Helen E Shellenbarger Charitable Tr 5755000102 is a 501(c)(3) organization based in Birmingham, Alabama, registered in 2011, with $15,299 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$15K
▲ 8.1% vs prior year
Education median: $200K
Expenses (FY2024)
$14K
Net assets
$152K
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 Helen E Shellenbarger Charitable Tr 5755000102— 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 Helen E Shellenbarger Charitable Tr 5755000102: 131 mo reserves · +9% 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 Helen E Shellenbarger Charitable Tr 5755000102— 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 Helen E Shellenbarger Charitable Tr 5755000102: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $8,333 (FY2017) to $15K (FY2024) across 8 reported years.
Financial snapshot
Operating margin
9.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$152K
Total liabilities
$0
Net assets
$152K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $15,299▲8.1% | $13,924▲1.7% | $151,821▲0.9% | $151,821▲0.9% | 990PF |
| 2023 | $14,148▲332% | $13,693▼18.1% | $150,460▲0.3% | $150,460▲0.3% | 990PF |
| 2022 | $3,275▼87.9% | $16,719▲4.8% | $150,002▼8.2% | $150,002▼8.2% | 990PF |
| 2021 | $27,125▲338% | $15,949▲19.6% | $163,487▲7.3% | $163,487▲7.3% | 990PF |
| 2020 | $6,188▼14.5% | $13,334▲0.2% | $152,324▼4.5% | $152,324▼4.5% | 990PF |
| 2019 | $7,240▼24.1% | $13,311▲3.5% | $159,494▼3.7% | $159,494▼3.7% | 990PF |
| 2018 | $9,536▲14.4% | $12,864▼2.5% | $165,566▼2.0% | $165,566▼2.0% | 990PF |
| 2017 | $8,333 | $13,191 | $168,893 | $168,893 | 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 Helen E Shellenbarger Charitable Tr 5755000102 (EIN 72-6245577) 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.