Civic Intelligence

Spitzer Family Foundation

EIN 95-3950529 • Agoura Hills, CA

28632 Roadside Drive 143Agoura Hills, CA 91301
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Net Margin

76th percentile

30%

Higher net margin than 76% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$50,000

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

$5M-$10M nonprofits • Source year 2025

Asset Growth

43rd percentile

1.7%

Faster asset growth than 43% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

87th percentile

98%

Faster revenue growth than 87% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$8,948,106

Up $153,042 (+1.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$8,948,106

Up $153,042 (+1.7%) from 2024

Operations
Liabilities / Revenue25th percentileNet Margin76th percentile

Revenue

Up

$673,845

Up $333,675 (+98%) from 2024

Expenses

Up

$474,817

Up $5,372 (+1.1%) from 2024

Net Income

Up

$199,028

Up $328,303 (+254%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$15M$10M$5.0M$0Assets 2011: $10,685,635Liabilities 2011: $37,5732011Assets 2012: $10,502,866Liabilities 2012: $54,1402012Assets 2013: $10,350,234Liabilities 2013: $13,5732013Assets 2014: $11,244,855Liabilities 2014: $1,5732014Assets 2015: $11,370,245Liabilities 2015: $0Net Assets 2015: $11,370,2452015Assets 2016: $11,053,747Liabilities 2016: $0Net Assets 2016: $11,053,7472016Assets 2019: $9,782,880Liabilities 2019: $02019Assets 2020: $8,450,969Liabilities 2020: $0Net Assets 2020: $8,450,9692020Assets 2021: $8,950,395Liabilities 2021: $0Net Assets 2021: $8,950,3952021Assets 2022: $8,727,341Liabilities 2022: $0Net Assets 2022: $8,727,3412022Assets 2023: $8,964,452Liabilities 2023: $0Net Assets 2023: $8,964,4522023Assets 2024: $8,795,064Liabilities 2024: $0Net Assets 2024: $8,795,0642024Assets 2025: $8,948,106Liabilities 2025: $0Net Assets 2025: $8,948,1062025

Highlighted filing

2025

Assets$8,948,106
Liabilities$0
Net Assets$8,948,106
Open 2025 Filing

Operations Trend

Revenue Growth87th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $103Expenses 2011: $709,431Net Income 2011: -$709,3282011Revenue 2012: $383,782Expenses 2012: $583,118Net Income 2012: -$199,3362012Revenue 2013: $656,963Expenses 2013: $769,028Net Income 2013: -$112,0652013Revenue 2014: $1,858,642Expenses 2014: $952,021Net Income 2014: $906,6212014Revenue 2015: $1,027,417Expenses 2015: $900,454Net Income 2015: $126,9632015Revenue 2016: $445,827Expenses 2016: $762,325Net Income 2016: -$316,4982016Revenue 2019: $331,444Expenses 2019: $737,534Net Income 2019: -$406,0902019Revenue 2020: -$332,945Expenses 2020: $1,005,081Net Income 2020: -$1,338,0262020Revenue 2021: $1,389,549Expenses 2021: $829,328Net Income 2021: $560,2212021Revenue 2022: $286,107Expenses 2022: $478,715Net Income 2022: -$192,6082022Revenue 2023: $542,050Expenses 2023: $264,900Net Income 2023: $277,1502023Revenue 2024: $340,170Expenses 2024: $469,445Net Income 2024: -$129,2752024Revenue 2025: $673,845Expenses 2025: $474,817Net Income 2025: $199,0282025

