Charles W Holtzer Fund 3 100-1019282 is a 501(c)(92) organization based in Dallas, Texas, registered in 1976, with $604,704 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$605K
▲ 1167.4% vs prior year
Expenses (FY2024)
$308K
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 W Holtzer Fund 3 100-1019282— 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 W Holtzer Fund 3 100-1019282: 175 mo reserves · +49% 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 W Holtzer Fund 3 100-1019282— 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 W Holtzer Fund 3 100-1019282: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $1.1M (FY2013) to $605K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
49.1%
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 | $604,704▲1167% | $308,038▲22.0% | $4,504,130▲2.4% | $4,504,130▲2.4% | 990PF |
| 2023 | $47,711▼48.0% | $252,388▲16.1% | $4,399,650▲4.8% | $4,399,650▲4.8% | 990PF |
| 2022 | $91,666▼91.3% | $217,371▼26.7% | $4,198,982▼4.4% | $4,198,982▼4.4% | 990PF |
| 2021 | $1,051,277▲1195% | $296,520▲23.3% | $4,390,270▼1.2% | $4,390,270▼1.2% | 990PF |
| 2020 | $81,157▼35.5% | $240,521▲10.5% | $4,441,971▲20.4% | $4,441,971▲20.4% | 990PF |
| 2019 | $125,733▼5.5% | $217,673▼10.9% | $3,689,301▼4.8% | $3,689,301▼4.8% | 990PF |
| 2018 | $133,025▼74.9% | $244,413▲5.9% | $3,876,867▼2.3% | $3,876,867▼2.3% | 990PF |
| 2017 | $529,635▲177% | $230,858▲4.5% | $3,967,552▲7.1% | $3,967,552▲7.1% | 990PF |
| 2016 | $190,943▲461% | $220,893▲4.0% | $3,705,123▼0.7% | $3,705,123▼0.7% | 990PF |
| 2015 | -$52,868▼195% | $212,300▼22.3% | $3,731,855▼7.1% | $3,731,855▼7.1% | 990PF |
| 2014 | $55,860▼94.7% | $273,059▲11.0% | $4,018,213▼3.5% | $4,018,213▼3.5% | 990PF |
| 2013 | $1,062,315 | $246,069 | $4,163,703 | $4,163,703 | 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 W Holtzer Fund 3 100-1019282 (EIN 04-6008252) 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.