Civic Intelligence

Helaine & Edgar Strauss Opportunity Tr

990PF • Fiscal year 2015 • EIN 36-3976041

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 10, 2016

Organization Profile
154 Maple AvenueWilmette, IL 60091

(847) 424-1945

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

90th percentile

42%

Faster asset growth than 90% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

99th percentile

1627%

Faster revenue growth than 99% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$611,202

Up $181,773 (+42%) from 2014

Net Assets

Up

$611,202

Up $181,773 (+42%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin98th percentile

Revenue

Up

$184,326

Up $173,654 (+1627%) from 2014

Expenses

Down

$2,553

Down $12,723 (-83%) from 2014

Net Income

Up

$181,773

Up $186,377 (+4048%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$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

2015

Assets$611,202
Liabilities$0
Net Assets$611,202
Open 2015 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$184,326
Expenses$2,553
Net Income$181,773
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 10, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD STRAUSSTrustee-$0--
ADAM STRAUSSTrustee-$0--
JOSHUA STRAUSSTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIPN/ACHICAGO, IL, US$2,000
Filing and Contact Details

Filer

Filer Name
Helaine & Edgar Strauss Opportunity Tr
EIN
36-3976041
Phone
8474241945
Address
154 MAPLE AVENUE, WILMETTE, IL 60091

Signing Officer

Name
Ronald Strauss
Title
President
Signed
2016-06-10
Discuss with paid preparer
Yes

Preparer

Firm
Ronald Saltz & Associates PC
Address
85 Revere Drive Suite C, Northbrook, IL 60062-8001
Preparer
Ronald Saltz
Phone
8474803555
Raw XML Appendix295 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/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Application process includes recommendation of High School counselor including a statement from student of their goals and aspirations.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0RONALD STRAUSS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08474241945
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0154 MAPLE AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WILMETTE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd060091
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Minorities and women living in the inner city of Chicago.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0April 1
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0RONALD STRAUSS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0KRYSTAL JAMESON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06847 S CHAMPLAIN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060637
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026815
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03865
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03865
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03865
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03865
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020950
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt038
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAXES
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD STRAUSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELAINE & EDGAR STRAUSS OPPORTUNITY TR
ReturnHeader/Filer/BusinessNameControlTxt0HELA
ReturnHeader/Filer/EIN0363976041
ReturnHeader/Filer/PhoneNum08474241945
ReturnHeader/Filer/USAddress/AddressLine1Txt0154 MAPLE AVENUE
ReturnHeader/Filer/USAddress/CityNm0WILMETTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060091
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ronald Saltz & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt085 Revere Drive Suite C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Northbrook
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600628001
ReturnHeader/PreparerPersonGrp/PhoneNum08474803555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD SALTZ
ReturnHeader/ReturnTs02016-06-10T14:13:24-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$611,202
Liabilities
$0
Net assets
$611,202
Revenue
$184,326
Expenses
$2,553
Net income
$181,773
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