Lou H Willeke Trust is a 501(c)(3) organization based in Dallas, Texas, registered in 1993, with $286,291 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$286K
▲ 224.3% vs prior year
Expenses (FY2024)
$186K
Net assets
$2.8M
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 Lou H Willeke 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 Lou H Willeke Trust: 178 mo reserves · +35% 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 Lou H Willeke 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 Lou H Willeke Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $56K (FY2016) to $286K (FY2024) across 8 reported years.
Financial snapshot
Operating margin
35.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.8M
Total liabilities
$0
Net assets
$2.8M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $286,291▲224% | $185,984▲30.8% | $2,751,531▲3.7% | $2,751,531▲3.7% | 990PF |
| 2023 | $88,277▲236% | $142,145▼28.8% | $2,654,147▼2.0% | $2,654,147▼2.0% | 990PF |
| 2022 | -$64,878▼110% | $199,745▲1.3% | $2,708,988▼8.9% | $2,708,988▼8.9% | 990PF |
| 2021 | $624,817▲208% | $197,210▲10.8% | $2,973,284▲16.9% | $2,973,284▲16.9% | 990PF |
| 2020 | $203,172▲40.5% | $177,932▲21.1% | $2,542,382▲1.0% | $2,542,382▲1.0% | 990PF |
| 2019 | $144,605▼37.7% | $146,965▼17.3% | $2,517,864▼0.5% | $2,517,864▼0.5% | 990PF |
| 2018 | $231,926▲311% | $177,741▲20.3% | $2,531,638▲5.4% | $2,531,638▲5.4% | 990PF |
| 2016 | $56,412 | $147,738 | $2,400,801 | $2,400,801 | 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 Lou H Willeke Trust (EIN 04-6607624) 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.