Liabilities / Assets
88th percentile
Higher debt load relative to assets than 88% of similar nonprofits.
National Climate Trust
990 • Fiscal year 2011 • EIN 26-0760633
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.88x
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
92nd percentile
Faster asset growth than 92% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Balance Sheet
Assets
Up$4,056,237
Up $1,352,067 (+50%) from 2010
Net Assets
Up$477,369
Up $672,038 (+345%) from 2010
Liabilities
Up$3,578,868
Up $680,029 (+23%) from 2010
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Down$1,248,398
Down $599,328 (-32%) from 2010
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2011 to Dec 31, 2011
- Signed
- Nov 8, 2012
- Return Version
- 2011v1.2
- Gross Receipts
- $1,250,183
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.
Major Activities
- Activity 2
- Carbon asset management. We develop, finance and oversee a broad portfolio of carbon reduction projects for utilities, corporations, government agencies and other institutions. We finance projects that supply greenhouse gas emission reductions based on regulatory requirements and voluntary climate change commitments by organizations. We manage the carbon portfolio from design and start-up through registration and delivery of carbon credits following industry accepted standards. In addition, we focus on piloting new projects that generate measurable climate change and environmental benefits (managed a portfolio of 24 existing projects and new projects).
- Activity 3
- Climate services. We assist clients with the design, financing and implementation of their climate action plans and help them meet their reduction goals through specific projects and customer programs. We provide climate expertise to project developers to increase access to incentive financing, and we develop and test innovative methodologies for new project types to enhance the current industry standards (provided services through 6 services contracts).
Filing and Contact Details
Filer
- EIN
- 26-0760633
Raw XML AppendixShowing 400 of 510 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 |
|---|---|---|
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| IRS990/AccountsPayableAccruedExpenses/EOY | 0 | 26520 |
| IRS990/AccountsReceivable/BOY | 0 | 124378 |
| IRS990/AccountsReceivable/EOY | 0 | 57034 |
| IRS990/ActivitiesConductedPartnership | 0 | 0 |
| IRS990/Activity2/Description | 0 | CARBON ASSET MANAGEMENT. WE DEVELOP, FINANCE AND OVERSEE A BROAD PORTFOLIO OF CARBON REDUCTION PROJECTS FOR UTILITIES, CORPORATIONS, GOVERNMENT AGENCIES AND OTHER INSTITUTIONS. WE FINANCE PROJECTS THAT SUPPLY GREENHOUSE GAS EMISSION REDUCTIONS BASED ON REGULATORY REQUIREMENTS AND VOLUNTARY CLIMATE CHANGE COMMITMENTS BY ORGANIZATIONS. WE MANAGE THE CARBON PORTFOLIO FROM DESIGN AND START-UP THROUGH REGISTRATION AND DELIVERY OF CARBON CREDITS FOLLOWING INDUSTRY ACCEPTED STANDARDS. IN ADDITION, WE FOCUS ON PILOTING NEW PROJECTS THAT GENERATE MEASURABLE CLIMATE CHANGE AND ENVIRONMENTAL BENEFITS (MANAGED A PORTFOLIO OF 24 EXISTING PROJECTS AND NEW PROJECTS). |
| IRS990/Activity2/Expense | 0 | 83721 |
| IRS990/Activity3/Description | 0 | CLIMATE SERVICES. WE ASSIST CLIENTS WITH THE DESIGN, FINANCING AND IMPLEMENTATION OF THEIR CLIMATE ACTION PLANS AND HELP THEM MEET THEIR REDUCTION GOALS THROUGH SPECIFIC PROJECTS AND CUSTOMER PROGRAMS. WE PROVIDE CLIMATE EXPERTISE TO PROJECT DEVELOPERS TO INCREASE ACCESS TO INCENTIVE FINANCING, AND WE DEVELOP AND TEST INNOVATIVE METHODOLOGIES FOR NEW PROJECT TYPES TO ENHANCE THE CURRENT INDUSTRY STANDARDS (PROVIDED SERVICES THROUGH 6 SERVICES CONTRACTS). |
| IRS990/Activity3/Expense | 0 | 152457 |
| IRS990/ActivityOrMissionDescription | 0 | TO PROVIDE EXPERTISE AND INSPIRATION TO ACCELERATE INNOVATIVE CLIMATE SOLUTIONS THAT ENDURE. |
| IRS990/ActivityOther/Description | 0 | CLIMATE POLICY, STANDARDS AND OUTREACH. WE SHARE OUR PRACTITIONER'S KNOWLEDGE WITH STAKEHOLDERS AT THE LOCAL, STATE, REGIONAL, AND FEDERAL LEVELS, AND WE WORK TO ENSURE THAT ALL CLIMATE-RELATED POLICIES, RULES, AND STANDARDS ARE PRACTICAL, EFFECTIVE, AND RESULT IN INCREASED INCENTIVES AND INVESTMENT IN CLIMATE PROTECTION SOLUTIONS. WE ALSO PROVIDE COMMUNICATIONS AND MARKETING SUPPORT TO HIGHLIGHT PROGRAM SUCCESSES AND TO HELP BUILD MOMENTUM WITH CONSTITUENCIES THAT CONTRIBUTE TO SCALING UP THESE SOLUTIONS. |