Highlighted filing

2025

Revenue$673,845
Expenses$474,817
Net Income$199,028
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,948,106
Liabilities
$0
Net assets
$8,948,106
Revenue
$673,845
Expenses
$474,817
Net income
$199,028
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.95$0.00$8.95$0.67$0.47$0.20
2024Detailed filing. Detailed filing data is available for this year.$8.80$0.00$8.80$0.34$0.47$0.13
2023Detailed filing. Detailed filing data is available for this year.$8.96$0.00$8.96$0.54$0.26$0.28
2022Detailed filing. Detailed filing data is available for this year.$8.73$0.00$8.73$0.29$0.48$0.19
2021Detailed filing. Detailed filing data is available for this year.$8.95$0.00$8.95$1.39$0.83$0.56
2020Detailed filing. Detailed filing data is available for this year.$8.45$0.00$8.45$0.33$1.01$1.34
2019Summary only. Only limited summary data is available for this year.$9.78$0.00$0.33$0.74$0.41
2016Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.45$0.76$0.32
2015Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$1.03$0.90$0.13
2014Summary only. Only limited summary data is available for this year.$11.2$0.00$1.86$0.95$0.91
2013Summary only. Only limited summary data is available for this year.$10.4$0.01$0.66$0.77$0.11
2012Summary only. Only limited summary data is available for this year.$10.5$0.05$0.38$0.58$0.20
2011Summary only. Only limited summary data is available for this year.$10.7$0.04$0.00$0.71$0.71
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2024 to Nov 30, 2025
Signed
Feb 15, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
A TRAVIS SPITZERTrusteePT$50,000-$50,000
ANN VIOLET LUCASTrusteePT$50,000-$50,000
MERLIN LUCASTrusteePT$50,000-$50,000
TRACEY BOLDEMANN-TATKINTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUS SKI AND SNOWBOARD ASSOCIATIONALPINE ATHLETE FUND; DESIGNATED DONATION501(C)(3)PARK CITY, UT, US$61,000
Paid GrantOLIVE CRESTGENERAL DONATION501(C)(3)BELLFLOWER, CA, US$30,000
Paid GrantSAGE TO SADDLEGENERAL DONATION501(C)(3)OGLALA, SD, US$30,000
Paid GrantFOOD BANK OF THE ROCKIESGENERAL DONATION501(C)(3)AURORA, CO, US$21,500
Paid GrantRESCUE RANCHITOGENERAL DONATION501(C)(3)OAKLEY, UT, US$20,000
Paid GrantLOS ANGELES MISSIONGENERAL DONATION501(C)(3)LOS ANGELES, CA, US$15,000
Paid GrantHUMANE COLORADOGENERAL DONATION501(C)(3)DENVER, CO, US$12,000
Paid GrantMOUNTAIN FILMGENERAL DONATION501(C)(3)TELLURIDE, CO, US$10,000
Paid GrantOROGENESIS COLLECTIVEGENERAL DONATION501(C)(3)CARSON CITY, NV, US$10,000
Paid GrantDENVER RESCUE MISSIONGENERAL DONATION501(C)(3)DENVER, CO, US$6,500
Paid GrantCHANGING LEADS FOUNDATIONGENERAL DONATION501(C)(3)NEWPORT, RI, US$5,000
Paid GrantLITTLE MINERS MONTESSORI SCHOOLGENERAL DONATION501(C)(3)PARK CITY, UT, US$5,000
Paid GrantTEXAS TECH RODEO ASSOCIATIONGENERAL DONATION501(C)(3)LUBBOCK, TX, US$2,500
Filing and Contact Details

Filer

Filer Name
Spitzer Family Foundation
EIN
95-3950529
Phone
3102759389
Address
28632 ROADSIDE DRIVE 143, AGOURA HILLS, CA 91301

Signing Officer

Name
Tracey Boldemann-tatkin
Title
Trustee
Phone
3102759389
Signed
2026-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
10474 SANTA MONICA BLVD SUITE 200, LOS ANGELES, CA 90025
Preparer
Betty Liu
Phone
3102682000
Raw XML AppendixShowing 400 of 510 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt328632 ROADSIDE DRIVE 143
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3AGOURA HILLS
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12ALPINE ATHLETE FUND; DESIGNATED DONATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HUMANE COLORADO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4LITTLE MINERS MONTESSORI SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5LOS ANGELES MISSION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7OLIVE CREST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9RESCUE RANCHITO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10SAGE TO SADDLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11TEXAS TECH RODEO ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12US SKI AND SNOWBOARD ASSOCIATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt012 CHAMPLIN PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16100 SMITH ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt220600 E 38TH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32080 SOUTH QUEBEC STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41091 BEEHIVE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5303 EAST 5TH STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt716911 BELLFLOWER BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt83827 S CARSON ST UNIT 505-25 PMB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9NOT PROVIDED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10787 BIA 41
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt115712 CR 1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12BOX 100
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LOS ANGELES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4UT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10SD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd180216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd380231
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd484098
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd590013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd681435
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd790706
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd889701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd984055
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1057764
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1179407
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1284060
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00

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