Civic Intelligence

The Fa Bartlett Tree Expert Company

990 • Fiscal year 2022 • EIN 06-1001544

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 08, 2023

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.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

25th percentile

0.00x

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

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Net Margin

33rd percentile

-0.9%

Higher net margin than 33% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2022 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2022

Asset Growth

4th percentile

-39%

Faster asset growth than 4% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

80th percentile

12%

Faster revenue growth than 80% of similar nonprofits.

2022 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$257,866

Down $167,497 (-39%) from 2021

Net Assets

Down

$257,866

Down $167,497 (-39%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin33rd percentile

Revenue

Up

$18,866,558

Up $1,972,860 (+12%) from 2021

Expenses

Up

$19,034,055

Up $2,403,064 (+14%) from 2021

Net Income

Down

-$167,497

Down $430,204 (-164%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2022

Assets$257,866
Liabilities$0
Net Assets$257,866
Open 2022 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

2022

Revenue$18,866,558
Expenses$19,034,055
Net Income-$167,497
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 8, 2023
Return Version
2022v5.0
Gross Receipts
$18,866,558
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$381,902$257,866▼ $124,036
Rtn Earn Endowment Incm Other Fnds$425,363$257,866▼ $167,497
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$425,363$257,866▼ $167,497
Other Assets Total$43,461$0▼ $43,461
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$425,363$257,866▼ $167,497
Total Liabilities and Net Assets / Fund Balance$425,363$257,866▼ $167,497
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Jeffrey GibersonPlan Adminstrator
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$17,253,710
Investment Income
$0
Other Revenue
$1,612,848
Change in Net Assets
$-167,497

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,253,710
Revenue Not Reported on Financial Statements
$1,612,848
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$1,612,848
Total Revenue per Audited Statements
$17,253,710
Total Revenue per Form 990
$18,866,558
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$979,089
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---$18,054,966
Other Expenses---$946,589
Fees for Services Other---$32,500
Total Functional Expenses$0$0$0$19,034,055

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$19,034,055
Expenses per Audited Statements$17,421,207
Total Expenses per Audited Statements$17,421,207
Expenses Not Reported on Financial Statements$1,612,848
Other Expense Adjustments$1,612,848
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
2023-09-08
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, 2022, 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 1,612,848.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“REBATES 1,612,848.”

Raw XML Appendix269 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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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, 2022, 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 1,612,848.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REBATES 1,612,848.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
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ReturnHeader/BusinessOfficerGrp/PhoneNum02033231311
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FA BARTLETT TREE EXPERT COMPANY
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ReturnHeader/Filer/EIN0061001544
ReturnHeader/Filer/PhoneNum02033231311
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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/ReturnTs02023-09-13T15:18:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DONNELLY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$257,866
Liabilities
$0
Net assets
$257,866
Revenue
$18,866,558
Expenses
$19,034,055
Net income
-$167,497
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
2022Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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