Civic Intelligence

Siegel Family Foundation

EIN 83-2773691 • Carmel, CA

Pub. 78 Eligible
4 Touche PassCarmel, CA 93923
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

93rd percentile

69%

Higher net margin than 93% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

-0.3%

Faster revenue growth than 34% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,342,166

Up $149,451 (+13%) from 2023

Liabilities

Down

$0

Down $1,475 (-100%) from 2023

Net Assets

Up

$1,342,166

Up $150,926 (+13%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin93rd percentile

Revenue

Down

$217,441

Down $727 (-0.3%) from 2023

Expenses

Down

$66,515

Down $23,403 (-26%) from 2023

Net Income

Up

$150,926

Up $22,676 (+18%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$1.5M$1.0M$500K$0Assets 2018: $380,000Liabilities 2018: $0Net Assets 2018: $380,0002018Assets 2019: $671,486Liabilities 2019: $1Net Assets 2019: $671,4862019Assets 2020: $775,165Liabilities 2020: $2,525Net Assets 2020: $772,6402020Assets 2021: $1,025,993Liabilities 2021: $2,525Net Assets 2021: $1,023,4682021Assets 2022: $1,062,990Liabilities 2022: $1Net Assets 2022: $1,062,9902022Assets 2023: $1,192,715Liabilities 2023: $1,475Net Assets 2023: $1,191,2402023Assets 2024: $1,342,166Liabilities 2024: $0Net Assets 2024: $1,342,1662024

Highlighted filing

2024

Assets$1,342,166
Liabilities$0
Net Assets$1,342,166
Open 2024 Filing

Operations Trend

Revenue Growth34th percentile

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

$600K$400K$200K$0Revenue 2018: $400,000Expenses 2018: $20,000Net Income 2018: $380,0002018Revenue 2019: $352,134Expenses 2019: $60,648Net Income 2019: $291,4862019Revenue 2020: $162,177Expenses 2020: $60,962Net Income 2020: $101,2152020Revenue 2021: $408,628Expenses 2021: $157,800Net Income 2021: $250,8282021Revenue 2022: $160,515Expenses 2022: $120,993Net Income 2022: $39,5222022Revenue 2023: $218,168Expenses 2023: $89,918Net Income 2023: $128,2502023Revenue 2024: $217,441Expenses 2024: $66,515Net Income 2024: $150,9262024

Highlighted filing

2024

Revenue$217,441
Expenses$66,515
Net Income$150,926
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,342,166
Liabilities
$0
Net assets
$1,342,166
Revenue
$217,441
Expenses
$66,515
Net income
$150,926
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.22$0.07$0.15
2023Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.22$0.09$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.16$0.12$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.02$0.41$0.16$0.25
2020Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.77$0.16$0.06$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.35$0.06$0.29
2018Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.40$0.02$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 3, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID SIEGELTrustee-$0--
KATHERINE SIEGELTrustee-$0--
ALYSSA SIEGELTrustee-$0--
JEFFREY SIEGELTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Siegel Family Foundation
EIN
83-2773691
Phone
3104673347
Address
4 TOUCHE PASS, CARMEL, CA 93923

Signing Officer

Name
David Siegel
Title
Chairman
Phone
8189977712
Signed
2025-09-03
Discuss with paid preparer
Yes

Preparer

Firm
Weiss Accountancy Llp
Address
16217 KITTRIDGE STREET, VAN NUYS, CA 91406-5815
Preparer
Steven Post
Phone
8189977712
Raw XML AppendixShowing 400 of 548 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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