Wm H & Clara L Herman Charitable Tr
Only null% goes to programs Strong reserves
Wm H & Clara L Herman Charitable Tr is a 501(c)(3) organization based in Dallas, Texas, registered in 2013, with $75,443 in FY2025 revenue. CharityIndex grades it C+.
Po Box 653067, Dallas, TX, 75265 EIN 30-6311067 Since 2013
Revenue (FY2025)
$75K
▲ 12.3% vs prior year
Philanthropy median: $168K
Expenses (FY2025)
$42K
Net assets
$710K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
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 H & Clara L Herman Charitable Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating205 mo reserves · +45% margin
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 H & Clara L Herman Charitable Tr: 205 mo reserves · +45% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
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 H & Clara L Herman Charitable Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
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 H & Clara L Herman Charitable Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- Po Box 653067, Dallas, TX, 75265
- City
- Dallas
- State
- Texas
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $13K (FY2016) to $75K (FY2025) across 10 reported years.
Financial snapshot
Financial health & position (FY2025)
Liabilities $0Net assets $710K
Operating margin
44.9%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$710K
Total liabilities
$0
Net assets
$710K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $75,443▲12.3% | $41,593▲13.1% | $710,340▲5.0% | $710,340▲5.0% | 990PF |
| 2024 | $67,154▲451% | $36,786▼0.7% | $676,311▲4.6% | $676,311▲4.6% | 990PF |
| 2023 | $12,177▲160% | $37,049▼13.7% | $646,629▼3.7% | $646,629▼3.7% | 990PF |
| 2022 | -$20,346▼115% | $42,920▲10.1% | $671,725▼8.6% | $671,725▼8.6% | 990PF |
| 2021 | $137,438▲290% | $38,999▲21.5% | $735,015▲15.6% | $735,015▲15.6% | 990PF |
| 2020 | $35,261▲70.2% | $32,097▼10.0% | $635,851▲0.5% | $635,851▲0.5% | 990PF |
| 2019 | $20,720▼78.6% | $35,645▲2.5% | $632,690▼3.1% | $632,690▼3.1% | 990PF |
| 2018 | $96,621▲194% | $34,781▲7.4% | $653,029▲10.5% | $653,029▲10.5% | 990PF |
| 2017 | $32,874▲161% | $32,396▼2.6% | $591,002▼0.2% | $591,002▼0.2% | 990PF |
| 2016 | $12,584 | $33,277 | $592,021 | $592,021 | 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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Frequently asked questions
- Is Wm H & Clara L Herman Charitable Tr a legitimate nonprofit?
- Yes. Wm H & Clara L Herman Charitable Tr is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 30-6311067, based in Dallas, Texas. Donations are tax-deductible.
- What is Wm H & Clara L Herman Charitable Tr's EIN?
- Wm H & Clara L Herman Charitable Tr's Employer Identification Number (EIN) is 30-6311067.
- How much revenue does Wm H & Clara L Herman Charitable Tr report?
- Wm H & Clara L Herman Charitable Tr reported $75,443 in total revenue on its fiscal year 2025 IRS Form 990 filing.
- What financial grade does Wm H & Clara L Herman Charitable Tr have?
- CharityIndex grades Wm H & Clara L Herman Charitable Tr C+, based on financial health (reserves and operating margin).
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Data for Wm H & Clara L Herman Charitable Tr (EIN 30-6311067) 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.