James P Shea and Mary E Shea Perpetual Trust
Only null% goes to programs Strong reserves
James P Shea and Mary E Shea Perpetual Trust is a 501(c)(3) organization based in Dallas, Texas, registered in 1996, with $474,159 in FY2025 revenue. CharityIndex grades it C+.
Po Box 653067, Dallas, TX, 75265 EIN 06-6029604 Since 1996
Revenue (FY2025)
$474K
▲ 11.1% vs prior year
Philanthropy median: $168K
Expenses (FY2025)
$238K
Net assets
$4.6M
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 P Shea and Mary E Shea Perpetual Trust— 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 rating234 mo reserves · +50% 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 P Shea and Mary E Shea Perpetual Trust: 234 mo reserves · +50% 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 P Shea and Mary E Shea Perpetual Trust— 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 P Shea and Mary E Shea Perpetual Trust: 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 grew from $339K (FY2018) to $474K (FY2025) across 8 reported years.
Financial snapshot
Financial health & position (FY2025)
Liabilities $0Net assets $4.6M
Operating margin
49.9%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$4.6M
Total liabilities
$0
Net assets
$4.6M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $474,159▲11.1% | $237,584▲5.2% | $4,628,066▲5.4% | $4,628,066▲5.4% | 990PF |
| 2024 | $426,759▲203% | $225,763▼12.3% | $4,390,465▲4.7% | $4,390,465▲4.7% | 990PF |
| 2023 | $141,053▲212% | $257,360▲8.2% | $4,194,025▼2.7% | $4,194,025▼2.7% | 990PF |
| 2022 | -$126,428▼113% | $237,823▲3.3% | $4,311,851▼7.8% | $4,311,851▼7.8% | 990PF |
| 2021 | $945,129▲184% | $230,208▲3.5% | $4,675,780▲20.6% | $4,675,780▲20.6% | 990PF |
| 2020 | $333,166▲34.3% | $222,422▼3.6% | $3,875,609▲0.9% | $3,875,609▲0.9% | 990PF |
| 2019 | $248,022▼26.9% | $230,646▲2.6% | $3,842,202▼0.5% | $3,842,202▼0.5% | 990PF |
| 2018 | $339,292 | $224,710 | $3,862,043 | $3,862,043 | 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 P Shea and Mary E Shea Perpetual Trust a legitimate nonprofit?
- Yes. James P Shea and Mary E Shea Perpetual Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 06-6029604, based in Dallas, Texas. Donations are tax-deductible.
- What is James P Shea and Mary E Shea Perpetual Trust's EIN?
- James P Shea and Mary E Shea Perpetual Trust's Employer Identification Number (EIN) is 06-6029604.
- How much revenue does James P Shea and Mary E Shea Perpetual Trust report?
- James P Shea and Mary E Shea Perpetual Trust reported $474,159 in total revenue on its fiscal year 2025 IRS Form 990 filing.
- What financial grade does James P Shea and Mary E Shea Perpetual Trust have?
- CharityIndex grades James P Shea and Mary E Shea Perpetual Trust C+, based on financial health (reserves and operating margin).
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Data for James P Shea and Mary E Shea Perpetual Trust (EIN 06-6029604) 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.