Civic Intelligence

Lauri Strauss Leukemia Foundation Inc.

990 • Fiscal year 2013 • EIN 11-2729057

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 12, 2014

130 Shore RoadPort Washington, NY 11050

(516) 767-1415

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

87th percentile

0.30x

Higher debt load relative to assets than 87% of similar nonprofits.

2013 filings • NTEE H • <$500k nonprofits • Source year 2013

Liabilities / Revenue

98th percentile

0.47x

Higher debt load relative to revenue than 98% of similar nonprofits.

2013 filings • NTEE H • <$500k nonprofits • Source year 2013

Net Margin

46th percentile

1.0%

Higher net margin than 46% of similar nonprofits.

2013 filings • NTEE H • <$500k nonprofits • Source year 2013

Top Officer Pay

79th percentile

$12,000

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

58th percentile

2.7%

Faster asset growth than 58% of similar nonprofits.

2013 filings • NTEE H • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

57th percentile

11%

Faster revenue growth than 57% of similar nonprofits.

2013 filings • NTEE H • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$262,989

Up $6,898 (+2.7%) from 2012

Net Assets

Up

$184,702

Up $1,650 (+0.9%) from 2012

Liabilities

Up

$78,287

Up $5,248 (+7.2%) from 2012

Revenue

Up

$167,462

Up $16,881 (+11%) from 2012

Expenses

Down

$165,813

Down $28,045 (-14%) from 2012

Net Income

Up

$1,649

Up $44,926 (+104%) from 2012

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2009: $367,101Liabilities 2009: $85,039Net Assets 2009: $282,0622009Assets 2010: $344,656Liabilities 2010: $67,539Net Assets 2010: $277,1172010Assets 2011: $291,868Liabilities 2011: $65,539Net Assets 2011: $226,3292011Assets 2012: $256,091Liabilities 2012: $73,039Net Assets 2012: $183,0522012Assets 2013: $262,989Liabilities 2013: $78,287Net Assets 2013: $184,7022013Assets 2014: $269,688Liabilities 2014: $73,125Net Assets 2014: $196,5632014Assets 2015: $232,538Liabilities 2015: $86,770Net Assets 2015: $145,7682015Assets 2016: $275,386Liabilities 2016: $108,520Net Assets 2016: $166,8662016Assets 2017: $278,841Liabilities 2017: $71,020Net Assets 2017: $207,8212017Assets 2018: $275,264Liabilities 2018: $102,270Net Assets 2018: $172,9942018Assets 2019: $300,075Liabilities 2019: $43,750Net Assets 2019: $256,3252019Assets 2020: $294,788Liabilities 2020: $56,250Net Assets 2020: $238,5382020Assets 2021: $367,129Liabilities 2021: $37,500Net Assets 2021: $329,6292021Assets 2022: $313,722Liabilities 2022: $11,250Net Assets 2022: $302,4722022Assets 2023: $280,806Liabilities 2023: $5,000Net Assets 2023: $275,8062023Assets 2024: $278,094Liabilities 2024: $0Net Assets 2024: $278,0942024

Highlighted filing

2013

Assets$262,989
Liabilities$78,287
Net Assets$184,702

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2009: $219,970Expenses 2009: $210,705Net Income 2009: $9,2652009Revenue 2010: $324,400Expenses 2010: $329,345Net Income 2010: -$4,9452010Revenue 2011: $250,192Expenses 2011: $300,980Net Income 2011: -$50,7882011Revenue 2012: $150,581Expenses 2012: $193,858Net Income 2012: -$43,2772012Revenue 2013: $167,462Expenses 2013: $165,813Net Income 2013: $1,6492013Revenue 2014: $153,915Expenses 2014: $146,594Net Income 2014: $7,3212014Revenue 2015: $122,954Expenses 2015: $171,352Net Income 2015: -$48,3982015Revenue 2016: $160,940Expenses 2016: $139,842Net Income 2016: $21,0982016Revenue 2017: $126,624Expenses 2017: $138,399Net Income 2017: -$11,7752017Revenue 2018: $103,331Expenses 2018: $123,209Net Income 2018: -$19,8782018Revenue 2019: $155,295Expenses 2019: $71,966Net Income 2019: $83,3292019Revenue 2020: $81,248Expenses 2020: $99,033Net Income 2020: -$17,7852020Revenue 2021: $118,413Expenses 2021: $50,352Net Income 2021: $68,0612021Revenue 2022: $57,126Expenses 2022: $78,282Net Income 2022: -$21,1562022Revenue 2023: $92,466Expenses 2023: $119,132Net Income 2023: -$26,6662023Revenue 2024: $77,389Expenses 2024: $75,101Net Income 2024: $2,2882024

