Civic Intelligence

Forth Mobility Fund

990EZ • Fiscal year 2017 • EIN 45-4726335

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 08, 2018

1450 NW 18th Street Suite 240Portland, OR 97209

(503) 724-8670

Siviq Scores

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

Liabilities / Assets

89th percentile

0.49x

Higher debt load relative to assets than 89% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

98th percentile

2.34x

Higher debt load relative to revenue than 98% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-1140%

Higher net margin than 1% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

5th percentile

-68%

Faster asset growth than 5% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-93%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$163,432

Down $345,902 (-68%) from 2016

Net Assets

Down

$82,562

Down $393,119 (-83%) from 2016

Liabilities

Up

$80,870

Up $47,217 (+140%) from 2016

Revenue

Down

$34,499

Down $470,501 (-93%) from 2016

Expenses

Up

$427,618

Up $308,613 (+259%) from 2016

Net Income

Down

-$393,119

Down $779,114 (-202%) from 2016

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2014: $55,000Liabilities 2014: $4,959Net Assets 2014: $50,0412014Assets 2015: $120,503Liabilities 2015: $30,817Net Assets 2015: $89,6862015Assets 2016: $509,334Liabilities 2016: $33,653Net Assets 2016: $475,6812016Assets 2017: $163,432Liabilities 2017: $80,870Net Assets 2017: $82,5622017Assets 2018: $870,846Liabilities 2018: $131,401Net Assets 2018: $739,4452018Assets 2019: $1,037,507Liabilities 2019: $100,517Net Assets 2019: $936,9902019Assets 2020: $1,328,191Liabilities 2020: $185,796Net Assets 2020: $1,142,3952020Assets 2021: $1,237,318Liabilities 2021: $123,140Net Assets 2021: $1,114,1782021Assets 2022: $5,883,625Liabilities 2022: $4,108,698Net Assets 2022: $1,774,9272022Assets 2023: $1,536,250Liabilities 2023: $673,177Net Assets 2023: $863,0732023Assets 2024: $4,482,891Liabilities 2024: $2,545,669Net Assets 2024: $1,937,2222024

Highlighted filing

2017

Assets$163,432
Liabilities$80,870
Net Assets$82,562

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2014: $55,000Expenses 2014: $4,959Net Income 2014: $50,0412014Revenue 2015: $175,000Expenses 2015: $135,355Net Income 2015: $39,6452015Revenue 2016: $505,000Expenses 2016: $119,005Net Income 2016: $385,9952016Revenue 2017: $34,499Expenses 2017: $427,618Net Income 2017: -$393,1192017Revenue 2018: $1,101,396Expenses 2018: $444,513Net Income 2018: $656,8832018Revenue 2019: $1,583,655Expenses 2019: $1,386,410Net Income 2019: $197,2452019Revenue 2020: $2,010,537Expenses 2020: $1,805,132Net Income 2020: $205,4052020Revenue 2021: $1,867,826Expenses 2021: $1,896,043Net Income 2021: -$28,2172021Revenue 2022: $7,054,765Expenses 2022: $6,394,016Net Income 2022: $660,7492022Revenue 2023: $9,289,129Expenses 2023: $10,200,983Net Income 2023: -$911,8542023Revenue 2024: $21,778,604Expenses 2024: $20,689,372Net Income 2024: $1,089,2322024

Highlighted filing

2017

Revenue$34,499
Expenses$427,618
Net Income-$393,119
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 8, 2018
Return Version
2017v2.2
Gross Receipts
$34,499
Mission and Program Overview

Mission

Our mission is to electrify transportation by bringing people together to create solutions that reduce pollution and barriers to access.

To illustrate how electric vehicles and other smart transportation choices can improve environmental quality and strengthen oregon's economy.

