Civic Intelligence

National Climate Trust

EIN 26-0760633 • 501(c)3 • Portland, OR

Profile

The national climate trust's mission is to provide expertise, financing, and inspiration to accelerate innovative and effective climate solutions that endure.

65 SW Yamhill Street Suite 400Portland, OR 97204

www.climatetrust.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2016

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2016

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Assets

Flat

$0

Flat from 2015

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Flat

$0

Flat from 2015

Revenue

Flat

$0

Flat from 2015

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $2,704,170Liabilities 2010: $2,898,839Net Assets 2010: -$194,6692010Assets 2011: $4,056,237Liabilities 2011: $3,578,868Net Assets 2011: $477,3692011Assets 2012: $5,141,716Liabilities 2012: $4,403,431Net Assets 2012: $738,2852012Assets 2013: $5,138,648Liabilities 2013: $4,901,103Net Assets 2013: $237,5452013Assets 2014: $5,655,538Liabilities 2014: $5,614,495Net Assets 2014: $41,0432014Assets 2015: $0Net Assets 2015: $02015Assets 2016: $0Net Assets 2016: $02016

Highlighted filing

2016

Assets$0
Liabilities-
Net Assets$0

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,847,7262010Expenses 2011: $1,248,3982011Expenses 2012: $1,421,8222012Revenue 2013: $1,782,208Expenses 2013: $2,215,553Net Income 2013: -$433,3452013Revenue 2014: $2,521,910Expenses 2014: $2,718,412Net Income 2014: -$196,5022014Revenue 2015: $02015Revenue 2016: $02016

Highlighted filing

2016

Revenue$0
Expenses-
Net Income-

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 15, 2017
Return Version
2016v3.0
Mission and Program Overview

Mission

The national climate trust's mission is to provide expertise, financing, and inspiration to accelerate innovative and effective climate solutions that endure.

The climate trust mobilizes conservation finance to maximize environmental returns.

Program Services

DescriptionGrantsExpenses
NATIONAL CLIMATE TRUST(NCT) BEGAN OPERATIONS IN 2008 AS THE PARENT ORGANIZATION TO OREGON CLIMATE TRUST(OCT). EFFECTIVE JANUARY 1, 2015, NCT AND OCT ENTERED INTO AN ASSUMPTION AND ASSIGNMENT AGREEMMENT OF SUBSTANTIALLY ALL NCT'S ACCOUNTS AND CONTRACTS TO OCT AS PART OF DESIGNING AND PLANNING FOR A NEW BUSINESS MODEL.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA BEANEBoard Chair-$0--
RENEE DOWLINVice Chair-$0--
ARYA BEHBEHANISecretary-$0--
NEAL SACONTreasurer-$0--
STEPHEN HALLDirector-$0--
PATRICK PROCTORDirector-$0--
PATRICK MALONEYDirector-$0--
JOHN AUDLEYDirector-$0--
ODIN KNUDSENDirector-$0--
BETTINA REDWAYDirector-$0--
MARC HILLERDirector-$0--
JASON JOHNSDirector-$0--
SEAN PENRITHExecutive Director-$0--
Filing and Contact Details

Filer

Filer Name
National Climate Trust
EIN
26-0760633
Phone
5032381915
Address
65 SW Yamhill Street Suite 400, Portland, OR 97204

Signing Officer

Name
Sean Penrith
Title
Executive Director
Signed
2017-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Kern & Thompson LLC
Address
1800 SW First Avenue Suite 410, Portland, OR 97201
Preparer
Kris Oliveira CPA
Phone
5032223338
Raw XML Appendix171 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum05032381915
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt065 SW YAMHILL STREET SUITE 410
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097204
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt121.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAURA BEANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RENEE DOWLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ARYA BEHBEHANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NEAL SACON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEPHEN HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PATRICK PROCTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PATRICK MALONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOHN AUDLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ODIN KNUDSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BETTINA REDWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MARC HILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JASON JOHNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12SEAN PENRITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Executive Dir.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE CLIMATE TRUST MOBILIZES CONSERVATION FINANCE TO MAXIMIZE ENVIRONMENTAL RETURNS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NATIONAL CLIMATE TRUST(NCT) BEGAN OPERATIONS IN 2008 AS THE PARENT ORGANIZATION TO OREGON CLIMATE TRUST(OCT). EFFECTIVE JANUARY 1, 2015, NCT AND OCT ENTERED INTO AN ASSUMPTION AND ASSIGNMENT AGREEMMENT OF SUBSTANTIALLY ALL NCT'S ACCOUNTS AND CONTRACTS TO OCT AS PART OF DESIGNING AND PLANNING FOR A NEW BUSINESS MODEL.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CLIMATETRUST.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0247513
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0140109
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0612718
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01000340
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0803
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt050124
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt051199
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0102126
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02273594
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01364820
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0451611
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04090025
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0803
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt050124
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt051199
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0102126
IRS990ScheduleA/InvestmentIncomeCYPct00.01940
IRS990ScheduleA/InvestmentIncomePYPct00.02420
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt04631
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt074780
IRS990ScheduleA/OtherIncome509Grp/TotalAmt079411
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96560
IRS990ScheduleA/PublicSupportPY509Pct00.96310
IRS990ScheduleA/PublicSupportTotal509Amt05090365
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02521107
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01504929
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01064329
IRS990ScheduleA/Total509Grp/TotalAmt05090365
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02521910
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01559684
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01190308
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05271902
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SEAN PENRITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0National Climate Trust
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0260760633
ReturnHeader/Filer/PhoneNum05032381915
ReturnHeader/Filer/USAddress/AddressLine1Txt065 SW Yamhill Street Suite 400
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097204
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kern & Thompson LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01800 SW First Avenue Suite 410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097201
ReturnHeader/PreparerPersonGrp/PhoneNum05032223338
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kris Oliveira CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-08-22T15:01:47-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.