GWENDOLYN AND JOSEPH STRAUS CHARITABLE FUND INC (EIN 471133616) - 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

2014

Legal Domicile

Principal Officer

JOSEPH STRAUS

Phone

2012424000

Tax Period

2021-01-01 to 2021-12-31

GWENDOLYN AND JOSEPH STRAUS CHARITABLE FUND INC, founded in 2014, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $61K in total revenue in fiscal year 2021. Revenue decreased 6% compared to the prior year. Expenses of $276K exceeded revenue, resulting in a 356% operating deficit.

Mission

ESTABLISHED TO PROVIDE FINANCIAL ASSISTANCE TO INDIVIDUALS AND FAMILIES IMPACTED BY UNFORESEEN CIRCUMSTANCES AS WELL AS PROVIDE FUNDS TO RESEARCH ORGANIZATIONS.

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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 (2021)

Revenue Breakdown

Contributions & Grants $60,659

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $60,659

Expense Breakdown

Grants Paid $276,300

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $276,447

Other Expenses $147

TOTAL EXPENSES $276,447

Year-over-Year Comparison

	2021	2020	Change
Revenue	$60,659	$64,724	-0.1%
Expenses	$276,447	$227,759	+0.2%
Net Income	$-215,788	$-163,035	+0.3%

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

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH S STRAUS	PRESIDENT & CHAIR	20.00	Officer Director	$0	$0	$0
THOMAS MCKINNEY	SECRETARY & TREASURER	20.00	Officer Director	$0	$0	$0
LINDA MARTIN	COMPLIANCE OFFICER	20.00	Officer 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
2021	$60,659	$276,447	$607,061	$-215,788
2020	$64,724	$227,759	$622,702	$-163,035
2019	$81,764	$42,349	$785,662	$39,415
2018	$403,167	$1,661,702	$768,331	$-1,258,535

GWENDOLYN AND JOSEPH STRAUS CHARITABLE FUND INC