Bartlett Tree Foundation Inc
Bartlett Tree Foundation: Strong Financials, Low Program Spending
EIN: 222770557 · Stamford, CT · Updated: 2026-04-04
Is Bartlett Tree Foundation Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Bartlett Tree Foundation Inc directs 14% of its spending to programs. This falls below the 65% benchmark. Donors may want to investigate further.
About Bartlett Tree Foundation Inc
Bartlett Tree Foundation Inc (EIN: 222770557) is a nonprofit organization based in Stamford, CT. The organization reported total revenue of $1.4M and total assets of $1.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Bartlett Tree Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Bartlett Tree Foundation Inc is a mid-size nonprofit that has been operating for 39 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -0.7%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $76K |
| Total Expenses | $56K |
| Surplus / Deficit | +$20K |
| Total Assets | $1.0M |
| Total Liabilities | $1 |
| Net Assets | $1.0M |
| Operating Margin | 26.7% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 219.8 months |
Financial Health Grade: A
In 2023, Bartlett Tree Foundation Inc reported a surplus of $20K with revenue exceeding expenses, holds 219.8 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Bartlett Tree Foundation Inc's revenue has declined at a compound annual growth rate (CAGR) of -0.7%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +95.8% | +2.2% | +2.0% |
| 2022 | -44.1% | -18.8% | -1.5% |
| 2021 | -59.7% | +36.3% | +0.2% |
| 2020 | -0.9% | -44.3% | +13.8% |
| 2019 | +48.4% | +34.6% | +36.8% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1987 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Bartlett Tree Foundation Inc with a Mission Score of 65 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 40%
- programs: 14%
- fundraising: 46%
According to IRS 990 filings, Bartlett Tree Foundation Inc allocates its expenses as follows: admin: 40%, programs: 14%, fundraising: 46%. Only 14% is directed toward programs, which may warrant further investigation by donors.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $20K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is not reported in the available 990 filings, indicating that no individual received more than $100,000 in reportable compensation.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Bartlett Tree Foundation Inc's IRS 990 filings:
- Program spending consistently low, averaging around 14% of total expenses over the last five years.
- Significant portion of expenses allocated to administrative and fundraising costs, totaling 86% in 2023.
- Lack of detailed program descriptions or impact metrics on their website.
Strengths
The following positive indicators were identified for Bartlett Tree Foundation Inc:
- Consistent revenue generation, with a notable increase to $1,440,058 in 2023.
- Healthy asset base, growing to $1,642,232 in 2023.
- No reported liabilities, indicating strong financial stability.
Frequently Asked Questions about Bartlett Tree Foundation Inc
Is Bartlett Tree Foundation Inc a legitimate charity?
Based on AI analysis of IRS 990 filings, Bartlett Tree Foundation Inc (EIN: 222770557) some concerns. Mission Score: 65/100. 3 red flags identified, 3 strengths noted.
How does Bartlett Tree Foundation Inc spend its money?
Bartlett Tree Foundation Inc directs 14% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Bartlett Tree Foundation Inc tax-deductible?
Bartlett Tree Foundation Inc is registered as a tax-exempt nonprofit (EIN: 222770557). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What does Bartlett Tree Foundation Inc do?
Bartlett Tree Foundation Inc is a nonprofit organization in the Unknown sector, located in Stamford, Connecticut. It is classified under NTEE code Unknown.
How much revenue does Bartlett Tree Foundation Inc have?
Bartlett Tree Foundation Inc reported total revenue of $1,440,058. Based on 10 IRS 990 filings on record.
What are Bartlett Tree Foundation Inc's total assets?
Bartlett Tree Foundation Inc holds total assets of $1,642,232 as reported in IRS 990 filings.
Where is Bartlett Tree Foundation Inc located?
Bartlett Tree Foundation Inc is based in Stamford, Connecticut.
What is Bartlett Tree Foundation Inc's EIN?
Bartlett Tree Foundation Inc's Employer Identification Number (EIN) is 222770557. This is the unique tax ID assigned by the IRS for tax-exempt organizations.
What type of nonprofit is Bartlett Tree Foundation Inc?
Bartlett Tree Foundation Inc is classified under NTEE code Unknown (Unknown).
Is Bartlett Tree Foundation Inc a registered 501(c)(3)?
Bartlett Tree Foundation Inc appears in IRS records (EIN: 222770557). Check the IRS Tax Exempt Organization Search for the most current determination letter status.
Does Bartlett Tree Foundation Inc file IRS Form 990?
Yes, Bartlett Tree Foundation Inc has 10 IRS Form 990 filings on record. The most recent covers tax period 202309.
What was Bartlett Tree Foundation Inc's revenue in 2023?
In the 202309 filing period, Bartlett Tree Foundation Inc reported total revenue of $75,899, total expenses of $55,640, and net assets of $1,019,065.
Is Bartlett Tree Foundation Inc's revenue growing or declining?
