SIEBERT LUTHERAN FOUNDATION INC
Cite this
Plain text SIEBERT LUTHERAN FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2020–2024. https://furp.org/org/siebert-lutheran-foundation-inc-396050046. Retrieved 2026-11-01.
APA furp.org. (n.d.). SIEBERT LUTHERAN FOUNDATION INC [Nonprofit organization profile; tax years 2020–2024]. Retrieved November 1, 2026, from https://furp.org/org/siebert-lutheran-foundation-inc-396050046
MLA “SIEBERT LUTHERAN FOUNDATION INC.” furp.org, tax years 2020–2024, https://furp.org/org/siebert-lutheran-foundation-inc-396050046. Accessed 1 Nov. 2026.
Retrieved 2026-11-01; covers tax years 2020–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990PF · revenue $12.3M · expenses $6.4M · assets $128.6M
- EIN
- 39-6050046
- Address
- 758 N 27TH STREET, MILWAUKEE, WI 53208-3541
- Website
- WWW.SIEBERTFOUNDATION.ORG
- NTEE code
- -
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- June 1955 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
24 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Charlotte John-Gomez | PRESIDENT & CEO | 2020-2024 | $253,733 | $1,262,719 | 1 |
| Michelle Burmeister | PROGRAM DIRECTOR | 2020-2024 | $147,341 | $616,886 | 1 |
| Sarah Gilday | DIRECTOR OF PHILANTH | 2022-2024 | $168,317 | $472,835 | 1 |
| Jaquita Montgomery | SENIOR OPERATIONS SP | 2020-2024 | $83,294 | $398,473 | 1 |
| Kalyani Grasso | DIRECTOR OF COMM & P | 2021-2024 | $101,716 | $333,656 | 1 |
| Dr Joan M Prince | BOARD CHAIR | 2020-2024 | $13,750 | $63,250 | 8 |
| Kurtiss R Krueger | TREASURER | 2020-2024 | $13,750 | $62,750 | 1 |
| David J Rodgers | DIRECTOR | 2020-2024 | $13,750 | $62,750 | 1 |
| Derek Tyus | DIRECTOR | 2020-2024 | $12,000 | $61,000 | 17 |
| Dr Emily Van Dunk | VICE-CHAIR & SECRETARY | 2020-2024 | $13,750 | $61,000 | 1 |
| Julie Van Cleave | DIRECTOR | 2020-2024 | $13,750 | $61,000 | 1 |
| Abigail Schumwinger | DIRECTOR | 2020-2024 | $13,750 | $61,000 | 1 |
| Kurt Bechthold | DIRECTOR | 2020-2024 | $12,000 | $59,250 | 3 |
| Deni D Naumann | DIRECTOR | 2020-2024 | $0 | $49,000 | 1 |
| Thomas J Kammerait | DIRECTOR | 2020-2024 | $0 | $44,750 | 1 |
| Patricia Contreras | DIRECTOR | 2023-2024 | $13,750 | $26,250 | 1 |
| Catherine Jacobson | DIRECTOR | 2023-2024 | $12,000 | $24,000 | 16 |
| Eric Tillich | DIRECTOR | 2024 | $10,750 | $10,750 | 1 |
| Edgar Russell (former) | IMPACT DIRECTOR & PR | 2020-2023 | $118,167 | $438,452 | 1 |
| John C Sellars (former) | DIRECTOR | 2020-2023 | $13,750 | $47,500 | 1 |
| John C Zimdars Jr (former) | DIRECTOR (PART-YEAR) | 2020-2023 | $3,000 | $38,250 | 1 |
| Ronald Jones (former) | PAST PRESIDENT - RETIRED | 2020 | $32,225 | $32,225 | 1 |
| Cathy Jacobson (former) | DIRECTOR | 2021-2022 | $10,250 | $19,250 | 5 |
| Knute Jacobson (former) | DIRECTOR | 2020-2021 | $2,500 | $12,500 | 1 |
People by year
2024 · 18 people listed · 16 paid, $897K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHARLOTTE JOHN-GOMEZ | PRESIDENT & CEO | 40 | $221,111 | - | $32,622 | $253,733 | 1 |
| SARAH GILDAY | DIRECTOR OF PHILANTH | 40 | $146,833 | - | $21,484 | $168,317 | 1 |
| MICHELLE BURMEISTER | PROGRAM DIRECTOR | 40 | $128,990 | - | $18,351 | $147,341 | 1 |
| KALYANI GRASSO | DIRECTOR OF COMM & P | 40 | $89,321 | - | $12,395 | $101,716 | 1 |
| JAQUITA MONTGOMERY | SENIOR OPERATIONS SP | 40 | $72,826 | - | $10,468 | $83,294 | 1 |
| DR JOAN M PRINCE | BOARD CHAIR | 4 | $13,750 | - | $0 | $13,750 | 8 |
| DR EMILY VAN DUNK | VICE-CHAIR & SECRETARY | 4 | $13,750 | - | $0 | $13,750 | 1 |
| KURTISS R KRUEGER | TREASURER | 4 | $13,750 | - | $0 | $13,750 | 1 |
| PATRICIA CONTRERAS | DIRECTOR | 2 | $13,750 | - | $0 | $13,750 | 1 |
