Civic Intelligence

The Forrest Family Foundation

EIN 85-0456721 • Carlsbad, NM

PO Box 1359Carlsbad, NM 88221
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

93rd percentile

74%

Higher net margin than 93% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

54th percentile

3.8%

Faster asset growth than 54% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-87%

Faster revenue growth than 2% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,241,154

Up $45,413 (+3.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,241,154

Up $45,413 (+3.8%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin93rd percentile

Revenue

Down

$63,040

Down $418,145 (-87%) from 2023

Expenses

Down

$16,565

Down $96,759 (-85%) from 2023

Net Income

Down

$46,475

Down $321,386 (-87%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $839,298Liabilities 2010: $0Net Assets 2010: $839,2982010Assets 2011: $843,636Liabilities 2011: $0Net Assets 2011: $843,6362011Assets 2012: $784,711Liabilities 2012: $0Net Assets 2012: $784,7112012Assets 2013: $902,238Liabilities 2013: $0Net Assets 2013: $902,2382013Assets 2014: $834,377Liabilities 2014: $0Net Assets 2014: $834,3772014Assets 2015: $913,953Liabilities 2015: $0Net Assets 2015: $913,9532015Assets 2016: $992,667Liabilities 2016: $0Net Assets 2016: $992,6672016Assets 2017: $1,163,771Liabilities 2017: $0Net Assets 2017: $1,163,7712017Assets 2018: $1,518,742Liabilities 2018: $0Net Assets 2018: $1,518,7422018Assets 2019: $1,469,725Liabilities 2019: $0Net Assets 2019: $1,469,7252019Assets 2020: $1,486,161Liabilities 2020: $0Net Assets 2020: $1,486,1612020Assets 2021: $1,555,968Liabilities 2021: $0Net Assets 2021: $1,555,9682021Assets 2022: $828,594Liabilities 2022: $0Net Assets 2022: $828,5942022Assets 2023: $1,195,741Liabilities 2023: $0Net Assets 2023: $1,195,7412023Assets 2024: $1,241,154Liabilities 2024: $0Net Assets 2024: $1,241,1542024

Highlighted filing

2024

Assets$1,241,154
Liabilities$0
Net Assets$1,241,154
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $200,3112010Expenses 2011: $200,4062011Expenses 2012: $221,7462012Revenue 2013: $300,982Expenses 2013: $183,233Net Income 2013: $117,7492013Revenue 2014: $167,778Expenses 2014: $235,057Net Income 2014: -$67,2792014Revenue 2015: $159,685Expenses 2015: $79,782Net Income 2015: $79,9032015Revenue 2016: $216,576Expenses 2016: $137,217Net Income 2016: $79,3592016Revenue 2017: $561,792Expenses 2017: $390,099Net Income 2017: $171,6932017Revenue 2018: $461,097Expenses 2018: $105,593Net Income 2018: $355,5042018Revenue 2019: $169,706Expenses 2019: $217,805Net Income 2019: -$48,0992019Revenue 2020: $134,024Expenses 2020: $116,506Net Income 2020: $17,5182020Revenue 2021: $182,819Expenses 2021: $112,382Net Income 2021: $70,4372021Revenue 2022: $65,728Expenses 2022: $62,047Net Income 2022: $3,6812022Revenue 2023: $481,185Expenses 2023: $113,324Net Income 2023: $367,8612023Revenue 2024: $63,040Expenses 2024: $16,565Net Income 2024: $46,4752024

Highlighted filing

2024

Revenue$63,040
Expenses$16,565
Net Income$46,475
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,241,154
Liabilities
$0
Net assets
$1,241,154
Revenue
$63,040
Expenses
$16,565
Net income
$46,475
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.06$0.02$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.48$0.11$0.37
2022Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.07$0.06$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.18$0.11$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.13$0.12$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.17$0.22$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.46$0.11$0.36
2017Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.56$0.39$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.22$0.14$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.16$0.08$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.17$0.24$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.30$0.18$0.12
2012Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.22
2011Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.20
2010Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT J FORRESTPresident-$0--
BARBARA J FORRESTSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Forrest Family Foundation
EIN
85-0456721
Phone
5752342541
Address
PO BOX 1359, CARLSBAD, NM 88221

Signing Officer

Name
Barbara J Forrest
Title
Secretary
Phone
5758871567
Signed
2025-05-14

Preparer

Firm
David Fritschy CPA
Address
315 N CANAL ST STE B, CARLSBAD, NM 88220-5831
Preparer
David Fritschy
Phone
5752341612
Raw XML Appendix311 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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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1359
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CARLSBAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd088221
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NM
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CNB BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum05752342541
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PROVIDE FINANCIAL SUPPORT TO 501(C)(3) ORGANIZATIONS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0500
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROBERT H FORREST
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1RICHARD J FORREST
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2BARBARA FORREST
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm3BETTY FORREST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CARLSBAD TRANSIT HOUSING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0315 W BRONSON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CARLSBAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd088220
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt085778
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt085278
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt035058
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0110787
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt085278
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt025509
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt035058
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt035058
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt060567
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0145845
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0200000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1116
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DEPOSIT IN TRANSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1MISC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0101
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01062
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL INCOME TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MGMT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2STATE CORPORATION COMMISSION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INVESTMENT FEES JONES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4FOREIGN TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5MISC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014376
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt180
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt014376
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt180
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA J FORREST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05758871567
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FORREST FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CNB BANK
ReturnHeader/Filer/BusinessNameControlTxt0FORR
ReturnHeader/Filer/EIN0850456721
ReturnHeader/Filer/PhoneNum05752342541
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1359
ReturnHeader/Filer/USAddress/CityNm0CARLSBAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd088221
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452571013
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID FRITSCHY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0315 N CANAL ST STE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0882205831
ReturnHeader/PreparerPersonGrp/PhoneNum05752341612
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID FRITSCHY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-16T11:21:32-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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