Bartlett Tree Foundation Inc's revenue is growing. Revenue went from $38,758 (202209) to $75,899 (202309), a +95.8% change. Based on 10 filings on record.
What is Bartlett Tree Foundation Inc's most recent 990 filing?
The most recent IRS Form 990 filing for Bartlett Tree Foundation Inc covers tax period 202309. It shows revenue of $75,899, expenses of $55,640, total assets of $1,019,065, and liabilities of $1.
How much does Bartlett Tree Foundation Inc spend on programs vs administration?
Based on IRS 990 analysis, Bartlett Tree Foundation Inc allocates approximately 14% of expenses to program services, 40% to administrative costs, and 46% to fundraising. Overhead costs appear high relative to program spending.
Is Bartlett Tree Foundation Inc a trustworthy charity?
Based on AI analysis of IRS 990 data, Bartlett Tree Foundation Inc shows mixed signals. Mission Score: 65/100 (Good). 3 red flags identified. 3 strengths noted.
What are the red flags for Bartlett Tree Foundation Inc?
The following concerns were identified: Program spending consistently low, averaging around 14% of total expenses over the last five years.. Significant portion of expenses allocated to administrative and fundraising costs, totaling 86% in 2023.. Lack of detailed program descriptions or impact metrics on their website.. These flags are based on automated analysis of IRS 990 public filings and should be verified independently.
What are Bartlett Tree Foundation Inc's strengths?
Positive indicators for Bartlett Tree Foundation Inc include: Consistent revenue generation, with a notable increase to $1,440,058 in 2023.. Healthy asset base, growing to $1,642,232 in 2023.. No reported liabilities, indicating strong financial stability.. These findings are derived from AI analysis of the organization's financial filings.
How does Bartlett Tree Foundation Inc compensate executives?
Executive compensation is not reported in the available 990 filings, indicating that no individual received more than $100,000 in reportable compensation. Executive compensation data is sourced from IRS 990 filings, which require disclosure of officer, director, and key employee pay.
Given the substantial revenue and asset growth, why does the foundation consistently allocate such a small percentage of its expenses to direct program activities?
The available filings do not provide a detailed explanation for the low program spending. Further investigation into their operational model and specific activities would be needed to understand this allocation.
What specific activities or initiatives are categorized under 'administrative' and 'fundraising' that account for such a large proportion of the foundation's expenses?
While the 990 forms provide expense categories, they lack granular detail. A deeper dive into their internal accounting or a more comprehensive annual report would be necessary to understand the specifics of these significant expenditures.
Filing History
IRS 990 filing history for Bartlett Tree Foundation Inc showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Bartlett Tree Foundation Inc's revenue has declined by 8.5%, moving from $83K to $76K. Total assets increased by 98% over the same period, from $515K to $1.0M. Total functional expenses rose by 3%, from $54K to $56K. In its most recent filing year (2023), Bartlett Tree Foundation Inc reported a surplus of $20K, with revenue exceeding expenses. The organization holds $1 in liabilities against $1.0M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $1.0M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $76K | $56K | $1.0M | $1 | — | View 990 |
| 2022 | $39K | $54K | $999K | $1 | — | View 990 |
| 2021 | $69K | $67K | $1.0M | $1 | — | View 990 |
| 2020 | $172K | $49K | $1.0M | $1 | — | — |
| 2019 | $173K | $88K | $890K | $0 | — | View 990 |
| 2015 | $117K | $66K | $650K | $0 | — | View 990 |
| 2014 | $95K | $65K | $599K | $0 | — | View 990 |
| 2013 | $87K | $61K | $570K | $0 | — | View 990 |
| 2012 | $86K | $57K | $544K | $0 | — | View 990 |
| 2011 | $83K | $54K | $515K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $76K, expenses of $56K, and assets of $1.0M (revenue +95.8% year-over-year).
- 2022: Revenue of $39K, expenses of $54K, and assets of $999K (revenue -44.1% year-over-year).
- 2021: Revenue of $69K, expenses of $67K, and assets of $1.0M (revenue -59.7% year-over-year).
- 2020: Revenue of $172K, expenses of $49K, and assets of $1.0M (revenue -0.9% year-over-year).
- 2019: Revenue of $173K, expenses of $88K, and assets of $890K (revenue +48.4% year-over-year).
- 2015: Revenue of $117K, expenses of $66K, and assets of $650K (revenue +23.0% year-over-year).
- 2014: Revenue of $95K, expenses of $65K, and assets of $599K (revenue +9.6% year-over-year).
- 2013: Revenue of $87K, expenses of $61K, and assets of $570K (revenue +0.5% year-over-year).
- 2012: Revenue of $86K, expenses of $57K, and assets of $544K (revenue +3.9% year-over-year).
- 2011: Revenue of $83K, expenses of $54K, and assets of $515K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Bartlett Tree Foundation Inc:
Data Sources and Methodology
This transparency report for Bartlett Tree Foundation Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.