Civic Intelligence

Forward Stride

990 • Fiscal year 2023 • EIN 32-0082786

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 12, 2024

23839 SW Daniel RdBeaverton, OR 97078

(503) 217-2058

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

87th percentile

0.63x

Higher debt load relative to assets than 87% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

92nd percentile

1.76x

Higher debt load relative to revenue than 92% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

58th percentile

$79,427

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

96th percentile

145%

Faster asset growth than 96% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

32nd percentile

-3.9%

Faster revenue growth than 32% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$3,516,128

Up $2,079,123 (+145%) from 2022

Net Assets

Down

$1,312,252

Down $36,662 (-2.7%) from 2022

Liabilities

Up

$2,203,876

Up $2,115,785 (+2402%) from 2022

Revenue

Down

$1,251,393

Down $50,653 (-3.9%) from 2022

Expenses

Up

$1,406,542

Up $162,505 (+13%) from 2022

Net Income

Down

-$155,149

Down $213,158 (-367%) from 2022

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

2023

Assets$3,516,128
Liabilities$2,203,876
Net Assets$1,312,252

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

2023

Revenue$1,251,393
Expenses$1,406,542
Net Income-$155,149
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 12, 2024
Return Version
2022v5.0
Gross Receipts
$1,284,684
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$939,128$3,199,782▲ $2,260,654
Cash and Non-Interest-Bearing Accounts$491,688$282,568▼ $209,120
Accounts Receivable$3,922$33,778▲ $29,856
Prepaid Expenses and Deferred Charges$2,267--
Total Assets$1,437,005$3,516,128▲ $2,079,123
Liabilities
Other Liabilities-$2,131,799-
Accounts Payable and Accrued Expenses$63,988$66,300▲ $2,312
Deferred Revenue$24,103$5,777▼ $18,326
Total Liabilities$88,091$2,203,876▲ $2,115,785
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,193,090$1,112,909▼ $80,181
Net Assets With Donor Restrictions$155,824$199,343▲ $43,519
Total Net Assets Fund Balance$1,348,914$1,312,252▼ $36,662
Total Liabilities and Net Assets / Fund Balance$1,437,005$3,516,128▲ $2,079,123

Asset Categories

AssetBook ValueDepreciationBasis
Land$2,269,945-$2,269,945
Leasehold Improvements$866,858$343,924$1,210,782
Equipment$43,013$72,092$115,105
Other Land Buildings$19,966$20,214$40,180
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amber VarnerExecutive DiFT$78,736$691$79,427
Michael FevesDirector-$78,000-$78,000

Board Members and Trustees

NameTitle
Rena SnyderChair
Chris FevesDirector
Gwyn HildenDirector
Helena LulayDirector
Jim AndersonDirector
John SpenceDirector
Kara Martin-bejeirDirector
Melody FinnSecretary
Susan SjordalTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$606,721
Program Service Revenue
$629,133
Investment Income
$-2,471
Other Revenue
$18,010
All Other Contributions
$458,267
Change in Net Assets
$-155,149

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 AmountValuation Method
Other Non Cash Contri Table161$47,392Fair Market Value (FMV) Estimated by Donor
Other Non Cash Contri Table3$14,499Fair Market Value (FMV) Estimated by Donor
Total Noncash Contributions164$61,891-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,251,393
Revenue Not Reported on Form 990
$238,784
Total Revenue per Audited Statements
$1,490,177
Total Revenue per Form 990
$1,251,393
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$720,025
Other Expenses$686,517
Total Fundraising Expense$115,974
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$416,259$91,313$52,423$559,995
Depreciation Depletion$98,292$21,562$12,379$132,233
Current Officers, Directors, Trustees, and Key Employees$58,527$12,839$7,371$78,737
Payroll Taxes$54,606$12,275$6,636$73,517
Interest$51,509--$51,509
Insurance$43,335--$43,335
Office Expenses$26,343$46$7,934$34,323
Other Expenses$19,329$20$3,626$22,975
Travel$18,053$165-$18,218
Occupancy$16,300--$16,300
All Other Expenses$10,843$4,359-$15,202
Fees for Services Other$7,940--$7,940
Other Employee Benefits$5,780$1,268$728$7,776
Total Functional Expenses$1,146,721$143,847$115,974$1,406,542

