Nonprofit screen
Screen a listBartlett Arboretum Association Inc
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(2)
$1.3Mrevenue
FY2025 · −4% in 3 yrs23staff
7 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin−4.9%
Months of reserve8.6mo
Revenue growth (annualized)+6.5%
Middle half of peersMedianBartlett Arboretum Association
Where the money goes FY2025 · $1.4M spent
Programs$1.1M80%Management and general$180k13%Fundraising$101k7%990 FY2025 · Part IX line 25
Worth checking2
A funder worth 17% of revenue stopped after FY2020
The Daniel E Offutt III Charitable Trust gave $250k in FY2020, 17% of revenue that year.
Funders’ 990-PF grant listsDeficits in 2 of the last 3 years
−$424k in FY2024 and −$65k in FY2025. Cash covers 8.6 months, above the peer median of 5.2.
990 Part I and balance sheetIn its favor2
Strong governance
26 of 26 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIA history of government grants
Government grants on 8 of its 8 returns, 23% of revenue in FY2025. $49k is traced federal awards from Institute of Museum and Library Services.
990 Part VIII · USAspending37funders
$266ka year, last 3 years
26%from its largest funder
Funder’17’18’19’20’21’22’23The Daniel E Offutt III Charitable TrustOn and off$250kSynchrony FoundationNew in FY2023$210kCornelia T Bailey Charitable TrustOn and off$125kConnecticut Humanities Council IncSince FY2022$69k$48kLouis J Casale Jr Charitable Foundation IncSince FY2019$10k$16k$15k$25k$5kStamford Rotary Trust FundOn and off$10k$8k$9k$8kDonor-advised giftsDonors not disclosed$26k$24k$61k$63k$46k$69k20 other fundersUp to $25k a year each$1k$1k$11k$50k$24k$23k$59k
FundedThrough a donor-advised fund