Operation Round-Up Trust EIN 63-1284255 Form 990 (PDF) Claim this org

Operation Round-Up Trust

Not yet claimed Claim this org →

Funds educational programs and initiatives in Cullman and Winston Counties, Alabama. For fiscal year 2024 it reported $284K in revenue, $245K in expenses, and $92K in net assets.Pt I

Type
Public charity (501(c)(3)) · Education
Location
Cullman, AL
Filings
5 on file (2020–2024)
Revenue
$284KFY2024
Expenses
$245K
Net assets
$92K
People
16
Filings
5
Updates
0
More identity details & actions ⌄
EIN  63-1284255 Public charity (501(c)(3)) Cullman, AL
Form 990 (PDF)
Compare with another nonprofit →
Is this your organization?
Claim this profile to manage it and share your story.
Claim
Provided by the organization

This section is blank until Operation Round-Up Trust claims this page.

Know this organization? Claim it to add your story

Size
$100K–1M
What they do
Funds educational programs and initiatives in Cullman and Winston Counties, Alabama.
Leadership
Leigh Anne Basenburg · Board Member
Money in and out
$284K revenue, $245K expenses
Bottom line
100% program efficiency
Where the money goes · FY2024
Total revenue
$284K
Pt VIII · Ln 12
Total expenses
$245K
Pt IX · Ln 25
Net assets
$92K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $38K
Where spending went · Part IX cols B–D
Program services $1.00
Program efficiency
100%
of spending reaches programs0% vs prior filing year
Operating runway
4.5mo
months of highly liquid reserves at operating expense rate▲ +105% vs prior filing year
Surplus margin
+14%
revenue over expenses, this year▲ +396% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$284K
FY2024▲ +2%
Expenses
$245K
FY2024▼ -15%
Total assets
$92K
FY2024▲ +71%
Total liabilities
$0
FY2024
Total revenue
$284K
Pt VIII · Ln 12
Total expenses
$245K
Pt IX · Ln 25
Net assets
$92K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$38K
Total assetsPt X · Ln 16$92K
Program-expense ratioPt IX · col B100%
Voting members of governing bodyPt I · Ln 316
Independent voting membersPt I · Ln 416
Mission & Programs · Part III

Where the work happens

1 program service account for $245K of program spending, described in the organization's own filed words · FY2024.
01

Provide classroom assistance to alabama schools located in cullman and winston counties

$245Kprogram expense

Run this program? Claim this org to tell your story

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item COperation Round-Up Trust
EINHdr · item D63-1284255
Principal addressHdr · item CCullman, 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 (B12)
Ruling yearIRS BMFMay 2004

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a16
Independent voting membersPt VI · Ln 1b16
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14Yes
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
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Vice Chairman
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
See Operation Round-Up Trust executive salaries →

Are you one of these people? Claim this org to confirm your role

Statement of Revenue

Part VIII
Contributions & grants100%$283K
Investment income$461
Total revenueLn 12$284K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $1.00
Program services100%$245K
Total functional expensesLn 25$245K

Balance Sheet

Part X · end of year
CashLn 1$92K
Total assetsLn 16$92K
Total liabilitiesLn 26$0
Total net assetsLn 32$92K
Months of cash on handcomputed4.5

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $92K · Operating expenses/yr $245K
4.5 months
Where the money goes
Program services
Program services $245K · Total expenses $245K
100%
Management & General
Management & general $0 · Total expenses $245K
0%
Fundraising
Fundraising $0 · Total expenses $245K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $276K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $283K · Total revenue $284K
100%
Government reliance
Government grants — · Total revenue $284K
Earned-income share
Program service revenue $0 · Total revenue $284K
0%
Investment reliance
Investment income $461 · Total revenue $284K
+0.2%
Program self-sufficiency
Program service revenue $0 · Total expenses $245K
0%
Growth & trend
Revenue growth (YoY)
This year $284K · Prior year $277K
+2%
Revenue CAGR
FY2020 $239K · FY2024 $284K
+4%
Net-asset trend (YoY)
End of year $92K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $284K · Expenses $245K
+14%
Liabilities-to-Assets
Total liabilities — · Total assets $92K
Net-asset ratio
Net assets $92K · Total assets $92K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $92K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Leigh Anne Basenburg · Reported title BOARD MEMBER · Highest reported compensation $0 · Total expenses $245K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $245K
Peer comparison

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

MetricThis orgPeer medianPercentile
Program ratio 100%
Overhead ratio 0%
Fundraising cost ratio 0%
Revenue growth 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 · 97 grants · $1.0M · 2020–2024
Meek High SchoolFY2024$17,716
West Point Elementary SchoolFY2024$15,925
Cold Springs Elementary SchoolFY2024$12,689
Holly Pond Elementary SchoolFY2024$12,108
Hanceville Elementary SchoolFY2024$11,626
St Pauls Lutheran ChurchAL · FY2024$11,590
Sacred Heart SchoolAL · FY2024$11,283
Fairview Elementary SchoolFY2024$10,966
Meek Elementary SchoolFY2024$9,488
Child Development CenterFY2024$8,560
Cullman Christian SchoolAL · FY2024$8,498
Cullman City Primary SchoolFY2024$8,253
Cold Springs High SchoolFY2024$8,187
Good Hope Elementary SchoolFY2024$6,232
East Elementary SchoolFY2024$5,870
Parkside SchoolFY2024$5,409
Parkside SchoolFY2023$31,762
Cold Springs Elementary SchoolFY2023$24,521
See all 97 grants →

Similar Organizations

Closest in mission — by what they do
See all organizations like Operation Round-Up Trust →

Compare

Search another nonprofit to view revenue, expenses, assets, key metrics, and leaders side by side

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)$284K revenue · viewing · ⤓ 990 PDF
FY2023$277K revenue · ⤓ 990 PDF
FY2022$270K revenue · ⤓ 990 PDF
FY2021$283K revenue · ⤓ 990 PDF
FY2020$239K revenue · ⤓ 990 PDF

Want to add your own materials alongside these filings? Claim this org

Sources

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

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the peer-cohort and compensation comparisons above.