Civic Intelligence

The Helicon Foundation Inc

EIN 13-3228528 • 501(c)3 • Cortlandt Manor, NY

Profile

To increase public awareness of the special breadth and importance of our western musical heritage through musical performances of music of the 17th, 18th and early 19th centuries.

8 Hilltop DriveCortlandt Manor, NY 10567

www.helicon.org

Siviq Scores

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

Liabilities / Assets

77th percentile

0.08x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

84th percentile

0.14x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

56th percentile

4.8%

Higher net margin than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$304,175

Up $31,021 (+11%) from 2024

Liabilities

Up

$23,550

Up $18,100 (+332%) from 2024

Net Assets

Up

$280,625

Up $12,921 (+4.8%) from 2024

Operations
Liabilities / Revenue84th percentileNet Margin56th percentile

Revenue

Up

$163,140

Up $28,336 (+21%) from 2024

Expenses

Up

$155,294

Up $11,486 (+8.0%) from 2024

Net Income

Up

$7,846

Up $16,850 (+187%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$800K$600K$400K$200K$0Assets 2011: $605,307Liabilities 2011: $1,310Net Assets 2011: $603,9972011Assets 2012: $548,325Liabilities 2012: $3,947Net Assets 2012: $544,3782012Assets 2013: $533,415Liabilities 2013: $4,583Net Assets 2013: $528,8322013Assets 2014: $525,769Liabilities 2014: $3,084Net Assets 2014: $522,6852014Assets 2015: $441,038Liabilities 2015: $3,896Net Assets 2015: $437,1422015Assets 2016: $393,826Liabilities 2016: $3,814Net Assets 2016: $390,0122016Assets 2017: $400,531Liabilities 2017: $4,829Net Assets 2017: $395,7022017Assets 2018: $375,359Liabilities 2018: $4,908Net Assets 2018: $370,4512018Assets 2019: $341,450Liabilities 2019: $815Net Assets 2019: $340,6352019Assets 2020: $284,000Liabilities 2020: $4,221Net Assets 2020: $279,7792020Assets 2021: $346,741Liabilities 2021: $13,863Net Assets 2021: $332,8782021Assets 2022: $267,273Liabilities 2022: $10,840Net Assets 2022: $256,4332022Assets 2023: $263,804Liabilities 2023: $1,534Net Assets 2023: $262,2702023Assets 2024: $273,154Liabilities 2024: $5,450Net Assets 2024: $267,7042024Assets 2025: $304,175Liabilities 2025: $23,550Net Assets 2025: $280,6252025

Highlighted filing

2025

Assets$304,175
Liabilities$23,550
Net Assets$280,625
Open 2025 Filing

Operations Trend

Revenue Growth73rd percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $122,090Expenses 2011: $156,722Net Income 2011: -$34,6322011Revenue 2012: $109,385Expenses 2012: $169,005Net Income 2012: -$59,6202012Revenue 2013: $124,383Expenses 2013: $169,482Net Income 2013: -$45,0992013Revenue 2014: $103,696Expenses 2014: $156,762Net Income 2014: -$53,0662014Revenue 2015: $120,452Expenses 2015: $200,013Net Income 2015: -$79,5612015Revenue 2016: $115,037Expenses 2016: $155,087Net Income 2016: -$40,0502016Revenue 2017: $120,544Expenses 2017: $152,429Net Income 2017: -$31,8852017Revenue 2018: $102,338Expenses 2018: $134,698Net Income 2018: -$32,3602018Revenue 2019: $117,677Expenses 2019: $143,652Net Income 2019: -$25,9752019Revenue 2020: $102,253Expenses 2020: $127,522Net Income 2020: -$25,2692020Revenue 2021: $85,760Expenses 2021: $93,686Net Income 2021: -$7,9262021Revenue 2022: $117,369Expenses 2022: $141,855Net Income 2022: -$24,4862022Revenue 2023: $132,030Expenses 2023: $149,652Net Income 2023: -$17,6222023Revenue 2024: $134,804Expenses 2024: $143,808Net Income 2024: -$9,0042024Revenue 2025: $163,140Expenses 2025: $155,294Net Income 2025: $7,8462025

