The Stanzel Family Foundation Inc

Schulenburg, TX
Tax-exempt since Jan. 1992
EIN: 74-2579827

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.97M (2024)

Expenses

$2M (2024)

Total Assets

$14.8M (2024)

Total Liabilities

$316k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending July
2024

Revenue

$1,969,512

Expenses

$1,995,745

Net Income

-$26,233

Net Assets

$14,470,100

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$639,585	32.5%
Interest Revenue	$27,693	1.4%
Dividends	$330,970	16.8%
Sales of Assets	$116,977	5.9%
Other Income	$853,037	43.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,323,748	66.3%
Compensation of Officers*	$96,416	4.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,785,669
Total Liabilities	$315,569
Net Assets	$14,470,100

Compensation

Key Employees and Officers	Compensation	Other
Cheryl Pekar (Executive Director)	$96,416	$6,043
Cheryl Hudec Pekar (Executive Director)	$96,416	$6,043
Josue Iraheta Rivas (Pat Development Dire)	$59,807	$5,892
Karen Hoskins (Pat Program Director)	$58,710	$0
Melanie Ramirez (Program Director)	$51,861	$6,526
Robert R Stanzel (President)	$0	$0
Helen Niesner (Treasurer)	$0	$0
Tonia Livingston (Director)	$0	$0
Shannon Gilbert (Vice President)	$0	$0
Meagan Velasquez (Secretary)	$0	$0
Violeta Martinez (Director)	$0	$0
Bradley Niesner (Director)	$0	$0

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990-PF

Filed on June 21, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2023

Revenue

$1,841,908

Expenses

$1,566,227

Net Income

$275,681

Net Assets

$14,425,510

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$390,088	21.2%
Interest Revenue	$7,250	0.4%
Dividends	$259,110	14.1%
Sales of Assets	$602,104	32.7%
Other Income	$581,684	31.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,049,791	67.0%
Compensation of Officers*	$91,922	5.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,810,632
Total Liabilities	$385,122
Net Assets	$14,425,510

Compensation

Key Employees and Officers	Compensation	Other
Cheryl Pekar (Executive Director)	$91,922	$6,018
Cheryl Hudec Pekar (Executive Director)	$91,922	$6,018
Josue Iraheta Rivas (Pat Development Dire)	$54,606	$5,767
Karen Hoskins (Pat Program Director)	$54,606	$1,748
Robert R Stanzel (President)	$0	$0
Helen Niesner (Treasurer)	$0	$0
Melinda Barneycastle (Secretary)	$0	$0
Tonia Livingston (Director)	$0	$0
Shannon Gilbert (Vice President)	$0	$0

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990-PF

Filed on June 18, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2022

Revenue

$788,647

Expenses

$1,536,929

Net Income

-$748,282

Net Assets

$14,149,761

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$312,074	39.6%
Interest Revenue	$1,632	0.2%
Dividends	$306,160	38.8%
Sales of Assets	-$179,308
Other Income	$345,881	43.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$931,588	60.6%
Compensation of Officers*	$80,708	5.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,537,913
Total Liabilities	$388,152
Net Assets	$14,149,761

Compensation

Key Employees and Officers	Compensation	Other
Cheryl Pekar (Executive Director)	$80,708	$0
Cheryl Hudec Pekar (Executive Director)	$80,708	$0
Phyllis M Venghaus (Pat Director)	$54,090	$0
Theodore Stanzel (Vice President)	$0	$0
Robert R Stanzel (President)	$0	$0
Helen Niesner (Treasurer)	$0	$0
Ginger Bosl (Secretary)	$0	$0
Melinda Barneycastle (Director)	$0	$0
Tonia Livingston (Director)	$0	$0
Shannon Gilbert (Director)	$0	$0

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990-PF

Filed on Sept. 25, 2023

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending July
2021

Revenue

$837,624

Expenses

$1,231,163

Net Income

-$393,539

Net Assets

$14,902,062

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$162,926	19.5%
Interest Revenue	$53	0.0%
Dividends	$301,768	36.0%
Sales of Assets	$222,871	26.6%
Other Income	$148,444	17.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$755,853	61.4%
Compensation of Officers*	$84,208	6.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,282,824
Total Liabilities	$380,762
Net Assets	$14,902,062

Compensation

Key Employees and Officers	Compensation	Other
Cheryl Pekar (Executive Director)	$84,208	$0
Cheryl Hudec Pekar (Executive Director)	$84,208	$0
Phyllis M Venghaus (Pat Director)	$54,120	$0
Theodore Stanzel (Vice President)	$0	$0
Robert R Stanzel (President)	$0	$0
Helen Niesner (Treasurer)	$0	$0
Ginger Bosl (Secretary)	$0	$0
Melinda Barneycastle (Director)	$0	$0
Tonia Livingston (Director)	$0	$0
Shannon Gilbert (Director)	$0	$0

