Civic Intelligence

National Climate Trust

990 • Fiscal year 2013 • EIN 26-0760633

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 05, 2014

Organization ProfileWWW.CLIMATETRUST.ORG

View Organization Page

65 SW Yamhill Street No 40097204

(503) 238-1915

Siviq Scores

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

Liabilities / Assets

90th percentile

0.95x

Higher debt load relative to assets than 90% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

89th percentile

2.75x

Higher debt load relative to revenue than 89% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

11th percentile

-24%

Higher net margin than 11% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

60th percentile

$131,157

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

38th percentile

-0.1%

Faster asset growth than 38% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$5,138,648

Down $3,068 (-0.1%) from 2012

Net Assets

Down

$237,545

Down $500,740 (-68%) from 2012

Liabilities

Up

$4,901,103

Up $497,672 (+11%) from 2012

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin11th percentile

Revenue

$1,782,208

No earlier filing loaded for comparison.

Expenses

Up

$2,215,553

Up $793,731 (+56%) from 2012

Net Income

-$433,345

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

2013

Assets$5,138,648
Liabilities$4,901,103
Net Assets$237,545
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2013

Revenue$1,782,208
Expenses$2,215,553
Net Income-$433,345
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 5, 2014
Return Version
2013v3.0
Gross Receipts
$1,782,208
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.

To provide expertise and inspiration to accelerate innovative climate solutions that endure.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,323,498$2,895,797▲ $572,299
Pledges and Grants Receivable$487,125$399,000▼ $88,125
Accounts Receivable$401,350$41,033▼ $360,317
Prepaid Expenses and Deferred Charges$13,973$17,869▲ $3,896
Cash and Non-Interest-Bearing Accounts$22,601$4,592▼ $18,009
Land, Buildings, and Equipment, Net$2,869$673▼ $2,196
Total Assets$5,141,716$5,138,648▼ $3,068
Other Assets Total$1,890,300$1,779,684▼ $110,616
Liabilities
Deferred Revenue$2,693,715$2,533,888▼ $159,827
Grants Payable$1,517,936$2,283,668▲ $765,732
Other Liabilities$140,000$0▼ $140,000
Accounts Payable and Accrued Expenses$51,780$83,547▲ $31,767
Total Liabilities$4,403,431$4,901,103▲ $497,672
Net Assets / Fund Balance
Temporarily Rstr Net Assets$125,300$125,654▲ $354
Unrestricted Net Assets$612,985$111,891▼ $501,094
Total Net Assets Fund Balance$738,285$237,545▼ $500,740
Total Liabilities and Net Assets / Fund Balance$5,141,716$5,138,648▼ $3,068

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$673$80,462$81,135
Other Assets Org$1,779,684--
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard KempkaEmployeeFT$126,280$4,877$131,157
Sean PenrithPresident & Vice ChairFT$92,084$3,406$95,490

Board Members and Trustees

NameTitle
Laura BeaneBoard Chair
Bettina Von HagenBoard Member
John AudleyBoard Member
Odin KnudsenBoard Member
Patrick ProctorBoard Member
Renee DowlinBoard Member
Robin Smutny-jonesBoard Member
Stephen HallBoard Member
Winston HickoxBoard Member
Arya BehbehaniBoard Secretary
Neal SaconBoard Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,504,929
Program Service Revenue
$222,524
Investment Income
$50,124
Other Revenue
$4,631
All Other Contributions
$1,504,929
Change in Net Assets
$-433,345
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,452,388
Salaries, Compensation, and Employee Benefits$763,165
Total Fundraising Expense$58,148
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$225,077$256,811$30,902$512,790
Other Employee Benefits$41,103$46,898$5,643$93,644
Current Officers, Directors, Trustees, and Key Employees$36,464$41,605$5,007$83,076
Fees for Services Other$44,062$17,762-$61,824
Payroll Taxes$27,125$30,950$3,724$61,799
Occupancy-$48,504-$48,504
Travel$29,972$4,409$3,526$37,907
Office Expenses$1,259$22,040$327$23,626
Fees for Services Legal$16,008$6,453-$22,461
Fees for Services Accounting$14,223$5,733-$19,956
Conferences and Meetings$6,305$6,653$685$13,643
Pension Plan Contributions$5,204$5,938$714$11,856
Fees for Service Investment Mgmnt Fees$4,256$1,716-$5,972
Insurance-$5,332-$5,332
Depreciation Depletion-$1,959-$1,959
Advertising$1,612-$336$1,948
Other Expenses$41,629$-58,790$5,391$-11,770
Total Functional Expenses$1,705,572$451,833$58,148$2,215,553
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The president reviews form 990 and provides copies to both the audit committee and full board of directors prior to their regularly scheduled meetings.”

Form 990, Part VI, Section B, Line 12C

“Potential conflicts of interest are reviewed regularly at board meetins and the board conducts an annual review of the policy.”

Form 990, Part VI, Section B, Line 15

“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.”

Form 990, Part VI, Section C, Line 19

“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.”

