Civic Intelligence

The Menzel Family Foundation

EIN 85-4271699 • Santa Barbara, CA

1070 Via Los PadresSanta Barbara, CA 93111
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 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

84th percentile

36%

Higher net margin than 84% of similar nonprofits.

<$500k nonprofits • Source year 2024

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 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

25%

Faster revenue growth than 74% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $174,854 (-100%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$0

Down $174,854 (-100%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin84th percentile

Revenue

Up

$29,668

Up $5,937 (+25%) from 2023

Expenses

Down

$18,986

Down $11,666 (-38%) from 2023

Net Income

Up

$10,682

Up $17,603 (+254%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$200K$150K$100K$50K$0Assets 2020: $100,000Liabilities 2020: $02020Assets 2021: $197,017Liabilities 2021: $1Net Assets 2021: $197,0172021Assets 2022: $181,775Liabilities 2022: $1Net Assets 2022: $181,7752022Assets 2023: $174,854Liabilities 2023: $1Net Assets 2023: $174,8542023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth74th percentile

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

$150K$100K$50K$0-$50KRevenue 2020: $100,000Expenses 2020: $0Net Income 2020: $100,0002020Revenue 2021: $110,271Expenses 2021: $13,254Net Income 2021: $97,0172021Revenue 2022: $2,249Expenses 2022: $17,491Net Income 2022: -$15,2422022Revenue 2023: $23,731Expenses 2023: $30,652Net Income 2023: -$6,9212023Revenue 2024: $29,668Expenses 2024: $18,986Net Income 2024: $10,6822024

Highlighted filing

2024

Revenue$29,668
Expenses$18,986
Net Income$10,682
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$29,668
Expenses
$18,986
Net income
$10,682
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.30$0.19$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.24$0.31$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.02$0.17$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$1.10$0.13$0.97
2020Summary only. Only limited summary data is available for this year.$1.00$0.00$1.00$0.00$1.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 14, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen MenzelPresident-$0--
Paul MenzelSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Menzel Family Foundation
EIN
85-4271699
Phone
8056896155
Address
1070 Via Los Padres, Santa Barbara, CA 93111

Signing Officer

Name
Karen Menzel
Title
President
Signed
2025-07-14
Discuss with paid preparer
Yes

Preparer

Firm
Gellert Simonsen & Co LLP
Address
315 East Canon Perdido Street, Santa Barbara, CA 93101
Preparer
Andrew D Simonsen
Phone
8059651061
Raw XML Appendix278 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/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt019512
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04164
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02287
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt041963
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt019512
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04164
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02287
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt041963
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt025963
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LiquidationExplanationStmt/ExplanationTxt0This charitable foundation was dissolved pursuant to a written consent of the Board of Directors on November 1, 2024. The remaining assets were transferred to a qualified donor advised fund held at Bank of America, as identified in the statement with this return. Assets were transferred on November 6, 2024. Additional information is available upon request.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0185536
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Transfers
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0823
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Advisory Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes Paid
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen Menzel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MENZEL FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MENZ
ReturnHeader/Filer/EIN0854271699
ReturnHeader/Filer/PhoneNum08056896155
ReturnHeader/Filer/USAddress/AddressLine1Txt01070 Via Los Padres
ReturnHeader/Filer/USAddress/CityNm0Santa Barbara
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093111
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810912299
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gellert Simonsen & Co LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0315 East Canon Perdido Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Barbara
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093101
ReturnHeader/PreparerPersonGrp/PhoneNum08059651061
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew D Simonsen
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-07-14T18:45:16-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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