THE FA BARTLETT TREE EXPERT COMPANY

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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

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.

Program Service Accomplishments

Program 1

THE PLAN PROVIDES HEALTH BENEFITS AND LIFE INSURANCE BENEFITS TO QUALIFIED EMPLOYEES OF THE COMPANY AND TO THEIR BENEFICIARIES AND COVERED DEPENDENTS.

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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%)

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

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

Total Directors

Key Employees

Highest Compensated

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