Houston & Zona Willis Tua Fdn Tr is a 501(c)(3) organization based in Dallas, Texas, registered in 2014, with $97,325 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$97K
▲ 229.4% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$65K
Net assets
$948K
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 Houston & Zona Willis Tua Fdn 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 Houston & Zona Willis Tua Fdn Tr: 174 mo reserves · +33% 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 Houston & Zona Willis Tua Fdn 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 Houston & Zona Willis Tua Fdn Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $29K (FY2014) to $97K (FY2024) across 10 reported years.
Financial snapshot
Operating margin
32.8%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$948K
Total liabilities
$0
Net assets
$948K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $97,325▲229% | $65,446▲30.1% | $947,892▲3.4% | $947,892▲3.4% | 990PF |
| 2023 | $29,549▲229% | $50,298▼31.9% | $917,009▼2.2% | $917,009▼2.2% | 990PF |
| 2022 | -$22,939▼111% | $73,849▲12.0% | $938,087▼9.3% | $938,087▼9.3% | 990PF |
| 2021 | $213,628▲168% | $65,929▼5.8% | $1,034,776▲17.8% | $1,034,776▲17.8% | 990PF |
| 2020 | $79,782▲39.3% | $69,963▲53.0% | $878,343▲0.7% | $878,343▲0.7% | 990PF |
| 2019 | $57,274▼32.0% | $45,734▼12.9% | $872,625▲2.0% | $872,625▲2.0% | 990PF |
| 2017 | $84,253▲785% | $52,486▲1.4% | $855,105▲2.1% | $855,105▲2.1% | 990PF |
| 2016 | $9,522▼72.0% | $51,775▲1.3% | $837,880▼5.4% | $837,880▼5.4% | 990PF |
| 2015 | $33,988▲16.4% | $51,105▼22.6% | $885,396▼1.9% | $885,396▼1.9% | 990PF |
| 2014 | $29,207 | $65,998 | $902,209 | $902,209 | 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 Houston & Zona Willis Tua Fdn Tr (EIN 59-7243663) 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.