Civic Intelligence

The Cozen O'Connor Foundation Inc

EIN 20-0074096 • 501(c)3 • Philadelphia, PA

Profile

ORGANIZED PRINCIPALLY TO MAKE GRANTS AND PROVIDE FINANCIAL SUPPORT TO OTHER CHARITABLE ORGANIZATIONS QUALIFYING FOR EXEMPTION UNDER 501(c)(3).

1650 Market Street 2800Philadelphia, PA 19103

n/A

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

69th percentile

16%

Higher net margin than 69% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

76th percentile

18%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

18%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,935,932

Up $443,013 (+18%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,935,932

Up $443,013 (+18%) from 2023

Revenue

Up

$2,726,724

Up $406,121 (+18%) from 2023

Expenses

Down

$2,283,711

Down $11,463 (-0.5%) from 2023

Net Income

Up

$443,013

Up $417,584 (+1642%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $67,121Liabilities 2011: $0Net Assets 2011: $67,1212011Assets 2012: $18,458Liabilities 2012: $0Net Assets 2012: $18,4582012Assets 2013: $54,728Liabilities 2013: $0Net Assets 2013: $54,7282013Assets 2014: $247,116Liabilities 2014: $0Net Assets 2014: $247,1162014Assets 2015: $461,831Liabilities 2015: $0Net Assets 2015: $461,8312015Assets 2016: $541,191Liabilities 2016: $0Net Assets 2016: $541,1912016Assets 2017: $1,253,810Liabilities 2017: $0Net Assets 2017: $1,253,8102017Assets 2018: $1,762,798Liabilities 2018: $0Net Assets 2018: $1,762,7982018Assets 2019: $2,123,713Liabilities 2019: $0Net Assets 2019: $2,123,7132019Assets 2020: $3,156,790Liabilities 2020: $0Net Assets 2020: $3,156,7902020Assets 2021: $2,660,256Liabilities 2021: $0Net Assets 2021: $2,660,2562021Assets 2022: $2,467,490Liabilities 2022: $0Net Assets 2022: $2,467,4902022Assets 2023: $2,492,919Liabilities 2023: $0Net Assets 2023: $2,492,9192023Assets 2024: $2,935,932Liabilities 2024: $0Net Assets 2024: $2,935,9322024

Highlighted filing

2024

Assets$2,935,932
Liabilities$0
Net Assets$2,935,932

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,450,984Expenses 2011: $1,241,311Net Income 2011: $209,6732011Revenue 2012: $1,460,374Expenses 2012: $1,509,037Net Income 2012: -$48,6632012Revenue 2013: $1,620,914Expenses 2013: $1,584,644Net Income 2013: $36,2702013Revenue 2014: $1,712,763Expenses 2014: $1,520,375Net Income 2014: $192,3882014Revenue 2015: $1,582,222Expenses 2015: $1,367,507Net Income 2015: $214,7152015Revenue 2016: $1,599,420Expenses 2016: $1,520,060Net Income 2016: $79,3602016Revenue 2017: $2,426,220Expenses 2017: $1,713,601Net Income 2017: $712,6192017Revenue 2018: $2,313,960Expenses 2018: $1,847,257Net Income 2018: $466,7032018Revenue 2019: $2,220,500Expenses 2019: $1,859,585Net Income 2019: $360,9152019Revenue 2020: $1,266,696Expenses 2020: $233,620Net Income 2020: $1,033,0762020Revenue 2021: $1,030,680Expenses 2021: $1,527,214Net Income 2021: -$496,5342021Revenue 2022: $1,508,970Expenses 2022: $1,701,736Net Income 2022: -$192,7662022Revenue 2023: $2,320,603Expenses 2023: $2,295,174Net Income 2023: $25,4292023Revenue 2024: $2,726,724Expenses 2024: $2,283,711Net Income 2024: $443,0132024

