Straus Historical Society (EIN 134041199) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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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

To preserve and interpret cultural and historical matters relating to the settlement of Jews in the United States, with a particular focus on the family of Lazarus and Sara Straus, and to educate a diverse public about their historical significance and contributions to American society.

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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

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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

Straus Historical Society