Civic Intelligence

Oregon Climate Trust

990 • Fiscal year 2020 • EIN 91-1829325

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 01, 2021

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

80th percentile

0.67x

Higher debt load relative to assets than 80% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

87th percentile

2.33x

Higher debt load relative to revenue than 87% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

52nd percentile

$256,699

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

13th percentile

-3.6%

Faster asset growth than 13% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

35th percentile

-3.0%

Faster revenue growth than 35% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Assets

Down

$33,329,528

Down $1,236,924 (-3.6%) from 2019

Net Assets

Up

$11,080,114

Up $703,452 (+6.8%) from 2019

Liabilities

Down

$22,249,414

Down $1,940,376 (-8.0%) from 2019

Revenue

Down

$9,559,026

Down $299,198 (-3.0%) from 2019

Expenses

Down

$7,212,534

Down $637,591 (-8.1%) from 2019

Net Income

Up

$2,346,492

Up $338,393 (+17%) from 2019

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

2020

Assets$33,329,528
Liabilities$22,249,414
Net Assets$11,080,114

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

2020

Revenue$9,559,026
Expenses$7,212,534
Net Income$2,346,492
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 1, 2021
Return Version
2020v4.1
Gross Receipts
$12,497,783
Mission and Program Overview

Mission

The 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$15,168,636$15,056,556▼ $112,080
Investments Program Related$8,330,089$6,001,322▼ $2,328,767
Inventories for Sale or Use$1,378,235$5,378,387▲ $4,000,152
Savings and Temporary Cash Investments$6,529,466$4,146,079▼ $2,383,387
Cash and Non-Interest-Bearing Accounts$1,777,016$1,420,419▼ $356,597
Prepaid Expenses and Deferred Charges$1,107,820$1,082,850▼ $24,970
Total Assets$34,566,452$33,329,528▼ $1,236,924
Other Assets Total$275,190$243,915▼ $31,275
Liabilities
Deferred Revenue$19,167,287$18,829,322▼ $337,965
Unsecured Notes Loans Payable$4,687,360$3,133,805▼ $1,553,555
Accounts Payable and Accrued Expenses$335,143$286,287▼ $48,856
Total Liabilities$24,189,790$22,249,414▼ $1,940,376
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,376,662$11,080,114▲ $703,452
Total Net Assets Fund Balance$10,376,662$11,080,114▲ $703,452
Total Liabilities and Net Assets / Fund Balance$34,566,452$33,329,528▼ $1,236,924

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$6,001,322--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristen KleimanChief Investment OfficerFT$192,320$64,379$256,699
Sheldon ZakreskiExecutive DirectorFT$159,650$52,914$212,564
Karen WardChief Financial OfficerFT$135,000$45,232$180,232
Julius PasayDirector of Project DevelopmentFT$113,416$11,105$124,521

Board Members and Trustees

NameTitle
Morgan RiderBoard Chair
Patrick MaloneyVice Chair
Amrita VatsalDirector
David Vant HofDirector
Heather LoechleDirector
Jason JohnsDirector
Kelley BeamerDirector
Odin KnudsenDirector
Ryan McgrawDirector
Arya BehbehaniSecretary
Brad HunterTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Source LLCCarbon Offset Purchases2825 E COTTONWOOD PKWY SUITE 400, Salt Lake City, UT 84121$1,547,171
Downeast Lakes Land TrustCarbon Offset Purchases4 WATER STREET, Grand Lake Stream, ME 04637$986,535
Elements Markets Emissions LLCCarbon Offset Purchases3555 TIMMONS LANE SUITE 900, Houston, TX 77027$238,226
Pacific Rim DairyCarbon Offset Purchases13406 ROAD 24, Corcoran, CA 93212$193,620
The Nature ConservancyUpfront Carbon Payment32 SOUTH EWING STREET, Helena, MT 59601$175,000
Revenue and Support

Revenue Composition

Contributions and Grants
$157,904
Program Service Revenue
$9,026,402
Investment Income
$374,720
Other Revenue
$0
All Other Contributions
$17,904
Change in Net Assets
$2,346,492

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,511,026
Revenue Not Reported on Financial Statements
$48,000
Revenue Not Reported on Form 990
$-1,643,040
Total Revenue per Audited Statements
$7,867,986
Total Revenue per Form 990
$9,559,026
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,136,827
Salaries, Compensation, and Employee Benefits$1,075,707
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$5,212,310--$5,212,310
Current Officers, Directors, Trustees, and Key Employees$417,511$231,985-$649,496
Fees for Services Other$541,862--$541,862
Other Salaries and Wages$188,235$77,431-$265,666
Fees for Services Accounting-$80,630-$80,630
Other Employee Benefits$50,810$24,229-$75,039
Office Expenses$41,614$21,437-$63,051
Payroll Taxes$37,638$19,389-$57,027
Occupancy$32,724$16,858-$49,582
Fees for Service Investment Mgmnt Fees-$48,000-$48,000
Fees for Services Legal$36,893--$36,893
Interest$33,969--$33,969
Insurance-$32,289-$32,289
Pension Plan Contributions$18,796$9,683-$28,479
Information Technology$13,872$7,146-$21,018
Travel$15,728--$15,728
Conferences and Meetings$1,495--$1,495
Total Functional Expenses$6,643,457$569,077$0$7,212,534

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,212,534
Expenses per Audited Statements$7,164,534
Total Expenses per Audited Statements$7,164,534
Expenses Not Reported on Financial Statements$48,000
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
Kristen Kleiman
Title
Chief Investment Officer
Phone
5032381915
Signed
2021-06-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristen Kleiman
Formed
1997
Legal Domicile
Or
Voting Board Members
11
Independent Board Members
11
Employees
6
Volunteers
11

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 loss - pilot projects -2,622,019.