Highlighted filing

2024

Revenue$2,726,724
Expenses$2,283,711
Net Income$443,013

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$2.73$2.28$0.44
2023Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$2.32$2.30$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$1.51$1.70$0.19
2021Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$1.03$1.53$0.50
2020Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$1.27$0.23$1.03
2019Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$2.22$1.86$0.36
2018Summary only. Only limited summary data is available for this year.$1.76$0.00$1.76$2.31$1.85$0.47
2017Summary only. Only limited summary data is available for this year.$1.25$0.00$1.25$2.43$1.71$0.71
2016Summary only. Only limited summary data is available for this year.$0.54$0.00$0.54$1.60$1.52$0.08
2015Summary only. Only limited summary data is available for this year.$0.46$0.00$0.46$1.58$1.37$0.21
2014Summary only. Only limited summary data is available for this year.$0.25$0.00$0.25$1.71$1.52$0.19
2013Summary only. Only limited summary data is available for this year.$0.05$0.00$0.05$1.62$1.58$0.04
2012Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$1.46$1.51$0.05
2011Summary only. Only limited summary data is available for this year.$0.07$0.00$0.07$1.45$1.24$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$2,726,724
Mission and Program Overview

Mission

ORGANIZED PRINCIPALLY TO MAKE GRANTS AND PROVIDE FINANCIAL SUPPORT TO OTHER CHARITABLE ORGANIZATIONS QUALIFYING FOR EXEMPTION UNDER 501(c)(3).

For charitable, scientific and educational purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,492,919$2,935,932▲ $443,013
Total Assets$2,492,919$2,935,932▲ $443,013
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,492,919$2,920,149▲ $427,230
Net Assets With Donor Restrictions-$15,783-
Total Net Assets Fund Balance$2,492,919$2,935,932▲ $443,013
Total Liabilities and Net Assets / Fund Balance$2,492,919$2,935,932▲ $443,013
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael HellerChairman
Vincent McguinnessPresident and Vice Chairman
Ingrid WelchSecretary
David W EllmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,675,908
Program Service Revenue
$0
Investment Income
$50,816
Other Revenue
$0
All Other Contributions
$2,675,908
Change in Net Assets
$443,013

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,726,724
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,726,724
Total Revenue per Form 990
$2,726,724
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,282,525
Other Expenses$1,186
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,282,525--$2,282,525
Other Expenses-$1,186-$1,186
Total Functional Expenses$2,282,525$1,186$0$2,283,711

