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Nonprofit · EIN 06-1001544

F A BARTLETT TREE EXPERT CO VEBA HEALTH BENEFITS PLAN

Tax-exempt · STAMFORD, CT 06905

Financials

$24.7M$24.7M2023$23.1M$23.1M2024$23.7M$23.5M2025
Revenue Expenses · by fiscal year end
Financials of F A BARTLETT TREE EXPERT CO VEBA HEALTH BENEFITS PLAN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$23,725,227$23,502,650$222,577$620,882$0$620,882
December 31, 2024990$23,142,667$23,079,341$63,326$398,305$0$398,305
December 31, 2023990$24,732,848$24,655,735$77,113$334,979$0$334,979
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$21,828,175
Investment income
$0
Other revenue
$1,897,052

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$22,625,119
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$398,305
Total assets, end of year
$620,882
Total liabilities, end of year
$0
Net assets, end of year
$620,882
Gross receipts
$23,725,227
Employees
0
Volunteers
0
Year formed
1979
State of legal domicile
CT

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JEFFREY GIBERSONPLAN ADMINSTRATOR
Officer
2.5$0
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
JEFFREY GIBERSONPLAN ADMINSTRATOR
Officer
2.5$0
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
JEFFREY GIBERSONPLAN ADMINSTRATOR
Officer
2.5$0

Address and contacts

Address (IRS master file)
PO BOX 3067, STAMFORD, CT 06905-0067
Principal officer (990 for 2025)
CAROL DONNELLY, PO BOX 3067, STAMFORD, CT 069050067
Signed the 990
CAROL DONNELLY, CHIEF FINANCIAL OFFICER
Phone
(203) 323-1311
Return prepared by
WEAVER AND TIDWELL LLP

Mission

PROVISION OF GROUP HEALTH AND WELFARE BENEFITS FOR EMPLOYEES AND THEIR FAMILIES.

990 for the year ended December 31, 2025

Program accomplishments

  • THE PLAN PROVIDES HEALTH BENEFITS AND LIFE INSURANCE BENEFITS TO QUALIFIED EMPLOYEES OF THE COMPANY AND TO THEIR BENEFICIARIES AND COVERED DEPENDENTS.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
06-1001544
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1979
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$620,882
Income (IRS master file)
$23,725,227

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$23,725,227$23,502,650$620,882XML
990December 2024$23,142,667$23,079,341$398,305XML
990December 2023$24,732,848$24,655,735$334,979XML
990December 2022$18,866,558$19,034,055$257,866IRS
990December 2021–––IRS
990December 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-1001544).

Questions about F A BARTLETT TREE EXPERT CO VEBA HEALTH BENEFITS PLAN

What is the EIN of F A BARTLETT TREE EXPERT CO VEBA HEALTH BENEFITS PLAN?
The employer identification number (EIN) of F A BARTLETT TREE EXPERT CO VEBA HEALTH BENEFITS PLAN is 06-1001544.
Is F A BARTLETT TREE EXPERT CO VEBA HEALTH BENEFITS PLAN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1979.
Are donations to F A BARTLETT TREE EXPERT CO VEBA HEALTH BENEFITS PLAN tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does F A BARTLETT TREE EXPERT CO VEBA HEALTH BENEFITS PLAN file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of F A BARTLETT TREE EXPERT CO VEBA HEALTH BENEFITS PLAN due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did F A BARTLETT TREE EXPERT CO VEBA HEALTH BENEFITS PLAN last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of F A BARTLETT TREE EXPERT CO VEBA HEALTH BENEFITS PLAN?
The 990 for the year ended December 31, 2025 names CAROL DONNELLY.
Who are the officers and directors of F A BARTLETT TREE EXPERT CO VEBA HEALTH BENEFITS PLAN?
The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does F A BARTLETT TREE EXPERT CO VEBA HEALTH BENEFITS PLAN have?
On its 990 for the year ended December 31, 2025 it reported revenue of $23,725,227, expenses of $23,502,650 and total assets of $620,882 at year end.

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