Valere B Potter Trust Uw
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Growing revenue
Valere B Potter Trust Uw is a 501(c)(3) organization based in Dallas, Texas, registered in 1978, with $893,408 in FY2024 revenue. CharityIndex grades it C.
Po Box 653067, Dallas, TX, 75265 EIN 58-1309898 Since 1978
Revenue (FY2024)
$893K
▼ 0.8% vs prior year
Expenses (FY2024)
$1.1M
Net assets
$5.0M
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 Valere B Potter Trust Uw— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
C+Financial health25% of the rating55 mo reserves · -22% 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 Valere B Potter Trust Uw: 55 mo reserves · -22% margin earns a C+ 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 Valere B Potter Trust Uw— 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 Valere B Potter Trust Uw: 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 $657K (FY2020) to $893K (FY2024) across 5 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $5.0M
Operating margin
-21.8%
Spent more than it raised in the latest fiscal year.
Total assets
$5.0M
Total liabilities
$0
Net assets
$5.0M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $893,408▼0.8% | $1,087,959▲40.3% | $5,006,887▼3.8% | $5,006,887▼3.8% | 990PF |
| 2023 | $900,414▲11.1% | $775,221▼0.7% | $5,202,166▲2.3% | $5,202,166▲2.3% | 990PF |
| 2022 | $810,360▲16.6% | $780,941▲1.9% | $5,083,530▲0.4% | $5,083,530▲0.4% | 990PF |
| 2021 | $695,206▲5.9% | $766,251▲5.5% | $5,062,926▼1.5% | $5,062,926▼1.5% | 990PF |
| 2020 | $656,620 | $726,024 | $5,142,130 | $5,142,130 | 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 Valere B Potter Trust Uw a legitimate nonprofit?
- Yes. Valere B Potter Trust Uw is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 58-1309898, based in Dallas, Texas. Donations are tax-deductible.
- What is Valere B Potter Trust Uw's EIN?
- Valere B Potter Trust Uw's Employer Identification Number (EIN) is 58-1309898.
- How much revenue does Valere B Potter Trust Uw report?
- Valere B Potter Trust Uw reported $893,408 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Valere B Potter Trust Uw have?
- CharityIndex grades Valere B Potter Trust Uw C, based on financial health (reserves and operating margin).
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Data for Valere B Potter Trust Uw (EIN 58-1309898) 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.