CLIMATE ADVISERS TRUST (EIN 823342907) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

NIGEL PURVIS

Phone

2023504950

Tax Period

2022-01-01 to 2022-12-31

CLIMATE ADVISERS TRUST, founded in 2017, is a small nonprofit in the Environment sector that reported $379K in total revenue in fiscal year 2022. Revenue fell 75% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $60K, a strong 16% operating margin.

Mission

PROMOTE CLIMATE ACTION THROUGH SENSIBLE SOLUTIONS THAT CREATE JOBS & ADDRESS SOCIAL CHALLENGES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $175,084

Program Service Revenue $0

Investment Income $672

Other Revenue $202,970

TOTAL REVENUE $378,726

Expense Breakdown

Grants Paid $52,141

Salaries & Benefits $153,702

Fundraising Expenses $0

Program Expenses $179,314

Other Expenses $113,123

TOTAL EXPENSES $318,966

Year-over-Year Comparison

	2022	2021	Change
Revenue	$378,726	$1,540,723	-0.8%
Expenses	$318,966	$1,645,964	-0.8%
Net Income	$59,760	$-105,241	-1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID GARDINER	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
FRANK E LOY	BOARD MEMBER (TO 05/2022)	1.00	Director	$0	$0	$0
K RUSSELL LAMOTTE	BOARD MEMBER	1.00	Director	$0	$0	$0
ASTRID DVERMEER	BOARD MEMBER	1.00	Director	$0	$0	$0
NIGEL PURVIS	CEO	40.00	Officer	$0	$0	$0
CLAIRE LANGLEY	VP, DIRECTOR OF PROGRAMS	40.00	Officer	$0	$0	$0
ANDREW JENS	CFO (TO 05/2022)	40.00	Officer	$0	$0	$0
ROSARIA LEONG	CFO (AS OF 06/2022)	40.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2022	$378,726	$318,966	$100	$59,760
2021	$1,540,723	$1,645,964	$346,724	$-105,241
2020	$6,371,161	$6,430,678	$673,314	$-59,517
2018	$1,328,716	$1,634,693	$100	$-305,977

CLIMATE ADVISERS TRUST