Joe Douglass Dean Trust Uw % First Natl Bank
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves
Joe Douglass Dean Trust Uw % First Natl Bank is a 501(c)(3) organization based in Birmingham, Alabama, registered in 1973, with $75,929 in FY2024 revenue. CharityIndex grades it C+.
Po Box 11647, Birmingham, AL, 35202 EIN 63-6078627 Since 1973
Revenue (FY2024)
$76K
▲ 8.7% vs prior year
Expenses (FY2024)
$51K
Net assets
$761K
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 Joe Douglass Dean Trust Uw % First Natl Bank— 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 rating178 mo reserves · +32% 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 Joe Douglass Dean Trust Uw % First Natl Bank: 178 mo reserves · +32% 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 Joe Douglass Dean Trust Uw % First Natl Bank— 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 Joe Douglass Dean Trust Uw % First Natl Bank: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- Po Box 11647, Birmingham, AL, 35202
- City
- Birmingham
- State
- Alabama
- Category
- —
- Subcategory
- —
Financial trends
Revenue declined from $81K (FY2017) to $76K (FY2024) across 8 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $761K
Operating margin
32.4%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$761K
Total liabilities
$0
Net assets
$761K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $75,929▲8.7% | $51,298▼18.3% | $760,662▲0.9% | $760,662▲0.9% | 990PF |
| 2023 | $69,836▲40.0% | $62,801▼6.5% | $754,037▲0.9% | $754,037▲0.9% | 990PF |
| 2022 | $49,882▼42.2% | $67,160▼7.9% | $747,022▲2.2% | $747,022▲2.2% | 990PF |
| 2021 | $86,318▲42.6% | $72,916▲25.9% | $731,108▲1.9% | $731,108▲1.9% | 990PF |
| 2020 | $60,533▲18.4% | $57,912▲6.3% | $717,573▲0.4% | $717,573▲0.4% | 990PF |
| 2019 | $51,115▲10.6% | $54,504▼9.3% | $714,934▼0.5% | $714,934▼0.5% | 990PF |
| 2018 | $46,231▼43.2% | $60,100▼13.8% | $718,404▼1.9% | $718,404▼1.9% | 990PF |
| 2017 | $81,328 | $69,749▲34.1% | $732,415▲0.4% | $732,415▲0.4% | 990PF |
| 2012 | — | $51,999▼6.9% | $729,518▼0.5% | $729,518▼0.5% | 990PF |
| 2011 | — | $55,867 | $733,210 | $733,210 | 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.
Frequently asked questions
- Is Joe Douglass Dean Trust Uw % First Natl Bank a legitimate nonprofit?
- Yes. Joe Douglass Dean Trust Uw % First Natl Bank is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 63-6078627, based in Birmingham, Alabama. Donations are tax-deductible.
- What is Joe Douglass Dean Trust Uw % First Natl Bank's EIN?
- Joe Douglass Dean Trust Uw % First Natl Bank's Employer Identification Number (EIN) is 63-6078627.
- How much revenue does Joe Douglass Dean Trust Uw % First Natl Bank report?
- Joe Douglass Dean Trust Uw % First Natl Bank reported $75,929 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Joe Douglass Dean Trust Uw % First Natl Bank have?
- CharityIndex grades Joe Douglass Dean Trust Uw % First Natl Bank C+, based on financial health (reserves and operating margin).
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Data for Joe Douglass Dean Trust Uw % First Natl Bank (EIN 63-6078627) 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.