employee benefitsLn 9$467K$334K$77K$56K
Payroll taxesLn 10$347K$248K$57K$42K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$7.1M$6.8M$132K$160K
Advertising and promotionLn 12$0
Office expensesLn 13$0
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$151K$112K$23K$16K
TravelLn 17$190K$160K$17K$13K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$68K$63K$3K$2K
InsuranceLn 23$83K$64K$13K$6K
Other expenses (24a–d)Ln 24$1.1M$1.0M$48K$33K
All other expensesLn 24e$29K$29K$26$17
Total functional expensesLn 25$13.2M$11.4M$974K$769K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $15K 990 PDF
FY2023 Viewing $13.3M$13.2M$73K−$15K 990 PDF
FY2022 $9.5M$10.0M−$405K−$88K 990 PDF
FY2021 $3.9M$4.1M−$237K$317K 990 PDF
FY2020 $3.0M$3.1M−$88K$554K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $13,263,928 revenue, 12 lines filed
I-8 Contributions and grants$30
I-9 Program service revenuePrior year $9,506,770$13,250,816
I-10 Investment incomePrior year $464$1,359
I-11 Other revenuePrior year $37,764$11,723
I-12 Total revenuePrior year $9,544,998$13,263,928
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $3,508,052$4,491,593
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $6,441,987$8,699,476
I-18 Total expensesPrior year $9,950,039$13,191,069
I-19 Revenue less expensesPrior year −$405,041$72,859
Part VI · Governance 4 of 4 board members independent, no flags
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $13,263,928 across 10 lines filed
VIII-1f All other contributions, gifts and grants$30
VIII-1h Total contributions, gifts and grants$30
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $13,250,816$13,250,816
VIII-3 Investment incomeExcluded from tax $1,359$1,359
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $11,723$11,723
VIII-12 Total revenueRelated to mission $13,262,539 · Excluded from tax $1,359$13,263,928
Part IX · Statement of functional expenses $13,191,069 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $126,794 · Management $29,101 · Fundraising $21,269$177,164
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $2,440,537 · Management $560,142 · Fundraising $409,384$3,410,063
IX-8 Pension plan contributionsPrograms $64,926 · Management $14,902 · Fundraising $10,891$90,719
IX-9 Other employee benefitsPrograms $334,230 · Management $76,711 · Fundraising $56,065$467,006
IX-10 Payroll taxesPrograms $248,086 · Management $56,940 · Fundraising $41,615$346,641
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $6,759,513 · Management $132,284 · Fundraising $160,465$7,052,262
IX-12 Advertising and promotion$0
IX-13 Office expenses$0
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $111,959 · Management $22,792 · Fundraising $16,370$151,121
IX-17 TravelPrograms $159,905 · Management $17,431 · Fundraising $12,884$190,220
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $63,397 · Management $2,510 · Fundraising $1,801$67,708
IX-23 InsurancePrograms $64,410 · Management $13,123 · Fundraising $5,558$83,091
IX-24 Other expenses (24a–d)Programs $1,045,109 · Management $47,677 · Fundraising $32,932$1,125,718
IX-24e All other expensesPrograms $29,313 · Management $26 · Fundraising $17$29,356
IX-25 Total functional expensesPrograms $11,448,179 · Management $973,639 · Fundraising $769,251$13,191,069
Part X · Balance sheet $2,522,948 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $232,245$81,850
X-2 Savings and temporary cash investmentsStart of year $5,400$30,917
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $4,733,337$1,366,921
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $61,852$351,253
X-10c Land, buildings and equipment, netStart of year $163,583$580,255
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $212,856$111,752
X-16 Total assetsStart of year $5,409,273$2,522,948
X-17 Accounts payable and accrued expensesStart of year $734,216$1,062,667
X-19 Deferred revenueStart of year $458,999$5,400
X-25 Other liabilitiesStart of year $216,523$941,369
X-26 Total liabilitiesStart of year $5,497,215$2,538,031
X-27 Net assets without donor restrictionsStart of year −$87,942−$15,083
X-32 Total net assets or fund balancesStart of year −$87,942−$15,083
X-33 Total liabilities and net assetsStart of year $5,409,273$2,522,948
Part XI · Reconciliation of net assets −$15,083 net assets at year end
XI-1 Total revenue$13,263,928
XI-2 Total expenses$13,191,069
XI-3 Revenue less expenses$72,859
XI-4 Net assets at start of year−$87,942
XI-10 Net assets at end of year−$15,083

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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