Civic Intelligence

Helen N Poston Charitable Trust

EIN 43-1621702 • Milwaukee, WI

PO Box 0634Milwaukee, WI 53201-0634
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

91st percentile

63%

Higher net margin than 91% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$35,403

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

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

Revenue Growth

94th percentile

243%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,136,715

Up $229,689 (+12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,136,715

Up $229,689 (+12%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin91st percentile

Revenue

Up

$368,051

Up $260,596 (+243%) from 2023

Expenses

Up

$135,871

Up $9,990 (+7.9%) from 2023

Net Income

Up

$232,180

Up $250,606 (+1360%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,805,309Liabilities 2010: $0Net Assets 2010: $1,805,3092010Assets 2011: $1,840,335Liabilities 2011: $0Net Assets 2011: $1,840,3352011Assets 2012: $1,798,701Liabilities 2012: $0Net Assets 2012: $1,798,7012012Assets 2013: $1,999,508Liabilities 2013: $0Net Assets 2013: $1,999,5082013Assets 2014: $2,204,381Liabilities 2014: $0Net Assets 2014: $2,204,3812014Assets 2015: $2,242,115Liabilities 2015: $0Net Assets 2015: $2,242,1152015Assets 2016: $2,166,842Liabilities 2016: $0Net Assets 2016: $2,166,8422016Assets 2017: $2,134,667Liabilities 2017: $0Net Assets 2017: $2,134,6672017Assets 2018: $2,163,308Liabilities 2018: $0Net Assets 2018: $2,163,3082018Assets 2019: $2,153,263Liabilities 2019: $0Net Assets 2019: $2,153,2632019Assets 2020: $2,039,808Liabilities 2020: $0Net Assets 2020: $2,039,8082020Assets 2021: $2,097,444Liabilities 2021: $0Net Assets 2021: $2,097,4442021Assets 2022: $1,924,770Liabilities 2022: $0Net Assets 2022: $1,924,7702022Assets 2023: $1,907,026Liabilities 2023: $0Net Assets 2023: $1,907,0262023Assets 2024: $2,136,715Liabilities 2024: $0Net Assets 2024: $2,136,7152024

Highlighted filing

2024

Assets$2,136,715
Liabilities$0
Net Assets$2,136,715
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$400K$200K$0-$200KExpenses 2010: $116,4562010Expenses 2011: $117,8932011Expenses 2012: $125,8062012Revenue 2013: $339,226Expenses 2013: $137,918Net Income 2013: $201,3082013Revenue 2014: $363,494Expenses 2014: $157,387Net Income 2014: $206,1072014Revenue 2015: $179,059Expenses 2015: $142,998Net Income 2015: $36,0612015Revenue 2016: $60,473Expenses 2016: $135,926Net Income 2016: -$75,4532016Revenue 2017: $86,667Expenses 2017: $117,148Net Income 2017: -$30,4812017Revenue 2018: $165,811Expenses 2018: $137,582Net Income 2018: $28,2292018Revenue 2019: $140,478Expenses 2019: $150,858Net Income 2019: -$10,3802019Revenue 2020: $31,662Expenses 2020: $145,355Net Income 2020: -$113,6932020Revenue 2021: $208,692Expenses 2021: $149,912Net Income 2021: $58,7802021Revenue 2022: -$41,045Expenses 2022: $130,939Net Income 2022: -$171,9842022Revenue 2023: $107,455Expenses 2023: $125,881Net Income 2023: -$18,4262023Revenue 2024: $368,051Expenses 2024: $135,871Net Income 2024: $232,1802024

Highlighted filing

2024

Revenue$368,051
Expenses$135,871
Net Income$232,180
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,136,715
Liabilities
$0
Net assets
$2,136,715
Revenue
$368,051
Expenses
$135,871
Net income
$232,180
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.37$0.14$0.23
2023Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.11$0.13$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.04$0.13$0.17
2021Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.21$0.15$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.03$0.15$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.14$0.15$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.17$0.14$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.09$0.12$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.06$0.14$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.18$0.14$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.36$0.16$0.21
2013Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.34$0.14$0.20
2012Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.12
2010Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$35,403-$35,403
Filing and Contact Details

Filer

Filer Name
Helen N Poston Charitable Trust
EIN
43-1621702
Phone
3144182643
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
3144182643
Signed
2025-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42023-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52021-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62022-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt81911-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt91911-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102022-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122022-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132024-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142022-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152022-09-22

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