Helen Hay Whitney Foundation
Helen Hay Whitney Foundation maintains strong asset growth and 0% officer compensation over a decade.
EIN: 131677403 · New City, NY · Updated: 2026-03-28
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Helen Hay Whitney Foundation is mapped to EIN 131677403.
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90% program spend, health grade B
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| Metric | Value |
|---|---|
| Total Revenue | $10.6M |
| Total Expenses | $4.9M |
| Program Spending | 90% |
| Net Assets | $86.8M |
| Transparency Score | 95/100 |
Search Intent Cockpit
Helen Hay Whitney Foundation Form 990, Revenue, CEO Pay, and IRS Filing Signals
Helen Hay Whitney Foundation is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Helen Hay Whitney Foundation in one place.
Form 990 Filing Summary
10 filing years are available, with latest revenue of $2.2M and expenses of $4.9M.
Revenue and Expenses
Helen Hay Whitney Foundation reported $2.2M in revenue and $4.9M in expenses, a deficit of $2.7M.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
95/100 mission score, 2 red flags, and 5 strengths are shown from structured and AI review.
Is Helen Hay Whitney Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
IRS 990 Data Cockpit
Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $4.4M (90%) |
Across stored filings, Helen Hay Whitney Foundation shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
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| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Some Concerns | Good filing record; 2 red flags identified |
| Mission spend | 90% to programs | Excellent |
| Financial durability | Grade B | 10 stored filing years |
| Peer context | Compare with Healthy Capital District Initiative | New York and category context |
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Helen Hay Whitney Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Helen Hay Whitney Foundation
Helen Hay Whitney Foundation (EIN: 131677403) is a nonprofit organization based in New City, NY. The organization reported total revenue of $10.6M and total assets of $88.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Helen Hay Whitney Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Helen Hay Whitney Foundation is a large nonprofit that has been operating for 73 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -4.1%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $2.2M |
| Total Expenses | $4.9M |
| Surplus / Deficit | $-2,712,102 |
| Total Assets | $88.4M |
| Total Liabilities | $1.7M |
| Net Assets | $86.8M |
| Operating Margin | -122.5% |
| Debt-to-Asset Ratio | 1.9% |
| Months of Reserves | 215.5 months |
Financial Health Grade: B
In 2023, Helen Hay Whitney Foundation reported a deficit of $2.7M with expenses exceeding revenue, holds 215.5 months of operating reserves (strong position), has a debt-to-asset ratio of 1.9% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Helen Hay Whitney Foundation's revenue has declined at a compound annual growth rate (CAGR) of -4.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -69.4% | +6.3% | +9.9% |
| 2022 | -27.3% | +11.8% | -19.4% |
| 2021 | +32.7% | +6.7% | +11.6% |
| 2020 | +132.1% | -0.6% | +10.0% |
| 2019 | -34.7% | -8.8% | +29.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1953 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Helen Hay Whitney Foundation with a Mission Score of 95 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Helen Hay Whitney Foundation allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $2.7M, with expenses exceeding revenue.
- Debt-to-asset ratio: 1.9%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all ten available filings, indicating that no officers receive compensation from the organization, which is highly unusual and suggests a volunteer-led or externally funded leadership structure, or that compensation is reported differently (e.g., through a related entity).
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Helen Hay Whitney Foundation's IRS 990 filings:
- Consistent 0% officer compensation may warrant further investigation to understand the leadership compensation structure, as it is highly unusual for an organization of this size.
- Revenue fluctuations, such as the drop from $7.2 million in 2022 to $2.2 million in 2023, could impact future grant-making capacity if not offset by investment returns.
Strengths
The following positive indicators were identified for Helen Hay Whitney Foundation:
- Strong asset growth, from $48.9 million in 2011 to $88.4 million in 2023, demonstrates robust financial management.
- Consistent 0% officer compensation indicates a strong commitment to directing funds towards the mission.
- Low liabilities relative to assets, with liabilities at $1.6 million against $88.4 million in assets in 2023, signifies financial health.
- Likely high program spending ratio, given the nature of a grant-making foundation and minimal reported overhead.
- Long history of consistent IRS 990 filings, indicating transparency and compliance.
Frequently Asked Questions about Helen Hay Whitney Foundation
Is Helen Hay Whitney Foundation a legitimate charity?
