W P Bartlett Trust Fund
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Declining revenue
W P Bartlett Trust Fund is a 501(c)(3) organization based in Porterville, California, registered in 1943, with $117,372 in FY2025 revenue. CharityIndex grades it C+.
Po Box 790, Porterville, CA, 93258 EIN 94-6102005 Since 1943
Revenue (FY2025)
$117K
▲ 54.3% vs prior year
Expenses (FY2025)
$108K
Net assets
$1.2M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—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 W P Bartlett Trust Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating138 mo reserves · +8% 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 W P Bartlett Trust Fund: 138 mo reserves · +8% margin earns a B+ 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 W P Bartlett Trust Fund— 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 W P Bartlett Trust Fund: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- Po Box 790, Porterville, CA, 93258
- City
- Porterville
- State
- California
- Category
- —
- Subcategory
- —
Financial trends
Revenue grew from $87K (FY2013) to $117K (FY2025) across 13 reported years.
Financial snapshot
Financial health & position (FY2025)
Liabilities $0Net assets $1.2M
Operating margin
8.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.2M
Total liabilities
$0
Net assets
$1.2M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $117,372▲54.3% | $107,633▲13.6% | $1,237,247▼0.3% | $1,237,247▼0.3% | 990PF |
| 2024 | $76,056▼24.5% | $94,708▲8.3% | $1,241,357▼1.5% | $1,241,357▼1.5% | 990PF |
| 2023 | $100,705▼59.5% | $87,470▼23.2% | $1,260,009▲0.7% | $1,260,009▲0.7% | 990PF |
| 2022 | $248,461▲46.4% | $113,833▲32.6% | $1,251,348▲12.1% | $1,251,348▲12.1% | 990PF |
| 2021 | $169,694▲3.8% | $85,837▲1.6% | $1,116,720▲8.1% | $1,116,720▲8.1% | 990PF |
| 2020 | $163,525▼12.5% | $84,482▼24.2% | $1,032,863▲8.3% | $1,032,863▲8.3% | 990PF |
| 2019 | $186,900▼73.1% | $111,462▲21.9% | $953,820▲8.6% | $953,820▲8.6% | 990PF |
| 2018 | $694,498▲673% | $91,422▼0.6% | $878,382▲219% | $878,382▲219% | 990PF |
| 2017 | $89,804▼5.4% | $91,943▲2.3% | $275,306▼0.8% | $275,306▼0.8% | 990PF |
| 2016 | $94,965▼4.8% | $89,845▼4.8% | $277,445▲1.9% | $277,445▲1.9% | 990PF |
| 2015 | $99,772▲6.5% | $94,332▲11.1% | $272,325▲2.0% | $272,325▼0.2% | 990PF |
| 2014 | $93,700▲8.3% | $84,942▼9.5% | $266,885▲3.4% | $272,885▲0.3% | 990PF |
| 2013 | $86,549 | $93,885▲20.1% | $258,127▼2.8% | $272,127▼0.5% | 990PF |
| 2012 | — | $78,147▲20.1% | $265,463▼4.6% | $273,463▼4.5% | 990PF |
| 2011 | — | $65,063▼10.7% | $278,405▼1.9% | $286,405▼3.2% | 990PF |
| 2010 | — | $72,866 | $283,760 | $295,760 | 990PF |
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.
Frequently asked questions
- Is W P Bartlett Trust Fund a legitimate nonprofit?
- Yes. W P Bartlett Trust Fund is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 94-6102005, based in Porterville, California. Donations are tax-deductible.
- What is W P Bartlett Trust Fund's EIN?
- W P Bartlett Trust Fund's Employer Identification Number (EIN) is 94-6102005.
- How much revenue does W P Bartlett Trust Fund report?
- W P Bartlett Trust Fund reported $117,372 in total revenue on its fiscal year 2025 IRS Form 990 filing.
- What financial grade does W P Bartlett Trust Fund have?
- CharityIndex grades W P Bartlett Trust Fund C+, based on financial health (reserves and operating margin).
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Data for W P Bartlett Trust Fund (EIN 94-6102005) 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.