Arthur E & Roberta M Yates Charitable Foundation Tr
Only null% goes to programs Strong reserves Growing revenue
Arthur E & Roberta M Yates Charitable Foundation Tr is a 501(c)(3) organization based in Birmingham, Alabama, registered in 2016, with $1,176,872 in FY2025 revenue. CharityIndex grades it C+.
Po Box 11647, Birmingham, AL, 35202 EIN 58-6350586 Since 2016
Revenue (FY2025)
$1.2M
▲ 219.5% vs prior year
Philanthropy median: $168K
Expenses (FY2025)
$509K
Net assets
$8.8M
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 Arthur E & Roberta M Yates Charitable Foundation Tr— 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 rating206 mo reserves · +57% 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 Arthur E & Roberta M Yates Charitable Foundation Tr: 206 mo reserves · +57% 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 Arthur E & Roberta M Yates Charitable Foundation Tr— 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 Arthur E & Roberta M Yates Charitable Foundation Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Contact & location
- Address
- Po Box 11647, Birmingham, AL, 35202
- City
- Birmingham
- State
- Alabama
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $953K (FY2019) to $1.2M (FY2025) across 7 reported years.
Financial snapshot
Financial health & position (FY2025)
Liabilities $0Net assets $8.8M
Operating margin
56.7%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$8.8M
Total liabilities
$0
Net assets
$8.8M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $1,176,872▲220% | $509,240▲6.4% | $8,752,946▲8.2% | $8,752,946▲8.2% | 990PF |
| 2024 | $368,294▲30.0% | $478,596▼3.7% | $8,089,315▼1.4% | $8,089,315▼1.4% | 990PF |
| 2023 | $283,290▲46.8% | $497,229▼10.5% | $8,202,607▼2.6% | $8,202,607▼2.6% | 990PF |
| 2022 | $192,953▼67.7% | $555,596▲4.0% | $8,419,785▼4.1% | $8,419,785▼4.1% | 990PF |
| 2021 | $596,761▲85.8% | $534,222▲4.5% | $8,782,038▲0.7% | $8,782,038▲0.7% | 990PF |
| 2020 | $321,263▼66.3% | $511,101▼3.5% | $8,718,637▼2.1% | $8,718,637▼2.1% | 990PF |
| 2019 | $952,824 | $529,857 | $8,904,718 | $8,904,718 | 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.
Similar organizations in Philanthropy
- Philanthropy
Ssi Shares
Huntsville, AL
$0
Fannual revenue
Philanthropy
Ypbirmingham Inc
Birmingham, AL
$0
Cannual revenue
- Philanthropy
Alabama Retirees Technical Advisory Group
Muscle Shoals, AL
$0
annual revenue
- Philanthropy
Sakya Charitable Foundation
Theodore, AL
$0
C+annual revenue
- Philanthropy
Dauphin Way United Appeal Fund Inc
Mobile, AL
$0
annual revenue
- Philanthropy
Baldwin County Bar Foundation Inc
Bay Minette, AL
$0
annual revenue
Philanthropy
Friends of the Trussville Publiclibrary Inc
Trussville, AL
$0
C+annual revenue
- Philanthropy
Civitan International
Sylacauga, AL
$0
annual revenue
- Philanthropy
Beta Kappa Boule Charitable Foundation
Birmingham, AL
$0
Cannual revenue
- Philanthropy
Civitan International
Wetumpka, AL
$0
annual revenue
Compare Arthur E & Roberta M Yates Charitable Foundation Tr
Frequently asked questions
- Is Arthur E & Roberta M Yates Charitable Foundation Tr a legitimate nonprofit?
- Yes. Arthur E & Roberta M Yates Charitable Foundation Tr is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 58-6350586, based in Birmingham, Alabama. Donations are tax-deductible.
- What is Arthur E & Roberta M Yates Charitable Foundation Tr's EIN?
- Arthur E & Roberta M Yates Charitable Foundation Tr's Employer Identification Number (EIN) is 58-6350586.
- How much revenue does Arthur E & Roberta M Yates Charitable Foundation Tr report?
- Arthur E & Roberta M Yates Charitable Foundation Tr reported $1,176,872 in total revenue on its fiscal year 2025 IRS Form 990 filing.
- What financial grade does Arthur E & Roberta M Yates Charitable Foundation Tr have?
- CharityIndex grades Arthur E & Roberta M Yates Charitable Foundation Tr C+, based on financial health (reserves and operating margin).
More nonprofits in Birmingham
Explore more
Data for Arthur E & Roberta M Yates Charitable Foundation Tr (EIN 58-6350586) 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.