James E Ward Trust Uw
Only null% goes to programs Strong reserves Declining revenue
James E Ward Trust Uw is a 501(c)(3) organization based in Dallas, Texas, registered in 2012, with $213,603 in FY2024 revenue. CharityIndex grades it C+.
Po Box 653067, Dallas, TX, 75265 EIN 22-2589381 Since 2012
Revenue (FY2024)
$214K
▲ 231.2% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$138K
Net assets
$1.8M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
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 James E Ward 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 →
B+Financial health25% of the rating160 mo reserves · +36% margin
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 James E Ward Trust Uw: 160 mo reserves · +36% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
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 James E Ward 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 →
DTransparency10% of the rating1 of 5 disclosure signals
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 James E Ward Trust Uw: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- Po Box 653067, Dallas, TX, 75265
- City
- Dallas
- State
- Texas
- Subcategory
- Private Foundations
Financial trends
Revenue declined from $221K (FY2013) to $214K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $1.8M
Operating margin
35.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.8M
Total liabilities
$0
Net assets
$1.8M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $213,603▲231% | $137,542▲21.6% | $1,836,481▲3.1% | $1,836,481▲3.1% | 990PF |
| 2023 | $64,485▲610% | $113,082▲13.7% | $1,781,115▲1.5% | $1,781,115▲1.5% | 990PF |
| 2022 | -$12,654▼104% | $99,457▼31.4% | $1,755,130▼3.0% | $1,755,130▼3.0% | 990PF |
| 2021 | $342,520▲179% | $144,968▲24.7% | $1,808,627▼6.5% | $1,808,627▼6.5% | 990PF |
| 2020 | $122,960▼12.0% | $116,286▲9.3% | $1,934,062▲14.4% | $1,934,062▲14.4% | 990PF |
| 2019 | $139,712▲47.5% | $106,366▲0.5% | $1,690,795▲1.6% | $1,690,795▲1.6% | 990PF |
| 2018 | $94,716▼39.8% | $105,818▼14.4% | $1,663,541▼1.8% | $1,663,541▼1.8% | 990PF |
| 2017 | $157,236▲98.2% | $123,598▲44.0% | $1,694,507▲1.9% | $1,694,507▲1.9% | 990PF |
| 2016 | $79,327▲273441% | $85,813▼14.5% | $1,663,292▲2.0% | $1,663,292▲2.0% | 990PF |
| 2015 | $29▼99.9% | $100,390▼7.6% | $1,631,473▼5.9% | $1,631,473▼5.9% | 990PF |
| 2014 | $55,173▼75.0% | $108,590▲3.3% | $1,734,544▼2.4% | $1,734,544▼2.4% | 990PF |
| 2013 | $220,529 | $105,125 | $1,776,874 | $1,776,874 | 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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Frequently asked questions
- Is James E Ward Trust Uw a legitimate nonprofit?
- Yes. James E Ward Trust Uw is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 22-2589381, based in Dallas, Texas. Donations are tax-deductible.
- What is James E Ward Trust Uw's EIN?
- James E Ward Trust Uw's Employer Identification Number (EIN) is 22-2589381.
- How much revenue does James E Ward Trust Uw report?
- James E Ward Trust Uw reported $213,603 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does James E Ward Trust Uw have?
- CharityIndex grades James E Ward Trust Uw C+, based on financial health (reserves and operating margin).
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Data for James E Ward Trust Uw (EIN 22-2589381) 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.