Julia G Melson Charitable Testamentary Trust
Only null% goes to programs Strong reserves Declining revenue
Julia G Melson Charitable Testamentary Trust is a 501(c)(3) organization based in Montgomery, Alabama, registered in 2012, with $140,601 in FY2024 revenue. CharityIndex grades it C+.
Po Box 2450, Montgomery, AL, 36102 EIN 20-6724118 Since 2012
Revenue (FY2024)
$141K
▲ 81.0% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$139K
Net assets
$1.7M
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 Julia G Melson Charitable 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 →
B+Financial health25% of the rating152 mo reserves · +1% 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 Julia G Melson Charitable Testamentary Trust: 152 mo reserves · +1% 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 Julia G Melson Charitable 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 →
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 Julia G Melson Charitable Testamentary Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- Po Box 2450, Montgomery, AL, 36102
- City
- Montgomery
- State
- Alabama
- Subcategory
- Private Foundations
Financial trends
Revenue declined from $184K (FY2013) to $141K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $1.7M
Operating margin
1.4%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.7M
Total liabilities
$0
Net assets
$1.7M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $140,601▲81.0% | $138,571▲5.6% | $1,749,539▲0.1% | $1,749,539▲0.1% | 990PF |
| 2023 | $77,701▼12.3% | $131,241▼7.9% | $1,747,399▼3.0% | $1,747,399▼3.0% | 990PF |
| 2022 | $88,565▼65.5% | $142,518▼8.3% | $1,801,093▼2.9% | $1,801,093▼2.9% | 990PF |
| 2021 | $256,641▲193% | $155,478▲12.7% | $1,853,954▲5.7% | $1,853,954▲5.7% | 990PF |
| 2020 | $87,602▼18.9% | $137,990 | $1,753,662▼2.8% | $1,753,662▼2.8% | 990PF |
| 2019 | $108,025▼10.0% | $137,963▼4.3% | $1,803,848▼1.6% | $1,803,848▼1.6% | 990PF |
| 2018 | $120,000▼40.4% | $144,115▲6.3% | $1,833,549▼1.3% | $1,833,549▼1.3% | 990PF |
| 2017 | $201,424▲192% | $135,576▼0.1% | $1,857,444▲3.6% | $1,857,444▲3.6% | 990PF |
| 2016 | $69,096▼14.4% | $135,723▲0.6% | $1,792,967▼3.5% | $1,792,967▼3.5% | 990PF |
| 2015 | $80,699▼46.9% | $134,941▼12.9% | $1,858,221▼2.8% | $1,858,221▼2.8% | 990PF |
| 2014 | $152,103▼17.3% | $154,983▲12.7% | $1,912,361▼0.1% | $1,912,361▼0.1% | 990PF |
| 2013 | $183,906 | $137,537▼0.8% | $1,914,149▲2.4% | $1,914,149▲2.4% | 990PF |
| 2012 | — | $138,588 | $1,869,099 | $1,869,099 | 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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Frequently asked questions
- Is Julia G Melson Charitable Testamentary Trust a legitimate nonprofit?
- Yes. Julia G Melson Charitable Testamentary Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 20-6724118, based in Montgomery, Alabama. Donations are tax-deductible.
- What is Julia G Melson Charitable Testamentary Trust's EIN?
- Julia G Melson Charitable Testamentary Trust's Employer Identification Number (EIN) is 20-6724118.
- How much revenue does Julia G Melson Charitable Testamentary Trust report?
- Julia G Melson Charitable Testamentary Trust reported $140,601 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Julia G Melson Charitable Testamentary Trust have?
- CharityIndex grades Julia G Melson Charitable Testamentary Trust C+, based on financial health (reserves and operating margin).
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Data for Julia G Melson Charitable Testamentary Trust (EIN 20-6724118) 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.