Civic Intelligence

Reuben C Peterson Charitable Trust

EIN 39-6726382 • Stoughton, WI

3433 Halverson RdStoughton, WI 53589
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

2nd percentile

-367%

Higher net margin than 2% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$5,000

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

11th percentile

-14%

Faster asset growth than 11% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

146%

Faster revenue growth than 91% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,057,727

Down $165,558 (-14%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,057,727

Down $165,558 (-14%) from 2023

Revenue

Up

$77,083

Up $45,793 (+146%) from 2023

Expenses

Up

$360,068

Up $310,498 (+626%) from 2023

Net Income

Down

-$282,985

Down $264,705 (-1448%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2021: $1,391,746Liabilities 2021: $0Net Assets 2021: $1,391,7462021Assets 2022: $1,059,938Liabilities 2022: $0Net Assets 2022: $1,059,9382022Assets 2023: $1,223,285Liabilities 2023: $0Net Assets 2023: $1,223,2852023Assets 2024: $1,057,727Liabilities 2024: $0Net Assets 2024: $1,057,7272024

Highlighted filing

2024

Assets$1,057,727
Liabilities$0
Net Assets$1,057,727

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2021: $171,664Expenses 2021: $30,420Net Income 2021: $141,2442021Revenue 2022: $69,657Expenses 2022: $36,000Net Income 2022: $33,6572022Revenue 2023: $31,290Expenses 2023: $49,570Net Income 2023: -$18,2802023Revenue 2024: $77,083Expenses 2024: $360,068Net Income 2024: -$282,9852024

Highlighted filing

2024

Revenue$77,083
Expenses$360,068
Net Income-$282,985

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN O TIERNEYTrustee-$5,000-$5,000
Filing and Contact Details

Filer

Filer Name
Reuben C Peterson Charitable Trust
EIN
39-6726382
Phone
6083474510
Address
3433 HALVERSON RD, STOUGHTON, WI 53589

Signing Officer

Name
Alan O Tierney
Title
Trustee
Phone
6083474510
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Godfrey & Kahn Sc
Address
833 EAST MICHIGAN STREET SUITE 1800, MILWAUKEE, WI 53202-5615
Preparer
Jordan D Taylor
Phone
4142733500
Raw XML Appendix291 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AppliedToPriorYearElection/ElectionDesc0THE REUBEN C PETERSON CHARITABLE TRUST, AND ITS SOLE TRUSTEE, ALAN O TIERNEY, ARE MAKING AN ELECTION UNDER TREASURY REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY ALL OF THE REMAINING QUALIFYING DISTRIBUTIONS TO THE UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2023.
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TaxesSchedule/TaxesDetail/Amt0393
TaxesSchedule/TaxesDetail/Amt1103381
TaxesSchedule/TaxesDetail/Amt217060
TaxesSchedule/TaxesDetail/Amt344765
TaxesSchedule/TaxesDetail/Amt418170
TaxesSchedule/TaxesDetail/CategoryTxt02023 FORM 990-PF BALANCE DUE
TaxesSchedule/TaxesDetail/CategoryTxt12023 FORM 1041 BALANCE DUE
TaxesSchedule/TaxesDetail/CategoryTxt22023 FORM 2 WI BALANCE DUE
TaxesSchedule/TaxesDetail/CategoryTxt32023 FORM 1041 INTEREST/PENALTY
TaxesSchedule/TaxesDetail/CategoryTxt42023 FORM 2 WI INTEREST/PENALTY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt40
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt217060
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt40
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN O TIERNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06083474510
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0REUBEN C PETERSON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0REUB
ReturnHeader/Filer/EIN0396726382
ReturnHeader/Filer/PhoneNum06083474510
ReturnHeader/Filer/USAddress/AddressLine1Txt03433 HALVERSON RD
ReturnHeader/Filer/USAddress/CityNm0STOUGHTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053589
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391128206
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GODFREY & KAHN SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0833 EAST MICHIGAN STREET SUITE 1800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532025615
ReturnHeader/PreparerPersonGrp/PhoneNum04142733500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JORDAN D TAYLOR
ReturnHeader/ReturnTs02025-05-13T09:24:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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