Civic Intelligence

Okurowski Family Foundation

990PF • Fiscal year 2016 • EIN 26-0288492

Jan 01, 2016 to Dec 31, 2016 • Filed on May 03, 2017

Organization Profile
294 Elm StreetConcord, MA 01742-2247

(781) 676-5910

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

6th percentile

-115%

Higher net margin than 6% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

24th percentile

-4.2%

Faster asset growth than 24% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

53rd percentile

2.8%

Faster revenue growth than 53% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,624,517

Down $71,143 (-4.2%) from 2015

Net Assets

Down

$1,624,517

Down $71,143 (-4.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin6th percentile

Revenue

Up

$61,857

Up $1,660 (+2.8%) from 2015

Expenses

Up

$133,000

Up $3,702 (+2.9%) from 2015

Net Income

Down

-$71,143

Down $2,042 (-3.0%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $1,841,473Liabilities 2012: $0Net Assets 2012: $1,841,4732012Assets 2013: $1,817,102Liabilities 2013: $0Net Assets 2013: $1,817,1022013Assets 2014: $1,764,761Liabilities 2014: $0Net Assets 2014: $1,764,7612014Assets 2015: $1,695,660Liabilities 2015: $0Net Assets 2015: $1,695,6602015Assets 2016: $1,624,517Liabilities 2016: $0Net Assets 2016: $1,624,5172016Assets 2017: $1,732,387Liabilities 2017: $0Net Assets 2017: $1,732,3872017Assets 2018: $1,647,137Liabilities 2018: $0Net Assets 2018: $1,647,1372018Assets 2019: $1,571,842Liabilities 2019: $0Net Assets 2019: $1,571,8422019Assets 2020: $1,505,839Liabilities 2020: $0Net Assets 2020: $1,505,8392020Assets 2021: $2,906,775Liabilities 2021: $0Net Assets 2021: $2,906,7752021Assets 2022: $4,550,620Liabilities 2022: $0Net Assets 2022: $4,550,6202022Assets 2023: $4,527,716Liabilities 2023: $0Net Assets 2023: $4,527,7162023Assets 2024: $2,100,796Liabilities 2024: $0Net Assets 2024: $2,100,7962024

Highlighted filing

2016

Assets$1,624,517
Liabilities$0
Net Assets$1,624,517
Open 2016 Filing

Operations Trend

Revenue Growth53rd percentile

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

$2.0M$0-$2.0M-$4.0MExpenses 2012: $93,4152012Revenue 2013: $62,666Expenses 2013: $87,030Net Income 2013: -$24,3642013Revenue 2014: $57,159Expenses 2014: $109,500Net Income 2014: -$52,3412014Revenue 2015: $60,197Expenses 2015: $129,298Net Income 2015: -$69,1012015Revenue 2016: $61,857Expenses 2016: $133,000Net Income 2016: -$71,1432016Revenue 2017: $63,527Expenses 2017: $139,268Net Income 2017: -$75,7412017Revenue 2018: $78,662Expenses 2018: $163,912Net Income 2018: -$85,2502018Revenue 2019: $83,156Expenses 2019: $158,451Net Income 2019: -$75,2952019Revenue 2020: $87,947Expenses 2020: $153,950Net Income 2020: -$66,0032020Revenue 2021: $1,508,666Expenses 2021: $168,585Net Income 2021: $1,340,0812021Revenue 2022: $1,547,361Expenses 2022: $184,057Net Income 2022: $1,363,3042022Revenue 2023: $226,061Expenses 2023: $287,350Net Income 2023: -$61,2892023Revenue 2024: -$2,240,188Expenses 2024: $288,171Net Income 2024: -$2,528,3592024

Highlighted filing

2016

Revenue$61,857
Expenses$133,000
Net Income-$71,143
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 3, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEON OKUROWSKITrustee-$0--
LAWRIE OKUROWSKITrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFIDELITY CHARITABLE GIFT FDGENERAL FUNDPUBLICCINCINNATI, OH, US$112,345
Paid GrantG SYSTEMS INT'LEDUCATIONPUBLICDALLAS, TX, US$13,000
Paid GrantLAKE WINNEPESAUKE SAILING ASSOCGENERALPUBLICLACONIA, NH, US$5,000
Paid GrantCLAIRE FORBES MEMORIAL SCHOLARSHIPGENERALPUBLICWILLIAMSBURG, MA, US$1,000
Paid GrantMORRISVILLE HIGHSCHOOLNURSING SCHOLARSHIPPUBLICMORRISVILLE, PA, US$600
Paid Grant----$0
Paid Grant----$0
Filing and Contact Details

Filer

Filer Name
Okurowski Family Foundation
EIN
26-0288492
Phone
7816765910
Address
294 ELM STREET, CONCORD, MA 01742-2247

Signing Officer

Name
Leon Okurowski
Title
Trustee
Phone
7816765910
Signed
2017-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Craig Zuckerman CPA
Address
86 CIDER MILL RD, SUDBURY, MA 01776
Preparer
Craig Zuckerman
Phone
9784409276
Raw XML Appendix309 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LEON OKUROWSKI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MORRISVILLE HIGHSCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1G SYSTEMS INT'L
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2LAKE WINNEPESAUKE SAILING ASSOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CLAIRE FORBES MEMORIAL SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4FIDELITY CHARITABLE GIFT FD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0346 W TRENTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1305 SPRING CREEK VILLAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 7047
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35 CLARY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MORRISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LACONIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WILLIAMSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019067
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175248
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd203247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd301096
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd445277
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0131945
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/DistributableAsAdjustedAmt0139264
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0126942
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0107135
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt085442
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt092442
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0544348
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0132387
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0126942
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0107135
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt085442
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt092442
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0132387
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0132387
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0132920
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0544348
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0411961
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0139264
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0132920
TaxesSchedule/TaxesDetail/Amt0170
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1MA FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt017
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt018
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEON OKUROWSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07816765910
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OKUROWSKI FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OKUR
ReturnHeader/Filer/EIN0260288492
ReturnHeader/Filer/PhoneNum07816765910
ReturnHeader/Filer/USAddress/AddressLine1Txt0294 ELM STREET
ReturnHeader/Filer/USAddress/CityNm0CONCORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0017422247
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A231B0BCA8C801609D84A0436EBCC36E69F3B01A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A231B0BCA8C801609D84A0436EBCC36E69F3B01A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.49.191.104
ReturnHeader/FilingSecurityInformation/IPDt02017-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:40:25
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CRAIG ZUCKERMAN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt086 CIDER MILL RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUDBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001776
ReturnHeader/PreparerPersonGrp/PhoneNum09784409276
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG ZUCKERMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-11T09:40:31-07:00
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
$1,624,517
Liabilities
$0
Net assets
$1,624,517
Revenue
$61,857
Expenses
$133,000
Net income
-$71,143
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$2.24$0.29$2.53
2023Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.23$0.29$0.06
2022Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$1.55$0.18$1.36
2021Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$1.51$0.17$1.34
2020Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.09$0.15$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.08$0.16$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.08$0.16$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.06$0.14$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.06$0.13$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.06$0.13$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.06$0.11$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.06$0.09$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.09