Civic Intelligence

Oregon Climate Trust

990 • Fiscal year 2018 • EIN 91-1829325

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 26, 2019

80 SE Madison Street No 420Portland, OR 97214

(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.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

93rd percentile

4.74x

Higher debt load relative to revenue than 93% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

84th percentile

32%

Higher net margin than 84% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

52nd percentile

$260,741

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

38th percentile

0.1%

Faster asset growth than 38% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

11th percentile

-19%

Faster revenue growth than 11% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Assets

Up

$32,356,285

Up $30,951 (+0.1%) from 2017

Net Assets

Up

$3,898,001

Up $84,006 (+2.2%) from 2017

Liabilities

Down

$28,458,284

Down $53,055 (-0.2%) from 2017

Revenue

Down

$5,998,817

Down $1,367,955 (-19%) from 2017

Expenses

Down

$4,059,060

Down $3,081,351 (-43%) from 2017

Net Income

Up

$1,939,757

Up $1,713,396 (+757%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$32,356,285
Liabilities$28,458,284
Net Assets$3,898,001

Operations Trend

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

2018

Revenue$5,998,817
Expenses$4,059,060
Net Income$1,939,757
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 26, 2019
Return Version
2018v3.1
Gross Receipts
$29,410,314
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$20,982,548$17,562,935▼ $3,419,613
Savings and Temporary Cash Investments$4,563,226$6,567,412▲ $2,004,186
Investments Program Related$2,735,931$4,351,992▲ $1,616,061
Inventories for Sale or Use$2,183,738$2,262,500▲ $78,762
Prepaid Expenses and Deferred Charges$1,585,464$1,393,253▼ $192,211
Cash and Non-Interest-Bearing Accounts$181,472$216,870▲ $35,398
Accounts Receivable$91,718$1,323▼ $90,395
Land, Buildings, and Equipment, Net$1,237--
Total Assets$32,325,334$32,356,285▲ $30,951
Liabilities
Deferred Revenue$22,333,378$22,956,407▲ $623,029
Unsecured Notes Loans Payable$5,827,107$5,326,620▼ $500,487
Accounts Payable and Accrued Expenses$350,854$175,257▼ $175,597
Total Liabilities$28,511,339$28,458,284▼ $53,055
Net Assets / Fund Balance
Unrestricted Net Assets$3,813,995$3,898,001▲ $84,006
Total Net Assets Fund Balance$3,813,995$3,898,001▲ $84,006
Total Liabilities and Net Assets / Fund Balance$32,325,334$32,356,285▲ $30,951

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$4,351,992--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sean PenrithFormer Executive DirectorFT$132,809$127,932$260,741
Kristen KleimanChief Investment OfficerFT$178,488$58,830$237,318
Sheldon ZakreskiChief Operating OfficerFT$136,031$43,051$179,082
Karen WardDirector of FinanceFT$118,050$43,762$161,812

Board Members and Trustees

NameTitle
Laura BeaneBoard Chair
Patrick MaloneyVice Chair
Brad HunterDirector
David Vant HofDirector
Jason JohnsDirector
Morgan RiderDirector
Odin KnudsenDirector
Ryan McgrawDirector
Thomas DempseyDirector
Arya BehbehaniSecretary
Neal SaconTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$446,869
Program Service Revenue
$3,161,497
Investment Income
$2,390,451
Other Revenue
$0
All Other Contributions
$10,765
Change in Net Assets
$1,939,757

