Charles H Phelps & Florence J Phelps Tr
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Declining revenue
Charles H Phelps & Florence J Phelps Tr is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 1994, with $303,711 in FY2024 revenue. CharityIndex grades it D.
Po Box 634, Milwaukee, WI, 53201 EIN 42-6481677 Since 1994
Revenue (FY2024)
$304K
▲ 29.5% vs prior year
Expenses (FY2024)
$394K
Net assets
$5.0M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
D
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Charles H Phelps & Florence J Phelps Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DFinancial health25% of the rating152 mo reserves · -30% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Charles H Phelps & Florence J Phelps Tr: 152 mo reserves · -30% margin earns a D on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Charles H Phelps & Florence J Phelps Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Charles H Phelps & Florence J Phelps Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
Financial trends
Revenue declined from $622K (FY2013) to $304K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $5.0M
Operating margin
-29.8%
Spent more than it raised in the latest fiscal year.
Total assets
$5.0M
Total liabilities
$0
Net assets
$5.0M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $303,711▲29.5% | $394,336▼7.5% | $4,982,013▼1.8% | $4,982,013▼1.8% | 990PF |
| 2023 | $234,560▼45.0% | $426,098▲17.6% | $5,075,118▼3.7% | $5,075,118▼3.7% | 990PF |
| 2022 | $426,170▲6.2% | $362,443▼2.7% | $5,270,612▲1.2% | $5,270,612▲1.2% | 990PF |
| 2021 | $401,155▲187% | $372,342▼2.4% | $5,207,444▲0.8% | $5,207,444▲0.8% | 990PF |
| 2020 | $139,847▼39.0% | $381,464▲13.2% | $5,168,571▼4.6% | $5,168,571▼4.6% | 990PF |
| 2019 | $229,262▼43.9% | $336,911▼3.4% | $5,420,344▼2.4% | $5,420,344▼2.4% | 990PF |
| 2018 | $408,569▼23.9% | $348,860▲12.2% | $5,552,867▲1.3% | $5,552,867▲1.3% | 990PF |
| 2017 | $536,922▲426% | $311,021▼2.4% | $5,480,492▲4.3% | $5,480,492▲4.3% | 990PF |
| 2016 | $101,990▼72.0% | $318,780▼4.2% | $5,255,751▼3.8% | $5,255,751▼3.8% | 990PF |
| 2015 | $364,119▼36.7% | $332,860▲1.4% | $5,463,015▲0.3% | $5,463,015▲0.3% | 990PF |
| 2014 | $575,001▼7.5% | $328,303▲11.0% | $5,444,808▲5.3% | $5,444,808▲5.3% | 990PF |
| 2013 | $621,746 | $295,808▼10.4% | $5,169,860▲6.7% | $5,169,860▲6.7% | 990PF |
| 2012 | — | $330,210▲12.2% | $4,843,922▼6.6% | $4,843,922▼6.6% | 990PF |
| 2011 | — | $294,259 | $5,188,110 | $5,188,110 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Frequently asked questions
- Is Charles H Phelps & Florence J Phelps Tr a legitimate nonprofit?
- Yes. Charles H Phelps & Florence J Phelps Tr is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 42-6481677, based in Milwaukee, Wisconsin. Donations are tax-deductible.
- What is Charles H Phelps & Florence J Phelps Tr's EIN?
- Charles H Phelps & Florence J Phelps Tr's Employer Identification Number (EIN) is 42-6481677.
- How much revenue does Charles H Phelps & Florence J Phelps Tr report?
- Charles H Phelps & Florence J Phelps Tr reported $303,711 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Charles H Phelps & Florence J Phelps Tr have?
- CharityIndex grades Charles H Phelps & Florence J Phelps Tr D, based on financial health (reserves and operating margin).
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Data for Charles H Phelps & Florence J Phelps Tr (EIN 42-6481677) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.