Bertha Z Ellis Trust
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Declining revenue
Bertha Z Ellis Trust is a 501(c)(3) organization based in Dallas, Texas, registered in 1983, with $44,551 in FY2024 revenue. CharityIndex grades it C+.
Po Box 653067, Dallas, TX, 75265 EIN 75-6296558 Since 1983
Revenue (FY2024)
$45K
▲ 131.5% vs prior year
Expenses (FY2024)
$32K
Net assets
$472K
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 Z Ellis 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 rating179 mo reserves · +29% 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 Z Ellis Trust: 179 mo reserves · +29% 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 Z Ellis 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 Z Ellis 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 $18K (FY2016) to $45K (FY2024) across 9 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $472K
Operating margin
28.8%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$472K
Total liabilities
$0
Net assets
$472K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $44,551▲131% | $31,701▼11.3% | $471,701▲3.1% | $471,701▲3.1% | 990PF |
| 2023 | $19,246▲242% | $35,726▼17.7% | $457,467▼3.0% | $457,467▼3.0% | 990PF |
| 2022 | -$13,599▼113% | $43,415▲79.2% | $471,572▼10.7% | $471,572▼10.7% | 990PF |
| 2021 | $103,051▲178% | $24,223▼18.9% | $527,833▲6.2% | $527,833▲6.2% | 990PF |
| 2020 | $37,102▼0.4% | $29,867▼21.4% | $497,069▲14.1% | $497,069▲14.1% | 990PF |
| 2019 | $37,234▲58.6% | $37,989▲17.7% | $435,765▼0.7% | $435,765▼0.7% | 990PF |
| 2018 | $23,473▼46.9% | $32,279▲26.1% | $438,680▼3.2% | $438,680▼3.2% | 990PF |
| 2017 | $44,242▲149% | $25,600▲0.3% | $453,071▲4.1% | $453,071▲4.1% | 990PF |
| 2016 | $17,756 | $25,523 | $435,173 | $435,173 | 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 Z Ellis Trust a legitimate nonprofit?
- Yes. Bertha Z Ellis Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 75-6296558, based in Dallas, Texas. Donations are tax-deductible.
- What is Bertha Z Ellis Trust's EIN?
- Bertha Z Ellis Trust's Employer Identification Number (EIN) is 75-6296558.
- How much revenue does Bertha Z Ellis Trust report?
- Bertha Z Ellis Trust reported $44,551 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Bertha Z Ellis Trust have?
- CharityIndex grades Bertha Z Ellis Trust C+, based on financial health (reserves and operating margin).
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Data for Bertha Z Ellis Trust (EIN 75-6296558) 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.