Civic Intelligence

Oregon Climate Trust

990 • Fiscal year 2019 • EIN 91-1829325

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 17, 2020

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

82nd percentile

0.70x

Higher debt load relative to assets than 82% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

88th percentile

2.45x

Higher debt load relative to revenue than 88% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

79th percentile

20%

Higher net margin than 79% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

51st percentile

$253,858

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

60th percentile

6.8%

Faster asset growth than 60% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

92nd percentile

64%

Faster revenue growth than 92% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Assets

Up

$34,566,452

Up $2,210,167 (+6.8%) from 2018

Net Assets

Up

$10,376,662

Up $6,478,661 (+166%) from 2018

Liabilities

Down

$24,189,790

Down $4,268,494 (-15%) from 2018

Revenue

Up

$9,858,224

Up $3,859,407 (+64%) from 2018

Expenses

Up

$7,850,125

Up $3,791,065 (+93%) from 2018

Net Income

Up

$2,008,099

Up $68,342 (+3.5%) from 2018

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

2019

Assets$34,566,452
Liabilities$24,189,790
Net Assets$10,376,662

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

2019

Revenue$9,858,224
Expenses$7,850,125
Net Income$2,008,099
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 17, 2020
Return Version
2019v5.1
Gross Receipts
$28,902,657
Mission and Program Overview

Mission

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

See schedule othe climate trust combats climate change by funding and managing projects that reduce greenhouse gas emissions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$17,562,935$15,168,636▼ $2,394,299
Investments Program Related$4,351,992$8,330,089▲ $3,978,097
Savings and Temporary Cash Investments$6,567,412$6,529,466▼ $37,946
Cash and Non-Interest-Bearing Accounts$216,870$1,777,016▲ $1,560,146
Inventories for Sale or Use$2,262,500$1,378,235▼ $884,265
Prepaid Expenses and Deferred Charges$1,393,253$1,107,820▼ $285,433
Accounts Receivable$1,323--
Total Assets$32,356,285$34,566,452▲ $2,210,167
Other Assets Total$0$275,190▲ $275,190
Liabilities
Deferred Revenue$22,956,407$19,167,287▼ $3,789,120
Unsecured Notes Loans Payable$5,326,620$4,687,360▼ $639,260
Accounts Payable and Accrued Expenses$175,257$335,143▲ $159,886
Total Liabilities$28,458,284$24,189,790▼ $4,268,494
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,898,001$10,376,662▲ $6,478,661
Total Net Assets Fund Balance$3,898,001$10,376,662▲ $6,478,661
Total Liabilities and Net Assets / Fund Balance$32,356,285$34,566,452▲ $2,210,167

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$8,330,089--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristen KleimanChief Investment OfficerFT$179,727$74,131$253,858
Sheldon ZakreskiChief Operating OfficerFT$149,966$60,631$210,597
Karen WardDirector of FinanceFT$122,115$45,589$167,704

Board Members and Trustees

NameTitle
Morgan RiderBoard Chair
Laura BeanePrior Board Chair
Patrick MaloneyVice Chair
David Vant HofDirector
Jason JohnsDirector
Odin KnudsenDirector
Ryan McgrawDirector
Thomas DempseyPrior Director
Neal SaconPrior Treasurer
Arya BehbehaniSecretary
Brad HunterTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Source LLCCarbon Offset Purchases2825 E COTTONWOOD PARKWAY SUITE 40, Cottonwood Heights, UT 84121$313,224
Farm Power LLCCarbon Offset Purchases1934 S WALL STREET, Mount Vernon, WA 98273$306,511
Elements Markets Emissions LLCCarbon Offset Purchases3555 TIMMONS LANE SUITE 900, Houston, TX 77027$233,597
Revenue and Support

Revenue Composition

Contributions and Grants
$41,459
Program Service Revenue
$9,269,991
Investment Income
$546,774
Other Revenue
$0
All Other Contributions
$18,493
Change in Net Assets
$2,008,099

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,810,199
Revenue Not Reported on Financial Statements
$48,025
Revenue Not Reported on Form 990
$4,470,562
Total Revenue per Audited Statements
$14,280,761
Total Revenue per Form 990
$9,858,224
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,768,771
Salaries, Compensation, and Employee Benefits$1,081,354
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$6,244,814--$6,244,814
Current Officers, Directors, Trustees, and Key Employees$417,224$214,934-$632,158
Other Salaries and Wages$219,462$113,056-$332,518
Fees for Services Other$126,828--$126,828
Office Expenses$30,684$33,027-$63,711
Fees for Services Accounting-$62,428-$62,428
Payroll Taxes$37,397$19,265-$56,662
Occupancy$36,962$19,041-$56,003
Interest$55,390--$55,390
Other Employee Benefits$34,839$17,947-$52,786
Fees for Service Investment Mgmnt Fees-$48,025-$48,025
Fees for Services Legal$42,800--$42,800
Travel$24,077$6,019-$30,096
Information Technology$10,171$5,239-$15,410
Insurance-$15,144-$15,144
Pension Plan Contributions$4,772$2,458-$7,230
Conferences and Meetings$2,918$1,254-$4,172
Fees for Services Lobbying$3,950--$3,950
Total Functional Expenses$7,292,288$557,837$0$7,850,125

