Succ Tr Ua P Milmore Mem Fd Tr is a 501(c)(92) organization based in Dallas, Texas, with $1,118,216 in FY2025 revenue. CharityIndex grades it C+.
Revenue (FY2025)
$1.1M
▲ 10.6% vs prior year
Expenses (FY2025)
$683K
Net assets
$10.5M
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 Succ Tr Ua P Milmore Mem Fd Tr— 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 Succ Tr Ua P Milmore Mem Fd Tr: 184 mo reserves · +39% 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 Succ Tr Ua P Milmore Mem Fd Tr— 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 Succ Tr Ua P Milmore Mem Fd Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $340K (FY2015) to $1.1M (FY2025) across 10 reported years.
Financial snapshot
Operating margin
38.9%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$10.5M
Total liabilities
$0
Net assets
$10.5M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $1,118,216▲10.6% | $683,245▲20.8% | $10,489,462▲4.4% | $10,489,462▲4.4% | 990PF |
| 2024 | $1,010,945▲245% | $565,440▲15.4% | $10,051,522▲4.5% | $10,051,522▲4.5% | 990PF |
| 2023 | $293,227▲210% | $490,177▼43.4% | $9,616,441▼2.0% | $9,616,441▼2.0% | 990PF |
| 2022 | -$266,289▼112% | $866,598▲16.5% | $9,817,355▼10.3% | $9,817,355▼10.3% | 990PF |
| 2021 | $2,272,933▲196% | $744,117▲15.4% | $10,950,144▲16.4% | $10,950,144▲16.4% | 990PF |
| 2020 | $768,947▲40.0% | $644,794▲61.2% | $9,409,808▲1.3% | $9,409,808▲1.3% | 990PF |
| 2019 | $549,443▼28.2% | $399,957▼19.8% | $9,285,274▲4.3% | $9,285,274▲4.3% | 990PF |
| 2017 | $765,103▲2580% | $498,912▲2.4% | $8,903,032▲1.8% | $8,903,032▲1.8% | 990PF |
| 2016 | $28,553▼91.6% | $487,336▼13.0% | $8,741,513▼5.6% | $8,741,513▼5.6% | 990PF |
| 2015 | $339,933 | $560,476 | $9,263,456 | $9,263,456 | 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 Succ Tr Ua P Milmore Mem Fd Tr (EIN 52-6029052) 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.