Arthur E & Roberta M Yates Charitable Foundation Tr

990PF • Fiscal year 2019 • EIN 58-6350586

Jan 01, 2019 to Dec 31, 2019

Organization Profile

Birmingham, AL

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

44%

Higher net margin than 87% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

No value available

This filing does not contain officer compensation rows.

Source year 2019

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet

Liabilities / Assets22nd percentile

Assets

$8,904,718

Up $3,664,337 (+70%) from 2015

Net Assets

No earlier filing loaded for comparison.

Liabilities

Up $1 from 2015

Revenue And Expenses

Liabilities / Revenue21st percentile Net Margin87th percentile

Revenue

$952,824

Up $693,843 (+268%) from 2015

Expenses

$529,857

Up $127,578 (+32%) from 2015

Net Income

$422,967

Up $566,265 (+395%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2019

Assets$8,904,718

Liabilities$1

Net Assets-

Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2019

Revenue$952,824

Expenses$529,857

Net Income$422,967

Open 2019 Filing

Filing Detail Status

This 2019 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2025)

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Filing Snapshot

Filing Period: Jan 1, 2019 to Dec 31, 2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing

Assets: $8,904,718
Liabilities: $1
Net assets: -
Revenue: $952,824
Expenses: $529,857
Net income: $422,967

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$8.09	$0.00	$8.09	$0.37	$0.48	$0.11
2023Summary only. Only limited summary data is available for this year.	$8.20	$0.00		$0.28	$0.50	$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$8.42	$0.00	$8.42	$0.19	$0.56	$0.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$8.78	$0.00	$8.78	$0.60	$0.53	$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$8.72	$0.00	$8.72	$0.32	$0.51	$0.19
2019Summary only. Only limited summary data is available for this year.	$8.90	$0.00		$0.95	$0.53	$0.42
2015Summary only. Only limited summary data is available for this year.	$5.24	$0.00		$0.26	$0.40	$0.14
2014Summary only. Only limited summary data is available for this year.	$5.40	$0.00		$0.56	$0.46	$0.10
2013Summary only. Only limited summary data is available for this year.	$5.31	$0.00		$0.30	$0.38	$0.08
2012Summary only. Only limited summary data is available for this year.	$5.38	$0.00		$0.32	$0.05	$0.27
2011Summary only. Only limited summary data is available for this year.	$5.11	$0.00		$0.26	$0.21	$0.05