Clara L D Jeffery Uw Charitable Residuary Trust is a 501(c)(92) organization based in Dallas, Texas, registered in 1970, with $451,413 in FY2024 revenue. CharityIndex grades it F.
Revenue (FY2024)
$451K
▼ 55.9% vs prior year
Expenses (FY2024)
$822K
Net assets
$9.1M
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 Clara L D Jeffery Uw Charitable Residuary Trust— 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 Clara L D Jeffery Uw Charitable Residuary Trust: 133 mo reserves · -82% margin earns a F 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 Clara L D Jeffery Uw Charitable Residuary Trust— 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 Clara L D Jeffery Uw Charitable Residuary Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $440K (FY2018) to $451K (FY2024) across 7 reported years.
Financial snapshot
Operating margin
-82.1%
Spent more than it raised in the latest fiscal year.
Total assets
$9.1M
Total liabilities
$0
Net assets
$9.1M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $451,413▼55.9% | $822,184▲15.3% | $9,096,435▼3.9% | $9,096,435▼3.9% | 990PF |
| 2023 | $1,023,162▼17.4% | $712,809▼4.5% | $9,463,279▲3.3% | $9,463,279▲3.3% | 990PF |
| 2022 | $1,238,523▼66.2% | $746,290▼0.3% | $9,162,711▲5.5% | $9,162,711▲5.5% | 990PF |
| 2021 | $3,668,982▲402% | $748,333▲22.4% | $8,683,941▲50.6% | $8,683,941▲50.6% | 990PF |
| 2020 | $730,698▲17.2% | $611,377▲14.7% | $5,764,723▲2.1% | $5,764,723▲2.1% | 990PF |
| 2019 | $623,720▲41.7% | $533,078▼28.3% | $5,648,014▲1.6% | $5,648,014▲1.6% | 990PF |
| 2018 | $440,095 | $743,250 | $5,557,016 | $5,557,016 | 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 Clara L D Jeffery Uw Charitable Residuary Trust (EIN 22-6138410) 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.