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Nonprofit · EIN 93-0823952

ABILITREE

Tax-exempt · BEND, OR 97701

Financials

$631K$413K2023$658K$541K2024
Revenue Expenses · by fiscal year end
Financials of ABILITREE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$658,237$541,388$116,849$509,031$18,097$490,934
December 31, 2023990$631,130$413,266$217,864$379,209$12,585$366,624
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$651,206
of which government grants
$578,771
Program service revenue
$0
Investment income
$906
Net gain from sales of assets
$343
Other revenue
$6,125

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$137,707
Other salaries and wages
$239,194
Salaries, compensation and benefits (total)
$434,521
Professional fundraising fees
$0
Accounting fees
$5,540
Occupancy
$32,064
Travel
$3,862
Depreciation
$2,389
Program services (functional)
$424,869
Management and general (functional)
$95,456
Fundraising (functional)
$21,063

Balance sheet and other

Total assets, start of year
$379,209
Total assets, end of year
$509,031
Total liabilities, end of year
$18,097
Net assets, end of year
$490,934
Net assets without donor restrictions
$482,234
Net assets with donor restrictions
$8,700
Gross receipts
$658,237
Employees
7
Year formed
1981
State of legal domicile
OR

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
TRAVIS FORRESTEXECUTIVE DI
Officer
40$137,707
JAMES ARCINIEGAOPERATIONS D
Highest-paid employee
40$128,875
JULIE SHEPPARDVICE-PRESIDE
Trustee or director, Officer
0.5$0
BRENDA SPEIRSPRESIDENT
Trustee or director, Officer
1$0
HEATHER CAINDIRECTOR
Trustee or director
0.5$0
LISA ROSEDIRECTOR
Trustee or director
0.5$0
RACHEAL GASSDIRECTOR
Trustee or director
0.5$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
TRAVIS FORRESTEXECUTIVE DI
Officer
40$85,000
MOLLY RENNERDIRECTOR
Trustee or director
0.5$0
JULIE SHEPPARDVICE-PRESIDE
Trustee or director, Officer
0.5$0
BRENDA SPEIRSPRESIDENT
Trustee or director, Officer
1$0
JC NOREDIRECTOR
Trustee or director
0.5$0
KAREN KOPPELDIRECTOR
Trustee or director
0.5$0

Address and contacts

Address (IRS master file)
1036 NE 5TH ST, BEND, OR 97701-4502
In care of
% PAUL ADAMS
Principal officer (990 for 2024)
TRAVIS FORREST, 1036 NE 5TH ST, BEND, OR 97701
Signed the 990
TRAVIS FORREST, EXECUTIVE DIRECTOR
Phone
(541) 388-8103
Return prepared by
CHRIS MAHR ASSOCIATES CPAS

Mission

ABILITREE EMPOWERS PEOPLE WITH DISABILITIES TO MAXIMIZE THEIR INDEPENDENCE, PRODUCTIVITY AND INCLUSION IN COMMUNITY LIFE

990 for the year ended December 31, 2024

Program accomplishments

  • 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 WORKPLACE AFTER EXPERIENCING A DISABILITY, AND ADVOCACY FOR THE RIGHTS OF PEOPLE WITH DISABILITIES.
    Expenses $424,869

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
93-0823952
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1984
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$509,031
Income (IRS master file)
$658,237

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$658,237$541,388$509,031XML
990December 2023$631,130$413,266$379,209XML
990December 2022$486,131$522,391$165,050IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 93-0823952).

Questions about ABILITREE

What is the EIN of ABILITREE?
The employer identification number (EIN) of ABILITREE is 93-0823952.
Is ABILITREE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Are donations to ABILITREE tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ABILITREE file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ABILITREE due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ABILITREE last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of ABILITREE?
The 990 for the year ended December 31, 2024 names TRAVIS FORREST.
Who are the officers and directors of ABILITREE?
The 990 for the year ended December 31, 2024 lists 7 people; 2 received compensation from the organization, the highest $137,707 (TRAVIS FORREST, EXECUTIVE DI).
How much revenue does ABILITREE have?
On its 990 for the year ended December 31, 2024 it reported revenue of $658,237, expenses of $541,388 and total assets of $509,031 at year end.

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