Civic Intelligence

The Fa Bartlett Tree Expert Company

990 • Fiscal year 2024 • EIN 06-1001544

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 27, 2025

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

26th percentile

0.00x

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

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

Liabilities / Revenue

27th percentile

0.00x

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

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

Net Margin

33rd percentile

0.3%

Higher net margin than 33% of similar nonprofits.

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

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.

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

Asset Growth

82nd percentile

19%

Faster asset growth than 82% of similar nonprofits.

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

Revenue Growth

14th percentile

-6.4%

Faster revenue growth than 14% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$398,305

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

Net Assets

Up

$398,305

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

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin33rd 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

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2024

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

Operations Trend

Revenue Growth14th 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

2024

Revenue$23,142,667
Expenses$23,079,341
Net Income$63,326
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 27, 2025
Return Version
2024v5.2
Gross Receipts
$23,142,667
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$334,979$398,305▲ $63,326
Rtn Earn Endowment Incm Other Fnds$334,979$398,305▲ $63,326
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$334,979$398,305▲ $63,326
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$334,979$398,305▲ $63,326
Total Liabilities and Net Assets / Fund Balance$334,979$398,305▲ $63,326
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
$20,709,094
Investment Income
$0
Other Revenue
$2,433,573
Change in Net Assets
$63,326

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,709,094
Revenue Not Reported on Financial Statements
$2,433,573
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$2,433,573
Total Revenue per Audited Statements
$20,709,094
Total Revenue per Form 990
$23,142,667
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$805,537
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---$22,273,804
Other Expenses---$765,537
Fees for Services Other---$40,000
Total Functional Expenses$0$0$0$23,079,341

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$23,079,341
Expenses per Audited Statements$20,645,768
Total Expenses per Audited Statements$20,645,768
Expenses Not Reported on Financial Statements$2,433,573
Other Expense Adjustments$2,433,573
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
2025-10-27
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 STE 2800, NEW YORK, NY 10119
Preparer
Marc Newman
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:

“Us gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“REBATES 2,433,573.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“REBATES 2,433,573.”

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.

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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt012796855
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0US GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REBATES 2,433,573.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REBATES 2,433,573.
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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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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL DONNELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02033231311
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FA BARTLETT TREE EXPERT COMPANY
ReturnHeader/Filer/BusinessNameControlTxt0FABA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PENNSYLVANIA PLAZA STE 2800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010119
ReturnHeader/PreparerPersonGrp/PhoneNum02126955003
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARC NEWMAN
ReturnHeader/ReturnTs02025-10-29T10:04:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

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
2024Detailed filing. Detailed filing data is available for this year.$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