Henry G & Norma A Peterson Charitable Trust
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Declining revenue
Henry G & Norma A Peterson Charitable Trust is a 501(c)(3) organization based in Milwaukee, Wisconsin, with $127,424 in FY2024 revenue. CharityIndex grades it D.
Po Box 634, Milwaukee, WI, 53201 EIN 42-6419255
Revenue (FY2024)
$127K
▲ 36.4% vs prior year
Expenses (FY2024)
$171K
Net assets
$1.9M
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 Henry G & Norma A Peterson 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 →
DFinancial health25% of the rating132 mo reserves · -34% 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 Henry G & Norma A Peterson Charitable Trust: 132 mo reserves · -34% 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 Henry G & Norma A Peterson 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 →
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 Henry G & Norma A Peterson Charitable Trust: 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 $141K (FY2013) to $127K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $1.9M
Operating margin
-34.5%
Spent more than it raised in the latest fiscal year.
Total assets
$1.9M
Total liabilities
$0
Net assets
$1.9M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $127,424▲36.4% | $171,345▲8.5% | $1,880,772▼2.3% | $1,880,772▼2.3% | 990PF |
| 2023 | $93,399▲12.4% | $157,863▼5.5% | $1,924,698▼3.2% | $1,924,698▼3.2% | 990PF |
| 2022 | $83,073▼82.9% | $166,998▼4.5% | $1,989,164▼4.0% | $1,989,164▼4.0% | 990PF |
| 2021 | $485,366▲440% | $174,915▲17.0% | $2,073,104▲17.6% | $2,073,104▲17.6% | 990PF |
| 2020 | $89,886▲10.3% | $149,490▲3.3% | $1,762,797▼3.3% | $1,762,797▼3.3% | 990PF |
| 2019 | $81,503▼57.6% | $144,757▲4.9% | $1,822,401▼3.4% | $1,822,401▼3.4% | 990PF |
| 2018 | $192,354▲115% | $138,001▼6.6% | $1,885,655▲3.0% | $1,885,655▲3.0% | 990PF |
| 2017 | $89,419▼2.2% | $147,794▲9.8% | $1,831,289▼3.1% | $1,831,289▼3.1% | 990PF |
| 2016 | $91,433▼70.8% | $134,556▼3.4% | $1,889,649▼2.2% | $1,889,649▼2.2% | 990PF |
| 2015 | $313,573▲23.7% | $139,362▼4.5% | $1,932,769▲9.9% | $1,932,769▲9.9% | 990PF |
| 2014 | $253,507▲79.7% | $145,936▲11.4% | $1,758,558▲6.8% | $1,758,558▲6.8% | 990PF |
| 2013 | $141,110 | $131,055▲9.2% | $1,645,987▲0.6% | $1,645,987▲0.6% | 990PF |
| 2012 | — | $120,037▼0.4% | $1,635,932▲1.7% | $1,635,932▲1.7% | 990PF |
| 2011 | — | $120,514▲9.5% | $1,608,416▼1.4% | $1,608,416▼1.4% | 990PF |
| 2010 | — | $110,049 | $1,631,436 | $1,631,436 | 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 Henry G & Norma A Peterson Charitable Trust a legitimate nonprofit?
- Yes. Henry G & Norma A Peterson Charitable Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 42-6419255, based in Milwaukee, Wisconsin. Donations are tax-deductible.
- What is Henry G & Norma A Peterson Charitable Trust's EIN?
- Henry G & Norma A Peterson Charitable Trust's Employer Identification Number (EIN) is 42-6419255.
- How much revenue does Henry G & Norma A Peterson Charitable Trust report?
- Henry G & Norma A Peterson Charitable Trust reported $127,424 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Henry G & Norma A Peterson Charitable Trust have?
- CharityIndex grades Henry G & Norma A Peterson Charitable Trust D, based on financial health (reserves and operating margin).
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Data for Henry G & Norma A Peterson Charitable Trust (EIN 42-6419255) 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.