| IRS990/AddressPrincipalOfficerUS/AddressLine1 | 0 | 65 SW YAMHILL STREET SUITE 400 |
| IRS990/AddressPrincipalOfficerUS/City | 0 | PORTLAND |
| IRS990/AddressPrincipalOfficerUS/State | 0 | OR |
| IRS990/AddressPrincipalOfficerUS/ZIPCode | 0 | 97204 |
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| IRS990/CashNonInterestBearing/EOY | 0 | 23995 |
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| IRS990/CompCurrentOfficersDirectors/Fundraising | 0 | 34066 |
| IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral | 0 | 48635 |
| IRS990/CompCurrentOfficersDirectors/ProgramServices | 0 | 60818 |
| IRS990/CompCurrentOfficersDirectors/Total | 0 | 143519 |
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| IRS990/ConferencesMeetings/ManagementAndGeneral | 0 | 3508 |
| IRS990/ConferencesMeetings/ProgramServices | 0 | 3624 |
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| IRS990/ContributionsGrantsPriorYear | 0 | 1391600 |
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| IRS990/DeductibleNonCashContributions | 0 | 0 |
| IRS990/DeferredRevenue/BOY | 0 | 1495805 |
| IRS990/DeferredRevenue/EOY | 0 | 2097394 |
| IRS990/DelegationOfManagementDuties | 0 | 0 |
| IRS990/DepreciationDepletion/ManagementAndGeneral | 0 | 10513 |
| IRS990/DepreciationDepletion/Total | 0 | 10513 |
| IRS990/DescribedIn501C3 | 0 | 1 |
| IRS990/Description | 0 | MANAGEMENT AND FINANCING. THE CLIMATE TRUST'S OVERALL MISSION IS TO PROVIDE EXPERTISE, FINANCING, AND INSPIRATION TO ACCELERATE INNOVATIVE CLIMATE SOLUTIONS THAT ENDURE. IN ORDER TO ARREST THE RISE IN GREENHOUSE GAS EMISSION AND TO AVOID THE MOST DANGEROUS IMPACTS OF CLIMATE CHANGE, THE CLIMATE TRUST PIONEERS WAYS TO ACCELERATE AND SCALE UP PROJECT, FINANCING, AND POLICY IMPLEMENTATION AS A TRUSTEE OF ENVIRONMENTAL ASSETS IN THE RENEWABLE ENERGY, ENERGY EFFICIENCY, AGRICULTURE, FORESTRY, AND TRANSPORTATION SECTORS. CONTINUED ON SCHEDULE O.IN 2009, THE CLIMATE TRUST FORMED TWO ORGANIZATIONS WITH THE NATIONAL CLIMATE TRUST AS THE PARENT ORGANIZATION FOR THE OREGON CLIMATE TRUST. THE CLIMATE TRUST PROGRAMS INCLUDE THREE CATEGORIES, NAMELY, 1) CARBON ASSET MANAGEMENT, 2) CLIMATE CHANGE SERVICES AND 3) CLIMATE POLICY, STANDARDS AND OUTREACH. |
| IRS990/DisregardedEntity | 0 | 0 |
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| IRS990/Expense | 0 | 541177 |
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| IRS990/FeesForServicesAccounting/ManagementAndGeneral | 0 | 25086 |
| IRS990/FeesForServicesAccounting/ProgramServices | 0 | 11290 |
| IRS990/FeesForServicesAccounting/Total | 0 | 36376 |
| IRS990/FeesForServicesLegal/ManagementAndGeneral | 0 | 19179 |
| IRS990/FeesForServicesLegal/ProgramServices | 0 | 8632 |
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| IRS990/FeesForServicesOther/ManagementAndGeneral | 0 | 10755 |
| IRS990/FeesForServicesOther/ProgramServices | 0 | 4840 |
| IRS990/FeesForServicesOther/Total | 0 | 15595 |
| IRS990/FinancialStatementConsolidated | 0 | X |
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| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 6 | 1.00 |
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| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 10 | 40.00 |
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| IRS990/Form990PartVIISectionA/NamePerson | 0 | LAURA BEANE |
| IRS990/Form990PartVIISectionA/NamePerson | 1 | ARYA BEHBEHANI |
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| IRS990/Form990PartVIISectionA/NamePerson | 6 | SUSAN ANDERSON |
| IRS990/Form990PartVIISectionA/NamePerson | 7 | STEPHEN HALL |
| IRS990/Form990PartVIISectionA/NamePerson | 8 | ROBIN SMUTNY-JONES |
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| IRS990/Form990PartVIISectionA/NamePerson | 10 | RICHARD KEMPKA |
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| IRS990/Form990PartVIISectionA/Title | 3 | BOARD MEMBER |
| IRS990/Form990PartVIISectionA/Title | 4 | BOARD MEMBER |
| IRS990/Form990PartVIISectionA/Title | 5 | BOARD MEMBER |
| IRS990/Form990PartVIISectionA/Title | 6 | BOARD MEMBER |
| IRS990/Form990PartVIISectionA/Title | 7 | BOARD MEMBER |
