CARBON FORESTRY TRUST INC (EIN 862657160) - Form 990 Financial Analysis & Trantor Score

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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

2021

Legal Domicile

Principal Officer

ALAN SMITH

Phone

5853251450

Tax Period

2023-01-01 to 2023-12-31

CARBON FORESTRY TRUST INC, founded in 2021, is a small nonprofit in the Environment sector that reported $290K in total revenue in fiscal year 2023. The organization ran a surplus of $229K, a strong 79% operating margin.

Mission

PRESERVING AND PROTECTING THE NATURAL ENVIRONMENT BY ACQUIRING WOODLANDS AND MANAGING FORESTS TO INCREASE THE SEQUESTRATION OF CARBON FROM THE ENVIRONMENT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $53,788

Program Service Revenue $236,100

Investment Income $0

Other Revenue $0

TOTAL REVENUE $289,888

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,553

Other Expenses $61,154

TOTAL EXPENSES $61,154

Year-over-Year Comparison

	2023	2022	Change
Revenue	$289,888	N/A	N/A
Expenses	$61,154	N/A	N/A
Net Income	$228,734	$0	N/A

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
JOHN OSTER	PRESIDENT	2.00	Officer Director	$0	$0	$0
STEPHANIE BENSON	DIRECTOR	0.50	Director	$0	$0	$0
CHARLIE OSTER	SECRETARY	0.50	Officer Director	$0	$0	$0
CHRISTOPHER ROLAND	TREASURER	1.00	Officer Director	$0	$0	$0
GEORGE DERUE	DIRECTOR	0.50	Director	$0	$0	$0
PATRICK BYRNE	DIRECTOR	0.50	Director	$0	$0	$0
ALAN SMITH	PRESIDENT	2.00	Officer Director	$0	$0	$0
JENNIFER GILLEN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DEAN CHAMBERLIN	DIRECTOR	0.50	Director	$0	$0	$0
THEODORA FINN	DIRECTOR	0.50	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	No data	No data	No data	No data
2023	$289,888	$61,154	$411,364	$228,734

CARBON FORESTRY TRUST INC