Civic Intelligence

Lira & Jon Cohen Foundation

990PF • Fiscal year 2023 • EIN 20-2191373

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

50 Sutton Place South Suite 18ENew York, NY 10022

(212) 490-3113

Siviq Scores

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

Liabilities / Assets

75th percentile

0.00x

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

2023 filings • NTEE T22 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

75th percentile

0.00x

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

2023 filings • NTEE T22 • <$500k nonprofits • Source year 2023

Net Margin

85th percentile

83%

Higher net margin than 85% of similar nonprofits.

2023 filings • NTEE T22 • <$500k nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2023 filings • NTEE T22 • <$500k nonprofits • Source year 2023

Asset Growth

94th percentile

132%

Faster asset growth than 94% of similar nonprofits.

2023 filings • NTEE T22 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

14083%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • NTEE T22 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$442,963

Up $251,965 (+132%) from 2022

Net Assets

Up

$442,963

Up $251,965 (+132%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$301,965

Up $299,836 (+14083%) from 2022

Expenses

Up

$50,000

Up $5,000 (+11%) from 2022

Net Income

Up

$251,965

Up $294,836 (+688%) from 2022

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $130,895Liabilities 2010: $02010Assets 2011: $143,387Liabilities 2011: $02011Assets 2012: $131,003Liabilities 2012: $02012Assets 2013: $121,505Liabilities 2013: $02013Assets 2014: $101,506Liabilities 2014: $02014Assets 2015: $91,508Liabilities 2015: $02015Assets 2016: $81,589Liabilities 2016: $0Net Assets 2016: $81,5892016Assets 2017: $71,796Liabilities 2017: $0Net Assets 2017: $71,7962017Assets 2018: $46,823Liabilities 2018: $0Net Assets 2018: $46,8232018Assets 2019: $32,549Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $236,291Liabilities 2020: $0Net Assets 2020: $236,2912020Assets 2021: $233,869Liabilities 2021: $0Net Assets 2021: $233,8692021Assets 2022: $190,998Liabilities 2022: $0Net Assets 2022: $190,9982022Assets 2023: $442,963Liabilities 2023: $0Net Assets 2023: $442,9632023Assets 2024: $391,404Liabilities 2024: $0Net Assets 2024: $391,4042024

Highlighted filing

2023

Assets$442,963
Liabilities$0
Net Assets$442,963

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $3,154Expenses 2010: $29,100Net Income 2010: -$25,9462010Revenue 2011: $32,492Expenses 2011: $20,000Net Income 2011: $12,4922011Revenue 2012: $13,116Expenses 2012: $25,500Net Income 2012: -$12,3842012Revenue 2013: $2Expenses 2013: $9,500Net Income 2013: -$9,4982013Revenue 2014: $1Expenses 2014: $20,000Net Income 2014: -$19,9992014Revenue 2015: $2Expenses 2015: $10,000Net Income 2015: -$9,9982015Revenue 2016: $81Expenses 2016: $10,000Net Income 2016: -$9,9192016Revenue 2017: $259Expenses 2017: $10,052Net Income 2017: -$9,7932017Revenue 2018: $80Expenses 2018: $25,053Net Income 2018: -$24,9732018Revenue 2019: $10,726Expenses 2019: $25,000Net Income 2019: -$14,2742019Revenue 2020: $284,774Expenses 2020: $81,032Net Income 2020: $203,7422020Revenue 2021: $357Expenses 2021: $2,779Net Income 2021: -$2,4222021Revenue 2022: $2,129Expenses 2022: $45,000Net Income 2022: -$42,8712022Revenue 2023: $301,965Expenses 2023: $50,000Net Income 2023: $251,9652023Revenue 2024: $25,710Expenses 2024: $77,269Net Income 2024: -$51,5592024

Highlighted filing

2023

Revenue$301,965
Expenses$50,000
Net Income$251,965
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JON COHENPresident-$0--
LIRA COHENTreasurer-$0--
JOSEPH COHENSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Lira & Jon Cohen Foundation
EIN
20-2191373
In Care Of
% LIRA & JON COHEN
Phone
2124903113
Address
50 SUTTON PLACE SOUTH SUITE 18E, NEW YORK, NY 10022

Signing Officer

Name
Lira Lee Cohen
Title
Officer
Phone
2124903113
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Fulvio & Associates Llp
Address
5 W 37TH STREET 4TH FL, NEW YORK, NY 10018
Preparer
Gennaro J Fulvio CPA
Phone
2124903113
Raw XML Appendix284 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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DistributionFromCorpusElection/ElectionDesc0ELECTION UNDER REGULATION SEC.53.4942(A)-3(D)(2) TO TREAT THE QUALIFYING DISTRIBUTIONS MADE DURING THE YEAR OF $50,000 AS HAVING BEEN MADE OUT OF CORPUS.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt010299
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt115076
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt215967
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt311475
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4303174
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt010085
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt131836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4355760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01100 SHS QUOTIENT LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1250 SHS ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24200 SHS CHICOS FAS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3700 SHS GROUPON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4400 SHS PUBMATIC IN CA A COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58580 SHS RADNET INC
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOSEPH COHEN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2410 E 57TH STREET
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0192809
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0152745
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt050000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0LIRA COHEN
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1JON COHEN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt050 SUTTON PLACE SOUTH 33H
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt150 SUTTON PLACE SOUTH 33H
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010022
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd110022
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0154011
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1149163
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0154011
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1149163
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc04920 SHS RADNET INC
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc14290 SHS RADNET INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-12-18
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12023-12-18
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1EXERCISE TAX 2020
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LIRA LEE COHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02124903113
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIRA & JON COHEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LIRA
ReturnHeader/Filer/EIN0202191373
ReturnHeader/Filer/InCareOfNm0% LIRA & JON COHEN
ReturnHeader/Filer/PhoneNum02124903113
ReturnHeader/Filer/USAddress/AddressLine1Txt050 SUTTON PLACE SOUTH SUITE 18E
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010022
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FULVIO & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 W 37TH STREET 4TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02124903113
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gennaro J Fulvio CPA
ReturnHeader/ReturnTs02024-08-12T11:16:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.26$0.77$0.52
2023Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$3.02$0.50$2.52
2022Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.02$0.45$0.43
2021Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.00$0.03$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$2.85$0.81$2.04
2019Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.00$0.11$0.25$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.00$0.25$0.25
2017Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.00$0.10$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.00$0.10$0.10
2015Summary only. Only limited summary data is available for this year.$0.92$0.00$0.00$0.10$0.10
2014Summary only. Only limited summary data is available for this year.$1.02$0.00$0.00$0.20$0.20
2013Summary only. Only limited summary data is available for this year.$1.22$0.00$0.00$0.10$0.09
2012Summary only. Only limited summary data is available for this year.$1.31$0.00$0.13$0.26$0.12
2011Summary only. Only limited summary data is available for this year.$1.43$0.00$0.32$0.20$0.12
2010Summary only. Only limited summary data is available for this year.$1.31$0.00$0.03$0.29$0.26