Anna L Morgan Family Trust
Only null% goes to programs Strong reserves Declining revenue
Anna L Morgan Family Trust is a 501(c)(3) organization based in Dallas, Texas, registered in 2000, with $50,895 in FY2024 revenue. CharityIndex grades it C+.
Po Box 653067, Dallas, TX, 75265 EIN 95-7078666 Since 2000
Revenue (FY2024)
$51K
▲ 144.2% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$38K
Net assets
$538K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
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 Anna L Morgan Family Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating168 mo reserves · +25% margin
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 Anna L Morgan Family Trust: 168 mo reserves · +25% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
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 Anna L Morgan Family Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
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 Anna L Morgan Family Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- Po Box 653067, Dallas, TX, 75265
- City
- Dallas
- State
- Texas
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $21K (FY2014) to $51K (FY2024) across 11 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $538K
Operating margin
24.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$538K
Total liabilities
$0
Net assets
$538K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $50,895▲144% | $38,404▲27.5% | $538,455▲2.6% | $538,455▲2.6% | 990PF |
| 2023 | $20,841▲285% | $30,130▼26.1% | $524,591▼1.2% | $524,591▼1.2% | 990PF |
| 2022 | -$11,267▼110% | $40,752▼6.4% | $531,214▼8.8% | $531,214▼8.8% | 990PF |
| 2021 | $118,311▲202% | $43,544▲41.0% | $582,360▲3.6% | $582,360▲3.6% | 990PF |
| 2020 | $39,221▼4.9% | $30,886▼0.9% | $562,003▲14.1% | $562,003▲14.1% | 990PF |
| 2019 | $41,263▲51.9% | $31,180▼8.4% | $492,394▼0.1% | $492,394▼0.1% | 990PF |
| 2018 | $27,167▼46.5% | $34,026▲4.8% | $492,767▼2.6% | $492,767▼2.6% | 990PF |
| 2017 | $50,801▲150% | $32,463▲13.7% | $505,963▲3.5% | $505,963▲3.5% | 990PF |
| 2016 | $20,326▲215% | $28,545▼9.1% | $488,726▼0.2% | $488,726▼0.2% | 990PF |
| 2015 | $6,444▼69.3% | $31,412▼35.6% | $489,777▼4.3% | $489,777▼4.3% | 990PF |
| 2014 | $20,972 | $48,748 | $511,963 | $511,963 | 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.
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Frequently asked questions
- Is Anna L Morgan Family Trust a legitimate nonprofit?
- Yes. Anna L Morgan Family Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 95-7078666, based in Dallas, Texas. Donations are tax-deductible.
- What is Anna L Morgan Family Trust's EIN?
- Anna L Morgan Family Trust's Employer Identification Number (EIN) is 95-7078666.
- How much revenue does Anna L Morgan Family Trust report?
- Anna L Morgan Family Trust reported $50,895 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Anna L Morgan Family Trust have?
- CharityIndex grades Anna L Morgan Family Trust C+, based on financial health (reserves and operating margin).
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Data for Anna L Morgan Family Trust (EIN 95-7078666) 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.