Program Services

DescriptionGrantsExpenses
DEMONSTRATE EQUITABLE TRANSPORTATION OPTIONS THE ORGANIZATION WORKS TO BRING THE BENEFITS OF ELECTRIC AND SMART MOBILITY TO TRADITIONALLY UNDERSERVED COMMUNITIES. DURING 2017, THE ORGANIZATION CONTINUED TO BUILD A NETWORK OF COMMUNITY-BASED ORGANIZATIONS, CONDUCTED COMMUNITY OUTREACH, AND LAUNCHED PROJECTS TO BRING SHARED ELECTRIC VEHICLES AND SHARED ELECTRIC BIKES TO LOW-INCOME COMMUNITIES TO TEST NEW MOBILITY OPTIONS. THE ORGANIZATION ALSO WORKED WITH PARTNERS TO CONDUCT A UNIQUE COMMUNITY-BASED NEEDS ASSESSMENT FOR NEW MOBILITY OPTIONS IN TRADITIONALLY UNDERSERVED COMMUNITIES.$264,553-
ORGANIZE SUPPORT FOR ELECTRIC AND SMART MOBILITY THE ORGANIZATION ORGANIZES AND SUPPORTS A DIVERSE NETWORK OF STAKEHOLDERS WORKING TOGETHER TO ADVANCE ELECTRIC AND SMART MOBILITY THROUGH EDUCATION, OUTREACH, PROMOTION, AND POLICY. THE ORGANIZATION GIVES A VOICE TO THE ELECTRIC AND SMART MOBILITY INDUSTRY IN LOCAL, STATE, REGIONAL, AND FEDERAL POLICY DISCUSSIONS. DURING 2017, THE ORGANIZATION SUPPORTED SUCCESSFUL EFFORTS TO CREATE AND IMPLEMENT A NEW ELECTRIC VEHICLE PURCHASE INCENTIVE IN OREGON WHICH INCLUDED AN ADDITIONAL INCENTIVE FOR LOW-INCOME HOUSEHOLDS. THE ORGANIZATION ALSO HELPED STRENGTHEN REGULATORY POLICIES THAT SUPPORT GREATER UTILITY INVOLVEMENT IN CLEAN MOBILITY.$163,065-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFF ALLENExecutive Direc-$0--
AMY HILLMANPresident-$0--
BARRY WOODSSecretary-$0--
JOHN MACARTHURTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Forth Mobility Fund
EIN
45-4726335
Phone
5037248670
Address
1450 NW 18th Street Suite 240, Portland, OR 97209

Signing Officer

Name
Jeff Allen
Title
Executive Director
Signed
2018-10-08
Discuss with paid preparer
Yes

Preparer

Firm
Kern & Thompson LLC
Address
1800 SW First Avenue Suite 410, Portland, OR 97201
Preparer
Cheryl L Morgan CPA
Phone
5032223338
Supplemental Narrative

Additional Explanations

Other Revenue.1

OTHER INCOME $1499

Other Assets.1006

Pledges and Grants Receivable - Beginning $220000 Pledges and Grants Receivable - Ending $0

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $33653 Accounts Payable and Accrued Expenses - Ending $80870

Changes to Organizing or Governing Documents

The organization's name changed from drive oregon foundation to forth mobility fund.

Raw XML Appendix162 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ORGANIZE SUPPORT FOR ELECTRIC AND SMART MOBILITY THE ORGANIZATION ORGANIZES AND SUPPORTS A DIVERSE NETWORK OF STAKEHOLDERS WORKING TOGETHER TO ADVANCE ELECTRIC AND SMART MOBILITY THROUGH EDUCATION, OUTREACH, PROMOTION, AND POLICY. THE ORGANIZATION GIVES A VOICE TO THE ELECTRIC AND SMART MOBILITY INDUSTRY IN LOCAL, STATE, REGIONAL, AND FEDERAL POLICY DISCUSSIONS. DURING 2017, THE ORGANIZATION SUPPORTED SUCCESSFUL EFFORTS TO CREATE AND IMPLEMENT A NEW ELECTRIC VEHICLE PURCHASE INCENTIVE IN OREGON WHICH INCLUDED AN ADDITIONAL INCENTIVE FOR LOW-INCOME HOUSEHOLDS. THE ORGANIZATION ALSO HELPED STRENGTHEN REGULATORY POLICIES THAT SUPPORT GREATER UTILITY INVOLVEMENT IN CLEAN MOBILITY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME $1499
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Pledges and Grants Receivable - Beginning $220000 Pledges and Grants Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Accounts Payable and Accrued Expenses - Beginning $33653 Accounts Payable and Accrued Expenses - Ending $80870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S NAME CHANGED FROM DRIVE OREGON FOUNDATION TO FORTH MOBILITY FUND.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Changes to Organizing or Governing Documents
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF ALLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Forth Mobility Fund
ReturnHeader/Filer/BusinessNameControlTxt0FORT
ReturnHeader/Filer/EIN0454726335
ReturnHeader/Filer/PhoneNum05037248670
ReturnHeader/Filer/USAddress/AddressLine1Txt01450 NW 18th Street Suite 240
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097209
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931157146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kern & Thompson LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01800 SW First Avenue Suite 410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097201
ReturnHeader/PreparerPersonGrp/PhoneNum05032223338
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cheryl L Morgan CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-12T15:41:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings