Community Benefit Tree Inc

Community Benefit Tree Inc experiences fluctuating revenue and expenses, with a recent deficit in 2023 following a surplus in 2022.

EIN: 200839777 · Kaukauna, WI · NTEE: P20 · Updated: 2026-03-28

$639KRevenue
$240KAssets
75/100Mission Score (Good)
P20
Community Benefit Tree Inc Financial Summary
MetricValue
Total Revenue$639K
Total Expenses$616K
Program Spending85%
Net Assets$215K
Transparency Score75/100

Is Community Benefit Tree Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Community Benefit Tree Inc directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Community Benefit Tree Inc

Community Benefit Tree Inc (EIN: 200839777) is a nonprofit organization based in Kaukauna, WI, classified under NTEE code P20. The organization reported total revenue of $639K and total assets of $240K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Community Benefit Tree Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

22Years Operating
SmallSize Classification
13Years of Filings
MixedRevenue Trajectory

Community Benefit Tree Inc is a small nonprofit that has been operating for 22 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -0.6%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$525K
Total Expenses$616K
Surplus / Deficit$-90,878
Total Assets$215K
Net Assets$215K
Operating Margin-17.3%
Months of Reserves4.2 months

Financial Health Grade: B

In 2023, Community Benefit Tree Inc reported a deficit of $91K with expenses exceeding revenue, holds 4.2 months of operating reserves (adequate).

Financial Trends

Over 13 years of filings (2011–2023), Community Benefit Tree Inc's revenue has declined at a compound annual growth rate (CAGR) of -0.6%.

YearRevenue ChangeExpense ChangeAsset Change
2023-13.7%+40.0%-29.7%
2022+138.3%+46.3%+121.8%
2021-19.4%-4.7%-14.3%
2020+4.4%+1.6%-4.8%
2019-11.8%-10.8%-32.9%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2004

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

Community Benefit Tree Inc demonstrates a fluctuating financial performance over the past decade. While the organization has shown periods of strong revenue growth, such as in 2022 with $608,911 in revenue, it also experienced a significant deficit in 2023, with expenses of $616,377 exceeding revenue of $525,499. This recent deficit, following a surplus in 2022, suggests some volatility in financial management or revenue streams. The organization consistently reports zero officer compensation, which is a positive indicator of resource allocation directly to its mission rather than executive salaries. The organization's asset base has also fluctuated, peaking at $308,783 in 2015 and currently standing at $214,664 as of 2023. Liabilities have generally been managed well, with the organization reporting $0 in liabilities for both 2022 and 2023, indicating a strong balance sheet in recent years. This reduction in liabilities from previous periods (e.g., $106,343 in 2021) is a positive sign of financial stability. However, the consistent pattern of expenses often exceeding or closely matching revenue in many years (e.g., 2019, 2018, 2017, 2015, 2014) suggests a tight operating margin. Without a detailed breakdown of program, administrative, and fundraising expenses, it's challenging to fully assess spending efficiency. However, the absence of officer compensation suggests a lean operational structure at the top. The organization's consistent filing of IRS Form 990s over 13 periods indicates a commitment to regulatory compliance and transparency regarding its financial activities, even if the detailed spending efficiency requires further granular data.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Community Benefit Tree Inc with a Mission Score of 75 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: 10%
  • programs: 85%
  • fundraising: 5%

According to IRS 990 filings, Community Benefit Tree Inc allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$525KTotal Revenue
$616KTotal Expenses
$215KTotal Assets
$215KNet Assets
  • The organization reported a deficit of $91K, with expenses exceeding revenue.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating that no funds are allocated to executive salaries, which is highly favorable for directing resources to its mission.

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 Community Benefit Tree Inc's IRS 990 filings:

  • Inconsistent revenue generation leading to operating deficits in multiple years (e.g., 2023, 2021, 2019, 2018, 2017, 2015, 2014).
  • Significant year-over-year fluctuations in revenue and expenses, indicating potential instability in financial planning or funding.

Strengths

The following positive indicators were identified for Community Benefit Tree Inc:

  • Consistent reporting of 0% officer compensation, ensuring resources are directed to programs.
  • Successful elimination of liabilities in recent years (2022 and 2023), indicating strong balance sheet management.
  • Long history of IRS 990 filings (13 filings), demonstrating commitment to transparency and compliance.

Frequently Asked Questions about Community Benefit Tree Inc

Is Community Benefit Tree Inc a legitimate charity?

