Civic Intelligence

Straus Historical Society

EIN 13-4041199 • 501(c)3 • Smithtown, NY

Profile

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 (and in particular, the family of Lazarus and Sara Straus) and to educate a diverse public about their historical significance to the world and to the history of the United States.

PO Box 416Smithtown, NY 11787

www.straushistoricalsociety.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.08x

Higher debt load relative to assets than 61% of similar nonprofits.

NTEE A • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.36x

Higher debt load relative to revenue than 85% of similar nonprofits.

NTEE A • $500k-$1M nonprofits • Source year 2024

Net Margin

41st percentile

-0.4%

Higher net margin than 41% of similar nonprofits.

NTEE A • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$42,000

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 36.3% of source-year revenue.

NTEE A • $500k-$1M nonprofits • Source year 2024

Asset Growth

51st percentile

2.7%

Faster asset growth than 51% of similar nonprofits.

NTEE A • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-10.0%

Faster revenue growth than 27% of similar nonprofits.

NTEE A • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$530,083

Up $13,752 (+2.7%) from 2023

Liabilities

Down

$41,326

Down $206 (-0.5%) from 2023

Net Assets

Up

$488,757

Up $13,958 (+2.9%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin41st percentile

Revenue

Down

$115,721

Down $12,841 (-10.0%) from 2023

Expenses

Up

$116,236

Up $7,499 (+6.9%) from 2023

Net Income

Down

-$515

Down $20,340 (-103%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $44,546Liabilities 2010: $02010Assets 2011: $49,486Liabilities 2011: $02011Assets 2012: $59,604Liabilities 2012: $02012Assets 2013: $49,939Liabilities 2013: $02013Assets 2014: $49,217Liabilities 2014: $02014Assets 2015: $67,146Liabilities 2015: $02015Assets 2016: $61,411Liabilities 2016: $02016Assets 2017: $58,838Liabilities 2017: $02017Assets 2018: $426,981Liabilities 2018: $5,772Net Assets 2018: $421,2092018Assets 2019: $492,098Liabilities 2019: $3,124Net Assets 2019: $488,9742019Assets 2020: $528,487Liabilities 2020: $40,600Net Assets 2020: $487,8872020Assets 2021: $583,246Liabilities 2021: $40,600Net Assets 2021: $542,6462021Assets 2022: $491,413Liabilities 2022: $40,595Net Assets 2022: $450,8182022Assets 2023: $516,331Liabilities 2023: $41,532Net Assets 2023: $474,7992023Assets 2024: $530,083Liabilities 2024: $41,326Net Assets 2024: $488,7572024

Highlighted filing

2024

Assets$530,083
Liabilities$41,326
Net Assets$488,757
Open 2024 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2010: $40,872Expenses 2010: $39,734Net Income 2010: $1,1382010Revenue 2011: $45,332Expenses 2011: $40,392Net Income 2011: $4,9402011Revenue 2012: $62,599Expenses 2012: $52,481Net Income 2012: $10,1182012Revenue 2013: $49,990Expenses 2013: $59,655Net Income 2013: -$9,6652013Revenue 2014: $60,722Expenses 2014: $61,444Net Income 2014: -$7222014Revenue 2015: $81,113Expenses 2015: $63,184Net Income 2015: $17,9292015Revenue 2016: $56,624Expenses 2016: $62,359Net Income 2016: -$5,7352016Revenue 2017: $64,903Expenses 2017: $67,476Net Income 2017: -$2,5732017Revenue 2018: $473,634Expenses 2018: $88,471Net Income 2018: $385,1632018Revenue 2019: $91,308Expenses 2019: $82,478Net Income 2019: $8,8302019Revenue 2020: $79,896Expenses 2020: $89,224Net Income 2020: -$9,3282020Revenue 2021: $163,414Expenses 2021: $109,118Net Income 2021: $54,2962021Revenue 2022: $124,169Expenses 2022: $100,881Net Income 2022: $23,2882022Revenue 2023: $128,562Expenses 2023: $108,737Net Income 2023: $19,8252023Revenue 2024: $115,721Expenses 2024: $116,236Net Income 2024: -$5152024

