Civic Intelligence

The Philip & Lynn Straus Foundation Inc

EIN 13-6161223 • Bedford Hills, NY

C/O Roger Goldman 289 Mclain StreetBedford Hills, NY 10507
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

100th percentile

23687%

Higher net margin than 100% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Assets

Down

$3,550,368

Down $505,367 (-12%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$3,550,368

Down $505,367 (-12%) from 2022

Revenue

Down

$319,417

Down $473,236 (-60%) from 2022

Expenses

Up

$824,753

Up $299,829 (+57%) from 2022

Net Income

Down

-$505,336

Down $773,065 (-289%) from 2022

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2012: $10,104,561Liabilities 2012: $02012Assets 2013: $9,905,753Liabilities 2013: $02013Assets 2014: $10,556,114Liabilities 2014: $02014Assets 2015: $10,293,046Liabilities 2015: $02015Assets 2016: $5,681,808Liabilities 2016: $02016Assets 2017: $5,116,796Liabilities 2017: $0Net Assets 2017: $5,116,7962017Assets 2018: $4,832,050Liabilities 2018: $0Net Assets 2018: $4,832,0502018Assets 2020: $4,241,363Liabilities 2020: $0Net Assets 2020: $4,241,3632020Assets 2021: $3,787,871Liabilities 2021: $0Net Assets 2021: $3,787,8712021Assets 2022: $4,055,735Liabilities 2022: $0Net Assets 2022: $4,055,7352022Assets 2023: $3,550,368Liabilities 2023: $0Net Assets 2023: $3,550,3682023

Highlighted filing

2023

Assets$3,550,368
Liabilities$0
Net Assets$3,550,368

Operations Trend

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

$10M$5.0M$0-$5.0M-$10MRevenue 2012: $67,404Expenses 2012: $803,267Net Income 2012: -$735,8632012Revenue 2013: $867,034Expenses 2013: $1,065,842Net Income 2013: -$198,8082013Revenue 2014: $1,616,914Expenses 2014: $966,553Net Income 2014: $650,3612014Revenue 2015: $1,075,615Expenses 2015: $1,338,683Net Income 2015: -$263,0682015Revenue 2016: $78,622Expenses 2016: $5,921,960Net Income 2016: -$5,843,3382016Revenue 2017: $347,294Expenses 2017: $912,306Net Income 2017: -$565,0122017Revenue 2018: $878,526Expenses 2018: $1,163,272Net Income 2018: -$284,7462018Revenue 2020: $1,008,266Expenses 2020: $963,193Net Income 2020: $45,0732020Revenue 2021: $451,315Expenses 2021: $912,987Net Income 2021: -$461,6722021Revenue 2022: $792,653Expenses 2022: $524,924Net Income 2022: $267,7292022Revenue 2023: $319,417Expenses 2023: $824,753Net Income 2023: -$505,3362023

Highlighted filing

2023

Revenue$319,417
Expenses$824,753
Net Income-$505,336

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Oct 26, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP A STRAUS JRPresident-$0--
ROGER A GOLDMANTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHMENT 1CONTRIBUTION TO FURTHER DONEE'S EXEMPT PURPOSEPCvarious, NY, US$750,600
Filing and Contact Details

Filer

Filer Name
The Philip & Lynn Straus Foundation Inc
EIN
13-6161223
In Care Of
% ROGER A GOLDMAN
Phone
9142422001
Address
C/O Roger Goldman 289 Mclain Street, Bedford Hills, NY 10507

Signing Officer

Name
Philip a Straus Jr
Title
President
Phone
9142422001
Signed
2023-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA
Address
401 BROADHOLLOW RD STE 201, MELVILLE, NY 11747
Preparer
Robert Tavis CPA
Phone
6315019600
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0765850
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0474176
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03537253
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03063077
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt031
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc0METLIFE LITIGATION INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01164
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01164
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt058903
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt058903
TaxesSchedule/TaxesDetail/Amt0250
TaxesSchedule/TaxesDetail/Amt115000
TaxesSchedule/TaxesDetail/CategoryTxt0NYS FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0250
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt115000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILIP A STRAUS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09142422001
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Philip & Lynn Straus Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0136161223
ReturnHeader/Filer/InCareOfNm0% ROGER A GOLDMAN
ReturnHeader/Filer/PhoneNum09142422001
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O Roger Goldman 289 Mclain Street
ReturnHeader/Filer/USAddress/CityNm0Bedford Hills
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010507
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 BROADHOLLOW RD STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MELVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011747
ReturnHeader/PreparerPersonGrp/PhoneNum06315019600
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Tavis CPA
ReturnHeader/ReturnTs02023-10-30T08:27:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PHILIP A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STRAUS JR
ReturnHeader/TaxPeriodBeginDt02022-04-01
ReturnHeader/TaxPeriodEndDt02023-03-31
ReturnHeader/TaxYr02022

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