Civic Intelligence

Forward Stride

990 • Fiscal year 2016 • EIN 32-0082786

Jul 01, 2015 to Jun 30, 2016 • Filed on Jun 29, 2017

18218 SW Horse Tale DriveBeaverton, OR 97007

(503) 590-2959

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$316,746

No earlier filing loaded for comparison.

Net Assets

$258,686

No earlier filing loaded for comparison.

Liabilities

$58,060

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

$773,918

No earlier filing loaded for comparison.

Expenses

$505,551

No earlier filing loaded for comparison.

Net Income

$268,367

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2016: $316,746Liabilities 2016: $58,060Net Assets 2016: $258,6862016Assets 2017: $2,024,477Liabilities 2017: $1,142,277Net Assets 2017: $882,2002017Assets 2018: $381,831Liabilities 2018: $149,036Net Assets 2018: $232,7952018Assets 2019: $1,002,478Liabilities 2019: $146,122Net Assets 2019: $856,3562019Assets 2020: $1,262,889Liabilities 2020: $319,180Net Assets 2020: $943,7092020Assets 2021: $1,531,357Liabilities 2021: $242,609Net Assets 2021: $1,288,7482021Assets 2022: $1,437,005Liabilities 2022: $88,091Net Assets 2022: $1,348,9142022Assets 2023: $3,516,128Liabilities 2023: $2,203,876Net Assets 2023: $1,312,2522023Assets 2024: $3,417,429Liabilities 2024: $2,207,311Net Assets 2024: $1,210,1182024

Highlighted filing

2016

Assets$316,746
Liabilities$58,060
Net Assets$258,686

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2016: $773,918Expenses 2016: $505,551Net Income 2016: $268,3672016Revenue 2017: $1,445,691Expenses 2017: $841,337Net Income 2017: $604,3542017Revenue 2018: $355,642Expenses 2018: $1,005,047Net Income 2018: -$649,4052018Revenue 2019: $1,597,113Expenses 2019: $973,552Net Income 2019: $623,5612019Revenue 2020: $1,191,647Expenses 2020: $1,104,294Net Income 2020: $87,3532020Revenue 2021: $1,527,275Expenses 2021: $1,182,236Net Income 2021: $345,0392021Revenue 2022: $1,302,046Expenses 2022: $1,244,037Net Income 2022: $58,0092022Revenue 2023: $1,251,393Expenses 2023: $1,406,542Net Income 2023: -$155,1492023Revenue 2024: $1,318,162Expenses 2024: $1,420,296Net Income 2024: -$102,1342024

Highlighted filing

2016

Revenue$773,918
Expenses$505,551
Net Income$268,367
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jun 29, 2017
Return Version
2015v3.0
Gross Receipts
$820,820
Mission and Program Overview

Mission

Forward Stride is dedicated to improving lives through individualized programs rooted in equine assisted activities and therapies (EAAT)

Forward stride is dedicated to improving lives through individualized programs rooted in equine assisted activities and therapies (eaat).

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$18,445$190,247▲ $171,802
Other Notes and Loans Receivable, Net-$89,500-
Cash and Non-Interest-Bearing Accounts$14,267$20,539▲ $6,272
Accounts Receivable$20,938$14,628▼ $6,310
Prepaid Expenses and Deferred Charges$1,721$1,832▲ $111
Inventories for Sale or Use$470--
Total Assets$55,841$316,746▲ $260,905
Liabilities
Accounts Payable and Accrued Expenses$36,715$44,493▲ $7,778
Deferred Revenue$28,507$13,267▼ $15,240
Other Liabilities$300$300→ $0
Total Liabilities$65,522$58,060▼ $7,462
Net Assets / Fund Balance
Unrestricted Net Assets$-9,882$152,888▲ $162,770
Temporarily Rstr Net Assets$201$105,798▲ $105,597
Total Net Assets Fund Balance$-9,681$258,686▲ $268,367
Total Liabilities and Net Assets / Fund Balance$55,841$316,746▲ $260,905

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$137,505-$137,505
Equipment$52,742$65,286$118,028
Compensation and Service Providers

Board Members and Trustees

NameTitle
Frank DufayBoard Member
Greg BarfieldBoard Member
Jennifer BarfieldBoard Member
Joe ShallenburgerBoard Member
Julie BaughBoard Member
Melody FinnBoard Member
Robin CookBoard Member
Traci WheelerBoard Member
Chip AdamsBoard Presid
Amber VarnerAsst. Execut
Jason BurdgeExecutive Di
Rena SnyderSecretary
Robin AdamsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$459,107
Program Service Revenue
$305,832
Investment Income
$0
Other Revenue
$8,979
All Other Contributions
$126,242
Change in Net Assets
$268,367

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table2$123,540
Total Noncash Contributions2$123,540
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$263,162
Other Expenses$242,389
Total Fundraising Expense$36,441
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$184,703$26,317$30,698$241,718
Fees for Services Other$129,121--$129,121
Occupancy$57,684$1,845$1,845$61,374
Payroll Taxes$16,505$2,099$2,770$21,374
Office Expenses$18,137$387$215$18,739
Insurance$17,579$522$522$18,623
Depreciation Depletion$7,049$225$225$7,499
Travel$2,401$50$50$2,501
Fees for Services Accounting$1,699$54$54$1,807
Conferences and Meetings$883$6$6$895
Advertising$308$10$10$328
Other Employee Benefits-$70-$70
Other Expenses$47$2$2$51
Total Functional Expenses$437,479$31,631$36,441$505,551
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$49,969
Fundraising Direct Expenses$46,220
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cowgirl Ball$111,899$42,957$21,114$21,843
Other Events$230,499$7,012$1,145$5,867
Total Events$382,834$49,969$22,597$27,372
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rental Deposits$300
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Chip adams robin adams board pres. Treasurer married greg barfield jennifer barfield board member board member married

Form 990, Page 6, Part VI, Line 11B

Review was conducted by finance committee which is appointed by the board of directors.