Highlighted filing

2024

Revenue$115,721
Expenses$116,236
Net Income-$515
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$530,083
Liabilities
$41,326
Net assets
$488,757
Revenue
$115,721
Expenses
$116,236
Net income
-$515
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.30$0.41$4.89$1.16$1.16$0.01
2023Detailed filing. Detailed filing data is available for this year.$5.16$0.42$4.75$1.29$1.09$0.20
2022Detailed filing. Detailed filing data is available for this year.$4.91$0.41$4.51$1.24$1.01$0.23
2021Detailed filing. Detailed filing data is available for this year.$5.83$0.41$5.43$1.63$1.09$0.54
2020Detailed filing. Detailed filing data is available for this year.$5.28$0.41$4.88$0.80$0.89$0.09
2019Detailed filing. Detailed filing data is available for this year.$4.92$0.03$4.89$0.91$0.82$0.09
2018Detailed filing. Detailed filing data is available for this year.$4.27$0.06$4.21$4.74$0.88$3.85
2017Summary only. Only limited summary data is available for this year.$0.59$0.00$0.65$0.67$0.03
2016Summary only. Only limited summary data is available for this year.$0.61$0.00$0.57$0.62$0.06
2015Summary only. Only limited summary data is available for this year.$0.67$0.00$0.81$0.63$0.18
2014Summary only. Only limited summary data is available for this year.$0.49$0.00$0.61$0.61$0.01
2013Summary only. Only limited summary data is available for this year.$0.50$0.00$0.50$0.60$0.10
2012Summary only. Only limited summary data is available for this year.$0.60$0.00$0.63$0.52$0.10
2011Summary only. Only limited summary data is available for this year.$0.49$0.00$0.45$0.40$0.05
2010Summary only. Only limited summary data is available for this year.$0.45$0.00$0.41$0.40$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 18, 2025
Return Version
2024v5.0
Gross Receipts
$162,209
Mission and Program Overview

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.

To foster the preservation and interpretation of cultural and historical matters pertaining to the settlement of Jews in the United States (and in particular, the family of Lazarus and Sara Straus) and to educate a diverse public about their historical significance to the world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$465,032$487,437▲ $22,405
Cash and Non-Interest-Bearing Accounts$44,603$35,228▼ $9,375
Pledges and Grants Receivable$6,696$7,418▲ $722
Total Assets$516,331$530,083▲ $13,752
Liabilities
Mortgage Notes Payable Secured by Investment Property$40,700$40,700→ $0
Accounts Payable and Accrued Expenses$832$626▼ $206
Total Liabilities$41,532$41,326▼ $206
Net Assets / Fund Balance
Net Assets With Donor Restrictions$474,799$488,757▲ $13,958
Total Net Assets Fund Balance$474,799$488,757▲ $13,958
Total Liabilities and Net Assets / Fund Balance$516,331$530,083▲ $13,752
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Joan AdlerExecutive DirectorFT$42,000$42,000

Board Members and Trustees

NameTitle
David KurzmanChairman
Richard GerstmanVice-Chairman
Adam StrausDirector
Al BerrDirector
Alexandra MoreDirector
Barbie GurganDirector
David A StrausDirector
David KahnDirector
Elizabeth LoopDirector
Michael H BucknerDirector
Paul KurzmanDirector
Richard K Straus SrDirector
Warren KleinDirector
Mark AltschulerSecretary
Lawrence KahnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$93,394
Program Service Revenue
$1,516
Investment Income
$20,811
Other Revenue
$0
All Other Contributions
$93,394
Change in Net Assets
$-515
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$72,203
Grants and Similar Amounts Paid$25,000
Other Expenses$19,033
Total Fundraising Expense$12,931
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$25,260$8,420$8,420$42,100
Other Salaries and Wages$21,113$4,223$2,815$28,151
Grants to Domestic Individuals$25,000--$25,000
Occupancy$3,053$0$0$3,053
Fees for Services Accounting$0$3,000$0$3,000
Office Expenses$1,734$800$133$2,667
Interest$0$2,262$0$2,262
Payroll Taxes$1,464$293$195$1,952
Information Technology$745$344$57$1,146
All Other Expenses$850$209$0$1,059
Other Expenses$228$457$228$913
Fees for Services Other$0$761$0$761
Insurance$428$143$0$571
Travel$373$0$0$373
Conferences and Meetings$0$142$0$142
Total Functional Expenses$82,170$21,135$12,931$116,236
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Straus Historical Society
EIN
13-4041199
Phone
6317244487
Address
PO Box 416, Smithtown, NY 11787

Signing Officer

Name
David Kurzman
Title
Chairman
Phone
6317244487
Signed
2025-02-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Kurzman
Formed
1998
Legal Domicile
Ny
Voting Board Members
15
Independent Board Members
15
Employees
1
Volunteers
12

Preparer

Firm
John Vazzana CPA PLLC
Address
70 72nd Street, Brooklyn, NY 11209
Preparer
John Vazzana
Phone
7184911241
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“A qualified and authorized person shall complete the annual Form 990 informational return. The return shall be reviewed by the Chairman (or other designated officer) and then presented to all board members either via e-mail or by paper copy prior to its filing with the IRS.”

