Louis J Surrette Trust V11036 Ud
501(c)(92)
Only null% goes to programs Strong reserves Declining revenue
Louis J Surrette Trust V11036 Ud is a 501(c)(92) organization based in Dallas, Texas, registered in 1972, with $68,401 in FY2024 revenue. CharityIndex grades it C+.
Po Box 653067, Dallas, TX, 75265 EIN 04-6225198 Since 1972
Revenue (FY2024)
$68K
▲ 257.6% vs prior year
Expenses (FY2024)
$41K
Net assets
$684K
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 Louis J Surrette Trust V11036 Ud— 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 rating202 mo reserves · +41% 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 Louis J Surrette Trust V11036 Ud: 202 mo reserves · +41% 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 Louis J Surrette Trust V11036 Ud— 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 Louis J Surrette Trust V11036 Ud: 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 $62K (FY2014) to $68K (FY2024) across 11 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $684K
Operating margin
40.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$684K
Total liabilities
$0
Net assets
$684K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $68,401▲258% | $40,634▲17.9% | $683,676▲4.1% | $683,676▲4.1% | 990PF |
| 2023 | $19,126▲203% | $34,474▼34.4% | $656,632▼2.3% | $656,632▼2.3% | 990PF |
| 2022 | -$18,620▼112% | $52,551▲12.2% | $672,226▼9.6% | $672,226▼9.6% | 990PF |
| 2021 | $152,487▲166% | $46,836▲4.9% | $743,316▲17.5% | $743,316▲17.5% | 990PF |
| 2020 | $57,341▲46.8% | $44,646▲21.6% | $632,569▲1.7% | $632,569▲1.7% | 990PF |
| 2019 | $39,051▼29.5% | $36,710▼33.8% | $622,024▼0.7% | $622,024▼0.7% | 990PF |
| 2018 | $55,371▼5.6% | $55,470▲72.6% | $626,549▲0.7% | $626,549▲0.7% | 990PF |
| 2017 | $58,651▲2472% | $32,139▲1.7% | $622,074▲2.6% | $622,074▲2.6% | 990PF |
| 2016 | $2,280▼89.9% | $31,597▼21.2% | $606,383▼5.5% | $606,383▼5.5% | 990PF |
| 2015 | $22,481▼63.5% | $40,117▼3.5% | $641,842▼3.0% | $641,842▼3.0% | 990PF |
| 2014 | $61,632 | $41,586 | $661,718 | $661,718 | 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 Louis J Surrette Trust V11036 Ud a legitimate nonprofit?
- Yes. Louis J Surrette Trust V11036 Ud is a 501(c)(92) organization registered with the U.S. Internal Revenue Service under EIN 04-6225198, based in Dallas, Texas.
- What is Louis J Surrette Trust V11036 Ud's EIN?
- Louis J Surrette Trust V11036 Ud's Employer Identification Number (EIN) is 04-6225198.
- How much revenue does Louis J Surrette Trust V11036 Ud report?
- Louis J Surrette Trust V11036 Ud reported $68,401 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Louis J Surrette Trust V11036 Ud have?
- CharityIndex grades Louis J Surrette Trust V11036 Ud C+, based on financial health (reserves and operating margin).
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Data for Louis J Surrette Trust V11036 Ud (EIN 04-6225198) 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.