Civic Intelligence

Helaine & Edgar Strauss Opportunity Tr

EIN 36-3976041 • Wayland, MA

2 Kelley LaneWayland, MA 01778
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 2021

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2021

Net Margin

97th percentile

96%

Higher net margin than 97% of similar nonprofits.

<$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2021

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

2001%

Faster revenue growth than 99% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $527,723 (-100%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$21,146

Down $506,577 (-96%) from 2020

Operations
Liabilities / Revenue66th percentileNet Margin97th percentile

Revenue

Up

$392,655

Up $373,969 (+2001%) from 2020

Expenses

Down

$15,309

Down $31,029 (-67%) from 2020

Net Income

Up

$377,346

Up $404,998 (+1465%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$800K$600K$400K$200K$0Assets 2014: $429,429Liabilities 2014: $0Net Assets 2014: $429,4292014Assets 2015: $611,202Liabilities 2015: $0Net Assets 2015: $611,2022015Assets 2016: $593,878Liabilities 2016: $0Net Assets 2016: $593,8782016Assets 2017: $585,707Liabilities 2017: $0Net Assets 2017: $585,7072017Assets 2018: $562,781Liabilities 2018: $0Net Assets 2018: $562,7812018Assets 2019: $555,375Liabilities 2019: $0Net Assets 2019: $555,3752019Assets 2020: $527,723Liabilities 2020: $0Net Assets 2020: $527,7232020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $21,1462021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$21,146
Open 2021 Filing

Operations Trend

Revenue Growth99th percentile

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

$400K$200K$0-$200KRevenue 2014: $10,672Expenses 2014: $15,276Net Income 2014: -$4,6042014Revenue 2015: $184,326Expenses 2015: $2,553Net Income 2015: $181,7732015Revenue 2016: $12,145Expenses 2016: $29,469Net Income 2016: -$17,3242016Revenue 2017: $22,902Expenses 2017: $31,073Net Income 2017: -$8,1712017Revenue 2018: $25,467Expenses 2018: $48,393Net Income 2018: -$22,9262018Revenue 2019: $19,738Expenses 2019: $27,144Net Income 2019: -$7,4062019Revenue 2020: $18,686Expenses 2020: $46,338Net Income 2020: -$27,6522020Revenue 2021: $392,655Expenses 2021: $15,309Net Income 2021: $377,3462021

Highlighted filing

2021

Revenue$392,655
Expenses$15,309
Net Income$377,346
Open 2021 Filing

Filings

Most recent year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$21,146
Revenue
$392,655
Expenses
$15,309
Net income
$377,346
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.21$3.93$0.15$3.77
2020Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.19$0.46$0.28
2019Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.20$0.27$0.07
2018Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.25$0.48$0.23
2017Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.23$0.31$0.08
2016Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.12$0.29$0.17
2015Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$1.84$0.03$1.82
2014Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.11$0.15$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 29, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADAM STRAUSSTrustee-$0--
JOSHUA STRAUSSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Helaine & Edgar Strauss
EIN
36-3976041
Address
2 KELLEY LANE, WAYLAND, MA 01778

Signing Officer

Name
Adam Strauss
Title
Trustee
Phone
8477471130
Signed
2022-08-29

Preparer

Firm
Weinberg Barton & Company
Address
1609 SHERMAN AVE STE 204, EVANSTON, IL 60201-3753
Preparer
Matthew Barton
Phone
8478596880
Raw XML Appendix243 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
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DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine2Txt0OPPORTUNITY TR
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt0880457
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0TRANSFER OF ASSET TO NEW FOUNDATION
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0883923
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0905069
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt050
IRS990PF/FinalReturnInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOSHUA STRAUSS
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03896
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TaxesSchedule/TaxesDetail/Amt0275
TaxesSchedule/TaxesDetail/Amt1140
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0275
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1140
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ADAM STRAUSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08477471130
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELAINE & EDGAR STRAUSS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OPPORTUNITY TR
ReturnHeader/Filer/BusinessNameControlTxt0HELA
ReturnHeader/Filer/EIN0363976041
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ReturnHeader/Filer/USAddress/CityNm0WAYLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001778
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263349278
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEINBERG BARTON & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01609 SHERMAN AVE STE 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EVANSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0602013753
ReturnHeader/PreparerPersonGrp/PhoneNum08478596880
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW BARTON
ReturnHeader/ReturnTs02022-08-30T17:27:21-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ADAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STRAUSS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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