Straus Historical Society

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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

David Kahn

Phone

6317244487

Tax Period

2025-01-01 to 2025-12-31

Straus Historical Society, founded in 1998, is a small nonprofit in the Arts, Culture & Humanities sector that reported $152K in total revenue in fiscal year 2025. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $31K, a strong 20% operating margin.

Mission

The Societys mission is to foster the preservation and interpretation of cultural and historical matters pertaining to the settlement of Jews in the United States, with a particular focus on the family of Lazarus and Sara Straus. The Society conducts research, collaborates with individuals and institutions, and disseminates information through publications and public presentations to educate the public about their historical significance and contributions to American society.

Program Service Accomplishments

Program 1

Expenses: $85,250 Revenue: $3,636

In carrying out its mission, the Society conducted research and exchanged information with individuals and organizations having an interest in the settlement of Jews in the United States, with a...

In carrying out its mission, the Society conducted research and exchanged information with individuals and organizations having an interest in the settlement of Jews in the United States, with a particular focus on the family of Lazarus and Sara Straus. The Society uses the history and contributions of the Straus family in government, commerce, and philanthropy as a framework for educating the public about broader themes in American history and the immigrant experience. During the year, the Society conducted historical research and collaborated with institutions and individuals to collect and share materials related to the Straus family, including participation in museum exhibitions and public presentations. The Society disseminated its research through newsletters, reports, educational seminars, and presentations at schools and public forums, and made materials available to researchers, authors, and students to support further study of American history. The Society continued its scholarship program, providing financial support to students consistent with its educational mission.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $140,499

Program Service Revenue $3,636

Investment Income $7,739

Other Revenue $0

TOTAL REVENUE $151,874

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $75,815

Fundraising Expenses $13,578

Program Expenses $85,250

Other Expenses $20,220

TOTAL EXPENSES $121,035

Year-over-Year Comparison

	2025	2024	Change
Revenue	$151,874	$115,721	+0.3%
Expenses	$121,035	$116,236	+0.0%
Net Income	$30,839	$-515	-60.9%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

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Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$44,600

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joan Adler	Executive Director	40.00	Officer	$44,600	$0	$44,600
David Kahn	Chairman	1.00	Officer Director	$0	$0	$0
Richard Gerstman	Vice-Chairman	1.00	Officer Director	$0	$0	$0
Mark Altschuler	Secretary	1.00	Officer Director	$0	$0	$0
Lawrence Kahn	Treasurer	1.00	Officer Director	$0	$0	$0
Michael H Buckner	Director	1.00	Director	$0	$0	$0
Jardena Gertler-Jaffe	Director	1.00	Director	$0	$0	$0
Warren Klein	Director	1.00	Director	$0	$0	$0
David Kurzman	Director	1.00	Director	$0	$0	$0
Elizabeth Loop	Director	1.00	Director	$0	$0	$0
Alexandra More	Director	1.00	Director	$0	$0	$0
Adam Straus	Director	1.00	Director	$0	$0	$0
David A Straus	Director	1.00	Director	$0	$0	$0
Richard K Straus Sr	Director	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$151,874	$121,035	$616,828	$30,839
2024	$115,721	$116,236	$530,083	$-515
2023	$128,562	$108,737	$516,331	$19,825
2022	$124,169	$100,881	$491,413	$23,288
2021	$163,414	$109,118	$583,246	$54,296
2020	$79,896	$89,224	$528,487	$-9,328
2019	$91,308	$82,478	$492,098	$8,830
2018	$473,634	$88,471	$426,981	$385,163