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,645,326
Expenses per Audited Statements$1,406,542
Total Expenses per Form 990$1,406,542
Expenses Not Reported on Form 990$238,784
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$29,120
Fundraising Gross Income$20,700
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$169,154$20,700$15,256$5,444
Total Events$169,154$20,700$29,120$-8,420
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Board MembersFacility Lease PaymeNo$78,000
-Exec DirTack RentalNo$2,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Financing Lease Liability$2,131,799
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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

Mike feves chris feves board member board member spouses

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

The 990 is reviewed and approved by the board prior to filing.

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

All directors must disclose potential conflicts of interest

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

Executive director compensation is determined and approved by the board.

Form 990, Page 6, Part VI, Line 19

Governing documents and financial information is available upon request

Filing and Contact Details

Filer

Filer Name
Forward Stride
EIN
32-0082786
Phone
5032172058
Address
23839 SW DANIEL RD, BEAVERTON, OR 97078

Signing Officer

Name
Susan Sjordal
Title
Treasurer
Phone
5035902959
Signed
2024-04-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rena Snyder
Formed
2004
Legal Domicile
Or
Voting Board Members
10
Independent Board Members
10
Employees
40
Volunteers
200

Preparer

Firm
Dougall Conradie LLC
Address
9400 SW BARNES RD 309, PORTLAND, OR 97225-6658
Preparer
Rich Winkel
Phone
9712499920
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

Inclusive equestrian sports (riding, horsemanship, and vaulting) in our riding and horsemanship program, children and adults of all abilities have opportunities to develop horsemanship skills, fitness, and self-confidence through horseback riding lessons. Our model connects horsemanship with life skills in a safety-first environment. This adaptive program includes lessons in basic ground work, horse handling, riding, dressage, western and jumping. We served 100-125 clients per week, about 60 percent of whom were children. Approximately 70 percent of our clients self-identify as having a physical, cognitive, or emotional diagnosis. In our equestrian vaulting program, clients of all abilities learn how to combine gymnastics and dance in partnership while atop a moving horse. We accentuate partnership with the horse, teammates, longueur, and coach. We served 30 to 40 clients a week, 70% of whom were children. Approximately, 70% percent of these clients self-identify as having a diagnosis. Weekly sessions are held year round, with the exception of 1 or 2 weeks of break at the end of each quarterly session.

Form 990, Page 2, Part III, Line 4B

Clinical services (rehabilitative services and equine facilitated psychotherapy) our rehabilitative services (hippotherapy) program is therapy for people with physical and developmental challenges. Our licensed and highly trained therapists provide physical therapy, occupational therapy, and speech and language pathology. Each clinician uses the uniquely therapeutic and challenging movement of the horse to add to the other benefits and modalities of their field of expertise. We served 17-21 clients each week, for a total of 34 lives touched throughout the year. We also partnered with providence to provide occupational therapy to 12 individuals. Our equine facilitated psychotherapy (efp) is therapy for personal growth and treatment for those with mental health diagnoses. Sessions are available for adults, adolescents, and children, which can take place in an individual, family, or group therapy setting. We served 10-15 clients each week, for a total of 33 lives touched throughout the year. A sub program of our efp program is our mentoring program. Youth between the ages of 6 and 18 who are in the foster system are paired with trained mentors and horses that they meet with weekly. Starting in the 2022 school year, we are providing services to 9 mentees per week. Weekly sessions are held year round, with the exception of 1 or 2 weeks of break at the end of each quarterly session.

