Civic Intelligence

The Fa Bartlett Tree Expert Company

EIN 06-1001544 • 501(c)9 • Stamford, CT

Profile

Provision of group health and welfare benefits for employees and their families.

PO Box 3067Stamford, CT 06905-0067

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

37th percentile

0.3%

Higher net margin than 37% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

84th percentile

19%

Faster asset growth than 84% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

18th percentile

-6.4%

Faster revenue growth than 18% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$398,305

Up $63,326 (+19%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$398,305

Up $63,326 (+19%) from 2023

Operations
Liabilities / Revenue31st percentileNet Margin37th percentile

Revenue

Down

$23,142,667

Down $1,590,181 (-6.4%) from 2023

Expenses

Down

$23,079,341

Down $1,576,394 (-6.4%) from 2023

Net Income

Down

$63,326

Down $13,787 (-18%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $382,094Liabilities 2011: $0Net Assets 2011: $382,0942011Assets 2012: $217,329Liabilities 2012: $0Net Assets 2012: $217,3292012Assets 2013: $337,227Liabilities 2013: $0Net Assets 2013: $337,2272013Assets 2014: $417,273Liabilities 2014: $0Net Assets 2014: $417,2732014Assets 2015: $284,743Liabilities 2015: $0Net Assets 2015: $284,7432015Assets 2016: $396,377Liabilities 2016: $0Net Assets 2016: $396,3772016Assets 2017: $352,810Liabilities 2017: $0Net Assets 2017: $352,8102017Assets 2018: $474,985Liabilities 2018: $0Net Assets 2018: $474,9852018Assets 2019: $143,423Liabilities 2019: $0Net Assets 2019: $143,4232019Assets 2020: $152,068Liabilities 2020: $0Net Assets 2020: $152,0682020Assets 2021: $425,363Liabilities 2021: $0Net Assets 2021: $425,3632021Assets 2022: $257,866Liabilities 2022: $0Net Assets 2022: $257,8662022Assets 2023: $334,979Liabilities 2023: $0Net Assets 2023: $334,9792023Assets 2024: $398,305Liabilities 2024: $0Net Assets 2024: $398,3052024

Highlighted filing

2024

Assets$398,305
Liabilities$0
Net Assets$398,305
Open 2024 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MRevenue 2011: $6,464,833Expenses 2011: $6,240,426Net Income 2011: $224,4072011Revenue 2012: $7,538,056Expenses 2012: $7,702,821Net Income 2012: -$164,7652012Revenue 2013: $6,941,960Expenses 2013: $6,822,063Net Income 2013: $119,8972013Revenue 2014: $7,187,480Expenses 2014: $7,107,434Net Income 2014: $80,0462014Revenue 2015: $8,064,633Expenses 2015: $8,197,163Net Income 2015: -$132,5302015Revenue 2016: $10,331,380Expenses 2016: $10,219,746Net Income 2016: $111,6342016Revenue 2017: $9,267,003Expenses 2017: $9,310,570Net Income 2017: -$43,5672017Revenue 2018: $10,160,037Expenses 2018: $10,037,863Net Income 2018: $122,1742018Revenue 2019: $10,362,278Expenses 2019: $10,693,840Net Income 2019: -$331,5622019Revenue 2020: $11,669,414Expenses 2020: $11,660,769Net Income 2020: $8,6452020Revenue 2021: $16,893,698Expenses 2021: $16,630,991Net Income 2021: $262,7072021Revenue 2022: $18,866,558Expenses 2022: $19,034,055Net Income 2022: -$167,4972022Revenue 2023: $24,732,848Expenses 2023: $24,655,735Net Income 2023: $77,1132023Revenue 2024: $23,142,667Expenses 2024: $23,079,341Net Income 2024: $63,3262024

Highlighted filing

2024

Revenue$23,142,667
Expenses$23,079,341
Net Income$63,326
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$398,305
Liabilities
$0
Net assets
$398,305
Revenue
$23,142,667
Expenses
$23,079,341
Net income
$63,326
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$23.1$23.1$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$24.7$24.7$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.00$0.26$18.9$19.0$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.43$16.9$16.6$0.26
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$11.7$11.7$0.01
2019Summary only. Only limited summary data is available for this year.$0.14$0.00$0.14$10.4$10.7$0.33
2018Summary only. Only limited summary data is available for this year.$0.47$0.00$0.47$10.2$10.0$0.12
2017Summary only. Only limited summary data is available for this year.$0.35$0.00$0.35$9.27$9.31$0.04
2016Summary only. Only limited summary data is available for this year.$0.40$0.00$0.40$10.3$10.2$0.11
2015Summary only. Only limited summary data is available for this year.$0.28$0.00$0.28$8.06$8.20$0.13
2014Summary only. Only limited summary data is available for this year.$0.42$0.00$0.42$7.19$7.11$0.08
2013Summary only. Only limited summary data is available for this year.$0.34$0.00$0.34$6.94$6.82$0.12
2012Summary only. Only limited summary data is available for this year.$0.22$0.00$0.22$7.54$7.70$0.16
2011Summary only. Only limited summary data is available for this year.$0.38$0.00$0.38$6.46$6.24$0.22
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 6, 2024
Return Version
2023v5.1
Gross Receipts
$24,732,848
Mission and Program Overview

