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Nonprofiteer
← THE PACIFIC FOREST TRUST INCORPORATED

Form 990 for tax year 2022

Filed by THE PACIFIC FOREST TRUST INCORPORATED.

Totals

Total revenue
$5,472,043
Total expenses
$4,651,614
Contributions and grants received
$4,403,672
Grants paid
$0
Program service revenue
$733,673
Investment income
$334,884
Other revenue
-$186
Total assets, end of year
$9,021,081
Total liabilities, end of year
$1,958,318
Net assets or fund balances, end of year
$7,062,763
Program services expenses (Part IX)
$3,865,285
Management and general expenses
$460,020
Fundraising expenses
$326,309
Program service expenses (Part III)
$3,865,285

Program services were 83.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $57,500

  • 1e · Government grants (contributions)

    $1,103,401

  • 1f · All other contributions, gifts and grants

    $3,242,771

  • 1g · Noncash contributions included above

    $1,340,000

  • 2a · Program service revenue: FEE FOR SERVICE

    total $733,673 · related or exempt $733,673

  • 3 · Investment income

    total $148,543 · excluded $148,543

  • 6a · Gross rents

    real property $7,800

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $7,800

  • 6d · Net rental income or loss

    total $7,800 · related or exempt $7,800

  • 7a · Gross sales of assets other than inventory

    securities $706,194 · other assets $719,728

  • 7b · Less cost or other basis and sales expenses

    securities $699,581 · other assets $540,000

  • 7c · Gain or loss

    securities $6,613 · other assets $179,728

  • 7d · Net gain or loss

    total $186,341 · excluded $186,341

  • 8a · Fundraising events: gross income

    $29,724

  • 8a · Fundraising events: contributions included on line 1c

    $57,500

  • 8b · Fundraising events: direct expenses

    $43,366

  • 8c · Net income from fundraising events

    total -$13,642 · excluded -$13,642

  • 11a · Other revenue: MISC. INCOME

    total $5,656 · related or exempt $5,656

  • 11e · Other revenue, total

    $5,656

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $396,756 · program services $357,101 · management and general $25,737 · fundraising $13,918

  • 7 · Other salaries and wages

    total $1,143,914 · program services $748,013 · management and general $245,213 · fundraising $150,688

  • 8 · Pension plan contributions

    total $78,695 · program services $63,906 · management and general $8,295 · fundraising $6,494

  • 9 · Other employee benefits

    total $149,579 · program services $107,896 · management and general $27,947 · fundraising $13,736

  • 10 · Payroll taxes

    total $127,798 · program services $91,192 · management and general $22,963 · fundraising $13,643

  • 11b · Fees: legal

    total $12,644 · program services $12,644

  • 11c · Fees: accounting

    total $27,500 · management and general $27,500

  • 11f · Fees: investment management

    total $32,300 · management and general $32,300

  • 11g · Fees: other

    total $431,099 · program services $355,721 · management and general $11,317 · fundraising $64,061

  • 13 · Office expenses

    total $32,333 · program services $22,237 · management and general $905 · fundraising $9,191

  • 14 · Information technology

    total $10,245 · program services $8,515 · management and general $840 · fundraising $890

  • 16 · Occupancy

    total $211,375 · program services $150,951 · management and general $34,609 · fundraising $25,815

  • 17 · Travel

    total $135,301 · program services $122,030 · management and general $3,572 · fundraising $9,699

  • 20 · Interest

    total $60,940 · program services $43,712 · management and general $10,717 · fundraising $6,511

  • 23 · Insurance

    total $30,352 · program services $26,261 · management and general $2,545 · fundraising $1,546

  • 24a · Other expenses: CONSERVATION EASEMENT E

    total $1,340,000 · program services $1,340,000

  • 24b · Other expenses: FOREST MANAGEMENT SERVI

    total $315,580 · program services $315,463 · management and general $73 · fundraising $44

  • 24c · Other expenses: MISCELLANEOUS

    total $71,733 · program services $61,860 · management and general $1,949 · fundraising $7,924

  • 24d · Other expenses: EQUIPMENT LEASE/PURCHAS

    total $16,942 · program services $13,745 · management and general $1,989 · fundraising $1,208

  • 24e · All other expenses

    total $26,528 · program services $24,038 · management and general $1,549 · fundraising $941

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $237,672 · end of year $193,886

