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Richard And Ethel Herzfeld Foundation Inc

  • Milwaukee, WI
  • Tax-exempt since March 1974
  • EIN: 23-7230686

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.46M (2023)

Expenses
$2.9M (2023)

Total Assets
$76.2M (2023)

Total Liabilities
$263 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,455,675
Expenses
$2,903,299
Net Income
-$1,447,624
Net Assets
$76,210,294
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,527,951
> 100%
Sales of Assets -$2,806
Other Income -$69,470
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,710,726
93.4%
Compensation of Officers* $52,400
1.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $76,210,557
Total Liabilities $263
Net Assets $76,210,294
Compensation
Key Employees and Officers Compensation Other
Juliette Dahms (Vice President) $144,397 $43,843
Fred Haberman (President) $11,200 $0
Sarah Haberman (Treasurer) $11,200 $0
Donna Baumgartner (Vice President) $10,000 $0
Alexander Fraser (Secretary) $10,000 $0
Katherine A Heil (Director) $10,000 $0
Carmen Haberman (Ex President) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,657,216
Expenses
$5,254,290
Net Income
-$3,597,074
Net Assets
$69,467,117
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,239,630
74.8%
Sales of Assets $511,575
30.9%
Other Income -$93,989
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,886,147
93.0%
Compensation of Officers* $92,750
1.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $69,467,917
Total Liabilities $800
Net Assets $69,467,117
Compensation
Key Employees and Officers Compensation Other
Juliette Dahms (Vice President) $129,480 $0
Carmen Haberman (President) $46,750 $0
Sarah Haberman (Director) $10,600 $0
Fred Haberman (Treasurer) $10,400 $0
Donna Baumgartner (Director) $10,000 $0
Alexander Fraser (Director) $10,000 $0
Katherine A Heil (Director) $5,000 $0
+ View more people

Document Links

990-PF
Filed on Nov. 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,543,135
Expenses
$4,059,388
Net Income
$3,483,747
Net Assets
$88,729,813
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,203,968
16.0%
Sales of Assets $6,289,702
83.4%
Other Income $49,465
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,750,049
92.4%
Compensation of Officers* $208,200
5.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $88,729,813
Total Liabilities $0
Net Assets $88,729,813
Compensation
Key Employees and Officers Compensation Other
Carmen Haberman (President) $167,000 $0
Juliette Dahms (Vice President) $145,000 $0
Fred Haberman (Treasurer) $10,600 $0
Sarah Haberman (Director) $10,600 $0
Donna Baumgartner (Director) $10,000 $0
Katherine A Heil (Director) $10,000 $0
+ View more people

Document Links

990-PF
Filed on Nov. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,665,357
Expenses
$4,064,543
Net Income
$600,814
Net Assets
$80,980,228
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,197,730
25.7%
Sales of Assets $3,470,037
74.4%
Other Income -$2,410
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,865,708
95.1%
Compensation of Officers* $195,950
4.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $80,982,850
Total Liabilities $2,622
Net Assets $80,980,228
Compensation
Key Employees and Officers Compensation Other
Carmen Haberman (Vice President) $151,850 $0
Juliette Dahms (Program Officer) $122,222 $0
Leslie Seib (Vice President) $75,833 $0
Fred Haberman (Treasurer) $10,600 $0
Sarah Haberman (Director) $10,600 $0
Donna Baumgartner (Director) $10,000 $0
Katherine A Heil (Director) $7,500 $0
Gordon Miller (Secretary) $5,400 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,140,061
Expenses
$5,550,353
Net Income
-$1,410,292
Net Assets
$73,811,417
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,352,893
32.7%
Sales of Assets $2,791,379
67.4%
Other Income -$4,211
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,348,626
96.4%
Compensation of Officers* $223,133
4.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $73,811,418
Total Liabilities $1
Net Assets $73,811,417
Compensation
Key Employees and Officers Compensation Other
Carmen Haberman (Vice President) $146,800 $0
Leslie Seib (Vice President) $125,625 $17,821
Juliette Dahms (Program Officer) $68,125 $24,450
F William Haberman (President) $27,833 $0
Gordon Miller (Secretary) $10,400 $0
Sarah Haberman (Director) $10,200 $0
Donna Baumgartner (Director) $10,000 $0
Katherine A Heil (Director) $10,000 $0
Fred Haberman (Treasurer) $7,900 $0
+ View more people

Document Links

990-PF
Filed on Nov. 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,091,966
Expenses
$9,496,579
Net Income
-$4,404,613
Net Assets
$66,118,157
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,323,969
26.0%
Sales of Assets $3,772,635
74.1%
Other Income -$4,638
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,206,182
96.9%
Compensation of Officers* $343,800
3.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $66,118,157
Total Liabilities $0
Net Assets $66,118,157
Compensation
Key Employees and Officers Compensation Other
F William Haberman (President) $167,000 $0
Carmen Haberman (Vice President) $146,800 $0
Leslie Seib (Sr. Prgrm Officer) $111,042 $14,816
Juliette Dahms (Grants Manager) $61,625 $21,871
Sarah Haberman (Director) $10,000 $0
Gordon Miller (Secretary) $10,000 $0
Fred Haberman (Treasurer) $10,000 $0
+ View more people