| JULIE VAN CLEAVE | DIRECTOR | 2 | $13,750 | - | $0 | $13,750 | 1 |
| DAVID J RODGERS | DIRECTOR | 2 | $13,750 | - | $0 | $13,750 | 1 |
| ABIGAIL SCHUMWINGER | DIRECTOR | 2 | $13,750 | - | $0 | $13,750 | 1 |
| KURT BECHTHOLD | DIRECTOR | 2 | $12,000 | - | $0 | $12,000 | 3 |
| CATHERINE JACOBSON | DIRECTOR | 2 | $12,000 | - | $0 | $12,000 | 16 |
| DEREK TYUS | DIRECTOR | 2 | $12,000 | - | $0 | $12,000 | 17 |
| ERIC TILLICH | DIRECTOR | 2 | $10,750 | - | $0 | $10,750 | 1 |
| THOMAS J KAMMERAIT | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
| DENI D NAUMANN | DIRECTOR | 2 | $0 | - | $0 | $0 | 1 |
2023 · 20 people listed · 20 paid, $1.1M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHARLOTTE JOHN-GOMEZ | PRESIDENT | 40 | $203,250 | - | $76,758 | $280,008 | 1 |
| SARAH GILDAY | DIRECTOR OF PHILANTH | 40 | $135,850 | - | $54,443 | $190,293 | 1 |
| MICHELLE BURMEISTER | PROGRAM DIRECTOR | 40 | $115,775 | - | $47,500 | $163,275 | 1 |
| EDGAR RUSSELL | IMPACT DIRECTOR & PR | 40 | $101,345 | - | $16,822 | $118,167 | 1 |
| KALYANI GRASSO | DIRECTOR OF COMM & P | 40 | $78,375 | - | $12,812 | $91,187 | 1 |
| JAQUITA MONTGOMERY | OPERATIONS SPECIALIS | 40 | $65,835 | - | $20,389 | $86,224 | 1 |
| DR JOAN M PRINCE | BOARD CHAIR | 4 | $13,750 | - | $0 | $13,750 | 8 |
| KURTISS R KRUEGER | TREASURER | 4 | $13,750 | - | $0 | $13,750 | 1 |
| DENI D NAUMANN | DIRECTOR | 2 | $13,750 | - | $0 | $13,750 | 1 |
| JULIE VAN CLEAVE | DIRECTOR | 2 | $13,750 | - | $0 | $13,750 | 1 |
| KURT BECHTHOLD | DIRECTOR | 2 | $13,750 | - | $0 | $13,750 | 3 |
| DAVID J RODGERS | DIRECTOR | 2 | $13,750 | - | $0 | $13,750 | 1 |
| ABIGAIL SCHUMWINGER | DIRECTOR | 2 | $13,750 | - | $0 | $13,750 | 1 |
| JOHN C SELLARS | DIRECTOR | 2 | $13,750 | - | $0 | $13,750 | 1 |
| DEREK TYUS | DIRECTOR | 2 | $13,750 | - | $0 | $13,750 | 17 |
| PATRICIA CONTRERAS | DIRECTOR (PART-YEAR) | 2 | $12,500 | - | $0 | $12,500 | 1 |
| DR EMILY VAN DUNK | VICE-CHAIR & SECRETARY | 4 | $12,000 | - | $0 | $12,000 | 1 |
| THOMAS J KAMMERAIT | DIRECTOR | 2 | $12,000 | - | $0 | $12,000 | 1 |
| CATHERINE JACOBSON | DIRECTOR | 2 | $12,000 | - | $0 | $12,000 | 16 |
| JOHN C ZIMDARS JR | DIRECTOR (PART-YEAR) | 2 | $3,000 | - | $0 | $3,000 | 1 |
2022 · 19 people listed · 19 paid, $956K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHARLOTTE JOHN-GOMEZ | PRESIDENT | 40 | $188,500 | - | $73,052 | $261,552 | 1 |
| MICHELLE BURMEISTER | PROGRAM DIRECTOR | 40 | $98,627 | - | $43,063 | $141,690 | 1 |
| SARAH GILDAY | DIRECTOR OF PHILANTH | 40 | $91,667 | - | $22,558 | $114,225 | 1 |
| EDGAR RUSSELL | IMPACT DIRECTOR & PR | 40 | $93,425 | - | $15,988 | $109,413 | 1 |
| JAQUITA MONTGOMERY | OPERATIONS SPECIALIS | 40 | $61,803 | - | $19,319 | $81,122 | 1 |
| KALYANI GRASSO | DIRECTOR OF COMM & P | 40 | $67,797 | - | $11,226 | $79,023 | 1 |
| THOMAS KAMMERAIT | CHAIR | 4 | $13,750 | - | $0 | $13,750 | 1 |
| DR JOAN M PRINCE | VICE CHAIR - SECRETARY | 4 | $13,750 | - | $0 | $13,750 | 8 |
| KURTISS KRUEGER | TREASURER | 4 | $13,750 | - | $0 | $13,750 | 1 |
| DENI NAUMANN | DIRECTOR | 2 | $13,750 | - | $0 | $13,750 | 1 |
| DAVID RODGERS | DIRECTOR | 2 | $13,750 | - | $0 | $13,750 | 1 |
| DEREK TYUS | DIRECTOR | 2 | $13,750 | - | $0 | $13,750 | 17 |
| DR EMILY VAN DUNK | DIRECTOR | 2 | $13,750 | - | $0 | $13,750 | 1 |
| JOHN C ZIMDARS JR | DIRECTOR | 2 | $13,750 | - | $0 | $13,750 | 1 |
| JOHN SELLARS | DIRECTOR | 2 | $12,250 | - | $0 | $12,250 | 1 |
| JULIE VAN CLEAVE | DIRECTOR | 4 | $12,000 | - | $0 | $12,000 | 1 |
| KURT BECHTHOLD | DIRECTOR | 2 | $12,000 | - | $0 | $12,000 | 3 |
| ABIGAIL SCHUMWINGER | DIRECTOR | 2 | $12,000 | - | $0 | $12,000 | 1 |
