Mrs S I Munger Endowment Trust is a 501(c)(91) organization based in Dallas, Texas, registered in 1973, with $49,807 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$50K
▲ 130.5% vs prior year
Expenses (FY2024)
$19K
Net assets
$2.3M
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 Mrs S I Munger Endowment 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 Mrs S I Munger Endowment Trust: 1442 mo reserves · +61% 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 Mrs S I Munger Endowment 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 Mrs S I Munger Endowment Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $838K (FY2019) to $50K (FY2024) across 6 reported years.
Financial snapshot
Operating margin
61.2%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.3M
Total liabilities
$0
Net assets
$2.3M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $49,807▲131% | $19,342▼4.6% | $2,323,844▲7.3% | $2,323,844▲7.3% | 990 |
| 2023 | $21,607▼54.1% | $20,277▲34.3% | $2,165,587▲8.1% | $2,165,587▲8.1% | 990 |
| 2022 | $47,077▼35.4% | $15,097▼26.2% | $2,003,784▼11.0% | $2,003,784▼11.0% | 990 |
| 2021 | $72,863▲75.6% | $20,466▼7.6% | $2,251,625▲7.8% | $2,251,625▲7.8% | 990 |
| 2020 | $41,488▼95.0% | $22,144▼73.8% | $2,088,733▲9.1% | $2,088,733▲9.1% | 990 |
| 2019 | $837,923 | $84,623 | $1,914,204 | $1,914,204 | 990 |
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 Mrs S I Munger Endowment Trust (EIN 75-6006635) 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.