Dorothy L Morgan Charitable Remainder Tr is a 501(c)(3) organization based in Dallas, Texas, registered in 2001, with $245,362 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$245K
▲ 168.5% vs prior year
Expenses (FY2024)
$226K
Net assets
$3.5M
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 Dorothy L Morgan Charitable Remainder Tr— 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 Dorothy L Morgan Charitable Remainder Tr: 184 mo reserves · +8% 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 Dorothy L Morgan Charitable Remainder Tr— 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 Dorothy L Morgan Charitable Remainder Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $84K (FY2014) to $245K (FY2024) across 7 reported years.
Financial snapshot
Operating margin
8.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$3.5M
Total liabilities
$0
Net assets
$3.5M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $245,362▲169% | $225,687▲13.8% | $3,458,827▲0.6% | $3,458,827▲0.6% | 990PF |
| 2023 | $91,372▲265% | $198,314▼24.4% | $3,438,347▼3.0% | $3,438,347▼3.0% | 990PF |
| 2022 | -$55,475▼111% | $262,178▲15.0% | $3,545,664▼8.3% | $3,545,664▼8.3% | 990PF |
| 2021 | $499,855▲102% | $228,003▲3.4% | $3,867,897▲6.8% | $3,867,897▲6.8% | 990PF |
| 2020 | $248,051▲720% | $220,424▲5.0% | $3,621,961▲0.3% | $3,621,961▲0.3% | 990PF |
| 2015 | $30,246▼64.1% | $209,904▼3.3% | $3,612,905▼4.1% | $3,612,905▼4.1% | 990PF |
| 2014 | $84,139 | $217,157 | $3,768,581 | $3,768,581 | 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 Dorothy L Morgan Charitable Remainder Tr (EIN 06-6297473) 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.