Civic Intelligence

Garfield Family Foundation

EIN 95-6111572 • San Diego, CA

4238 Balboa AvenueSan Diego, CA 92117
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

13th percentile

-73%

Higher net margin than 13% of similar nonprofits.

<$500k nonprofits • Source year 2025

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 2025

Asset Growth

13th percentile

-94%

Faster asset growth than 13% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

14th percentile

-64%

Faster revenue growth than 14% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$140,514

Down $2,041,270 (-94%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$140,514

Down $2,041,270 (-94%) from 2024

Revenue

Down

$29,540

Down $51,578 (-64%) from 2024

Expenses

Down

$51,034

Down $205,124 (-80%) from 2024

Net Income

Up

-$21,494

Up $153,546 (+88%) from 2024

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $2,894,396Liabilities 2012: $6592012Assets 2013: $2,854,321Liabilities 2013: $6592013Assets 2014: $2,878,120Liabilities 2014: $6592014Assets 2015: $2,989,007Liabilities 2015: $6592015Assets 2016: $3,040,991Liabilities 2016: $6592016Assets 2020: $2,583,467Liabilities 2020: $6592020Assets 2021: $2,543,123Liabilities 2021: $28,859Net Assets 2021: $2,514,2642021Assets 2022: $2,502,675Liabilities 2022: $0Net Assets 2022: $2,502,6752022Assets 2023: $2,397,824Liabilities 2023: $41,000Net Assets 2023: $2,356,8242023Assets 2024: $2,181,784Liabilities 2024: $0Net Assets 2024: $2,181,7842024Assets 2025: $140,514Liabilities 2025: $0Net Assets 2025: $140,5142025

Highlighted filing

2025

Assets$140,514
Liabilities$0
Net Assets$140,514

Operations Trend

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

$400K$200K$0-$200KRevenue 2012: $141,293Expenses 2012: $126,587Net Income 2012: $14,7062012Revenue 2013: $96,467Expenses 2013: $136,542Net Income 2013: -$40,0752013Revenue 2014: $160,757Expenses 2014: $136,958Net Income 2014: $23,7992014Revenue 2015: $253,328Expenses 2015: $142,441Net Income 2015: $110,8872015Revenue 2016: $195,864Expenses 2016: $143,880Net Income 2016: $51,9842016Revenue 2020: $112,373Expenses 2020: $156,996Net Income 2020: -$44,6232020Revenue 2021: $179,516Expenses 2021: $248,060Net Income 2021: -$68,5442021Revenue 2022: $111,134Expenses 2022: $127,722Net Income 2022: -$16,5882022Revenue 2023: $74,143Expenses 2023: $219,994Net Income 2023: -$145,8512023Revenue 2024: $81,118Expenses 2024: $256,158Net Income 2024: -$175,0402024Revenue 2025: $29,540Expenses 2025: $51,034Net Income 2025: -$21,4942025

Highlighted filing

2025

Revenue$29,540
Expenses$51,034
Net Income-$21,494

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Feb 9, 2026
Return Version
2024v5.5
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA GARFIELD BARTELLPresident-$0--
MICHAEL BARTELLVice President-$0--
ELIZABETH GARFIELDSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Garfield Family Foundation
EIN
95-6111572
Phone
8582734431
Address
4238 BALBOA AVENUE, SAN DIEGO, CA 92117

Signing Officer

Name
Melissa Garfield Bartell
Title
President
Phone
8582734431
Signed
2026-02-09
Discuss with paid preparer
Yes