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 management and general expense. Oct had no unrecognized tax benefits at december 31, 2020 and 2019. No interest and penalties were accrued for the years ended december 31, 2020 and 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 loss - pilot projects

Raw XML AppendixShowing 400 of 664 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/PersonNm6JASON JOHNS
IRS990/Form990PartVIISectionAGrp/PersonNm7ODIN KNUDSEN
IRS990/Form990PartVIISectionAGrp/PersonNm8KELLEY BEAMER
IRS990/Form990PartVIISectionAGrp/PersonNm9AMRITA VATSAL
IRS990/Form990PartVIISectionAGrp/PersonNm10HEATHER LOECHLE
IRS990/Form990PartVIISectionAGrp/PersonNm11KRISTEN KLEIMAN
IRS990/Form990PartVIISectionAGrp/PersonNm12SHELDON ZAKRESKI
IRS990/Form990PartVIISectionAGrp/PersonNm13KAREN WARD
IRS990/Form990PartVIISectionAGrp/PersonNm14JULIUS PASAY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11230816
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12193310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13162480
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14113416
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/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
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/TitleTxt11CHIEF INVESTMENT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF PROJECT DEVELOPMENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-49722
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt0140000
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02889035
IRS990/GrossReceiptsAmt012497783
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt07146
IRS990/InformationTechnologyGrp/ProgramServicesAmt013872
IRS990/InformationTechnologyGrp/TotalAmt021018
IRS990/InsuranceGrp/ManagementAndGeneralAmt032289
IRS990/InsuranceGrp/TotalAmt032289
IRS990/InterestGrp/ProgramServicesAmt033969
IRS990/InterestGrp/TotalAmt033969
IRS990/InventoriesForSaleOrUseGrp/BOYAmt01378235
IRS990/InventoriesForSaleOrUseGrp/EOYAmt05378387
IRS990/InvestmentIncomeGrp/ExclusionAmt0424442
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0424442
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt08330089
IRS990/InvestmentsProgramRelatedGrp/EOYAmt06001322
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015168636
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015056556
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02938757
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/NetAssetsOrFundBalancesBOYAmt010376662
IRS990/NetAssetsOrFundBalancesEOYAmt011080114
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-49722
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-49722
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0978979
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt010376662
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt011080114
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt016858
IRS990/OccupancyGrp/ProgramServicesAmt032724
IRS990/OccupancyGrp/TotalAmt049582
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt021437
IRS990/OfficeExpensesGrp/ProgramServicesAmt041614
IRS990/OfficeExpensesGrp/TotalAmt063051
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0275190
IRS990/OtherAssetsTotalGrp/EOYAmt0243915
IRS990/OtherChangesInNetAssetsAmt0-2622019
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt024229
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt050810
IRS990/OtherEmployeeBenefitsGrp/TotalAmt075039
IRS990/OtherExpensesGrp/Desc0OFFSET CONTRACTS
IRS990/OtherExpensesGrp/ProgramServicesAmt05212310
IRS990/OtherExpensesGrp/TotalAmt05212310
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt077431
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0188235
IRS990/OtherSalariesAndWagesGrp/TotalAmt0265666
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt019389
IRS990/PayrollTaxesGrp/ProgramServicesAmt037638
IRS990/PayrollTaxesGrp/TotalAmt057027
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09683
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt018796
IRS990/PensionPlanContributionsGrp/TotalAmt028479
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01107820
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01082850
IRS990/PrincipalOfficerNm0KRISTEN KLEIMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0OFFSET PROJECT REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1PILOT PROJECT REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2OFFSET FEE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06659867
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11373292
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2993243
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06659867
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11373292
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2993243
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt041459
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0546774
IRS990/PYOtherExpensesAmt06768771
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt09269991
IRS990/PYRevenuesLessExpensesAmt02008099
IRS990/PYSalariesCompEmpBnftPaidAmt01081354
IRS990/PYTotalExpensesAmt07850125
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09858224
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02346492
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt09026402
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06529466
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04146079
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0157904
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt041459
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0446869
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0401525
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0379440
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01427197
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0424442
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0516902
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0493510
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0327612
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0340300
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02102766
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt09026402
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt09269991
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03161497
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt06637635
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04507360
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt032602885
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0424442
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0516902
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0493510
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0327612
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0340300
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02102766
IRS990ScheduleA/InvestmentIncomeCYPct00.05820
IRS990ScheduleA/InvestmentIncomePYPct00.06290
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94180
IRS990ScheduleA/PublicSupportPY509Pct00.93710
IRS990ScheduleA/PublicSupportTotal509Amt034030082
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt09184306
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt09311450

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
2020Detailed filing. Detailed filing data is available for this year.$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