FORTH: Form 990EZ, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FORTH (EIN 45-4726335)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-12
- IRS object ID
- 201822859349201057
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-12T15:41:49-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 931157146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kern & Thompson LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 SW First Avenue Suite 410 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454726335 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forth Mobility Fund | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORT | BusinessNameControlTxt |
| Phone | 5037248670 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 NW 18th Street Suite 240 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF ALLEN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Signature | 2018-10-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cheryl L Morgan CPA | PreparerPersonNm |
| PTIN | P00168869 | PTIN |
| Phone | 5032223338 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | forthmobility.org/mobility-fund | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $34,499 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $33,000 | ContributionsGiftsGrantsEtcAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Other Revenue Total | $1,499 | OtherRevenueTotalAmt |
| Total Revenue | $34,499 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $427,618 | FeesAndOtherPymtToIndCntrctAmt |
| Total Expenses | $427,618 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$393,119 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $475,681 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $82,562 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,334 | BOYAmt |
| EOY | $163,432 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,000 | BOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $509,334 | BOYAmt |
| EOY | $163,432 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,653 | BOYAmt |
| EOY | $80,870 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $475,681 | BOYAmt |
| EOY | $82,562 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | TO ILLUSTRATE HOW ELECTRIC VEHICLES AND OTHER SMART TRANSPORTATION CHOICES CAN IMPROVE ENVIRONMENTAL QUALITY AND STRENGTHEN OREGON'S ECONOMY. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt |
|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $427,618 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| JEFF ALLEN | ||
| EXECUTIVE DIREC | 1.00 | $0 |
| AMY HILLMAN | ||
| President | 1.00 | $0 |
| BARRY WOODS | ||
| Secretary | 1.00 | $0 |
| JOHN MACARTHUR | ||
| Treasurer | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | Yes (true) | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE ORGANIZATION | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 NW 18TH STREET SUITE 240 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5037248670 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Form720 Filed | false | Form720FiledInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $55,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $175,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $505,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,000 | CurrentTaxYearAmt |
| Total | $768,000 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $55,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $175,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $505,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,000 | CurrentTaxYearAmt |
| Total | $768,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $629,280 | SubstantialContributorsTotAmt |
| Public Support Total170 | $138,720 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $768,000 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $427,618 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $427,618 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $85,524 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $21,381 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $992 | CurrentYearMinus3Amt |
| Current Year Minus2 | $27,071 | CurrentYearMinus2Amt |
| Current Year Minus1 | $23,801 | CurrentYearMinus1Amt |
| Current Year | $85,524 | CurrentYearAmt |
| Total | $137,388 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $206,082 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $248 | CurrentYearMinus3Amt |
| Current Year Minus2 | $6,768 | CurrentYearMinus2Amt |
| Current Year Minus1 | $5,950 | CurrentYearMinus1Amt |
| Current Year | $21,381 | CurrentYearAmt |
| Total | $34,347 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $51,521 | GrassrootsCeilingAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |