Civic Intelligence

The Pucilowski Foundation

990PF • Fiscal year 2015 • EIN 26-1724584

Jan 01, 2015 to Dec 31, 2015 • Filed on May 13, 2016

5500 Fieldston Road No 6HHBronx, NY 10471

(212) 721-1719

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.00x

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

2015 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

81st percentile

0.00x

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

2015 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2015

Net Margin

93rd percentile

96%

Higher net margin than 93% of similar nonprofits.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

83rd percentile

$3,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2015

Asset Growth

93rd percentile

67%

Faster asset growth than 93% of similar nonprofits.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

96th percentile

972%

Faster revenue growth than 96% of similar nonprofits.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,037,289

Up $415,154 (+67%) from 2014

Net Assets

Up

$1,037,289

Up $415,154 (+67%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$460,501

Up $417,559 (+972%) from 2014

Expenses

Down

$19,376

Down $12,693 (-40%) from 2014

Net Income

Up

$441,125

Up $430,252 (+3957%) from 2014

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2014: $622,135Liabilities 2014: $0Net Assets 2014: $622,1352014Assets 2015: $1,037,289Liabilities 2015: $0Net Assets 2015: $1,037,2892015Assets 2016: $1,208,051Liabilities 2016: $0Net Assets 2016: $1,208,0512016Assets 2017: $2,579,625Liabilities 2017: $0Net Assets 2017: $2,579,6252017Assets 2018: $2,127,568Liabilities 2018: $0Net Assets 2018: $2,127,5682018Assets 2019: $1,935,255Liabilities 2019: $0Net Assets 2019: $1,935,2552019Assets 2020: $1,921,854Liabilities 2020: $0Net Assets 2020: $1,921,8542020Assets 2021: $2,004,224Liabilities 2021: $0Net Assets 2021: $2,004,2242021Assets 2022: $2,101,034Liabilities 2022: $0Net Assets 2022: $2,101,0342022Assets 2023: $2,033,858Liabilities 2023: $0Net Assets 2023: $2,033,8582023Assets 2024: $2,078,760Liabilities 2024: $0Net Assets 2024: $2,078,7602024

Highlighted filing

2015

Assets$1,037,289
Liabilities$0
Net Assets$1,037,289

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $42,942Expenses 2014: $32,069Net Income 2014: $10,8732014Revenue 2015: $460,501Expenses 2015: $19,376Net Income 2015: $441,1252015Revenue 2016: $241,452Expenses 2016: $70,690Net Income 2016: $170,7622016Revenue 2017: $1,474,637Expenses 2017: $103,063Net Income 2017: $1,371,5742017Revenue 2018: $174,396Expenses 2018: $79,707Net Income 2018: $94,6892018Revenue 2019: -$76,028Expenses 2019: $113,459Net Income 2019: -$189,4872019Revenue 2020: $80,247Expenses 2020: $172,273Net Income 2020: -$92,0262020Revenue 2021: $216,554Expenses 2021: $131,313Net Income 2021: $85,2412021Revenue 2022: $250,303Expenses 2022: $178,713Net Income 2022: $71,5902022Revenue 2023: $86,897Expenses 2023: $154,073Net Income 2023: -$67,1762023Revenue 2024: $210,849Expenses 2024: $165,947Net Income 2024: $44,9022024

Highlighted filing

2015

Revenue$460,501
Expenses$19,376
Net Income$441,125
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 13, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SZYMON KUCZYNSKIPresident-$3,000-$3,000
Bozena KuczynskiSecretary & Treasurer-$3,000-$3,000
Rory Max MinnisVice President-$1,000-$1,000
Anna Sokolik DeceasedFounder-$0--
Filing and Contact Details

Filer

Filer Name
The Pucilowski Foundation
EIN
26-1724584
Phone
2127211719
Address
5500 Fieldston Road No 6HH, Bronx, NY 10471

Signing Officer

Name
szymon kuczynski
Title
President
Phone
2127211719
Signed
2016-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
3400 College Blvd, Leawood, KS 66211
Preparer
Benjamin M Hake CPA
Phone
9133382727
Raw XML Appendix379 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Investments at TD Ameritrade
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0356168
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SZYMON KUCZYNSKI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Bozena Kuczynski
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Rory Max Minnis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Anna Sokolik Deceased
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary & Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Founder
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Szymon Kuczynski
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05500 Fieldston Road 6HH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0North Riverdale
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010471
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02127211719
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt028500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS FOR GRANTS AND FINANCIAL ASSISTANCE FOR 21 STUDENTS - SPRING $10,500 SPRING $11,000 FALL. SCHOLARSHIPS FOR GRANTS AND FINANCIAL ASSISTANCE FOR NATALIE PAULA KABAN SCHOLARSHIP - $7,000.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To help provide temporary housing for pediatric cancer patients and their families.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE SOKOLKA COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Ronald McDonald House New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0Plac Koseiuszkia 16-100 Sokolka
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0Wojipodlaskie
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0PL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0405 E 73rd St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010021
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt028700
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/AppliedToCurrentYearAmt05561
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt010281
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt049789
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015842
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt044228
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt010281
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0The Estate of Anna Sokolik
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0160 West 66th Street Apt 25J
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0New York
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010023
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0276612
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0148570
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Stock Portfolio
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02015-04-30
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01000
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01635
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Dividends Receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Legal Costs - Condo
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0142
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt114358
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0142
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt114358
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01516
OtherDecreasesSchedule/OtherDecreasesDetail/Amt124455
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Previously Unrecorded Bond Amortization
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Prior Year Adjustment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Computer & Office Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1New York State Charter Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01967
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1130
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01967
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1130
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01868
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01868
TaxesSchedule/TaxesDetail/Amt0239
TaxesSchedule/TaxesDetail/Amt1900
TaxesSchedule/TaxesDetail/Amt2527
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes Withheld
TaxesSchedule/TaxesDetail/CategoryTxt12014 Extension Payment
TaxesSchedule/TaxesDetail/CategoryTxt22015 Estimated Tax Payments
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0239
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0szymon kuczynski
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02127211719
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Pucilowski Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PUCI
ReturnHeader/Filer/EIN0261724584
ReturnHeader/Filer/PhoneNum02127211719
ReturnHeader/Filer/USAddress/AddressLine1Txt05500 Fieldston Road No 6HH
ReturnHeader/Filer/USAddress/CityNm0Bronx
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010471
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Creative Planning Tax LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03400 College Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Leawood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066211
ReturnHeader/PreparerPersonGrp/PhoneNum09133382727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Benjamin M Hake CPA
ReturnHeader/ReturnTs02016-05-13T14:15:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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