Frances R Wertzberger Charitable Tr
Only null% goes to programs Strong reserves Growing revenue
Frances R Wertzberger Charitable Tr is a 501(c)(3) organization based in Raleigh, North Carolina, registered in 1999, with $108,273 in FY2025 revenue. CharityIndex grades it C+.
2004 Alexander Rd, Raleigh, NC, 27608 EIN 59-7158689 Since 1999
Revenue (FY2025)
$108K
▲ 1.9% vs prior year
Philanthropy median: $168K
Expenses (FY2025)
$82K
Net assets
$692K
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 Frances R Wertzberger Charitable Tr— 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 rating101 mo reserves · +24% 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 Frances R Wertzberger Charitable Tr: 101 mo reserves · +24% 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 Frances R Wertzberger Charitable Tr— 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 Frances R Wertzberger Charitable Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 2004 Alexander Rd, Raleigh, NC, 27608
- City
- Raleigh
- State
- North Carolina
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $70K (FY2013) to $108K (FY2025) across 13 reported years.
Financial snapshot
Financial health & position (FY2025)
Liabilities $0Net assets $692K
Operating margin
24.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$692K
Total liabilities
$0
Net assets
$692K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $108,273▲1.9% | $81,980▲21.8% | $692,459▲3.9% | $692,459▲3.9% | 990PF |
| 2024 | $106,235▲118% | $67,291▼19.1% | $666,166▲6.2% | $666,166▲6.2% | 990PF |
| 2023 | $48,781▲40.5% | $83,146▲55.8% | $627,222▼5.2% | $627,222▼5.2% | 990PF |
| 2022 | $34,710▼51.1% | $53,371▼6.5% | $661,587▼2.7% | $661,587▼2.7% | 990PF |
| 2021 | $70,931▲275% | $57,101▼1.1% | $680,248▲2.1% | $680,248▲2.1% | 990PF |
| 2020 | $18,938▼79.1% | $57,725▲12.1% | $666,418▼5.5% | $666,418▼5.5% | 990PF |
| 2019 | $90,551▲18.6% | $51,488▼11.1% | $705,447▲5.9% | $705,447▲5.9% | 990PF |
| 2018 | $76,338▲42.8% | $57,948▲20.7% | $666,384▲2.8% | $666,384▲2.8% | 990PF |
| 2017 | $53,471▲23.6% | $48,016▼10.2% | $647,994▲0.8% | $647,994▲0.8% | 990PF |
| 2016 | $43,255▼22.7% | $53,467▲20.6% | $642,539▼1.7% | $642,539▼1.7% | 990PF |
| 2015 | $55,971▼32.3% | $44,321▼14.5% | $653,844▲1.6% | $653,844▲1.6% | 990PF |
| 2014 | $82,731▲19.0% | $51,820▲10.3% | $643,486▲4.9% | $643,486▲4.9% | 990PF |
| 2013 | $69,511 | $46,996▲3.9% | $613,302▲3.8% | $613,302▲3.8% | 990PF |
| 2012 | — | $45,235▲27.1% | $591,082▼1.0% | $591,082▼1.0% | 990PF |
| 2011 | — | $35,587▲29.2% | $596,874▼2.8% | $596,874▼2.8% | 990PF |
| 2010 | — | $27,551 | $613,880 | $613,880 | 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 Frances R Wertzberger Charitable Tr a legitimate nonprofit?
- Yes. Frances R Wertzberger Charitable Tr is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 59-7158689, based in Raleigh, North Carolina. Donations are tax-deductible.
- What is Frances R Wertzberger Charitable Tr's EIN?
- Frances R Wertzberger Charitable Tr's Employer Identification Number (EIN) is 59-7158689.
- How much revenue does Frances R Wertzberger Charitable Tr report?
- Frances R Wertzberger Charitable Tr reported $108,273 in total revenue on its fiscal year 2025 IRS Form 990 filing.
- What financial grade does Frances R Wertzberger Charitable Tr have?
- CharityIndex grades Frances R Wertzberger Charitable Tr C+, based on financial health (reserves and operating margin).
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Data for Frances R Wertzberger Charitable Tr (EIN 59-7158689) 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.