Civic Intelligence

Richard B Siegel Foundation

990PF • Fiscal year 2024 • EIN 95-4306196

Jan 01, 2024 to Dec 31, 2024 • Filed on Jun 13, 2025

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.

Liabilities / Assets

15th percentile

0.00x

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.00x

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Net Margin

11th percentile

-28%

Higher net margin than 11% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

21st percentile

$27,590

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2024 filings • $25M-$50M nonprofits • Source year 2024

Asset Growth

53rd percentile

5.9%

Faster asset growth than 53% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$29,941,201

Up $1,655,744 (+5.9%) from 2023

Net Assets

$29,941,201

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1,122 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin11th percentile

Revenue

Up

$1,012,786

Up $2,153,566 (+189%) from 2023

Expenses

Up

$1,301,195

Up $7,888 (+0.6%) from 2023

Net Income

Up

-$288,409

Up $2,145,678 (+88%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$30M$20M$10M$0Assets 2012: $494,750Liabilities 2012: $02012Assets 2013: $619,745Liabilities 2013: $0Net Assets 2013: $619,7452013Assets 2014: $13,838,694Liabilities 2014: $0Net Assets 2014: $13,838,6942014Assets 2015: $14,409,313Liabilities 2015: $72,300Net Assets 2015: $14,337,0132015Assets 2016: $13,577,712Liabilities 2016: $72,300Net Assets 2016: $13,505,4122016Assets 2018: $13,506,388Liabilities 2018: $108,360Net Assets 2018: $13,398,0282018Assets 2019: $13,664,445Liabilities 2019: $127,347Net Assets 2019: $13,537,0982019Assets 2020: $13,301,857Liabilities 2020: $109,510Net Assets 2020: $13,192,3472020Assets 2021: $29,533,359Liabilities 2021: $239,159Net Assets 2021: $29,294,2002021Assets 2022: $26,337,921Liabilities 2022: $100Net Assets 2022: $26,337,8212022Assets 2023: $28,285,457Liabilities 2023: $1,1222023Assets 2024: $29,941,201Liabilities 2024: $0Net Assets 2024: $29,941,2012024

Highlighted filing

2024

Assets$29,941,201
Liabilities$0
Net Assets$29,941,201
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$10M$0-$10MRevenue 2012: $507,007Expenses 2012: $25,876Net Income 2012: $481,1312012Expenses 2013: $173,6952013Revenue 2014: $13,195,230Expenses 2014: $288,142Net Income 2014: $12,907,0882014Revenue 2015: $1,913,213Expenses 2015: $1,321,170Net Income 2015: $592,0432015Revenue 2016: $1,149,258Expenses 2016: $1,504,543Net Income 2016: -$355,2852016Revenue 2018: $1,374,906Expenses 2018: $1,527,908Net Income 2018: -$153,0022018Revenue 2019: $1,641,450Expenses 2019: $1,463,547Net Income 2019: $177,9032019Revenue 2020: $1,479,616Expenses 2020: $1,824,367Net Income 2020: -$344,7512020Revenue 2021: $18,572,265Expenses 2021: $2,470,412Net Income 2021: $16,101,8532021Revenue 2022: $447,959Expenses 2022: $1,360,529Net Income 2022: -$912,5702022Revenue 2023: -$1,140,780Expenses 2023: $1,293,307Net Income 2023: -$2,434,0872023Revenue 2024: $1,012,786Expenses 2024: $1,301,195Net Income 2024: -$288,4092024

Highlighted filing

2024

Revenue$1,012,786
Expenses$1,301,195
Net Income-$288,409
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cindy StitelerBoard MemberPT$27,590-$27,590
Laurence WolfeTreasurerPT$27,590-$27,590
John BurstVice PresidentPT$27,590-$27,590
Sheppard K StitelerSecretary-$27,590-$27,590
Melissa PoselPresidentPT$27,590-$27,590
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
Melissa Posel
Title
President
Signed
2025-06-13
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
Raw XML Appendix331 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Cindy Stiteler
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Laurence Wolfe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2John Burst
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Sheppard K Stiteler
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Melissa Posel
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt019360 Rinaldi Street 311
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Porter Ranch
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091326
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Laurence Wolfe
IRS990PF/StatementsRegardingActyGrp/PhoneNum02139997785
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01013035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Tax-Exempt Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See Attached Schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0See Attached Schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0See Attached Sch
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091326
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01013035
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01301195
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01423321
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0122126
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0410923
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0122126
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0288797
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0288797
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01301195
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0288797
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0410923
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0343
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0343
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0343
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Dues
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Investment Advisor Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Meals
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Office Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Post Box Rent
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Shipping and Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8Telephone
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0203
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11494
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt22250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3107296
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4407
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt51710
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt673
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt7420
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt84500
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0203
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11494
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt22250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3107296
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4407
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt51710
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt673
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt7420
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt84500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0203
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11494
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3107296
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4407
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51710
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt673
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7420
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt84500
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05865
TaxesSchedule/TaxesDetail/Amt010813
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010813
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010813
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Melissa Posel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Richard B Siegel Foundation
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0954306196
ReturnHeader/Filer/PhoneNum02139997785
ReturnHeader/Filer/USAddress/AddressLine1Txt019360 Rinaldi Street 311
ReturnHeader/Filer/USAddress/CityNm0Porter Ranch
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091326
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203339942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Allegent Group LLP CPAs & Bus Advisors
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05959 Topanga Canyon Blvd Ste 370
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Woodland Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091367
ReturnHeader/PreparerPersonGrp/PhoneNum08187030807
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRAD C POLAK
ReturnHeader/ReturnTs02025-06-13T14:45:29-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$29,941,201
Liabilities
$0
Net assets
$29,941,201
Revenue
$1,012,786
Expenses
$1,301,195
Net income
-$288,409
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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