Nonprofit · EIN 39-6050046
SIEBERT LUTHERAN FOUNDATION INC
Tax-exempt · MILWAUKEE, WI 53208
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $12,257,054 | $6,447,974 | $5,809,080 | $128,553,017 | $725,191 | $127,827,826 |
| December 31, 2023 | 990-PF | $5,611,210 | $6,592,776 | -$981,566 | $118,579,599 | $686,094 | $117,893,505 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $310,185
- Dividends
- $3,015,435
- Interest
- $41
- Net gain from sales of assets
- $8,929,193
- Other income
- $2,200
Expenses
- Grants and similar amounts paid
- $4,070,170
- Compensation of officers, directors and key employees
- $297,530
- Salaries, compensation and benefits (total)
- $687,002
- Disbursements for charitable purposes
- $5,847,431
- Excise tax on investment income
- $158,662
Balance sheet and other
- Total assets, start of year
- $118,579,599
- Total assets, end of year
- $128,553,017
- Total liabilities, end of year
- $725,191
- Net assets, end of year
- $127,827,826
- Fair market value of assets
- $128,553,017
- Qualifying distributions
- $5,847,431
- Net investment income
- $11,959,698
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHARLOTTE JOHN-GOMEZ PO BOX 755, MILWAUKEE, WI 53201 | PRESIDENT & CEO | 40 | $221,111 | $32,622 |
| SARAH GILDAY PO BOX 755, MILWAUKEE, WI 53201 | DIRECTOR OF PHILANTH Highest-paid employee | 40 | $146,833 | $21,484 |
| MICHELLE BURMEISTER PO BOX 755, MILWAUKEE, WI 53201 | PROGRAM DIRECTOR Highest-paid employee | 40 | $128,990 | $18,351 |
| KALYANI GRASSO PO BOX 755, MILWAUKEE, WI 53201 | DIRECTOR OF COMM & P Highest-paid employee | 40 | $89,321 | $12,395 |
| JAQUITA MONTGOMERY PO BOX 755, MILWAUKEE, WI 53201 | SENIOR OPERATIONS SP Highest-paid employee | 40 | $72,826 | $10,468 |
| DR JOAN M PRINCE PO BOX 755, MILWAUKEE, WI 53201 | BOARD CHAIR | 4 | $13,750 | $0 |
| DR EMILY VAN DUNK PO BOX 755, MILWAUKEE, WI 53201 | VICE-CHAIR & SECRETARY | 4 | $13,750 | $0 |
| KURTISS R KRUEGER PO BOX 755, MILWAUKEE, WI 53201 | TREASURER | 4 | $13,750 | $0 |
| PATRICIA CONTRERAS PO BOX 755, MILWAUKEE, WI 53201 | DIRECTOR | 2 | $13,750 | $0 |
| JULIE VAN CLEAVE PO BOX 755, MILWAUKEE, WI 53201 | DIRECTOR | 2 | $13,750 | $0 |
| DAVID J RODGERS PO BOX 755, MILWAUKEE, WI 53201 | DIRECTOR | 2 | $13,750 | $0 |
| ABIGAIL SCHUMWINGER PO BOX 755, MILWAUKEE, WI 53201 | DIRECTOR | 2 | $13,750 | $0 |
| KURT BECHTHOLD PO BOX 755, MILWAUKEE, WI 53201 | DIRECTOR | 2 | $12,000 | $0 |
| CATHERINE JACOBSON PO BOX 755, MILWAUKEE, WI 53201 | DIRECTOR | 2 | $12,000 | $0 |
| DEREK TYUS PO BOX 755, MILWAUKEE, WI 53201 | DIRECTOR | 2 | $12,000 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC TILLICH PO BOX 755, MILWAUKEE, WI 53201 | DIRECTOR | 2 | $10,750 |
| THOMAS J KAMMERAIT PO BOX 755, MILWAUKEE, WI 53201 | DIRECTOR | 2 | $0 |
| DENI D NAUMANN PO BOX 755, MILWAUKEE, WI 53201 | DIRECTOR | 2 | $0 |
990-PF for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHARLOTTE JOHN-GOMEZ PO BOX 755, MILWAUKEE, WI 53201 | PRESIDENT | 40 | $203,250 | $76,758 |
| SARAH GILDAY PO BOX 755, MILWAUKEE, WI 53201 | DIRECTOR OF PHILANTH Highest-paid employee | 40 | $135,850 | $54,443 |
| MICHELLE BURMEISTER PO BOX 755, MILWAUKEE, WI 53201 | PROGRAM DIRECTOR Highest-paid employee | 40 | $115,775 | $47,500 |
| EDGAR RUSSELL PO BOX 755, MILWAUKEE, WI 53201 | IMPACT DIRECTOR & PR Highest-paid employee | 40 | $101,345 | $16,822 |
| KALYANI GRASSO PO BOX 755, MILWAUKEE, WI 53201 | DIRECTOR OF COMM & P Highest-paid employee | 40 | $78,375 | $12,812 |
