PORTLAND FRUIT TREE PROJECT

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

Heather Keisler Fornes

Phone

5032846106

Tax Period

2023-01-01 to 2023-12-31

PORTLAND FRUIT TREE PROJECT, founded in 2007, is a small nonprofit that reported $385K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $427K exceeded revenue, resulting in a 11% operating deficit.

Mission

To increase equitable access to healthful food and strengthen communities by empowering neighbors to share in the harvest and care of city-grown produce.

Program Service Accomplishments

Program 1

Expenses: $296,467 Revenue: $44,788

-Tree Care: provided direct care for 220 trees; offered 51 coaching sessions and; 8 tree care workshops to teach the skills of tree care; hired 3 seasonal workforce trainees; and hosted 25 more to...

-Tree Care: provided direct care for 220 trees; offered 51 coaching sessions and; 8 tree care workshops to teach the skills of tree care; hired 3 seasonal workforce trainees; and hosted 25 more to nurture the next generation of tree caretakers Harvests: 82 harvests (more than double the year prior!); 13,000 lbs of food rescued and over 11,000 was redistributed to 8 partners; 8.72 tons of CO2 emissions prevented Planting: planted 182 culturally responsive fruit trees and shrubs, including the co-creation of a training orchard with Mudbone Grown, an organization supporting Black farmers; contributed to 522,776 lbs. of carbon sequestered through tree-planting initiatives Fruit Tree Index to track the health, harvestability, and yield of fruit trees; indexed 702 trees Broke the world record for longest charcuterie board: 500 feet of locally made and sourced charcuterie and grazing; 700 attendees; 100 volunteers; 4,000 fed after donating remaining food through partners

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $326,886

Program Service Revenue $44,788

Investment Income $61

Other Revenue $12,944

TOTAL REVENUE $384,679

Expense Breakdown

Grants Paid $26,738

Salaries & Benefits $348,890

Fundraising Expenses $89,641

Program Expenses $296,467

Other Expenses $51,391

TOTAL EXPENSES $427,019

Year-over-Year Comparison

	2023	2022	Change
Revenue	$384,679	$322,208	+0.2%
Expenses	$427,019	$359,350	+0.2%
Net Income	$-42,340	$-37,142	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

450

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$58,495

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Heather Keisler Fornes	Executive Director	40	Officer	$58,495	$0	$58,495
Emily Becker	Chair/Board Member	2	Officer Director	$0	$0	$0
Bobby Naughton	Secretary/Board Member	2	Officer Director	$0	$0	$0
Rosemary Quinn	Treasurer/Board Member	2	Officer Director	$0	$0	$0
Amanda Hymansmith	Board Member	2	Director	$0	$0	$0
Erin Copley	Board Member	2	Director	$0	$0	$0
Kathy Kornei	Board Member	2	Director	$0	$0	$0
Megan Golani	Board Member	2	Director	$0	$0	$0
Alice Ma	Board Member	2	Director	$0	$0	$0
Marnie Glickman	Board Member	2	Director	$0	$0	$0
Madeleine Zusman	Board Member	2	Director	$0	$0	$0
Jess Garza	Board Member	2	Director	$0	$0	$0
Fiona Conneely	Board Member	2	Director	$0	$0	$0
Lizz Marks	Board Member	2	Director	$0	$0	$0
Robin Simpson	Board Member	2	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$384,679	$427,019	$46,356	$-42,340
2022	$322,208	$359,350	$81,195	$-37,142
2021	$258,164	$230,784	$118,337	$27,380