Civic Intelligence

Richard and Ethel Herzfeld

EIN 23-7230686 • Milwaukee, WI

219 N Milwaukee Street 7 FLMilwaukee, WI 53202
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Net Margin

85th percentile

46%

Higher net margin than 85% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$50,417

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

$50M-$100M nonprofits • Source year 2024

Asset Growth

57th percentile

7.0%

Faster asset growth than 57% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

507%

Faster revenue growth than 97% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$81,540,251

Up $12,072,334 (+17%) from 2022

Liabilities

Up

$12,111

Up $11,311 (+1414%) from 2022

Net Assets

Up

$81,528,140

Up $12,061,023 (+17%) from 2022

Revenue

Up

$8,834,034

Up $7,176,818 (+433%) from 2022

Expenses

Down

$4,774,157

Down $480,133 (-9.1%) from 2022

Net Income

Up

$4,059,877

Up $7,656,951 (+213%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100M$50M$0Assets 2011: $69,501,904Liabilities 2011: $0Net Assets 2011: $69,501,9042011Assets 2012: $73,739,206Liabilities 2012: $0Net Assets 2012: $73,739,2062012Assets 2014: $80,491,004Liabilities 2014: $0Net Assets 2014: $80,491,0042014Assets 2015: $74,889,024Liabilities 2015: $0Net Assets 2015: $74,889,0242015Assets 2016: $73,176,764Liabilities 2016: $0Net Assets 2016: $73,176,7642016Assets 2017: $79,166,670Liabilities 2017: $0Net Assets 2017: $79,166,6702017Assets 2018: $66,118,157Liabilities 2018: $0Net Assets 2018: $66,118,1572018Assets 2019: $73,811,418Liabilities 2019: $0Net Assets 2019: $73,811,4182019Assets 2020: $80,982,850Liabilities 2020: $2,622Net Assets 2020: $80,980,2282020Assets 2021: $88,729,813Liabilities 2021: $0Net Assets 2021: $88,729,8132021Assets 2022: $69,467,917Liabilities 2022: $800Net Assets 2022: $69,467,1172022Assets 2024: $81,540,251Liabilities 2024: $12,111Net Assets 2024: $81,528,1402024

Highlighted filing

2024

Assets$81,540,251
Liabilities$12,111
Net Assets$81,528,140

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2011: $3,848,4722011Expenses 2012: $3,880,0832012Revenue 2014: $4,528,463Expenses 2014: $5,159,008Net Income 2014: -$630,5452014Revenue 2015: $4,164,855Expenses 2015: $4,574,987Net Income 2015: -$410,1322015Revenue 2016: $555,506Expenses 2016: $4,815,041Net Income 2016: -$4,259,5352016Revenue 2017: $3,059,885Expenses 2017: $5,508,532Net Income 2017: -$2,448,6472017Revenue 2018: $5,091,966Expenses 2018: $9,496,579Net Income 2018: -$4,404,6132018Revenue 2019: $4,140,061Expenses 2019: $5,550,353Net Income 2019: -$1,410,2922019Revenue 2020: $4,665,357Expenses 2020: $4,064,543Net Income 2020: $600,8142020Revenue 2021: $7,543,135Expenses 2021: $4,059,388Net Income 2021: $3,483,7472021Revenue 2022: $1,657,216Expenses 2022: $5,254,290Net Income 2022: -$3,597,0742022Revenue 2024: $8,834,034Expenses 2024: $4,774,157Net Income 2024: $4,059,8772024

Highlighted filing

2024

Revenue$8,834,034
Expenses$4,774,157
Net Income$4,059,877

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROB HENKENExecutive DirectorFT$50,417-$50,417
FRED HABERMANPresident-$10,800-$10,800
SARAH HABERMANTreasurer-$10,800-$10,800
DONNA BAUMGARTNERVice President-$10,000-$10,000
ALEXANDER FRASERSecretary-$10,000-$10,000
KATHERINE A HEILDirector-$10,000-$10,000
Filing and Contact Details

Filer

Filer Name
Richard and Ethel Herzfeld
EIN
23-7230686
Phone
4147271136
Address
219 N MILWAUKEE STREET 7 FL, MILWAUKEE, WI 53202

Signing Officer

Name
Rob Henken
Title
Executive Director
Phone
4147084392
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Ritz Holman Llp
Address
330 E KILBOURN AVE SUITE 222, MILWAUKEE, WI 53202
Preparer
Diana G Luttmann
Phone
4142711451
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