Lula H Newsome Trust 1 is a 501(c)(3) organization based in Birmingham, Alabama, registered in 2018, with $13,758 in FY2025 revenue. CharityIndex grades it D.
Revenue (FY2025)
$14K
▼ 40.1% vs prior year
Philanthropy median: $168K
Expenses (FY2025)
$18K
Net assets
$239K
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 Lula H Newsome Trust 1— 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 Lula H Newsome Trust 1: 159 mo reserves · -31% margin earns a D 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 Lula H Newsome Trust 1— 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 Lula H Newsome Trust 1: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Revenue grew from $12K (FY2018) to $14K (FY2025) across 8 reported years.
Financial snapshot
Operating margin
-30.8%
Spent more than it raised in the latest fiscal year.
Total assets
$239K
Total liabilities
$0
Net assets
$239K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $13,758▼40.1% | $17,996▲4.4% | $238,900▼1.9% | $238,900▼1.9% | 990PF |
| 2024 | $22,987▲22.3% | $17,243▼3.1% | $243,449▲2.4% | $243,449▲2.4% | 990PF |
| 2023 | $18,795▲131% | $17,800▼11.6% | $237,708▲0.4% | $237,708▲0.4% | 990PF |
| 2022 | $8,145▼73.6% | $20,138▲13.0% | $236,716▼4.8% | $236,716▼4.8% | 990PF |
| 2021 | $30,906▲132% | $17,817▲2.8% | $248,727▲5.6% | $248,727▲5.6% | 990PF |
| 2020 | $13,328▲32.0% | $17,340▲0.3% | $235,638▼1.7% | $235,638▼1.7% | 990PF |
| 2019 | $10,097▼17.0% | $17,284▲10.1% | $239,700▼2.9% | $239,700▼2.9% | 990PF |
| 2018 | $12,159 | $15,699▼1.0% | $246,913▲4.8% | $246,913▲4.8% | 990PF |
| 2011 | — | $15,851 | $235,526 | $235,526 | 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.
Explore more
Data for Lula H Newsome Trust 1 (EIN 63-6087671) 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.