William N Merrick Trust Uw is a 501(c)(3) organization based in Dallas, Texas, registered in 1998, with $109,894 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$110K
▲ 267.4% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$64K
Net assets
$1.1M
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 William N Merrick 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 →
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 William N Merrick Trust Uw: 210 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 William N Merrick 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 →
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 William N Merrick Trust Uw: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $383K (FY2014) to $110K (FY2024) across 11 reported years.
Financial snapshot
Operating margin
41.7%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.1M
Total liabilities
$0
Net assets
$1.1M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $109,894▲267% | $64,050▲12.1% | $1,122,679▲4.1% | $1,122,679▲4.1% | 990PF |
| 2023 | $29,914▲220% | $57,123▼24.4% | $1,078,018▼2.5% | $1,078,018▼2.5% | 990PF |
| 2022 | -$24,878▼109% | $75,581▼72.7% | $1,105,630▼8.3% | $1,105,630▼8.3% | 990PF |
| 2021 | $290,148▲302% | $276,467▲307% | $1,206,083▲1.3% | $1,206,083▲1.3% | 990PF |
| 2020 | $72,121▼13.2% | $67,895▲13.3% | $1,190,719▲0.3% | $1,190,719▲0.3% | 990PF |
| 2019 | $83,116▼8.0% | $59,936▼11.8% | $1,186,720▲1.2% | $1,186,720▲1.2% | 990PF |
| 2018 | $90,352▼3.7% | $67,930▲15.3% | $1,172,939▲2.2% | $1,172,939▲2.2% | 990PF |
| 2017 | $93,797▲1487% | $58,920▼24.2% | $1,147,770▲1.3% | $1,147,770▲1.3% | 990PF |
| 2016 | -$6,764▼104% | $77,711▼29.7% | $1,132,858▼7.5% | $1,132,858▼7.5% | 990PF |
| 2015 | $186,125▼51.3% | $110,559▲48.5% | $1,224,866▲7.4% | $1,224,866▲7.4% | 990PF |
| 2014 | $382,554 | $74,438 | $1,140,494 | $1,140,494 | 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 William N Merrick Trust Uw (EIN 52-6249134) 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.