Trust U/i Ellen A Stone 3-1097 is a 501(c)(3) organization based in Dallas, Texas, registered in 1973, with $188,314 in FY2025 revenue. CharityIndex grades it C+.
Revenue (FY2025)
$188K
▲ 3.4% vs prior year
Expenses (FY2025)
$129K
Net assets
$1.7M
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 Trust U/i Ellen A Stone 3-1097— 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 Trust U/i Ellen A Stone 3-1097: 162 mo reserves · +31% 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 Trust U/i Ellen A Stone 3-1097— 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 Trust U/i Ellen A Stone 3-1097: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $143K (FY2020) to $188K (FY2025) across 6 reported years.
Financial snapshot
Operating margin
31.4%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.7M
Total liabilities
$0
Net assets
$1.7M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $188,314▲3.4% | $129,241▲9.4% | $1,740,507▲3.5% | $1,740,507▲3.5% | 990PF |
| 2024 | $182,098▲213% | $118,182▲73.9% | $1,680,921▲3.8% | $1,680,921▲3.8% | 990PF |
| 2023 | $58,156▲250% | $67,945▼55.1% | $1,618,647▼0.6% | $1,618,647▼0.6% | 990PF |
| 2022 | -$38,666▼110% | $151,449▲28.9% | $1,629,032▼10.4% | $1,629,032▼10.4% | 990PF |
| 2021 | $381,784▲168% | $117,479▲3.8% | $1,818,934▲17.1% | $1,818,934▲17.1% | 990PF |
| 2020 | $142,527 | $113,134 | $1,552,689 | $1,552,689 | 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 Trust U/i Ellen A Stone 3-1097 (EIN 04-6024599) 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.