Bert L and Patricia S Steigleder Charitable Trust is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 1992, with $586,154 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$586K
▲ 74.2% vs prior year
Expenses (FY2024)
$612K
Net assets
$7.3M
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 Bert L and Patricia S Steigleder 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 Bert L and Patricia S Steigleder Charitable Trust: 142 mo reserves · -4% 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 Bert L and Patricia S Steigleder 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 Bert L and Patricia S Steigleder Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $872K (FY2013) to $586K (FY2024) across 10 reported years.
Financial snapshot
Operating margin
-4.5%
Spent more than it raised in the latest fiscal year.
Total assets
$7.3M
Total liabilities
$0
Net assets
$7.3M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $586,154▲74.2% | $612,400▲2.2% | $7,263,866▼0.4% | $7,263,866▼0.4% | 990PF |
| 2023 | $336,559▼13.5% | $599,421▼6.8% | $7,290,112▼3.5% | $7,290,112▼3.5% | 990PF |
| 2022 | $388,871▼20.3% | $642,819▼5.5% | $7,552,995▼3.3% | $7,552,995▼3.3% | 990PF |
| 2021 | $487,780▲34.1% | $679,920▲17.8% | $7,806,947▼2.4% | $7,806,947▼2.4% | 990PF |
| 2020 | $363,702▼31.6% | $577,044▼7.9% | $7,999,099▼2.6% | $7,999,099▼2.6% | 990PF |
| 2019 | $531,468▲36.3% | $626,302▲7.7% | $8,212,458▼1.1% | $8,212,458▼1.1% | 990PF |
| 2018 | $389,796▼61.4% | $581,642▼7.5% | $8,307,323▼2.3% | $8,307,323▼2.3% | 990PF |
| 2017 | $1,010,810▲64.1% | $628,537▼1.6% | $8,499,128▲4.8% | $8,499,128▲4.8% | 990PF |
| 2014 | $616,012▼29.4% | $638,824▲7.3% | $8,112,249▼0.3% | $8,112,249▼0.3% | 990PF |
| 2013 | $872,457 | $595,106▲7.8% | $8,134,988▲3.5% | $8,134,988▲3.5% | 990PF |
| 2012 | — | $552,209▼3.8% | $7,861,890▼1.4% | $7,861,890▼1.4% | 990PF |
| 2011 | — | $573,731▲10.8% | $7,970,567▼5.0% | $7,970,567▼5.0% | 990PF |
| 2010 | — | $517,733 | $8,388,580 | $8,388,580 | 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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Data for Bert L and Patricia S Steigleder Charitable Trust (EIN 39-6541246) 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.