Form 990, Page 2, Part III, Line 4D

Personal development (volunteer, professional development, equine facilitated learning) our volunteer program provides opportunities for everyone over the age of 12 to give back to our organization and learn new skills. We had between 125 and 150 volunteers per week and about 200 total individuals throughout the year. These volunteers help with our clinical services, inclusive equestrian sports and assist with caring for our herd of therapy horses and ponies. As covid-19 protocols diminished we were able to go back to full capacity for our volunteers. Our professional development program continued to provide mentoring to 1 path intl. Certified therapeutic riding instructor. We also hosted a path intl. Equine specialist in mental health and learning workshop and certification that 9 of our staff attended. Equine assisted learning (eal) is an experiential learning approach that promotes the development of life skills for educational, professional and personal goals through equine-assisted activities. Some of the learning included communication, body language, group dynamics and problem solving. We partnered with 2 different school programs, victory academy and benson polytechnic high school. We served 15 youth through these partnerships. We also partnered with nara (native american rehabilitation association). Youth from their residential treatment program came twice a week through the year and we served 45 youth total. One final partnership we had was with the janus youth program and maclaren youth correctional facility. We spent 6 weeks taking two horses to maclaren youth correctional facility providing groundwork and horsemanship skills to 8 youth.

Form 990, Part XI, Line 9

Fundraising expenses 29,120 loss on sale of assets 0 financial statements 0 fundraising expense -29,120 loss on sale of assets 0

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Fundraising expenses 29,120 loss on sale of assets 0

