Civic Intelligence

The Forest Trust

990 • Fiscal year 2023 • EIN 36-4561968

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 15, 2024

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

33rd percentile

0.00x

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

2023 filings • NTEE C • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • NTEE C • $500k-$1M nonprofits • Source year 2023

Net Margin

88th percentile

74%

Higher net margin than 88% of similar nonprofits.

2023 filings • NTEE C • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

59th percentile

$0

Higher top officer pay than 59% of similar nonprofits.

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

2023 filings • NTEE C • $500k-$1M nonprofits • Source year 2023

Asset Growth

43rd percentile

4.0%

Faster asset growth than 43% of similar nonprofits.

2023 filings • NTEE C • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

472%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • NTEE C • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$826,738

Up $32,142 (+4.0%) from 2022

Net Assets

Up

$826,738

Up $32,142 (+4.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin88th percentile

Revenue

Up

$43,235

Up $35,671 (+472%) from 2022

Expenses

Down

$11,093

Down $5,698 (-34%) from 2022

Net Income

Up

$32,142

Up $41,369 (+448%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2023

Assets$826,738
Liabilities$0
Net Assets$826,738
Open 2023 Filing

Operations Trend

Revenue Growth97th 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

2023

Revenue$43,235
Expenses$11,093
Net Income$32,142
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 15, 2024
Return Version
2023v5.1
Gross Receipts
$43,235
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$505,701→ $0
Savings and Temporary Cash Investments$288,470$321,037▲ $32,567
Receivables From Officers Etc$425$0▼ $425
Total Assets$794,596$826,738▲ $32,142
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$794,596$826,738▲ $32,142
Total Net Assets Fund Balance$794,596$826,738▲ $32,142
Total Liabilities and Net Assets / Fund Balance$794,596$826,738▲ $32,142

Asset Categories

AssetBook ValueDepreciationBasis
Land$505,701-$505,701
Equipment$0$11,666$11,666
Compensation and Service Providers
Top Officer Pay59th 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
$9,100
Program Service Revenue
$29,575
Investment Income
$4,560
Other Revenue
$0
All Other Contributions
$9,100
Change in Net Assets
$32,142
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,093
Total Fundraising Expense$63
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance-$4,540-$4,540
Fees for Services Accounting-$1,789-$1,789
Other Expenses$143$26$7$176
All Other Expenses$65$40-$105
Total Functional Expenses$4,635$6,395$63$11,093
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
-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$425$0▼ $425
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 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
2024-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Henry H Carey
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 Appendix345 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/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.
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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/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/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06395
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IRS990/TotalProgramServiceRevenueAmt029575
IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt029575
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IRS990/VotingMembersIndependentCnt03
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-15
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ReturnHeader/ReturnTs02024-08-15T17:46:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$826,738
Liabilities
$0
Net assets
$826,738
Revenue
$43,235
Expenses
$11,093
Net income
$32,142
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