Annie W Buchanan Trust Uw 102984 Conn Bk & Tr Co Tr is a 501(c)(92) organization based in Dallas, Texas, registered in 1970, with $45,957 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$46K
▲ 169.5% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$37K
Net assets
$460K
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 Annie W Buchanan Trust Uw 102984 Conn Bk & Tr Co Tr— 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 Annie W Buchanan Trust Uw 102984 Conn Bk & Tr Co Tr: 150 mo reserves · +20% 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 Annie W Buchanan Trust Uw 102984 Conn Bk & Tr Co Tr— 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 Annie W Buchanan Trust Uw 102984 Conn Bk & Tr Co Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $18K (FY2013) to $46K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
20.2%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$460K
Total liabilities
$0
Net assets
$460K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $45,957▲169% | $36,683▲19.4% | $459,971▲1.5% | $459,971▲1.5% | 990PF |
| 2023 | $17,053▲561% | $30,730▲5.6% | $453,393 | $453,393 | 990PF |
| 2022 | -$3,702▼104% | $29,089▼22.1% | $453,305▼4.9% | $453,305▼4.9% | 990PF |
| 2021 | $97,424▲232% | $37,339▲11.8% | $476,510▼3.4% | $476,510▼3.4% | 990PF |
| 2020 | $29,318▼27.9% | $33,387▲19.9% | $493,072▲16.5% | $493,072▲16.5% | 990PF |
| 2019 | $40,674▲39.8% | $27,847▼6.3% | $423,292▼0.6% | $423,292▼0.6% | 990PF |
| 2018 | $29,086▼34.4% | $29,730▼2.6% | $425,642▼1.5% | $425,642▼1.5% | 990PF |
| 2017 | $44,329▲107% | $30,518▲13.8% | $431,923▲3.5% | $431,923▲3.5% | 990PF |
| 2016 | $21,409▲327% | $26,827▲6.4% | $417,478▲1.3% | $417,478▲1.3% | 990PF |
| 2015 | $5,019▼68.6% | $25,203▼19.0% | $412,322▼5.6% | $412,322▼5.6% | 990PF |
| 2014 | $15,978▼12.7% | $31,116▲5.9% | $436,903▼2.4% | $436,903▼2.4% | 990PF |
| 2013 | $18,302 | $29,385 | $447,718 | $447,718 | 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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Data for Annie W Buchanan Trust Uw 102984 Conn Bk & Tr Co Tr (EIN 06-6027441) 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.