Civic Intelligence

Oregon Climate Trust

990 • Fiscal year 2016 • EIN 91-1829325

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 15, 2017

Organization ProfileWWW.CLIMATETRUST.ORG

View Organization Page

65 SW Yamhill St Suite 400Portland, OR 97204

(503) 238-1915

Siviq Scores

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

Liabilities / Assets

91st percentile

0.94x

Higher debt load relative to assets than 91% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

94th percentile

5.40x

Higher debt load relative to revenue than 94% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

42nd percentile

0.7%

Higher net margin than 42% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

63rd percentile

$300,813

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

66th percentile

6.4%

Faster asset growth than 66% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

20th percentile

-11%

Faster revenue growth than 20% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$29,924,198

Up $1,790,026 (+6.4%) from 2015

Net Assets

Up

$1,722,868

Up $522,279 (+44%) from 2015

Liabilities

Up

$28,201,330

Up $1,267,747 (+4.7%) from 2015

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin42nd percentile

Revenue

Down

$5,227,100

Down $631,077 (-11%) from 2015

Expenses

Down

$5,189,176

Down $379,394 (-6.8%) from 2015

Net Income

Down

$37,924

Down $251,683 (-87%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

2016

Assets$29,924,198
Liabilities$28,201,330
Net Assets$1,722,868
Open 2016 Filing

Operations Trend

Revenue Growth20th percentile

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

2016

Revenue$5,227,100
Expenses$5,189,176
Net Income$37,924
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 15, 2017
Return Version
2016v3.0
Gross Receipts
$5,227,100
Mission and Program Overview

Mission

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

The climate trust mobilizes conservation finance to maximize environmental returns.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$21,638,332$20,744,843▼ $893,489
Savings and Temporary Cash Investments$3,646,697$3,922,982▲ $276,285
Inventories for Sale or Use-$3,244,193-
Prepaid Expenses and Deferred Charges$1,722,211$1,891,626▲ $169,415
Accounts Receivable$8,075$87,073▲ $78,998
Cash and Non-Interest-Bearing Accounts$1,116,560$31,714▼ $1,084,846
Land, Buildings, and Equipment, Net$2,297$1,767▼ $530
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$28,134,172$29,924,198▲ $1,790,026
Other Assets Total-$0-
Liabilities
Deferred Revenue$26,566,873$24,042,699▼ $2,524,174
Unsecured Notes Loans Payable-$3,834,287-
Accounts Payable and Accrued Expenses$178,237$324,344▲ $146,107
Other Liabilities$188,473--
Total Liabilities$26,933,583$28,201,330▲ $1,267,747
Net Assets / Fund Balance
Unrestricted Net Assets$1,194,805$1,722,868▲ $528,063
Temporarily Rstr Net Assets$5,784--
Total Net Assets Fund Balance$1,200,589$1,722,868▲ $522,279
Total Liabilities and Net Assets / Fund Balance$28,134,172$29,924,198▲ $1,790,026

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,767$82,018$83,785
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sean PenrithExecutive DirectorFT$222,577$78,236$300,813
Richard KempkaCCOFT$121,248$6,326$127,574
Sheldon ZakreskiDirector Risk MgmtFT$106,026$14,758$120,784

Board Members and Trustees

NameTitle
Laura BeaneBoard Chair
Renee DowlinVice Chair
Bettina RedwayDirector
Jason JohnsDirector
John AudleyDirector
Marc HillerDirector
Odin KnudsenDirector
Patrick MaloneyDirector
Patrick ProctorDirector
Stephen HallDirector
Arya BehbehaniSecretary
Neal SaconTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$379,440
Program Service Revenue
$4,507,360
Investment Income
$340,300
Other Revenue
$0
All Other Contributions
$379,440
Change in Net Assets
$37,924
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,589,775
Salaries, Compensation, and Employee Benefits$1,599,401
Total Fundraising Expense$410
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$669,947$341,266$306$1,011,519
Current Officers, Directors, Trustees, and Key Employees$102,276$198,537-$300,813
Other Employee Benefits$106,464$71,304$33$177,801
Fees for Services Other$148,405$24,617-$173,022
Payroll Taxes$46,242$31,709$12$77,963
Office Expenses$1,769$65,346-$67,115
Occupancy$25,207$40,844-$66,051
Travel$30,705$34,345-$65,050
Interest$55,809--$55,809
Pension Plan Contributions$20,626$10,679-$31,305
Conferences and Meetings$3,873$2,524-$6,397
Depreciation Depletion-$530-$530
Other Expenses$89,393$-89,452$59$0
Total Functional Expenses$4,439,621$749,145$410$5,189,176
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
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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, Line 6: Explanation of Classes of Members or Shareholder