| IRS990/Form990PartVIISectionA/Title | 8 | BOARD MEMBER |
| IRS990/Form990PartVIISectionA/Title | 9 | PRESIDENT |
| IRS990/Form990PartVIISectionA/Title | 10 | EMPLOYEE |
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| IRS990/FormersListed | 0 | 0 |
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| IRS990/Gaming | 0 | 0 |
| IRS990/GrantsAndSimilarAmntsCY | 0 | 0 |
| IRS990/GrantsAndSimilarAmntsPriorYear | 0 | 12289 |
| IRS990/GrantsPayable/BOY | 0 | 1341088 |
| IRS990/GrantsPayable/EOY | 0 | 1454954 |
| IRS990/GrantsToIndividuals | 0 | 0 |
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| IRS990/LandBuildingsEquipmentBasis | 0 | 81135 |
| IRS990/LandBuildingsEquipmentBasisNet/BOY | 0 | 18679 |
| IRS990/LandBuildingsEquipmentBasisNet/EOY | 0 | 8166 |
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| IRS990/MissionDescription | 0 | THE NATIONAL CLIMATE TRUST'S MISSION IS TO PROVIDE EXPERTISE, FINANCING, AND INSPIRATION TO ACCELERATE INNOVATIVE AND EFFECTIVE CLIMATE SOLUTIONS THAT ENDURE. |
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| IRS990/NameOfPrincipalOfficerPerson | 0 | BENJAMIN VITALE |
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| IRS990ScheduleD/OtherAssets/Description | 0 | DUE FROM OREGON CLIMATE TRUST |
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| IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation | 0 | HOUSING ALLOWANCE FOR THE EXECUTIVE DIRECTOR. |
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| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | THE PRESIDENT REVIEWS FORM 990 WITH THE TRUST'S AUDIT COMMITTEE VIA CONFERENCE CALL; THE AUDIT COMMITTEE RECOMMENDS APPROVAL OF FORM 990 TO THE FULL BOARD AT ITS NEXT REGULARLY SCHEDULED BOARD MEETING. PRIOR TO THIS MEETING, THE FULL BOARD REVIEWS FORM 990. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED REGULARLY AT BOARD MEETINS AND THE BOARD CONDUCTS AN ANNUAL REVIEW OF THE POLICY. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | IN 2008 THE ORGANIZATION ENGAGED SERVICES OF PORTLAND-BASED CONSULTING FIRM SPECIALIZING IN HUMAN RESOURCES SOLUTIONS. THE FIRM DERIVED DATA FROM NATIONAL AND REGIONAL SURVEYS, ITS OWN SURVEY OF NON-PROFIT ORGANIZATIONS, AND A LOCAL, CUSTOM SURVEY OF COMPARABLY SIZED ENVIRONMENTAL GROUPS. THE GROUP ALSO CREATED GUIDELINES FOR DETERMINING MERIT SALARY INCREASES, CREATED SALARY GRADES AND RANGES, AND ASSISTED WITH CREATING A SALARY ADMINISTRATION POLICY AND GUIDELINES FOR DETERMINING MERIT SALARY INCREASES. IN 2010, THE ORGANIZATION ACCESSED UPDATED COMPENSATION SURVEY INFORMATION FROM THE SAME PORTLAND-BASED CONSULTING FIRM. THE ORGANIZATION ALSO REVIEWED COST OF LIVING STATISTICS PROVIDED BY LOCAL, REGIONAL AND STATE GOVERNMENTS. THE PRESIDENT WAS HIRED IN 2009 USING THIS PROCESS. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | THE OREGON CLIMATE TRUST CONSIDERS ALL REQUESTS ON A CASE BY CASE BASIS BEYOND THE EXTENSIVE INFORMATION CONTAINED IN ITS ANNUAL REPORT, FROM 1023 AND FORMS 990. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | NET UNREALIZED GAINS ON INVESTMENTS: 15,484. GAIN ON SALE ATTRIBUTED TO OREGON CLIMATE TRUST 9,836. PRIOR PERIOD TRANSFER OF NET ASSETS TO RELATED ORGANIZATION 644,933. TOTAL TO FORM 990, PART XI, LINE 5: 670,253. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 5 | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | CHANGES IN NET ASSETS OR FUND BALANCES: |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 0 | FORM 990, PART VI, SECTION B, LINE 11 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 1 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 2 | FORM 990, PART VI, SECTION B, LINE 15 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 3 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 4 | FORM 990, PART XI, LINE 5: |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 5 | FORM 990, PART XII, LINE 2C |
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| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 0 | TO INITIATE, MONITOR, EVALUATE & ADMINISTER OFFSET CONTRACTS. |
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Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $4,056,237
- Liabilities
- $3,578,868
- Net assets
- $477,369
- Revenue
- -
- Expenses
- $1,248,398
- Net income
- -