Phoebe W Sime Trust For Pottstown High School
Only null% goes to programs Strong reserves
Phoebe W Sime Trust For Pottstown High School is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 2000, with $66,773 in FY2024 revenue. CharityIndex grades it C+.
Po Box 634, Milwaukee, WI, 53201 EIN 41-1863218 Since 2000
Revenue (FY2024)
$67K
▲ 16.7% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$63K
Net assets
$920K
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 Phoebe W Sime Trust For Pottstown High School— 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 rating176 mo reserves · +6% 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 Phoebe W Sime Trust For Pottstown High School: 176 mo reserves · +6% 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 Phoebe W Sime Trust For Pottstown High School— 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 Phoebe W Sime Trust For Pottstown High School: 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 $28K (FY2013) to $67K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $920K
Operating margin
6.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$920K
Total liabilities
$0
Net assets
$920K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $66,773▲16.7% | $62,570▼21.8% | $920,108▲0.5% | $920,108▲0.5% | 990PF |
| 2023 | $57,208▲73.3% | $79,983▼9.1% | $915,933▼2.5% | $915,933▼2.5% | 990PF |
| 2022 | $33,017▼53.8% | $87,973▲10.7% | $939,843▼5.6% | $939,843▼5.6% | 990PF |
| 2021 | $71,524▲44.1% | $79,498▲0.3% | $995,775▼0.8% | $995,775▼0.8% | 990PF |
| 2020 | $49,630▼25.3% | $79,251▼2.6% | $1,003,751▼3.0% | $1,003,751▼3.0% | 990PF |
| 2019 | $66,436▼17.5% | $81,370▼3.1% | $1,034,830▼1.6% | $1,034,830▼1.6% | 990PF |
| 2018 | $80,483▲22.1% | $83,971▼17.8% | $1,051,248▼0.4% | $1,051,248▼0.4% | 990PF |
| 2017 | $65,936▼85.1% | $102,210▲41.3% | $1,055,946▼3.3% | $1,055,946▼3.3% | 990PF |
| 2016 | $441,121▲401% | $72,344▼24.1% | $1,092,261▲50.9% | $1,092,261▲50.9% | 990PF |
| 2015 | $88,051▼39.2% | $95,285▼7.4% | $723,643▲2.6% | $723,643▲2.6% | 990PF |
| 2014 | $144,916▲413% | $102,941▲42.9% | $705,302▲2.4% | $705,366▲2.3% | 990PF |
| 2013 | $28,232 | $72,046▲25.0% | $688,798▼6.0% | $689,490▼5.9% | 990PF |
| 2012 | — | $57,656▲124% | $732,615▼4.6% | $732,626▼4.6% | 990PF |
| 2011 | — | $25,746▼64.5% | $767,707▲0.5% | $768,104▲0.6% | 990PF |
| 2010 | — | $72,473 | $763,532 | $763,727 | 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 Phoebe W Sime Trust For Pottstown High School a legitimate nonprofit?
- Yes. Phoebe W Sime Trust For Pottstown High School is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 41-1863218, based in Milwaukee, Wisconsin. Donations are tax-deductible.
- What is Phoebe W Sime Trust For Pottstown High School's EIN?
- Phoebe W Sime Trust For Pottstown High School's Employer Identification Number (EIN) is 41-1863218.
- How much revenue does Phoebe W Sime Trust For Pottstown High School report?
- Phoebe W Sime Trust For Pottstown High School reported $66,773 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Phoebe W Sime Trust For Pottstown High School have?
- CharityIndex grades Phoebe W Sime Trust For Pottstown High School C+, based on financial health (reserves and operating margin).
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Data for Phoebe W Sime Trust For Pottstown High School (EIN 41-1863218) 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.