Civic Intelligence

Sherril Ann Siegel Research and Education Trust

EIN 26-0143967 • 501(c)3 • Washington, DC

Profile

Organization annually conducts a seminar for the furtherance of dental education.

1234 19th Street NW 306Washington, DC 20036

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

51st percentile

-1.0%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$173,239

Up $1,025 (+0.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$173,239

Up $1,025 (+0.6%) from 2022

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$1,800

Flat from 2022

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$300K$200K$100K$0Assets 2013: $198,303Liabilities 2013: $0Net Assets 2013: $198,3032013Assets 2014: $201,424Liabilities 2014: $0Net Assets 2014: $201,4242014Assets 2015: $217,877Liabilities 2015: $0Net Assets 2015: $217,8772015Assets 2016: $203,500Liabilities 2016: $0Net Assets 2016: $203,5002016Assets 2017: $202,856Liabilities 2017: $0Net Assets 2017: $202,8562017Assets 2018: $202,312Liabilities 2018: $0Net Assets 2018: $202,3122018Assets 2019: $174,664Liabilities 2019: $0Net Assets 2019: $174,6642019Assets 2020: $174,114Liabilities 2020: $0Net Assets 2020: $174,1142020Assets 2021: $174,014Liabilities 2021: $0Net Assets 2021: $174,0142021Assets 2022: $172,214Liabilities 2022: $0Net Assets 2022: $172,2142022Assets 2024: $173,239Liabilities 2024: $0Net Assets 2024: $173,2392024

Highlighted filing

2024

Assets$173,239
Liabilities$0
Net Assets$173,239
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2013: $57,544Expenses 2013: $36,804Net Income 2013: $20,7402013Revenue 2014: $34,881Expenses 2014: $31,760Net Income 2014: $3,1212014Revenue 2015: $40,681Expenses 2015: $24,228Net Income 2015: $16,4532015Revenue 2016: $3,980Expenses 2016: $18,357Net Income 2016: -$14,3772016Revenue 2017: $1,005Expenses 2017: $1,649Net Income 2017: -$6442017Revenue 2018: $6Expenses 2018: $550Net Income 2018: -$5442018Revenue 2019: $4Expenses 2019: $27,652Net Income 2019: -$27,6482019Expenses 2020: $5502020Expenses 2021: $1,2002021Expenses 2022: $1,8002022Expenses 2024: $1,8002024

Highlighted filing

2024

Revenue-
Expenses$1,800
Net Income-
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$173,239
Liabilities
$0
Net assets
$173,239
Revenue
-
Expenses
$1,800
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.00$1.74$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.00$1.74$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.00$1.75$0.00$0.28$0.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.00$2.02$0.00$0.01$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.00$2.03$0.01$0.02$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.04$0.18$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.41$0.24$0.16
2014Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.35$0.32$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.58$0.37$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 16, 2025
Return Version
2024v5.1
Gross Receipts
$0
Mission and Program Overview

Mission

Organization annually conducts a seminar for the furtherance of dental education.

Program Services

DescriptionGrantsExpenses
ORGANIZATION ANNUALLY CONDUCTS A SEMINAR FOR THE FURTHERANCE OF DENTAL EDUCATION.$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NEIL STARR DDSChairman-$0--
RICHARD LEVY DDSVice Chairman-$0--
STEVEN GUTTENBERG DDS MDSecy/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Sherril Ann Siegel Research
EIN
26-0143967
Phone
2022937177
Address
1234 19TH STREET NW 306, WASHINGTON, DC 20036

Signing Officer

Name
Neil Starr
Title
President
Phone
2022937177
Signed
2025-06-16
Discuss with paid preparer
Yes

Preparer

Firm
Kalish & Associates Pa
Address
11438 CRONRIDGE DRIVE SUITE K, OWINGS MILLS, MD 21117
Preparer
Jacquelyn Kalish
Phone
4106545770
Raw XML Appendix123 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NEIL STARR DDS
IRS990EZ/BooksInCareOfDetail/PhoneNum02022937179
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01234 19TH STREET NW STE 306
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020036
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0175039
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0173239
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1800
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01800
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0175039
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0173239
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0175039
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0173239
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0175039
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0173239
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NEIL STARR DDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICHARD LEVY DDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVEN GUTTENBERG DDS MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECY/TREAS
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZATION ANNUALLY CONDUCTS A SEMINAR FOR THE FURTHERANCE OF DENTAL EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZATION ANNUALLY CONDUCTS A SEMINAR FOR THE FURTHERANCE OF DENTAL EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0DC
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01800
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04025
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt04025
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04025
IRS990ScheduleA/Total509Grp/TotalAmt04025
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04025
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04025
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NEIL STARR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02022937177
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHERRIL ANN SIEGEL RESEARCH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AND EDUCATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0260143967
ReturnHeader/Filer/PhoneNum02022937177
ReturnHeader/Filer/USAddress/AddressLine1Txt01234 19TH STREET NW 306
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020036
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521475654
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KALISH & ASSOCIATES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011438 CRONRIDGE DRIVE SUITE K
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OWINGS MILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021117
ReturnHeader/PreparerPersonGrp/PhoneNum04106545770
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACQUELYN KALISH
ReturnHeader/ReturnTs02025-07-21T16:12:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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