Civic Intelligence

Peter Fogliano & Hal Lester

EIN 81-2484193 • Carmel, CA

225 Crossroads Blvd 281Carmel, CA 93923-8674
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

86th percentile

33%

Faster asset growth than 86% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-34%

Faster revenue growth than 11% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$792,209

Up $196,277 (+33%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$792,209

Up $196,277 (+33%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin98th percentile

Revenue

Down

$161,474

Down $82,431 (-34%) from 2023

Expenses

Down

$5,501

Down $211,461 (-97%) from 2023

Net Income

Up

$155,973

Up $129,030 (+479%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

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

$800K$600K$400K$200K$0Assets 2019: $299,381Liabilities 2019: $0Net Assets 2019: $299,3812019Assets 2020: $421,553Liabilities 2020: $0Net Assets 2020: $421,5532020Assets 2021: $607,931Liabilities 2021: $0Net Assets 2021: $607,9312021Assets 2022: $590,646Liabilities 2022: $0Net Assets 2022: $590,6462022Assets 2023: $595,932Liabilities 2023: $0Net Assets 2023: $595,9322023Assets 2024: $792,209Liabilities 2024: $0Net Assets 2024: $792,2092024

Highlighted filing

2024

Assets$792,209
Liabilities$0
Net Assets$792,209
Open 2024 Filing

Operations Trend

Revenue Growth11th percentile

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

$400K$300K$200K$100K$0Revenue 2019: $160,301Expenses 2019: $92,756Net Income 2019: $67,5452019Revenue 2020: $180,717Expenses 2020: $58,545Net Income 2020: $122,1722020Revenue 2021: $305,045Expenses 2021: $118,667Net Income 2021: $186,3782021Revenue 2022: $172,721Expenses 2022: $32,313Net Income 2022: $140,4082022Revenue 2023: $243,905Expenses 2023: $216,962Net Income 2023: $26,9432023Revenue 2024: $161,474Expenses 2024: $5,501Net Income 2024: $155,9732024

Highlighted filing

2024

Revenue$161,474
Expenses$5,501
Net Income$155,973
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$792,209
Liabilities
$0
Net assets
$792,209
Revenue
$161,474
Expenses
$5,501
Net income
$155,973
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$1.61$0.06$1.56
2023Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$2.44$2.17$0.27
2022Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$1.73$0.32$1.40
2021Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$3.05$1.19$1.86
2020Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$1.81$0.59$1.22
2019Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$1.60$0.93$0.68
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER FOGLIANOPresident/Director-$0--
HAL LESTERSecretary/CFO/Director-$0--
Filing and Contact Details

Filer

Filer Name
Peter Fogliano & Hal Lester Foundation I
EIN
81-2484193
Phone
8312387547
Address
225 CROSSROADS BLVD 281, CARMEL, CA 93923-8674

Signing Officer

Name
Peter Fogliano
Title
President
Phone
8312387547
Signed
2025-11-04
Discuss with paid preparer
Yes

Preparer

Firm
United States X Advisors California LLC
Address
12100 WILSHIRE BLVD SUITE 1150, LOS ANGELES, CA 90025
Preparer
Steven H Levitt
Phone
3108262060
Raw XML Appendix320 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/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031559
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt027457
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0187124
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03994
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt094094
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt036458
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt082115
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt027457
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt054658
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0321670
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0187124
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03994
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt094094
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt036458
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04102
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0376328
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0403785
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0HAL LESTER
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1PETER FOGLIANO
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0225 CROSSROADS BLVD 281
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1225 CROSSROADS BLVD 281
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CARMEL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1CARMEL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0839238674
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd1839238674
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100422
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt125000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0100422
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0PUBLICLY TRADED SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-12
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01176
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01568
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0392
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FEES & PERMITS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FOREIGN TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt056
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1432
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt019
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1144
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt232
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1576
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt232
OtherIncreasesSchedule/OtherIncreasesDetail/Amt040304
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER FOGLIANO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08312387547
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PETER FOGLIANO & HAL LESTER FOUNDATION I
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0812484193
ReturnHeader/Filer/PhoneNum08312387547
ReturnHeader/Filer/USAddress/AddressLine1Txt0225 CROSSROADS BLVD 281
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0939238674
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953661421
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UNITED STATES X ADVISORS CALIFORNIA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012100 WILSHIRE BLVD SUITE 1150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090025
ReturnHeader/PreparerPersonGrp/PhoneNum03108262060
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN H LEVITT
ReturnHeader/ReturnTs02025-11-05T14:50:56-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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