Civic Intelligence

The Forest Trust

EIN 36-4561968 • 501(c)3 • Santa Fe, NM

Profile

The forest trust protects private forests & range lands through conservation easements, land acquisitions, landowner education & the application of environmentally sound management.

PO Box 8309Santa Fe, NM 87504-8309

www.theforesttrust.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

38th percentile

0.00x

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

NTEE C • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

37th percentile

0.00x

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

NTEE C • $500k-$1M nonprofits • Source year 2024

Net Margin

82nd percentile

56%

Higher net margin than 82% of similar nonprofits.

NTEE C • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

NTEE C • $500k-$1M nonprofits • Source year 2024

Asset Growth

36th percentile

1.1%

Faster asset growth than 36% of similar nonprofits.

NTEE C • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-61%

Faster revenue growth than 8% of similar nonprofits.

NTEE C • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$836,135

Up $9,397 (+1.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$836,135

Up $9,397 (+1.1%) from 2023

Operations
Liabilities / Revenue37th percentileNet Margin82nd percentile

Revenue

Down

$16,781

Down $26,454 (-61%) from 2023

Expenses

Down

$7,384

Down $3,709 (-33%) from 2023

Net Income

Down

$9,397

Down $22,745 (-71%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2013: $940,064Liabilities 2013: $5,000Net Assets 2013: $935,0642013Assets 2015: $1,188,488Liabilities 2015: $287,196Net Assets 2015: $901,2922015Assets 2020: $910,474Liabilities 2020: $0Net Assets 2020: $910,4742020Assets 2021: $803,823Liabilities 2021: $0Net Assets 2021: $803,8232021Assets 2022: $794,596Liabilities 2022: $0Net Assets 2022: $794,5962022Assets 2023: $826,738Liabilities 2023: $0Net Assets 2023: $826,7382023Assets 2024: $836,135Liabilities 2024: $0Net Assets 2024: $836,1352024

Highlighted filing

2024

Assets$836,135
Liabilities$0
Net Assets$836,135
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2013: $152,484Expenses 2013: $92,926Net Income 2013: $59,5582013Revenue 2015: $11,195Expenses 2015: $30,573Net Income 2015: -$19,3782015Revenue 2020: $14,161Expenses 2020: $22,088Net Income 2020: -$7,9272020Revenue 2021: $123,217Expenses 2021: $229,868Net Income 2021: -$106,6512021Revenue 2022: $7,564Expenses 2022: $16,791Net Income 2022: -$9,2272022Revenue 2023: $43,235Expenses 2023: $11,093Net Income 2023: $32,1422023Revenue 2024: $16,781Expenses 2024: $7,384Net Income 2024: $9,3972024

Highlighted filing

2024

Revenue$16,781
Expenses$7,384
Net Income$9,397
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$836,135
Liabilities
$0
Net assets
$836,135
Revenue
$16,781
Expenses
$7,384
Net income
$9,397
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.00$0.84$0.02$0.01$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.04$0.01$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.01$0.02$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.12$0.23$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.01$0.02$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.19$0.29$0.90$0.01$0.03$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.94$0.01$0.94$0.15$0.09$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 4, 2025
Return Version
2024v5.2
Gross Receipts
$16,781
Mission and Program Overview

Mission

The forest trust protects private forests & range lands through conservation easements, land acquisitions, landowner education & the application of environmentally sound management.

The forest trust protects forest and range lands through conservation easements, land acquisition, and the application of environmentally sound management. Protecting working forests and lands adjacent to national forests are the program priorities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$505,701$511,814▲ $6,113
Savings and Temporary Cash Investments$321,037$324,321▲ $3,284
Total Assets$826,738$836,135▲ $9,397
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$826,738$836,135▲ $9,397
Total Net Assets Fund Balance$826,738$836,135▲ $9,397
Total Liabilities and Net Assets / Fund Balance$826,738$836,135▲ $9,397

Asset Categories

AssetBook ValueDepreciationBasis
Land$511,814-$511,814
Equipment$0$11,666$11,666
Compensation and Service Providers
Top Officer Pay58th percentile

