Civic Intelligence

Bartlett Arboretum Association Inc.

990 • Fiscal year 2015 • EIN 06-6079591

Sep 01, 2014 to Aug 31, 2015 • Filed on Mar 24, 2016

151 Brookdale RoadStamford, CT 06903

(203) 322-6971

Siviq Scores

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

Liabilities / Assets

49th percentile

0.10x

Higher debt load relative to assets than 49% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

69th percentile

0.31x

Higher debt load relative to revenue than 69% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

27th percentile

-4.9%

Higher net margin than 27% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

19th percentile

-6.0%

Faster asset growth than 19% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

75th percentile

19%

Faster revenue growth than 75% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$2,557,845

Down $163,777 (-6.0%) from 2014

Net Assets

Down

$2,300,764

Down $40,847 (-1.7%) from 2014

Liabilities

Down

$257,081

Down $122,930 (-32%) from 2014

Revenue

Up

$832,619

Up $130,934 (+19%) from 2014

Expenses

Up

$873,466

Up $313,150 (+56%) from 2014

Net Income

Down

-$40,847

Down $182,216 (-129%) from 2014

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,991,157Liabilities 2011: $416,571Net Assets 2011: $2,574,5862011Assets 2012: $2,537,698Liabilities 2012: $397,278Net Assets 2012: $2,140,4202012Assets 2013: $2,445,974Liabilities 2013: $245,732Net Assets 2013: $2,200,2422013Assets 2014: $2,721,622Liabilities 2014: $380,011Net Assets 2014: $2,341,6112014Assets 2015: $2,557,845Liabilities 2015: $257,081Net Assets 2015: $2,300,7642015Assets 2016: $2,370,946Liabilities 2016: $319,460Net Assets 2016: $2,051,4862016Assets 2017: $2,264,743Liabilities 2017: $269,016Net Assets 2017: $1,995,7272017Assets 2018: $1,966,699Liabilities 2018: $112,471Net Assets 2018: $1,854,2282018Assets 2019: $1,845,490Liabilities 2019: $80,719Net Assets 2019: $1,764,7712019Assets 2020: $2,406,382Liabilities 2020: $349,230Net Assets 2020: $2,057,1522020Assets 2021: $2,480,773Liabilities 2021: $413,537Net Assets 2021: $2,067,2362021Assets 2022: $2,470,549Liabilities 2022: $241,111Net Assets 2022: $2,229,4382022Assets 2023: $2,739,806Liabilities 2023: $298,288Net Assets 2023: $2,441,5182023Assets 2024: $2,410,566Liabilities 2024: $317,542Net Assets 2024: $2,093,0242024Assets 2025: $2,477,116Liabilities 2025: $406,392Net Assets 2025: $2,070,7242025

Highlighted filing

2015

Assets$2,557,845
Liabilities$257,081
Net Assets$2,300,764

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,257,243Expenses 2011: $865,679Net Income 2011: $391,5642011Revenue 2012: $620,059Expenses 2012: $1,054,224Net Income 2012: -$434,1652012Revenue 2013: $818,014Expenses 2013: $758,192Net Income 2013: $59,8222013Revenue 2014: $701,685Expenses 2014: $560,316Net Income 2014: $141,3692014Revenue 2015: $832,619Expenses 2015: $873,466Net Income 2015: -$40,8472015Revenue 2016: $569,601Expenses 2016: $818,879Net Income 2016: -$249,2782016Revenue 2017: $809,709Expenses 2017: $865,468Net Income 2017: -$55,7592017Revenue 2018: $691,702Expenses 2018: $833,201Net Income 2018: -$141,4992018Revenue 2019: $939,203Expenses 2019: $1,074,432Net Income 2019: -$135,2292019Revenue 2020: $1,436,203Expenses 2020: $1,158,347Net Income 2020: $277,8562020Revenue 2021: $1,162,278Expenses 2021: $1,231,218Net Income 2021: -$68,9402021Revenue 2022: $1,396,700Expenses 2022: $1,193,258Net Income 2022: $203,4422022Revenue 2023: $1,487,942Expenses 2023: $1,355,832Net Income 2023: $132,1102023Revenue 2024: $974,092Expenses 2024: $1,397,737Net Income 2024: -$423,6452024Revenue 2025: $1,340,654Expenses 2025: $1,405,831Net Income 2025: -$65,1772025

Highlighted filing

2015

Revenue$832,619
Expenses$873,466
Net Income-$40,847
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Mar 24, 2016
Return Version
2014v6.0
Gross Receipts
$935,793
Mission and Program Overview

Mission

To cultivate and develop an expansive collection of trees, gardens, and plants for all to explore, enjoy and study; and to provide through education and stewardship, a greener, healthier, more beautiful environment.

