Civic Intelligence

The Treetops Foundation

990PF • Fiscal year 2023 • EIN 13-4093466

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

Organization Profile
Baker Tilly 66 Hudson Blvd E 2200New York, NY 10001

(212) 697-6900

Siviq Scores

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

Liabilities / Assets

89th percentile

0.01x

Higher debt load relative to assets than 89% of similar nonprofits.

2023 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

89th percentile

0.07x

Higher debt load relative to revenue than 89% of similar nonprofits.

2023 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2023

Net Margin

34th percentile

-44%

Higher net margin than 34% of similar nonprofits.

2023 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2023 filings • NTEE T22 • $10M-$25M nonprofits • Source year 2023

Asset Growth

14th percentile

-6.4%

Faster asset growth than 14% of similar nonprofits.

2023 filings • NTEE T22 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

54th percentile

19%

Faster revenue growth than 54% of similar nonprofits.

2023 filings • NTEE T22 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$12,354,854

Down $848,847 (-6.4%) from 2022

Net Assets

Down

$12,229,437

Down $762,657 (-5.9%) from 2022

Liabilities

Down

$125,417

Down $86,190 (-41%) from 2022

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin34th percentile

Revenue

Up

$1,717,415

Up $277,681 (+19%) from 2022

Expenses

Up

$2,480,072

Up $223,189 (+9.9%) from 2022

Net Income

Up

-$762,657

Up $54,492 (+6.7%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$15M$10M$5.0M$0Assets 2010: $61,735Liabilities 2010: $0Net Assets 2010: $61,7352010Assets 2011: $3,109,044Liabilities 2011: $145,4042011Assets 2012: $10,640,220Liabilities 2012: $02012Assets 2013: $11,947,623Liabilities 2013: $02013Assets 2014: $14,223,062Liabilities 2014: $02014Assets 2019: $14,442,428Liabilities 2019: $02019Assets 2020: $13,945,514Liabilities 2020: $198,595Net Assets 2020: $13,746,9192020Assets 2021: $13,903,984Liabilities 2021: $193,670Net Assets 2021: $13,710,3142021Assets 2022: $13,203,701Liabilities 2022: $211,607Net Assets 2022: $12,992,0942022Assets 2023: $12,354,854Liabilities 2023: $125,417Net Assets 2023: $12,229,4372023Assets 2024: $7,522,841Liabilities 2024: $212,527Net Assets 2024: $7,310,3142024

Highlighted filing

2023

Assets$12,354,854
Liabilities$125,417
Net Assets$12,229,437
Open 2023 Filing

Operations Trend

Revenue Growth54th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $154,5892010Revenue 2011: $3,158,364Expenses 2011: $256,459Net Income 2011: $2,901,9052011Revenue 2012: $10,095,065Expenses 2012: $302,189Net Income 2012: $9,792,8762012Revenue 2013: $1,776,283Expenses 2013: $469,953Net Income 2013: $1,306,3302013Revenue 2014: $2,943,738Expenses 2014: $670,429Net Income 2014: $2,273,3092014Revenue 2019: $1,020,715Expenses 2019: $1,045,314Net Income 2019: -$24,5992019Revenue 2020: $1,366,592Expenses 2020: $2,062,101Net Income 2020: -$695,5092020Revenue 2021: $1,394,701Expenses 2021: $1,431,306Net Income 2021: -$36,6052021Revenue 2022: $1,439,734Expenses 2022: $2,256,883Net Income 2022: -$817,1492022Revenue 2023: $1,717,415Expenses 2023: $2,480,072Net Income 2023: -$762,6572023Revenue 2024: $1,007,640Expenses 2024: $1,056,518Net Income 2024: -$48,8782024

Highlighted filing

2023

Revenue$1,717,415
Expenses$2,480,072
Net Income-$762,657
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW BRONFMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Treetops Foundation
EIN
13-4093466
Phone
2126976900
Address
BAKER TILLY 66 HUDSON BLVD E 2200, NEW YORK, NY 10001

