Trust U/w Una E Sheldon is a 501(c)(92) organization based in Dallas, Texas, registered in 1974, with $10,975 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$11K
▲ 154.6% vs prior year
Expenses (FY2024)
$8,343
Net assets
$116K
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/w Una E Sheldon— 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/w Una E Sheldon: 168 mo reserves · +24% 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/w Una E Sheldon— 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/w Una E Sheldon: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $8,977 (FY2014) to $11K (FY2024) across 11 reported years.
Financial snapshot
Operating margin
24.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$116K
Total liabilities
$0
Net assets
$116K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $10,975▲155% | $8,343▲18.9% | $116,497▲1.8% | $116,497▲1.8% | 990PF |
| 2023 | $4,310▲230% | $7,015▼27.5% | $114,480▼1.3% | $114,480▼1.3% | 990PF |
| 2022 | -$3,306▼113% | $9,672▲9.6% | $116,031▼10.1% | $116,031▼10.1% | 990PF |
| 2021 | $26,064▲186% | $8,825▲17.0% | $129,030▲3.9% | $129,030▲3.9% | 990PF |
| 2020 | $9,112▲5.1% | $7,540▼2.7% | $124,234▲14.7% | $124,234▲14.7% | 990PF |
| 2019 | $8,673▲34.6% | $7,750▼7.7% | $108,294▼1.4% | $108,294▼1.4% | 990PF |
| 2018 | $6,445▼42.1% | $8,399▲11.8% | $109,852▼3.4% | $109,852▼3.4% | 990PF |
| 2017 | $11,122▲159% | $7,514▲2.1% | $113,722▲3.2% | $113,722▲3.2% | 990PF |
| 2016 | $4,296▲433% | $7,362▼2.7% | $110,178▼1.2% | $110,178▼1.2% | 990PF |
| 2015 | $806▼91.0% | $7,566▼4.8% | $111,464▼5.9% | $111,464▼5.9% | 990PF |
| 2014 | $8,977 | $7,945 | $118,414 | $118,414 | 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/w Una E Sheldon (EIN 01-6019683) 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.