Simeon J Fortin Tr Uw is a 501(c)(3) organization based in Dallas, Texas, registered in 1990, with $312,872 in FY2025 revenue. CharityIndex grades it C+.
Revenue (FY2025)
$313K
▲ 15.2% vs prior year
Expenses (FY2025)
$271K
Net assets
$2.7M
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 Simeon J Fortin Tr 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 Simeon J Fortin Tr Uw: 121 mo reserves · +13% 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 Simeon J Fortin Tr 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 Simeon J Fortin Tr Uw: 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 grew from $84K (FY2014) to $313K (FY2025) across 11 reported years.
Financial snapshot
Operating margin
13.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.7M
Total liabilities
$0
Net assets
$2.7M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $312,872▲15.2% | $271,336▲64.1% | $2,746,088▲1.6% | $2,746,088▲1.6% | 990PF |
| 2024 | $271,567▲174% | $165,358▲8.1% | $2,703,636▲4.0% | $2,703,636▲4.0% | 990PF |
| 2023 | $99,086▲235% | $153,014▼32.4% | $2,600,308▼2.1% | $2,600,308▼2.1% | 990PF |
| 2022 | -$73,364▼112% | $226,479▲24.8% | $2,655,197▼10.1% | $2,655,197▼10.1% | 990PF |
| 2021 | $605,970▲173% | $181,424▲5.7% | $2,954,718▲17.2% | $2,954,718▲17.2% | 990PF |
| 2020 | $221,775▲30.3% | $171,611▲9.9% | $2,521,814▲3.2% | $2,521,814▲3.2% | 990PF |
| 2019 | $170,166▼19.9% | $156,132▼15.0% | $2,444,244▼1.0% | $2,444,244▼1.0% | 990PF |
| 2018 | $212,572▼16.3% | $183,636▲60.0% | $2,467,828▲2.0% | $2,467,828▲2.0% | 990PF |
| 2017 | $254,078▲929% | $114,746▲13.8% | $2,419,384▲3.9% | $2,419,384▲3.9% | 990PF |
| 2016 | $24,689▼70.7% | $100,837▼54.8% | $2,328,851▼6.0% | $2,328,851▼6.0% | 990PF |
| 2014 | $84,202 | $223,185 | $2,476,464 | $2,476,464 | 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.
Explore more
Data for Simeon J Fortin Tr Uw (EIN 22-3047384) 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.