Civic Intelligence

The Forest Fund Inc

990PF • Fiscal year 2011 • EIN 26-3922724

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 15, 2012

Organization Profile
36 S Pennsylvania Ave No 20046204
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

82nd percentile

16%

Faster asset growth than 82% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$2,133,969

Up $296,458 (+16%) from 2010

Net Assets

Up

$2,133,969

Up $296,458 (+16%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$12,303

Up $11,459 (+1358%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,837,511Liabilities 2010: $0Net Assets 2010: $1,837,5112010Assets 2011: $2,133,969Liabilities 2011: $0Net Assets 2011: $2,133,9692011Assets 2012: $2,126,271Liabilities 2012: $0Net Assets 2012: $2,126,2712012Assets 2013: $2,344,862Liabilities 2013: $0Net Assets 2013: $2,344,8622013Assets 2014: $2,526,885Liabilities 2014: $0Net Assets 2014: $2,526,8852014Assets 2015: $2,657,706Liabilities 2015: $0Net Assets 2015: $2,657,7062015Assets 2016: $2,596,532Liabilities 2016: $0Net Assets 2016: $2,596,5322016Assets 2017: $2,582,844Liabilities 2017: $0Net Assets 2017: $2,582,8442017Assets 2018: $2,779,940Liabilities 2018: $0Net Assets 2018: $2,779,9402018Assets 2019: $2,765,575Liabilities 2019: $0Net Assets 2019: $2,765,5752019Assets 2020: $3,107,516Liabilities 2020: $0Net Assets 2020: $3,107,5162020Assets 2021: $4,323,543Liabilities 2021: $0Net Assets 2021: $4,323,5432021Assets 2022: $4,470,612Liabilities 2022: $0Net Assets 2022: $4,470,6122022Assets 2023: $4,678,164Liabilities 2023: $0Net Assets 2023: $4,678,1642023Assets 2024: $5,521,641Liabilities 2024: $0Net Assets 2024: $5,521,6412024

Highlighted filing

2011

Assets$2,133,969
Liabilities$0
Net Assets$2,133,969
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $8442010Expenses 2011: $12,3032011Expenses 2012: $132,7072012Revenue 2013: $367,234Expenses 2013: $148,643Net Income 2013: $218,5912013Revenue 2014: $341,248Expenses 2014: $159,225Net Income 2014: $182,0232014Revenue 2015: $322,130Expenses 2015: $191,442Net Income 2015: $130,6882015Revenue 2016: $122,277Expenses 2016: $184,063Net Income 2016: -$61,7862016Revenue 2017: $161,612Expenses 2017: $175,300Net Income 2017: -$13,6882017Revenue 2018: $366,487Expenses 2018: $169,391Net Income 2018: $197,0962018Revenue 2019: $188,013Expenses 2019: $202,378Net Income 2019: -$14,3652019Revenue 2020: $534,987Expenses 2020: $193,046Net Income 2020: $341,9412020Revenue 2021: $1,457,244Expenses 2021: $240,673Net Income 2021: $1,216,5712021Revenue 2022: $500,799Expenses 2022: $353,730Net Income 2022: $147,0692022Revenue 2023: $537,339Expenses 2023: $329,787Net Income 2023: $207,5522023Revenue 2024: $1,200,457Expenses 2024: $356,980Net Income 2024: $843,4772024

Highlighted filing

2011

Revenue-
Expenses$12,303
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 15, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM KORTEPETERVice President-$0--
WENDY KORTEPETERPresident-$0--
Filing and Contact Details

Filer

EIN
26-3922724
Raw XML AppendixShowing 400 of 443 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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DistributionFromCorpusElection/Election0THE ORGANIZATION HEREBY ELECTS UNDER TREAS. REG. SEC. 53.4942(A)-3(D)(2) TO TREAT THE AMOUNT SHOWN IN PART XIII, LINE 4C, COLUMN (A), AS BEING MADE OUT OF CORPUS.
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0PRAXAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3EMERSON ELEC CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4QUANTA SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5STERICYCLE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7SELECT SECTOR SPDR CONSUMER DISCRETIONARY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8TJX CO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11NOBLE ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13FRANKLIN RES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14GOLDMAN SACHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17WELLS FARGO & CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21EMC CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22INTL BUSINESS MACHS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24GOLDMAN SACHS GROWTH OPP CL I FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25DRIEHAUS EMERGING MKTS GROWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26THORNBURG INTL VALUE CL I FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27CHURCH & DWIGHT INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28COSTCO WHSL CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29WALMART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30WALGREEN CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31DIRECT CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33CITIGROUP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34HUMANA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35SELECT SECTOR SPDR HEALTH CARE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36ORACLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37QUALCOM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38ALBEMARLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39GOLDMAN SACHS MID CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40ROYCE PA MUT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41BARCLAY BK IPATH IND COM ETN
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0168626
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0165652
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.067152
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.125002
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.071170
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.053019
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.043551
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.043016
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets02466817
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear102439824
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear202205709
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear303077374
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear403372453
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear503179031
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome02974
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions00
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10304982
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20156981
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30163160
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40146875
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50136750
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.335758
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions00
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10THE FOUNDATION
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03178295500
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1036 S PENNSYLVANIA AVE NO 200
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0INDIANAPOLIS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IN
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode046204
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0IN
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0LETTER
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0WENDY KORTEPETER - PRESIDENT
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber03178295500
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine108153 N ILLINOIS ST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0INDIANAPOLIS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0IN
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode046260
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear00
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear00
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0117392
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20285827
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0117392
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY0117392
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0168435
IRS990PF/UndistributedIncome/ExcessFromYear20168435
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions00
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0168435
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0285827
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT FEES
OtherExpensesSchedule/OtherExpenses/Description1TAX PREP FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome09843

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,133,969
Liabilities
$0
Net assets
$2,133,969
Revenue
-
Expenses
$12,303
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.52$0.00$5.52$1.20$0.36$0.84
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.68$0.00$4.68$0.54$0.33$0.21
2022Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.50$0.35$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.32$0.00$4.32$1.46$0.24$1.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$0.00$3.11$0.53$0.19$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.00$2.77$0.19$0.20$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$0.00$2.78$0.37$0.17$0.20
2017Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.16$0.18$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.12$0.18$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$0.00$2.66$0.32$0.19$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.34$0.16$0.18
2013Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.37$0.15$0.22
2012Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.13
2011Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.01
2010Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.00