Civic Intelligence

Jeffrey P Ossen Family Foundation

EIN 26-1243178 • West Hartford, CT

Pub. 78 Eligible
PO Box 370085West Hartford, CT 06137
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

87th percentile

54%

Higher net margin than 87% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$173,388

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

62nd percentile

7.5%

Faster asset growth than 62% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

160%

Faster revenue growth than 92% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$17,952,624

Up $1,246,708 (+7.5%) from 2023

Liabilities

Up

$8,599

Up $2,036 (+31%) from 2023

Net Assets

Up

$17,944,025

Up $1,244,672 (+7.5%) from 2023

Operations
Liabilities / Revenue23rd percentileNet Margin87th percentile

Revenue

Up

$2,352,393

Up $1,446,665 (+160%) from 2023

Expenses

Up

$1,083,989

Up $181,118 (+20%) from 2023

Net Income

Up

$1,268,404

Up $1,265,547 (+44296%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

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

$20M$15M$10M$5.0M$0Assets 2020: $16,063,484Liabilities 2020: $0Net Assets 2020: $16,063,4842020Assets 2021: $17,267,835Liabilities 2021: $0Net Assets 2021: $17,267,8352021Assets 2022: $17,033,077Liabilities 2022: $0Net Assets 2022: $17,033,0772022Assets 2023: $16,705,916Liabilities 2023: $6,563Net Assets 2023: $16,699,3532023Assets 2024: $17,952,624Liabilities 2024: $8,599Net Assets 2024: $17,944,0252024

Highlighted filing

2024

Assets$17,952,624
Liabilities$8,599
Net Assets$17,944,025
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$3.0M$2.0M$1.0M$0Revenue 2020: $2,657,678Expenses 2020: $1,210,014Net Income 2020: $1,447,6642020Revenue 2021: $2,507,101Expenses 2021: $1,302,750Net Income 2021: $1,204,3512021Revenue 2022: $531,024Expenses 2022: $373,334Net Income 2022: $157,6902022Revenue 2023: $905,728Expenses 2023: $902,871Net Income 2023: $2,8572023Revenue 2024: $2,352,393Expenses 2024: $1,083,989Net Income 2024: $1,268,4042024

Highlighted filing

2024

Revenue$2,352,393
Expenses$1,083,989
Net Income$1,268,404
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,952,624
Liabilities
$8,599
Net assets
$17,944,025
Revenue
$2,352,393
Expenses
$1,083,989
Net income
$1,268,404
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.0$0.01$17.9$2.35$1.08$1.27
2023Detailed filing. Detailed filing data is available for this year.$16.7$0.01$16.7$0.91$0.90$0.00
2022Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$0.53$0.37$0.16
2021Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$2.51$1.30$1.20
2020Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$2.66$1.21$1.45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACQUELINE BERKOWITZTreasurer & Executive DirectorFT$139,014$34,374$173,388
CAROLYN LINKOVPresident-$29,200-$29,200
ELIZABETH OSSENSecretary-$12,500-$12,500
Filing and Contact Details

Filer

Filer Name
Jeffrey P Ossen Family Foundation
EIN
26-1243178
Phone
8609784206
Address
PO BOX 370085, WEST HARTFORD, CT 06137

Signing Officer

Name
Jacqueline Berkowitz
Title
Executive Director
Phone
8609784206
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
800 NICOLLET MALL STE 1300, MINNEAPOLIS, MN 55402-7033
Preparer
Deb Nelson CPA
Phone
6122536500
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