Charles A Capen Tr U/w is a 501(c)(92) organization based in Dallas, Texas, registered in 1970, with $25,044 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$25K
▲ 237.0% vs prior year
Expenses (FY2024)
$18K
Net assets
$227K
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 Charles A Capen Tr U/w— 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 Charles A Capen Tr U/w: 149 mo reserves · +27% 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 Charles A Capen Tr U/w— 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 Charles A Capen Tr U/w: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $7,582 (FY2014) to $25K (FY2024) across 10 reported years.
Financial snapshot
Operating margin
27.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$227K
Total liabilities
$0
Net assets
$227K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $25,044▲237% | $18,277▲35.5% | $226,982▲3.0% | $226,982▲3.0% | 990PF |
| 2023 | $7,432▲217% | $13,484▼23.8% | $220,456▼2.7% | $220,456▼2.7% | 990PF |
| 2022 | -$6,359▼112% | $17,702▼2.1% | $226,594▼9.6% | $226,594▼9.6% | 990PF |
| 2021 | $53,792▲182% | $18,089▲22.4% | $250,652▲16.8% | $250,652▲16.8% | 990PF |
| 2020 | $19,048▲31.7% | $14,777▲19.2% | $214,664▲2.0% | $214,664▲2.0% | 990PF |
| 2019 | $14,461▼35.1% | $12,397▼2.3% | $210,406▲1.1% | $210,406▲1.1% | 990PF |
| 2017 | $22,288▲709% | $12,685▼4.2% | $208,044▲2.9% | $208,044▲2.9% | 990PF |
| 2016 | $2,756▼69.0% | $13,241▼11.9% | $202,165▼5.6% | $202,165▼5.6% | 990PF |
| 2015 | $8,885▲17.2% | $15,027▲9.6% | $214,131▼3.1% | $214,131▼3.1% | 990PF |
| 2014 | $7,582 | $13,713 | $220,965 | $220,965 | 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 Charles A Capen Tr U/w (EIN 06-6074400) 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.