Civic Intelligence

The Forest Trust

990 • Fiscal year 2021 • EIN 36-4561968

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 17, 2022

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.

2021 filings • NTEE C • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

25th percentile

0.00x

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

2021 filings • NTEE C • $500k-$1M nonprofits • Source year 2021

Net Margin

1st percentile

-87%

Higher net margin than 1% of similar nonprofits.

2021 filings • NTEE C • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2021 filings • NTEE C • $500k-$1M nonprofits • Source year 2021

Asset Growth

12th percentile

-12%

Faster asset growth than 12% of similar nonprofits.

2021 filings • NTEE C • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

770%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • NTEE C • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$803,823

Down $106,651 (-12%) from 2020

Net Assets

Down

$803,823

Down $106,651 (-12%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin1st percentile

Revenue

Up

$123,217

Up $109,056 (+770%) from 2020

Expenses

Up

$229,868

Up $207,780 (+941%) from 2020

Net Income

Down

-$106,651

Down $98,724 (-1245%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2021

Assets$803,823
Liabilities$0
Net Assets$803,823
Open 2021 Filing

Operations Trend

Revenue Growth99th 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

2021

Revenue$123,217
Expenses$229,868
Net Income-$106,651
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 17, 2022
Return Version
2021v4.2
Gross Receipts
$123,217
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$505,701▼ $200,000
Savings and Temporary Cash Investments$200,829$298,122▲ $97,293
Receivables From Officers Etc$3,944$0▼ $3,944
Total Assets$910,474$803,823▼ $106,651
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$910,474$803,823▼ $106,651
Total Net Assets Fund Balance$910,474$803,823▼ $106,651
Total Liabilities and Net Assets / Fund Balance$910,474$803,823▼ $106,651

Asset Categories

AssetBook ValueDepreciationBasis
Land$505,701-$505,701
Equipment$0$11,666$11,666
Compensation and Service Providers
Top Officer Pay49th 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
$14,255
Program Service Revenue
$108,900
Investment Income
$62
Other Revenue
$0
All Other Contributions
$14,255
Change in Net Assets
$-106,651
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$200,000
Other Expenses$29,868
Total Fundraising Expense$305
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$200,000--$200,000
Fees for Services Other$19,076$1,125$300$20,501
Insurance-$4,519-$4,519
Fees for Services Accounting-$3,656-$3,656
All Other Expenses-$88-$88
Other Expenses$82$20$5$82
Interest-$7-$7
Total Functional Expenses$220,148$9,415$305$229,868
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Santa Fe Conservation TrustSanta Fe, NM-Conservation of Forest Land in Perpetuity$0
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 2021, the Trust Paid Forest Reserve for Said Services Received During the 2020 Calendar Year.No$7,501
-Board Member Henry Carey Is the Trustee of Anya Bagley 2010 Descendants TruThe 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$0▼ $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
2022-08-17
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 XII, LINE 1, OTHER ACCOUNTING METHOD:

“INCOME TAX BASIS”

Financial Statement Notes

PART II, LINE 3:

“During 2021, the forest trust transferred two conservation easements held. Additionally, it created a new conservation easement on land owned by the forest trust. The new easement was donated to the santa fe conservation trust as disclosed on schedule i part ii.”

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 Appendix395 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DURING 2021, THE FOREST TRUST TRANSFERRED TWO CONSERVATION EASEMENTS HELD. ADDITIONALLY, IT CREATED A NEW CONSERVATION EASEMENT ON LAND OWNED BY THE FOREST TRUST. THE NEW EASEMENT WAS DONATED TO THE SANTA FE CONSERVATION TRUST AS DISCLOSED ON SCHEDULE I PART II.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II, LINE 3:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PART VI, LINE 1A - LAND
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IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0FOREST RESERVE COMPANY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt1ANYA BAGLEY 2010 DESCENDANTS TRUST
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FOREST RESERVE IS OWNED BY BOARD MEMBER HENRY CAREY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1BOARD MEMBER HENRY CAREY IS THE TRUSTEE OF ANYA BAGLEY 2010 DESCENDANTS TRU
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt07501
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0THE TRUST ENGAGES FOREST RESERVE TO PROVIDE ADMINISTRATIVE SUPPORT SERVICES. DURING 2021, THE TRUST PAID FOREST RESERVE FOR SAID SERVICES RECEIVED DURING THE 2020 CALENDAR YEAR.
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/BalanceDueAmt00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt10
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
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/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:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NM
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0910474
IRS990/TotalAssetsEOYAmt0803823
IRS990/TotalAssetsGrp/BOYAmt0910474
IRS990/TotalAssetsGrp/EOYAmt0803823
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt014255
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0305
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09415
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0220148
IRS990/TotalFunctionalExpensesGrp/TotalAmt0229868
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0910474
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0803823
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0220148
IRS990/TotalProgramServiceRevenueAmt0108900
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt062
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0108900
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0123217
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0910474
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0803823
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/SignatureDt02022-08-17
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/ReturnTs02022-08-17T17:34:40-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HENRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CAREY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$803,823
Liabilities
$0
Net assets
$803,823
Revenue
$123,217
Expenses
$229,868
Net income
-$106,651
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