Civic Intelligence

Okurowski Family Foundation

990PF • Fiscal year 2017 • EIN 26-0288492

Jan 01, 2017 to Dec 31, 2017 • Filed on May 17, 2018

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

4th percentile

-119%

Higher net margin than 4% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

63rd percentile

6.6%

Faster asset growth than 63% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

45th percentile

2.7%

Faster revenue growth than 45% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,732,387

Up $107,870 (+6.6%) from 2016

Net Assets

Up

$1,732,387

Up $107,870 (+6.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin4th percentile

Revenue

Up

$63,527

Up $1,670 (+2.7%) from 2016

Expenses

Up

$139,268

Up $6,268 (+4.7%) from 2016

Net Income

Down

-$75,741

Down $4,598 (-6.5%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2017

Assets$1,732,387
Liabilities$0
Net Assets$1,732,387
Open 2017 Filing

Operations Trend

Revenue Growth45th 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

2017

Revenue$63,527
Expenses$139,268
Net Income-$75,741
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 17, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEON OKUROWSKITrustee-$0--
LAWRIE OKUROWSKITrustee-$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
2018-05-17
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 Appendix296 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CONCORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019067
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201742
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd345277
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0137400
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0132387
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0126942
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0107135
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt085442
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt092442
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt092442
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0589748
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0137842
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0132387
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0126942
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0107135
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt085442
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0137842
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0137842
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0139264
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0682190
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0544348
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0139264
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0183611
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0GAIN ON SALE OF ALERE
TaxesSchedule/TaxesDetail/Amt0983
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1MA FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt017
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt018
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEON OKUROWSKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07816765910
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-17
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/IPv4AddressTxt0108.49.126.229
ReturnHeader/FilingSecurityInformation/IPDt02018-06-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm006:31:43
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/PreparationDt02018-06-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG ZUCKERMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-06-13T06:31:43-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,732,387
Liabilities
$0
Net assets
$1,732,387
Revenue
$63,527
Expenses
$139,268
Net income
-$75,741
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