BLUE FOREST FINANCE INC

EIN: 831666979 501(c)(3) Environment

SACRAMENTO, CA

Total Revenue
$8,932,160
Total Expenses
$8,990,905
Total Assets
$35,190,546
Net Assets
$5,329,107
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2018
Legal Domicile
CA
Principal Officer
ZACHARY KNIGHT
Phone
2022711548
Tax Period
2024-01-01 to 2024-12-31

BLUE FOREST FINANCE INC, founded in 2018, is a community nonprofit in the Environment sector that reported $8.9M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum.

Mission

BLUE FOREST IS A NON-PROFIT CONSERVATION FINANCE ORGANIZATION. WE BRING PEOPLE, FINANCE AND SCIENCE TOGETHER TO RESTORE AND PROTECT OUR FORESTS, WATERSHEDS, ECOSYSTEMS AND COMMUNITIES.

Program Service Accomplishments

Program 1
Expenses: $6,494,036 Revenue: $2,359,920

PROJECT DEVELOPMENT - INVOLVES DEVELOPMENT, DESIGN, AND IMPLEMENTATION OF CONSERVATION FINANCE. THIS INCLUDES THE FOREST RESILIENCE BOND (FRB), AN INNOVATIVE FINANCING MECHANISM THAT ACCESSES PRIVATE...

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PROJECT DEVELOPMENT - INVOLVES DEVELOPMENT, DESIGN, AND IMPLEMENTATION OF CONSERVATION FINANCE. THIS INCLUDES THE FOREST RESILIENCE BOND (FRB), AN INNOVATIVE FINANCING MECHANISM THAT ACCESSES PRIVATE CAPITAL TO FINANCE FOREST RESTORATION PROJECTS TO PROTECT COMMUNITIES, ECOSYSTEM BENEFITS, AND RURAL LIVELHOODS; AND BLUE FOREST ASSET MANAGEMENT (BFAM), WHICH PROVIDES FLEXIBLE FINANCING TO COMPANIES LEADING FOREST RESTORATION AND WILDFIRE MITIGATION WORK ACROSS CALIFORNIA. 2024 IMPACTS INCLUDED $17.8M DEPLOYED FOR ECOSYSTEM RESILIENCE, 141 JOBS SUPPORTED, 12 ACTIVE NATIONAL FOREST ENGAGEMENTS FOR FRB PROJECT DEVELOPMENT, 10,168 ACRES PROTECTED, AND 34,977 ACRE-FEET OF WATER SUPPLY PROTECTED.

Program 2
Expenses: $350,654

COMMUNICATIONS, OUTREACH, & EDUCATION - INVOLVES ACTIVITIES TO PRODUCE AND DISSEMINATE MATERIALS AND INFORMATION ABOUT OUR INNOVATIVE FINANCE MODELS AND THE MULTIPLE BENEFITS OF ECOSYSTEM...

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COMMUNICATIONS, OUTREACH, & EDUCATION - INVOLVES ACTIVITIES TO PRODUCE AND DISSEMINATE MATERIALS AND INFORMATION ABOUT OUR INNOVATIVE FINANCE MODELS AND THE MULTIPLE BENEFITS OF ECOSYSTEM CONSERVATION AND RESTORATION GENERALLY. OUR STAKEHOLDER AND PUBLIC OUTREACH AND EDUCATION EXPANDS KNOWLEDGE OF OUR PROJECTS WHILE PROMOTING THEM AS EMERGING AND EFFECTIVE MODELS THAT ARE APPLICABLE AND REPLICABLE TO MANY LANDSCAPES AND ECOSYSTEM SITUATIONS IN NEED OF LARGE-SCALE MANAGEMENT AND RESTORATION, WHILE ALSO ADVANCING THE FIELD OF CONSERVATION FINANCE BROADLY. 2024 IMPACTS INCLUDED FEATURES IN LEADING IMPACT INVESTING PUBLICATIONS, INCLUSION IN THE REVENUES FOR NATURE DATABASE, WINNER OF THE FOREST SERVICE REGIONAL PARTNERSHIP OF THE YEAR, ACHIEVING COIN CDFI CERTIFICATION, AND BEING NAMED AS A KEELING CURVE PRIZE LAUREATE.

