Charity Search / JAMES J GARVEY TR UW
Philanthropy & Grantmaking (T20) 990 on File

JAMES J GARVEY TR UW

EIN: 05-6123647 · DALLAS, TX 75265-3067 · United States · FY 2026 Data
3 out of 5 51 / 100 Based on 2+ years of filings
Financial strength (30%) 92/100
Reliability (20%) 55/100
Effectiveness (25%) 51/100
Impact (25%) No data yet
Financial data: FY 2026 · Scored 9/13/2026
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Financial Overview — FY 2026
$55K
Total Revenue
$44K
Total Expenses
$510K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio 78.8%
Fundraising Efficiency N/A
Operating Reserve 140.72x
Liability-to-Asset 0.0%
Revenue Diversification 83.7%
Executive Compensation $12K
Compared with Peers
FY 2026
Compared with 359 similar organizations (United States, Philanthropy & Grantmaking, under $100K in expenses), FY 2026.
This organization Middle half of peers (P25–P75) Peer median
Ratio This org Peer median Position (P10 → P90)
Program expense ratio
Program expenses / total expenses · higher is better
78.8% 81.8%
P10P90
Below median
Operating reserve
Months of expenses covered by net assets · higher is better
140.7 mo 143.6 mo
P10P90
Below median
Liabilities to assets
Total liabilities / total assets · lower is better
0.0% 0.0%
P10P90
Top quarter
Revenue concentration
Share of revenue from the largest source · lower is better
83.7% 88.2%
P10P90
Above median
Revenue growth
Year over year revenue growth
62.8% 14.9%
P10P90
Expense growth
Year over year expense growth
7.2% 5.5%
P10P90
Surplus margin
Surplus as a share of revenue
20.4% 20.0%
P10P90
Financial History
Year Revenue Expenses Net Assets Program % Staff
2026 $55K $44K $510K 78.8% —
2025 $34K $41K $487K 79.3% —
2024 $10K $33K $493K 77.3% —
2023 $971 $41K $516K 78.7% —
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Organization Details
EIN
05-6123647
State
TX
City
DALLAS
ZIP
75265-3067
Classification
T20
Category
Philanthropy & Grantmaking
Rating
3★
Coverage
A
Last Updated
Aug 2026
Form 990
On File
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