William R Morgan Tr Ua is a 501(c)(92) organization based in Dallas, Texas, with $264,370 in FY2025 revenue. CharityIndex grades it C+.
Revenue (FY2025)
$264K
▲ 6.3% vs prior year
Expenses (FY2025)
$175K
Net assets
$2.5M
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 R Morgan Tr Ua— 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 R Morgan Tr Ua: 168 mo reserves · +34% 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 R Morgan Tr Ua— 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 R Morgan Tr Ua: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $73K (FY2014) to $264K (FY2025) across 12 reported years.
Financial snapshot
Operating margin
33.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.5M
Total liabilities
$0
Net assets
$2.5M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $264,370▲6.3% | $175,443▲10.2% | $2,454,627▲3.8% | $2,454,627▲3.8% | 990PF |
| 2024 | $248,617▲234% | $159,252▲29.8% | $2,364,923▲3.8% | $2,364,923▲3.8% | 990PF |
| 2023 | $74,435▲234% | $122,651▼33.1% | $2,278,004▼2.1% | $2,278,004▼2.1% | 990PF |
| 2022 | -$55,718▼110% | $183,234▲14.3% | $2,327,174▼9.3% | $2,327,174▼9.3% | 990PF |
| 2021 | $542,110▲180% | $160,275▲3.4% | $2,566,088▲17.6% | $2,566,088▲17.6% | 990PF |
| 2020 | $193,308▲33.9% | $154,985▲22.8% | $2,181,450▲2.2% | $2,181,450▲2.2% | 990PF |
| 2019 | $144,406▼27.5% | $126,181▼16.9% | $2,134,161▼0.2% | $2,134,161▼0.2% | 990PF |
| 2018 | $199,299▼10.9% | $151,765▲17.8% | $2,139,435▲2.6% | $2,139,435▲2.6% | 990PF |
| 2017 | $223,562▲719% | $128,844▲1.6% | $2,085,519▲2.7% | $2,085,519▲2.7% | 990PF |
| 2016 | $27,309▼67.8% | $126,820▼7.2% | $2,030,100▼5.6% | $2,030,100▼5.6% | 990PF |
| 2015 | $84,841▲15.5% | $136,678▼2.3% | $2,151,425▼2.6% | $2,151,425▼2.6% | 990PF |
| 2014 | $73,441 | $139,909 | $2,207,825 | $2,207,825 | 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 R Morgan Tr Ua (EIN 06-6026681) 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.