Civic Intelligence

Stephen J Cohen Private Asset

EIN 33-0766760 • San Diego, CA

5348 Carroll Canyon Road 200San Diego, CA 92121
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2022

Net Margin

3rd percentile

-2467%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2020

Asset Growth

29th percentile

-20%

Faster asset growth than 29% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

19th percentile

-45%

Faster revenue growth than 19% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$55,117

Down $10,056 (-15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$55,117

Down $10,056 (-15%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin3rd percentile

Revenue

Up

$11,650

Up $3,033 (+35%) from 2023

Expenses

Down

$21,706

Down $105 (-0.5%) from 2023

Net Income

Up

-$10,056

Up $3,138 (+24%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$150K$100K$50K$0Assets 2011: $72,410Liabilities 2011: $0Net Assets 2011: $72,4102011Assets 2012: $93,638Liabilities 2012: $0Net Assets 2012: $93,6382012Assets 2013: $91,189Liabilities 2013: $0Net Assets 2013: $91,1892013Assets 2014: $115,717Liabilities 2014: $0Net Assets 2014: $115,7172014Assets 2015: $128,994Liabilities 2015: $0Net Assets 2015: $128,9942015Assets 2016: $124,833Liabilities 2016: $0Net Assets 2016: $124,8332016Assets 2017: $137,964Liabilities 2017: $0Net Assets 2017: $137,9642017Assets 2018: $142,605Liabilities 2018: $0Net Assets 2018: $142,6052018Assets 2019: $126,279Liabilities 2019: $0Net Assets 2019: $126,2792019Assets 2020: $115,823Liabilities 2020: $0Net Assets 2020: $115,8232020Assets 2021: $98,177Liabilities 2021: $0Net Assets 2021: $98,1772021Assets 2022: $78,367Liabilities 2022: $0Net Assets 2022: $78,3672022Assets 2023: $65,173Liabilities 2023: $0Net Assets 2023: $65,1732023Assets 2024: $55,117Liabilities 2024: $0Net Assets 2024: $55,1172024

Highlighted filing

2024

Assets$55,117
Liabilities$0
Net Assets$55,117
Open 2024 Filing

Operations Trend

Revenue Growth19th percentile

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

$100K$50K$0-$50KExpenses 2011: $28,3342011Expenses 2012: $42,5342012Revenue 2013: $61,960Expenses 2013: $64,409Net Income 2013: -$2,4492013Revenue 2014: $90,604Expenses 2014: $66,076Net Income 2014: $24,5282014Revenue 2015: $77,789Expenses 2015: $64,512Net Income 2015: $13,2772015Revenue 2016: $46,868Expenses 2016: $51,029Net Income 2016: -$4,1612016Revenue 2017: $47,215Expenses 2017: $34,084Net Income 2017: $13,1312017Revenue 2018: $13,365Expenses 2018: $8,724Net Income 2018: $4,6412018Revenue 2019: $2,943Expenses 2019: $19,255Net Income 2019: -$16,3122019Revenue 2020: $3,589Expenses 2020: $13,962Net Income 2020: -$10,3732020Revenue 2021: $1,458Expenses 2021: $19,104Net Income 2021: -$17,6462021Revenue 2022: $803Expenses 2022: $20,613Net Income 2022: -$19,8102022Revenue 2023: $8,617Expenses 2023: $21,811Net Income 2023: -$13,1942023Revenue 2024: $11,650Expenses 2024: $21,706Net Income 2024: -$10,0562024

Highlighted filing

2024

Revenue$11,650
Expenses$21,706
Net Income-$10,056
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$55,117
Liabilities
$0
Net assets
$55,117
Revenue
$11,650
Expenses
$21,706
Net income
-$10,056
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.12$0.22$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.09$0.22$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.01$0.21$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.01$0.19$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.04$0.14$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.03$0.19$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.13$0.09$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.47$0.34$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.47$0.51$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.78$0.65$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.91$0.66$0.25
2013Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.62$0.64$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.43
2011Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 10, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Adele RabinPresident-$0--
Edward Z EstrinCFO-$0--
Suzanne CohenSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Stephen J Cohen Private Asset
EIN
33-0766760
Phone
8587504200
Address
5348 Carroll Canyon Road 200, San Diego, CA 92121

Signing Officer

Name
Suzanne Cohen
Title
Secretary
Signed
2025-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Edward Z Estrin CPA
Address
10444 Cheviot Court, San Diego, CA 92126
Preparer
Edward Z Estrin
Phone
8584425420
Raw XML Appendix261 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/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07997
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07997
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013110
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011654
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08767
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06471
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010728
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010728
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt052005
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012003
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013110
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011654
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08767
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06471
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012003
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt062733
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt050730
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02964
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0831
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1850
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Tax Prep
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0831
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1850
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0Dept of Justice
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt025
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Suzanne Cohen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Stephen J Cohen Private Asset
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Management Foundation
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0330766760
ReturnHeader/Filer/PhoneNum08587504200
ReturnHeader/Filer/USAddress/AddressLine1Txt05348 Carroll Canyon Road 200
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092121
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Edward Z Estrin CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010444 Cheviot Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092126
ReturnHeader/PreparerPersonGrp/PhoneNum08584425420
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Edward Z Estrin
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-04-09T16:05:29-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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