| CATHY JACOBSON | DIRECTOR | 2 | $10,250 | - | $0 | $10,250 | 5 |
2021 · 19 people listed · 19 paid, $732K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHARLOTTE JOHN-GOMEZ | PRESIDENT | 40 | $175,111 | - | $70,385 | $245,496 | 1 |
| EDGAR RUSSELL | IMPACT & PROGRAM DIR | 40 | $92,849 | - | $15,330 | $108,179 | 1 |
| MICHELLE BURMEISTER | COMM DIRECTOR & PROG | 28 | $73,721 | - | $17,967 | $91,688 | 1 |
| JAQUITA MONTGOMERY | OPERATIONS SPECIALIS | 40 | $56,983 | - | $18,314 | $75,297 | 1 |
| KALYANI GRASSO | PROGRAM OFFICER | 25 | $52,994 | - | $8,736 | $61,730 | 1 |
| DR JOAN M PRINCE | VICE CHAIR - SECRETARY | 4 | $12,000 | - | $0 | $12,000 | 8 |
| DENI NAUMANN | CHAIR | 4 | $11,500 | - | $0 | $11,500 | 1 |
| THOMAS KAMMERAIT | CHAIR | 4 | $11,500 | - | $0 | $11,500 | 1 |
| JULIE VAN CLEAVE | TREASURER | 4 | $11,500 | - | $0 | $11,500 | 1 |
| KURTISS KRUEGER | TREASURER | 4 | $11,500 | - | $0 | $11,500 | 1 |
| KURT BECHTHOLD | DIRECTOR | 2 | $11,500 | - | $0 | $11,500 | 3 |
| DAVID RODGERS | DIRECTOR | 2 | $11,500 | - | $0 | $11,500 | 1 |
| ABIGAIL SCHUMWINGER | DIRECTOR | 2 | $11,500 | - | $0 | $11,500 | 1 |
| JOHN SELLARS | DIRECTOR | 2 | $11,500 | - | $0 | $11,500 | 1 |
| DEREK TYUS | DIRECTOR | 2 | $11,500 | - | $0 | $11,500 | 17 |
| DR EMILY VAN DUNK | DIRECTOR | 2 | $11,500 | - | $0 | $11,500 | 1 |
| JOHN C ZIMDARS JR | DIRECTOR | 2 | $11,500 | - | $0 | $11,500 | 1 |
| CATHY JACOBSON | DIRECTOR | 2 | $9,000 | - | $0 | $9,000 | 5 |
| KNUTE JACOBSON | DIRECTOR | 2 | $2,500 | - | $0 | $2,500 | 1 |
2020 · 18 people listed · 18 paid, $630K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHARLOTTE JOHN-GOMEZ | PRESIDENT | 40 | $161,250 | - | $60,680 | $221,930 | 1 |
| EDGAR RUSSELL | IMPACT & PROGRAM DIR | 40 | $88,395 | - | $14,298 | $102,693 | 1 |
| MICHELLE BURMEISTER | COMM DIRECTOR & PROG | 28 | $62,477 | - | $10,415 | $72,892 | 1 |
| JAQUITA MONTGOMERY | OPERATIONS SPECIALIS | 40 | $55,026 | - | $17,510 | $72,536 | 1 |
| RONALD JONES | PAST PRESIDENT - RETIRED | 1 | $32,225 | - | $0 | $32,225 | 1 |
| DENI NAUMANN | CHAIR | 4 | $10,000 | - | $0 | $10,000 | 1 |
| JULIE VAN CLEAVE | TREASURER | 4 | $10,000 | - | $0 | $10,000 | 1 |
| KURT BECHTHOLD | DIRECTOR | 2 | $10,000 | - | $0 | $10,000 | 3 |
| KNUTE JACOBSON | DIRECTOR | 2 | $10,000 | - | $0 | $10,000 | 1 |
| KURTISS KRUEGER | DIRECTOR | 2 | $10,000 | - | $0 | $10,000 | 1 |
| DR JOAN M PRINCE | DIRECTOR | 2 | $10,000 | - | $0 | $10,000 | 8 |
| DAVID RODGERS | DIRECTOR | 2 | $10,000 | - | $0 | $10,000 | 1 |
| ABIGAIL SCHUMWINGER | DIRECTOR | 2 | $10,000 | - | $0 | $10,000 | 1 |
| JOHN SELLARS | DIRECTOR | 2 | $10,000 | - | $0 | $10,000 | 1 |
| DEREK TYUS | DIRECTOR | 2 | $10,000 | - | $0 | $10,000 | 17 |
| DR EMILY VAN DUNK | DIRECTOR | 2 | $10,000 | - | $0 | $10,000 | 1 |
| JOHN C ZIMDARS JR | DIRECTOR | 2 | $10,000 | - | $0 | $10,000 | 1 |
| THOMAS KAMMERAIT | VICE CHAIR - SECRETARY | 4 | $7,500 | - | $0 | $7,500 | 1 |
Highest-paid independent contractors
2024 · 4 contractors · $393K
| Name | Location | Service | Paid |
|---|---|---|---|
| PRUDENTIAL TRUST COMPANY | NEW YORK, NY | INVESTMENT ADVISOR | $120,556 |
| NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC | BOSTON, MA | INVESTMENT ADVISOR | $99,481 |
| MERCER | BOSTON, MA | INVESTMENT ADVISOR | $96,286 |
| CLIFTONLARSONALLEN LLP | WAUWATOSA, WI | ACCOUNTING | $76,387 |
2023 · 5 contractors · $378K
| Name | Location | Service | Paid |
|---|---|---|---|
| PRUDENTIAL TRUST COMPANY | NEW YORK, NY | INVESTMENT ADVISOR | $96,278 |
| NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC | BOSTON, MA | INVESTMENT ADVISOR | $91,775 |
| CLIFTONLARSONALLEN LLP | WAUWATOSA, WI | ACCOUNTING | $83,789 |
