THE FA BARTLETT TREE EXPERT COMPANY

EIN: 061001544

STAMFORD, CT

Total Revenue
$24,732,848
Total Expenses
$24,655,735
Total Assets
$334,979
Net Assets
$334,979
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1979
Legal Domicile
CT
Principal Officer
CAROL DONNELLY
Phone
2033231311
Tax Period
2023-01-01 to 2023-12-31

THE FA BARTLETT TREE EXPERT COMPANY, founded in 1979, is a mid-sized nonprofit that reported $24.7M in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum.

Mission

PROVISION OF GROUP HEALTH AND WELFARE BENEFITS FOR EMPLOYEES AND THEIR FAMILIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $21,208,946
Investment Income $0
Other Revenue $3,523,902
TOTAL REVENUE $24,732,848

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $1,041,426
TOTAL EXPENSES $24,655,735

Year-over-Year Comparison

2023 2022 Change
Revenue $24,732,848 $18,866,558 +0.3%
Expenses $24,655,735 $19,034,055 +0.3%
Net Income $77,113 $-167,497 -1.5%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
N/A
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
1
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JEFFREY GIBERSON PLAN ADMINSTRATOR 2.50
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $24,732,848 $24,655,735 $334,979 $77,113
2022 $18,866,558 $19,034,055 $257,866 $-167,497
2021 $16,893,698 $16,630,991 $425,363 $262,707
2020 $11,669,414 $11,660,769 $152,068 $8,645
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