Civic Intelligence

Ruth & Morris Natelson Foundation

990PF • Fiscal year 2023 • EIN 23-7002929

Oct 01, 2022 to Sep 30, 2023 • Filed on Feb 13, 2024

Strauss Assoc 307 5th Avenue FL 8New York, NY 10016-6517

(212) 779-4700

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

15th percentile

-42%

Higher net margin than 15% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

41st percentile

-3.4%

Faster asset growth than 41% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

25th percentile

-19%

Faster revenue growth than 25% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$149,900

Down $5,348 (-3.4%) from 2022

Net Assets

Down

$149,900

Down $5,348 (-3.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$12,772

Down $3,081 (-19%) from 2022

Expenses

Down

$18,120

Down $57 (-0.3%) from 2022

Net Income

Down

-$5,348

Down $3,024 (-130%) from 2022

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2020: $164,741Liabilities 2020: $0Net Assets 2020: $164,7412020Assets 2021: $157,572Liabilities 2021: $0Net Assets 2021: $157,5722021Assets 2022: $155,248Liabilities 2022: $0Net Assets 2022: $155,2482022Assets 2023: $149,900Liabilities 2023: $0Net Assets 2023: $149,9002023Assets 2024: $146,956Liabilities 2024: $0Net Assets 2024: $146,9562024Assets 2025: $154,262Liabilities 2025: $0Net Assets 2025: $154,2622025

Highlighted filing

2023

Assets$149,900
Liabilities$0
Net Assets$149,900

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2020: $9,534Expenses 2020: $17,529Net Income 2020: -$7,9952020Revenue 2021: $8,214Expenses 2021: $15,383Net Income 2021: -$7,1692021Revenue 2022: $15,853Expenses 2022: $18,177Net Income 2022: -$2,3242022Revenue 2023: $12,772Expenses 2023: $18,120Net Income 2023: -$5,3482023Revenue 2024: $18,890Expenses 2024: $21,834Net Income 2024: -$2,9442024Revenue 2025: $29,528Expenses 2025: $22,222Net Income 2025: $7,3062025

Highlighted filing

2023

Revenue$12,772
Expenses$18,120
Net Income-$5,348
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Feb 13, 2024
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAMELA N IRVINGTrustee-$0--
BARUCH BEILUSHTrustee-$0--
ARYE RINGELTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ruth & Morris Natelson Foundation
EIN
23-7002929
Phone
2127794700
Address
STRAUSS ASSOC 307 5TH AVENUE FL 8, NEW YORK, NY 10016-6517

Signing Officer

Name
Arye Ringel
Title
Trustee
Phone
2127794700
Signed
2024-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Barry M Strauss Assoc Ltd
Address
307 FIFTH AVENUE 8TH FL, NEW YORK, NY 10016-6517
Preparer
Barry M Strauss
Phone
2127794700
Raw XML Appendix305 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.

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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0327
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt016148
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016460
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016475
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt016133
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt016148
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS DEPT OF LAW - FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01412
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WILLIAM JONES & ASSOCIATES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01412
TaxesSchedule/TaxesDetail/Amt0197
TaxesSchedule/TaxesDetail/Amt136
TaxesSchedule/TaxesDetail/CategoryTxt0US EXCISE TAX - NET
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX W/H
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt136
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ARYE RINGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127794700
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RUTH & MORRIS NATELSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RUTH
ReturnHeader/Filer/EIN0237002929
ReturnHeader/Filer/PhoneNum02127794700
ReturnHeader/Filer/USAddress/AddressLine1Txt0STRAUSS ASSOC 307 5TH AVENUE FL 8
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0100166517
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133499413
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARRY M STRAUSS ASSOC LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0307 FIFTH AVENUE 8TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100166517
ReturnHeader/PreparerPersonGrp/PhoneNum02127794700
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY M STRAUSS
ReturnHeader/ReturnTs02024-02-13T11:57:06-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ARYE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RINGEL
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

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