| BRENDA MOORE AND ASSOCIATES LLC | CARVER, MN | COACHING | $55,513 |
| MERCER | BOSTON, MA | INVESTMENT ADVISOR | $51,116 |
2022 · 4 contractors · $327K
| Name | Location | Service | Paid |
|---|---|---|---|
| CLIFTONLARSONALLEN LLP | WAUWATOSA, WI | ACCOUNTING | $101,294 |
| MERCER | BOSTON, MA | INVESTMENT ADVISOR | $80,293 |
| PRUDENTIAL | CINCINNATI, OH | INVESTMENT ADVISOR | $76,809 |
| MELLON INVESTMENTS CO (NEWTON INVESTMENT MGMT) | WOBURN, MA | INVESTMENT ADVISOR | $68,265 |
2021 · 5 contractors · $552K
| Name | Location | Service | Paid |
|---|---|---|---|
| JENNISON | MOOSIE, PA | INVESTMENT ADVISOR | $173,322 |
| MELLON INVESTMENTS CORPORATION | WOBURN, MA | INVESTMENT ADVISOR | $138,117 |
| MERCER | BOSTON, MA | INVESTMENT ADVISOR | $119,157 |
| CLIFTONLARSONALLEN LLP | WAUWATOSA, WI | ACCOUNTING | $69,665 |
| WELLINGTON TRUST COMPANY NA | BOSTON, MA | INVESTMENT ADVISOR | $51,610 |
2020 · 3 contractors · $266K
| Name | Location | Service | Paid |
|---|---|---|---|
| JENNISON | MOOSIE, PA | INVESTMENT ADVISOR | $112,498 |
| MELLON INVESTMENTS CORPORATION | WOBURN, MA | INVESTMENT ADVISOR | $80,463 |
| CLIFTONLARSONALLEN LLP | WAUWATOSA, WI | ACCOUNTING | $73,241 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 92 grants to organizations · $4.3M
Listed grants add up to $4,296,019; the return's “grants paid” expense line says $4,070,170. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 98 grants to organizations · $4.5M
Listed grants add up to $4,497,576; the return's “grants paid” expense line says $4,232,576. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 90 grants to organizations · $4.4M
Listed grants add up to $4,431,026; the return's “grants paid” expense line says $4,240,977. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 100 grants to organizations · $4.5M
Listed grants add up to $4,476,340; the return's “grants paid” expense line says $4,750,440. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 85 grants to organizations · $4.0M
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2024 · 17 contributors · $307K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 12 | THE KAMMERAIT AND NEMETH FAMILIES | Person | MILWAUKEE, WI | $83,600 | - | Form 990PF Sch. B, 2024 · filing |
| 13 | LORI AND KURT BECHTHOLD | Person | MEQUON, WI | $83,000 | - | Form 990PF Sch. B, 2024 · filing |
| 11 | CHRISTIE AND BILL KRUGLER | Person | WHITEFISH BAY, WI | $20,000 | - | Form 990PF Sch. B, 2024 · filing |
| 1 | DEBBIE AND JAMES BIRENBAUM | Person | PLYMOUTH, WI | $12,500 | - | Form 990PF Sch. B, 2024 · filing |
| 15 | JACQUELINE AND DANIEL ROBINSON | Person | LOMIRA, WI | $12,500 | - | Form 990PF Sch. B, 2024 · filing |
| 16 | LAURIE AND TIM ROWINSKY | Person | APPLETON, WI | $12,500 | - | Form 990PF Sch. B, 2024 · filing |
| 17 | ROBIN AND ERIC HONISH | Person | PORT WASHINGTON, WI | $12,500 | - | Form 990PF Sch. B, 2024 · filing |
| 9 | MARS FAMILY FOUNDATION Fuzzy 0.85 | Organization or other | FRANKLIN, WI | $10,000 | - | Form 990PF Sch. B, 2024 · filing |
| 7 | CATHY AND GREG BUCK | Person | BROOKFIELD, WI | $8,998 | $8,998 | Form 990PF Sch. B, 2024 · filing |
| 5 | WE RAISE | Organization or other | ITASCA, IL | $8,850 | - | Form 990PF Sch. B, 2024 · filing |
| 6 | THE KAMMERAIT AND NEMETH FAMILIES | Person | MILWAUKEE, WI | $7,500 | - | Form 990PF Sch. B, 2024 · filing |
| 3 | BRENDA SKELTON-BENDTSEN AND JAMES B | Person | BIG BEND, WI | $7,000 | - | Form 990PF Sch. B, 2024 · filing |
| 4 | DR EMILY VAN DUNK AND ERIK LEE | Person | MILWAUKEE, WI | $7,000 | - | Form 990PF Sch. B, 2024 · filing |
