Civic Intelligence

National Climate Trust

990 • Fiscal year 2012 • EIN 26-0760633

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 14, 2013

65 SW Yamhill Street No 40097204
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

88th percentile

0.86x

Higher debt load relative to assets than 88% of similar nonprofits.

2012 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

89th percentile

27%

Faster asset growth than 89% of similar nonprofits.

2012 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$5,141,716

Up $1,085,479 (+27%) from 2011

Net Assets

Up

$738,285

Up $260,916 (+55%) from 2011

Liabilities

Up

$4,403,431

Up $824,563 (+23%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,421,822

Up $173,424 (+14%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2012

Assets$5,141,716
Liabilities$4,403,431
Net Assets$738,285

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue-
Expenses$1,421,822
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 14, 2013
Return Version
2012v2.1
Gross Receipts
$1,630,636
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, and government agencies. 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 25 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. 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 (provided services through six services contracts.)
Filing and Contact Details

Filer

EIN
26-0760633
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IRS990/Activity2/Description0CARBON ASSET MANAGEMENT. WE DEVELOP, FINANCE AND OVERSEE A BROAD PORTFOLIO OF CARBON REDUCTION PROJECTS FOR UTILITIES, CORPORATIONS, AND GOVERNMENT AGENCIES. 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 25 EXISTING PROJECTS AND NEW PROJECTS.)
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IRS990ScheduleO/GeneralExplanation/Explanation0THE 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/Explanation1POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED REGULARLY AT BOARD MEETINS AND THE BOARD CONDUCTS AN ANNUAL REVIEW OF THE POLICY.
IRS990ScheduleO/GeneralExplanation/Explanation2IN 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/Explanation3THE 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.

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