TPhilanthropy, Voluntarism & GrantmakingEIN: 222958217· Ruling Year: 1989

Henry E & Nancy H Bartels Trust Fbo

Hamden, Connecticut

B-Health Score
54B-

Financial Health Score

8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.

Average

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org10.26×
Peer Median18.82×
💰
-$5K
Total Revenue
📊
$160K
Total Expenses
🏦
$1.6M
Net Assets
📋
$1.7M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-102.3%
Year-over-year change (2022 → 2023)
Net Margin
+3454.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
10.26
Net assets divided by total expenses
Liabilities-to-Assets
50.5%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023-$4,757102%$159,5529%$3,309,13916%
2022$204,75022%$146,01666%$2,853,00268%
2021$262,78946%$430,36032%$9,009,67724%
2020$484,112125%$326,71068%$11,866,741106%
2019$214,79963%$194,71813%$5,759,86358%
2018$132,13647%$223,76948%$3,635,04514%
2017$251,500167%$150,78333%$4,229,73351%
2016$94,08625%$223,393187%$2,808,10026%
2015$124,90554%$77,80342%$3,820,2613%
2014$81,251547%$135,2649%$3,725,59111%
2013$12,56495%$123,92612%$4,165,11367%
2012$275,995202%$140,3153%$2,496,70015%
2011$91,322$136,054$2,172,701

Frequently Asked Questions

What does Henry E & Nancy H Bartels Trust Fbo do?

Henry E & Nancy H Bartels Trust Fbo is a philanthropy, voluntarism & grantmaking nonprofit organization based in Connecticut. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Henry E & Nancy H Bartels Trust Fbo financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Henry E & Nancy H Bartels Trust Fbo.

How much revenue does Henry E & Nancy H Bartels Trust Fbo generate?

Henry E & Nancy H Bartels Trust Fbo reports $53K in annual revenue and holds $3.8M in total assets, based on IRS filings.

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Henry E & Nancy H Bartels Trust Fbo — Hamden, CT | GiveScope