Highlighted filing

2025

Revenue$163,140
Expenses$155,294
Net Income$7,846
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$304,175
Liabilities
$23,550
Net assets
$280,625
Revenue
$163,140
Expenses
$155,294
Net income
$7,846
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.04$0.24$2.81$1.63$1.55$0.08
2024Detailed filing. Detailed filing data is available for this year.$2.73$0.05$2.68$1.35$1.44$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.64$0.02$2.62$1.32$1.50$0.18
2022Detailed filing. Detailed filing data is available for this year.$2.67$0.11$2.56$1.17$1.42$0.24
2021Detailed filing. Detailed filing data is available for this year.$3.47$0.14$3.33$0.86$0.94$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.84$0.04$2.80$1.02$1.28$0.25
2019Detailed filing. Detailed filing data is available for this year.$3.41$0.01$3.41$1.18$1.44$0.26
2018Detailed filing. Detailed filing data is available for this year.$3.75$0.05$3.70$1.02$1.35$0.32
2017Detailed filing. Detailed filing data is available for this year.$4.01$0.05$3.96$1.21$1.52$0.32
2016Detailed filing. Detailed filing data is available for this year.$3.94$0.04$3.90$1.15$1.55$0.40
2015Detailed filing. Detailed filing data is available for this year.$4.41$0.04$4.37$1.20$2.00$0.80
2014Detailed filing. Detailed filing data is available for this year.$5.26$0.03$5.23$1.04$1.57$0.53
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.33$0.05$5.29$1.24$1.69$0.45
2012Summary only. Only limited summary data is available for this year.$5.48$0.04$5.44$1.09$1.69$0.60
2011Summary only. Only limited summary data is available for this year.$6.05$0.01$6.04$1.22$1.57$0.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 9, 2025
Return Version
2024v5.2
Gross Receipts
$262,703
Mission and Program Overview

Mission

To increase public awareness of the special breadth and importance of our western musical heritage through musical performances of music of the 17th, 18th and early 19th centuries

To increase public awareness of the special breadth and importance of our western musical heritage through musical performances of music of the 17th, 18th and early 19th centuries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$261,796$277,262▲ $15,466
Cash and Non-Interest-Bearing Accounts$9,953$25,908▲ $15,955
Land, Buildings, and Equipment, Net$1,400$1,000▼ $400
Savings and Temporary Cash Investments$5$5→ $0
Total Assets$273,154$304,175▲ $31,021
Liabilities
Deferred Revenue$5,450$23,550▲ $18,100
Total Liabilities$5,450$23,550▲ $18,100
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$262,254$257,075▼ $5,179
Net Assets With Donor Restrictions$5,450$23,550▲ $18,100
Total Net Assets Fund Balance$267,704$280,625▲ $12,921
Total Liabilities and Net Assets / Fund Balance$273,154$304,175▲ $31,021

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,000$36,427$37,427
Other Land Buildings-$1,162$1,162
Other Securities$277,262--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Lisa WelchPresident
Carl DeloVice President
Gail LavielleDirector
Georgette MalloryDirector
Joy GoudieDirector
Peter LombardoDirector
William SimonDirector
Pamela DrexelSecretary
David MoyerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$148,310
Program Service Revenue
$5,600
Investment Income
$21,341
Other Revenue
$-12,111
All Other Contributions
$16,700
Change in Net Assets
$7,846
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$95,618
Salaries, Compensation, and Employee Benefits$59,676
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$28,500$25,000-$53,500
Fees for Services Other$45,362$725-$46,087
Occupancy$14,800--$14,800
Insurance$4,368$3,828-$8,196
Payroll Taxes$3,088$3,088-$6,176
Fees for Service Investment Mgmnt Fees-$2,009-$2,009
Office Expenses$508$1,434-$1,942
Fees for Services Accounting-$1,345-$1,345
Advertising$1,101$111-$1,212
Depreciation Depletion-$400-$400
Other Expenses$220$290-$220
Total Functional Expenses$117,064$38,230$0$155,294
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$17,071
Fundraising Gross Income$4,960
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$45,245$4,960$1,131$3,829
Total Events$45,245$4,960$17,071$-12,111
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The 990 is reviewed at a regularly scheduled board meeting and approved for filing.”