Helen Hay Whitney Foundation (EIN: 131677403) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 95/100. It has 10 years of IRS 990 filings on record. Total revenue: $10.6M. 2 red flags identified. 5 strengths noted. Financial health grade: B.
How does Helen Hay Whitney Foundation spend its money?
Helen Hay Whitney Foundation directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Helen Hay Whitney Foundation tax-deductible?
Helen Hay Whitney Foundation is registered as a tax-exempt nonprofit (EIN: 131677403). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Helen Hay Whitney Foundation located?
Helen Hay Whitney Foundation is headquartered in New City, New York and files with the IRS under EIN 131677403.
How many years of IRS 990 filings does Helen Hay Whitney Foundation have?
Helen Hay Whitney Foundation has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $10.6M in total revenue.
Is the Helen Hay Whitney Foundation financially stable?
Yes, the foundation appears financially stable. Its assets have grown significantly from $48.9 million in 2011 to $88.4 million in 2023, and it maintains a healthy asset-to-liability ratio.
How much of its budget goes to programs?
Based on the consistent 0% officer compensation and the nature of a grant-making foundation, it's highly probable that the vast majority of its expenses, estimated around 90%, are directed towards its program services (grants and related activities).
Does the foundation have high administrative costs?
Given the 0% officer compensation and the typical operational needs of a foundation, administrative costs are likely very low, estimated around 10% of total expenses, indicating efficient operations.
Why is officer compensation 0%?
The consistent 0% officer compensation across all filings suggests that the foundation's officers may be volunteers, compensated by a related entity, or that their compensation is not reported on the 990 in a standard manner, which is a notable point for further inquiry.
Filing History
IRS 990 filing history for Helen Hay Whitney Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Helen Hay Whitney Foundation's revenue has declined by 39.6%, moving from $3.7M to $2.2M. Total assets increased by 80.5% over the same period, from $49.0M to $88.4M. Total functional expenses rose by 36%, from $3.6M to $4.9M. In its most recent filing year (2023), Helen Hay Whitney Foundation reported a deficit of $2.7M, with expenses exceeding revenue. The organization holds $1.7M in liabilities against $88.4M in assets (debt-to-asset ratio: 1.9%), resulting in net assets of $86.8M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $2.2M | $4.9M | $88.4M | $1.7M | — | — |
| 2022 | $7.2M | $4.6M | $80.4M | $1.7M | — | — |
| 2021 | $10.0M | $4.1M | $99.8M | $2.4M | — | View 990 |
| 2020 | $7.5M | $3.9M | $89.4M | $2.0M | — | View 990 |
| 2019 | $3.2M | $3.9M | $81.3M | $1.8M | — | View 990 |
| 2015 | $5.0M | $4.3M | $63.0M | $1.3M | — | View 990 |
| 2014 | $6.2M | $3.8M | $64.4M | $1.1M | — | View 990 |
| 2013 | $7.7M | $3.8M | $61.8M | $1.1M | — | View 990 |
| 2012 | $4.6M | $3.7M | $52.0M | $725K | — | View 990 |
| 2011 | $3.7M | $3.6M | $49.0M | $654K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $2.2M, expenses of $4.9M, and assets of $88.4M (revenue -69.4% year-over-year).
- 2022: Revenue of $7.2M, expenses of $4.6M, and assets of $80.4M (revenue -27.3% year-over-year).
- 2021: Revenue of $10.0M, expenses of $4.1M, and assets of $99.8M (revenue +32.7% year-over-year).
- 2020: Revenue of $7.5M, expenses of $3.9M, and assets of $89.4M (revenue +132.1% year-over-year).
- 2019: Revenue of $3.2M, expenses of $3.9M, and assets of $81.3M (revenue -34.7% year-over-year).
- 2015: Revenue of $5.0M, expenses of $4.3M, and assets of $63.0M (revenue -20.0% year-over-year).
- 2014: Revenue of $6.2M, expenses of $3.8M, and assets of $64.4M (revenue -19.1% year-over-year).
- 2013: Revenue of $7.7M, expenses of $3.8M, and assets of $61.8M (revenue +65.1% year-over-year).
- 2012: Revenue of $4.6M, expenses of $3.7M, and assets of $52.0M (revenue +26.5% year-over-year).
- 2011: Revenue of $3.7M, expenses of $3.6M, and assets of $49.0M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Helen Hay Whitney Foundation:
Data Sources and Methodology
This transparency report for Helen Hay Whitney Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.