Ross & Matilda Barham Charitable Trust is a 501(c)(3) organization based in San Antonio, Texas, registered in 1984, with $67,863 in FY2024 revenue. CharityIndex grades it D.
Revenue (FY2024)
$68K
▲ 119.2% vs prior year
Expenses (FY2024)
$92K
Net assets
$2.0M
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 Ross & Matilda Barham 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 →
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 Ross & Matilda Barham Charitable Trust: 265 mo reserves · -35% margin earns a D 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 Ross & Matilda Barham 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 →
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 Ross & Matilda Barham Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Revenue declined from $101K (FY2019) to $68K (FY2024) across 6 reported years.
Financial snapshot
Operating margin
-35.0%
Spent more than it raised in the latest fiscal year.
Total assets
$2.0M
Total liabilities
$0
Net assets
$2.0M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $67,863▲119% | $91,614▲12.2% | $2,021,139▼1.2% | $2,021,139▼1.2% | 990 |
| 2023 | $30,958▲7898% | $81,663▼4.2% | $2,044,890▼2.4% | $2,044,890▼2.4% | 990 |
| 2022 | -$397▼100% | $85,245▼3.8% | $2,095,595▼3.9% | $2,095,595▼3.9% | 990 |
| 2021 | $381,225▲198% | $88,646▲6.9% | $2,181,237▲15.5% | $2,181,237▲15.5% | 990 |
| 2020 | $127,935▲26.5% | $82,960▲6.9% | $1,888,658▲2.4% | $1,888,658▲2.4% | 990 |
| 2019 | $101,155 | $77,575 | $1,843,683 | $1,843,683 | 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.
Explore more
Data for Ross & Matilda Barham Charitable Trust (EIN 74-6303978) 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.