Charles A Morgan Tr Uw is a 501(c)(3) organization based in Dallas, Texas, registered in 1974, with $455,697 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$456K
▲ 159.5% vs prior year
Expenses (FY2024)
$269K
Net assets
$4.5M
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 Morgan Tr Uw— 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 Morgan Tr Uw: 203 mo reserves · +41% 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 Morgan Tr Uw— 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 Morgan Tr Uw: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $238K (FY2013) to $456K (FY2024) across 10 reported years.
Financial snapshot
Operating margin
41.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$4.5M
Total liabilities
$0
Net assets
$4.5M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $455,697▲160% | $268,997▲2.1% | $4,546,978▲4.3% | $4,546,978▲4.3% | 990PF |
| 2023 | $175,599▲1177% | $263,515▼5.1% | $4,357,462▲1.2% | $4,357,462▲1.2% | 990PF |
| 2022 | -$16,306▼102% | $277,782▲9.1% | $4,307,627▼4.3% | $4,307,627▼4.3% | 990PF |
| 2021 | $864,855▲178% | $254,575▲2.0% | $4,501,122▼2.2% | $4,501,122▼2.2% | 990PF |
| 2020 | $311,424▼8.9% | $249,595▲9.1% | $4,603,014▲15.3% | $4,603,014▲15.3% | 990PF |
| 2019 | $341,692▲42.5% | $228,748▼1.9% | $3,993,768▲2.6% | $3,993,768▲2.6% | 990PF |
| 2018 | $239,735▼37.8% | $233,259▲1.5% | $3,894,368▼1.1% | $3,894,368▼1.1% | 990PF |
| 2017 | $385,569▲580% | $229,771▲0.8% | $3,937,489▲7.7% | $3,937,489▲7.7% | 990PF |
| 2015 | $56,715▼76.2% | $228,060▲0.7% | $3,654,327▼0.8% | $3,654,327▼0.8% | 990PF |
| 2013 | $237,859 | $226,493 | $3,682,539 | $3,682,539 | 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 Morgan Tr Uw (EIN 16-6375400) 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.