John L Haglund Testamentary Trust is a 501(c)(3) organization based in Birmingham, Alabama, registered in 2017, with $74,844 in FY2025 revenue. CharityIndex grades it C+.
Revenue (FY2025)
$75K
▲ 7.3% vs prior year
Philanthropy median: $168K
Expenses (FY2025)
$61K
Net assets
$879K
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 L Haglund Testamentary 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 L Haglund Testamentary Trust: 172 mo reserves · +18% 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 L Haglund Testamentary 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 L Haglund Testamentary Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $88K (FY2020) to $75K (FY2025) across 6 reported years.
Financial snapshot
Operating margin
18.1%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$879K
Total liabilities
$0
Net assets
$879K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $74,844▲7.3% | $61,318▼8.1% | $878,915▲1.5% | $878,915▲1.5% | 990PF |
| 2024 | $69,782▲79.0% | $66,705▲3.5% | $866,108▲0.3% | $866,108▲0.3% | 990PF |
| 2023 | $38,989▲168% | $64,468▼14.3% | $863,226▼2.9% | $863,226▼2.9% | 990PF |
| 2022 | $14,539▼91.3% | $75,205▲7.7% | $888,775▼6.4% | $888,775▼6.4% | 990PF |
| 2021 | $167,439▲89.7% | $69,820▲5.8% | $949,650▲11.5% | $949,650▲11.5% | 990PF |
| 2020 | $88,276 | $66,002 | $851,963 | $851,963 | 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 L Haglund Testamentary Trust (EIN 75-6534320) 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.