George Stern Trust Uw 4298-00 is a 501(c)(3) organization based in Birmingham, Alabama, registered in 1999, with $40,709 in FY2025 revenue. CharityIndex grades it C+.
Revenue (FY2025)
$41K
▼ 35.0% vs prior year
Expenses (FY2025)
$43K
Net assets
$778K
Employees
—
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 George Stern Trust Uw 4298-00— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
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 George Stern Trust Uw 4298-00: 217 mo reserves · -6% margin earns a B+ on this criterion. See the exact thresholds →
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 George Stern Trust Uw 4298-00— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
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 George Stern Trust Uw 4298-00: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $35K (FY2016) to $41K (FY2025) across 10 reported years.
Financial snapshot
Operating margin
-5.7%
Spent more than it raised in the latest fiscal year.
Total assets
$778K
Total liabilities
$0
Net assets
$778K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $40,709▼35.0% | $43,039▼42.6% | $778,392▼0.3% | $778,392▼0.3% | 990PF |
| 2024 | $62,598▼13.0% | $74,989▲4.0% | $780,914▼1.5% | $780,914▼1.5% | 990PF |
| 2023 | $71,964▲193% | $72,081▼25.4% | $792,684▼0.1% | $792,684▼0.1% | 990PF |
| 2022 | $24,578▼74.5% | $96,635▲29.7% | $793,605▼8.3% | $793,605▼8.3% | 990PF |
| 2021 | $96,331▲24.2% | $74,491▲5.8% | $865,243▲2.5% | $865,243▲2.5% | 990PF |
| 2020 | $77,538▼11.0% | $70,435▲1.2% | $843,748▲0.9% | $843,748▲0.9% | 990PF |
| 2019 | $87,123▼34.1% | $69,599▲0.2% | $836,331▲2.1% | $836,331▲2.1% | 990PF |
| 2018 | $132,209▲275% | $69,491▲2.8% | $819,103▲8.3% | $819,103▲8.3% | 990PF |
| 2017 | $35,243▼0.6% | $67,575▼0.1% | $756,126▼4.0% | $756,126▼4.0% | 990PF |
| 2016 | $35,454 | $67,615▲11.0% | $788,038▼8.7% | $788,038▼8.7% | 990PF |
| 2011 | — | $60,925▲8.8% | $863,098▲8.1% | $863,098▲8.1% | 990PF |
| 2010 | — | $55,973 | $798,107 | $798,107 | 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.
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Data for George Stern Trust Uw 4298-00 (EIN 59-6805108) 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.