To educate the community about botanical environments and the importance of protecting them for future generations.we accomplish this by:-preserving a 93-acre sanctuary of southwest new england natural ecosystems for generations to explore and enjoy-providing comprehensive environmental, horticulture and plant science educational programs for children and adults-providing opportunities for recreation, enjoyment and exploration of the natural world for all ages-maintaining a diverse collection of trees, gardens and plants that celebrate biodiversity and reflect the ecology and character of our region-promoting conservation and principles of sustainable landscape management

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,157,117$1,998,650▼ $158,467
Cash and Non-Interest-Bearing Accounts$548,489$532,747▼ $15,742
Savings and Temporary Cash Investments$15,686$15,693▲ $7
Prepaid Expenses and Deferred Charges-$10,282-
Inventories for Sale or Use-$473-
Total Assets$2,721,622$2,557,845▼ $163,777
Other Assets Total$330$0▼ $330
Liabilities
Other Liabilities$374,244$229,167▼ $145,077
Accounts Payable and Accrued Expenses$5,767$27,914▲ $22,147
Total Liabilities$380,011$257,081▼ $122,930
Net Assets / Fund Balance
Unrestricted Net Assets$2,112,018$2,041,925▼ $70,093
Permanently Rstr Net Assets$165,686$165,000▼ $686
Temporarily Rstr Net Assets$63,907$93,839▲ $29,932
Total Net Assets Fund Balance$2,341,611$2,300,764▼ $40,847
Total Liabilities and Net Assets / Fund Balance$2,721,622$2,557,845▼ $163,777

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,848,650$1,254,932$3,103,582
Land$150,000-$150,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$229,593$32,980▲ $6$3,740$258,839
2013$52,568$182,500▲ $16$5,491$229,593
2012$98,423$22,768▲ $37$68,660$52,568
2011$147,526$63,731▲ $51$112,885$98,423
2010$1,130,070$121,944▲ $62$1,104,550$147,526
Compensation and Service Providers

Board Members and Trustees

NameTitle
POLLY O'BRIEN-MORROWChairman
Kim TuffarelliVice Chairman
Carlene ArmettaDirector
David McmasterDirector
Dianne FarleyDirector
Elizabeth Gonzalez-guillotDirector
Eve LapineDirector
Jon BorysiewiczDirector
Marc BeckerDirector
Sandy PagetDirector
Steve BallDirector
Stuart DanoffDirector
Tamu LuceroDirector
Sjane Von TrappExecutive Director
Beth EisemanSecretary
Ronan HickeyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$514,268
Program Service Revenue
$125,575
Investment Income
$243
Other Revenue
$192,533
All Other Contributions
$206,768
Change in Net Assets
$-40,847

Audited Revenue Reconciliation

Revenue per Audited Statements
$832,619
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$103,174
Total Revenue per Audited Statements
$935,793
Total Revenue per Form 990
$832,619
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$550,088
Salaries, Compensation, and Employee Benefits$323,378
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$141,773$153,587-$295,360
Depreciation Depletion-$202,562-$202,562
Insurance$13,036$40,835-$53,871
All Other Expenses$24,051$25,134-$49,185
Other Expenses$28,050$42,031-$28,050
Payroll Taxes$13,449$14,569-$28,018
Office Expenses-$26,232-$26,232
Fees for Services Other$116$8,483-$8,599
Fees for Services Accounting-$7,700-$7,700
Interest-$4,350-$4,350
Total Functional Expenses$347,983$525,483$0$873,466

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$976,640
Expenses per Audited Statements$873,466
Total Expenses per Form 990$873,466
Expenses Not Reported on Form 990$103,174
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$134,664
Fundraising Direct Expenses$96,333
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$113,675$113,675$80,043$33,632
Summer Concerts$9,044$9,044$12,357$-3,313
Total Events$134,664$134,664$96,333$38,331
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Revenue -city of Stamford$229,167
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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 A, Line 6

The association has a board of directors

Form 990, Part VI, Section A, Line 7A

Board of directors may elect one or more members of the governing body.

Form 990, Part VI, Section B, Line 11

Copy of form 990 was provided to board members for review before it was filed

Form 990, Part VI, Section C, Line 19

Financial statements are available to the public upon request

Filing and Contact Details

Filer

Filer Name
Bartlett Arboretum Association Inc
EIN
06-6079591
Phone
2033226971
Address
151 BROOKDALE ROAD, STAMFORD, CT 06903

Signing Officer

Name
Jane Von Trapp
Title
CEO
Phone
2038834052
Signed
2016-03-24

Organization Details

Principal Officer
Sjane Von Trapp
Formed
1965
Legal Domicile
Ct
Voting Board Members
16
Independent Board Members
16
Employees
8
Volunteers
0

Preparer

Firm
Van Brunt Dubiago & Company LLC
Address
1100 SUMMER STREET, STAMFORD, CT 06905-5534
Preparer
William W Wilson
Phone
2033590700
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The process has not change from prior year

Financial Statement Notes

PART V, LINE 4:

Permanently restricted net assets consist of net assets whose use is limited by donor-imposed stipulations that neither expire by passage of time nor can be fulfilled or otherwise removed by actions of the association. Permanently restricted net assets consist of endowment funds, whereby the donor has stipulated that the principal amount be maintained intact in perpetuity and that only the income from investment thereof be expended for purposes specified by the donor.

