Richard B Siegel Foundation

990PF • Fiscal year 2022 • EIN 95-4306196

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 30, 2023

Organization Profile

19360 Rinaldi Street 311Porter Ranch, CA 91326

(213) 999-7785

Siviq Scores

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

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

-204%

Higher net margin than 4% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

$27,589

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2022 filings • $25M-$50M nonprofits • Source year 2022

-11%

Faster asset growth than 19% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

-98%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets15th percentile

Assets

Down

$26,337,921

Down $3,195,438 (-11%) from 2021

Net Assets

Down

$26,337,821

Down $2,956,379 (-10%) from 2021

Liabilities

Down

$100

Down $239,059 (-100%) from 2021

Revenue And Expenses

Liabilities / Revenue15th percentile Net Margin4th percentile

Revenue

Down

$447,959

Down $18,124,306 (-98%) from 2021

Expenses

Down

$1,360,529

Down $1,109,883 (-45%) from 2021

Net Income

Down

-$912,570

Down $17,014,423 (-106%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

Highlighted filing

2022

Assets$26,337,921

Liabilities$100

Net Assets$26,337,821

Open 2022 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2022

Revenue$447,959

Expenses$1,360,529

Net Income-$912,570

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2022 to Dec 31, 2022
Signed: Aug 30, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay21st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Cindy Stiteler	President	PT	$27,589	-	$27,589
Laurence Wolfe	Treasurer	PT	$27,589	-	$27,589
John Burst	Vice President	PT	$27,589	-	$27,589
Sheppard K Stiteler	Director	-	$21,994	-	$21,994
Melissa Posel	Secretary	-	$21,994	-	$21,994

Filing and Contact Details

Filer

Filer Name: Richard B Siegel Foundation
EIN: 95-4306196
Phone: 2139997785
Address: 19360 Rinaldi Street 311, Porter Ranch, CA 91326

Signing Officer

Name: Cindy Stiteler
Title: President
Signed: 2023-08-30
Discuss with paid preparer: Yes

Preparer

Firm: Allegent Group LLP CPAs & Bus Advisors
Address: 5959 Topanga Canyon Blvd Ste 370, Woodland Hills, CA 91367
Preparer: Brad C Polak
Phone: 8187030807

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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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Cindy Stiteler
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Laurence Wolfe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	John Burst
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	4	Melissa Posel
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	Vice President
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	4	Secretary
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IRS990PF/Organization501c3ExemptPFInd	0	X
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	1353135
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	19360 Rinaldi Street 311
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Porter Ranch
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	91326
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	Laurence Wolfe
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2139997785
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	1070214
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Tax-Exempt Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	See Attached Schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	See Attached Schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	See Attached Sch
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	91326
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	1070214
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	1353135
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	1421601
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	68466
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	447903
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	77669
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	68466
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	9203
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	447903
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	447903
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	1353135
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	457106
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	525572
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	Legal
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	316
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	316
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	316
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Bank charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	Investment Advisor Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	Office Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	Other Brokerage Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	5	Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	6	Shipping and Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	7	Telephone
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	988
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	2250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	111146
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	675
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	4	5049
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	5	454
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	6	3900
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	988
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	2250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	111146
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	3	675
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	4	5049
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	5	7395
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	6	454
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	7	3900
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	988
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	2250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	111146
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	675
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	5049
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	5	7395
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	6	454
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	7	3900
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	7175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	1440
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	Professional Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	1440
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	1440
TaxesSchedule/TaxesDetail/Amt	0	3557
TaxesSchedule/TaxesDetail/Amt	1	5755
TaxesSchedule/TaxesDetail/Amt	2	100
TaxesSchedule/TaxesDetail/CategoryTxt	0	Federal Taxes
TaxesSchedule/TaxesDetail/CategoryTxt	1	Foreign Taxes
TaxesSchedule/TaxesDetail/CategoryTxt	2	State Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	3557
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	5755
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	100
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	3557
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	5755
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	100
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Cindy Stiteler
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Richard B Siegel Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	RICH
ReturnHeader/Filer/EIN	0	954306196
ReturnHeader/Filer/PhoneNum	0	2139997785
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	19360 Rinaldi Street 311
ReturnHeader/Filer/USAddress/CityNm	0	Porter Ranch
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	91326
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	203339942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Allegent Group LLP CPAs & Bus Advisors
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	5959 Topanga Canyon Blvd Ste 370
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Woodland Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	91367
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8187030807
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	BRAD C POLAK
ReturnHeader/ReturnTs	0	2023-08-30T16:49:01-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	Cindy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Stiteler
ReturnHeader/TaxPeriodBeginDt	0	2022-01-01
ReturnHeader/TaxPeriodEndDt	0	2022-12-31
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $26,337,921
Liabilities: $100
Net assets: $26,337,821
Revenue: $447,959
Expenses: $1,360,529
Net income: -$912,570

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$29.9	$0.00	$29.9	$1.01	$1.30	$0.29
2023Summary only. Only limited summary data is available for this year.	$28.3	$0.00		$1.14	$1.29	$2.43
2022Detailed filing. Detailed filing data is available for this year.	$26.3	$0.00	$26.3	$0.45	$1.36	$0.91
2021Detailed filing. Detailed filing data is available for this year.	$29.5	$0.24	$29.3	$18.6	$2.47	$16.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$13.3	$0.11	$13.2	$1.48	$1.82	$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$13.7	$0.13	$13.5	$1.64	$1.46	$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$13.5	$0.11	$13.4	$1.37	$1.53	$0.15
2016Detailed filing. Detailed filing data is available for this year.	$13.6	$0.07	$13.5	$1.15	$1.50	$0.36
2015Detailed filing. Detailed filing data is available for this year.	$14.4	$0.07	$14.3	$1.91	$1.32	$0.59
2014Detailed filing. Detailed filing data is available for this year.	$13.8	$0.00	$13.8	$13.2	$0.29	$12.9
2013Detailed filing. Detailed filing data is available for this year.	$0.62	$0.00	$0.62		$0.17
2012Summary only. Only limited summary data is available for this year.	$0.49	$0.00		$0.51	$0.03	$0.48