“The national climate trust, as the sole member, has the authority to approve certain decisions.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The executive director 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, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The organization has a conflict of interest policy where potential conflicts are reviewed regularly at board meetings and the board conducts an annual review of the policy.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“In 2016, the organization engaged the services of a consulting firm to evaluate current salary tiers and ranges. The firm provided comparable market data for organizations of comparable size, budget and industry. The firm provided updated salary ranges for all positions taking into account market data and internal equity.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization considers all requests on a case by case basis beyond the extensive information contained in its annual report, form 1023 and forms 990.”

Filing and Contact Details

Filer

Filer Name
Oregon Climate Trust
EIN
91-1829325
Phone
5032381915
Address
65 SW Yamhill St Suite 400, Portland, OR 97204

Signing Officer

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

Organization Details

Principal Officer
Sean Penrith
Formed
1997
Legal Domicile
Or
Voting Board Members
12
Independent Board Members
12
Employees
17

Preparer

Firm
Kern & Thompson LLC
Address
1800 SW First Avenue Suite 410, Portland, OR 97201
Preparer
Kris Oliveira CPA
Phone
5032223338
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt13CCO
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIR. RISK MGMT
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IRS990/LobbyingActivitiesInd0true
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IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0THE CLIMATE TRUST MOBILIZES CONSERVATION FINANCE TO MAXIMIZE ENVIRONMENTAL RETURNS.
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OccupancyGrp/TotalAmt066051
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt065346
IRS990/OfficeExpensesGrp/ProgramServicesAmt01769
IRS990/OfficeExpensesGrp/TotalAmt067115
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt0177801
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IRS990/OtherExpensesGrp/Desc2INDIRECT ADMIN ALLOCATION
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1-89452
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IRS990/OtherExpensesGrp/ProgramServicesAmt19657
IRS990/OtherExpensesGrp/ProgramServicesAmt289393
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IRS990/OtherExpensesGrp/TotalAmt126553
IRS990/OtherExpensesGrp/TotalAmt20
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IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0306
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0669947
IRS990/OtherSalariesAndWagesGrp/TotalAmt01011519
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt012
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt031709
IRS990/PayrollTaxesGrp/ProgramServicesAmt046242
IRS990/PayrollTaxesGrp/TotalAmt077963
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt010679
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt020626
IRS990/PensionPlanContributionsGrp/TotalAmt031305
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01722211
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01891626
IRS990/PrincipalOfficerNm0SEAN PENRITH
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0CONSULTING REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1FEE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2PROJECT REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt043990
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11067297
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23396073
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23396073
IRS990/ProgSrvcAccomActy2Grp/Desc0CLIMATE SERVICES - IN ORDER TO ARREST THE RISE IN GLOBAL GREENHOUSE GAS EMISSIONS AND TO AVOID THE MOST DANGEROUS IMPACTS OF CLIMATE CHANGE, THE CLIMATE TRUST WORKS TO ACCELERATE PROJECT IMPLEMENTATION AND NASCENT SECTOR DEVELOPMENT BY DEVELOPING INNOVATIVE CONSERVATION FINANCING SOLUTIONS, AND ESTABLISHING A SUPPORTIVE POLICY ENVIRONMENT IN THE FORESTRY, GRASSLAND CONSERVATION, AND LIVESTOCK DIGESTER SECTORS. CLIMATE SERVICES LEVERAGE THE SUPPORT FROM GRANT MAKING ORGANIZATIONS, DONATIONS, FOUNDATIONS, AND GOVERNMENT INCENTIVE PROGRAMS.
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,924,198
Liabilities
$28,201,330
Net assets
$1,722,868
Revenue
$5,227,100
Expenses
$5,189,176
Net income
$37,924
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