| 14 | ERIC AND LORI LORENZ | Person | MEQUON, WI | $6,000 | - | Form 990PF Sch. B, 2024 · filing |
| 10 | CATHERINE AND ERIC JACOBSON | Person | BROOKFIELD, WI | $5,486 | $5,486 | Form 990PF Sch. B, 2024 · filing |
| 2 | JODI AND MATT BUROW | Person | WEST BEND, WI | $5,000 | - | Form 990PF Sch. B, 2024 · filing |
| 8 | DEREK TYUS | Person | MILWAUKEE, WI | $5,000 | - | Form 990PF Sch. B, 2024 · filing |
2023 · 9 contributors · $149K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | KURT AND LORI BECHTHOLD | Person | MEQUON, WI | $33,000 | - | Form 990PF Sch. B, 2023 · filing |
| 7 | JANE AND THOMAS KAMMERAIT | Person | HARTLAND, WI | $32,000 | - | Form 990PF Sch. B, 2023 · filing |
| 6 | JOHN AND PEGGY ZIMDARS | Person | MADISON, WI | $25,000 | - | Form 990PF Sch. B, 2023 · filing |
| 2 | WILLIAM AND CHRISTIE KRUGLER | Person | WHITEFISH BAY, WI | $20,000 | - | Form 990PF Sch. B, 2023 · filing |
| 4 | CATHERINE AND ERIC JACOBSON | Person | BROOKFIELD, WI | $12,528 | $12,528 | Form 990PF Sch. B, 2023 · filing |
| 3 | BRENDA SKELTON AND JIM BENDTSEN | Person | BIG BEND, WI | $7,500 | - | Form 990PF Sch. B, 2023 · filing |
| 9 | CAITLIN NEMETH | Person | KENILWORTH, IL | $6,500 | - | Form 990PF Sch. B, 2023 · filing |
| 5 | TODD AND CYNTHIA WITTE | Person | CEDARBURG, WI | $6,000 | - | Form 990PF Sch. B, 2023 · filing |
| 8 | LORI LORENZ | Person | MEQUON, WI | $6,000 | - | Form 990PF Sch. B, 2023 · filing |
2022 · 9 contributors · $123K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 8 | JANE AND THOMAS KAMMERAIT | Person | HARTLAND, WI | $27,000 | - | Form 990PF Sch. B, 2022 · filing |
| 1 | KURT AND LORI BECHTHOLD | Person | MEQUON, WI | $24,000 | - | Form 990PF Sch. B, 2022 · filing |
| 2 | WILLIAM AND CHRISTIE KRUGLER | Person | WHITEFISH BAY, WI | $19,150 | - | Form 990PF Sch. B, 2022 · filing |
| 4 | CATHERINE AND ERIC JACOBSON | Person | BROOKFIELD, WI | $12,549 | $12,549 | Form 990PF Sch. B, 2022 · filing |
| 3 | BRENDA SKELTON AND JIM BENDTSEN | Person | BIG BEND, WI | $12,500 | - | Form 990PF Sch. B, 2022 · filing |
| 7 | JOHN AND PEGGY ZIMDARS | Person | MADISON, WI | $10,000 | - | Form 990PF Sch. B, 2022 · filing |
| 9 | MARS FAMILY FOUNDATION Fuzzy 0.85 | Organization or other | FRANKLIN, WI | $6,500 | - | Form 990PF Sch. B, 2022 · filing |
| 6 | TODD AND CYNTHIA WITTE | Person | SAUKVILLE, WI | $6,000 | - | Form 990PF Sch. B, 2022 · filing |
| 5 | JOHN AND KIRSTIE PAHMEIER | Person | MEQUON, WI | $5,000 | - | Form 990PF Sch. B, 2022 · filing |
2021 · 10 contributors · $116K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 2 | KAMMERAIT FAMILY | Person | HARTLAND, WI | $23,500 | - | Form 990PF Sch. B, 2021 · filing |
| 1 | KURT AND LORI BECHTHOLD | Person | MEQUON, WI | $15,000 | - | Form 990PF Sch. B, 2021 · filing |
| 5 | BRENDA SKELTON AND JIM BENDTSEN | Person | BIG BEND, WI | $14,500 | - | Form 990PF Sch. B, 2021 · filing |
| 6 | CATHERINE AND ERIC JACOBSON | Person | BROOKFIELD, WI | $12,318 | $10,318 | Form 990PF Sch. B, 2021 · filing |
| 8 | ABIGAIL AND MATTHEW SCHUMWINGER | Person | MILWAUKEE, WI | $10,156 | $10,156 | Form 990PF Sch. B, 2021 · filing |
| 3 | WILLIAM AND CHRISTIE KRUGLER | Person | WHITEFISH BAY, WI | $10,000 | - | Form 990PF Sch. B, 2021 · filing |
| 7 | JOHN AND KIRSTIE PAHMEIER | Person | MEQUON, WI | $10,000 | - | Form 990PF Sch. B, 2021 · filing |
| 10 | JOHN AND PEGGY ZIMDARS | Person | MADISON, WI | $10,000 | - | Form 990PF Sch. B, 2021 · filing |
| 9 | TODD AND CYNTHIA WITTE | Person | SAUKVILLE, WI | $6,000 | - | Form 990PF Sch. B, 2021 · filing |
| 4 | JULIE AND JAY VAN CLEAVE | Person | ELM GROVE, WI | $5,000 | - | Form 990PF Sch. B, 2021 · filing |