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990-PF

Filed on June 17, 2022

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending July
2020

Revenue

$1,002,155

Expenses

$1,226,235

Net Income

-$224,080

Net Assets

$15,440,650

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$154,428	15.4%
Interest Revenue	$1,662	0.2%
Dividends	$336,536	33.6%
Sales of Assets	$130,612	13.0%
Other Income	$378,439	37.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$814,086	66.4%
Compensation of Officers*	$84,208	6.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,675,754
Total Liabilities	$235,104
Net Assets	$15,440,650

Compensation

Key Employees and Officers	Compensation	Other
Cheryl Pekar (Executive Director)	$84,208	$0
Cheryl Hudec Pekar (Executive Director)	$84,208	$0
Phyllis M Venghaus (Pat Director)	$54,120	$0
Theodore Stanzel (Vice President)	$0	$0
Robert R Stanzel (President)	$0	$0
Helen Niesner (Treasurer)	$0	$0
Ginger Bosl (Secretary)	$0	$0
Melinda Barneycastle (Director)	$0	$0
Tonia Livingston (Director)	$0	$0
Shannon Gilbert (Director)	$0	$0

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990-PF

Filed on June 18, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending July
2019

Revenue

$538,778

Expenses

$1,300,462

Net Income

-$761,684

Net Assets

$15,570,690

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$32,567	6.0%
Interest Revenue	$2,725	0.5%
Dividends	$330,185	61.3%
Sales of Assets	$9,339	1.7%
Other Income	$156,907	29.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$922,250	70.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,899,577
Total Liabilities	$328,887
Net Assets	$15,570,690

Compensation

Key Employees and Officers	Compensation	Other
Cheryl Hudec Pekar (Executive Director)	$84,205	$0
Phyllis M Venghaus (Pat Director)	$54,120	$0
Theodore Stanzel (Vice President)	$0	$0
Robert R Stanzel (President)	$0	$0
Helen Niesner (Treasurer)	$0	$0
Ginger Bosl (Secretary)	$0	$0
Melinda Barneycastle (Director)	$0	$0
Tonia Livingston (Director)	$0	$0
Shannon Gilbert (Director)	$0	$0

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990-PF

Filed on June 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending July
2018

Revenue

$5,500,766

Expenses

$1,206,696

Net Income

$4,294,070

Net Assets

$16,368,145

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$36,588	0.7%
Interest Revenue	$0
Dividends	$377,912	6.9%
Sales of Assets	$4,998,476	90.9%
Other Income	$86,243	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$975,944	80.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,661,987
Total Liabilities	$293,842
Net Assets	$16,368,145

Compensation

Key Employees and Officers	Compensation	Other
Cynthia L Reed (Program Director)	$67,498	$0
Cheryl Hudec Pekar (Executive Director)	$58,937	$0
Phyllis M Venghaus (Pat Director)	$53,834	$0
Theodore Stanzel (Vice President)	$0	$0
Robert R Stanzel (President)	$0	$0
Helen Niesner (Treasurer)	$0	$0
Ginger Bosl (Secretary)	$0	$0
Melinda Barneycastle (Director)	$0	$0
Tonia Livingston (Director)	$0	$0
Shannon Gilbert (Director)	$0	$0

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990-PF

Filed on June 17, 2019

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending July
2017

Revenue

$1,055,031

Expenses

$1,315,653

Net Income

-$260,622

Net Assets

$12,053,363

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$29,485	2.8%
Interest Revenue	$0
Dividends	$306,571	29.1%
Sales of Assets	$636,906	60.4%
Other Income	$81,545	7.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$959,581	72.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,366,936
Total Liabilities	$313,573
Net Assets	$12,053,363

Compensation

Key Employees and Officers	Compensation	Other
Cynthia L Reed (Program Director)	$63,280	$0
Phyllis M Venghaus (Pat Director)	$50,384	$0
Helen M Niesner (Transition Manager)	$24,150	$0
Theodore Stanzel (Vice President)	$0	$0
Robert R Stanzel (President)	$0	$0
Helen Niesner (Treasurer)	$0	$0
Ginger Bosl (Secretary)	$0	$0
Melinda Barneycastle (Director)	$0	$0
Tonia Livingston (Director)	$0	$0
Shannon Gilbert (Director)	$0	$0

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990-PF

Filed on June 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending July
2016

Revenue

$454,794

Expenses

$1,141,421

Net Income

-$686,627

Net Assets

$12,272,708

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,445	4.5%
Interest Revenue	$0
Dividends	$252,534	55.5%
Sales of Assets	$99,467	21.9%
Other Income	$81,868	18.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$895,470	78.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,627,607
Total Liabilities	$354,899
Net Assets	$12,272,708

Compensation

Key Employees and Officers	Compensation	Other
Cynthia L Reed (Program Director)	$63,280	$0
Lucille A Stanzel (Pat Director)	$50,692	$0
Theodore Stanzel (Vice President)	$0	$0
Robert R Stanzel (President)	$0	$0
Helen Niesner (Treasurer)	$0	$0
Ginger Bosl (Secretary)	$0	$0
Melinda Barneycastle (Director)	$0	$0
Tonia Livingston (Director)	$0	$0
Janice Kana (Director)	$0	$0
Shannon Gilbert (Director)	$0	$0

