Abilitree FY2023 filing

EIN 93-0823952 Public charity (501(c)(3)) Bend, OR
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Revenue & expenses by yearFY2020–FY2024
Revenue
$631K
FY2023▲ +30%
Expenses
$413K
FY2023▼ -21%

Form 990 for the fiscal year ending December 2023 (IRS tax year 2023).


Empowers people with disabilities to live independently and participate fully in their communities. For fiscal year 2023 it reported $631K in revenue, $413K in expenses, and $367K in net assets.Pt I

Type
Public charity (501(c)(3)) · Nonprofit
Location
Bend, OR
Website
www.abilitree.org
Filings
5 on file (2020–2023)
Revenue
$631KFY2023
Expenses
$413K
Net assets
$367K
People
6
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →
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Provided by the organization

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Size
$100K–1M
What they do
Empowers people with disabilities to live independently and participate fully in their communities.
Leadership
Travis Forrest · Executive Di · $85K
Money in and out
$631K revenue, $413K expenses
Bottom line
87% program efficiency

What Funders Ask

From IRS filings

Tax-deductible?

good Yes

Per the IRS master file. Details →

Can I give now?

good No revocation on IRS record

Not on the IRS revocation list. Details →

Filing up to date?

good Filed FY2024 (typical filing lag)

Details →

Foundation funders?

good 2 funders, incl. The Anjulicia Foundation

$73K in the latest grant year. Details →

Spent on programs?

good 87% to programs

Form 990 Part IX, latest filing. Details →

Size and trend

$100K–1M

↑ +30% vs prior year Details →

Where the money goes · FY2023
Total revenue
$631K
Pt VIII · Ln 12
Total expenses
$413K
Pt IX · Ln 25
Net assets
$367K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $218K
Where spending went · Part IX cols B–D
Program services $0.87 Management & general $0.12 Fundraising $0.01
Program efficiency
87%
of spending reaches programs
Operating runway
8.1mo
months of highly liquid reserves at operating expense rate
Surplus margin
+35%
revenue over expenses, this year

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Summary of the Filing

Part I · fiscal year 2023 · Form 990
Total assets
$379K
FY2023▲ +130%
Total liabilities
$13K
FY2023▼ -44%
Revenue less expensesPt I · Ln 19$218K
Total assetsPt X · Ln 16$379K
Program-expense ratioPt IX · col B87%
Voting members of governing bodyPt I · Ln 35
Independent voting membersPt I · Ln 45

Identity & Classification

Form 990 Header · IRS Business Master File
Legal name (IRS)Hdr · item CAbilitree
EINHdr · item D93-0823952
Principal addressHdr · item CBend, OR
WebsiteHdr · item Jwww.abilitree.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MOR
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFJul 1984

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a5
Independent voting membersPt VI · Ln 1b5
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Executive Di
$85,000Pt VII · Sec A
Director
$0Pt VII · Sec A
Vice-Preside
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Travis Forrest$137,707$85,000$40,800——
James Arciniega$128,875————
Greg Sublett———$59,793$68,637
Gary Sublett——$16,963——

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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Mission & Programs · Part III

Where the work happens

1 program service account for $359K of program spending, described in the organization's own filed words · FY2023.
01

The program provides independent living services for disabled individuals and their families including opportunities for employment. Services include social security disability claims representation, individual supported employment, small group employment, day support activities, assistance for individuals seeking to return to the…

$359Kprogram expense

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Statement of Revenue

Part VIII
Contributions & grants$574K · 91%
Program service revenue$22K · 4%
Investment income$22K · 3%
Other revenue$13K · 2%
Contributions & grants91%$574K
Program service revenue4%$22K
Investment income3%$22K
Other revenue2%$13K
— government grantsLn 1e$412K
Total revenueLn 12$631K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.87 Management & general $0.12 Fundraising $0.01
Program services87%$359K
Management & general12%$50K
Fundraising1%$4K
Total functional expensesLn 25$413K

Balance Sheet

Part X · end of year
CashLn 1$280K
Total assetsLn 16$379K
Total liabilitiesLn 26$13K
Total net assetsLn 32$367K
Months of cash on handcomputed8.1

Financial Metrics

Form 990 · FY2023 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $280K · Operating expenses/yr $413K
8.1 months
Where the money goes
Program services
Program services $359K · Total expenses $413K
87%
Management & General
Management & general $50K · Total expenses $413K
12%
Fundraising
Fundraising $4K · Total expenses $413K
0.9%
Cost to raise $1
Fundraising expense (3-yr avg) $6K · Solicited contributions (3-yr avg) $65K
$0.09 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $574K · Total revenue $631K
91%
Government reliance
Government grants $412K · Total revenue $631K
65%
Earned-income share
Program service revenue $22K · Total revenue $631K
4%
Investment reliance
Investment income $22K · Total revenue $631K
+3%
Program self-sufficiency
Program service revenue $22K · Total expenses $413K
5%
Growth & trend
Revenue growth (YoY)
This year $631K · Prior year $486K
+30%
Net-asset trend (YoY)
End of year $367K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $631K · Expenses $413K
+35%
Liabilities-to-Assets
Total liabilities — · Total assets $379K
—
Net-asset ratio
Net assets $367K · Total assets $379K
97%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $379K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Travis Forrest · Reported title EXECUTIVE DI · Highest reported compensation $85K · Total expenses $413K
21%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $318K · Total expenses $413K
77%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 87%——
Overhead ratio 12%——
Fundraising cost ratio 0.7%——
Revenue growth 30%——
Investment management fee ratio 0.5%——
Accounting fee ratio 0.6%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 2 funders$73K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$658K revenue · ⤓ 990 PDF
FY2023$631K revenue · viewing · ⤓ 990 PDF
FY2022$486K revenue · ⤓ 990 PDF
FY2021$745K revenue · ⤓ 990 PDF
FY2020$689K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2023IRS
Classification, formation year, addressIRS Business Master File
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