2020 · 7 contributors · $146K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | KURT LORI BECHTHOLD | Person | MEQUON, WI | $100,000 | - | Form 990PF Sch. B, 2020 · filing |
| 2 | KAMMERAIT FAMILY | Person | MEQUON, WI | $15,750 | - | Form 990PF Sch. B, 2020 · filing |
| 3 | WILLIAM AND CHRISTIE KRUGLER | Person | WHITEFISH BAY, WI | $10,000 | - | Form 990PF Sch. B, 2020 · filing |
| 7 | DENI MICHAEL NAUMANN | Person | VERONA, WI | $5,324 | $5,291 | Form 990PF Sch. B, 2020 · filing |
| 4 | JULIE AND JAY VAN CLEAVE | Person | ELM GROVE, WI | $5,000 | - | Form 990PF Sch. B, 2020 · filing |
| 5 | BECHTHOLD FAMILY | Person | MEQUON, WI | $5,000 | - | Form 990PF Sch. B, 2020 · filing |
| 6 | BRENDA SKELTON JIM BENDTSEN | Person | BIG BEND, WI | $5,000 | - | Form 990PF Sch. B, 2020 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $12,257,054 | $6,447,974 | $128,553,017 | $127,827,826 | $310,185 | - | $297,530 | - | - |
| 2023 · Form 990PF | ||||||||
| $5,611,210 | $6,592,776 | $118,579,599 | $117,893,505 | $234,598 | - | $378,500 | - | - |
| 2022 · Form 990PF | ||||||||
| $3,041,455 | $6,319,072 | $93,978,925 | $92,815,655 | $209,756 | - | $430,052 | - | - |
| 2021 · Form 990PF | ||||||||
| $11,548,581 | $6,722,773 | $97,193,025 | $96,093,276 | $136,848 | - | $393,997 | - | - |
| 2020 · Form 990PF | ||||||||
| $22,880,742 | $5,815,856 | $91,978,411 | $91,978,411 | $155,925 | - | $320,975 | - | - |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- VERSITI BLOOD HEALTH INC Milwaukee, WI · 2 people in common (Derek Tyus, Dr Joan M Prince)
- VERSITI ILLINOIS INC Aurora, IL · 2 people in common (Derek Tyus, Dr Joan M Prince)
- UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC Milwaukee, WI · 2 people in common (Catherine Jacobson, Dr Joan M Prince)
- ZOOLOGICAL SOCIETY OF MILWAUKEE COUNTY Milwaukee, WI · 2 people in common (Derek Tyus, Dr Joan M Prince)
- METROPOLITAN MILWAUKEE ASSOCIATION OF COMMERCE Milwaukee, WI · 2 people in common (Catherine Jacobson, Kurt Bechthold)
- FROEDTERT THEDACARE HEALTH INC Milwaukee, WI · 1 person in common (Catherine Jacobson)
- FROEDTERT SOUTH INC Kenosha, WI · 1 person in common (Catherine Jacobson)
- FROEDTERT & THE MEDICAL COLLEGE OF WISCONSIN COMMUNITY PHYSICIANS INC Menomonee Falls, WI · 1 person in common (Catherine Jacobson)
- CHILDRENS HOSPITAL OF WISCONSIN FOUNDATION INC Boston, MA · 1 person in common (Derek Tyus)
- VERSITI INDIANA INC Indianapolis, IN · 1 person in common (Derek Tyus)
- GREATER MILWAUKEE FOUNDATION INC Milwaukee, WI · 1 person in common (Derek Tyus)
- VERSITI MICHIGAN INC Grand Rapids, MI · 1 person in common (Derek Tyus)
- MILWAUKEE WORLD FESTIVAL INC Milwaukee, WI · 1 person in common (Dr Joan M Prince)
- VERSITI INC Milwaukee, WI · 1 person in common (Derek Tyus)
- VERSITI BLOOD RESEARCH INSTITUTE FOUNDATION INC Milwaukee, WI · 1 person in common (Derek Tyus)
- FH ENTERPRISE SERVICES HOLDINGS INC Milwaukee, WI · 1 person in common (Catherine Jacobson)
- ALL-IN MILWAUKEE INC Milwaukee, WI · 1 person in common (Derek Tyus)
- JUNIOR ACHIEVEMENT OF WISCONSIN INC Milwaukee, WI · 1 person in common (Kurt Bechthold)
- BLACK ARTS MKE INC Milwaukee, WI · 1 person in common (Dr Joan M Prince)
- GREATER MILWAUKEE HOLDINGS INC Milwaukee, WI · 1 person in common (Derek Tyus)
Funders of this organization
3 grantors reported grants to this organization, $210,775 in all, tax years 2020 to 2025. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| WE RAISE FOUNDATION | Public charity | Exact | 2020, 2024 | 2 | $158,850 | 2024 | $8,850 | show |
| FAITH IN PLACE | Public charity | Exact | 2025 | 1 | $26,925 | 2025 | $26,925 | show |
