Civic Intelligence

The Fa Bartlett Tree Expert Company

990 • Fiscal year 2020 • EIN 06-1001544

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 04, 2021

Organization ProfileN/A
PO Box 3067Stamford, CT 06905-0067

(203) 323-1311

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.00x

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

26th percentile

0.00x

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Net Margin

33rd percentile

0.1%

Higher net margin than 33% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Asset Growth

47th percentile

6.0%

Faster asset growth than 47% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

13%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$152,068

Up $8,645 (+6.0%) from 2019

Net Assets

Up

$152,068

Up $8,645 (+6.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin33rd percentile

Revenue

Up

$11,669,414

Up $1,307,136 (+13%) from 2019

Expenses

Up

$11,660,769

Up $966,929 (+9.0%) from 2019

Net Income

Up

$8,645

Up $340,207 (+103%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$152,068
Liabilities$0
Net Assets$152,068
Open 2020 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$11,669,414
Expenses$11,660,769
Net Income$8,645
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 4, 2021
Return Version
2020v4.1
Gross Receipts
$11,669,414
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$143,423$152,068▲ $8,645
Rtn Earn Endowment Incm Other Fnds$143,423$152,068▲ $8,645
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$143,423$152,068▲ $8,645
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$143,423$152,068▲ $8,645
Total Liabilities and Net Assets / Fund Balance$143,423$152,068▲ $8,645
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
-Wells Fargo Bank, Na
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,221,458
Investment Income
$0
Other Revenue
$6,447,956
Change in Net Assets
$8,645

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,669,414
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,046,493
Total Revenue per Audited Statements
$12,715,907
Total Revenue per Form 990
$11,669,414
Expenses and Functional Allocation

Major Expense Lines

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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$11,660,769
Total Functional Expenses$0$0$0$11,660,769

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$12,835,138
Expenses per Audited Statements$11,660,769
Total Expenses per Form 990$11,660,769
Expenses Not Reported on Form 990$1,174,369
Expenses Not Reported on Financial Statements$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
2021-11-04
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
Buchbinder Tunick & Co Llp
Address
ONE PENN PLAZA - SUITE 3200, NEW YORK, NY 10119-0002
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, 2020, 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 2D - OTHER ADJUSTMENTS:

“Accrual basis financial statements compared to cash basis 990 1,046,493.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Accrual basis financial statements compared to cash basis 990 1,174,369.”

Raw XML Appendix260 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
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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt011660769
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
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
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IRS990/CreditCounselingInd00
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IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt011669414
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/IRPDocumentCnt00
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0143423
IRS990/NetAssetsOrFundBalancesEOYAmt0152068
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherOrganizationDsc0VEBA TRUST
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2128152
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1373372
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2128152
IRS990/OtherRevenueTotalAmt06447956
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05221458
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IRS990ScheduleD/RevenueSubtotalAmt011669414
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, 2020, 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/ExplanationTxt1ACCRUAL BASIS FINANCIAL STATEMENTS COMPARED TO CASH BASIS 990 1,046,493.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2ACCRUAL BASIS FINANCIAL STATEMENTS COMPARED TO CASH BASIS 990 1,174,369.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
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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.
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IRS990/WhistleblowerPolicyInd00
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL DONNELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02033231311
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-04
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/PreparerFirmGrp/PreparerFirmEIN0131578842
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUCHBINDER TUNICK & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PENN PLAZA - SUITE 3200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0101190002
ReturnHeader/PreparerPersonGrp/PhoneNum02126955003
ReturnHeader/ReturnTs02021-11-04T10:44:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DONNELLY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$152,068
Liabilities
$0
Net assets
$152,068
Revenue
$11,669,414
Expenses
$11,660,769
Net income
$8,645
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
2020Detailed filing. Detailed filing data is available for this year.$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