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,901,182
Revenue Not Reported on Financial Statements
$97,635
Revenue Not Reported on Form 990
$-1,769,680
Other Revenue Adjustments
$97,635
Total Revenue per Audited Statements
$4,131,502
Total Revenue per Form 990
$5,998,817
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,932,681
Salaries, Compensation, and Employee Benefits$1,126,379
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$1,958,447--$1,958,447
Current Officers, Directors, Trustees, and Key Employees$593,402$245,552-$838,954
Fees for Services Other$334,970$69,233-$404,203
Interest$160,904--$160,904
Office Expenses$97,123$32,374-$129,497
Other Salaries and Wages$46,259$82,861-$129,120
Fees for Service Investment Mgmnt Fees-$97,635-$97,635
Other Employee Benefits$55,106$38,294-$93,400
Occupancy$42,608$29,609-$72,217
Payroll Taxes$34,462$23,948-$58,410
Fees for Services Accounting-$57,485-$57,485
Travel$23,743$5,196-$28,939
Fees for Services Legal-$13,629-$13,629
Conferences and Meetings$3,596$5,731-$9,327
Pension Plan Contributions$3,832$2,663-$6,495
Depreciation Depletion-$398-$398
Total Functional Expenses$3,354,452$704,608$0$4,059,060

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,059,060
Total Expenses per Audited Statements$4,047,496
Expenses per Audited Statements$3,961,425
Expenses Not Reported on Financial Statements$97,635
Other Expense Adjustments$97,635
Expenses Not Reported on Form 990$86,071
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
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The organization's management reviews form 990 and provides copies to the full board of directors prior to their regularly scheduled meeting.

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

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, Section B, Line 15

In 2018, the board reviews and approves all compensation paid to the officers of the organization. Compensation decisions by the board and duly authorized employees are based on annual evaluation of job performance and updated comparability data which includes but is not limited to compensation levels paid by similar organizations for comparable positions and current compensation surveys compiled by independent firms.

Form 990, Part VI, Section C, Line 19

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. The annual audited financial statements are accessible on the organization's webpage.

Filing and Contact Details

Filer

Filer Name
Oregon Climate Trust
EIN
91-1829325
Phone
5032381915
Address
80 SE MADISON STREET NO 420, PORTLAND, OR 97214

Signing Officer

Name
Sheldon Zakreski
Title
COO
Phone
5032381915
Signed
2019-06-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sheldon Zakreski
Formed
1997
Legal Domicile
Or
Voting Board Members
10
Independent Board Members
10
Employees
12
Volunteers
10

Preparer

Firm
Moss Adams Llp
Address
805 SW BROADWAY STE 1200, PORTLAND, OR 97205
Preparer
Wendy Campos
Phone
5032421447
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Oct is exempt from federal and state income taxes under section 501(c)(3) of the internal revenue code. No provision for income taxes is made in the accompanying financial statements, as oct has no activities subject to unrelated business income tax. Oct is not a private foundation. Oct recognizes the tax benefit from uncertain tax positions only if it is more likely than not that the tax positions will be sustained on examination by the tax authorities, based on the technical merits of the position. The tax benefit is measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. Oct recognizes interest and penalties related to income tax matters, if any, in administrative expense. Oct had no unrecognized tax benefits at december 31, 2018 or 2017. No interest or penalties accrued for the years ended december 31, 2018 or 2017. Oct files an exempt organization return in the u.s. The ctc's are single member limited liability corporations or limited partnerships with no limited partners, all controlled by oct and considered disregarded entities for tax purposes.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Investment management fees