| ASCENDIUM EDUCATION SOLUTIONS INC | Public charity | Exact | 2025 | 1 | $25,000 | 2025 | $25,000 | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (80)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| GRACE LUTHERAN FOUNDATION INC | WI | E91 | $21,485,005 | $19,265,827 | CEO | $248,163 | Similar name, revenue within 2x, same state |
| LIBERTY LUTHERAN FOUNDATION | PA | Not reported | $9,887,898 | $737,282 | CEO/PRESIDENT UNTIL 11/25 | $713,396 | Similar name, revenue within 2x |
| BETHEL LUTHERAN FOUNDATION | ND | E11 | $6,434,020 | $3,037,997 | FORMER EXECUTIVE DIRECTOR | $74,871 | Similar name, revenue within 2x |
| SIA FOUNDATION INC | MA | U99 | $12,298,041 | $4,842,619 | President/Core Developer | $340,954 | Similar name, revenue within 2x |
| LUBERT FAMILY FOUNDATION INC | PA | T20 | $9,494,389 | $1,744,163 | vice-president | $75,000 | Similar name, revenue within 2x |
| LUTHERAN LEGACY FOUNDATION INC | IL | T31 | $3,532,890 | $1,822,773 | DIRECTOR | $87,725 | Similar name, revenue within 5x |
| LUTHER & SUSIE HARRISON FOUNDATION INC | GA | T22 | $3,312,887 | $3,183,165 | DIRECTOR | $60,760 | Similar name, revenue within 5x |
| WALDORF LUTHERAN COLLEGE FOUNDATION INC | IA | B82 | $28,190,832 | $26,412,518 | CEO | $263,975 | Similar name, revenue within 5x |
| LUTHERAN HERITAGE FOUNDATION | MI | X20 | $4,187,354 | $3,678,967 | EXECUTIVE DI | $156,531 | Similar name, revenue within 5x |
| LUTHERAN HOME FOUNDATION INC | WI | L80 | $1,613,502 | $4,406,669 | CHAIRPERSON | $0 | Similar name, revenue within 10x, same state |
| MURIEL F SIEBERT FOUNDATION INC | NY | Not reported | $2,006,867 | $3,021,320 | President | $86,720 | Similar name, revenue within 10x |
| LUTHERAN FOUNDATION FOR THE AGED INC | IL | P81 | $1,230,855 | $3,258 | PRESIDENT & CEO-VICE CHAIR | $749,932 | Similar name, revenue within 10x |
| NIAGARA LUTHERAN HOME FOUNDATION INC | NY | Not reported | $1,696,838 | $1,905,858 | President/CEO | $408,938 | Similar name, revenue within 10x |
| SHUBERT FOUNDATION INC | NY | Not reported | $77,367,013 | $48,775,272 | ASST SECRETARY/EXEC DIRECTOR | $609,565 | Similar name, revenue within 10x |
| LUTHERAN EDUCATION FOUNDATION | NE | Not reported | $1,490,046 | $811,635 | CHIEF ADV. O | $0 | Similar name, revenue within 10x |
| LUTHERAN FOUNDATION OF NEW JERSEY INC | NJ | Not reported | $1,342,105 | $421,258 | PRESIDENT & CEO | $891,855 | Similar name, revenue within 10x |
| LUX FOUNDATION INC | IL | Not reported | $1,389,345 | $913,118 | 0 | $0 | Similar name, revenue within 10x |
| ST JOHNS LUTHERAN FOUNDATION INC | WI | Not reported | $187,478 | $55,077 | TREASURER | $0 | Similar name, revenue differs more than 10x, same state |
| LAKESIDE LUTHERAN FOUNDATION INC | WI | B25 | $276,285 | $120,253 | Dir / President | $0 | Similar name, revenue differs more than 10x, same state |
| EPIPHANY LUTHERAN FOUNDATION INC | WI | P20 | $86,677 | $15,188 | President | $3,591 | Similar name, revenue differs more than 10x, same state |
| ELLAMAE SIEBERT FOUNDATION INC | WI | Not reported | $154,327 | $112,192 | DIRECTOR | $0 | Similar name, revenue differs more than 10x, same state |
| SIEBECKER FOUNDATION INC | WI | Not reported | $4,366 | $130,709 | PRESIDENT & DIRECTOR | $0 | Similar name, revenue differs more than 10x, same state |
| LUTHER MANOR FOUNDATION INC | WI | G11 | $989,196 | $2,642,906 | PRESIDENT | $442,158 | Similar name, revenue differs more than 10x, same state |
| LUTHER HIGH SCHOOL FOUNDATION INC | WI | Not reported | $79,497 | $33,163 | DIRECTOR | $0 | Similar name, revenue differs more than 10x, same state |
| HOPE LUTHERAN FOUNDATION INC | FL | X11 | $30,550 | $56,804 | President | $0 | Similar name, revenue differs more than 10x |
