John A Kozel Charitable Trust is a 501(c)(3) organization based in Bismarck, North Dakota, registered in 1986, with $17,862 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$18K
▼ 5.6% vs prior year
Expenses (FY2024)
$17K
Net assets
$441K
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 John A Kozel Charitable Trust— 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 John A Kozel Charitable Trust: 303 mo reserves · +2% 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 John A Kozel Charitable Trust— 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 John A Kozel Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $21K (FY2020) to $18K (FY2024) across 5 reported years.
Financial snapshot
Operating margin
2.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$441K
Total liabilities
$0
Net assets
$441K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $17,862▼5.6% | $17,447▼5.0% | $440,708▲0.1% | $440,708▲0.1% | 990PF |
| 2023 | $18,920▼4.3% | $18,373▼29.7% | $440,293▲0.1% | $440,293▲0.1% | 990PF |
| 2022 | $19,764▼9.3% | $26,120▲4.3% | $439,746▼1.4% | $439,746▼1.4% | 990PF |
| 2021 | $21,784▲1.7% | $25,034▼3.6% | $446,102▼0.7% | $446,102▼0.7% | 990PF |
| 2020 | $21,422 | $25,968 | $449,352 | $449,352 | 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 John A Kozel Charitable Trust (EIN 36-3412610) 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.