Civic Intelligence

Richard L Cohen Family Foundation 110900

990PF • Fiscal year 2016 • EIN 11-3573795

Jan 01, 2016 to Dec 31, 2016 • Filed on Dec 12, 2017

Organization Profile
223 Wall Street - Suite 162Huntington, NY 11743

(516) 343-9230

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

92nd percentile

55%

Higher net margin than 92% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

71st percentile

8.6%

Faster asset growth than 71% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

110%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$919,683

Up $73,040 (+8.6%) from 2015

Net Assets

Up

$919,683

Up $73,040 (+8.6%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin92nd percentile

Revenue

Up

$133,890

Up $70,094 (+110%) from 2015

Expenses

Up

$60,850

Up $250 (+0.4%) from 2015

Net Income

Up

$73,040

Up $69,844 (+2185%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$1.0M$500K$0Assets 2010: $778,690Liabilities 2010: $250Net Assets 2010: $778,4402010Assets 2011: $788,253Liabilities 2011: $0Net Assets 2011: $788,2532011Assets 2012: $845,688Liabilities 2012: $0Net Assets 2012: $845,6882012Assets 2013: $837,688Liabilities 2013: $1Net Assets 2013: $837,6882013Assets 2014: $843,447Liabilities 2014: $1Net Assets 2014: $843,4472014Assets 2015: $846,643Liabilities 2015: $1Net Assets 2015: $846,6432015Assets 2016: $919,683Liabilities 2016: $0Net Assets 2016: $919,6832016Assets 2017: $210Liabilities 2017: $0Net Assets 2017: $2102017

Highlighted filing

2016

Assets$919,683
Liabilities$0
Net Assets$919,683
Open 2016 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $57,0812010Expenses 2011: $66,8052011Expenses 2012: $10,1062012Revenue 2013: $57,610Expenses 2013: $65,610Net Income 2013: -$8,0002013Revenue 2014: $66,752Expenses 2014: $60,993Net Income 2014: $5,7592014Revenue 2015: $63,796Expenses 2015: $60,600Net Income 2015: $3,1962015Revenue 2016: $133,890Expenses 2016: $60,850Net Income 2016: $73,0402016Revenue 2017: $86,377Expenses 2017: $977,722Net Income 2017: -$891,3452017

Highlighted filing

2016

Revenue$133,890
Expenses$60,850
Net Income$73,040
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Dec 12, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JILL S LEFKOWITZTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Richard L Cohen Family Foundation
EIN
11-3573795
Phone
5163439230
Address
223 WALL STREET - SUITE 162, HUNTINGTON, NY 11743

Signing Officer

Name
Jill S Lefkowitz
Title
Trustee
Phone
5163439230
Signed
2017-12-12
Discuss with paid preparer
Yes

Preparer

Firm
The Tax Advisory Group Inc
Address
223 MAIN STREET, PORT WASHINGTON, NY 11050-3211
Preparer
Kenneth K Dillenbeck
Phone
5162315575
Raw XML Appendix333 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/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JILL LEFKOWITZ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt016 TITUS LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0COLD SPRING HARBOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011724
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05163439230
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt060000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE FOOD/SHELTER TO THE NEEDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE INTERFAITH NUTRITION NETWORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0211 FULTON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HEMPSTEAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011550
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt060000
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/AppliedToCurrentYearAmt044474
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt044474
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017254
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt017195
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt022361
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014325
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt014325
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt072336
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015526
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017254
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt017195
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt022361
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015526
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt086661
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt071135
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0284
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0823
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0823
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0750
TaxesSchedule/TaxesDetail/Amt0750
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0750
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JILL S LEFKOWITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05163439230
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD L COHEN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0113573795
ReturnHeader/Filer/PhoneNum05163439230
ReturnHeader/Filer/USAddress/AddressLine1Txt0223 WALL STREET - SUITE 162
ReturnHeader/Filer/USAddress/CityNm0HUNTINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011743
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B1F84DBAA91BD1EF28C568D79B29F212332561EC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07070936C1F1975CD9D304FC3ED7EBD3A19867C9A
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050542060
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE TAX ADVISORY GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0223 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORT WASHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0110503211
ReturnHeader/PreparerPersonGrp/PhoneNum05162315575
ReturnHeader/PreparerPersonGrp/PreparationDt02017-12-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH K DILLENBECK
ReturnHeader/ReturnTs02017-12-13T15:23:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$919,683
Liabilities
$0
Net assets
$919,683
Revenue
$133,890
Expenses
$60,850
Net income
$73,040
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.86$9.78$8.91
2016Detailed filing. Detailed filing data is available for this year.$9.20$0.00$9.20$1.34$0.61$0.73
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.47$0.00$8.47$0.64$0.61$0.03
2014Detailed filing. Detailed filing data is available for this year.$8.43$0.00$8.43$0.67$0.61$0.06
2013Detailed filing. Detailed filing data is available for this year.$8.38$0.00$8.38$0.58$0.66$0.08
2012Detailed filing. Detailed filing data is available for this year.$8.46$0.00$8.46$0.10
2011Detailed filing. Detailed filing data is available for this year.$7.88$0.00$7.88$0.67
2010Detailed filing. Detailed filing data is available for this year.$7.79$0.00$7.78$0.57