Who funds organizations like this
Grantors that funded the 80 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990PF · $6,447,974 spent · pay $1,214,272 · grants $4,070,170 · events $129,200
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $4,070,170 | 63.1% | |
| Other salaries and wages | $687,002 | 10.7% | |
| Fees: other professional | $424,298 | 6.6% | |
| Pay: officers, directors, trustees | $297,530 | 4.6% | |
| Pension plans and employee benefits | $229,740 | 3.6% | |
| Taxes | $217,449 | 3.4% | |
| Other expenses | $164,423 | 2.5% | |
| Travel, conferences and meetings | $129,200 | 2.0% | |
| Fees: accounting | $94,365 | 1.5% | |
| Depreciation and depletion | $65,247 | 1.0% | |
| Occupancy | $64,965 | 1.0% | |
| Fees: legal | $3,585 | 0.1% | |
| Total | $6,447,974 | 100% |
2023 · Form 990PF · $6,592,776 spent · pay $1,233,072 · grants $4,232,576 · events $85,435
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $4,232,576 | 64.2% | |
| Other salaries and wages | $542,391 | 8.2% | |
| Fees: other professional | $385,051 | 5.8% | |
| Pay: officers, directors, trustees | $378,500 | 5.7% | |
| Pension plans and employee benefits | $312,181 | 4.7% | |
| Taxes | $273,700 | 4.2% | |
| Other expenses | $165,197 | 2.5% | |
| Fees: accounting | $94,143 | 1.4% | |
| Travel, conferences and meetings | $85,435 | 1.3% | |
| Depreciation and depletion | $65,582 | 1.0% | |
| Occupancy | $57,355 | 0.9% | |
| Fees: legal | $665 | 0.0% | |
| Total | $6,592,776 | 100% |
2022 · Form 990PF · $6,319,072 spent · pay $1,050,766 · grants $4,240,977 · events $29,649
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $4,240,977 | 67.1% | |
| Other salaries and wages | $448,169 | 7.1% | |
| Pay: officers, directors, trustees | $430,052 | 6.8% | |
| Fees: other professional | $403,193 | 6.4% | |
| Other expenses | $392,638 | 6.2% | |
| Pension plans and employee benefits | $172,545 | 2.7% | |
| Fees: accounting | $110,432 | 1.7% | |
| Occupancy | $74,393 | 1.2% | |
| Travel, conferences and meetings | $29,649 | 0.5% | |
| Depreciation and depletion | $12,854 | 0.2% | |
| Taxes | $2,945 | 0.0% | |
| Fees: legal | $1,225 | 0.0% | |
| Total | $6,319,072 | 100% |
2021 · Form 990PF · $6,722,773 spent · pay $835,856 · grants $4,750,440 · events $9,447
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $4,750,440 | 70.7% | |
| Fees: other professional | $434,636 | 6.5% | |
| Pay: officers, directors, trustees | $393,997 | 5.9% | |
| Other expenses | $329,340 | 4.9% | |
| Other salaries and wages | $318,391 | 4.7% | |
| Taxes | $213,000 | 3.2% | |
| Pension plans and employee benefits | $123,468 | 1.8% | |
| Fees: accounting | $75,449 | 1.1% | |
| Occupancy | $56,516 | 0.8% | |
| Depreciation and depletion | $15,954 | 0.2% | |
| Travel, conferences and meetings | $9,447 | 0.1% | |
| Fees: legal | $2,135 | 0.0% | |
| Total | $6,722,773 | 100% |
2020 · Form 990PF · $5,815,856 spent · pay $828,808 · grants $3,980,927 · events $4,760
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $3,980,927 | 68.4% | |
| Pay: officers, directors, trustees | $320,975 | 5.5% | |
| Other salaries and wages | $319,670 | 5.5% | |
| Fees: other professional | $310,032 | 5.3% | |
| Taxes | $270,000 | 4.6% | |
| Other expenses | $208,678 | 3.6% | |
| Pension plans and employee benefits | $188,163 | 3.2% | |
| Fees: accounting | $77,676 | 1.3% | |
| Depreciation and depletion | $71,986 | 1.2% | |
| Occupancy | $54,492 | 0.9% | |
| Fees: legal | $8,497 | 0.1% | |
| Travel, conferences and meetings | $4,760 | 0.1% | |
| Total | $5,815,856 | 100% |
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