Civic Intelligence

Gary Segal Charitable Foundation Tr Ua 12282001

990PF • Fiscal year 2020 • EIN 11-6570328

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

10 West Street Ph 3BNew York, NY 10004

(718) 435-7900

Siviq Scores

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

Liabilities / Assets

84th percentile

0.00x

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

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

0.00x

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

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Net Margin

40th percentile

-19%

Higher net margin than 40% of similar nonprofits.

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Asset Growth

29th percentile

-3.5%

Faster asset growth than 29% of similar nonprofits.

2020 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

76th percentile

51%

Faster revenue growth than 76% of similar nonprofits.

2020 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$1,454,648

Down $52,998 (-3.5%) from 2019

Net Assets

Down

$1,454,648

Down $52,998 (-3.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$47,809

Up $16,141 (+51%) from 2019

Expenses

Down

$56,919

Down $56,284 (-50%) from 2019

Net Income

Up

-$9,110

Up $72,425 (+89%) from 2019

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,147,405Liabilities 2010: $0Net Assets 2010: $2,147,4052010Assets 2011: $2,060,300Liabilities 2011: $0Net Assets 2011: $2,060,3002011Assets 2012: $1,881,743Liabilities 2012: $0Net Assets 2012: $1,881,7432012Assets 2013: $1,804,718Liabilities 2013: $0Net Assets 2013: $1,804,7182013Assets 2014: $1,680,843Liabilities 2014: $0Net Assets 2014: $1,680,8432014Assets 2015: $1,733,632Liabilities 2015: $0Net Assets 2015: $1,733,6322015Assets 2016: $1,639,194Liabilities 2016: $0Net Assets 2016: $1,639,1942016Assets 2017: $1,568,935Liabilities 2017: $0Net Assets 2017: $1,568,9352017Assets 2018: $1,589,181Liabilities 2018: $0Net Assets 2018: $1,589,1812018Assets 2019: $1,507,646Liabilities 2019: $0Net Assets 2019: $1,507,6462019Assets 2020: $1,454,648Liabilities 2020: $0Net Assets 2020: $1,454,6482020Assets 2021: $1,603,289Liabilities 2021: $0Net Assets 2021: $1,603,2892021Assets 2022: $1,599,227Liabilities 2022: $0Net Assets 2022: $1,599,2272022Assets 2023: $1,544,948Liabilities 2023: $4,403Net Assets 2023: $1,540,5452023Assets 2024: $1,544,611Liabilities 2024: $0Net Assets 2024: $1,544,6112024

Highlighted filing

2020

Assets$1,454,648
Liabilities$0
Net Assets$1,454,648

Operations Trend

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $143,7402010Expenses 2011: $143,4642011Expenses 2012: $167,3702012Revenue 2013: $98,594Expenses 2013: $175,619Net Income 2013: -$77,0252013Revenue 2014: $78,653Expenses 2014: $202,528Net Income 2014: -$123,8752014Revenue 2015: $206,569Expenses 2015: $153,780Net Income 2015: $52,7892015Revenue 2016: $34,289Expenses 2016: $128,725Net Income 2016: -$94,4362016Revenue 2017: $87,654Expenses 2017: $157,913Net Income 2017: -$70,2592017Revenue 2018: $37,955Expenses 2018: $17,709Net Income 2018: $20,2462018Revenue 2019: $31,668Expenses 2019: $113,203Net Income 2019: -$81,5352019Revenue 2020: $47,809Expenses 2020: $56,919Net Income 2020: -$9,1102020Revenue 2021: $243,677Expenses 2021: $95,036Net Income 2021: $148,6412021Revenue 2022: $171,387Expenses 2022: $175,449Net Income 2022: -$4,0622022Revenue 2023: $85,809Expenses 2023: $144,491Net Income 2023: -$58,6822023Revenue 2024: $160,843Expenses 2024: $156,777Net Income 2024: $4,0662024

Highlighted filing

2020

Revenue$47,809
Expenses$56,919
Net Income-$9,110
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY SEGALTrustee-$0--
FRANCINE SEGALTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Segal Charitable Foundation
EIN
11-6570328
Phone
7184357900
Address
10 WEST STREET PH 3B, NEW YORK, NY 10004

Signing Officer

Name
Francine Segal
Title
Trustee
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Wagner & Zwerman LLP
Address
201 Old Country Road Ste 202, Melville, NY 11747
Preparer
Andrew M Zwerman CPA
Phone
6317771000
Raw XML Appendix347 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt020 HARRIS AVENEUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1247 WEST 37TH STREET 5TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2365 SOUTH END AVE 6F
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32361 HYLAN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4154 SUNSET AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 22324
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61407 BROADWAY 40TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0INWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3STATEN ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WESTHAMPTON BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011096
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210280
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd411978
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510087
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd610018
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt040100
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/AppliedToCurrentYearAmt056919
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt086086
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt029167
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0112040
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016423
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt078368
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt039644
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt064237
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt029167
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt035070
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0246475
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0112040
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016423
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt078368
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt039644
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt056919
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0281545
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0310712
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0SEGAL 2011 CHARITABLE LEAD TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1SEGAL 2012 CHARITABLE LEAD TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2SEGAL 2013 CHARITABLE LEAD TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt010 WEST STREET PH 3B
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt110 WEST STREET PH 3B
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt210 WEST STREET PH 3B
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010004
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd110004
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd210004
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt012500
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt112500
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt215000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt085
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt110353
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt085
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110353
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt085
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110353
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt014251
TaxesSchedule/TaxesDetail/Amt01281
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01281
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01281
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANCINE SEGAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SEGAL CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO GARY SEGAL
ReturnHeader/Filer/BusinessNameControlTxt0SEGA
ReturnHeader/Filer/EIN0116570328
ReturnHeader/Filer/PhoneNum07184357900
ReturnHeader/Filer/USAddress/AddressLine1Txt010 WEST STREET PH 3B
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010004
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0112836481
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wagner & Zwerman LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 Old Country Road Ste 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Melville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011747
ReturnHeader/PreparerPersonGrp/PhoneNum06317771000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW M ZWERMAN CPA
ReturnHeader/ReturnTs02021-11-15T09:35:26-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FRANCINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SEGAL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.16$0.16$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.09$0.14$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.17$0.18$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.24$0.10$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.05$0.06$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.03$0.11$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.04$0.02$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.09$0.16$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.03$0.13$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.21$0.15$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.08$0.20$0.12
2013Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.10$0.18$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.17
2011Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.14
2010Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.14