Civic Intelligence

The Michels Family Foundation

EIN 77-0529542 • Santa Cruz, CA

4717 Branciforte DriveSanta Cruz, CA 95065
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2018

Net Margin

9th percentile

-159%

Higher net margin than 9% of similar nonprofits.

<$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2018

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

532%

Faster revenue growth than 97% of similar nonprofits.

<$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $75,830 (-100%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Down

$0

Down $75,830 (-100%) from 2017

Operations
Liabilities / Revenue66th percentileNet Margin9th percentile

Revenue

Up

$47,170

Up $39,711 (+532%) from 2017

Expenses

Up

$121,983

Up $110,353 (+949%) from 2017

Net Income

Down

-$74,813

Down $70,642 (-1694%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$150K$100K$50K$0Assets 2011: $133,995Liabilities 2011: $02011Assets 2012: $121,965Liabilities 2012: $02012Assets 2013: $113,011Liabilities 2013: $1Net Assets 2013: $113,0112013Assets 2014: $99,043Liabilities 2014: $1Net Assets 2014: $99,0432014Assets 2015: $90,052Liabilities 2015: $1Net Assets 2015: $90,0522015Assets 2016: $80,001Liabilities 2016: $0Net Assets 2016: $80,0012016Assets 2017: $75,830Liabilities 2017: $0Net Assets 2017: $75,8302017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2018

Assets$0
Liabilities$0
Net Assets$0
Open 2018 Filing

Operations Trend

Revenue Growth97th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $4,659Expenses 2011: $15,271Net Income 2011: -$10,6122011Revenue 2012: $3,122Expenses 2012: $15,152Net Income 2012: -$12,0302012Revenue 2013: $5,452Expenses 2013: $14,406Net Income 2013: -$8,9542013Revenue 2014: $4,263Expenses 2014: $18,231Net Income 2014: -$13,9682014Revenue 2015: $6,289Expenses 2015: $15,280Net Income 2015: -$8,9912015Revenue 2016: $5,294Expenses 2016: $15,345Net Income 2016: -$10,0512016Revenue 2017: $7,459Expenses 2017: $11,630Net Income 2017: -$4,1712017Revenue 2018: $47,170Expenses 2018: $121,983Net Income 2018: -$74,8132018

Highlighted filing

2018

Revenue$47,170
Expenses$121,983
Net Income-$74,813
Open 2018 Filing

Filings

Most recent year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$47,170
Expenses
$121,983
Net income
-$74,813
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.47$1.22$0.75
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.07$0.12$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.05$0.15$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.06$0.15$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.04$0.18$0.14
2013Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.05$0.14$0.09
2012Summary only. Only limited summary data is available for this year.$1.22$0.00$0.03$0.15$0.12
2011Summary only. Only limited summary data is available for this year.$1.34$0.00$0.05$0.15$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 4, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUG MICHELSPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Michels Family Foundation
EIN
77-0529542
Phone
8187837140
Address
4717 BRANCIFORTE DRIVE, SANTA CRUZ, CA 95065

Signing Officer

Name
Doug Michels
Title
President
Signed
2019-06-04
Discuss with paid preparer
Yes

Preparer

Firm
Fishman Block Diamond LLP
Address
16830 Ventura Blvd Ste 400, Encino, CA 91436-1726
Preparer
Steven J Fishman CPA
Phone
8187837140
Raw XML Appendix314 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt016830 VENTURA BLVD 400
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ENCINO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091436
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FISHMAN BLOCK DIAMOND LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum08187837140
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1103580
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL PURPOSE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0HILL HAVURAH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1COMMUNITY FOUNDATION SANTA CRUZ COU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0BOX 15822
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17807 SOQUEL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1APTOS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195003
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0103980
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05383
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05383
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0138
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt098735
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt098597
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0138
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0103980
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt098597
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt098735
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0138
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02938
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02938
LiquidationExplanationStmt/ExplanationTxt0THE ASSETS OF THE FOUNDATION WERE TRANSFERRED TO A DONOR ADVISED FUND.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0405
OtherDecreasesSchedule/OtherDecreasesDetail/Amt127
OtherDecreasesSchedule/OtherDecreasesDetail/Amt2585
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DISTRIBUTED UPON TERMINATION
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1NON-DEDUCTIBLE EXPENSES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2NON-DEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TAX & LICENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt045
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt045
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUG MICHELS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MICHELS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0770529542
ReturnHeader/Filer/PhoneNum08187837140
ReturnHeader/Filer/USAddress/AddressLine1Txt04717 BRANCIFORTE DRIVE
ReturnHeader/Filer/USAddress/CityNm0SANTA CRUZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095065
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953389582
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fishman Block Diamond LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016830 Ventura Blvd Ste 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Encino
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0914361726
ReturnHeader/PreparerPersonGrp/PhoneNum08187837140
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN J FISHMAN CPA
ReturnHeader/ReturnTs02019-06-04T10:58:48-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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