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,850,125
Expenses per Audited Statements$7,802,100
Total Expenses per Audited Statements$7,802,100
Expenses Not Reported on Financial Statements$48,025
Expenses Not Reported on Form 990$0
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 35% controlled entity
No
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

Annually 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
Executive Director
Phone
5032381915
Signed
2020-04-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sheldon Zakreski
Formed
1997
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
Employees
7
Volunteers
8

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

Unrealized gain - pilot projects 3,717,274.

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, 2019. No interest and penalties were accrued for the year ended december 31, 2019. Oct files an exempt organization return in the u.s. Federal jurisdiction. 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 2D - OTHER ADJUSTMENTS:

Unrealized gain - pilot projects

Raw XML AppendixShowing 400 of 684 raw XML fields

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11229712
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12193203
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13151452
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRIOR BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRIOR TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRIOR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF INVESTMENT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF FINANCE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt029872
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt022966
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt019074305
IRS990/GrossReceiptsAmt028902657
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05239
IRS990/InformationTechnologyGrp/ProgramServicesAmt010171
IRS990/InformationTechnologyGrp/TotalAmt015410
IRS990/InsuranceGrp/ManagementAndGeneralAmt015144
IRS990/InsuranceGrp/TotalAmt015144
IRS990/InterestGrp/ProgramServicesAmt055390
IRS990/InterestGrp/TotalAmt055390
IRS990/InventoriesForSaleOrUseGrp/BOYAmt02262500
IRS990/InventoriesForSaleOrUseGrp/EOYAmt01378235
IRS990/InvestmentIncomeGrp/ExclusionAmt0516902
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0516902
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt04351992
IRS990/InvestmentsProgramRelatedGrp/EOYAmt08330089
IRS990/InvestmentsPubTradedSecGrp/BOYAmt017562935
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015168636
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt019044433
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE CLIMATE TRUST COMBATS CLIMATE CHANGE BY FUNDING AND MANAGING PROJECTS THAT REDUCE GREENHOUSE GAS EMISSIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03898001
IRS990/NetAssetsOrFundBalancesEOYAmt010376662
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt029872
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt029872
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0753288
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03898001
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010376662
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt019041
IRS990/OccupancyGrp/ProgramServicesAmt036962
IRS990/OccupancyGrp/TotalAmt056003
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt033027
IRS990/OfficeExpensesGrp/ProgramServicesAmt030684
IRS990/OfficeExpensesGrp/TotalAmt063711
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0275190
IRS990/OtherChangesInNetAssetsAmt03717274
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt017947
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt034839
IRS990/OtherEmployeeBenefitsGrp/TotalAmt052786
IRS990/OtherExpensesGrp/Desc0OFFSET CONTRACTS
IRS990/OtherExpensesGrp/ProgramServicesAmt06244814
IRS990/OtherExpensesGrp/TotalAmt06244814
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0113056
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0219462
IRS990/OtherSalariesAndWagesGrp/TotalAmt0332518
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt019265
IRS990/PayrollTaxesGrp/ProgramServicesAmt037397
IRS990/PayrollTaxesGrp/TotalAmt056662
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02458
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04772
IRS990/PensionPlanContributionsGrp/TotalAmt07230
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01393253
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01107820
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/Desc2PILOT PROJECT OFFSET REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07219883
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11226358
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2823750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07219883
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11226358
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2823750
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0446869
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02390451
IRS990/PYOtherExpensesAmt02932681
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03161497
IRS990/PYRevenuesLessExpensesAmt01939757
IRS990/PYSalariesCompEmpBnftPaidAmt01126379
IRS990/PYTotalExpensesAmt04059060
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05998817
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02008099
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt09269991
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06567412
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06529466
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt041459
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0446869
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0401525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0379440
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0163085
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01432378
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0516902
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0493510
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0327612
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0340300
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0357002
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02035326
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt09269991
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03161497
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06637635
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04507360
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt05338090
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt028914573
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0516902
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0493510
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0327612
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0340300
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0357002
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02035326
IRS990ScheduleA/InvestmentIncomeCYPct00.06290
IRS990ScheduleA/InvestmentIncomePYPct00.08100
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93710
IRS990ScheduleA/PublicSupportPY509Pct00.91900
IRS990ScheduleA/PublicSupportTotal509Amt030346951
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt09311450
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03608366
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07039160
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04886800
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05501175
IRS990ScheduleA/Total509Grp/TotalAmt030346951
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt09828352
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04101876
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt07366772
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05227100
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt05858177
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt032382277
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED

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