Board Members and Trustees

NameTitle
Henry H CareyPresident/director
Elliot McdowellDirector
Owen M LopezDirector
Iscah CareySecretary/director
Michael GrantTreasurer/director
Revenue and Support

Revenue Composition

Contributions and Grants
$8,350
Program Service Revenue
$0
Investment Income
$8,431
Other Revenue
$0
All Other Contributions
$8,350
Change in Net Assets
$9,397
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,384
Total Fundraising Expense$7
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance-$4,674-$4,674
Fees for Services Accounting-$1,999-$1,999
Other Expenses$64$40$7$40
Total Functional Expenses$637$6,740$7$7,384
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Henry carey (president) and iscah carey (director) have a family relationship.”

Form 990, Part VI, Section B, Line 11B

“The president or another officer reviews the 990 before filing.”

Form 990, Part VI, Section C, Line 19

“The form 1023 and annual 990 filings are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Forest Trust
EIN
36-4561968
Phone
5059950000
Address
PO BOX 8309, SANTA FE, NM 87504-8309

Signing Officer

Name
Rich Schrader
Title
Treasurer
Phone
5059950000
Signed
2025-09-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rich Schrader
Formed
2004
Legal Domicile
Nm
Voting Board Members
5
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Paula R Cressy Baron CPA Pc
Address
1704 LLANO STREET SUITE B 271, SANTA FE, NM 87505
Preparer
Paula R Cressy Baron
Phone
5059204084
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1, OTHER ACCOUNTING METHOD:

“INCOME TAX BASIS”

Financial Statement Notes

Schedule D, Part VI, Line 1A - Land

“The organization records donation revenue for land received at the donors' tax cost basis, and carries the land on the balance sheet at tax cost basis.”

Raw XML Appendix322 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.

Path#Value
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IRS990/AllOtherContributionsAmt08350
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IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA FE
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndependentAuditFinclStmtInd00
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/InsuranceGrp/TotalAmt04674
IRS990/InvestmentIncomeGrp/ExclusionAmt08431
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08431
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipCostOrOtherBssAmt0523480
IRS990/LegalDomicileStateCd0NM
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0THE FOREST TRUST PROTECTS PRIVATE FORESTS & RANGE LANDS THROUGH CONSERVATION EASEMENTS, LAND ACQUISITIONS, LANDOWNER EDUCATION & THE APPLICATION OF ENVIRONMENTALLY SOUND MANAGEMENT.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/OtherExpensesGrp/Desc0MEMBERSHIP DUES
IRS990/OtherExpensesGrp/Desc1PO BOX RENTAL
IRS990/OtherExpensesGrp/Desc2PROPERTY TAXES ON CONSE
IRS990/OtherExpensesGrp/Desc3BANK CHARGES
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HENRY CAREY (PRESIDENT) AND ISCAH CAREY (DIRECTOR) HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT OR ANOTHER OFFICER REVIEWS THE 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 1023 AND ANNUAL 990 FILINGS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INCOME TAX BASIS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 1, OTHER ACCOUNTING METHOD:
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IRS990/TotalRevenueGrp/ExclusionAmt08431
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt016781
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0826738
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0836135
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 8309
IRS990/USAddress/CityNm0SANTA FE
IRS990/USAddress/StateAbbreviationCd0NM
IRS990/USAddress/ZIPCd0875048309
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.THEFORESTTRUST.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICH SCHRADER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05059950000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FOREST TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FORE
ReturnHeader/Filer/EIN0364561968
ReturnHeader/Filer/PhoneNum05059950000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8309
ReturnHeader/Filer/USAddress/CityNm0SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd0875048309
ReturnHeader/Form8822BAttachedInd0X
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0820552468
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAULA R CRESSY BARON CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01704 LLANO STREET SUITE B 271
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA FE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087505
ReturnHeader/PreparerPersonGrp/PhoneNum05059204084
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAULA R CRESSY BARON
ReturnHeader/ReturnTs02025-09-04T18:47:12-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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