Civic Intelligence

Treetops Charitable Foundation

990PF • Fiscal year 2023 • EIN 52-1544700

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 17, 2024

Katzabosch 9690 Deereco Rd Ste 500Timonium, MD 21093

(410) 771-4000

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

87th percentile

42%

Higher net margin than 87% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

77th percentile

20%

Faster asset growth than 77% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

90th percentile

114%

Faster revenue growth than 90% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$157,810

Up $26,692 (+20%) from 2022

Net Assets

Up

$157,810

Up $26,692 (+20%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$63,561

Up $33,927 (+114%) from 2022

Expenses

Down

$36,869

Down $14,434 (-28%) from 2022

Net Income

Up

$26,692

Up $48,361 (+223%) from 2022

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $230,870Liabilities 2010: $0Net Assets 2010: $230,8702010Assets 2011: $221,796Liabilities 2011: $0Net Assets 2011: $221,7962011Assets 2012: $169,730Liabilities 2012: $0Net Assets 2012: $169,7302012Assets 2013: $183,164Liabilities 2013: $0Net Assets 2013: $183,1642013Assets 2014: $207,899Liabilities 2014: $0Net Assets 2014: $207,8992014Assets 2015: $206,265Liabilities 2015: $0Net Assets 2015: $206,2652015Assets 2016: $166,289Liabilities 2016: $0Net Assets 2016: $166,2892016Assets 2017: $156,260Liabilities 2017: $0Net Assets 2017: $156,2602017Assets 2019: $145,228Liabilities 2019: $0Net Assets 2019: $145,2282019Assets 2020: $171,441Liabilities 2020: $0Net Assets 2020: $171,4412020Assets 2021: $152,787Liabilities 2021: $0Net Assets 2021: $152,7872021Assets 2022: $131,118Liabilities 2022: $0Net Assets 2022: $131,1182022Assets 2023: $157,810Liabilities 2023: $0Net Assets 2023: $157,8102023Assets 2024: $125,318Liabilities 2024: $0Net Assets 2024: $125,3182024

Highlighted filing

2023

Assets$157,810
Liabilities$0
Net Assets$157,810

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $31,7772010Expenses 2011: $67,9032011Expenses 2012: $83,7322012Revenue 2013: $31,247Expenses 2013: $17,813Net Income 2013: $13,4342013Revenue 2014: $80,478Expenses 2014: $55,743Net Income 2014: $24,7352014Revenue 2015: $41,677Expenses 2015: $43,311Net Income 2015: -$1,6342015Revenue 2016: $15,183Expenses 2016: $55,159Net Income 2016: -$39,9762016Revenue 2017: $35,891Expenses 2017: $45,920Net Income 2017: -$10,0292017Revenue 2019: $37,282Expenses 2019: $46,247Net Income 2019: -$8,9652019Revenue 2020: $65,119Expenses 2020: $38,906Net Income 2020: $26,2132020Revenue 2021: $117,573Expenses 2021: $136,227Net Income 2021: -$18,6542021Revenue 2022: $29,634Expenses 2022: $51,303Net Income 2022: -$21,6692022Revenue 2023: $63,561Expenses 2023: $36,869Net Income 2023: $26,6922023Revenue 2024: $2,904Expenses 2024: $35,396Net Income 2024: -$32,4922024

Highlighted filing

2023

Revenue$63,561
Expenses$36,869
Net Income$26,692
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 17, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA L BERGETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Treetops Charitable Foundation
EIN
52-1544700
Phone
4107714000
Address
KATZABOSCH 9690 DEERECO RD STE 500, TIMONIUM, MD 21093

Signing Officer

Name
Melissa L Berge
Title
Trustee
Phone
4107714000
Signed
2024-06-17
Discuss with paid preparer
Yes

Preparer

Firm
Katz Abosch
Address
9690 DEERECO RD STE 500, TIMONIUM, MD 21093
Preparer
Lori L Kirk CPA
Phone
4108286432
Raw XML Appendix358 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08719 STOCKWELL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt115019 FALLS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt233 GLEASON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3707 N BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 1583
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53738 BUTLER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BUTLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DELRAY BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MERRIFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5REISTERSTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021234
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd121023
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233483
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd321205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd422116
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd521136
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt033200
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05043
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05043
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt035357
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0116766
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt017642
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt023135
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt025266
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt025266
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0221057
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt028157
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt035357
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0116766
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt017642
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt023135
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt033200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt028157
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0246323
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0218166
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MELISSA BERGE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05568A N OCEAN BLVD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0OCEAN RIDGE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033435
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt059726
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt059726
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0216 SHS KINDER MORGAN INC, 5 SHS MASTERCARD INTL,452 MONDELEZ INTL INC, 241 PHILIP MORRIS INTL
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-09-25
IRS990ScheduleB/Organization4947a1TrtdPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0720
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1339
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2300
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2FEDERAL EXCISE TAXES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0MELISSA BERGE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt05568A N OCEAN BLVD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0OCEAN RIDGE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd033435
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA L BERGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04107714000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TREETOPS CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TREE
ReturnHeader/Filer/EIN0521544700
ReturnHeader/Filer/PhoneNum04107714000
ReturnHeader/Filer/USAddress/AddressLine1Txt0KATZABOSCH 9690 DEERECO RD STE 500
ReturnHeader/Filer/USAddress/CityNm0TIMONIUM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021093
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521003788
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KATZ ABOSCH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09690 DEERECO RD STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TIMONIUM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021093
ReturnHeader/PreparerPersonGrp/PhoneNum04108286432
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI L KIRK CPA
ReturnHeader/ReturnTs02024-07-25T08:01:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELISSA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERGE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.03$0.35$0.32
2023Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.64$0.37$0.27
2022Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.30$0.51$0.22
2021Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$1.18$1.36$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.65$0.39$0.26
2019Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.37$0.46$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.36$0.46$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.15$0.55$0.40
2015Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.42$0.43$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.80$0.56$0.25
2013Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.31$0.18$0.13
2012Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.84
2011Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.68
2010Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.32