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Investment management fees

Raw XML AppendixShowing 400 of 681 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/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/TitleTxt11FORMER EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF INVESTMENT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF FINANCE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0161
IRS990/GainOrLossGrp/SecuritiesAmt01896780
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt0436104
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01000
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt025307438
IRS990/GrossReceiptsAmt029410314
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InterestGrp/ProgramServicesAmt0160904
IRS990/InterestGrp/TotalAmt0160904
IRS990/InventoriesForSaleOrUseGrp/BOYAmt02183738
IRS990/InventoriesForSaleOrUseGrp/EOYAmt02262500
IRS990/InvestmentIncomeGrp/ExclusionAmt0493510
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0493510
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt02735931
IRS990/InvestmentsProgramRelatedGrp/EOYAmt04351992
IRS990/InvestmentsPubTradedSecGrp/BOYAmt020982548
IRS990/InvestmentsPubTradedSecGrp/EOYAmt017562935
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01237
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0839
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt023410658
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE CLIMATE TRUST MOBILIZES CONSERVATION FINANCE TO MAXIMIZE ENVIRONMENTAL RETURNS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03813995
IRS990/NetAssetsOrFundBalancesEOYAmt03898001
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01896941
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01896941
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1855751
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt029609
IRS990/OccupancyGrp/ProgramServicesAmt042608
IRS990/OccupancyGrp/TotalAmt072217
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt032374
IRS990/OfficeExpensesGrp/ProgramServicesAmt097123
IRS990/OfficeExpensesGrp/TotalAmt0129497
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt038294
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt055106
IRS990/OtherEmployeeBenefitsGrp/TotalAmt093400
IRS990/OtherExpensesGrp/Desc0OFFSET CONTRACTS
IRS990/OtherExpensesGrp/ProgramServicesAmt01958447
IRS990/OtherExpensesGrp/TotalAmt01958447
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt082861
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt046259
IRS990/OtherSalariesAndWagesGrp/TotalAmt0129120
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt023948
IRS990/PayrollTaxesGrp/ProgramServicesAmt034462
IRS990/PayrollTaxesGrp/TotalAmt058410
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02663
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03832
IRS990/PensionPlanContributionsGrp/TotalAmt06495
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01585464
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01393253
IRS990/PrincipalOfficerNm0SHELDON ZAKRESKI
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0OFFSET PROJECT REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1OFFSET FEE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2CLIMATE SERVICES REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02490539
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1665958
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt25000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02490539
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1665958
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt25000
IRS990/ProgSrvcAccomActy2Grp/Desc0CLIMATE SERVICES. DEVELOPS RESOURCES AND MATERIALS TO SUPPORT THE IMPLEMENTATION OF PROJECTS THAT REDUCE, SEQUESTER OR AVOID GREENHOUSE GAS EMISSIONS. AS A RESULT, WE WORK WITH LANDOWNERS AND PROJECT DEVELOPERS TO EVALUATE, FINANCE AND MANAGE THE CREATION AND COMMERCIALIZATION OF GREENHOUSE GAS EMISSIONS REDUCTIONS THAT CAN BE TRADED AND RETIRED TO MEET REGULATORY AND VOLUNTARY GREENHOUSE GAS EMISSION REDUCTION COMMITMENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt05000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0401525
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0327612
IRS990/PYOtherExpensesAmt05594274
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt06637635
IRS990/PYRevenuesLessExpensesAmt0226361
IRS990/PYSalariesCompEmpBnftPaidAmt01546137
IRS990/PYTotalExpensesAmt07140411
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07366772
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01939757
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt03156497
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04563226
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06567412
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0446869
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0401525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0379440
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0163085
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01390919
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0493510
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0327612
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0340300
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0357002
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0419257
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01937681
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03161497
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06637635
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04507360
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05338090
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0950596
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt020595178
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0493510
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0327612
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0340300
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0357002
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0419257
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01937681
IRS990ScheduleA/InvestmentIncomeCYPct00.08100
IRS990ScheduleA/InvestmentIncomePYPct00.08610
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91900
IRS990ScheduleA/PublicSupportPY509Pct00.91390
IRS990ScheduleA/PublicSupportTotal509Amt021986097
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03608366
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07039160
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04886800
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05501175
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0950596
IRS990ScheduleA/Total509Grp/TotalAmt021986097
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04101876
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07366772
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05227100
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05858177
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01369853
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt023923778
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearAmt088238
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus1Amt0126755
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus2Amt0102365
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus3Amt0107107
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt0424465
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearAmt0352953
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus1Amt0507021
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus2Amt0409459
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus3Amt0428429
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt01697862
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearAmt05000
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus1Amt023136
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus2Amt040943
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt069079
IRS990ScheduleC/GrassrootsCeilingAmt0636698
IRS990ScheduleC/GrassrootsNontaxableGrp/FilingOrganizationsTotalAmt088238
IRS990ScheduleC/LobbyingCeilingAmt02546793
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt0352953
IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt04054060
IRS990ScheduleC/TotalDirectLobbyingGrp/FilingOrganizationsTotalAmt05000

Document Assets

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Filings

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