Highlighted filing

2013

Revenue$167,462
Expenses$165,813
Net Income$1,649
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 12, 2014
Return Version
2013v3.1
Gross Receipts
$179,192
Mission and Program Overview

Mission

The foundation is dedicated to finding

The foundation is dedicated to finding a cure for leukemia and to supporting bone marrow donor drives and does so by funding and providing grants and honorariums to individual researchers at medical institutions. In addition, the foundation underwrites lectures relating to work being performed in these areas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$129,132$129,313▲ $181
Cash and Non-Interest-Bearing Accounts$113,579$116,374▲ $2,795
Pledges and Grants Receivable$10,451$13,795▲ $3,344
Land, Buildings, and Equipment, Net$2,929$3,489▲ $560
Prepaid Expenses and Deferred Charges-$18-
Total Assets$256,091$262,989▲ $6,898
Liabilities
Grants Payable$62,500$64,000▲ $1,500
Accounts Payable and Accrued Expenses$10,539$14,287▲ $3,748
Total Liabilities$73,039$78,287▲ $5,248
Net Assets / Fund Balance
Unrestricted Net Assets$183,052$184,702▲ $1,650
Total Net Assets Fund Balance$183,052$184,702▲ $1,650
Total Liabilities and Net Assets / Fund Balance$256,091$262,989▲ $6,898

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,489$12,068$15,557
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Evelyn I StraussPresidentPT$12,000$12,000

Board Members and Trustees

NameTitle
Donald E BindlerChairman
Douglas M AtkinVice Chair
Lloyd J BraunVice Chair
David R FluhrerBoard Member
Don W AbbottBoard Member
Harry J PearceBoard Member
Herman KannattBoard Member
James O HillisBoard Member
Joel R HarrisonBoard Member
Jonathan N Helfat EsqBoard Member
Julian KienBoard Member
Lynda Lees AdamsBoard Member
Ralph M BaruchBoard Member
Robert a Bloom EsqBoard Member
Roberta BlockBoard Member
Roberta M BergerBoard Member
Ron BernardBoard Member
Charlotte RosenblattExec. Committee
Edwin KantorExec. Committee
Peter HaasExec. Committee
Sandra KantorExec. Committee
Willard BlockExec. Committee
Julie R SafranExec. V.p.
Evelyn K KannattTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$179,011
Program Service Revenue
$0
Investment Income
$181
Other Revenue
$-11,730
All Other Contributions
$72,594
Change in Net Assets
$1,649
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$92,496
Other Expenses$73,317
Total Fundraising Expense$29,890
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$86,000--$86,000
Occupancy$0$6,675$6,000$12,675
Fees for Services Management$0$6,000$6,000$12,000
Grants to Domestic Individuals$6,496--$6,496
Fees for Services Accounting$0$6,000$0$6,000
Office Expenses$0$3,928$0$3,928
Conferences and Meetings$0$1,572$0$1,572
Insurance$0$1,218$50$1,268
Depreciation Depletion$0$595$595$1,190
Other Expenses$0$550$571$1,121
Advertising$0$0$1,033$1,033
All Other Expenses$0$15$686$701
Information Technology$0$0$556$556
Fees for Services Other$0$500$0$500
Fees for Services Legal$0$60$0$60
Total Functional Expenses$92,496$43,427$29,890$165,813
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
11-2965575--Research$35,000
04-2263040--Research$28,000
11-2965575--Research$10,000
11-2013303--Research$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$11,730
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$82,775$82,775$731$82,044
Event 2$21,726$21,726$8,279$13,447
Total Events$104,501$104,501$11,730$92,771
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

EIN
11-2729057
Phone
5167671415

Signing Officer

Name
Evelyn Strauss
Title
President
Phone
5167671415
Signed
2014-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Evelyn I Strauss
Formed
1987
Legal Domicile
Ny
Voting Board Members
43
Independent Board Members
43
Employees
0
Volunteers
50

Preparer

Preparer
Ronald a Kaye
Phone
7184657839
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Form 990 is reviewed by the executive committee prior to submission.

