Civic Intelligence

The Helena Segy Foundation C/O William R Dunlop Trustee

990PF • Fiscal year 2020 • EIN 13-6978310

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

Organization Profile
140 BROADWAY Suite 3100New York, NY 10005

(212) 973-8020

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

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

Liabilities / Revenue

29th percentile

0.00x

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

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

Net Margin

7th percentile

-120%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

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

Asset Growth

21st percentile

-3.5%

Faster asset growth than 21% of similar nonprofits.

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

Revenue Growth

2nd percentile

-88%

Faster revenue growth than 2% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$4,042,273

Down $147,315 (-3.5%) from 2019

Net Assets

Down

$4,042,273

Down $147,315 (-3.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin7th percentile

Revenue

Down

$122,365

Down $897,123 (-88%) from 2019

Expenses

Up

$269,680

Up $24,529 (+10%) from 2019

Net Income

Down

-$147,315

Down $921,652 (-119%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$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

2020

Assets$4,042,273
Liabilities$0
Net Assets$4,042,273
Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$122,365
Expenses$269,680
Net Income-$147,315
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th 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
In Care Of
% EISNERAMPER LLP
Phone
2129738020
Address
140 BROADWAY Suite 3100, NEW YORK, NY 10005

Signing Officer

Name
William R Dinlop
Title
Trustee
Phone
2129738020
Signed
2021-11-15
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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25CAPITAL GAIN DIVIDENDS
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0222133
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01335
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04137465
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt068061
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0223468
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04469350
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04537411
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM R DUNLOP
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0241626
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IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0733 THIRD AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010017
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0EISNERAMPER LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum02129498700
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0HELENA SEGY I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0185000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See Attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0PUBLIC SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0See Attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010023
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0185000
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/AppliedToCurrentYearAmt0222133
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0222133
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011953
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0108271
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0102258
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0211737
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt076585
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt076585
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0453712
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt019493
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011953
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0108271
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0102258
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0211737
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0241626
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt019493
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0530297
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0510804
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt049356
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt049356
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NY DEPARTMENT OF LAW
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherIncomeSchedule2/OtherIncomeDetail/Desc0RECOVERIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt019592
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt019592
TaxesSchedule/TaxesDetail/Amt01189
TaxesSchedule/TaxesDetail/Amt1253
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0253
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM R DINLOP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02129738020
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/DisasterReliefTxt0Hurricane Ida
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HELENA SEGY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O William R Dunlop
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0136978310
ReturnHeader/Filer/InCareOfNm0% EISNERAMPER LLP

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,042,273
Liabilities
$0
Net assets
$4,042,273
Revenue
$122,365
Expenses
$269,680
Net income
-$147,315
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
2020Detailed filing. Detailed filing data is available for this year.$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