Civic Intelligence

Clare M Peters Charitable Trust

EIN 39-7356130 • Milwaukee, WI

777 E Wisconsin Ave Suite 3500Milwaukee, WI 53202-5306
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

73rd percentile

22%

Higher net margin than 73% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

52nd percentile

2.7%

Faster asset growth than 52% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

59%

Faster revenue growth than 82% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$537,813

Up $14,208 (+2.7%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$537,813

Up $14,208 (+2.7%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin73rd percentile

Revenue

Up

$65,675

Up $24,351 (+59%) from 2023

Expenses

Down

$51,468

Down $19,051 (-27%) from 2023

Net Income

Up

$14,207

Up $43,402 (+149%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$1.0M$500K$0Assets 2011: $830,509Liabilities 2011: $02011Assets 2012: $819,250Liabilities 2012: $02012Assets 2013: $757,360Liabilities 2013: $02013Assets 2014: $863,077Liabilities 2014: $02014Assets 2015: $828,501Liabilities 2015: $02015Assets 2019: $586,468Liabilities 2019: $1Net Assets 2019: $586,4682019Assets 2020: $589,571Liabilities 2020: $1Net Assets 2020: $589,5712020Assets 2021: $589,275Liabilities 2021: $1Net Assets 2021: $589,2752021Assets 2022: $552,800Liabilities 2022: $1Net Assets 2022: $552,8002022Assets 2023: $523,605Liabilities 2023: $1Net Assets 2023: $523,6052023Assets 2024: $537,813Liabilities 2024: $0Net Assets 2024: $537,8132024

Highlighted filing

2024

Assets$537,813
Liabilities$0
Net Assets$537,813
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $45,791Expenses 2011: $91,774Net Income 2011: -$45,9832011Revenue 2012: $84,423Expenses 2012: $95,682Net Income 2012: -$11,2592012Revenue 2013: $43,991Expenses 2013: $105,881Net Income 2013: -$61,8902013Revenue 2014: $214,107Expenses 2014: $108,390Net Income 2014: $105,7172014Revenue 2015: $74,610Expenses 2015: $108,886Net Income 2015: -$34,2762015Revenue 2019: $64,515Expenses 2019: $105,884Net Income 2019: -$41,3692019Revenue 2020: $103,313Expenses 2020: $101,709Net Income 2020: $1,6042020Revenue 2021: $109,377Expenses 2021: $111,674Net Income 2021: -$2,2972021Revenue 2022: $33,083Expenses 2022: $69,559Net Income 2022: -$36,4762022Revenue 2023: $41,324Expenses 2023: $70,519Net Income 2023: -$29,1952023Revenue 2024: $65,675Expenses 2024: $51,468Net Income 2024: $14,2072024

Highlighted filing

2024

Revenue$65,675
Expenses$51,468
Net Income$14,207
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$537,813
Liabilities
$0
Net assets
$537,813
Revenue
$65,675
Expenses
$51,468
Net income
$14,207
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.66$0.51$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.24$0.00$5.24$0.41$0.71$0.29
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.53$0.00$5.53$0.33$0.70$0.36
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.89$0.00$5.89$1.09$1.12$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.90$0.00$5.90$1.03$1.02$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.86$0.00$5.86$0.65$1.06$0.41
2015Summary only. Only limited summary data is available for this year.$8.29$0.00$0.75$1.09$0.34
2014Summary only. Only limited summary data is available for this year.$8.63$0.00$2.14$1.08$1.06
2013Summary only. Only limited summary data is available for this year.$7.57$0.00$0.44$1.06$0.62
2012Summary only. Only limited summary data is available for this year.$8.19$0.00$0.84$0.96$0.11
2011Summary only. Only limited summary data is available for this year.$8.31$0.00$0.46$0.92$0.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE A DIONISOPOULOSTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHED SCHEDULEUNRESTRICTEDPCMILWAUKEE, WI, US$51,000
Filing and Contact Details

Filer

Filer Name
Clare M Peters Charitable Trust
EIN
39-7356130
In Care Of
% GEORGE A DIONISOPOULOS
Phone
4142712400
Address
777 E WISCONSIN AVE SUITE 3500, MILWAUKEE, WI 53202-5306

Signing Officer

Name
George Dionisopoulos
Title
Trustee
Phone
4142712400
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Foley & Lardner Llp
Address
777 E WISCONSIN AVE, MILWAUKEE, WI 53202-5306
Preparer
Emmaline S Jurgena
Phone
4142712400
Raw XML Appendix269 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
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt043092
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt020168
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016806
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt049196
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt049179
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt051053
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt051053
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0143377
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08028
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt020168
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016806
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt049196
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt049179
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt051120
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08028
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0194430
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0186402
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0REIMBURSEMENT OF ATTY DISBRSMT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0120
OtherIncomeSchedule2/OtherIncomeDetail/Desc02004 TAX REFUND
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0348
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT COUNSEL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0348
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX - ESTIMATE
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX - BALANCE DUE
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE DIONISOPOULOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04142712400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLARE M PETERS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CLAR
ReturnHeader/Filer/EIN0397356130
ReturnHeader/Filer/InCareOfNm0% GEORGE A DIONISOPOULOS
ReturnHeader/Filer/PhoneNum04142712400
ReturnHeader/Filer/USAddress/AddressLine1Txt0777 E WISCONSIN AVE SUITE 3500
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532025306
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOLEY & LARDNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 E WISCONSIN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532025306
ReturnHeader/PreparerPersonGrp/PhoneNum04142712400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Emmaline S Jurgena
ReturnHeader/ReturnTs02025-05-14T16:08:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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