Onward & Upward Initiative A Charitable Trust
501(c)(3)Philanthropy
Only null% goes to programs Declining revenue
Onward & Upward Initiative A Charitable Trust is a 501(c)(3) organization based in Dallas, Texas, registered in 1998, with $1,374,854 in FY2024 revenue. CharityIndex grades it F.
3899 Maple Avenue 400, Dallas, TX, 75219 EIN 75-2707910 Since 1998
Revenue (FY2024)
$1.4M
▼ 60.9% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$2.7M
Net assets
$963K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
F
—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 Onward & Upward Initiative A Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
FFinancial health25% of the rating4 mo reserves · -94% 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 Onward & Upward Initiative A Charitable Trust: 4 mo reserves · -94% margin earns a F 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 Onward & Upward Initiative A Charitable Trust— 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 Onward & Upward Initiative A Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 3899 Maple Avenue 400, Dallas, TX, 75219
- City
- Dallas
- State
- Texas
- Subcategory
- Philanthropy Programs
Financial trends
Revenue grew from -$359K (FY2013) to $1.4M (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $963K
Operating margin
-94.0%
Spent more than it raised in the latest fiscal year.
Total assets
$963K
Total liabilities
$0
Net assets
$963K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $1,374,854▼60.9% | $2,666,841▲8.6% | $962,569▼62.1% | $962,569▼62.6% | 990PF |
| 2023 | $3,511,800▲556% | $2,455,545▲16.4% | $2,540,239▲81.7% | $2,573,147▲83.8% | 990PF |
| 2022 | $535,501▼80.2% | $2,108,730▲4.4% | $1,397,790▼53.5% | $1,399,686▼53.4% | 990PF |
| 2021 | $2,708,966▲4.7% | $2,019,354▲21.5% | $3,004,856▲31.5% | $3,006,252▲31.5% | 990PF |
| 2020 | $2,586,746▲8064% | $1,662,593▲49.5% | $2,284,914▼2.6% | $2,286,310▼2.7% | 990PF |
| 2019 | $31,684▼91.9% | $1,111,944▲6.5% | $2,346,046▼25.5% | $2,350,106▼25.4% | 990PF |
| 2018 | $389,080▲439% | $1,044,052▲29.1% | $3,148,565▼24.4% | $3,149,961▼24.5% | 990PF |
| 2017 | $72,208▲273% | $808,744▼12.6% | $4,166,604▼6.6% | $4,170,150▼6.5% | 990PF |
| 2016 | $19,360▼10.9% | $925,305▼32.8% | $4,460,123▼15.3% | $4,460,837▼15.3% | 990PF |
| 2015 | $21,720▼84.2% | $1,377,793▲54.5% | $5,263,467▼20.1% | $5,264,241▼20.1% | 990PF |
| 2014 | $137,318▲138% | $891,862▲48.0% | $6,583,725▼9.1% | $6,585,121▼9.1% | 990PF |
| 2013 | -$358,858 | $602,458▲261% | $7,242,522▼6.4% | $7,247,493▼6.4% | 990PF |
| 2012 | — | $166,741▲41.6% | $7,739,545▲6.5% | $7,745,167▲6.5% | 990PF |
| 2011 | — | $117,793▲26.6% | $7,268,269▼1.5% | $7,269,695▼1.5% | 990PF |
| 2010 | — | $93,028 | $7,380,014 | $7,381,410 | 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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Frequently asked questions
- Is Onward & Upward Initiative A Charitable Trust a legitimate nonprofit?
- Yes. Onward & Upward Initiative A Charitable Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 75-2707910, based in Dallas, Texas.
- What is Onward & Upward Initiative A Charitable Trust's EIN?
- Onward & Upward Initiative A Charitable Trust's Employer Identification Number (EIN) is 75-2707910.
- How much revenue does Onward & Upward Initiative A Charitable Trust report?
- Onward & Upward Initiative A Charitable Trust reported $1,374,854 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Onward & Upward Initiative A Charitable Trust have?
- CharityIndex grades Onward & Upward Initiative A Charitable Trust F, based on financial health (reserves and operating margin).
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Data for Onward & Upward Initiative A Charitable Trust (EIN 75-2707910) 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.