John A Peterson Charitable Trust is a 501(c)(3) organization based in Montgomery, Alabama, registered in 1970, with $168,258 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$168K
▲ 88.0% vs prior year
Community median: $184K
Expenses (FY2024)
$176K
Net assets
$2.2M
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 Peterson 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 Peterson Charitable Trust: 153 mo reserves · -5% 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 Peterson 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 Peterson Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $443K (FY2013) to $168K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
-4.7%
Spent more than it raised in the latest fiscal year.
Total assets
$2.2M
Total liabilities
$0
Net assets
$2.2M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $168,258▲88.0% | $176,105▲55.1% | $2,247,727▼0.3% | $2,247,727▼0.3% | 990 |
| 2023 | $89,502▲5.0% | $113,557▼31.6% | $2,255,574▼1.1% | $2,255,574▼1.1% | 990 |
| 2022 | $85,236▼59.5% | $166,035▼9.7% | $2,279,629▼3.4% | $2,279,629▼3.4% | 990 |
| 2021 | $210,203▲35.2% | $183,949▼23.6% | $2,360,428▲1.1% | $2,360,428▲1.1% | 990 |
| 2020 | $155,527▲1.8% | $240,893▼3.5% | $2,334,174▼3.5% | $2,334,174▼3.5% | 990 |
| 2019 | $152,814▲81.2% | $249,611▲43.2% | $2,419,540▼3.8% | $2,419,540▼3.8% | 990 |
| 2018 | $84,348▼21.0% | $174,351▼0.4% | $2,516,337▼3.5% | $2,516,337▼3.5% | 990 |
| 2017 | $106,703▼50.0% | $174,965 | $2,606,340▼2.5% | $2,606,340▼2.5% | 990 |
| 2016 | $213,489▲148% | $174,892▲4.7% | $2,672,222▲1.5% | $2,672,222▲1.5% | 990 |
| 2015 | $86,081▼43.7% | $167,117▼7.7% | $2,632,685▼3.0% | $2,632,685▼3.0% | 990 |
| 2014 | $152,973▼65.4% | $181,110▲0.5% | $2,714,639▼1.0% | $2,714,639▼1.0% | 990 |
| 2013 | $442,744 | $180,177▲17.1% | $2,742,776▲10.6% | $2,742,776▲10.6% | 990 |
| 2012 | — | $153,893▲249% | $2,480,209▼2.5% | $2,480,209▼2.5% | 990 |
| 2011 | — | $44,140▼70.3% | $2,542,957▲3.8% | $2,542,957▲3.8% | 990 |
| 2010 | — | $148,683 | $2,449,547 | $2,449,547 | 990 |
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 Peterson Charitable Trust (EIN 63-6069709) 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.