Henry & Rosa Segal Foundation Inc
Henry & Rosa Segal Foundation consistently spends more than its revenue, drawing down assets.
EIN: 136163177 · New Haven, CT · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $31K |
| Total Expenses | $54K |
| Program Spending | 90% |
| Net Assets | $441K |
| Transparency Score | 85/100 |
Is Henry & Rosa Segal Foundation Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Henry & Rosa Segal Foundation Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Henry & Rosa Segal Foundation Inc
Henry & Rosa Segal Foundation Inc (EIN: 136163177) is a nonprofit organization based in New Haven, CT. The organization reported total revenue of $31K and total assets of $478K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Henry & Rosa Segal Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Henry & Rosa Segal Foundation Inc is a micro nonprofit that has been operating for 64 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 22.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $22K |
| Total Expenses | $54K |
| Surplus / Deficit | $-32,250 |
| Total Assets | $441K |
| Total Liabilities | $1 |
| Net Assets | $441K |
| Operating Margin | -149.6% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 98.4 months |
Financial Health Grade: B
In 2023, Henry & Rosa Segal Foundation Inc reported a deficit of $32K with expenses exceeding revenue, holds 98.4 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Henry & Rosa Segal Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 22.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -6.9% | -30.3% | -6.8% |
| 2022 | +1.4% | +100.0% | -13.5% |
| 2021 | +6.2% | +1148.3% | +0.5% |
| 2020 | -19.8% | +559.5% | +16.8% |
| 2019 | -22.7% | -99.7% | +4.4% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1962 |
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 Henry & Rosa Segal Foundation Inc with a Mission Score of 85 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, Henry & Rosa Segal Foundation Inc 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 $32K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The organization reports 0% officer compensation across all available filings, indicating a volunteer-led board or that all administrative functions are performed without direct compensation to officers, which is highly efficient for a foundation of this size.
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 Henry & Rosa Segal Foundation Inc's IRS 990 filings:
- Consistent deficit spending, with expenses frequently exceeding revenue (e.g., $53,812 expenses vs. $21,562 revenue in 2023).
- Long-term decline in assets, from $1,210,933 in 2011 to $441,185 in 2023, indicating a draw-down strategy.
Strengths
The following positive indicators were identified for Henry & Rosa Segal Foundation Inc:
- Zero officer compensation reported across all filings, indicating high efficiency and dedication.
- Very low liabilities, often $1, demonstrating strong financial management and minimal debt.
- Consistent filing of IRS Form 990s, indicating good transparency.
- Substantial asset base ($477,857) provides a buffer despite deficit spending.
Frequently Asked Questions about Henry & Rosa Segal Foundation Inc
Is Henry & Rosa Segal Foundation Inc a legitimate charity?
Henry & Rosa Segal Foundation Inc (EIN: 136163177) is a registered tax-exempt nonprofit based in Connecticut. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $31K. 2 red flags identified. 4 strengths noted. Financial health grade: B.
How does Henry & Rosa Segal Foundation Inc spend its money?
Henry & Rosa Segal Foundation Inc directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Henry & Rosa Segal Foundation Inc tax-deductible?
Henry & Rosa Segal Foundation Inc is registered as a tax-exempt nonprofit (EIN: 136163177). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Henry & Rosa Segal Foundation Inc located?
Henry & Rosa Segal Foundation Inc is headquartered in New Haven, Connecticut and files with the IRS under EIN 136163177.
How many years of IRS 990 filings does Henry & Rosa Segal Foundation Inc have?
Henry & Rosa Segal Foundation Inc 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 $31K in total revenue.
Is the Henry & Rosa Segal Foundation Inc. financially sustainable in the long term given its spending patterns?
The foundation has consistently spent more than its revenue, leading to a decline in assets from over $1.2 million in 2011 to $441,185 in 2023. While its current asset base is substantial, this trend suggests a finite operational horizon if current spending levels continue without significant new revenue sources.
What are the primary program areas supported by the foundation?
Based on the provided data, the NTEE code is unknown, and specific program details are not available. However, the high program spending ratio suggests a focus on direct charitable activities or grant-making.
How does the lack of officer compensation impact the foundation's operations?
The absence of officer compensation indicates a highly efficient operational model, likely relying on volunteer leadership. This minimizes administrative overhead and maximizes the proportion of funds available for programmatic activities.
Filing History
IRS 990 filing history for Henry & Rosa Segal Foundation Inc showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Henry & Rosa Segal Foundation Inc's revenue has grown by 992.3%, moving from $2K to $22K. Total assets decreased by 63.6% over the same period, from $1.2M to $441K. Total functional expenses fell by 43.8%, from $96K to $54K. In its most recent filing year (2023), Henry & Rosa Segal Foundation Inc reported a deficit of $32K, with expenses exceeding revenue. The organization holds $1 in liabilities against $441K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $441K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $22K | $54K | $441K | $1 | — | — |
| 2022 | $23K | $77K | $473K | $1 | — | View 990 |
| 2021 | $23K | $39K | $547K | $1 | — | — |
| 2020 | $22K | $3K | $544K | $1 | — | — |
| 2019 | $27K | $469 | $466K | $1 | — | View 990 |
| 2015 | $35K | $170K | $447K | $8K | — | View 990 |
| 2014 | $9K | $309K | $596K | $24K | — | View 990 |
| 2013 | $52K | $76K | $873K | $1 | — | View 990 |
| 2012 | $45K | $359K | $927K | $29K | — | View 990 |
| 2011 | $2K | $96K | $1.2M | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $22K, expenses of $54K, and assets of $441K (revenue -6.9% year-over-year).
- 2022: Revenue of $23K, expenses of $77K, and assets of $473K (revenue +1.4% year-over-year).
- 2021: Revenue of $23K, expenses of $39K, and assets of $547K (revenue +6.2% year-over-year).
- 2020: Revenue of $22K, expenses of $3K, and assets of $544K (revenue -19.8% year-over-year).
- 2019: Revenue of $27K, expenses of $469, and assets of $466K (revenue -22.7% year-over-year).
- 2015: Revenue of $35K, expenses of $170K, and assets of $447K (revenue +290.4% year-over-year).
- 2014: Revenue of $9K, expenses of $309K, and assets of $596K (revenue -82.8% year-over-year).
- 2013: Revenue of $52K, expenses of $76K, and assets of $873K (revenue +13.6% year-over-year).
- 2012: Revenue of $45K, expenses of $359K, and assets of $927K (revenue +2199.1% year-over-year).
- 2011: Revenue of $2K, expenses of $96K, and assets of $1.2M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Henry & Rosa Segal Foundation Inc:
Data Sources and Methodology
This transparency report for Henry & Rosa Segal Foundation Inc 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.