Civic Intelligence

Oregon Climate Trust

990 • Fiscal year 2017 • EIN 91-1829325

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 11, 2018

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

89th percentile

0.88x

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

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

92nd percentile

3.87x

Higher debt load relative to revenue than 92% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

50th percentile

3.1%

Higher net margin than 50% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

67th percentile

$322,394

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

62nd percentile

8.0%

Faster asset growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

41%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$32,325,334

Up $2,401,136 (+8.0%) from 2016

Net Assets

Up

$3,813,995

Up $2,091,127 (+121%) from 2016

Liabilities

Up

$28,511,339

Up $310,009 (+1.1%) from 2016

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin50th percentile

Revenue

Up

$7,366,772

Up $2,139,672 (+41%) from 2016

Expenses

Up

$7,140,411

Up $1,951,235 (+38%) from 2016

Net Income

Up

$226,361

Up $188,437 (+497%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2017

Assets$32,325,334
Liabilities$28,511,339
Net Assets$3,813,995
Open 2017 Filing

Operations Trend

Revenue Growth85th 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

2017

Revenue$7,366,772
Expenses$7,140,411
Net Income$226,361
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 11, 2018
Return Version
2017v2.2
Gross Receipts
$7,366,772
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$20,744,843$20,982,548▲ $237,705
Savings and Temporary Cash Investments$3,922,982$4,563,226▲ $640,244
Investments Program Related-$2,735,931-
Inventories for Sale or Use$3,244,193$2,183,738▼ $1,060,455
Prepaid Expenses and Deferred Charges$1,891,626$1,585,464▼ $306,162
Cash and Non-Interest-Bearing Accounts$31,714$181,472▲ $149,758
Accounts Receivable$87,073$91,718▲ $4,645
Land, Buildings, and Equipment, Net$1,767$1,237▼ $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-
Intangible Assets-$0-
Total Assets$29,924,198$32,325,334▲ $2,401,136
Other Assets Total-$0-
Liabilities
Deferred Revenue$24,042,699$22,333,378▼ $1,709,321
Unsecured Notes Loans Payable$3,834,287$5,827,107▲ $1,992,820
Accounts Payable and Accrued Expenses$324,344$350,854▲ $26,510
Total Liabilities$28,201,330$28,511,339▲ $310,009
Net Assets / Fund Balance
Unrestricted Net Assets$1,722,868$3,813,995▲ $2,091,127
Total Net Assets Fund Balance$1,722,868$3,813,995▲ $2,091,127
Total Liabilities and Net Assets / Fund Balance$29,924,198$32,325,334▲ $2,401,136

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,237$33,252$34,489
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sean PenrithPast E.DFT$242,266$80,128$322,394
Kristen KleimanDirector of InvestFT$142,522$36,246$178,768
Sheldon ZakreskiCOOFT$129,104$13,213$142,317
Karen WardDirector of FinFT$116,211$13,725$129,936
Peter WeisbergInvest ManagerFT$110,986$13,514$124,500

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$401,525
Program Service Revenue
$6,637,635
Investment Income
$327,612
Other Revenue
$0
All Other Contributions
$401,525
Change in Net Assets
$226,361
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,594,274
Salaries, Compensation, and Employee Benefits$1,546,137
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$631,562$173,984-$805,546
Current Officers, Directors, Trustees, and Key Employees$153,792$298,537-$452,329
Fees for Services Other$173,084$14,074-$187,158
Other Employee Benefits$103,806$65,237-$169,043
Interest$102,220--$102,220
Payroll Taxes$52,768$39,808-$92,576
Occupancy$25,757$42,025-$67,782
Office Expenses$1,852$59,911-$61,763
Travel$26,581$29,975-$56,556
Other Expenses$9,789$18,181-$27,970
Pension Plan Contributions$18,868$7,775-$26,643
Conferences and Meetings$3,899$2,493-$6,392
Depreciation Depletion-$530-$530
Total Functional Expenses$6,387,881$752,530$0$7,140,411
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
Sheldon Zakreski
Title
COO
Signed
2018-10-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sheldon Zakreski
Formed
1997
Legal Domicile
Or
Voting Board Members
11
Independent Board Members
11
Employees
13
Volunteers
13

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/TitleTxt12Past E.D
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF FIN
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF INVEST
IRS990/Form990PartVIISectionAGrp/TitleTxt15INVEST MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt16COO
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IRS990/LegalDomicileStateCd0OR
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0true
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE CLIMATE TRUST MOBILIZES CONSERVATION FINANCE TO MAXIMIZE ENVIRONMENTAL RETURNS.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01864766
IRS990/NondeductibleContributionsInd0false
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IRS990/OccupancyGrp/ProgramServicesAmt025757
IRS990/OccupancyGrp/TotalAmt067782
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt059911
IRS990/OfficeExpensesGrp/ProgramServicesAmt01852
IRS990/OfficeExpensesGrp/TotalAmt061763
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt065237
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0103806
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0169043
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IRS990/OtherExpensesGrp/ProgramServicesAmt19789
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IRS990/OtherExpensesGrp/TotalAmt127970
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0173984
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0631562
IRS990/OtherSalariesAndWagesGrp/TotalAmt0805546
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt039808
IRS990/PayrollTaxesGrp/ProgramServicesAmt052768
IRS990/PayrollTaxesGrp/TotalAmt092576
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07775
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt018868
IRS990/PensionPlanContributionsGrp/TotalAmt026643
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01891626
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01585464
IRS990/PrincipalOfficerNm0SHELDON ZAKRESKI
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IRS990/ProgramServiceRevenueGrp/Desc0CONSULTING REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1FEE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2PROJECT REVENUE
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11048718
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0163085
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,325,334
Liabilities
$28,511,339
Net assets
$3,813,995
Revenue
$7,366,772
Expenses
$7,140,411
Net income
$226,361
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