Document Links

990-PF
Filed on Aug. 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,059,885
Expenses
$5,508,532
Net Income
-$2,448,647
Net Assets
$79,166,670
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,104,072
36.1%
Sales of Assets $2,454,449
80.2%
Other Income -$498,636
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,329,624
96.8%
Compensation of Officers* $339,717
6.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $79,166,670
Total Liabilities $0
Net Assets $79,166,670
Compensation
Key Employees and Officers Compensation Other
F William Haberman (President) $162,917 $0
Carmen Haberman (Vice President) $146,800 $0
Leslie Seib (Sr. Prgrm Officer) $107,083 $13,778
Juliette Dahms (Grants Manager) $57,500 $20,178
Sarah Haberman (Director) $10,000 $0
Gordon Miller (Secretary) $10,000 $0
Fred Haberman (Treasurer) $10,000 $0
+ View more people

Document Links

990-PF
Filed on Aug. 31, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
View Filing (2 of 2)

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$555,506
Expenses
$4,815,041
Net Income
-$4,259,535
Net Assets
$73,176,764
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,280,306
> 100%
Sales of Assets -$490,131
Other Income -$234,669
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,555,807
94.6%
Compensation of Officers* $339,342
7.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $73,176,764
Total Liabilities $0
Net Assets $73,176,764
Compensation
Key Employees and Officers Compensation Other
F William Haberman (President) $155,042 $0
Carmen Haberman (Vice President) $146,800 $0
Leslie Seib (Program Officer) $102,083 $12,066
Juliette Dahms (Grants Manager) $52,083 $16,789
Sarah Haberman (Director) $10,000 $0
Gordon Miller (Secretary) $10,000 $0
Fred Haberman (Treasurer) $10,000 $0
Edward Hinshaw (Director) $7,500 $0
+ View more people

Document Links

990-PF
Filed on May 11, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,164,855
Expenses
$4,574,987
Net Income
-$410,132
Net Assets
$74,889,024
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $491
0.0%
Dividends $1,235,788
29.7%
Sales of Assets $3,039,151
73.0%
Other Income -$110,575
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,269,819
93.3%
Compensation of Officers* $338,300
7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $74,889,024
Total Liabilities $0
Net Assets $74,889,024
Compensation
Key Employees and Officers Compensation Other
F William Haberman (President) $151,500 $0
Carmen Haberman (Vice President) $146,800 $0
Leslie Seib (Grants Director) $92,417 $10,966
Laura Gembolis (Program Dir) $49,058 $5,193
Sarah Haberman (Director) $10,000 $0
Edward Hinshaw (Director) $10,000 $0
Gordon Miller (Secretary/Dir) $10,000 $0
Fred Haberman (Treasurer/Dir) $10,000 $0
+ View more people

Document Links

990-PF
Filed on Aug. 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,528,463
Expenses
$5,159,008
Net Income
-$630,545
Net Assets
$80,491,004
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $465
0.0%
Dividends $1,447,199
32.0%
Sales of Assets $3,175,873
70.1%
Other Income -$95,074
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,706,201
91.2%
Compensation of Officers* $332,300
6.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $80,491,004
Total Liabilities $0
Net Assets $80,491,004
Compensation
Key Employees and Officers Compensation Other
F William Haberman (President) $144,650 $0
Carmen Haberman (Vice President) $140,150 $0
Leslie Seib (Grants Director) $84,300 $9,926
Laura Gembolis (Program Dir) $82,850 $7,276
Sarah Haberman (Director) $10,000 $0
Edward Hinshaw (Vice Pres/Dir) $10,000 $0
Gordon Miller (Secretary/Dir) $10,000 $0
Richard Weiss (Treasurer/Dir) $10,000 $0
Fred Haberman (Director) $7,500 $0
+ View more people

Document Links

990-PF
Filed on Aug. 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,129,087
Expenses
$4,026,798
Net Income
$1,102,289
Net Assets
$83,600,964
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $558
0.0%
Dividends $1,145,263
22.3%
Sales of Assets $3,949,044
77.0%
Other Income $34,222
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,758,807
93.3%
Compensation of Officers* $313,600
7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $83,600,964
Total Liabilities $0
Net Assets $83,600,964
Compensation
Key Employees and Officers Compensation Other
F William Haberman (President) $135,300 $0
Carmen Haberman (Vice President) $130,800 $0
Laura Gembolis (Program Dir) $80,425 $6,489
Leslie Seib (Grants Director) $76,050 $7,752
Sarah Haberman (Director) $10,000 $0
Edward Hinshaw (Vice Pres/Dir) $10,000 $0
Richard Weiss (Treasurer/Dir) $10,000 $0
Fred Haberman (Director) $10,000 $0
Gordon Miller (Secretary/Dir) $7,500 $0
+ View more people

Document Links

990-PF
Filed on May 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,962,328
Expenses
$3,880,083
Net Income
-$1,917,755
Net Assets
$73,739,205
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $331
0.0%
Dividends $1,431,658
73.0%
Sales of Assets $562,894
28.7%
Other Income -$32,555
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,588,266
92.5%
Compensation of Officers* $305,900
7.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $73,739,206
Total Liabilities $1
Net Assets $73,739,205

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,713,109
Expenses
$3,848,472
Net Income
-$1,135,363
Net Assets
$69,501,903
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $199
0.0%
Dividends $1,305,852
48.1%
Sales of Assets $1,395,526
51.4%
Other Income $11,532
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,601,518
93.6%
Compensation of Officers* $303,567
7.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $69,501,904
Total Liabilities $1
Net Assets $69,501,903

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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