Henry E & Nancy H Bartels Trust Fbo
Only null% goes to programs Strong reserves Declining revenue
Henry E & Nancy H Bartels Trust Fbo is a 501(c)(3) organization based in Hamden, Connecticut, registered in 1989, with $52,755 in FY2024 revenue. CharityIndex grades it F.
Po Box 187169, Hamden, CT, 06518 EIN 22-2958217 Since 1989
Revenue (FY2024)
$53K
▲ 1209.0% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$187K
Net assets
$1.9M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
F
—Program efficiency40% of the ratingNo expense breakdown in filings
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 Henry E & Nancy H Bartels Trust Fbo— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
FFinancial health25% of the rating124 mo reserves · -254% margin
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 Henry E & Nancy H Bartels Trust Fbo: 124 mo reserves · -254% margin earns a F on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
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 Henry E & Nancy H Bartels Trust Fbo— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
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 Henry E & Nancy H Bartels Trust Fbo: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- Po Box 187169, Hamden, CT, 06518
- City
- Hamden
- State
- Connecticut
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $13K (FY2013) to $53K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $1.9MNet assets $1.9M
Operating margin
-254.1%
Spent more than it raised in the latest fiscal year.
Total assets
$3.8M
Total liabilities
$1.9M
Net assets
$1.9M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $52,755▲1209% | $186,826▲17.1% | $1,936,299▲18.2% | $3,834,619▲15.9% | 990 |
| 2023 | -$4,757▼102% | $159,552▲9.3% | $1,637,754▲4.4% | $3,309,139▲16.0% | 990 |
| 2022 | $204,750▼22.1% | $146,016▼66.1% | $1,569,133▼63.6% | $2,853,002▼68.3% | 990 |
| 2021 | $262,789▼45.7% | $430,360▲31.7% | $4,311,673▼30.2% | $9,009,677▼24.1% | 990 |
| 2020 | $484,112▲125% | $326,710▲67.8% | $6,179,406▲138% | $11,866,741▲106% | 990 |
| 2019 | $214,799▲62.6% | $194,718▼13.0% | $2,591,666▲53.6% | $5,759,863▲58.5% | 990 |
| 2018 | $132,136▼47.5% | $223,769▲48.4% | $1,686,951▼10.6% | $3,635,045▼14.1% | 990 |
| 2017 | $251,500▲167% | $150,783▼32.5% | $1,886,500▲52.8% | $4,229,733▲50.6% | 990 |
| 2016 | $94,086▼24.7% | $223,393▲187% | $1,234,945▼29.7% | $2,808,100▼26.5% | 990 |
| 2015 | $124,905▲53.7% | $77,803▼42.5% | $1,756,026▼1.8% | $3,820,261▲2.5% | 990 |
| 2014 | $81,251▲547% | $135,264▲9.1% | $1,788,034▼11.9% | $3,725,591▼10.6% | 990 |
| 2013 | $12,564 | $123,926 | $2,029,962 | $4,165,113 | 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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Compare Henry E & Nancy H Bartels Trust Fbo
Frequently asked questions
- Is Henry E & Nancy H Bartels Trust Fbo a legitimate nonprofit?
- Yes. Henry E & Nancy H Bartels Trust Fbo is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 22-2958217, based in Hamden, Connecticut. Donations are tax-deductible.
- What is Henry E & Nancy H Bartels Trust Fbo's EIN?
- Henry E & Nancy H Bartels Trust Fbo's Employer Identification Number (EIN) is 22-2958217.
- How much revenue does Henry E & Nancy H Bartels Trust Fbo report?
- Henry E & Nancy H Bartels Trust Fbo reported $52,755 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Henry E & Nancy H Bartels Trust Fbo have?
- CharityIndex grades Henry E & Nancy H Bartels Trust Fbo F, based on financial health (reserves and operating margin).
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Data for Henry E & Nancy H Bartels Trust Fbo (EIN 22-2958217) 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.