Signing Officer

Name
Matthew Bronfman
Title
Trustee
Phone
2126976900
Signed
2024-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
66 HUDSON BLVD E SUITE 2200, NEW YORK, NY 10001
Preparer
Douglas Richardson
Phone
2126976900
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40JP MORGAN EQUITY TR ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41LAZARD FDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42LIVE NATION ENTERTAINMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MARSH & MCLENNAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MARINEMAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45MEDTRONIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46MERCK & CO. INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49NESTLE A SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50NESTLE SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51O REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52OAKMARK INTL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53PHILLIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54PIONEER SERIES TR IV - PMFYX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55PROLOGIS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56PROTERRA INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57HP POINT72 LTD.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58SALESFORCE.COM, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59STARWOOD PROPERTY TRUST INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60THORNBURG INT'L GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61THORNBURG INVT TR INVT INCOME BUILDER FD CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64VERALTO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65T ROWE PRICE CAP APPRECIATION FD SBI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66TECK RESOURCES LTD ISIN 2044
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67BWX TECHNOLOGIES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68CALIFORNIA RES CORP COM STOCK (CRC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69FOMENTO ECONOMICO MEXICANO SAB DE C SPON ADR RP 10 UTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70GRUPO TELEVISA S A B SPON ADR REP ORD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71O-I GLASS INC COM (OI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72PG&E CORP COM NPV (PCG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73UNILEVER PLC SPON ADR NEW (UL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74UNION PAC CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75WALMART INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77BLACKSTONE INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78FORTINET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79LAUDER ESTEE COS CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80PALO ALTO NETWORKS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82MERCK & CO. INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83GLOBAL X COPPER MINERS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3535000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt38100000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ALPHA TAU MEDICAL LTD ORD SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BHB GE LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BROADSCALE PT INVESTORS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3BROOKDALE GLOBAL OPPORTUNITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4CHARLES LANE HOLDINGS LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5DILATION PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6JANUS HENDERSON FUNDS GLOBAL LIFE SCIENCES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7L & R EXPLORATION VENTURE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8L ONE CANAL PLACE, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9LAA ASSOCIATES, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10LAA STOUGHTON, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11LAT ASSOCIATES, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12LHC LIMITED PARTNERSHIP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13LOEB HOLDING CORP A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14LOEB HOLDING CORP B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15MARKETS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16MUSE CAPITAL LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17OVERSEAS ACQUISITION FUND TWO LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18RIVER PARTNERE 2006 -- OLIF LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19RIVER PARTNERS 2001 -- BBI LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20RIVER PARTNERS 2002 -- NCH LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21RIVER PARTNERS 2003 -- NEA LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22RIVER PARTNERS 2004 -- CVL LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23RIVER PARTNERS 2005 -- NCH2 LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24RIVER PARTNERS 2006 -- LS LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25RIVER PARTNERS 2006 -- WRIF LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26RIVER PARTNERS 2007 -- AP LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27RIVER PARTNERS 2007 -- HPC LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28RIVER PARTNERS 2007 -- TCG LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29TINICUM PARALLEL LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30TRILANTIC CAPITAL PARTNERS VI (NORTH AMERICA) LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31TENE ART LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32HEZI COHEN GALLERY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33ARTINS AG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34GILAD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35ELIAV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36MAZLIACH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37LIFSHIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38BEAR FIGHT, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39TARGLMMUNE THERAPEUTICS AG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40OPRIS BIOTECHNOLOGIES, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41FLORIDA BIOTECHNOLOGIES, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42DELOS INVESTMENT FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43RIVER PARTNERS 2007 -- AF07 LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44RIVER PARTNERS 2006 -- AF06 LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45BLACK RIFLE COFFEE CO (BRCC) (AUTHENTIC BRANDS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46RIVER PARTNERS 2002 -- NHC LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt045927
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt168445
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22336
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3945956
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4130490
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5868523
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt616999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt71250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt85961
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt90
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt102740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt110
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt122232
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1354893
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14384250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15207226
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16311583
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1712
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1840400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19137368
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2019503
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2158094
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2219876
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2326605
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2450730

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,354,854
Liabilities
$125,417
Net assets
$12,229,437
Revenue
$1,717,415
Expenses
$2,480,072
Net income
-$762,657
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.52$0.21$7.31$1.01$1.06$0.05
2023Detailed filing. Detailed filing data is available for this year.$12.4$0.13$12.2$1.72$2.48$0.76
2022Detailed filing. Detailed filing data is available for this year.$13.2$0.21$13.0$1.44$2.26$0.82
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.9$0.19$13.7$1.39$1.43$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.9$0.20$13.7$1.37$2.06$0.70
2019Summary only. Only limited summary data is available for this year.$14.4$0.00$1.02$1.05$0.02
2014Summary only. Only limited summary data is available for this year.$14.2$0.00$2.94$0.67$2.27
2013Summary only. Only limited summary data is available for this year.$11.9$0.00$1.78$0.47$1.31
2012Summary only. Only limited summary data is available for this year.$10.6$0.00$10.1$0.30$9.79
2011Summary only. Only limited summary data is available for this year.$3.11$0.15$3.16$0.26$2.90
2010Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.15