Civic Intelligence

Cohen Family Foundation Inc

EIN 13-3183001 • Saratoga Springs, NY

19 Railroad Pl Suite 301Saratoga Springs, NY 12866
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

51st percentile

1.5%

Higher net margin than 51% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

79th percentile

21%

Faster asset growth than 79% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

266%

Faster revenue growth than 96% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$27,727

Up $4,874 (+21%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$27,727

Up $4,874 (+21%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin51st percentile

Revenue

Up

$314,946

Up $228,820 (+266%) from 2023

Expenses

Up

$310,072

Up $144,134 (+87%) from 2023

Net Income

Up

$4,874

Up $84,686 (+106%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$400K$300K$200K$100K$0Assets 2011: $362,660Liabilities 2011: $3,1842011Assets 2012: $181,592Liabilities 2012: $02012Assets 2013: $210,630Liabilities 2013: $02013Assets 2014: $157,316Liabilities 2014: $02014Assets 2015: $117,750Liabilities 2015: $02015Assets 2018: $280,049Liabilities 2018: $0Net Assets 2018: $280,0492018Assets 2019: $127,440Liabilities 2019: $0Net Assets 2019: $127,4402019Assets 2020: $229,289Liabilities 2020: $0Net Assets 2020: $229,2892020Assets 2021: $170,971Liabilities 2021: $0Net Assets 2021: $170,9712021Assets 2022: $113,762Liabilities 2022: $0Net Assets 2022: $113,7622022Assets 2023: $22,853Liabilities 2023: $0Net Assets 2023: $22,8532023Assets 2024: $27,727Liabilities 2024: $0Net Assets 2024: $27,7272024

Highlighted filing

2024

Assets$27,727
Liabilities$0
Net Assets$27,727
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $356,498Expenses 2011: $171,698Net Income 2011: $184,8002011Revenue 2012: $11,040Expenses 2012: $188,924Net Income 2012: -$177,8842012Revenue 2013: $225,830Expenses 2013: $139,700Net Income 2013: $86,1302013Revenue 2014: $204,681Expenses 2014: $246,912Net Income 2014: -$42,2312014Revenue 2015: $190,042Expenses 2015: $229,608Net Income 2015: -$39,5662015Revenue 2018: $160,550Expenses 2018: $273,633Net Income 2018: -$113,0832018Revenue 2019: $157,201Expenses 2019: $309,780Net Income 2019: -$152,5792019Revenue 2020: $622,628Expenses 2020: $226,660Net Income 2020: $395,9682020Revenue 2021: $197,245Expenses 2021: $279,927Net Income 2021: -$82,6822021Revenue 2022: $243,523Expenses 2022: $301,765Net Income 2022: -$58,2422022Revenue 2023: $86,126Expenses 2023: $165,938Net Income 2023: -$79,8122023Revenue 2024: $314,946Expenses 2024: $310,072Net Income 2024: $4,8742024

Highlighted filing

2024

Revenue$314,946
Expenses$310,072
Net Income$4,874
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$27,727
Liabilities
$0
Net assets
$27,727
Revenue
$314,946
Expenses
$310,072
Net income
$4,874
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$3.15$3.10$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.86$1.66$0.80
2022Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$2.44$3.02$0.58
2021Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$1.97$2.80$0.83
2020Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$6.23$2.27$3.96
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$1.57$3.10$1.53
2018Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$1.61$2.74$1.13
2015Summary only. Only limited summary data is available for this year.$1.18$0.00$1.90$2.30$0.40
2014Summary only. Only limited summary data is available for this year.$1.57$0.00$2.05$2.47$0.42
2013Summary only. Only limited summary data is available for this year.$2.11$0.00$2.26$1.40$0.86
2012Summary only. Only limited summary data is available for this year.$1.82$0.00$0.11$1.89$1.78
2011Summary only. Only limited summary data is available for this year.$3.63$0.03$3.56$1.72$1.85
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER A COHENPresident - <1-$0--
WILLIAM COHENVice President - <1-$0--
ANDREW COHENTreasurer - <1-$0--
LAUREN COHENSecretary - <1-$0--
MICHELE COHENDirector - <1-$0--
Filing and Contact Details

Filer

Filer Name
Cohen Family Foundation Inc
EIN
13-3183001
In Care Of
% AMANDA PIERCE SHADE TREE
Phone
5182909460
Address
19 RAILROAD PL SUITE 301, SARATOGA SPRINGS, NY 12866

Signing Officer

Name
Peter Cohen
Title
President
Phone
5182909460
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Shade Tree Advisors LLC
Address
19 Railroad Place Suite 301, SARATOGA SPRINGS, NY 12866
Preparer
Brad Hunt
Phone
5182909460
Raw XML Appendix320 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/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION IS NOT INVOLVED IN ANY CHARITABLE ACTIVITIES. IT'S PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER IRC SECTION 501(C)(3).
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0PETER A COHEN WILLIAM COHEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0302509
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O SHADE TREE 19 RAILROAD PL STE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SARATOGA SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd012866
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0302509
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/AppliedToCurrentYearAmt01367
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01367
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0162430
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0293259
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0256079
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0198623
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0290602
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0290602
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01218888
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0308497
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0162430
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0293259
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0256079
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0198623
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0309864
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0308497
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01509490
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01200993
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0PETER A COHEN
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Kitty Hawk Capital II LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O SHADE TREE 19 RAILROAD PL STE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt119 Railroad Place Suite 301
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SARATOGA SPRINGS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SARATOGA SPRINGS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd012866
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd112866
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0304000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt110000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER DEDUCTIONS FROM K-1S
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt022
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt163
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt022
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt163
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Portfolio Income - K-1s
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07355
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0STA FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt07355
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/BalanceDueAmt02048
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/BorrowerPersonNm0PETER COHEN
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/LenderConsiderationDesc0CASH IN THE AMOUNT OF $3,190
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/LoanOriginalAmt00
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/LoanPurposeTxt0PAYMENT OF EXPENSES FOR DISQUALIFIED PERSON
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/RepaymentTermsTxt0AS SOON AS POSSIBLE
TaxesSchedule/TaxesDetail/Amt068
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/Amt230
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt068
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Peter Cohen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05182909460
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COHEN FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O SHADE TREE PIERCE
ReturnHeader/Filer/BusinessNameControlTxt0COHE
ReturnHeader/Filer/EIN0133183001
ReturnHeader/Filer/InCareOfNm0% AMANDA PIERCE SHADE TREE
ReturnHeader/Filer/PhoneNum05182909460
ReturnHeader/Filer/USAddress/AddressLine1Txt019 RAILROAD PL SUITE 301
ReturnHeader/Filer/USAddress/CityNm0SARATOGA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012866
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHADE TREE ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019 Railroad Place Suite 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARATOGA SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012866
ReturnHeader/PreparerPersonGrp/PhoneNum05182909460
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRAD HUNT
ReturnHeader/ReturnTs02025-11-12T13:10:42-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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