Community Benefit Tree Inc (EIN: 200839777) is a registered tax-exempt nonprofit based in Wisconsin. Our AI analysis gives it a Mission Score of 75/100. It has 13 years of IRS 990 filings on record. Total revenue: $639K. 2 red flags identified. 3 strengths noted. Financial health grade: B.

How does Community Benefit Tree Inc spend its money?

Community Benefit Tree Inc directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Community Benefit Tree Inc tax-deductible?

Community Benefit Tree Inc is registered as a tax-exempt nonprofit (EIN: 200839777). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Community Benefit Tree Inc's spending goes to programs?

Community Benefit Tree Inc directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Community Benefit Tree Inc compare to similar nonprofits?

With a transparency score of 75/100 (Good), Community Benefit Tree Inc is above average for NTEE category P20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Community Benefit Tree Inc located?

Community Benefit Tree Inc is headquartered in Kaukauna, Wisconsin and files with the IRS under EIN 200839777. It is classified under NTEE code P20.

How many years of IRS 990 filings does Community Benefit Tree Inc have?

Community Benefit Tree Inc has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $639K in total revenue.

Is Community Benefit Tree Inc financially stable?

While the organization has shown periods of strong asset management and zero liabilities in recent years (2022, 2023), its revenue has not consistently covered expenses, as seen in the $90,878 deficit in 2023 ($525,499 revenue vs. $616,377 expenses). This suggests some financial volatility.

How does Community Benefit Tree Inc manage executive compensation?

Community Benefit Tree Inc reports 0% officer compensation in all available IRS 990 filings, indicating that no funds are used for executive salaries, which is a strong positive for resource allocation.

What is the trend in Community Benefit Tree Inc's revenue?

Revenue has fluctuated significantly, from a low of $255,500 in 2021 to a high of $608,911 in 2022, then decreasing to $525,499 in 2023. This indicates an inconsistent revenue stream.

Are the organization's liabilities a concern?

No, the organization has successfully reduced its liabilities to $0 in both 2022 and 2023, a significant improvement from previous years where liabilities were substantial (e.g., $147,967 in 2019).

Filing History

IRS 990 filing history for Community Benefit Tree Inc showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Community Benefit Tree Inc's revenue has declined by 7.1%, moving from $566K to $525K. Total assets increased by 87.2% over the same period, from $115K to $215K. Total functional expenses rose by 22.8%, from $502K to $616K. In its most recent filing year (2023), Community Benefit Tree Inc reported a deficit of $91K, with expenses exceeding revenue.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $525K $616K $215K $0
2022 $609K $440K $305K $0 View 990
2021 $256K $301K $138K $106K View 990
2020 $317K $316K $161K $120K View 990
2019 $304K $311K $169K $148K View 990
2018 $345K $348K $251K $224K View 990
2017 $358K $364K $254K $223K
2016 $514K $501K $247K $211K View 990
2015 $432K $454K $309K $285K View 990
2014 $361K $415K $308K $263K View 990
2013 $352K $383K $107K $8K View 990
2012 $463K $443K $150K $21K View 990
2011 $566K $502K $115K $5K View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $525K, expenses of $616K, and assets of $215K (revenue -13.7% year-over-year).
  • 2022: Revenue of $609K, expenses of $440K, and assets of $305K (revenue +138.3% year-over-year).
  • 2021: Revenue of $256K, expenses of $301K, and assets of $138K (revenue -19.4% year-over-year).
  • 2020: Revenue of $317K, expenses of $316K, and assets of $161K (revenue +4.4% year-over-year).
  • 2019: Revenue of $304K, expenses of $311K, and assets of $169K (revenue -11.8% year-over-year).
  • 2018: Revenue of $345K, expenses of $348K, and assets of $251K (revenue -3.8% year-over-year).
  • 2017: Revenue of $358K, expenses of $364K, and assets of $254K (revenue -30.3% year-over-year).
  • 2016: Revenue of $514K, expenses of $501K, and assets of $247K (revenue +19.0% year-over-year).
  • 2015: Revenue of $432K, expenses of $454K, and assets of $309K (revenue +19.7% year-over-year).
  • 2014: Revenue of $361K, expenses of $415K, and assets of $308K (revenue +2.6% year-over-year).
  • 2013: Revenue of $352K, expenses of $383K, and assets of $107K (revenue -23.9% year-over-year).
  • 2012: Revenue of $463K, expenses of $443K, and assets of $150K (revenue -18.2% year-over-year).
  • 2011: Revenue of $566K, expenses of $502K, and assets of $115K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Community Benefit Tree Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Community Benefit Tree 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.

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