Daniel P Sherman 9th Trust is a 501(c)(92) organization based in Dallas, Texas, with $125,750 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$126K
▲ 247.1% vs prior year
Expenses (FY2024)
$86K
Net assets
$1.2M
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 Daniel P Sherman 9th 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 Daniel P Sherman 9th Trust: 169 mo reserves · +32% 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 Daniel P Sherman 9th 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 Daniel P Sherman 9th Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $150K (FY2014) to $126K (FY2024) across 11 reported years.
Financial snapshot
Operating margin
31.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.2M
Total liabilities
$0
Net assets
$1.2M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $125,750▲247% | $86,012▲27.9% | $1,210,701▲3.3% | $1,210,701▲3.3% | 990PF |
| 2023 | $36,231▲221% | $67,230▼31.4% | $1,172,242▼2.6% | $1,172,242▼2.6% | 990PF |
| 2022 | -$29,910▼111% | $97,993▲12.0% | $1,203,695▼9.6% | $1,203,695▼9.6% | 990PF |
| 2021 | $271,919▲195% | $87,532▲3.9% | $1,331,468▲16.2% | $1,331,468▲16.2% | 990PF |
| 2020 | $92,256▲31.2% | $84,223▲20.7% | $1,145,635▲0.7% | $1,145,635▲0.7% | 990PF |
| 2019 | $70,307▼25.8% | $69,807▼15.6% | $1,137,523▼0.9% | $1,137,523▼0.9% | 990PF |
| 2018 | $94,724▼0.9% | $82,705▲15.4% | $1,147,367▲1.2% | $1,147,367▲1.2% | 990PF |
| 2017 | $95,561▲2677% | $71,638▲7.9% | $1,133,630▲0.4% | $1,133,630▲0.4% | 990PF |
| 2016 | -$3,708▼107% | $66,422▼9.8% | $1,129,475▼6.3% | $1,129,475▼6.3% | 990PF |
| 2015 | $50,464▼66.5% | $73,608▼2.4% | $1,205,701▼2.3% | $1,205,701▼2.3% | 990PF |
| 2014 | $150,420 | $75,441 | $1,234,418 | $1,234,418 | 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 Daniel P Sherman 9th Trust (EIN 05-6019445) 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.