ZUnclassifiedEIN: 946102005· Ruling Year: 1943

W P Bartlett Trust Fund

Porterville, California

BHealth Score
62B

Financial Health Score

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

Above Average

💰
$101K
Total Revenue
📊
$87K
Total Expenses
🏦
$1.3M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-59.5%
Year-over-year change (2022 → 2023)
Net Margin
+13.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
14.41
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$100,70559%$87,47023%$1,260,0091%
2022$248,46146%$113,83333%$1,251,34812%
2021$169,6944%$85,8372%$1,116,7208%
2020$163,52513%$84,48224%$1,032,8638%
2019$186,90087%$111,46218%$953,820250%
2015$99,7726%$94,33211%$272,325
2014$93,7008%$84,94210%$272,885
2013$86,54933%$93,88520%$272,127
2012$65,2059%$78,14720%$273,4635%
2011$59,708$65,063$286,405

Frequently Asked Questions

What does W P Bartlett Trust Fund do?

W P Bartlett Trust Fund is a unclassified nonprofit organization based in California. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is W P Bartlett Trust Fund financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for W P Bartlett Trust Fund.

How much revenue does W P Bartlett Trust Fund generate?

Revenue data for W P Bartlett Trust Fund is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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