Theron C Swan Est Trust is a 501(c)(92) organization based in Dallas, Texas, with $226,512 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$227K
▲ 193.2% vs prior year
Expenses (FY2024)
$136K
Net assets
$2.3M
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 Theron C Swan Est 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 Theron C Swan Est Trust: 201 mo reserves · +40% 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 Theron C Swan Est 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 Theron C Swan Est 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 grew from $72K (FY2013) to $227K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
40.1%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.3M
Total liabilities
$0
Net assets
$2.3M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $226,512▲193% | $135,587▼6.5% | $2,274,348▲4.5% | $2,274,348▲4.5% | 990PF |
| 2023 | $77,242▲712% | $145,050▲22.4% | $2,175,990▲0.3% | $2,175,990▲0.3% | 990PF |
| 2022 | -$12,627▼103% | $118,494▼35.0% | $2,169,242▼4.0% | $2,169,242▼4.0% | 990PF |
| 2021 | $429,736▲182% | $182,433▲24.3% | $2,260,026▼5.1% | $2,260,026▼5.1% | 990PF |
| 2020 | $152,431▼18.4% | $146,712▲16.0% | $2,381,132▲14.4% | $2,381,132▲14.4% | 990PF |
| 2019 | $186,905▲45.5% | $126,469▼8.0% | $2,081,850▲2.6% | $2,081,850▲2.6% | 990PF |
| 2018 | $128,414▼36.3% | $137,424▼0.3% | $2,028,456▼1.7% | $2,028,456▼1.7% | 990PF |
| 2017 | $201,688▲86.8% | $137,785▲10.1% | $2,062,790▲3.4% | $2,062,790▲3.4% | 990PF |
| 2016 | $107,986▲257% | $125,186▲5.2% | $1,994,828▲1.1% | $1,994,828▲1.1% | 990PF |
| 2015 | $30,280▼64.6% | $118,975▼10.6% | $1,972,439▼4.8% | $1,972,439▼4.8% | 990PF |
| 2014 | $85,465▲18.7% | $133,150 | $2,070,957▼1.7% | $2,070,957▼1.7% | 990PF |
| 2013 | $72,014 | $133,164 | $2,106,153 | $2,106,153 | 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 Theron C Swan Est Trust (EIN 06-6209815) 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.