Governing documents etc available to public Part VI line 19

“Upon written request all governing documents, conflict of interest policy and financial statements are available for inspection during normal business hours.”

Filing and Contact Details

Filer

Filer Name
The Helicon Foundation Inc
EIN
13-3228528
In Care Of
% LISA WELCH
Phone
2128746438
Address
8 HILLTOP DRIVE, CORTLANDT MANOR, NY 10567

Signing Officer

Name
Lisa Welch
Title
President
Phone
2128746438
Signed
2025-12-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Welch
Formed
1984
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
9
Employees
6

Preparer

Firm
Reimer & Freeman Cpas Pc
Address
145 MERRITTS RD SUITE 1, FARMINGDALE, NY 11735
Preparer
Mara L Reimer
Phone
5166946808
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Other professional fees: $46,087 (total)program: ($45,362 total)musician fees: $2725videographers: $260photography: $1600symposium staff: $5459instrument tuner: $1870payroll service 50% $725symposium musicians: $30800symposium stage mgr: $1923general operating: ($725 total)payroll service 50% $725”

Part III response or note to any other line in Part III

“SEASON 40 CONCERTS:SYMPOSIUM 147 THREE PARTS UPON A GROUND (SEPT 22-23, 2024)MUSIC FOR THREE VIOLINS BY PACHELBEL, PURCELL, GABRIELI, AND OTHERSSYMPOSIUM 148 ROMANTIC WINDS (NOV 17-18, 2024)QUINTET IN E-FLAT MAJOR, OP. 16 LUDWIG VAN BEETHOVENSEXTET IN C MINOR, OP. 40 LOUISE FARRENCSYMPOSIUM 149 THE SPIRES OF PARIS: PARISIAN ORGANISTS OF THE BELLE &#xC9;POQUE (MAR 2-3, 2025)SYMPOSIUM 150 THE ANGEL AND THE DEVIL: RIVALS OF THE VIOLA DA GAMBA (MAY 11-12, 2025)PIANO QUARTET NO. 1 IN C MINOR, OP. 15 GABRIEL FAUR&#xC9;PIANO QUARTET IN A MINOR, OP. 66 CHARLES-MARIE WIDORFANTAISIE FOR VIOLIN AND HARP, OP. 124 CAMILLE SAINT-SANS”

Raw XML AppendixShowing 400 of 458 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED AT A REGULARLY SCHEDULED BOARD MEETING AND APPROVED FOR FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON WRITTEN REQUEST ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER PROFESSIONAL FEES: $46,087 (TOTAL)PROGRAM: ($45,362 TOTAL)MUSICIAN FEES: $2725VIDEOGRAPHERS: $260PHOTOGRAPHY: $1600SYMPOSIUM STAFF: $5459INSTRUMENT TUNER: $1870PAYROLL SERVICE 50% $725SYMPOSIUM MUSICIANS: $30800SYMPOSIUM STAGE MGR: $1923GENERAL OPERATING: ($725 TOTAL)PAYROLL SERVICE 50% $725
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SEASON 40 CONCERTS:SYMPOSIUM 147 THREE PARTS UPON A GROUND (SEPT 22-23, 2024)MUSIC FOR THREE VIOLINS BY PACHELBEL, PURCELL, GABRIELI, AND OTHERSSYMPOSIUM 148 ROMANTIC WINDS (NOV 17-18, 2024)QUINTET IN E-FLAT MAJOR, OP. 16 LUDWIG VAN BEETHOVENSEXTET IN C MINOR, OP. 40 LOUISE FARRENCSYMPOSIUM 149 THE SPIRES OF PARIS: PARISIAN ORGANISTS OF THE BELLE &#xC9;POQUE (MAR 2-3, 2025)SYMPOSIUM 150 THE ANGEL AND THE DEVIL: RIVALS OF THE VIOLA DA GAMBA (MAY 11-12, 2025)PIANO QUARTET NO. 1 IN C MINOR, OP. 15 GABRIEL FAUR&#xC9;PIANO QUARTET IN A MINOR, OP. 66 CHARLES-MARIE WIDORFANTAISIE FOR VIOLIN AND HARP, OP. 124 CAMILLE SAINT-SANS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2List of other fees for services expenses Part IX line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part III response or note to any other line in Part III
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