John W & Effie E Speas Memorial Trust is a 501(c)(3) organization based in Dallas, Texas, registered in 1946, with $3,260,799 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$3.3M
▲ 99.1% vs prior year
Expenses (FY2024)
$2.5M
Net assets
$35.4M
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 John W & Effie E Speas Memorial Trust— 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 John W & Effie E Speas Memorial Trust: 172 mo reserves · +24% 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 John W & Effie E Speas Memorial Trust— 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 John W & Effie E Speas Memorial Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $2.3M (FY2015) to $3.3M (FY2024) across 10 reported years.
Financial snapshot
Operating margin
24.2%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$35.4M
Total liabilities
$0
Net assets
$35.4M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $3,260,799▲99.1% | $2,471,350▲1.5% | $35,444,627▲2.4% | $35,444,627▲2.4% | 990PF |
| 2023 | $1,637,443▲101% | $2,434,017▼4.3% | $34,606,389▼2.2% | $34,606,389▼2.2% | 990PF |
| 2022 | $815,411▼83.5% | $2,542,968▲8.1% | $35,384,851▼5.0% | $35,384,851▼5.0% | 990PF |
| 2021 | $4,953,329▲109% | $2,351,527▲5.8% | $37,248,013▲7.6% | $37,248,013▲7.6% | 990PF |
| 2020 | $2,364,858▲14.1% | $2,221,966▼4.7% | $34,615,711▲0.5% | $34,615,711▲0.5% | 990PF |
| 2019 | $2,073,010▼25.6% | $2,332,455▲6.5% | $34,459,151▼0.9% | $34,459,151▼0.9% | 990PF |
| 2018 | $2,785,358▼36.8% | $2,189,981▲2.6% | $34,766,692▲1.8% | $34,766,692▲1.8% | 990PF |
| 2017 | $4,409,279▲179% | $2,134,004▲2.5% | $34,150,588▲6.9% | $34,150,588▲6.9% | 990PF |
| 2016 | $1,581,664▼32.7% | $2,081,907▼7.1% | $31,957,898▼4.2% | $31,957,898▼4.2% | 990PF |
| 2015 | $2,348,713 | $2,241,321 | $33,374,103 | $33,374,103 | 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 John W & Effie E Speas Memorial Trust (EIN 44-6008249) 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.