Civic Intelligence

Oregon Climate Trust

990 • Fiscal year 2010 • EIN 91-1829325

Jan 01, 2010 to Dec 31, 2010 • Filed on Nov 14, 2011

Organization ProfileWWW.CLIMATETRUST.ORG

View Organization Page

65 SW Yamhill Street Suite 40097204
Siviq Scores

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

Liabilities / Assets

89th percentile

0.93x

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

2010 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

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

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets89th percentile

Assets

$11,153,382

No earlier filing loaded for comparison.

Net Assets

$806,663

No earlier filing loaded for comparison.

Liabilities

$10,346,719

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$738,311

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40M$30M$20M$10M$0Assets 2010: $11,153,382Liabilities 2010: $10,346,719Net Assets 2010: $806,6632010Assets 2011: $10,726,039Liabilities 2011: $10,455,735Net Assets 2011: $270,3042011Assets 2012: $10,803,460Liabilities 2012: $10,194,478Net Assets 2012: $608,9822012Assets 2013: $15,721,834Liabilities 2013: $15,393,293Net Assets 2013: $328,5412013Assets 2014: $21,515,068Liabilities 2014: $20,166,665Net Assets 2014: $1,348,4032014Assets 2015: $28,134,172Liabilities 2015: $26,933,583Net Assets 2015: $1,200,5892015Assets 2016: $29,924,198Liabilities 2016: $28,201,330Net Assets 2016: $1,722,8682016Assets 2017: $32,325,334Liabilities 2017: $28,511,339Net Assets 2017: $3,813,9952017Assets 2018: $32,356,285Liabilities 2018: $28,458,284Net Assets 2018: $3,898,0012018Assets 2019: $34,566,452Liabilities 2019: $24,189,790Net Assets 2019: $10,376,6622019Assets 2020: $33,329,528Liabilities 2020: $22,249,414Net Assets 2020: $11,080,1142020Assets 2021: $32,274,539Liabilities 2021: $15,116,588Net Assets 2021: $17,157,9512021Assets 2022: $25,728,774Liabilities 2022: $8,263,416Net Assets 2022: $17,465,3582022Assets 2023: $29,327,897Liabilities 2023: $7,873,735Net Assets 2023: $21,454,1622023Assets 2024: $26,554,668Liabilities 2024: $1,911,090Net Assets 2024: $24,643,5782024

Highlighted filing

2010

Assets$11,153,382
Liabilities$10,346,719
Net Assets$806,663
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0Expenses 2010: $738,3112010Expenses 2011: $1,004,4582011Expenses 2012: $2,205,0952012Revenue 2013: $1,043,889Expenses 2013: $827,481Net Income 2013: $216,4082013Revenue 2014: $1,369,823Expenses 2014: $873,737Net Income 2014: $496,0862014Revenue 2015: $5,858,177Expenses 2015: $5,568,570Net Income 2015: $289,6072015Revenue 2016: $5,227,100Expenses 2016: $5,189,176Net Income 2016: $37,9242016Revenue 2017: $7,366,772Expenses 2017: $7,140,411Net Income 2017: $226,3612017Revenue 2018: $5,998,817Expenses 2018: $4,059,060Net Income 2018: $1,939,7572018Revenue 2019: $9,858,224Expenses 2019: $7,850,125Net Income 2019: $2,008,0992019Revenue 2020: $9,559,026Expenses 2020: $7,212,534Net Income 2020: $2,346,4922020Revenue 2021: $14,712,148Expenses 2021: $9,369,928Net Income 2021: $5,342,2202021Revenue 2022: $9,516,019Expenses 2022: $6,239,133Net Income 2022: $3,276,8862022Revenue 2023: $9,154,064Expenses 2023: $6,567,253Net Income 2023: $2,586,8112023Revenue 2024: $12,879,885Expenses 2024: $10,286,111Net Income 2024: $2,593,7742024

Highlighted filing

2010

Revenue-
Expenses$738,311
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Nov 14, 2011
Return Version
2010v3.4
Gross Receipts
$580,179
Mission and Program Overview

Mission

The climate trust combats climate change by funding and managing projects that reduce greenhouse gas emissions.

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 20 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 4 services contracts.)
Filing and Contact Details

