Ralph A Borgelt Trust First National Bani & Trust Co
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Declining revenue
Ralph A Borgelt Trust First National Bani & Trust Co is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 1979, with $39,984 in FY2024 revenue. CharityIndex grades it F.
Po Box 634, Milwaukee, WI, 53201 EIN 47-6048372 Since 1979
Revenue (FY2024)
$40K
▼ 7.5% vs prior year
Expenses (FY2024)
$81K
Net assets
$1.1M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
F
—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 Ralph A Borgelt Trust First National Bani & Trust Co— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
FFinancial health25% of the rating162 mo reserves · -102% 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 Ralph A Borgelt Trust First National Bani & Trust Co: 162 mo reserves · -102% margin earns a F 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 Ralph A Borgelt Trust First National Bani & Trust Co— 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 Ralph A Borgelt Trust First National Bani & Trust Co: 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 $93K (FY2013) to $40K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $1.1M
Operating margin
-101.9%
Spent more than it raised in the latest fiscal year.
Total assets
$1.1M
Total liabilities
$0
Net assets
$1.1M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $39,984▼7.5% | $80,709▼7.6% | $1,090,568▼3.6% | $1,090,568▼3.6% | 990PF |
| 2023 | $43,206▼13.6% | $87,338▼6.1% | $1,131,287▼3.8% | $1,131,287▼3.8% | 990PF |
| 2022 | $50,034▼74.6% | $93,034▲15.6% | $1,175,554▼3.5% | $1,175,554▼3.5% | 990PF |
| 2021 | $196,647▲772% | $80,457▲3.1% | $1,218,571▲10.5% | $1,218,571▲10.5% | 990PF |
| 2020 | $22,559▼39.7% | $78,032▼4.7% | $1,102,387▼4.8% | $1,102,387▼4.8% | 990PF |
| 2019 | $37,415▼42.9% | $81,866▼6.6% | $1,157,860▼3.7% | $1,157,860▼3.7% | 990PF |
| 2018 | $65,550▲20.9% | $87,660▲11.9% | $1,202,348▼1.8% | $1,202,348▼1.8% | 990PF |
| 2017 | $54,237▲48.9% | $78,327▼10.2% | $1,224,460▼1.9% | $1,224,460▼1.9% | 990PF |
| 2016 | $36,433▲0.4% | $87,177▲7.4% | $1,248,567▼3.9% | $1,248,567▼3.9% | 990PF |
| 2015 | $36,298▼70.1% | $81,156▲6.1% | $1,299,301▼3.3% | $1,299,301▼3.3% | 990PF |
| 2014 | $121,285▲30.2% | $76,517▼15.3% | $1,344,248▲3.4% | $1,344,248▲3.3% | 990PF |
| 2013 | $93,180 | $90,289▲5.6% | $1,299,484▲0.2% | $1,300,986▲0.3% | 990PF |
| 2012 | — | $85,486▲24.9% | $1,296,591▼5.4% | $1,296,591▼5.4% | 990PF |
| 2011 | — | $68,422▲11.2% | $1,370,212▲6.1% | $1,370,212▲6.1% | 990PF |
| 2010 | — | $61,545 | $1,291,861 | $1,291,861 | 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 Ralph A Borgelt Trust First National Bani & Trust Co a legitimate nonprofit?
- Yes. Ralph A Borgelt Trust First National Bani & Trust Co is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 47-6048372, based in Milwaukee, Wisconsin. Donations are tax-deductible.
- What is Ralph A Borgelt Trust First National Bani & Trust Co's EIN?
- Ralph A Borgelt Trust First National Bani & Trust Co's Employer Identification Number (EIN) is 47-6048372.
- How much revenue does Ralph A Borgelt Trust First National Bani & Trust Co report?
- Ralph A Borgelt Trust First National Bani & Trust Co reported $39,984 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Ralph A Borgelt Trust First National Bani & Trust Co have?
- CharityIndex grades Ralph A Borgelt Trust First National Bani & Trust Co F, based on financial health (reserves and operating margin).
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Data for Ralph A Borgelt Trust First National Bani & Trust Co (EIN 47-6048372) 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.