Civic Intelligence

Samuel D Cozen Memorial Fund

990PF • Fiscal year 2017 • EIN 23-2267009

Oct 01, 2016 to Sep 30, 2017 • Filed on Aug 15, 2018

Organization Profile
1650 Market StPhiladelphia, PA 19103

(610) 941-5400

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

38th percentile

-1.4%

Higher net margin than 38% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

43rd percentile

-0.8%

Faster asset growth than 43% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

84th percentile

44%

Faster revenue growth than 84% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$286,237

Down $2,294 (-0.8%) from 2016

Net Assets

Down

$286,237

Down $2,294 (-0.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin38th percentile

Revenue

Up

$166,538

Up $51,105 (+44%) from 2016

Expenses

Up

$168,871

Up $52,218 (+45%) from 2016

Net Income

Down

-$2,333

Down $1,113 (-91%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$400K$300K$200K$100K$0Assets 2011: $339,563Liabilities 2011: $02011Assets 2012: $334,849Liabilities 2012: $02012Assets 2013: $291,383Liabilities 2013: $02013Assets 2014: $273,693Liabilities 2014: $0Net Assets 2014: $273,6932014Assets 2015: $290,406Liabilities 2015: $0Net Assets 2015: $290,4062015Assets 2016: $288,531Liabilities 2016: $0Net Assets 2016: $288,5312016Assets 2017: $286,237Liabilities 2017: $0Net Assets 2017: $286,2372017Assets 2018: $303,604Liabilities 2018: $0Net Assets 2018: $303,6032018Assets 2019: $352,720Liabilities 2019: $0Net Assets 2019: $352,7202019Assets 2020: $306,918Liabilities 2020: $0Net Assets 2020: $306,9182020Assets 2021: $301,234Liabilities 2021: $0Net Assets 2021: $301,2342021Assets 2022: $312,504Liabilities 2022: $0Net Assets 2022: $312,5042022Assets 2023: $341,529Liabilities 2023: $0Net Assets 2023: $341,5292023Assets 2024: $350,572Liabilities 2024: $0Net Assets 2024: $350,5722024

Highlighted filing

2017

Assets$286,237
Liabilities$0
Net Assets$286,237
Open 2017 Filing

Operations Trend

Revenue Growth84th percentile

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

$200K$100K$0-$100KRevenue 2011: $106,422Expenses 2011: $121,504Net Income 2011: -$15,0822011Revenue 2012: $120,209Expenses 2012: $124,923Net Income 2012: -$4,7142012Revenue 2013: $114,098Expenses 2013: $157,564Net Income 2013: -$43,4662013Revenue 2014: $133,155Expenses 2014: $150,845Net Income 2014: -$17,6902014Revenue 2015: $161,231Expenses 2015: $144,518Net Income 2015: $16,7132015Revenue 2016: $115,433Expenses 2016: $116,653Net Income 2016: -$1,2202016Revenue 2017: $166,538Expenses 2017: $168,871Net Income 2017: -$2,3332017Revenue 2018: $126,188Expenses 2018: $108,859Net Income 2018: $17,3292018Revenue 2019: $156,715Expenses 2019: $107,613Net Income 2019: $49,1022019Revenue 2020: $147,609Expenses 2020: $193,411Net Income 2020: -$45,8022020Revenue 2021: $119,276Expenses 2021: $124,960Net Income 2021: -$5,6842021Revenue 2022: $159,731Expenses 2022: $148,478Net Income 2022: $11,2532022Revenue 2023: $169,422Expenses 2023: $140,397Net Income 2023: $29,0252023Revenue 2024: $194,794Expenses 2024: $185,751Net Income 2024: $9,0432024

Highlighted filing

2017

Revenue$166,538
Expenses$168,871
Net Income-$2,333
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Aug 15, 2018
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHAN A COZENTrustee-$0--
BURTON K STEINTrustee-$0--
ELLEN SCARCELLETrustee-$0--
HAROD D SUKONIKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Samuel D Cozen Memorial Fund
EIN
23-2267009
In Care Of
% PATRICIA DOLAN
Phone
6109415400
Address
1650 Market St, Philadelphia, PA 19103

Signing Officer

Name
Patricia Dolan
Title
Book Keeper
Phone
6109415400
Signed
2018-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton Llp
Address
2001 MARKET STREET SUITE 700, PHILADELPHIA, PA 19103
Preparer
Michael S Jackson
Phone
2155614200
Raw XML AppendixShowing 400 of 628 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0National Brain Tumor Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1The Friendship Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Jewish Heritage Programs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Children's Crisis Treatment Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Jewish Relief Agency
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Harlem Children's Zone
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Bethesda Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7JCHAI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Benchmark School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9PEF Israel Endowment Funds Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10Perelman Jewish Day School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11Sonny Hill Basketball League
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12Jr Achievement of SEPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13Kleinlife
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14Phila Ronald McDonald House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15Students Run Philly Style
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16Ed Snider Youth Hockey Fdn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17Wissahickon Charter School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18Steppingstone Scholars
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19Agahozo-Shalom Youth Village
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20OROT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21Philadelphia Youth Basketball
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22Maccabi USA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23Say Yes to Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24Philadelphia Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25USC Shoah Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26Michael's Giving Hand
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27SAV A MIND Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28Moyer Foundation
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt28PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt13NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt25none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt26none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt27none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt28none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt055 Chapel St Suite 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1754 South 9th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24032 Spruce Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31080 N Delaware Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4200 Monument Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt535 East 12th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61630 South street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7274 South Bryn Mawr Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt82107 North Providence Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9630 Third Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1049 Haverford Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11429 South 50th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt121727-29 Mt Vernon Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1310100 Jamison Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt143925 Chestnut Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt151760 Market Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16Wells Fargo Ctr 3601 S Broad St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt174700 Wissahickon Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt181301 Cecil B Moore Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19850 Seventh Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt207601 Old York Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt211735 Market Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt221511 Walnut Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23320 Park Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt241234 Market Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25630 W 35th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt261504 South Broad Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt27One Bala Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt281617 John F Kennedy Blvd Suite 935
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Newton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Philadelphia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Philadelphia

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$286,237
Liabilities
$0
Net assets
$286,237
Revenue
$166,538
Expenses
$168,871
Net income
-$2,333
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$1.95$1.86$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$1.69$1.40$0.29
2022Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$1.60$1.48$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$1.19$1.25$0.06
2020Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$1.48$1.93$0.46
2019Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$1.57$1.08$0.49
2018Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$1.26$1.09$0.17
2017Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$1.67$1.69$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$1.15$1.17$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$1.61$1.45$0.17
2014Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$1.33$1.51$0.18
2013Summary only. Only limited summary data is available for this year.$2.91$0.00$1.14$1.58$0.43
2012Summary only. Only limited summary data is available for this year.$3.35$0.00$1.20$1.25$0.05
2011Summary only. Only limited summary data is available for this year.$3.40$0.00$1.06$1.22$0.15