Ellery W Carpenter Charitable Remainder Unitrust is a 501(c)(3) organization based in Dallas, Texas, registered in 1992, with $93,643 in FY2023 revenue. CharityIndex grades it F.
Revenue (FY2023)
$94K
▲ 713.3% vs prior year
Expenses (FY2023)
$183K
Net assets
$2.5M
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 Ellery W Carpenter Charitable Remainder Unitrust— 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 Ellery W Carpenter Charitable Remainder Unitrust: 165 mo reserves · -96% 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 Ellery W Carpenter Charitable Remainder Unitrust— 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 Ellery W Carpenter Charitable Remainder Unitrust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $24K (FY2015) to $94K (FY2023) across 9 reported years.
Financial snapshot
Operating margin
-95.7%
Spent more than it raised in the latest fiscal year.
Total assets
$2.5M
Total liabilities
$0
Net assets
$2.5M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $93,643▲713% | $183,237▼4.2% | $2,522,157▼0.5% | $2,522,157▼0.5% | 990PF |
| 2022 | -$15,268▼103% | $191,174▼10.9% | $2,535,701▼5.9% | $2,535,701▼5.9% | 990PF |
| 2021 | $546,025▲164% | $214,622▲15.4% | $2,694,853▼3.1% | $2,694,853▼3.1% | 990PF |
| 2020 | $207,067▲10.4% | $185,974▲7.5% | $2,780,698▲16.6% | $2,780,698▲16.6% | 990PF |
| 2019 | $187,514▲10.8% | $172,959▼6.0% | $2,384,702▼1.5% | $2,384,702▼1.5% | 990PF |
| 2018 | $169,263▼35.7% | $184,092▲3.5% | $2,420,554▼1.9% | $2,420,554▼1.9% | 990PF |
| 2017 | $263,202▲80.4% | $177,855▲7.4% | $2,466,659▲3.8% | $2,466,659▲3.8% | 990PF |
| 2016 | $145,921▲519% | $165,616▼2.6% | $2,377,037▲1.4% | $2,377,037▲1.4% | 990PF |
| 2015 | $23,560 | $170,024 | $2,344,045 | $2,344,045 | 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 Ellery W Carpenter Charitable Remainder Unitrust (EIN 05-6083666) 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.