Pt VI, Line 12C

“Each director, principal and officer, shall annually sign a statement which affirms such person has agreed to comply with the policy and understands the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.”

Pt VI, Line 15A

“The salaries of the officers, if any, shall be fixed by resolution of the board of directors. In all cases, any salaries received by officers of this organization shall be reasonable. All officer salaries shall be approved in advance in accordance with the organizations conflict of interest policy.”

Pt VI, Line 15B

“See Part VI, Line 15a”

Pt VI, Line 19

“The organization makes its Governing Documents and Conflict of Interest Policy available upon written request.”

Pt VI, Line 2

“David Kurzman & Paul Kurzman have a family relationship.”

Financial Statement Notes

Pt III, Line 1A

“Consistent with the policies of many other historical societies and museums, the value of the societys collections is not reflected in the statement of financial position. Purchases of items are expensed in the year that the items are acquired. Contributed items are not reflected in the financial statements. Proceeds from deaccessions or insurance recoveries are used to acquire other items or provide for upkeep and care of existing items.”

Pt III, Line 4

“The societys collection includes artifacts, letters, photographs and other historical documents involving the family of Lazarus and Sara Straus and other individuals. The collections enable the society to further its mission to educate a diverse public about their historical significance to the world and to the history of the United States.”

Raw XML AppendixShowing 400 of 495 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0832
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0626
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To foster the preservation and interpretation of cultural and historical matters pertaining to the settlement of Jews in the United States (and in particular, the family of Lazarus and Sara Straus) and to educate a diverse public about their historical significance to the world.
IRS990/AllOtherContributionsAmt093394
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0209
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0850
IRS990/AllOtherExpensesGrp/TotalAmt01059
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0David Kurzman
IRS990/BooksInCareOfDetail/PhoneNum06317244487
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 416
IRS990/BooksInCareOfDetail/USAddress/CityNm0Smithtown
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd011787
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt044603
IRS990/CashNonInterestBearingGrp/EOYAmt035228
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0true
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt08420
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt08420
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt025260
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt042100
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0142
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt00
IRS990/ConferencesMeetingsGrp/TotalAmt0142
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt093394
IRS990/CYGrantsAndSimilarPaidAmt025000
IRS990/CYInvestmentIncomeAmt020811
IRS990/CYOtherExpensesAmt019033
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01516
IRS990/CYRevenuesLessExpensesAmt0-515
IRS990/CYSalariesCompEmpBnftPaidAmt072203
IRS990/CYTotalExpensesAmt0116236
IRS990/CYTotalFundraisingExpenseAmt012931
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0115721
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0In carrying out its mission, the Society conducts research and exchanges information with individuals and organizations having an interest in the settlement of Jews in the United States, and in particular, the family of Lazarus and Sara Straus. The focus of the Societys activities on the Straus Family is based on the familys involvement in government, commerce, and philanthropy. The Society disseminates the results of its research in the form of newsletters, reports, educational seminars as well as through presentations at schools and public fora. In addition, the Society will make available to researchers, authors, and students, materials that will assist them in their research, not only of the family, but of American history during the times the Straus family has been active in American life.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0474799
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0488757
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt082170
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03000
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt03000
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0761
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt0761
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0Joan Adler
IRS990/Form990PartVIISectionAGrp/PersonNm1David Kurzman
IRS990/Form990PartVIISectionAGrp/PersonNm2Richard Gerstman
IRS990/Form990PartVIISectionAGrp/PersonNm3Mark Altschuler
IRS990/Form990PartVIISectionAGrp/PersonNm4Lawrence Kahn
IRS990/Form990PartVIISectionAGrp/PersonNm5Al Berr
IRS990/Form990PartVIISectionAGrp/PersonNm6Michael H Buckner
IRS990/Form990PartVIISectionAGrp/PersonNm7Barbie Gurgan
IRS990/Form990PartVIISectionAGrp/PersonNm8David Kahn
IRS990/Form990PartVIISectionAGrp/PersonNm9Warren Klein
IRS990/Form990PartVIISectionAGrp/PersonNm10Paul Kurzman
IRS990/Form990PartVIISectionAGrp/PersonNm11Elizabeth Loop
IRS990/Form990PartVIISectionAGrp/PersonNm12Alexandra More
IRS990/Form990PartVIISectionAGrp/PersonNm13Adam Straus
IRS990/Form990PartVIISectionAGrp/PersonNm14David A Straus
IRS990/Form990PartVIISectionAGrp/PersonNm15Richard K Straus Sr
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt042000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice-Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-6836
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt025000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt025000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt025000
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt039652
IRS990/GrossReceiptsAmt0162209
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt015
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt057
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0344
IRS990/InformationTechnologyGrp/ProgramServicesAmt0745
IRS990/InformationTechnologyGrp/TotalAmt01146
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0143
IRS990/InsuranceGrp/ProgramServicesAmt0428
