Lillian A Barrett Testamentary Tr is a 501(c)(3) organization based in San Francisco, California, registered in 1993, with $9,517 in FY2023 revenue. CharityIndex grades it C+.
Revenue (FY2023)
$9,517
▼ 40.3% vs prior year
Expenses (FY2023)
$6,407
Net assets
$203K
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 Lillian A Barrett Testamentary 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 Lillian A Barrett Testamentary Tr: 381 mo reserves · +33% 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 Lillian A Barrett Testamentary 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 Lillian A Barrett Testamentary Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $13K (FY2019) to $9,517 (FY2023) across 5 reported years.
Financial snapshot
Operating margin
32.7%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$203K
Total liabilities
$0
Net assets
$203K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $9,517▼40.3% | $6,407▼73.5% | $203,446▲1.6% | $203,446▲1.6% | 990PF |
| 2022 | $15,947▼54.5% | $24,186▼5.1% | $200,336▼4.0% | $200,336▼4.0% | 990PF |
| 2021 | $35,038▲114% | $25,476▲48.9% | $208,575▲4.8% | $208,575▲4.8% | 990PF |
| 2020 | $16,384▲28.9% | $17,115▲7.7% | $199,013▼0.4% | $199,013▼0.4% | 990PF |
| 2019 | $12,715 | $15,893 | $199,744 | $199,744 | 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 Lillian A Barrett Testamentary Tr (EIN 68-6084200) 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.