Program 3
Expenses: $134,951

SCIENCE & RESEARCH - BLUE FOREST COMBINES THE LATEST WESTERN SCIENCE WITH INDIGENOUS KNOWLEDGE TO BUILD MORE RESILIENT ECOSYSTEMS AND COMMUNITIES. OUR SCIENCE TEAM WORKS TO EVALUATE AND MONITOR...

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SCIENCE & RESEARCH - BLUE FOREST COMBINES THE LATEST WESTERN SCIENCE WITH INDIGENOUS KNOWLEDGE TO BUILD MORE RESILIENT ECOSYSTEMS AND COMMUNITIES. OUR SCIENCE TEAM WORKS TO EVALUATE AND MONITOR PROJECT BENEFITS. WE HELP DEVELOP, TEST AND DEPLOY NEW TOOLS AND METHODS FOR MEASURING RESTORATION PROJECT OUTCOMES. WE PARTNER WITH ACADEMIC AND RESEARCH ORGANIZATIONS TO EVALUATE AND COMMUNICATE THE BENEFITS OF INVESTING IN ECOSYSTEM RESILIENCE, AND WE MAINTAIN A PORTFOLIO OF INDEPENDENT RESEARCH PROJECTS AIMED AT GAINING NEW INSIGHTS INTO THE BENEFITS OF WELL-MANAGED LANDSCAPES. IN 2024 BLUE FOREST TEAM MEMBERS PUBLISHED 4 RESEARCH PAPERS, COMPLETED BENEFITS ANALYSIS FOR 21 UNIQUE PROJECTS, AND PARTICIPATED IN 19 PUBLIC PRESENTATIONS AND PANELS.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,138,844
Program Service Revenue $2,359,521
Investment Income $433,396
Other Revenue $399
TOTAL REVENUE $8,932,160

Expense Breakdown

Grants Paid $1,300,000
Salaries & Benefits $5,028,470
Fundraising Expenses $238,007
Program Expenses $6,979,641
Other Expenses $2,662,435
TOTAL EXPENSES $8,990,905

Year-over-Year Comparison

2024 2023 Change
Revenue $8,932,160 $7,401,673 +0.2%
Expenses $8,990,905 $6,460,113 +0.4%
Net Income $-58,745 $941,560 -1.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
7
Independent Members
5
Employees
46
Volunteers
5

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
3
$657,248
Total Directors
7
$441,298
Key Employees
1
$212,430
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ZACHARY KNIGHT CEO & PRESIDENT 50.00
Officer Director
$182,374 $48,804 $231,178
NICHOLAS WOBBROCK CHIEF CONSERVATION OFFICER & SECRETARY 50.00
Officer Director
$178,913 $31,207 $210,120
SHERI ELLIOTT DIRECTOR 1.00
Director
$0 $0 $0
RICARDO BAYON DIRECTOR 1.00
Director
$0 $0 $0
NEWSHA K AJAMI DIRECTOR 1.00
Director
$0 $0 $0
DANIELA SALTZMAN DIRECTOR 1.00
Director
$0 $0 $0
CHAD REED DIRECTOR 1.00
Director
$0 $0 $0
GORDON VERMEER CFO & TREASURER 50.00
Officer
$182,895 $33,055 $215,950
PHILIP SAKSA CHIEF SCIENTIST 50.00
Key Emp
$193,240 $19,190 $212,430
MACKENZIE CLOYES CHIEF OF STAFF 50.00
Highest
$161,734 $17,100 $178,834
FOREST CRANDALL DIRECTOR OF INVESTMENTS 50.00
Highest
$144,728 $15,708 $160,436
SEREN PENDLETON-KNOLL DIRECTOR OF EXTERNAL AFFAIRS 50.00
Highest
$132,754 $27,673 $160,427
MICAH ELIAS DIRECTOR OF NATURAL CAPITAL 50.00
Highest
$125,534 $15,652 $141,186
LUKE CARPENTER DIRECTOR OF INVESTMENTS 50.00
Highest
$124,358 $19,790 $144,148
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 $8,932,160 $8,990,905 $35,190,546 $-58,745
2023 $7,401,673 $6,460,113 $21,610,036 $941,560
2022 $5,334,916 $3,436,552 $13,996,241 $1,898,364
2021 $1,976,730 $1,751,532 $6,644,927 $225,198
2020 $1,935,944 $1,160,367 $2,506,877 $775,577
2019 $403,763 $54,353 $1,923,958 $349,410
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