Pt VI, Line 19

Financials are available upon request or through website.

Pt XI

ROUNDING

Form 990, Part IX, Line 24F

Credit card fees 686. 0. 0. 686. Bank fees 15. 0. 15. 0. Boathouse expense bike tour

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IRS990/Form990PartVIISectionAGrp/TitleTxt15EXEC. COMMITTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21EXEC. COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22EXEC. COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24BOARD MEMBER
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IRS990/FormationYr01987
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IRS990/FundraisingActivitiesInd0true
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IRS990/FundraisingDirectExpensesAmt011730
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IRS990/LobbyingActivitiesInd0false
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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
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IRS990/OtherExpensesGrp/Desc0CLERICAL
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3POSTAGE
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IRS990/OtherExpensesGrp/TotalAmt11276
IRS990/OtherExpensesGrp/TotalAmt21277
IRS990/OtherExpensesGrp/TotalAmt31121
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt010451
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt013795
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018
IRS990/PrincipalOfficerNm0EVELYN I STRAUSS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION PRODUCES A NEWSLETTER TO ADVISE THEIR CONTRIBUTORS AND THE PUBLIC AS TO THE EFFORTS THE FOUNDATION IS MAKING TO FIND A CURE FOR LUKEMIA.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06496
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0156476
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0108526
IRS990/PYInvestmentIncomeAmt0193
IRS990/PYOtherExpensesAmt085332
IRS990/PYOtherRevenueAmt0-6088
IRS990/PYRevenuesLessExpensesAmt0-43277
IRS990/PYTotalExpensesAmt0193858
IRS990/PYTotalRevenueAmt0150581
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0129132
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.69280
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.99260
IRS990ScheduleA/PublicSupportTotal170Amt0124011
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt055000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0179011
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0179011
IRS990ScheduleA/TotalSupportAmt0179011
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt03489
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012068
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt015557
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03489
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011730
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01520
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01520
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt082775
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021726
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0104501
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt082775
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt021726
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0104501
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0BOATHOUSE
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0BIKE TOUR
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt092771
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09010

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.77$0.75$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.81$0.05$2.76$0.92$1.19$0.27
2022Detailed filing. Detailed filing data is available for this year.$3.14$0.11$3.02$0.57$0.78$0.21
2021Detailed filing. Detailed filing data is available for this year.$3.67$0.38$3.30$1.18$0.50$0.68
2020Detailed filing. Detailed filing data is available for this year.$2.95$0.56$2.39$0.81$0.99$0.18
2019Detailed filing. Detailed filing data is available for this year.$3.00$0.44$2.56$1.55$0.72$0.83
2018Detailed filing. Detailed filing data is available for this year.$2.75$1.02$1.73$1.03$1.23$0.20
2017Detailed filing. Detailed filing data is available for this year.$2.79$0.71$2.08$1.27$1.38$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.75$1.09$1.67$1.61$1.40$0.21
2015Detailed filing. Detailed filing data is available for this year.$2.33$0.87$1.46$1.23$1.71$0.48
2014Detailed filing. Detailed filing data is available for this year.$2.70$0.73$1.97$1.54$1.47$0.07
2013Detailed filing. Detailed filing data is available for this year.$2.63$0.78$1.85$1.67$1.66$0.02
2012Summary only. Only limited summary data is available for this year.$2.56$0.73$1.83$1.51$1.94$0.43
2011Summary only. Only limited summary data is available for this year.$2.92$0.66$2.26$2.50$3.01$0.51
2010Summary only. Only limited summary data is available for this year.$3.45$0.68$2.77$3.24$3.29$0.05
2009Summary only. Only limited summary data is available for this year.$3.67$0.85$2.82$2.20$2.11$0.09