Nellie M Ulshafer Trust Uw is a 501(c)(3) organization based in Dallas, Texas, registered in 2012, with $121,454 in FY2025 revenue. CharityIndex grades it C+.
Revenue (FY2025)
$121K
▲ 2.5% vs prior year
Philanthropy median: $168K
Expenses (FY2025)
$81K
Net assets
$1.2M
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 Nellie M Ulshafer 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 Nellie M Ulshafer Trust Uw: 170 mo reserves · +33% 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 Nellie M Ulshafer 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 Nellie M Ulshafer Trust Uw: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $127K (FY2014) to $121K (FY2025) across 12 reported years.
Financial snapshot
Operating margin
33.2%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.2M
Total liabilities
$0
Net assets
$1.2M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $121,454▲2.5% | $81,155▲5.9% | $1,150,700▲3.7% | $1,150,700▲3.7% | 990PF |
| 2024 | $118,436▲292% | $76,628▲30.6% | $1,110,089▲3.8% | $1,110,089▲3.8% | 990PF |
| 2023 | $30,203▲198% | $58,674▼31.9% | $1,069,434▼2.6% | $1,069,434▼2.6% | 990PF |
| 2022 | -$30,919▼113% | $86,127▲11.8% | $1,098,280▼9.6% | $1,098,280▼9.6% | 990PF |
| 2021 | $244,851▲170% | $77,070▼6.4% | $1,215,200▲19.8% | $1,215,200▲19.8% | 990PF |
| 2020 | $90,682▲58.4% | $82,301▲54.8% | $1,013,974▼2.0% | $1,013,974▼2.0% | 990PF |
| 2019 | $57,254▼32.0% | $53,153▼26.7% | $1,034,209▼0.7% | $1,034,209▼0.7% | 990PF |
| 2018 | $84,248▼6.9% | $72,505▲15.4% | $1,041,475▲1.5% | $1,041,475▲1.5% | 990PF |
| 2017 | $90,459▲2897% | $62,804▲5.6% | $1,026,540▲1.0% | $1,026,540▲1.0% | 990PF |
| 2016 | -$3,234▼104% | $59,482▼9.3% | $1,016,852▼6.8% | $1,016,852▼6.8% | 990PF |
| 2015 | $73,309▼42.4% | $65,573▼3.6% | $1,090,542▲0.5% | $1,090,542▲0.5% | 990PF |
| 2014 | $127,225 | $68,006 | $1,085,485 | $1,085,485 | 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 Nellie M Ulshafer Trust Uw (EIN 23-7687996) 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.