Form 990, Page 6, Part VI, Line 12C

Enforced regularly by governing body.

Form 990, Page 6, Part VI, Line 15A

The board of directors establishes an employment contract with the executive director, determining compensation based on comparables for regional organization and forward stride's ability to pay.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Forward Stride
EIN
32-0082786
Phone
5035902959
Address
18218 SW HORSE TALE DRIVE, BEAVERTON, OR 97007

Signing Officer

Name
Jason Burdge
Title
Executive Director
Phone
5035902959
Signed
2017-06-29

Organization Details

Principal Officer
Jason Burdge
Formed
2004
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
26
Volunteers
297

Preparer

Firm
Merina & Company Llp
Address
5499 AMY ST, WEST LINN, OR 97068-3320
Preparer
Tonya Moffitt
Phone
5037230300
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Professional horse care 25,400 0 0 professional horse care 1,160 0 0 professional horse care 95,354 0 0 client assistance/scholarship 120 0 0 client assistance/scholarship 4,288 0 0 client assistance/scholarship 484 0 0 bad debt expense 830 0 0 bad debt expense 1,485 0 0

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IRS990/ProgSrvcAccomActy2Grp/Desc0OUR VETERANS PROGRAM OFFERS RETURNING MILITARY PERSONNEL OPPORTUNITIES TO PARTICIPATE IN THERAPEUTIC RIDING INSTRUCTION WITH THEIR PEERS-FREE OF CHARGE. WE ARE CURRENTLY SERVING SEVERAL VETERANS AS WE WORK WITH THE VA HOSPITALS THERAPEUTIC RECREATION PROGRAM TO EXPAND THE NUMBERS WE SERVE. WEEKLY SESSIONS ARE HELD YEAR-ROUND, WITH A WEEK-LONG BREAK AT THE COMPLETION OF EACH QUARTER.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06464
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02530
IRS990/ProgSrvcAccomActy3Grp/Desc0OUR INCLUSIVE RIDING PROGRAM HELPS CHILDREN AND ADULTS OF ALL ABILITIES, INCLUDING THOSE WITH SPECIAL NEEDS, DEVELOP HORSEMANSHIP SKILLS, FITNESS, AND SELF-CONFIDENCES. THROUGH THIS PROGRAM WE SERVE SOME 140 CLIENTS EACH WEEK, MORE THAN HALF OF WHOM ARE DEALING WITH PHYSICAL, DEVELOPMENTAL, OR EMOTIONAL CHALLENGES. WEEKLY SESSIONS ARE HELD YEAR-ROUND, WITH A WEEK-LONG BREAK AT THE COMPLETION OF EACH QUARTER.
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0248105
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IRS990/PYContributionsGrantsAmt0140092
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0245482
IRS990/PYOtherRevenueAmt024977
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IRS990/PYRevenuesLessExpensesAmt0-16679
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IRS990/PYTotalExpensesAmt0534717
IRS990/PYTotalRevenueAmt0518038
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IRS990/QuidProQuoContriDisclInd0true
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IRS990/RentalIncomeOrLossGrp/RealAmt05700
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt055197
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0459107
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0140092
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0129815
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0111276
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt097049
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0937339
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0311744
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0359598
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0348268
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0343005
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0338812
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01701427
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt049969
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt038156
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt041059
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt033579
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt051765
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0214528
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IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0820820
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0537846
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0519142
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0487860
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0487626
IRS990ScheduleA/Total509Grp/TotalAmt02853294
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0820820
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0537846
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0519142
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0487860
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0487626
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02853294
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt052742
IRS990ScheduleD/EquipmentGrp/DepreciationAmt065286
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0118028
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0137505
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0137505
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RENTAL DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0190247
IRS990ScheduleD/TotalLiabilityAmt0300
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0332865
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0223487
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt068942
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt040436
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022597
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0OTHER EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COWGIRL BALL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0230499
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0111899
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt040436
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0382834
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07012
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt042957
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt049969
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027372
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0338
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt022597
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01145
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt021114
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt02
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt0123540
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHIP ADAMS ROBIN ADAMS BOARD PRES. TREASURER MARRIED GREG BARFIELD JENNIFER BARFIELD BOARD MEMBER BOARD MEMBER MARRIED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEW WAS CONDUCTED BY FINANCE COMMITTEE WHICH IS APPOINTED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ENFORCED REGULARLY BY GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS ESTABLISHES AN EMPLOYMENT CONTRACT WITH THE EXECUTIVE DIRECTOR, DETERMINING COMPENSATION BASED ON COMPARABLES FOR REGIONAL ORGANIZATION AND FORWARD STRIDE'S ABILITY TO PAY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROFESSIONAL HORSE CARE 25,400 0 0 PROFESSIONAL HORSE CARE 1,160 0 0 PROFESSIONAL HORSE CARE 95,354 0 0 CLIENT ASSISTANCE/SCHOLARSHIP 120 0 0 CLIENT ASSISTANCE/SCHOLARSHIP 4,288 0 0 CLIENT ASSISTANCE/SCHOLARSHIP 484 0 0 BAD DEBT EXPENSE 830 0 0 BAD DEBT EXPENSE 1,485 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false

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