Civic Intelligence

The Forest Trust

990 • Fiscal year 2020 • EIN 36-4561968

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

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

26th percentile

0.00x

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

2020 filings • NTEE C • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

25th percentile

0.00x

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

2020 filings • NTEE C • $500k-$1M nonprofits • Source year 2020

Net Margin

6th percentile

-56%

Higher net margin than 6% of similar nonprofits.

2020 filings • NTEE C • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2020 filings • NTEE C • $500k-$1M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$910,474

Down $278,014 (-23%) from 2015

Net Assets

Up

$910,474

Up $9,182 (+1.0%) from 2015

Liabilities

Down

$0

Down $287,196 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin6th percentile

Revenue

Up

$14,161

Up $2,966 (+26%) from 2015

Expenses

Down

$22,088

Down $8,485 (-28%) from 2015

Net Income

Up

-$7,927

Up $11,451 (+59%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2020

Assets$910,474
Liabilities$0
Net Assets$910,474
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2020

Revenue$14,161
Expenses$22,088
Net Income-$7,927
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Gross Receipts
$14,161
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$705,701$705,701→ $0
Savings and Temporary Cash Investments$212,700$200,829▼ $11,871
Receivables From Officers Etc-$3,944-
Total Assets$918,401$910,474▼ $7,927
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$910,976$910,474▼ $502
Net Assets With Donor Restrictions$7,425$0▼ $7,425
Total Net Assets Fund Balance$918,401$910,474▼ $7,927
Total Liabilities and Net Assets / Fund Balance$918,401$910,474▼ $7,927

Asset Categories

AssetBook ValueDepreciationBasis
Land$705,701-$705,701
Equipment$0$11,666$11,666
Compensation and Service Providers
Top Officer Pay52nd 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
$13,356
Program Service Revenue
$0
Investment Income
$53
Other Revenue
$752
All Other Contributions
$13,356
Change in Net Assets
$-7,927
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,088
Total Fundraising Expense$175
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$3,449$639$170$4,258
Insurance-$3,261-$3,261
Fees for Services Legal-$1,249-$1,249
Office Expenses$106$20$5$131
Other Expenses$82$40-$40
Total Functional Expenses$4,062$17,851$175$22,088
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Forest Reserve Is Owned by Board Member Henry CareyThe Trust Engages Forest Reserve to Provide Administrative Support Services. During 2020, the Trust Paid Forest Reserve for Said Services Received During the 2018 and 2019 Calendar Years.No$4,258
-Board Member Henry Carey Is the Trustee of Anya Bagley 2010 Descendants TThe Anya Bagley 2010 Descendants Trust Permits the Forest Trust to Use Office Space on a Month-to-month Basis at a Monthly Rental Amount of Zero.No$0

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees-$3,944-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
Yes
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 11B

“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
2021-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Henry H Carey
Formed
2004
Legal Domicile
Nm
Voting Board Members
5
Independent Board Members
5
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 IX, Line 11G

“Administrative services: program service expenses 3,449. Management and general expenses 639. Fundraising expenses 170. Total expenses 4,258.”

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 Appendix392 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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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt04258
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0THE TRUST ENGAGES FOREST RESERVE TO PROVIDE ADMINISTRATIVE SUPPORT SERVICES. DURING 2020, THE TRUST PAID FOREST RESERVE FOR SAID SERVICES RECEIVED DURING THE 2018 AND 2019 CALENDAR YEARS.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1THE ANYA BAGLEY 2010 DESCENDANTS TRUST PERMITS THE FOREST TRUST TO USE OFFICE SPACE ON A MONTH-TO-MONTH BASIS AT A MONTHLY RENTAL AMOUNT OF ZERO.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0447
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt13497
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0FOREST RESERVE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt1ANYA BAGLEY 2010 DESCENDANTS TRUST
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0LEGAL FEES PAID AND REIMBURSEABLE TO THE FOREST TRUST
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1LEGAL FEES PAID AND REIMBURSEABLE TO THE FOREST TRUST
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0447
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt13497
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd10
IRS990ScheduleL/TotalBalanceDueAmt03944
IRS990/ScheduleORequiredInd01
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/ExplanationTxt3ADMINISTRATIVE SERVICES: PROGRAM SERVICE EXPENSES 3,449. MANAGEMENT AND GENERAL EXPENSES 639. FUNDRAISING EXPENSES 170. TOTAL EXPENSES 4,258.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INCOME 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 IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 1, OTHER ACCOUNTING METHOD:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NM
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0918401
IRS990/TotalAssetsEOYAmt0910474
IRS990/TotalAssetsGrp/BOYAmt0918401
IRS990/TotalAssetsGrp/EOYAmt0910474
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt013356
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0175
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017851
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04062
IRS990/TotalFunctionalExpensesGrp/TotalAmt022088
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0918401
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0910474
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt04062
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt053
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0752
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt014161
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0918401
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0910474
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/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.THEFORESTTRUST.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HENRY H CAREY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05059950000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
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/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/ReturnTs02021-11-15T13:40:23-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HENRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CAREY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$910,474
Liabilities
$0
Net assets
$910,474
Revenue
$14,161
Expenses
$22,088
Net income
-$7,927
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