Oliver Root Trust Uw 9-70749-0 is a 501(c)(92) organization based in Dallas, Texas, registered in 1980, with $26,506 in FY2025 revenue. CharityIndex grades it C+.
Revenue (FY2025)
$27K
▲ 7.6% vs prior year
Expenses (FY2025)
$19K
Net assets
$243K
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 Oliver Root Trust Uw 9-70749-0— 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 Oliver Root Trust Uw 9-70749-0: 154 mo reserves · +29% 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 Oliver Root Trust Uw 9-70749-0— 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 Oliver Root Trust Uw 9-70749-0: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $7,476 (FY2014) to $27K (FY2025) across 12 reported years.
Financial snapshot
Operating margin
28.8%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$243K
Total liabilities
$0
Net assets
$243K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $26,506▲7.6% | $18,882▲10.6% | $242,505▲3.3% | $242,505▲3.3% | 990PF |
| 2024 | $24,640▲234% | $17,068▲18.1% | $234,806▲3.2% | $234,806▲3.2% | 990PF |
| 2023 | $7,375▲234% | $14,453▼26.9% | $227,490▼3.0% | $227,490▼3.0% | 990PF |
| 2022 | -$5,523▼110% | $19,781▲14.9% | $234,508▼9.7% | $234,508▼9.7% | 990PF |
| 2021 | $54,817▲188% | $17,222▲2.2% | $259,807▲17.1% | $259,807▲17.1% | 990PF |
| 2020 | $19,041▲32.0% | $16,846▲16.6% | $221,934▲1.0% | $221,934▲1.0% | 990PF |
| 2019 | $14,426▼31.0% | $14,449▼14.1% | $219,749▼0.7% | $219,749▼0.7% | 990PF |
| 2018 | $20,895▼7.6% | $16,830▲21.2% | $221,288▲2.0% | $221,288▲2.0% | 990PF |
| 2017 | $22,605▲679% | $13,891▼0.3% | $216,862▲2.2% | $216,862▲2.2% | 990PF |
| 2016 | $2,902▼67.8% | $13,936▼4.6% | $212,102▼5.8% | $212,102▼5.8% | 990PF |
| 2015 | $9,017▲20.6% | $14,611▼4.7% | $225,124▼2.4% | $225,124▼2.4% | 990PF |
| 2014 | $7,476 | $15,330 | $230,646 | $230,646 | 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 Oliver Root Trust Uw 9-70749-0 (EIN 04-6060546) 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.