Mark M Fagen Jr Trust Uw is a 501(c)(3) organization based in Dallas, Texas, registered in 2018, with $161,160 in FY2025 revenue. CharityIndex grades it C+.
Revenue (FY2025)
$161K
▲ 10.1% vs prior year
Expenses (FY2025)
$101K
Net assets
$1.4M
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 Mark M Fagen Jr Trust Uw— 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 Mark M Fagen Jr Trust Uw: 172 mo reserves · +37% 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 Mark M Fagen Jr Trust Uw— 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 Mark M Fagen Jr Trust Uw: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $50K (FY2014) to $161K (FY2025) across 10 reported years.
Financial snapshot
Operating margin
37.4%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.4M
Total liabilities
$0
Net assets
$1.4M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $161,160▲10.1% | $100,926▲9.4% | $1,445,120▲4.4% | $1,445,120▲4.4% | 990PF |
| 2024 | $146,403▲206% | $92,238▲28.1% | $1,384,443▲4.0% | $1,384,443▲4.0% | 990PF |
| 2023 | $47,835▲218% | $72,016▼32.6% | $1,331,658▼1.8% | $1,331,658▼1.8% | 990PF |
| 2022 | -$40,629▼112% | $106,846▲15.2% | $1,356,463▼9.8% | $1,356,463▼9.8% | 990PF |
| 2021 | $325,696▲173% | $92,714▲6.7% | $1,503,871▲18.5% | $1,503,871▲18.5% | 990PF |
| 2020 | $119,170▼3.7% | $86,877▲11.2% | $1,269,408▲5.2% | $1,269,408▲5.2% | 990PF |
| 2017 | $123,713▲667% | $78,113▲6.5% | $1,206,341▲2.8% | $1,206,341▲2.8% | 990PF |
| 2016 | $16,124▼69.5% | $73,334▼6.6% | $1,173,459▼5.4% | $1,173,459▼5.4% | 990PF |
| 2015 | $52,845▲5.7% | $78,523▼5.6% | $1,240,327▼2.5% | $1,240,327▼2.5% | 990PF |
| 2014 | $50,005 | $83,169 | $1,272,244 | $1,272,244 | 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 Mark M Fagen Jr Trust Uw (EIN 22-6085981) 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.