W A Harwi Testamentary Trust is a 501(c)(3) organization based in Dallas, Texas, registered in 1986, with $670,061 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$670K
▲ 229.3% vs prior year
Expenses (FY2024)
$388K
Net assets
$6.0M
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 W A Harwi Testamentary 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 W A Harwi Testamentary Trust: 186 mo reserves · +42% 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 W A Harwi Testamentary 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 W A Harwi Testamentary Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $215K (FY2013) to $670K (FY2024) across 9 reported years.
Financial snapshot
Operating margin
42.1%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$6.0M
Total liabilities
$0
Net assets
$6.0M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $670,061▲229% | $387,746▲189% | $6,011,732▲4.4% | $6,011,732▲4.4% | 990PF |
| 2023 | $203,471▲1402% | $134,377▼52.0% | $5,758,524▲5.2% | $5,758,524▲5.2% | 990PF |
| 2022 | -$15,627▼101% | $280,135▼34.4% | $5,472,010▼2.1% | $5,472,010▼2.1% | 990PF |
| 2021 | $1,074,792▲172% | $426,825▲33.7% | $5,586,594▼6.2% | $5,586,594▼6.2% | 990PF |
| 2020 | $394,569▼13.2% | $319,163▲32.9% | $5,952,712▲15.9% | $5,952,712▲15.9% | 990PF |
| 2019 | $454,489▲66.7% | $240,189▼12.0% | $5,135,828▲5.8% | $5,135,828▲5.8% | 990PF |
| 2016 | $272,564▼39.7% | $273,013▼46.6% | $4,854,880▼3.3% | $4,854,880▼3.3% | 990PF |
| 2014 | $452,156▲110% | $511,625▲82.2% | $5,021,208▼0.5% | $5,021,208▼0.5% | 990PF |
| 2013 | $215,136 | $280,838 | $5,046,566 | $5,046,566 | 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 W A Harwi Testamentary Trust (EIN 48-6154436) 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.