Filer

EIN
91-1829325
Raw XML AppendixShowing 400 of 531 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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IRS990ScheduleC/TotLobbyExpendMnsLobbyingNontx/FilingOrganizationsTotals00
IRS990ScheduleC/TotLobbyingGrassrootMinusNonTx/FilingOrganizationsTotals00
IRS990ScheduleD/OtherLiabilities/Amount0864692
IRS990ScheduleD/OtherLiabilities/Description0DUE TO RELATED PARTY NATIONAL CLIMATE TRUST
IRS990ScheduleD/OtherSecurities/BookValue04959309
IRS990ScheduleD/OtherSecurities/Description0BONDS
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/TotalOfAmounts0864692
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalOfBookValueSecurities04959309
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: THE DRAW DOWN OF FUNDS WAS CALCULATED BASED ON THE HOURS STAFF RECORDED ON TIMESHEETS. STAFF REPORTED THE TIME SPENT FULFILLING THE GRANT PURPOSES. DIRECT PAYROLL EXPENSES, AS WELL AS INDIRECT ALLOCATION BASED ON OVERALL MONTHLY PERCENTAGES, WERE DOCUMENTED AND CHARGED AGAINST THE GRANT FUNDS.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1065 SW YAMHILL ST SUITE 400
IRS990ScheduleI/RecipientTable/AddressUS/City0PORTLAND
IRS990ScheduleI/RecipientTable/AddressUS/State0OR
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode097204
IRS990ScheduleI/RecipientTable/AmountOfCashGrant0450000
IRS990ScheduleI/RecipientTable/EINOfRecipient0260760633
IRS990ScheduleI/RecipientTable/IRCSection0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrant0GRANTS FUNDS WERE USED FOR ACQUIRING AND DEVELOPING PROJECTS THAT BENEFIT NATIONAL CLIMATE TRUST PROGRAMS THAT ADDRESS CLIMATE CHANGE.
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10NATIONAL CLIMATE TRUST
IRS990ScheduleI/RecordsMaintained01
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants01
IRS990ScheduleJ/AnyNonFixedPayments00
IRS990ScheduleJ/BoardOrCommitteeApproval0X
IRS990ScheduleJ/CompBasedNetEarningsFilingOrg00
IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs00
IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg00
IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs01
IRS990ScheduleJ/CompensationCommittee0X
IRS990ScheduleJ/CompensationSurvey0X
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990OfOtherOrganizations0X
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg058403
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs0150179
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0BONUS STRUCTURE IS BASED ON REVENUE.
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0PART I, LINE 5
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0BEN VITALE
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg0943
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs02426
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg059346
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0152605
IRS990ScheduleJ/HousingAllowanceOrResidence0X
IRS990ScheduleJ/IndependentConsultant0X
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SubstantiationRequired00
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleJ/WrittenEmploymentContract0X
IRS990ScheduleJ/WrittenPolicyReTAndEExpenses00
IRS990ScheduleO/GeneralExplanation/Explanation0THE EXECUTIVE COMMITTEE HAS CORPORATE POWERS EXERCISED BY, OR UNDER AUTHORITY OF, THE DIRECTION OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/GeneralExplanation/Explanation1THE EXECUTIVE DIRECTOR REVIEWS FORM 990 WITH THE TRUST'S ADMIN COMMITTEE VIA CONFERENCE CALL; THE ADMIN COMMITTEE RECOMMENDS APPROVAL OF THE FORM TO THE FULL BOARD AT ITS NEXT REGULARLY SCHEDULED BOARD MEETING. PRIOR TO THIS MEETING, THE FULL BOARD REVIEWS THE FORM. AT THE MEETING, THE BOARD, UPON UNANIMOUS APPROVAL OF MOTION, APPROVES FILING THE DOCUMENT WITH THE IRS.
IRS990ScheduleO/GeneralExplanation/Explanation2THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT COVERS ALL BOARD MEMBERS AND OFFICERS. IT REQUIRES DISCLOSURE OF ANY TRANSACTION FROM WHICH SUCH A PERSON MIGHT BENEFIT THAT THEY FEEL SHOULD BE DISCLOSED, AND ALSO ASKS ABOUT FAMILY AND BUSINESS RELATIONSHIPS WITH ANY OTHER COVERED PERSON. PRIOR TO THE QUARTERLY BOARD MEETING HELD IN SEPTEMBER, THE POLICY IS SENT TO EACH COVERED PERSON, ALONG WITH THE FULL LIST OF PERSONS' NAMES, AND ASK BOTH ABOUT ANY CONFLICTS AS WELL AS FAMILY AND BUSINESS RELATIONSHIPS WITH ANYONE ELSE ON THE LIST.
IRS990ScheduleO/GeneralExplanation/Explanation3IN 2008 THE ORGANIZATION ENGAGED SERVICES OF PORTLAND-BASED CONSULTING FIRM SPECIALIZING IN HUMAN RESOURCES SOLUTIONS. 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.
IRS990ScheduleO/GeneralExplanation/Explanation4THE OREGON CLIMATE TRUST CONSIDERS ALL REQUESTS ON A CASE BY CASE BASIS BEYOND THE EXTENSIVE INFORMATION CONTAINED IN ITS ANNUAL REPORT, FORM 1023, AND FORMS 990.
IRS990ScheduleO/GeneralExplanation/Explanation5NET UNREALIZED LOSSES ON INVESTMENTS: -31,915. PRIOR PERIOD ADJUSTMENTS: -124,000. TOTAL TO FORM 990, PART XI, LINE 5: -155,915.
IRS990ScheduleO/GeneralExplanation/Explanation6THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/Identifier1CHANGES IN NET ASSETS OR FUND BALANCES:

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$11,153,382
Liabilities
$10,346,719
Net assets
$806,663
Revenue
-
Expenses
$738,311
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.6$1.91$24.6$12.9$10.3$2.59
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.3$7.87$21.5$9.15$6.57$2.59
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.7$8.26$17.5$9.52$6.24$3.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.3$15.1$17.2$14.7$9.37$5.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.3$22.2$11.1$9.56$7.21$2.35
2019Detailed filing. Detailed filing data is available for this year.$34.6$24.2$10.4$9.86$7.85$2.01
2018Detailed filing. Detailed filing data is available for this year.$32.4$28.5$3.90$6.00$4.06$1.94
2017Detailed filing. Detailed filing data is available for this year.$32.3$28.5$3.81$7.37$7.14$0.23
2016Detailed filing. Detailed filing data is available for this year.$29.9$28.2$1.72$5.23$5.19$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.1$26.9$1.20$5.86$5.57$0.29
2014Detailed filing. Detailed filing data is available for this year.$21.5$20.2$1.35$1.37$0.87$0.50
2013Detailed filing. Detailed filing data is available for this year.$15.7$15.4$0.33$1.04$0.83$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$10.2$0.61$2.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.7$10.5$0.27$1.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$10.3$0.81$0.74