Helen S Casey Trust 06604908
Only null% goes to programs Strong reserves Growing revenue
Helen S Casey Trust 06604908 is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 2005, with $131,344 in FY2024 revenue. CharityIndex grades it C+.
Po Box 634, Milwaukee, WI, 53201 EIN 37-6333851 Since 2005
Revenue (FY2024)
$131K
▲ 242.0% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$97K
Net assets
$1.3M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—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 Helen S Casey Trust 06604908— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating164 mo reserves · +26% 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 Helen S Casey Trust 06604908: 164 mo reserves · +26% margin earns a B+ 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 Helen S Casey Trust 06604908— 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 Helen S Casey Trust 06604908: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- Po Box 634, Milwaukee, WI, 53201
- City
- Milwaukee
- State
- Wisconsin
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $68K (FY2013) to $131K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $1.3M
Operating margin
26.4%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.3M
Total liabilities
$0
Net assets
$1.3M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $131,344▲242% | $96,681▼0.6% | $1,320,960▲2.7% | $1,320,960▲2.7% | 990PF |
| 2023 | $38,409▲405% | $97,255▼12.0% | $1,286,363▼4.4% | $1,286,363▼4.4% | 990PF |
| 2022 | -$12,584▼112% | $110,545▲9.8% | $1,345,417▼8.4% | $1,345,417▼8.4% | 990PF |
| 2021 | $103,278▲196% | $100,658▼19.4% | $1,469,105▲0.2% | $1,469,105▲0.2% | 990PF |
| 2020 | $34,833▼97.0% | $124,939▼7.5% | $1,466,491▼5.8% | $1,466,491▼5.8% | 990PF |
| 2019 | $1,171,291▲1722% | $135,046▲9.6% | $1,556,723▲199% | $1,556,723▲199% | 990PF |
| 2018 | $64,294▲15.8% | $123,261▼6.6% | $520,473▼10.2% | $520,473▼10.2% | 990PF |
| 2017 | $55,538▼5.6% | $131,924▼3.7% | $579,445▼11.6% | $579,445▼11.6% | 990PF |
| 2016 | $58,846▼29.7% | $137,029▲21.5% | $655,833▼10.6% | $655,833▼10.6% | 990PF |
| 2015 | $83,750▼61.1% | $112,735▲30.5% | $733,846▼3.5% | $733,846▼3.5% | 990PF |
| 2014 | $215,340▲215% | $86,374▲9.6% | $760,732▲20.3% | $760,732▲20.3% | 990PF |
| 2013 | $68,383 | $78,832▼1.5% | $632,101▼1.6% | $632,101▼1.6% | 990PF |
| 2012 | — | $80,042▲2.3% | $642,608▼2.0% | $642,608▼2.0% | 990PF |
| 2011 | — | $78,220 | $656,004 | $656,004 | 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.
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Frequently asked questions
- Is Helen S Casey Trust 06604908 a legitimate nonprofit?
- Yes. Helen S Casey Trust 06604908 is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 37-6333851, based in Milwaukee, Wisconsin. Donations are tax-deductible.
- What is Helen S Casey Trust 06604908's EIN?
- Helen S Casey Trust 06604908's Employer Identification Number (EIN) is 37-6333851.
- How much revenue does Helen S Casey Trust 06604908 report?
- Helen S Casey Trust 06604908 reported $131,344 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Helen S Casey Trust 06604908 have?
- CharityIndex grades Helen S Casey Trust 06604908 C+, based on financial health (reserves and operating margin).
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Data for Helen S Casey Trust 06604908 (EIN 37-6333851) 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.