J Wesley Graham Trust Uw is a 501(c)(3) organization based in Wdm, Iowa, registered in 1999, with $9,338,232 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$9.3M
▲ 942.1% vs prior year
Human Services median: $293K
Expenses (FY2024)
$1.9M
Net assets
$13.1M
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 J Wesley Graham Trust Uw— 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 J Wesley Graham Trust Uw: 84 mo reserves · +80% 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 J Wesley Graham Trust Uw— 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 J Wesley Graham Trust Uw: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $1000K (FY2014) to $9.3M (FY2024) across 11 reported years.
Financial snapshot
Operating margin
80.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$13.1M
Total liabilities
$0
Net assets
$13.1M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $9,338,232▲942% | $1,870,909▼1.7% | $13,128,603▲77.2% | $13,128,603▲77.2% | 990PF |
| 2023 | $896,119▲24.9% | $1,902,582▲54.2% | $7,408,309▼12.0% | $7,408,309▼12.0% | 990PF |
| 2022 | $717,693▲7.7% | $1,233,705▲110% | $8,418,682▲0.5% | $8,418,682▲0.5% | 990PF |
| 2021 | $666,573▼30.9% | $587,039▼52.5% | $8,375,315▲45.0% | $8,375,315▲45.0% | 990PF |
| 2020 | $964,673▲49.9% | $1,235,783▼4.3% | $5,774,656▲6.9% | $5,774,656▲6.9% | 990PF |
| 2019 | $643,702▼6.4% | $1,291,606▼0.8% | $5,402,023▼10.7% | $5,402,023▼10.7% | 990PF |
| 2018 | $687,520▼8.2% | $1,302,393▲10.0% | $6,049,927▼9.0% | $6,049,927▼9.0% | 990PF |
| 2017 | $748,573▼60.1% | $1,183,856▲7.1% | $6,650,369▼5.3% | $6,650,369▼5.3% | 990PF |
| 2016 | $1,874,287▲14.5% | $1,105,196▲4.6% | $7,020,870▲12.0% | $7,020,870▲12.0% | 990PF |
| 2015 | $1,636,618▲63.7% | $1,056,608▼12.6% | $6,268,470▲10.2% | $6,268,470▲10.2% | 990PF |
| 2014 | $999,819 | $1,208,433 | $5,687,997 | $5,687,997 | 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 J Wesley Graham Trust Uw (EIN 42-6315781) 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.