Civic Intelligence

Jay P Okun Foundation Inc

990PF • Fiscal year 2016 • EIN 20-0492126

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 27, 2017

Organization Profile
C/O Carol Falco 11 Euclid RoadSouth Amboy, NJ 08879

(732) 316-4807

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

10th percentile

-60%

Higher net margin than 10% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

41st percentile

-2.5%

Faster asset growth than 41% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

34th percentile

-9.9%

Faster revenue growth than 34% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$276,596

Down $6,997 (-2.5%) from 2015

Net Assets

Down

$276,596

Down $6,997 (-2.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin10th percentile

Revenue

Down

$11,660

Down $1,277 (-9.9%) from 2015

Expenses

Up

$18,657

Up $1,473 (+8.6%) from 2015

Net Income

Down

-$6,997

Down $2,750 (-65%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$600K$400K$200K$0Assets 2010: $418,786Liabilities 2010: $0Net Assets 2010: $418,7862010Assets 2011: $429,733Liabilities 2011: $0Net Assets 2011: $429,7332011Assets 2012: $399,708Liabilities 2012: $0Net Assets 2012: $399,7082012Assets 2013: $299,448Liabilities 2013: $0Net Assets 2013: $299,4482013Assets 2014: $287,840Liabilities 2014: $0Net Assets 2014: $287,8402014Assets 2015: $283,593Liabilities 2015: $0Net Assets 2015: $283,5932015Assets 2016: $276,596Liabilities 2016: $0Net Assets 2016: $276,5962016Assets 2017: $281,028Liabilities 2017: $0Net Assets 2017: $281,0282017Assets 2018: $266,665Liabilities 2018: $0Net Assets 2018: $266,6652018Assets 2019: $272,325Liabilities 2019: $0Net Assets 2019: $272,3252019Assets 2020: $274,672Liabilities 2020: $0Net Assets 2020: $274,6722020Assets 2021: $270,860Liabilities 2021: $0Net Assets 2021: $270,8602021Assets 2022: $232,207Liabilities 2022: $0Net Assets 2022: $232,2072022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2016

Assets$276,596
Liabilities$0
Net Assets$276,596
Open 2016 Filing

Operations Trend

Revenue Growth34th percentile

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

$400K$200K$0-$200K-$400KExpenses 2010: $21,0122010Expenses 2011: $16,7722011Expenses 2012: $30,4522012Revenue 2013: -$81,897Expenses 2013: $18,363Net Income 2013: -$100,2602013Revenue 2014: $12,336Expenses 2014: $23,943Net Income 2014: -$11,6072014Revenue 2015: $12,937Expenses 2015: $17,184Net Income 2015: -$4,2472015Revenue 2016: $11,660Expenses 2016: $18,657Net Income 2016: -$6,9972016Revenue 2017: $11,438Expenses 2017: $7,006Net Income 2017: $4,4322017Revenue 2018: $10,356Expenses 2018: $24,719Net Income 2018: -$14,3632018Revenue 2019: $12,109Expenses 2019: $6,449Net Income 2019: $5,6602019Revenue 2020: $10,979Expenses 2020: $8,632Net Income 2020: $2,3472020Revenue 2021: $10,776Expenses 2021: $14,588Net Income 2021: -$3,8122021Revenue 2022: -$31,507Expenses 2022: $7,146Net Income 2022: -$38,6532022Revenue 2023: $1,012Expenses 2023: $233,219Net Income 2023: -$232,2072023

Highlighted filing

2016

Revenue$11,660
Expenses$18,657
Net Income-$6,997
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 27, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PILAR RUTTENBERGTrustee-$0--
KENNETH B FALKTrustee-$0--
CAROL FALCOSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Jay P Okun Foundation Inc
EIN
20-0492126
Phone
7323164807
Address
C/O CAROL FALCO 11 EUCLID ROAD, SOUTH AMBOY, NJ 08879

Signing Officer

Name
Carol Falco
Title
Secretary
Phone
7323164807
Signed
2017-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Smith Graham & Ellingsworth Pa
Address
96 NE FOURTH AVENUE, DELRAY BEACH, FL 33483
Preparer
Thomas a Smith CPA
Phone
5612767468
Raw XML Appendix323 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01201 15TH STR NW SUITE 420
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14200 DAVENPORT STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21446 CHAIN BRIDGE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MCLEAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd222101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013689
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013689
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02015
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08152
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0270
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02728
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt016976
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03811
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02015
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08152
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0270
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02728
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03811
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt016976
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt013165
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NJ ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
TaxesSchedule/TaxesDetail/Amt0118
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL FALCO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07323164807
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAY P OKUN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JAYP
ReturnHeader/Filer/EIN0200492126
ReturnHeader/Filer/PhoneNum07323164807
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O CAROL FALCO 11 EUCLID ROAD
ReturnHeader/Filer/USAddress/CityNm0SOUTH AMBOY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008879
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CDC882E99E4B533F23D52894BCB66B22BCEC5BAD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01FE50D85BB4927D9EA648B598A308596F182BDB7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.179.191.26
ReturnHeader/FilingSecurityInformation/IPDt02017-04-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:57:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591498196
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH GRAHAM & ELLINGSWORTH PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt096 NE FOURTH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DELRAY BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033483
ReturnHeader/PreparerPersonGrp/PhoneNum05612767468
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS A SMITH CPA
ReturnHeader/ReturnTs02017-05-08T12:37:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$276,596
Liabilities
$0
Net assets
$276,596
Revenue
$11,660
Expenses
$18,657
Net income
-$6,997
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$2.33$2.32
2022Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.32$0.07$0.39
2021Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.11$0.15$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.11$0.09$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.12$0.06$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.10$0.25$0.14
2017Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.11$0.07$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.12$0.19$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.13$0.17$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.12$0.24$0.12
2013Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.82$0.18$1.00
2012Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.30
2011Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.17
2010Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.21