Civic Intelligence

Oze Family Foundation

EIN 46-2111172 • Wilmington, DE

2751 Centerville Rd 401Wilmington, DE 19808
Siviq Scores

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

Liabilities / Assets

76th percentile

0.04x

Higher debt load relative to assets than 76% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

99th percentile

117%

Higher net margin than 99% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2024

Asset Growth

35th percentile

-14%

Faster asset growth than 35% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$360,326

Down $60,480 (-14%) from 2023

Liabilities

Flat

$14,566

Flat from 2023

Net Assets

Down

$345,760

Down $60,480 (-15%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$51,479

Down $42,989 (-506%) from 2023

Expenses

Up

$9,001

Up $5,803 (+181%) from 2023

Net Income

Down

-$60,480

Down $48,792 (-417%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$800K$600K$400K$200K$0Assets 2014: $479,505Liabilities 2014: $212,000Net Assets 2014: $267,5052014Assets 2015: $610,979Liabilities 2015: $212,000Net Assets 2015: $398,9792015Assets 2016: $564,450Liabilities 2016: $245,084Net Assets 2016: $319,3662016Assets 2017: $553,846Liabilities 2017: $280,084Net Assets 2017: $273,7622017Assets 2018: $510,555Liabilities 2018: $372,944Net Assets 2018: $137,6112018Assets 2019: $475,245Liabilities 2019: $428,530Net Assets 2019: $46,7152019Assets 2020: $490,027Liabilities 2020: $14,977Net Assets 2020: $475,0502020Assets 2021: $462,331Liabilities 2021: $14,566Net Assets 2021: $447,7652021Assets 2022: $432,494Liabilities 2022: $14,566Net Assets 2022: $417,9282022Assets 2023: $420,806Liabilities 2023: $14,566Net Assets 2023: $406,2402023Assets 2024: $360,326Liabilities 2024: $14,566Net Assets 2024: $345,7602024

Highlighted filing

2024

Assets$360,326
Liabilities$14,566
Net Assets$345,760
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200K-$400KRevenue 2014: $17,198Expenses 2014: $253,238Net Income 2014: -$236,0402014Revenue 2015: $248,028Expenses 2015: $115,994Net Income 2015: $132,0342015Revenue 2016: $106,331Expenses 2016: $185,946Net Income 2016: -$79,6152016Revenue 2017: $320,158Expenses 2017: $158,992Net Income 2017: $161,1662017Revenue 2018: $31,157Expenses 2018: $167,308Net Income 2018: -$136,1512018Revenue 2019: -$7,228Expenses 2019: $83,668Net Income 2019: -$90,8962019Revenue 2020: $536,989Expenses 2020: $108,654Net Income 2020: $428,3352020Revenue 2021: $1,855Expenses 2021: $29,140Net Income 2021: -$27,2852021Revenue 2022: $3,665Expenses 2022: $33,502Net Income 2022: -$29,8372022Revenue 2023: -$8,490Expenses 2023: $3,198Net Income 2023: -$11,6882023Revenue 2024: -$51,479Expenses 2024: $9,001Net Income 2024: -$60,4802024

Highlighted filing

2024

Revenue-$51,479
Expenses$9,001
Net Income-$60,480
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$360,326
Liabilities
$14,566
Net assets
$345,760
Revenue
-$51,479
Expenses
$9,001
Net income
-$60,480
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.60$0.15$3.46$0.51$0.09$0.60
2023Detailed filing. Detailed filing data is available for this year.$4.21$0.15$4.06$0.08$0.03$0.12
2022Detailed filing. Detailed filing data is available for this year.$4.32$0.15$4.18$0.04$0.34$0.30
2021Detailed filing. Detailed filing data is available for this year.$4.62$0.15$4.48$0.02$0.29$0.27
2020Detailed filing. Detailed filing data is available for this year.$4.90$0.15$4.75$5.37$1.09$4.28
2019Detailed filing. Detailed filing data is available for this year.$4.75$4.29$0.47$0.07$0.84$0.91
2018Detailed filing. Detailed filing data is available for this year.$5.11$3.73$1.38$0.31$1.67$1.36
2017Detailed filing. Detailed filing data is available for this year.$5.54$2.80$2.74$3.20$1.59$1.61
2016Detailed filing. Detailed filing data is available for this year.$5.64$2.45$3.19$1.06$1.86$0.80
2015Detailed filing. Detailed filing data is available for this year.$6.11$2.12$3.99$2.48$1.16$1.32
2014Detailed filing. Detailed filing data is available for this year.$4.80$2.12$2.68$0.17$2.53$2.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
YGAL OZECHOVPresident-Treasurer-$0--
KIMBERLY G MCKINNONSecretary-$0--
CARMIT OZECHOVVice President-$0--
Filing and Contact Details

Filer

Filer Name
Oze Family Foundation
EIN
46-2111172
Phone
3022815339
Address
2751 CENTERVILLE RD 401, WILMINGTON, DE 19808

Signing Officer

Name
Ygal Ozechov
Title
President
Phone
3022815339
Signed
2025-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Navolio & Tallman Llp
Address
2121 N CALIFORNIA BLVD SUITE 610, WALNUT CREEK, CA 94596
Preparer
David S Tallman
Phone
4159561750
Raw XML Appendix316 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/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03207
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019740
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06455
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt068721
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt020421
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt016533
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03888
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt075176
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06455
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt068721
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03207
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02301
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02301
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BUSINESS REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1YTD, LLC - PORTFOLIO DEDUCTIONS AND OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2LEGAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0162
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2327
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0162
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12516
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2328
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0324
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12516
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2655
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-2
OtherIncomeSchedule2/OtherIncomeDetail/Desc0YTD LLC - OTHER PORTFOLIO INCOME/(LOSS)
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-2
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-2
TaxesSchedule/TaxesDetail/Amt071
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0YGAL OZECHOV
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03022815339
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OZE FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OZEF
ReturnHeader/Filer/EIN0462111172
ReturnHeader/Filer/PhoneNum03022815339
ReturnHeader/Filer/USAddress/AddressLine1Txt02751 CENTERVILLE RD 401
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019808
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261367143
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NAVOLIO & TALLMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02121 N CALIFORNIA BLVD SUITE 610
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094596
ReturnHeader/PreparerPersonGrp/PhoneNum04159561750
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID S TALLMAN
ReturnHeader/ReturnTs02025-11-06T11:33:35-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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