Everett H Barney Estate Trust is a 501(c)(3) organization based in Agawam, Massachusetts, registered in 1976, with $272,097 in FY2025 revenue. CharityIndex grades it C+.
Revenue (FY2025)
$272K
▼ 29.1% vs prior year
Expenses (FY2025)
$203K
Net assets
$5.5M
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Everett H Barney Estate Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Everett H Barney Estate Trust: 325 mo reserves · +25% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Everett H Barney Estate Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Everett H Barney Estate Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $274K (FY2013) to $272K (FY2025) across 13 reported years.
Financial snapshot
Operating margin
25.4%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$5.5M
Total liabilities
$0
Net assets
$5.5M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $272,097▼29.1% | $202,874▲17.4% | $5,501,572▲6.2% | $5,501,572▲6.2% | 990 |
| 2024 | $383,974▲197% | $172,739▲2.9% | $5,181,692▲10.3% | $5,181,692▲10.3% | 990 |
| 2023 | $129,207▲1133% | $167,803▲10.1% | $4,695,988▲7.0% | $4,695,988▲7.0% | 990 |
| 2022 | $10,476▼96.7% | $152,468▼4.5% | $4,386,953▼16.6% | $4,386,953▼16.6% | 990 |
| 2021 | $317,724▲25.3% | $159,718▲3.8% | $5,257,921▲13.1% | $5,257,921▲13.1% | 990 |
| 2020 | $253,489▲57.7% | $153,898▼7.0% | $4,648,399▲7.6% | $4,648,399▲7.6% | 990 |
| 2019 | $160,737▲10.6% | $165,424▲0.1% | $4,318,553▲13.2% | $4,318,553▲13.2% | 990 |
| 2018 | $145,376▼18.1% | $165,264▲12.2% | $3,813,608▼10.3% | $3,813,608▼10.3% | 990 |
| 2017 | $177,493▲34.6% | $147,333▼0.9% | $4,249,607▲7.0% | $4,249,607▲7.0% | 990 |
| 2016 | $131,864▼27.4% | $148,745▲3.2% | $3,970,291▲6.7% | $3,970,291▲6.7% | 990 |
| 2015 | $181,675▼40.7% | $144,151▲1.5% | $3,719,752▼6.9% | $3,719,752▼6.9% | 990 |
| 2014 | $306,462▲11.9% | $141,979▼2.4% | $3,994,737▲4.3% | $3,994,737▲4.3% | 990 |
| 2013 | $273,825 | $145,537▼0.4% | $3,828,941▲10.7% | $3,828,941▲10.7% | 990 |
| 2012 | — | $146,139▲3.3% | $3,460,011▲5.4% | $3,460,011▲5.4% | 990 |
| 2011 | — | $141,477▼6.9% | $3,282,365▼4.6% | $3,282,365▼4.6% | 990 |
| 2010 | — | $151,900 | $3,439,811 | $3,439,811 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Everett H Barney Estate Trust (EIN 04-6032307) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.