Walter E Swaton Succ Tr Uw is a 501(c)(3) organization based in Dallas, Texas, registered in 1980, with $48,643 in FY2025 revenue. CharityIndex grades it C+.
Revenue (FY2025)
$49K
▲ 8.0% vs prior year
Expenses (FY2025)
$30K
Net assets
$448K
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 Walter E Swaton Succ Tr Uw— 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 Walter E Swaton Succ Tr Uw: 178 mo reserves · +38% 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 Walter E Swaton Succ Tr Uw— 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 Walter E Swaton Succ Tr Uw: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $38K (FY2018) to $49K (FY2025) across 8 reported years.
Financial snapshot
Operating margin
37.9%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$448K
Total liabilities
$0
Net assets
$448K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $48,643▲8.0% | $30,190▼3.8% | $447,746▲4.3% | $447,746▲4.3% | 990PF |
| 2024 | $45,023▲229% | $31,381▲13.1% | $429,152▲3.2% | $429,152▲3.2% | 990PF |
| 2023 | $13,692▲234% | $27,746▼18.6% | $415,971▼3.3% | $415,971▼3.3% | 990PF |
| 2022 | -$10,229▼110% | $34,103▲4.2% | $430,191▼9.3% | $430,191▼9.3% | 990PF |
| 2021 | $99,300▲165% | $32,717▲8.6% | $474,527▲17.4% | $474,527▲17.4% | 990PF |
| 2020 | $37,519▲34.4% | $30,130▲27.8% | $404,223▲1.5% | $404,223▲1.5% | 990PF |
| 2019 | $27,909▼25.8% | $23,571▼22.6% | $398,190▼0.3% | $398,190▼0.3% | 990PF |
| 2018 | $37,632 | $30,450 | $399,265 | $399,265 | 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 Walter E Swaton Succ Tr Uw (EIN 06-6190315) 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.