Thomas M Shepard Trust
501(c)(92)
Only null% goes to programs Strong reserves Declining revenue
Thomas M Shepard Trust is a 501(c)(92) organization based in Dallas, Texas, with $6,872 in FY2024 revenue. CharityIndex grades it C+.
Po Box 653067, Dallas, TX, 75265 EIN 04-6019074
Revenue (FY2024)
$6,872
▲ 247.2% vs prior year
Expenses (FY2024)
$5,117
Net assets
$67K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—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 Thomas M Shepard Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating158 mo reserves · +26% 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 Thomas M Shepard Trust: 158 mo reserves · +26% margin earns a B+ 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 Thomas M Shepard 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 Thomas M Shepard Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
Financial trends
Revenue grew from $176 (FY2014) to $6,872 (FY2024) across 11 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $67K
Operating margin
25.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$67K
Total liabilities
$0
Net assets
$67K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $6,872▲247% | $5,117▲7.1% | $67,318▲2.6% | $67,318▲2.6% | 990PF |
| 2023 | $1,979▲194% | $4,779▼19.0% | $65,632▼4.1% | $65,632▼4.1% | 990PF |
| 2022 | -$2,114▼114% | $5,897▲5.8% | $68,456▼10.5% | $68,456▼10.5% | 990PF |
| 2021 | $15,606▲166% | $5,576▲11.1% | $76,463▲18.7% | $76,463▲18.7% | 990PF |
| 2020 | $5,865▲43.6% | $5,018▲7.3% | $64,429▼1.2% | $64,429▼1.2% | 990PF |
| 2019 | $4,085▼28.5% | $4,678▼9.7% | $65,211▼2.1% | $65,211▼2.1% | 990PF |
| 2018 | $5,715▼4.9% | $5,182▲10.5% | $66,643▲1.0% | $66,643▲1.0% | 990PF |
| 2017 | $6,008▲3134% | $4,691▼0.6% | $66,003▲0.4% | $66,003▲0.4% | 990PF |
| 2016 | -$198▼107% | $4,717▼4.4% | $65,753▼7.7% | $65,753▼7.7% | 990PF |
| 2015 | $2,751▲1463% | $4,935▼7.3% | $71,267▼3.2% | $71,267▼3.2% | 990PF |
| 2014 | $176 | $5,321 | $73,631 | $73,631 | 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.
Frequently asked questions
- Is Thomas M Shepard Trust a legitimate nonprofit?
- Yes. Thomas M Shepard Trust is a 501(c)(92) organization registered with the U.S. Internal Revenue Service under EIN 04-6019074, based in Dallas, Texas.
- What is Thomas M Shepard Trust's EIN?
- Thomas M Shepard Trust's Employer Identification Number (EIN) is 04-6019074.
- How much revenue does Thomas M Shepard Trust report?
- Thomas M Shepard Trust reported $6,872 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Thomas M Shepard Trust have?
- CharityIndex grades Thomas M Shepard Trust C+, based on financial health (reserves and operating margin).
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Data for Thomas M Shepard Trust (EIN 04-6019074) 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.