Civic Intelligence

Sherril Ann Siegel Research and Education Trust

990EZ • Fiscal year 2015 • EIN 26-0143967

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 16, 2016

Organization ProfileN/A
1234 19TH STREET NW No 306Washington, DC 20036

(202) 293-7177

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

89th percentile

40%

Higher net margin than 89% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

60th percentile

8.2%

Faster asset growth than 60% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

70th percentile

17%

Faster revenue growth than 70% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$217,877

Up $16,453 (+8.2%) from 2014

Net Assets

Up

$217,877

Up $16,453 (+8.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin89th percentile

Revenue

Up

$40,681

Up $5,800 (+17%) from 2014

Expenses

Down

$24,228

Down $7,532 (-24%) from 2014

Net Income

Up

$16,453

Up $13,332 (+427%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2015

Assets$217,877
Liabilities$0
Net Assets$217,877
Open 2015 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$40,681
Expenses$24,228
Net Income$16,453
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 16, 2016
Return Version
2015v2.1
Gross Receipts
$40,681
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.$40,085$23,128
Compensation and Service Providers
Top Officer Pay75th 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 No 306, WASHINGTON, DC 20036

Signing Officer

Name
Neil Starr
Title
President
Phone
2022937177
Signed
2016-06-16
Discuss with paid preparer
Yes

Preparer

Firm
Kalish & Associates Pa
Address
11438 CRONRIDGE DRIVE SUITE K, OWINGS MILLS, MD 21117
Preparer
Sheldon Kalish
Phone
4106545770
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8 - Other Revenue

“Description: SUNTRUST BANK. Amount: 16.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: SEMINAR EXPENSES. Amount: 23,128.”

Raw XML Appendix138 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/BOYAmt0201424
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0217877
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0580
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt016453
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01100
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0201424
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0217877
IRS990EZ/GrossReceiptsAmt040681
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0201424
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0217877
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0201424
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0217877
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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/OtherExpensesTotalAmt023128
IRS990EZ/OtherRevenueTotalAmt016
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZATION ANNUALLY CONDUCTS A SEMINAR FOR THE FURTHERANCE OF DENTAL EDUCATION.
IRS990EZ/ProgramServiceRevenueAmt040085
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZATION ANNUALLY CONDUCTS A SEMINAR FOR THE FURTHERANCE OF DENTAL EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt040085
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023128
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt024228
IRS990EZ/TotalProgramServiceExpensesAmt023128
IRS990EZ/TotalRevenueAmt040681
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt040085
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt034881
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt057544
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0132510
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0132510
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040085
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt034881
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt057544
IRS990ScheduleA/Total509Grp/TotalAmt0132510
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt040085
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt034881
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt057544
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0132510
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: SUNTRUST BANK. Amount: 16.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: SEMINAR EXPENSES. Amount: 23,128.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
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/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NEIL STARR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02022937177
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-16
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 No 306
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020036
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/PreparerPersonNm0Sheldon Kalish
ReturnHeader/ReturnTs02016-06-30T14:41:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$217,877
Liabilities
$0
Net assets
$217,877
Revenue
$40,681
Expenses
$24,228
Net income
$16,453
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