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,283,711
Total Expenses per Audited Statements$2,283,711
Total Expenses per Form 990$2,283,711
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Villanova University Charles Widger School of LawVillanova, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$303,000
National Museum of American Jewish HistoryPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$50,000
National September 11 Memorial & MuseumNew York, NY501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$50,000
Samuel D Cozen Memorial FundPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$40,000
Philadelphia Union FoundationChester, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$35,000
American Heart AssociationDallas, TX501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$30,000
American Jewish CommitteeNew York, NY501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$30,000
Champions of the CommunityColumbus, OH501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$30,000
Lawyers' Committee for Civil Rights Under LawWashington, DC501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$30,000
Posse FoundationNew York, NY501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$30,000
Anti-Defamation LeagueNew York, NY501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$27,000
Access Justice BrooklynBrooklyn, NY501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$25,000
Jewish National FundNew York, NY501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$25,000
Philadelphia Bar FoundationPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$25,000
Presbyterian Senior LivingDillsburg, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$25,000
The Teen ProjectSun Valley, CA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$25,000
USC Shoah FoundationLos Angeles, CA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$25,000
The First Tee of Greater PhiladelphiaPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$23,250
March of DimesArlington, VA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$22,500
American Cancer SocietyAtlanta, GA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$21,000
American Conservatory Theatre FoundationSan Francisco, CA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$20,000
CHOP FoundationPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$20,000
Kimmel Center IncPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$20,000
Trustees of the University of PennsylvaniaPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$20,000
Temple UniversityPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$18,000
Turner Construction Company FoundationCincinnati, OH501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$18,000
Junior Achievement of South FloridaCoconut Creek, FL501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$17,500
Philadelphia Theatre CompanyPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$17,500
The Riddle Healthcare FoundationMedia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$16,000
Drexel UniversityPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$15,500
Catholic CharitiesAlexandria, VA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$15,000
CureChicago, IL501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$15,000
Education Law CenterNewark, NJ501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$15,000
GNC Live Well FoundationPittsburgh, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$15,000
National Immigrant Justice CenterChicago, IL501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$15,000
Philadelphia Museum of ArtPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$15,000
Project HomeKeene, NH501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$15,000
YMCA of Metropolitan ChicagoChicago, IL501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$15,000
Police Athletic LeagueCleveland, OH501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$11,500
Economy League of Greater PhiladelphiaPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,500
Insurance Society of PhiladelphiaMt Laurel, NJ501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,500
Active MindsWashington, DC501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
American Family Insurance Steve StrickerMadison, WI501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
Babies Heart FundNew York, NY501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
BlocsChicago, IL501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
Breakthrough T1D Greater Delaware Valley ChapterKing of Prussia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
Bridges from School to WorkBethesda, MD501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
Children's Bereavement CenterMiami, FL501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
City Year PhiladelphiaBoston, MA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
Coded by KidsPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
Committee of SeventyPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
Gesu SchoolPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
Jewish Federation of Greater PhiladelphiaPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
Judith Creed Homes for Adult Independence (JCHAI)Bryn Mawr, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
Legacy Youth Tennis and EducationPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
Legal Clinic For the Disabled IncPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
Legal MomentumNew York, NY501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
Pennsylvania Academy of the Fine ArtPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
Pennsylvania SPCAPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
Pennsylvanians for Modern CourtsPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
Philadelphia College of Osteopathic Medicine (PCOM) FoundationPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
Philadelphia Film SocietyPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
Philadelphia VIPPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
Piatt Family FoundationCanonsburg, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
Public Interest Law CenterPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
Rally FoundationAtlanta, GA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
Rock School for Dance EducationPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
Sarcoma Foundation of AmericaDamascus, MD501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
Simon's HeartConshohocken, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
St Joseph's Preparatory SchoolPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
Step UpLos Angeles, CA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
The Ansley Foundation IncDallas, GA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
The Bronx Museum of the ArtsBronx, NY501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
The Cooper FoundationCamden, NJ501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
US Holocaust Memorial MuseumWashington, DC501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
Uplift Solutions IncPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
Volunteers of America-Greater New YorkNew York, NY501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
Whitemarsh FoundationLafayette Hill, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
Women's WayPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$10,000
National Kidney FoundationNew York, NY501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$9,000
Deb Tiagwad Memorial FundPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$8,500
Ascend Cares FoundationHouston, TX501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$7,500
Law Rocks IncReseda, CA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$7,500
Public CounselLos Angeles, CA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$7,500
Rosenbach Museum & LibraryPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$7,500
Support Center for Child AdvocatesPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$7,500
The Pittsburgh Trust for Cultural ResourcesPittsburgh, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$7,500
The University of St ThomasSt Paul, MN501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$7,500
Central Park Conservancy INCNew York, NY501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$7,000
Mid-Atlantic Innocence ProjectWashington, DC501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$7,000
Capital Health FoundationTrenton, NJ501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$6,000
Edlavitch Jewish Community Center of Washington DCWashington, DC501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$6,000
Gift of Life Donor ProgramPhiladelphia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$6,000
Palm Beach County Literacy Coalition IncBoynton Beach, FL501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$5,800
Community BackstopMedia, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$5,750
Marywood UniversityScranton, PA501 c3Charitable Contribution - Unrestriced to Support Non-profits Mission.$5,013
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

All of the Officers and Directors are employees of Cozen O'Connor. Officers and Directors have business relationships with each other. They do not have a relationship with the organization.

Form 990, Part VI, Section A, line 8B

Board of Directors signed Unanimous Consent in Writing 6/5/2019.

Form 990, Part VI, Section B, line 11B

The Form 990 is reviewed by Treasurer before filing.

Form 990, Part VI, Section C, line 19

The organization generally does not make their governing documents, conflict of interest policy and financial statements available to the public.

Filing and Contact Details

Filer

Filer Name
The Cozen O'Connor Foundation Inc
EIN
20-0074096
Phone
2156652000
Address
1650 Market Street 2800, Philadelphia, PA 19103

Signing Officer

Name
David W Ellman
Title
COO
Phone
2156652000
Signed
2025-11-10

Organization Details

Principal Officer
Michael Heller
Formed
2003
Legal Domicile
Pa
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0
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