Bertha L & Robert M Whitson Memorial Trust
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Declining revenue
Bertha L & Robert M Whitson Memorial Trust is a 501(c)(3) organization based in Dallas, Texas, registered in 1973, with $42,053 in FY2024 revenue. CharityIndex grades it C+.
Po Box 653067, Dallas, TX, 75265 EIN 36-6423350 Since 1973
Revenue (FY2024)
$42K
▲ 146.4% vs prior year
Expenses (FY2024)
$29K
Net assets
$423K
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 Bertha L & Robert M Whitson Memorial 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 rating174 mo reserves · +31% 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 Bertha L & Robert M Whitson Memorial Trust: 174 mo reserves · +31% 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 Bertha L & Robert M Whitson Memorial 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 Bertha L & Robert M Whitson Memorial Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
Financial trends
Revenue grew from $7,350 (FY2013) to $42K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $423K
Operating margin
30.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$423K
Total liabilities
$0
Net assets
$423K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $42,053▲146% | $29,203▲2.5% | $422,546▲2.2% | $422,546▲2.2% | 990PF |
| 2023 | $17,068▲284% | $28,481▼18.4% | $413,436▼1.3% | $413,436▼1.3% | 990PF |
| 2022 | -$9,284▼110% | $34,924▲14.9% | $418,761▼9.1% | $418,761▼9.1% | 990PF |
| 2021 | $92,239▲146% | $30,393▼30.1% | $460,709▲2.9% | $460,709▲2.9% | 990PF |
| 2020 | $37,474▲25.6% | $43,506▲147% | $447,530▲12.0% | $447,530▲12.0% | 990PF |
| 2019 | $29,833▲24.3% | $17,636▼20.3% | $399,616▲0.2% | $399,616▲0.2% | 990PF |
| 2018 | $23,996▼39.4% | $22,118▼16.5% | $398,628▼1.2% | $398,628▼1.2% | 990PF |
| 2017 | $39,585▲135% | $26,494▲20.4% | $403,319▲3.8% | $403,319▲3.8% | 990PF |
| 2016 | $16,848▲423% | $22,003▼9.1% | $388,698▲0.1% | $388,698▲0.1% | 990PF |
| 2015 | $3,220▼80.1% | $24,205▲2.8% | $388,484▼5.4% | $388,484▼5.4% | 990PF |
| 2014 | $16,168▲120% | $23,542▲5.5% | $410,604▼0.6% | $410,604▼0.6% | 990PF |
| 2013 | $7,350 | $22,316 | $412,967 | $412,967 | 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.
Frequently asked questions
- Is Bertha L & Robert M Whitson Memorial Trust a legitimate nonprofit?
- Yes. Bertha L & Robert M Whitson Memorial Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 36-6423350, based in Dallas, Texas. Donations are tax-deductible.
- What is Bertha L & Robert M Whitson Memorial Trust's EIN?
- Bertha L & Robert M Whitson Memorial Trust's Employer Identification Number (EIN) is 36-6423350.
- How much revenue does Bertha L & Robert M Whitson Memorial Trust report?
- Bertha L & Robert M Whitson Memorial Trust reported $42,053 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Bertha L & Robert M Whitson Memorial Trust have?
- CharityIndex grades Bertha L & Robert M Whitson Memorial Trust C+, based on financial health (reserves and operating margin).
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Data for Bertha L & Robert M Whitson Memorial Trust (EIN 36-6423350) 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.