IRS990/InsuranceGrp/TotalAmt0571
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt02262
IRS990/InterestGrp/ProgramServicesAmt00
IRS990/InterestGrp/TotalAmt02262
IRS990/InvestmentIncomeGrp/ExclusionAmt027647
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt027647
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0465032
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0487437
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt046488
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The societys mission is to foster the preservation and interpretation of cultural and historical matters pertaining to the settlement of Jews in the United States (and in particular, the family of Lazarus and Sara Straus) and to educate a diverse public about their historical significance to the world and to the history of the United States.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt040700
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt040700
IRS990/NetAssetsOrFundBalancesBOYAmt0474799
IRS990/NetAssetsOrFundBalancesEOYAmt0488757
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-6836
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-6836
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt014473
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt03053
IRS990/OccupancyGrp/TotalAmt03053
IRS990/OfficeExpensesGrp/FundraisingAmt0133
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0800
IRS990/OfficeExpensesGrp/ProgramServicesAmt01734
IRS990/OfficeExpensesGrp/TotalAmt02667
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0Processing & other fees
IRS990/OtherExpensesGrp/Desc1Archiving Expense
IRS990/OtherExpensesGrp/Desc2Memberships
IRS990/OtherExpensesGrp/Desc3Postage & Delivery
IRS990/OtherExpensesGrp/FundraisingAmt01083
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt3228
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt081
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3457
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt11453
IRS990/OtherExpensesGrp/ProgramServicesAmt2469
IRS990/OtherExpensesGrp/ProgramServicesAmt3228
IRS990/OtherExpensesGrp/TotalAmt01164
IRS990/OtherExpensesGrp/TotalAmt11453
IRS990/OtherExpensesGrp/TotalAmt2469
IRS990/OtherExpensesGrp/TotalAmt3913
IRS990/OtherInd0X
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02815
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt04223
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt021113
IRS990/OtherSalariesAndWagesGrp/TotalAmt028151
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0195
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0293
IRS990/PayrollTaxesGrp/ProgramServicesAmt01464
IRS990/PayrollTaxesGrp/TotalAmt01952
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt06696
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt07418
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0David Kurzman
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Program Revenues
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01516
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0101507
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt020000
IRS990/PYInvestmentIncomeAmt025065
IRS990/PYOtherExpensesAmt024572
IRS990/PYProgramServiceRevenueAmt01990
IRS990/PYRevenuesLessExpensesAmt019825
IRS990/PYSalariesCompEmpBnftPaidAmt064165
IRS990/PYTotalExpensesAmt0108737
IRS990/PYTotalRevenueAmt0128562
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-515
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01516
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt093394
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0101507
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt083699
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt090163
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt075050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0443813
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt027647
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt027774
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt027718
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt025574
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt022855
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0131568
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt04808
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.44640
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.46150
IRS990ScheduleA/PublicSupportTotal170Amt0256834
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt0186979
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt093394
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0101507
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt083699
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt090163
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt075050
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0443813
IRS990ScheduleA/TotalSupportAmt0575381
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Consistent with the policies of many other historical societies and museums, the value of the societys collections is not reflected in the statement of financial position. Purchases of items are expensed in the year that the items are acquired. Contributed items are not reflected in the financial statements. Proceeds from deaccessions or insurance recoveries are used to acquire other items or provide for upkeep and care of existing items.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The societys collection includes artifacts, letters, photographs and other historical documents involving the family of Lazarus and Sara Straus and other individuals. The collections enable the society to further its mission to educate a diverse public about their historical significance to the world and to the history of the United States.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 1a
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt III, Line 4
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt025000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt05
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The organizations board reviews, monitors and evaluates the success of its scholarship awards.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A qualified and authorized person shall complete the annual Form 990 informational return. The return shall be reviewed by the Chairman (or other designated officer) and then presented to all board members either via e-mail or by paper copy prior to its filing with the IRS.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. NTEE A80 • $500k-$1M nonprofits