James W Davis Tr Uw is a 501(c)(3) organization based in Dallas, Texas, registered in 1987, with $79,398 in FY2025 revenue. CharityIndex grades it C+.
Revenue (FY2025)
$79K
▲ 6.8% vs prior year
Expenses (FY2025)
$48K
Net assets
$728K
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 James W Davis Tr 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 James W Davis Tr Uw: 181 mo reserves · +39% 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 James W Davis Tr 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 James W Davis Tr Uw: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $51K (FY2018) to $79K (FY2025) across 8 reported years.
Financial snapshot
Operating margin
39.4%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$728K
Total liabilities
$0
Net assets
$728K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $79,398▲6.8% | $48,151▲10.2% | $727,918▲4.5% | $727,918▲4.5% | 990PF |
| 2024 | $74,349▲374% | $43,695▲10.3% | $696,475▲4.5% | $696,475▲4.5% | 990PF |
| 2023 | $15,692▲169% | $39,614▼32.1% | $666,509▼3.5% | $666,509▼3.5% | 990PF |
| 2022 | -$22,776▼115% | $58,314▲43.5% | $690,663▼10.5% | $690,663▼10.5% | 990PF |
| 2021 | $153,121▲250% | $40,644▲2.7% | $771,674▲17.2% | $771,674▲17.2% | 990PF |
| 2020 | $43,775▲9.2% | $39,591▼9.7% | $658,441▲0.6% | $658,441▲0.6% | 990PF |
| 2019 | $40,077▼20.9% | $43,842▼41.8% | $654,251▼1.2% | $654,251▼1.2% | 990PF |
| 2018 | $50,656 | $75,385 | $662,070 | $662,070 | 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 James W Davis Tr Uw (EIN 56-6038479) 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.