| JAQUITA MONTGOMERY PO BOX 755, MILWAUKEE, WI 53201 | OPERATIONS SPECIALIS Highest-paid employee | 40 | $65,835 | $20,389 |
| DR JOAN M PRINCE PO BOX 755, MILWAUKEE, WI 53201 | BOARD CHAIR | 4 | $13,750 | $0 |
| KURTISS R KRUEGER PO BOX 755, MILWAUKEE, WI 53201 | TREASURER | 4 | $13,750 | $0 |
| DENI D NAUMANN PO BOX 755, MILWAUKEE, WI 53201 | DIRECTOR | 2 | $13,750 | $0 |
| JULIE VAN CLEAVE PO BOX 755, MILWAUKEE, WI 53201 | DIRECTOR | 2 | $13,750 | $0 |
| KURT BECHTHOLD PO BOX 755, MILWAUKEE, WI 53201 | DIRECTOR | 2 | $13,750 | $0 |
| DAVID J RODGERS PO BOX 755, MILWAUKEE, WI 53201 | DIRECTOR | 2 | $13,750 | $0 |
| ABIGAIL SCHUMWINGER PO BOX 755, MILWAUKEE, WI 53201 | DIRECTOR | 2 | $13,750 | $0 |
| JOHN C SELLARS PO BOX 755, MILWAUKEE, WI 53201 | DIRECTOR | 2 | $13,750 | $0 |
| DEREK TYUS PO BOX 755, MILWAUKEE, WI 53201 | DIRECTOR | 2 | $13,750 | $0 |
| PATRICIA CONTRERAS PO BOX 755, MILWAUKEE, WI 53201 | DIRECTOR (PART-YEAR) | 2 | $12,500 | $0 |
| DR EMILY VAN DUNK PO BOX 755, MILWAUKEE, WI 53201 | VICE-CHAIR & SECRETARY | 4 | $12,000 | $0 |
| THOMAS J KAMMERAIT PO BOX 755, MILWAUKEE, WI 53201 | DIRECTOR | 2 | $12,000 | $0 |
| CATHERINE JACOBSON PO BOX 755, MILWAUKEE, WI 53201 | DIRECTOR | 2 | $12,000 | $0 |
| JOHN C ZIMDARS JR PO BOX 755, MILWAUKEE, WI 53201 | DIRECTOR (PART-YEAR) | 2 | $3,000 | $0 |
Address and contacts
- Address (IRS master file)
- 758 N 27TH STREET, MILWAUKEE, WI 53208-3541
- Signed the 990-PF
- KURTISS KRUEGER, TREASURER
- Phone
- (414) 269-2832
- Website
- WWW.SIEBERTFOUNDATION.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-6050046
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1955
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $128,553,017
- Income (IRS master file)
- $40,261,701
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $12,257,054 | $6,447,974 | $128,553,017 | XML |
| 990-PF | December 2023 | $5,611,210 | $6,592,776 | $118,579,599 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-6050046).
Questions about SIEBERT LUTHERAN FOUNDATION INC
- What is the EIN of SIEBERT LUTHERAN FOUNDATION INC?
- The employer identification number (EIN) of SIEBERT LUTHERAN FOUNDATION INC is 39-6050046.
- Is SIEBERT LUTHERAN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1955.
- Are donations to SIEBERT LUTHERAN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SIEBERT LUTHERAN FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SIEBERT LUTHERAN FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SIEBERT LUTHERAN FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of SIEBERT LUTHERAN FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 18 people; 16 received compensation from the organization, the highest $221,111 (CHARLOTTE JOHN-GOMEZ, PRESIDENT & CEO).
- How much revenue does SIEBERT LUTHERAN FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $12,257,054, expenses of $6,447,974 and total assets of $128,553,017 at year end.
Other nonprofits in MILWAUKEE
- AURORA HEALTH CARE INC EIN 61-1649250 · last filed 990 for 2024
- FROEDTERT MEMORIAL LUTHERAN HOSPITAL INC EIN 39-6105970 · last filed 990 for 2025
- THE MEDICAL COLLEGE OF WISCONSIN INC EIN 39-0806261 · last filed 990 for 2025
- FROEDTERT THEDACARE HEALTH INC EIN 39-2014409 · last filed 990 for 2025
- CHILDRENS HOSPITAL OF WISCONSIN INC EIN 39-0812532 · last filed 990 for 2024
- MARQUETTE UNIVERSITY EIN 39-0806251 · last filed 990 for 2025
- CHORUS COMMUNITY HEALTH PLANS INC EIN 27-1494977 · last filed 990 for 2024
- CHILDRENS HOSPITAL AND HEALTH SYSTEM INC EIN 39-1500074 · last filed 990 for 2024