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990-PF

Filed on June 16, 2017

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending July
2015

Revenue

$999,616

Expenses

$1,097,908

Net Income

-$98,292

Net Assets

$12,972,441

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$14,683	1.5%
Interest Revenue	$0
Dividends	$364,177	36.4%
Sales of Assets	$546,177	54.6%
Other Income	$74,492	7.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$831,702	75.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,314,169
Total Liabilities	$341,728
Net Assets	$12,972,441

Compensation

Key Employees and Officers	Compensation	Other
Cynthia L Reed (Program Director)	$63,280	$0
Theodore Stanzel (Vice President)	$0	$0
Robert R Stanzel (President)	$0	$0
Helen Niesner (Treasurer)	$0	$0
Ginger Bosl (Secretary)	$0	$0
Melinda Barneycastle (Director)	$0	$0
Tonia Livingston (Director)	$0	$0
Janice Kana (Director)	$0	$0
Shannon Gilbert (Director)	$0	$0

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990-PF

Filed on June 16, 2016

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending July
2014

Revenue

$1,366,015

Expenses

$1,062,556

Net Income

$303,459

Net Assets

$13,051,386

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$54,065	4.0%
Interest Revenue	$0
Dividends	$370,217	27.1%
Sales of Assets	$916,898	67.1%
Other Income	$24,762	1.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$774,932	72.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,412,612
Total Liabilities	$361,226
Net Assets	$13,051,386

Compensation

Key Employees and Officers	Compensation	Other
Cynthia L Reed (Program Director)	$59,415	$0
Theodore Stanzel (Vice President)	$0	$0
Robert R Stanzel (President)	$0	$0
Helen Niesner (Secretary)	$0	$0
Ginger Bosl (Treasurer)	$0	$0
Melinda Barneycastle (Director)	$0	$0
Tonia Livingston (Director)	$0	$0
Janice Kana (Director)	$0	$0

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990-PF

Filed on June 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

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990-T

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Fiscal Year Ending July
2013

Revenue

$1,892,077

Expenses

$1,032,331

Net Income

$859,746

Net Assets

$12,864,789

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$219,893	11.6%
Interest Revenue	$0
Dividends	$354,623	18.7%
Sales of Assets	$1,297,929	68.6%
Other Income	$19,560	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$799,619	77.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,109,052
Total Liabilities	$244,263
Net Assets	$12,864,789

990-PF

Filed on July 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending July
2012

Revenue

$662,799

Expenses

$890,684

Net Income

-$227,885

Net Assets

$12,155,663

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$24,170	3.6%
Interest Revenue	$19	0.0%
Dividends	$280,315	42.3%
Sales of Assets	$267,031	40.3%
Other Income	$38,698	5.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$640,556	71.9%
Compensation of Officers*	$54,915	6.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,425,626
Total Liabilities	$269,963
Net Assets	$12,155,663

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending July
2011

Revenue

$1,112,536

Expenses

$881,853

Net Income

$230,683

Net Assets

$12,539,118

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$36,550	3.3%
Interest Revenue	$60	0.0%
Dividends	$294,770	26.5%
Sales of Assets	$737,223	66.3%
Other Income	$8,925	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$656,507	74.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,653,468
Total Liabilities	$114,350
Net Assets	$12,539,118

990-PF

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The Stanzel Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.97M (2024)

Expenses $2M (2024)

Total Assets $14.8M (2024)

Total Liabilities $316k (2024)

Tax Filings by Year

Fiscal Year Ending July 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending July 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending July 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending July 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending July 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending July 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

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990-PF

990-T

Fiscal Year Ending July 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending July 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending July 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$1.97M (2024)

Expenses

$2M (2024)

Total Assets

$14.8M (2024)

Total Liabilities

$316k (2024)

Fiscal Year Ending July
2024

Fiscal Year Ending July
2023

Fiscal Year Ending July
2022

Fiscal Year Ending July
2021

Fiscal Year Ending July
2020

Fiscal Year Ending July
2019

Fiscal Year Ending July
2018

Fiscal Year Ending July
2017

Fiscal Year Ending July
2016

Fiscal Year Ending July
2015

Fiscal Year Ending July
2014

Fiscal Year Ending July
2013

Fiscal Year Ending July
2012

Fiscal Year Ending July
2011

Fiscal Year Ending July
2010

Fiscal Year Ending July
2009

Fiscal Year Ending July
2008

Fiscal Year Ending July
2007

Fiscal Year Ending July
2006

Fiscal Year Ending July
2005

Fiscal Year Ending July
2004

Fiscal Year Ending July
2003

Fiscal Year Ending July
2002

Fiscal Year Ending July
2001