Civic Intelligence

The Forest Trust

990 • Fiscal year 2015 • EIN 36-4561968

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 07, 2016

Organization ProfileWWW.THEFORESTTRUST.ORG
PO Box 8309Santa Fe, NM 87504-8309

(505) 995-0000

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.24x

Higher debt load relative to assets than 82% of similar nonprofits.

2015 filings • NTEE C • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

99th percentile

25.65x

Higher debt load relative to revenue than 99% of similar nonprofits.

2015 filings • NTEE C • $1M-$5M nonprofits • Source year 2015

Net Margin

1st percentile

-173%

Higher net margin than 1% of similar nonprofits.

2015 filings • NTEE C • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2015 filings • NTEE C • $1M-$5M nonprofits • Source year 2015

Asset Growth

66th percentile

12%

Faster asset growth than 66% of similar nonprofits.

2015 filings • NTEE C • $1M-$5M nonprofits • Annualized from 2013 to 2015

Revenue Growth

1st percentile

-73%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • NTEE C • $1M-$5M nonprofits • Annualized from 2013 to 2015

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$1,188,488

Up $248,424 (+26%) from 2013

Net Assets

Down

$901,292

Down $33,772 (-3.6%) from 2013

Liabilities

Up

$287,196

Up $282,196 (+5644%) from 2013

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin1st percentile

Revenue

Down

$11,195

Down $141,289 (-93%) from 2013

Expenses

Down

$30,573

Down $62,353 (-67%) from 2013

Net Income

Down

-$19,378

Down $78,936 (-133%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$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

2015

Assets$1,188,488
Liabilities$287,196
Net Assets$901,292
Open 2015 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$11,195
Expenses$30,573
Net Income-$19,378
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 7, 2016
Return Version
2015v2.1
Gross Receipts
$67,853
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$706,165$1,047,253▲ $341,088
Savings and Temporary Cash Investments$158,217$141,235▼ $16,982
Investments in Publicly Traded Securities$56,288$0▼ $56,288
Loans From Officers Directors-$9,573-
Total Assets$920,670$1,188,488▲ $267,818
Liabilities
Mortgage Notes Payable Secured by Investment Property-$277,623-
Total Liabilities$0$287,196▲ $287,196
Net Assets / Fund Balance
Unrestricted Net Assets$903,245$883,867▼ $19,378
Temporarily Rstr Net Assets$17,425$17,425→ $0
Total Net Assets Fund Balance$920,670$901,292▼ $19,378
Total Liabilities and Net Assets / Fund Balance$920,670$1,188,488▲ $267,818

Asset Categories

AssetBook ValueDepreciationBasis
Land$823,365-$703,365
Equipment$1,680$9,986$11,666
Buildings$222,208$1,674-
Compensation and Service Providers
Top Officer Pay30th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$3,750
Program Service Revenue
$200
Investment Income
$7,245
Other Revenue
$0
All Other Contributions
$3,750
Change in Net Assets
$-19,378
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,573
Total Fundraising Expense$273
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance-$9,789-$9,789
Occupancy$2,854$529$141$3,524
Depreciation Depletion$1,120$1,674-$2,794
Fees for Services Accounting-$1,300-$1,300
Other Expenses$781$145$39$965
All Other Expenses$695$215$17$927
Office Expenses$50$11$2$63
Total Functional Expenses$16,359$13,941$273$30,573
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$9,573-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
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 11

“The president 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
Henry H Carey
Title
President
Phone
5059950000
Signed
2016-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Henry H Carey
Formed
2004
Legal Domicile
Nm
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Paula R Cressy Baron CPA Pc
Address
5 RED SKY TRAIL, SANTA FE, NM 87505
Preparer
Paula R Cressy Baron
Phone
5059883712
Supplemental Narrative

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. The cost of land purchased as part of the purchase of the office building is allocated from the purchase price based on estimated relative value of land and developed land.”

Raw XML Appendix367 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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IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE TRUST PURCHASED A BUILDING TO SERVE AS AN OFFICE AND AS A SOURCE OF RENTAL INCOME. DUE TO THE LIMITED AVAILABILITY OF TIME RESOURCES, THE TRUST WAS UNABLE TO LAUNCH A BROAD-BASED FUNDRAISING ACTIVITY GIVEN THE PURCHASE OF THE BUILDING AND THE SUBSEQUENT MOVE. HOWEVER, THE TRUST DID BEGIN THE PLANNING PROCESS FOR A FUNDRAISING CAMPAIGN TO TAKE PLACE IN 2016.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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. THE COST OF LAND PURCHASED AS PART OF THE PURCHASE OF THE OFFICE BUILDING IS ALLOCATED FROM THE PURCHASE PRICE BASED ON ESTIMATED RELATIVE VALUE OF LAND AND DEVELOPED LAND.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PART VI, LINE 1A - LAND
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0FOREST RESERVE COMPANY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0PROVIDE SHORT TERM LOAN OF DOWN PAYMENT FUNDS FOR PURCHASE OF BUILDING
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0FOREST RESERVE COMPANY PROVIDES ADMINISTRATIVE SERVICES TO THE TRUST AND IS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HENRY CAREY (PRESIDENT) AND ISCAH CAREY (DIRECTOR) HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT REVIEWS THE 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 1023 AND ANNUAL 990 FILINGS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NM
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt017425
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt017425
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0920670
IRS990/TotalAssetsEOYAmt01188488
IRS990/TotalAssetsGrp/BOYAmt0920670
IRS990/TotalAssetsGrp/EOYAmt01188488
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt03750
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0273
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013941
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt016359
IRS990/TotalFunctionalExpensesGrp/TotalAmt030573
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt0287196
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0287196
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0920670
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0901292
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt016359
IRS990/TotalProgramServiceRevenueAmt0200
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt07245
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0200
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt011195
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0920670
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01188488
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/UnrestrictedNetAssetsGrp/EOYAmt0883867
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 8309
IRS990/USAddress/CityNm0SANTA FE
IRS990/USAddress/StateAbbreviationCd0NM
IRS990/USAddress/ZIPCd0875048309
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.THEFORESTTRUST.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HENRY H CAREY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05059950000
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-07
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/PreparerFirmGrp/PreparerFirmEIN0820552468
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAULA R CRESSY BARON CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 RED SKY TRAIL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA FE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087505
ReturnHeader/PreparerPersonGrp/PhoneNum05059883712
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAULA R CRESSY BARON
ReturnHeader/ReturnTs02016-11-14T15:16:26-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,188,488
Liabilities
$287,196
Net assets
$901,292
Revenue
$11,195
Expenses
$30,573
Net income
-$19,378
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