Wm C & Mariee S Shank Charitable Trust is a 501(c)(3) organization based in Dallas, Texas, registered in 1962, with $213,536 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$214K
▲ 233.7% vs prior year
Expenses (FY2024)
$141K
Net assets
$2.1M
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 Wm C & Mariee S Shank Charitable 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 Wm C & Mariee S Shank Charitable Trust: 177 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 Wm C & Mariee S Shank Charitable 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 Wm C & Mariee S Shank Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $552K (FY2014) to $214K (FY2024) across 11 reported years.
Financial snapshot
Operating margin
34.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.1M
Total liabilities
$0
Net assets
$2.1M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $213,536▲234% | $140,979▲28.7% | $2,084,427▲3.5% | $2,084,427▲3.5% | 990PF |
| 2023 | $63,989▲203% | $109,499▼36.4% | $2,014,070▼2.2% | $2,014,070▼2.2% | 990PF |
| 2022 | -$62,223▼113% | $172,126▲15.5% | $2,060,399▼9.8% | $2,060,399▼9.8% | 990PF |
| 2021 | $475,527▲188% | $148,963▼0.9% | $2,283,949▲18.4% | $2,283,949▲18.4% | 990PF |
| 2020 | $165,206▲44.8% | $150,329▲55.0% | $1,928,501▲0.2% | $1,928,501▲0.2% | 990PF |
| 2019 | $114,078▼28.9% | $96,964▼27.5% | $1,925,202▼0.4% | $1,925,202▼0.4% | 990PF |
| 2018 | $160,528▼18.5% | $133,703▲19.3% | $1,933,263▲1.7% | $1,933,263▲1.7% | 990PF |
| 2017 | $196,935▲375% | $112,077▲2.3% | $1,900,670▲3.8% | $1,900,670▲3.8% | 990PF |
| 2016 | -$71,539▼157% | $109,515▼47.5% | $1,831,796▼9.4% | $1,831,796▼9.4% | 990PF |
| 2015 | $125,541▼77.3% | $208,479▲54.7% | $2,021,232▼4.2% | $2,021,232▼4.2% | 990PF |
| 2014 | $552,158 | $134,726 | $2,109,118 | $2,109,118 | 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 Wm C & Mariee S Shank Charitable Trust (EIN 44-6009100) 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.