PART X, LINE 2:

Bartlett arboretum association, inc. Accounts for uncertainty in income tax positions in the financial statements by applying a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. Management has analyzed the tax positions taken and has concluded that as of august 31, 2015, there are no uncertain tax 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:

Fundrsing expenses 96,333. Inventory -cgs 6,841.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundrasing expenses 96,333. Inventory -cgs 6,841.

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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/ActivityOrMissionDesc0TO EDUCATE THE COMMUNITY ABOUT BOTANICAL ENVIRONMENTS AND THE IMPORTANCE OF PROTECTING THEM FOR FUTURE GENERATIONS.WE ACCOMPLISH THIS BY:-PRESERVING A 93-ACRE SANCTUARY OF SOUTHWEST NEW ENGLAND NATURAL ECOSYSTEMS FOR GENERATIONS TO EXPLORE AND ENJOY-PROVIDING COMPREHENSIVE ENVIRONMENTAL, HORTICULTURE AND PLANT SCIENCE EDUCATIONAL PROGRAMS FOR CHILDREN AND ADULTS-PROVIDING OPPORTUNITIES FOR RECREATION, ENJOYMENT AND EXPLORATION OF THE NATURAL WORLD FOR ALL AGES-MAINTAINING A DIVERSE COLLECTION OF TREES, GARDENS AND PLANTS THAT CELEBRATE BIODIVERSITY AND REFLECT THE ECOLOGY AND CHARACTER OF OUR REGION-PROMOTING CONSERVATION AND PRINCIPLES OF SUSTAINABLE LANDSCAPE MANAGEMENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
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IRS990/MissionDesc0TO EDUCATE THE COMMUNITY ABOUT BOTANICAL ENVIRONMENTS AND THE IMPORTANCE OF PROTECTING THEM FOR FUTURE GENERATIONS.WE ACCOMPLISH THIS BY:-PRESERVING A 93-ACRE SANCTUARY OF SOUTHWEST NEW ENGLAND NATURAL ECOSYSTEMS FOR GENERATIONS TO EXPLORE AND ENJOY-PROVIDING COMPREHENSIVE ENVIRONMENTAL, HORTICULTURE AND PLANT SCIENCE EDUCATIONAL PROGRAMS FOR CHILDREN AND ADULTS-PROVIDING OPPORTUNITIES FOR RECREATION, ENJOYMENT AND EXPLORATION OF THE NATURAL WORLD FOR ALL AGES-MAINTAINING A DIVERSE COLLECTION OF TREES, GARDENS AND PLANTS THAT CELEBRATE BIODIVERSITY AND REFLECT THE ECOLOGY AND CHARACTER OF OUR REGION-PROMOTING CONSERVATION AND PRINCIPLES OF SUSTAINABLE LANDSCAPE MANAGEMENT
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IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt08493
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
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IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95400
IRS990ScheduleA/PublicSupportPY170Pct00.89780
IRS990ScheduleA/PublicSupportTotal170Amt02877764
IRS990ScheduleA/SubstantialContributorsTotAmt0136336
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03103582
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0229167

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.48$0.41$2.07$1.34$1.41$0.07
2024Detailed filing. Detailed filing data is available for this year.$2.41$0.32$2.09$0.97$1.40$0.42
2023Detailed filing. Detailed filing data is available for this year.$2.74$0.30$2.44$1.49$1.36$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.47$0.24$2.23$1.40$1.19$0.20
2021Detailed filing. Detailed filing data is available for this year.$2.48$0.41$2.07$1.16$1.23$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.41$0.35$2.06$1.44$1.16$0.28
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.85$0.08$1.76$0.94$1.07$0.14
2018Summary only. Only limited summary data is available for this year.$1.97$0.11$1.85$0.69$0.83$0.14
2017Detailed filing. Detailed filing data is available for this year.$2.26$0.27$2.00$0.81$0.87$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.37$0.32$2.05$0.57$0.82$0.25
2015Detailed filing. Detailed filing data is available for this year.$2.56$0.26$2.30$0.83$0.87$0.04
2014Summary only. Only limited summary data is available for this year.$2.72$0.38$2.34$0.70$0.56$0.14
2013Summary only. Only limited summary data is available for this year.$2.45$0.25$2.20$0.82$0.76$0.06
2012Summary only. Only limited summary data is available for this year.$2.54$0.40$2.14$0.62$1.05$0.43
2011Summary only. Only limited summary data is available for this year.$2.99$0.42$2.57$1.26$0.87$0.39
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $1M-$5M nonprofits