Testamentary Trust Uw of Ann H Jeter 05071918 is a 501(c)(13) organization based in Union, South Carolina, registered in 2017, with $88,737 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$89K
▲ 104.1% vs prior year
Membership median: $185K
Expenses (FY2024)
$15K
Net assets
$625K
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 Testamentary Trust Uw of Ann H Jeter 05071918— 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 Testamentary Trust Uw of Ann H Jeter 05071918: 484 mo reserves · +83% 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 Testamentary Trust Uw of Ann H Jeter 05071918— 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 Testamentary Trust Uw of Ann H Jeter 05071918: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $8,198 (FY2018) to $89K (FY2024) across 7 reported years.
Financial snapshot
Operating margin
82.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$625K
Total liabilities
$0
Net assets
$625K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $88,737▲104% | $15,481▲221% | $624,800▲13.3% | $624,800▲13.3% | 990 |
| 2023 | $43,473▲518% | $4,823▼71.6% | $551,544▲7.5% | $551,544▲7.5% | 990 |
| 2022 | -$10,406▼128% | $16,971▼42.0% | $512,894▲2.9% | $512,894▲2.9% | 990 |
| 2021 | $37,792▲353% | $29,270▲80.4% | $498,558▲1.7% | $498,558▲1.7% | 990EZ |
| 2020 | $8,334▼28.2% | $16,225▲27.0% | $490,036▼1.6% | $490,036▼1.6% | 990EZ |
| 2019 | $11,613▲41.7% | $12,779▲166% | $497,927▲7.3% | $497,927▲7.3% | 990EZ |
| 2018 | $8,198 | $4,798▼57.0% | $464,093▲0.7% | $464,093▲0.7% | 990EZ |
| 2017 | — | $11,159 | $460,693 | $460,693 | 990EZ |
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 Testamentary Trust Uw of Ann H Jeter 05071918 (EIN 30-1002695) 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.