Lorena Marhaver Trust Up5 20-213300
501(c)(92)
Only null% goes to programs Strong reserves
Lorena Marhaver Trust Up5 20-213300 is a 501(c)(92) organization based in Dallas, Texas, with $14,328 in FY2025 revenue. CharityIndex grades it C+.
Po Box 653067, Dallas, TX, 75265 EIN 16-6199387
Revenue (FY2025)
$14K
▲ 5.6% vs prior year
Expenses (FY2025)
$8,142
Net assets
$129K
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 Lorena Marhaver Trust Up5 20-213300— 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 rating190 mo reserves · +43% 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 Lorena Marhaver Trust Up5 20-213300: 190 mo reserves · +43% 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 Lorena Marhaver Trust Up5 20-213300— 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 Lorena Marhaver Trust Up5 20-213300: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
Financial trends
Revenue grew from $8,917 (FY2020) to $14K (FY2025) across 6 reported years.
Financial snapshot
Financial health & position (FY2025)
Liabilities $0Net assets $129K
Operating margin
43.2%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$129K
Total liabilities
$0
Net assets
$129K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $14,328▲5.6% | $8,142▲9.4% | $129,070▲5.1% | $129,070▲5.1% | 990PF |
| 2024 | $13,568▲317% | $7,440▲4.2% | $122,848▲5.2% | $122,848▲5.2% | 990PF |
| 2023 | $3,255▲200% | $7,141▼19.2% | $116,830▼3.3% | $116,830▼3.3% | 990PF |
| 2022 | -$3,256▼112% | $8,835▲19.8% | $120,775▼9.1% | $120,775▼9.1% | 990PF |
| 2021 | $27,099▲204% | $7,373▲19.7% | $132,869▲18.0% | $132,869▲18.0% | 990PF |
| 2020 | $8,917 | $6,159 | $112,583 | $112,583 | 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.
Frequently asked questions
- Is Lorena Marhaver Trust Up5 20-213300 a legitimate nonprofit?
- Yes. Lorena Marhaver Trust Up5 20-213300 is a 501(c)(92) organization registered with the U.S. Internal Revenue Service under EIN 16-6199387, based in Dallas, Texas.
- What is Lorena Marhaver Trust Up5 20-213300's EIN?
- Lorena Marhaver Trust Up5 20-213300's Employer Identification Number (EIN) is 16-6199387.
- How much revenue does Lorena Marhaver Trust Up5 20-213300 report?
- Lorena Marhaver Trust Up5 20-213300 reported $14,328 in total revenue on its fiscal year 2025 IRS Form 990 filing.
- What financial grade does Lorena Marhaver Trust Up5 20-213300 have?
- CharityIndex grades Lorena Marhaver Trust Up5 20-213300 C+, based on financial health (reserves and operating margin).
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Data for Lorena Marhaver Trust Up5 20-213300 (EIN 16-6199387) 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.