THE FOREST TRUST

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

RICH SCHRADER

Phone

5059950000

Tax Period

2024-01-01 to 2024-12-31

THE FOREST TRUST, founded in 2004, is a micro nonprofit in the Environment sector that reported $17K in total revenue in fiscal year 2024. Revenue fell 61% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $9K, a strong 56% operating margin.

Mission

THE FOREST TRUST PROTECTS PRIVATE FORESTS & RANGE LANDS THROUGH CONSERVATION EASEMENTS, LAND ACQUISITIONS, LANDOWNER EDUCATION & THE APPLICATION OF ENVIRONMENTALLY SOUND MANAGEMENT.

Program Service Accomplishments

Program 1

Expenses: $637

LAND CONSERVATION PROGRAM - PROTECTION OF PRIVATE LANDS THROUGH CONSERVATION EASEMENTS, ACQUISITION, EDUCATION & SOUND MANAGEMENT

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $8,350

Program Service Revenue $0

Investment Income $8,431

Other Revenue $0

TOTAL REVENUE $16,781

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $7

Program Expenses $637

Other Expenses $7,384

TOTAL EXPENSES $7,384

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,781	$43,235	-0.6%
Expenses	$7,384	$11,093	-0.3%
Net Income	$9,397	$32,142	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HENRY H CAREY	PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
ELLIOT MCDOWELL	DIRECTOR	0.30	Director	$0	$0	$0
MICHAEL GRANT	TREASURER/DIRECTOR	0.30	Officer Director	$0	$0	$0
ISCAH CAREY	SECRETARY/DIRECTOR	0.30	Officer Director	$0	$0	$0
OWEN M LOPEZ	DIRECTOR	0.30	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$16,781	$7,384	$836,135	$9,397
2023	$43,235	$11,093	$826,738	$32,142
2022	$7,564	$16,791	$794,596	$-9,227
2021	$123,217	$229,868	$803,823	$-106,651
2020	$14,161	$22,088	$910,474	$-7,927