Filing and Contact Details

Filer

EIN
26-0760633
Phone
5032381915

Signing Officer

Name
Sean Penrith
Title
Executive Director
Phone
5032381915
Signed
2014-08-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sean Penrith
Formed
2007
Legal Domicile
Or
Voting Board Members
12
Independent Board Members
12
Employees
19
Volunteers
0

Preparer

Preparer
Sang Ahn
Phone
5032270581
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The process has not changed from the prior year.”

Raw XML AppendixShowing 400 of 519 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.

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IRS990/Desc0MANAGEMENT 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. 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 SERVICES AND 3) CLIMATE POLICY AND STANDARDS AND OUTREACH.
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IRS990/NetAssetsOrFundBalancesEOYAmt0237545
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-67395
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt048504
IRS990/OccupancyGrp/TotalAmt048504
IRS990/OfficeExpensesGrp/FundraisingAmt0327
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt022040
IRS990/OfficeExpensesGrp/ProgramServicesAmt01259
IRS990/OfficeExpensesGrp/TotalAmt023626
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01890300
IRS990/OtherAssetsTotalGrp/EOYAmt01779684
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05643
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt046898
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt041103
IRS990/OtherEmployeeBenefitsGrp/TotalAmt093644
IRS990/OtherExpensesGrp/Desc0OFFSET CONTRACTS
IRS990/OtherExpensesGrp/Desc1DUES AND FEES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/Desc3INDIRECT ALLOCATED EXPE
IRS990/OtherExpensesGrp/FundraisingAmt01893
IRS990/OtherExpensesGrp/FundraisingAmt15391
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03214
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14646
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2-58790
IRS990/OtherExpensesGrp/ProgramServicesAmt01201831
IRS990/OtherExpensesGrp/ProgramServicesAmt19080
IRS990/OtherExpensesGrp/ProgramServicesAmt2362
IRS990/OtherExpensesGrp/ProgramServicesAmt341629
IRS990/OtherExpensesGrp/TotalAmt01201831
IRS990/OtherExpensesGrp/TotalAmt114187
IRS990/OtherExpensesGrp/TotalAmt25008
IRS990/OtherExpensesGrp/TotalAmt3-11770
IRS990/OtherLiabilitiesGrp/BOYAmt0140000
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04631
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04631
IRS990/OtherRevenueTotalAmt04631
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt030902
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0256811
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0225077
IRS990/OtherSalariesAndWagesGrp/TotalAmt0512790
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03724
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt030950
IRS990/PayrollTaxesGrp/ProgramServicesAmt027125
IRS990/PayrollTaxesGrp/TotalAmt061799
IRS990/PensionPlanContributionsGrp/FundraisingAmt0714
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05938
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05204
IRS990/PensionPlanContributionsGrp/TotalAmt011856
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0487125
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0399000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013973
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017869
IRS990/PrincipalOfficerNm0SEAN PENRITH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0CONSULTING CONTRACT
IRS990/ProgramServiceRevenueGrp/Desc1CARBON CONTRACT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0207524
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt115000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0207524
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115000
IRS990/ProgSrvcAccomActy2Grp/Desc0CARBON 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.)
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0999294
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt015000
IRS990/ProgSrvcAccomActy3Grp/Desc0CLIMATE 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.)
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt070440
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01064329
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt051199
IRS990/PYOtherExpensesAmt0588221
IRS990/PYOtherRevenueAmt074780
IRS990/PYProgramServiceRevenueAmt0440328
IRS990/PYRevenuesLessExpensesAmt0208814
IRS990/PYSalariesCompEmpBnftPaidAmt0833601
IRS990/PYTotalExpensesAmt01421822
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01630636
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-433345
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0212155
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02323498
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02895797
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01504929
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01064329
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0924063
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01371200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04864521
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt050124
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt051199
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt049043
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt037446
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt084
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0187896
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01264791
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt04631
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt074780
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt02680
IRS990ScheduleA/OtherIncome170Grp/TotalAmt082091
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94070
IRS990ScheduleA/PublicSupportPY170Pct00.94300
IRS990ScheduleA/PublicSupportTotal170Amt04830211
IRS990ScheduleA/SubstantialContributorsTotAmt034310
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01504929
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01064329
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0924063
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01371200
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04864521
IRS990ScheduleA/TotalSupportAmt05134508
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0673
IRS990ScheduleD/EquipmentGrp/DepreciationAmt080462
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt081135
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01779684
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM OREGON CLIMATE TRUST
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0673
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01779684
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT REVIEWS FORM 990 AND PROVIDES COPIES TO BOTH THE AUDIT COMMITTEE AND FULL BOARD OF DIRECTORS PRIOR TO THEIR REGULARLY SCHEDULED MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED REGULARLY AT BOARD MEETINS AND THE BOARD CONDUCTS AN ANNUAL REVIEW OF THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN 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/SupplementalInformationDetail/ExplanationTxt3THE 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/SupplementalInformationDetail/ExplanationTxt4THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,138,648
Liabilities
$4,901,103
Net assets
$237,545
Revenue
$1,782,208
Expenses
$2,215,553
Net income
-$433,345
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$5.66$5.61$0.04$2.52$2.72$0.20
2013Detailed filing. Detailed filing data is available for this year.$5.14$4.90$0.24$1.78$2.22$0.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.14$4.40$0.74$1.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.06$3.58$0.48$1.25
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.70$2.90$0.19$1.85