Preparer

Firm
Lavine Lofgren Morris & Engelberg Llp
Address
4180 LA JOLLA VILLAGE DR STE 300, LA JOLLA, CA 92037
Preparer
Dale Snead CPA
Phone
8584551200
Raw XML Appendix339 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0THE GARFIELD BARTELL FAMILY FOUNDATION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1THE GARFIELD-KNOX FOUNDATION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt003/31/25
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0IRC SECTION 507(B)(2) TRANSFERS OF SUBSTANTIALLY ALL OF THE GARFIELD FAMILY FOUNDATION'S ASSETS SUBJECT TO TREASURY REGULATIONS SECTION 1.507-3(A)(9), WHEREBY THE GARFIELD FAMILY FOUNDATION TRANSFERRED CASH AND MARKETABLE SECURITIES TO THIS PRIVATE FOUNDATION AS PART OF THE GARFIELD FAMILY FOUNDATION'S PLAN TO LEGALLY DISSOLVE DURING THE 2025 TAX YEAR AND TO BE REPLACED BY TWO NEWLY FORMED FOUNDATIONS. THE GARFIELD FAMILY FOUNDATION HELDBACK ONLY A PORTION OF ITS TOTAL ASSETS AS PART OF THIS TRANSFER, WITH THE INTENT TO USE THOSE ASSETS TO SATISFY ANY REMAINING LIABILITIES OF THE FOUNDATION IN PURSUIT OF THE WINDING UP OF ITS OWN FINANCIAL AFFAIRS. EXPENDITURE RESPONSIBILITY IS BEING EXERCISED IN CONNECTION WITH THIS IRC SECTION 507(B)(2) TRANSFER IN THE FOUNDATION'S EFFORT TO BE WHOLLY COMPLIANT WITH ALL REGULATIONS AS PART OF THIS MATTER.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1IRC SECTION 507(B)(2) TRANSFERS OF SUBSTANTIALLY ALL OF THE GARFIELD FAMILY FOUNDATION'S ASSETS SUBJECT TO TREASURY REGULATIONS SECTION 1.507-3(A)(9), WHEREBY THE GARFIELD FAMILY FOUNDATION TRANSFERRED CASH AND MARKETABLE SECURITIES TO THIS PRIVATE FOUNDATION AS PART OF THE GARFIELD FAMILY FOUNDATION'S PLAN TO LEGALLY DISSOLVE DURING THE 2025 TAX YEAR AND TO BE REPLACED BY TWO NEWLY FORMED FOUNDATIONS. THE GARFIELD FAMILY FOUNDATION HELDBACK ONLY A PORTION OF ITS TOTAL ASSETS AS PART OF THIS TRANSFER, WITH THE INTENT TO USE THOSE ASSETS TO SATISFY ANY REMAINING LIABILITIES OF THE FOUNDATION IN PURSUIT OF THE WINDING UP OF ITS OWN FINANCIAL AFFAIRS. EXPENDITURE RESPONSIBILITY IS BEING EXERCISED IN CONNECTION WITH THIS IRC SECTION 507(B)(2) TRANSFER IN THE FOUNDATION'S EFFORT TO BE WHOLLY COMPLIANT WITH ALL REGULATIONS AS PART OF THIS MATTER.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0124658
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd01
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd01
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MICHAEL BARTELL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04238 BALBOA AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN DIEGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092117
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08582734431
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt046398
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt067733
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt021335
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt021335
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt021335
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt046398
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt021335
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt041348
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt041348
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01009888
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11009888
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NET ASSETS TRANSFERRED TO THE GARFIELD BARTELL FAMILY FOUNDATION
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1NET ASSETS TRANSFERRED TO THE GARFIELD-KNOX FOUNDATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03236
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03236
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0923
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0923
TaxesSchedule/TaxesDetail/Amt01400
TaxesSchedule/TaxesDetail/Amt150
TaxesSchedule/TaxesDetail/CategoryTxt0IRC SECTION 4940 EXCISE TAX - 1.39%
TaxesSchedule/TaxesDetail/CategoryTxt1LICENSES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt150
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA GARFIELD BARTELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08582734431
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GARFIELD FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GARF
ReturnHeader/Filer/EIN0956111572
ReturnHeader/Filer/PhoneNum08582734431
ReturnHeader/Filer/USAddress/AddressLine1Txt04238 BALBOA AVENUE
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092117
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330690020
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAVINE LOFGREN MORRIS & ENGELBERG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04180 LA JOLLA VILLAGE DR STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA JOLLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092037
ReturnHeader/PreparerPersonGrp/PhoneNum08584551200
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DALE SNEAD CPA
ReturnHeader/ReturnTs02026-02-14T13:58:03-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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