John G Kenedy Jr Charitable Tr -surface Estate Tr is a 501(c)(3) organization based in San Antonio, Texas, registered in 2018, with $11,042,564 in FY2023 revenue. CharityIndex grades it C+.
Revenue (FY2023)
$11.0M
▲ 88.2% vs prior year
Philanthropy median: $168K
Expenses (FY2023)
$7.3M
Net assets
$48.7M
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 G Kenedy Jr Charitable Tr -surface Estate Tr— 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 G Kenedy Jr Charitable Tr -surface Estate Tr: 80 mo reserves · +34% 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 G Kenedy Jr Charitable Tr -surface Estate Tr— 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 G Kenedy Jr Charitable Tr -surface Estate Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $9.9M (FY2018) to $11.0M (FY2023) across 6 reported years.
Financial snapshot
Operating margin
33.9%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$48.7M
Total liabilities
$0
Net assets
$48.7M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $11,042,564▲88.2% | $7,297,731▼9.3% | $48,676,296▲8.3% | $48,676,296▲8.3% | 990 |
| 2022 | $5,868,411▼44.4% | $8,043,913▲12.1% | $44,931,463▼4.6% | $44,931,463▼4.6% | 990 |
| 2021 | $10,559,440▲141% | $7,173,883▲6.3% | $47,111,872▲7.8% | $47,111,872▲7.8% | 990 |
| 2020 | $4,381,635▼0.3% | $6,749,550▼2.7% | $43,721,869▼5.1% | $43,721,869▼5.1% | 990 |
| 2019 | $4,396,154▼55.7% | $6,939,764▲15.7% | $46,092,794▼5.2% | $46,092,794▼5.2% | 990 |
| 2018 | $9,920,071 | $5,999,474 | $48,636,466 | $48,636,466 | 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 G Kenedy Jr Charitable Tr -surface Estate Tr (EIN 82-6501674) 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.