Dr J E Green Educational Trust

Supporting organization Birmingham, AL EIN 62-6185748 NTEE B11
Revenue
$37K
▲ +97%
FY2024 · Pt VIII · Ln 12
Expenses
$58K
▼ -0.7%
FY2024 · Pt IX · Ln 25
Net assets
$660K
FY2024 · Pt X · Ln 32
To programs
75%
FY2024 · Pt IX · col B
Revenue & expenses by yearFY2020–FY2024
Revenue
$37K
FY2024▲ +97%
Expenses
$58K
FY2024▼ -0.7%

Distributes resources to original charities for their work.

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Tax-deductible?
Yes
Per the IRS master file. Details →
Can I give now?
No revocation on IRS record
Not on the IRS revocation list. Details →
Filing up to date?
Filed FY2024 (typical filing lag)
Foundation funders?
Not on file
Spent on programs?
75% to programs
Form 990 Part IX, latest filing. Details →
Size and trend
<$100K
↑ +97% vs prior year Details →

Form 990 for the fiscal year ending December 2024 (IRS tax year 2024).


Distributes resources to original charities for their work.

Type
Supporting organization · Education
Location
Birmingham, AL
Filings
5 on file (2020–2024)
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Provided by the organization

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Where the money goes · FY2024
Where spending went · Part IX cols B–D
Program services $0.75 Management & general $0.25
Net inflow
-57%
revenue over expenses, this year▲ +73% vs prior filing year
Pass-through gifts
0%
of revenue from contributions
Program spending
75%
of expenses reach stated programs▼ -3% vs prior filing year

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Summary of the Filing

Part I · fiscal year 2024 · Form 990
Total assets
$660K
FY2024▼ -2%
Total liabilities
$0
FY2024
Revenue less expensesPt I · Ln 19−$21K
Total assetsPt X · Ln 16$660K
Program-expense ratioPt IX · col B75%
Voting members of governing bodyPt I · Ln 31
Independent voting membersPt I · Ln 41

Identity & Classification

Form 990 Header · IRS Business Master File
Legal name (IRS)Hdr · item CDr J E Green Educational Trust
EINHdr · item D62-6185748
Principal addressHdr · item CBirmingham, AL
WebsiteHdr · item Jnone reported
Year of formationHdr · item Lpending
State of legal domicileHdr · item MAL
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFEducation (B11)
Ruling yearIRS BMFDec 2006

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a1
Independent voting membersPt VI · Ln 1b1
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$12,952Pt VII · Sec A

Regions Bank Trust Dept’s $13K as Trustee is at the 45th percentile of top reported officer pay among 146 <$100K education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Regions Bank Trust Dept$12,952$11,975$12,939$14,081$12,475

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Mission & Programs · Part III

Where the work happens

2 program services account for $44K of program spending, described in the organization's own filed words · FY2024.
01

The vestry & rector of ST peter

$22Kprogram expense
02

ST. Andrew's school for boys

$22Kprogram expense

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Statement of Revenue

Part VIII
Investment income100%$37K
Total revenueLn 12$37K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.75 Management & general $0.25
Program services75%$44K
Management & general25%$15K
Total functional expensesLn 25$58K

Balance Sheet

Part X · end of year
CashLn 1$18K
Total assetsLn 16$660K
Total liabilitiesLn 26$0
Total net assetsLn 32$660K
Months of cash on handcomputed3.6

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $660K · Operating expenses/yr $58K
135.9 months
Where the money goes
Program services
Program services $44K · Total expenses $58K
75%
Management & General
Management & general $15K · Total expenses $58K
25%
Fundraising
Fundraising $0 · Total expenses $58K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $0
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $0 · Total revenue $37K
0%
Government reliance
Government grants — · Total revenue $37K
—
Earned-income share
Program service revenue $0 · Total revenue $37K
0%
Investment reliance
Investment income $37K · Total revenue $37K
+100%
Program self-sufficiency
Program service revenue $0 · Total expenses $58K
0%
Growth & trend
Revenue growth (YoY)
This year $37K · Prior year $19K
Prior-year revenue below floor — showing dollar change
Revenue CAGR
FY2020 $72K · FY2024 $37K
-15%
Net-asset trend (YoY)
End of year $660K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $37K · Expenses $58K
-57%
Liabilities-to-Assets
Total liabilities — · Total assets $660K
—
Net-asset ratio
Net assets $660K · Total assets $660K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $642K · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $660K
97%
People & payroll
Highest Reported Total Compensation
Individual Regions Bank Trust Dept · Reported title Trustee · Highest reported compensation $13K · Total expenses $58K
22%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $13K · Total expenses $58K
22%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 75%——
Overhead ratio 25%——
Revenue growth 97%——
Accounting fee ratio 2%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · this organization's grantmaking
Grants paid · 10 grants · $223K · 2020–2024
The Vestry & Rector of St Peter'sFY2024$21,842
St Andrew's-Sewanee SchoolTN · FY2024$21,842
The Vestry & Rector of St Peter'sFY2023$22,580
St Andrew's-Sewanee SchoolTN · FY2023$22,580
St Andrew's-Sewanee SchoolTN · FY2022$23,427
St Peter's Episcopal Theological Education FundFY2022$23,427
Unitemized GrantFY2021$21,877
Unitemized GrantFY2021$21,877
Unitemized GrantFY2020$21,790
Unitemized GrantFY2020$21,790

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$37K revenue · viewing · ⤓ 990 PDF
FY2023$19K revenue · ⤓ 990 PDF
FY2022$52K revenue · ⤓ 990 PDF
FY2021$64K revenue · ⤓ 990 PDF
FY2020$72K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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