Helen S Mcpheeters Trust Uw 4555000036 is a 501(c)(92) organization based in Birmingham, Alabama, with $42,054 in FY2025 revenue. CharityIndex grades it C+.
Revenue (FY2025)
$42K
▲ 116.1% vs prior year
Expenses (FY2025)
$39K
Net assets
$691K
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 S Mcpheeters Trust Uw 4555000036— 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 S Mcpheeters Trust Uw 4555000036: 215 mo reserves · +8% 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 S Mcpheeters Trust Uw 4555000036— 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 S Mcpheeters Trust Uw 4555000036: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $37K (FY2020) to $42K (FY2025) across 6 reported years.
Financial snapshot
Operating margin
8.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$691K
Total liabilities
$0
Net assets
$691K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $42,054▲116% | $38,550▼30.7% | $690,564▲0.4% | $690,564▲0.4% | 990PF |
| 2024 | $19,464▼25.1% | $55,620▲1.0% | $687,650▼5.1% | $687,650▼5.1% | 990PF |
| 2023 | $25,999▲14.4% | $55,083▼15.7% | $724,228▼3.9% | $724,228▼3.9% | 990PF |
| 2022 | $22,718▼70.1% | $65,323▲23.2% | $753,322▼5.4% | $753,322▼5.4% | 990PF |
| 2021 | $75,958▲104% | $53,021▲2.9% | $795,938▲3.0% | $795,938▲3.0% | 990PF |
| 2020 | $37,192 | $51,527 | $772,465 | $772,465 | 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 S Mcpheeters Trust Uw 4555000036 (EIN 58-6275572) 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.