Mortimer P Howard Tr U W Fleet Bank of Massachusetts
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves
Mortimer P Howard Tr U W Fleet Bank of Massachusetts is a 501(c)(3) organization based in Dallas, Texas, registered in 1993, with $21,563 in FY2025 revenue. CharityIndex grades it C+.
Po Box 653067, Dallas, TX, 75265 EIN 04-6385719 Since 1993
Revenue (FY2025)
$22K
▲ 8.1% vs prior year
Expenses (FY2025)
$13K
Net assets
$203K
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 Mortimer P Howard Tr U W Fleet Bank of Massachusetts— 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 rating194 mo reserves · +42% 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 Mortimer P Howard Tr U W Fleet Bank of Massachusetts: 194 mo reserves · +42% 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 Mortimer P Howard Tr U W Fleet Bank of Massachusetts— 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 Mortimer P Howard Tr U W Fleet Bank of Massachusetts: 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 $5,951 (FY2014) to $22K (FY2025) across 12 reported years.
Financial snapshot
Financial health & position (FY2025)
Liabilities $0Net assets $203K
Operating margin
41.9%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$203K
Total liabilities
$0
Net assets
$203K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $21,563▲8.1% | $12,523▼26.8% | $202,924▲4.7% | $202,924▲4.7% | 990PF |
| 2024 | $19,956▲170% | $17,108▲2.7% | $193,823▲1.4% | $193,823▲1.4% | 990PF |
| 2023 | $7,389▲235% | $16,662▼6.5% | $191,174▼4.7% | $191,174▼4.7% | 990PF |
| 2022 | -$5,456▼112% | $17,818▲39.8% | $200,523▼10.4% | $200,523▼10.4% | 990PF |
| 2021 | $45,562▲170% | $12,749▲8.7% | $223,775▲18.1% | $223,775▲18.1% | 990PF |
| 2020 | $16,846▲30.3% | $11,728▼24.3% | $189,527▲2.2% | $189,527▲2.2% | 990PF |
| 2019 | $12,931▼23.6% | $15,492▼1.3% | $185,524▼2.5% | $185,524▼2.5% | 990PF |
| 2018 | $16,936▼8.2% | $15,704▲25.2% | $190,198▲0.8% | $190,198▲0.8% | 990PF |
| 2017 | $18,450▲1426% | $12,542▲1.3% | $188,639▲1.3% | $188,639▲1.3% | 990PF |
| 2016 | $1,209▼84.2% | $12,382▼1.2% | $186,189▼6.1% | $186,189▼6.1% | 990PF |
| 2015 | $7,674▲29.0% | $12,537▼0.7% | $198,229▼2.6% | $198,229▼2.6% | 990PF |
| 2014 | $5,951 | $12,625 | $203,608 | $203,608 | 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 Mortimer P Howard Tr U W Fleet Bank of Massachusetts a legitimate nonprofit?
- Yes. Mortimer P Howard Tr U W Fleet Bank of Massachusetts is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 04-6385719, based in Dallas, Texas. Donations are tax-deductible.
- What is Mortimer P Howard Tr U W Fleet Bank of Massachusetts's EIN?
- Mortimer P Howard Tr U W Fleet Bank of Massachusetts's Employer Identification Number (EIN) is 04-6385719.
- How much revenue does Mortimer P Howard Tr U W Fleet Bank of Massachusetts report?
- Mortimer P Howard Tr U W Fleet Bank of Massachusetts reported $21,563 in total revenue on its fiscal year 2025 IRS Form 990 filing.
- What financial grade does Mortimer P Howard Tr U W Fleet Bank of Massachusetts have?
- CharityIndex grades Mortimer P Howard Tr U W Fleet Bank of Massachusetts C+, based on financial health (reserves and operating margin).
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Data for Mortimer P Howard Tr U W Fleet Bank of Massachusetts (EIN 04-6385719) 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.