Civic Intelligence

The Helena Segy Foundation

EIN 13-6978310 • Glen Cove, NY

55 Knott DriveGlen Cove, NY 11542
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

54th percentile

7.3%

Higher net margin than 54% 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

41st percentile

0.3%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

81st percentile

61%

Faster revenue growth than 81% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$3,721,913

Up $12,683 (+0.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,721,913

Up $12,683 (+0.3%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin54th percentile

Revenue

Up

$235,187

Up $88,844 (+61%) from 2023

Expenses

Down

$217,978

Down $38,606 (-15%) from 2023

Net Income

Up

$17,209

Up $127,450 (+116%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $180,806Liabilities 2011: $02011Assets 2012: $163,619Liabilities 2012: $0Net Assets 2012: $163,6192012Assets 2013: $153,360Liabilities 2013: $0Net Assets 2013: $153,3602013Assets 2014: $141,488Liabilities 2014: $0Net Assets 2014: $141,4882014Assets 2015: $555,871Liabilities 2015: $0Net Assets 2015: $555,8712015Assets 2016: $1,019,381Liabilities 2016: $0Net Assets 2016: $1,019,3812016Assets 2017: $1,885,058Liabilities 2017: $0Net Assets 2017: $1,885,0582017Assets 2018: $3,415,251Liabilities 2018: $0Net Assets 2018: $3,415,2512018Assets 2019: $4,189,588Liabilities 2019: $0Net Assets 2019: $4,189,5882019Assets 2020: $4,042,273Liabilities 2020: $0Net Assets 2020: $4,042,2732020Assets 2021: $3,976,291Liabilities 2021: $0Net Assets 2021: $3,976,2912021Assets 2022: $3,819,471Liabilities 2022: $0Net Assets 2022: $3,819,4712022Assets 2023: $3,709,230Liabilities 2023: $0Net Assets 2023: $3,709,2302023Assets 2024: $3,721,913Liabilities 2024: $0Net Assets 2024: $3,721,9132024

Highlighted filing

2024

Assets$3,721,913
Liabilities$0
Net Assets$3,721,913
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $4,926Expenses 2011: $14,278Net Income 2011: -$9,3522011Expenses 2012: $22,1262012Revenue 2013: $5,505Expenses 2013: $15,764Net Income 2013: -$10,2592013Revenue 2014: $6,821Expenses 2014: $18,693Net Income 2014: -$11,8722014Revenue 2015: $512,533Expenses 2015: $98,150Net Income 2015: $414,3832015Revenue 2016: $729,898Expenses 2016: $266,388Net Income 2016: $463,5102016Revenue 2017: $1,023,256Expenses 2017: $157,579Net Income 2017: $865,6772017Revenue 2018: $1,775,545Expenses 2018: $245,352Net Income 2018: $1,530,1932018Revenue 2019: $1,019,488Expenses 2019: $245,151Net Income 2019: $774,3372019Revenue 2020: $122,365Expenses 2020: $269,680Net Income 2020: -$147,3152020Revenue 2021: $211,121Expenses 2021: $277,103Net Income 2021: -$65,9822021Revenue 2022: $95,480Expenses 2022: $252,300Net Income 2022: -$156,8202022Revenue 2023: $146,343Expenses 2023: $256,584Net Income 2023: -$110,2412023Revenue 2024: $235,187Expenses 2024: $217,978Net Income 2024: $17,2092024

Highlighted filing

2024

Revenue$235,187
Expenses$217,978
Net Income$17,209
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,721,913
Liabilities
$0
Net assets
$3,721,913
Revenue
$235,187
Expenses
$217,978
Net income
$17,209
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.24$0.22$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.71$0.00$3.71$0.15$0.26$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.10$0.25$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.98$0.00$3.98$0.21$0.28$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.04$0.00$4.04$0.12$0.27$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.19$0.00$4.19$1.02$0.25$0.77
2018Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$1.78$0.25$1.53
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.00$1.89$1.02$0.16$0.87
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.73$0.27$0.46
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.51$0.10$0.41
2014Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.01$0.02$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.01$0.02$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.02
2011Summary only. Only limited summary data is available for this year.$0.18$0.00$0.00$0.01$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 28, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM R DUNLOPTrustee -1/2hr/Week-$0--
Filing and Contact Details

Filer

Filer Name
The Helena Segy Foundation
EIN
13-6978310
Phone
2129738020
Address
55 KNOTT DRIVE, GLEN COVE, NY 11542

Signing Officer

Name
William R Dunlop
Title
Trustee
Phone
2129738020
Signed
2025-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Eisner Advisory Group LLC
Address
733 THIRD AVENUE, NEW YORK, NY 10017-2703
Preparer
Peter Michaelson
Phone
2129498700
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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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