Lucy A Cooledge Tr 4004090070 is a 501(c)(3) organization based in Dallas, Texas, registered in 1997, with $233,690 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$234K
▲ 192.0% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$125K
Net assets
$2.1M
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 Lucy A Cooledge Tr 4004090070— 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 Lucy A Cooledge Tr 4004090070: 200 mo reserves · +47% 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 Lucy A Cooledge Tr 4004090070— 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 Lucy A Cooledge Tr 4004090070: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $160K (FY2019) to $234K (FY2024) across 6 reported years.
Financial snapshot
Operating margin
46.7%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.1M
Total liabilities
$0
Net assets
$2.1M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $233,690▲192% | $124,636▼2.3% | $2,075,597▲4.3% | $2,075,597▲4.3% | 990PF |
| 2023 | $80,037▲878% | $127,589▲12.6% | $1,990,347▲1.9% | $1,990,347▲1.9% | 990PF |
| 2022 | -$10,287▼103% | $113,344▼31.0% | $1,953,045▼2.9% | $1,953,045▼2.9% | 990PF |
| 2021 | $392,112▲169% | $164,359▲28.9% | $2,012,171▼6.4% | $2,012,171▼6.4% | 990PF |
| 2020 | $145,649▼9.3% | $127,526▲4.7% | $2,148,737▲15.4% | $2,148,737▲15.4% | 990PF |
| 2019 | $160,495 | $121,829 | $1,862,597 | $1,862,597 | 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 Lucy A Cooledge Tr 4004090070 (EIN 04-3360241) 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.