Schedule D, Page 4, Part XI, Line 4B

FINANCIAL STATEMENTS 0

Schedule D, Page 4, Part XII, Line 2D

Fundraising expense 29,120 loss on sale of assets 0

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IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
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IRS990/MissionDesc0FORWARD STRIDE IS DEDICATED TO IMPROVING LIVES THROUGH INDIVIDUALIZED PROGRAMS ROOTED IN EQUINE ASSISTED ACTIVITIES AND THERAPIES (EAAT).
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IRS990/ProgSrvcAccomActy2Grp/Desc0CLINICAL SERVICES (REHABILITATIVE SERVICES AND EQUINE FACILITATED PSYCHOTHERAPY) OUR REHABILITATIVE SERVICES (HIPPOTHERAPY) PROGRAM IS THERAPY FOR PEOPLE WITH PHYSICAL AND DEVELOPMENTAL CHALLENGES. OUR LICENSED AND HIGHLY TRAINED THERAPISTS PROVIDE PHYSICAL THERAPY, OCCUPATIONAL THERAPY, AND SPEECH AND LANGUAGE PATHOLOGY. EACH CLINICIAN USES THE UNIQUELY THERAPEUTIC AND CHALLENGING MOVEMENT OF THE HORSE TO ADD TO THE OTHER BENEFITS AND MODALITIES OF THEIR FIELD OF EXPERTISE. WE SERVED 17-21 CLIENTS EACH WEEK, FOR A TOTAL OF 34 LIVES TOUCHED THROUGHOUT THE YEAR. WE ALSO PARTNERED WITH PROVIDENCE TO PROVIDE OCCUPATIONAL THERAPY TO 12 INDIVIDUALS. OUR EQUINE FACILITATED PSYCHOTHERAPY (EFP) IS THERAPY FOR PERSONAL GROWTH AND TREATMENT FOR THOSE WITH MENTAL HEALTH DIAGNOSES. SESSIONS ARE AVAILABLE FOR ADULTS, ADOLESCENTS, AND CHILDREN, WHICH CAN TAKE PLACE IN AN INDIVIDUAL, FAMILY, OR GROUP THERAPY SETTING. WE SERVED 10-15 CLIENTS EACH WEEK, FOR A TOTAL OF 33 LIVES TOUCHED THROUGHOUT THE YEAR. A SUB PROGRAM OF OUR EFP PROGRAM IS OUR MENTORING PROGRAM. YOUTH BETWEEN THE AGES OF 6 AND 18 WHO ARE IN THE FOSTER SYSTEM ARE PAIRED WITH TRAINED MENTORS AND HORSES THAT THEY MEET WITH WEEKLY. STARTING IN THE 2022 SCHOOL YEAR, WE ARE PROVIDING SERVICES TO 9 MENTEES PER WEEK. WEEKLY SESSIONS ARE HELD YEAR ROUND, WITH THE EXCEPTION OF 1 OR 2 WEEKS OF BREAK AT THE END OF EACH QUARTERLY SESSION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0307090
IRS990/ProgSrvcAccomActy3Grp/Desc0NEW BUILD/FACILITY WE TOOK THIS YEAR TO MAKE IMPROVEMENTS UPON EXISTING INFRASTRUCTURE. WE ADDED MUD FREE ZONES TO ALL OF OUR EXISTING PASTURES, CREATED 3 NEW PASTURES, AND ERECTED THE FENCING FOR OUR OUTDOOR ARENA SPACE. ALL OF THESE CHANGES HAVE ADDED TO THE GOOD HEALTH OF OUR HERD, REDUCED COSTS FOR BEDDING AND STALL CLEANING, AND ALLOWED FOR LARGER CAPACITY IN THE SUMMER MONTHS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt09354
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PERSONAL DEVELOPMENT (VOLUNTEER, PROFESSIONAL DEVELOPMENT, EQUINE FACILITATED LEARNING) OUR VOLUNTEER PROGRAM PROVIDES OPPORTUNITIES FOR EVERYONE OVER THE AGE OF 12 TO GIVE BACK TO OUR ORGANIZATION AND LEARN NEW SKILLS. WE HAD BETWEEN 125 AND 150 VOLUNTEERS PER WEEK AND ABOUT 200 TOTAL INDIVIDUALS THROUGHOUT THE YEAR. THESE VOLUNTEERS HELP WITH OUR CLINICAL SERVICES, INCLUSIVE EQUESTRIAN SPORTS AND ASSIST WITH CARING FOR OUR HERD OF THERAPY HORSES AND PONIES. AS COVID-19 PROTOCOLS DIMINISHED WE WERE ABLE TO GO BACK TO FULL CAPACITY FOR OUR VOLUNTEERS. OUR PROFESSIONAL DEVELOPMENT PROGRAM CONTINUED TO PROVIDE MENTORING TO 1 PATH INTL. CERTIFIED THERAPEUTIC RIDING INSTRUCTOR. WE ALSO HOSTED A PATH INTL. EQUINE SPECIALIST IN MENTAL HEALTH AND LEARNING WORKSHOP AND CERTIFICATION THAT 9 OF OUR STAFF ATTENDED. EQUINE ASSISTED LEARNING (EAL) IS AN EXPERIENTIAL LEARNING APPROACH THAT PROMOTES THE DEVELOPMENT OF LIFE SKILLS FOR EDUCATIONAL, PROFESSIONAL AND PERSONAL GOALS THROUGH EQUINE-ASSISTED ACTIVITIES. SOME OF THE LEARNING INCLUDED COMMUNICATION, BODY LANGUAGE, GROUP DYNAMICS AND PROBLEM SOLVING. WE PARTNERED WITH 2 DIFFERENT SCHOOL PROGRAMS, VICTORY ACADEMY AND BENSON POLYTECHNIC HIGH SCHOOL. WE SERVED 15 YOUTH THROUGH THESE PARTNERSHIPS. WE ALSO PARTNERED WITH NARA (NATIVE AMERICAN REHABILITATION ASSOCIATION). YOUTH FROM THEIR RESIDENTIAL TREATMENT PROGRAM CAME TWICE A WEEK THROUGH THE YEAR AND WE SERVED 45 YOUTH TOTAL. ONE FINAL PARTNERSHIP WE HAD WAS WITH THE JANUS YOUTH PROGRAM AND MACLAREN YOUTH CORRECTIONAL FACILITY. WE SPENT 6 WEEKS TAKING TWO HORSES TO MACLAREN YOUTH CORRECTIONAL FACILITY PROVIDING GROUNDWORK AND HORSEMANSHIP SKILLS TO 8 YOUTH.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 119,785
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSES 29,120 LOSS ON SALE OF ASSETS 0
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FINANCIAL STATEMENTS 0
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXPENSE 29,120 LOSS ON SALE OF ASSETS 0
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 2D
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