Helen N Poston Charitable Trust is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 1992, with $368,051 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$368K
▲ 242.5% vs prior year
Expenses (FY2024)
$136K
Net assets
$2.1M
Employees
—
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 Helen N Poston Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
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 Helen N Poston Charitable Trust: 189 mo reserves · +63% margin earns a B+ on this criterion. See the exact thresholds →
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 Helen N Poston Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
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 Helen N Poston Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Revenue grew from $339K (FY2013) to $368K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
63.1%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.1M
Total liabilities
$0
Net assets
$2.1M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $368,051▲243% | $135,871▲7.9% | $2,136,715▲12.0% | $2,136,715▲12.0% | 990PF |
| 2023 | $107,455▲362% | $125,881▼3.9% | $1,907,026▼0.9% | $1,907,026▼0.9% | 990PF |
| 2022 | -$41,045▼120% | $130,939▼12.7% | $1,924,770▼8.2% | $1,924,770▼8.2% | 990PF |
| 2021 | $208,692▲559% | $149,912▲3.1% | $2,097,444▲2.8% | $2,097,444▲2.8% | 990PF |
| 2020 | $31,662▼77.5% | $145,355▼3.6% | $2,039,808▼5.3% | $2,039,808▼5.3% | 990PF |
| 2019 | $140,478▼15.3% | $150,858▲9.6% | $2,153,263▼0.5% | $2,153,263▼0.5% | 990PF |
| 2018 | $165,811▲91.3% | $137,582▲17.4% | $2,163,308▲1.3% | $2,163,308▲1.3% | 990PF |
| 2017 | $86,667▲43.3% | $117,148▼13.8% | $2,134,667▼1.5% | $2,134,667▼1.5% | 990PF |
| 2016 | $60,473▼66.2% | $135,926▼4.9% | $2,166,842▼3.4% | $2,166,842▼3.4% | 990PF |
| 2015 | $179,059▼50.7% | $142,998▼9.1% | $2,242,115▲1.7% | $2,242,115▲1.7% | 990PF |
| 2014 | $363,494▲7.2% | $157,387▲14.1% | $2,204,381▲10.2% | $2,204,381▲10.2% | 990PF |
| 2013 | $339,226 | $137,918▲9.6% | $1,999,508▲11.2% | $1,999,508▲11.2% | 990PF |
| 2012 | — | $125,806▲6.7% | $1,798,701▼2.3% | $1,798,701▼2.3% | 990PF |
| 2011 | — | $117,893▲1.2% | $1,840,335▲1.9% | $1,840,335▲1.9% | 990PF |
| 2010 | — | $116,456 | $1,805,309 | $1,805,309 | 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.
Explore more
Data for Helen N Poston Charitable Trust (EIN 43-1621702) 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.