Mission

Provision of group health and welfare benefits for employees and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$257,866$334,979▲ $77,113
Rtn Earn Endowment Incm Other Fnds$257,866$334,979▲ $77,113
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$257,866$334,979▲ $77,113
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$257,866$334,979▲ $77,113
Total Liabilities and Net Assets / Fund Balance$257,866$334,979▲ $77,113
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Jeffrey GibersonPlan Adminstrator
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$21,208,946
Investment Income
$0
Other Revenue
$3,523,902
Change in Net Assets
$77,113

Audited Revenue Reconciliation

Revenue per Audited Statements
$21,208,946
Revenue Not Reported on Financial Statements
$3,523,902
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$3,523,902
Total Revenue per Audited Statements
$21,208,946
Total Revenue per Form 990
$24,732,848
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,041,426
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$23,614,309
Other Expenses---$1,011,426
Fees for Services Other---$30,000
Total Functional Expenses$0$0$0$24,655,735

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$24,655,735
Expenses per Audited Statements$21,131,833
Total Expenses per Audited Statements$21,131,833
Expenses Not Reported on Financial Statements$3,523,902
Other Expense Adjustments$3,523,902
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 form 990 is reviewed by a member of the employment and benefits group.”

Form 990, Part VI, Section C, Line 19

“The trust's governing documents and financial statements are made available the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Fa Bartlett Tree Expert Company
EIN
06-1001544
Phone
2033231311
Address
PO BOX 3067, STAMFORD, CT 06905-0067

Signing Officer

Name
Carol Donnelly
Title
Chief Financial Officer
Phone
2033231311
Signed
2024-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carol Donnelly
Formed
1979
Legal Domicile
Ct
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Weaver and Tidwell Llp
Address
ONE PENNSYLVANIA PLAZA SUITE 3200, NEW YORK, NY 10119
Preparer
Peter Metz
Phone
2126955003
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“Management assumes responsibility from oversight of the audit, its financial statements and selection of an independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the program and recognize a tax liability (or asset) if the program has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the program, and has concluded that as of december 31, 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“REBATES 3,523,902.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“REBATES 3,523,902.”

Raw XML Appendix283 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVISION OF GROUP HEALTH AND WELFARE BENEFITS FOR EMPLOYEES AND THEIR FAMILIES.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt023614309
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE FA BARTLETT TREE EXPERT COMPANY
IRS990/BooksInCareOfDetail/PhoneNum02033231311
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01290 E MAIN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0STAMFORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006902
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0257866
IRS990/CashNonInterestBearingGrp/EOYAmt0334979
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt023614309
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt01041426
IRS990/CYOtherRevenueAmt03523902
IRS990/CYProgramServiceRevenueAmt021208946
IRS990/CYRevenuesLessExpensesAmt077113
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt024655735
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt024732848
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE PLAN PROVIDES HEALTH BENEFITS AND LIFE INSURANCE BENEFITS TO QUALIFIED EMPLOYEES OF THE COMPANY AND TO THEIR BENEFICIARIES AND COVERED DEPENDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/TotalAmt030000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.50
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0JEFFREY GIBERSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0PLAN ADMINSTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt024732848
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVISION OF GROUP HEALTH AND WELFARE BENEFITS FOR EMPLOYEES AND THEIR FAMILIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0257866
IRS990/NetAssetsOrFundBalancesEOYAmt0334979
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CLAIMS PROCESSING FEE
IRS990/OtherExpensesGrp/TotalAmt01011426
IRS990/OtherOrganizationDsc0VEBA TRUST
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REBATES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03523902
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03523902
IRS990/OtherRevenueTotalAmt03523902
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CAROL DONNELLY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2COBRA CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014323288
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16794750
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt290908
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014323288
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16794750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt290908
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt018054966
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0979089
IRS990/PYOtherRevenueAmt01612848
IRS990/PYProgramServiceRevenueAmt017253710
IRS990/PYRevenuesLessExpensesAmt0-167497
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt019034055
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt018866558
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt077113
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0257866
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0334979
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03523902
IRS990ScheduleD/ExpensesSubtotalAmt021131833
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesNotIncludedAmt03523902
IRS990ScheduleD/OtherRevenuesNotIncludedAmt03523902
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt03523902
IRS990ScheduleD/RevenueSubtotalAmt021208946
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PROGRAM AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PROGRAM HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PROGRAM, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REBATES 3,523,902.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REBATES 3,523,902.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt024655735
IRS990ScheduleD/TotalRevenuePerForm990Amt024732848
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt021208946
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt021131833
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY A MEMBER OF THE EMPLOYMENT AND BENEFITS GROUP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MANAGEMENT ASSUMES RESPONSIBILITY FROM OVERSIGHT OF THE AUDIT, ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0THE FA BARTLETT TREE EXPERT COMPANY
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0257866
IRS990/TotalAssetsEOYAmt0334979
IRS990/TotalAssetsGrp/BOYAmt0257866
IRS990/TotalAssetsGrp/EOYAmt0334979
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt024655735
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0257866
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0334979
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt021208946
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt024732848
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt024732848
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0257866
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0334979
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 3067
IRS990/USAddress/CityNm0STAMFORD
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd0069050067
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL DONNELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02033231311
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FA BARTLETT TREE EXPERT COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0FABA
ReturnHeader/Filer/EIN0061001544
ReturnHeader/Filer/PhoneNum02033231311
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3067
ReturnHeader/Filer/USAddress/CityNm0STAMFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0069050067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0750786316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEAVER AND TIDWELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PENNSYLVANIA PLAZA SUITE 3200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010119
ReturnHeader/PreparerPersonGrp/PhoneNum02126955003
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER METZ
ReturnHeader/ReturnTs02024-11-07T11:42:50-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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