Civic Intelligence

Helen N Poston Charitable Trust

990PF • Fiscal year 2019 • EIN 43-1621702

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 13, 2020

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(314) 418-2643

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

28th percentile

-7.4%

Higher net margin than 28% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

53rd percentile

$31,982

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 22.8% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

38th percentile

-0.5%

Faster asset growth than 38% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

21st percentile

-15%

Faster revenue growth than 21% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$2,153,263

Down $10,045 (-0.5%) from 2018

Net Assets

Down

$2,153,263

Down $10,045 (-0.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin28th percentile

Revenue

Down

$140,478

Down $25,333 (-15%) from 2018

Expenses

Up

$150,858

Up $13,276 (+9.6%) from 2018

Net Income

Down

-$10,380

Down $38,609 (-137%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2019

Assets$2,153,263
Liabilities$0
Net Assets$2,153,263
Open 2019 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$140,478
Expenses$150,858
Net Income-$10,380
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 13, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$31,982-$31,982
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
2020-04-13
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,153,263
Liabilities
$0
Net assets
$2,153,263
Revenue
$140,478
Expenses
$150,858
Net income
-$10,380
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