  • 2 · Savings and temporary cash investments

    beginning of year $75,381 · end of year $200,435

  • 3 · Pledges and grants receivable

    beginning of year $166,725 · end of year $30,000

  • 4 · Accounts receivable

    beginning of year $51,291 · end of year $214,740

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,858 · end of year $11,491

  • 10a · Land, buildings and equipment: cost or other basis

    $43,133

  • 10b · Land, buildings and equipment: accumulated depreciation

    $43,133

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $5,230,652 · end of year $4,241,160

  • 15 · Other assets

    beginning of year $2,574,796 · end of year $4,129,369

  • 17 · Accounts payable and accrued expenses

    beginning of year $137,239 · end of year $186,988

  • 23 · Secured mortgages and notes payable

    beginning of year $1,147,694 · end of year $1,347,694

  • 25 · Other liabilities

    beginning of year $128,819 · end of year $423,636

  • 27 · Net assets without donor restrictions

    beginning of year $5,797,529 · end of year $5,838,496

  • 28 · Net assets with donor restrictions

    beginning of year $1,128,094 · end of year $1,224,267

Mission and programs · 2022

Mission

SEE SCHEDULE O

  • SEE SCHEDULE O

    Expenses $2,775,787 · Revenue $617,076

  • CONSTITUENCY BUILDING AND GENERAL PROGRAMTHE PACIFIC FOREST TRUST BUILDS AWARENESS OF THE VITAL CONTRIBUTIONS THAT PRIVATELY OWNED AND PRODUCTIVE U.S. FORESTS MAKE TO THE PUBLIC GOOD: WOOD, WATER, WILDLIFE, AND A HEALTHY CLIMATE. PFT'S CONSTITUENCY BUILDING PROGRAM RAISES THE PROFILE OF THESE BENEFITS IN ADDITION TO GENERATING SUPPORT FOR THE ORGANIZATION'S INITIATIVES AND PROGRAMS THROUGH EVENTS, PUBLICATIONS, ONLINE COMMUNICATIONS, AND TARGETED OUTREACH TO KEY STAKEHOLDERS.

    Expenses $740,822

  • SEE SCHEDULE O

    Expenses $348,676

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Laurie A Wayburn

    PRESIDENT

    Total calculated
    $249,292
    From this org
    $209,627
    From related orgs
    $0
    Other
    $39,665
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,627
    Bonus
    $0
    Other
    $0
    Deferred
    $25,369
    Nontaxable benefits
    $14,296
    Filer's total
    $249,292

  • Constance Best

    SR. STRATEGIC ADVISOR

    Total calculated
    $147,045
    From this org
    $131,039
    From related orgs
    $0
    Other
    $16,006
    Hours/week
    25

  • Ann M Bartuska

    CHAIR OF BOARD

    Total calculated
    $0
    Hours/week
    4

  • Wesley Chesbro

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3

  • Andrea Tuttle

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Stuart Bewley

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Seema Jethani

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • Andy Nordhoff

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Bob Barrett

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Chris Smith Eff 1222

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Connie Stewart

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Erik Wohlgemuth

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Jack Stephenson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Jerry Franklin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Norm Christiansen Thru 1222

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Sally Bingham

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Sunny Virdi

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Paul Mason

    VP POLICY

    Total calculated
    $166,668
    From this org
    $144,728
    From related orgs
    $0
    Other
    $21,940
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,728
    Bonus
    $0
    Other
    $0
    Deferred
    $11,427
    Nontaxable benefits
    $10,513
    Filer's total
    $166,668

  • Mary Hall Ross

    DIR. FINANCE & ADMIN

    Total calculated
    $150,747
    From this org
    $140,072
    From related orgs
    $0
    Other
    $10,675
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,072
    Bonus
    $0
    Other
    $0
    Deferred
    $3,636
    Nontaxable benefits
    $7,039
    Filer's total
    $150,747

  • Kaarsten Turner

    VP CONSERVATION & STEWARDS

    Total calculated
    $164,007
    From this org
    $148,050
    From related orgs
    $0
    Other
    $15,957
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,050
    Bonus
    $0
    Other
    $0
    Deferred
    $1,963
    Nontaxable benefits
    $13,994
    Filer's total
    $164,007

  • Kevin Connelly

    DIRECTOR OF DEVELOPMENT

    Total calculated
    $123,897
    From this org
    $111,981
    From related orgs
    $0
    Other
    $11,916
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202313189349318231

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