Civic Intelligence

Jerry Cohen Foundation

990PF • Fiscal year 2022 • EIN 38-3359054

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

1512 Sodon Lake DrBloomfield Hills, MI 48302

(248) 543-7700

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

9th percentile

-101%

Higher net margin than 9% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

33rd percentile

-8.1%

Faster asset growth than 33% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

19th percentile

-32%

Faster revenue growth than 19% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$405,418

Down $35,682 (-8.1%) from 2021

Net Assets

Down

$405,418

Down $35,682 (-8.1%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue

Down

$35,232

Down $16,912 (-32%) from 2021

Expenses

Down

$70,914

Down $36,438 (-34%) from 2021

Net Income

Up

-$35,682

Up $19,526 (+35%) from 2021

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $102,628Liabilities 2011: $02011Assets 2012: $69,985Liabilities 2012: $02012Assets 2013: $45,495Liabilities 2013: $02013Assets 2014: $710,346Liabilities 2014: $02014Assets 2015: $691,470Liabilities 2015: $02015Assets 2018: $623,987Liabilities 2018: $0Net Assets 2018: $623,9872018Assets 2019: $560,704Liabilities 2019: $0Net Assets 2019: $560,7042019Assets 2020: $496,308Liabilities 2020: $0Net Assets 2020: $496,3082020Assets 2021: $441,100Liabilities 2021: $1Net Assets 2021: $441,1002021Assets 2022: $405,418Liabilities 2022: $1Net Assets 2022: $405,4182022Assets 2023: $352,414Liabilities 2023: $12023Assets 2024: $354,099Liabilities 2024: $0Net Assets 2024: $354,0992024

Highlighted filing

2022

Assets$405,418
Liabilities$1
Net Assets$405,418

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $1,435Expenses 2011: $11,250Net Income 2011: -$9,8152011Revenue 2012: -$8,229Expenses 2012: $24,414Net Income 2012: -$32,6432012Revenue 2013: $1,160Expenses 2013: $25,650Net Income 2013: -$24,4902013Revenue 2014: $719,126Expenses 2014: $54,275Net Income 2014: $664,8512014Revenue 2015: $28,065Expenses 2015: $46,941Net Income 2015: -$18,8762015Revenue 2018: $7,136Expenses 2018: $16,246Net Income 2018: -$9,1102018Revenue 2019: $16,993Expenses 2019: $80,276Net Income 2019: -$63,2832019Revenue 2020: $16,604Expenses 2020: $81,000Net Income 2020: -$64,3962020Revenue 2021: $52,144Expenses 2021: $107,352Net Income 2021: -$55,2082021Revenue 2022: $35,232Expenses 2022: $70,914Net Income 2022: -$35,6822022Revenue 2023: $34,978Expenses 2023: $87,982Net Income 2023: -$53,0042023Revenue 2024: $76,961Expenses 2024: $75,276Net Income 2024: $1,6852024

Highlighted filing

2022

Revenue$35,232
Expenses$70,914
Net Income-$35,682
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHELLY DANNERDirector-$0--
DANIEL BALDINIPresident/Di-$0--
MICHAEL COHENDirector-$0--
STEVE COHENDirector-$0--
ASHLEE HAWKINSDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCALIFORNIA STATE UNIVERSITYFUND SCHOLARSHIPSDONATIONSACRAMENTO, CA, US$10,000
Paid GrantSACRAMENTO REGIONAL FAMILY JUSTICE CENTER FOUNDATIONPROGRAM ASSISTANCEDONATIONSACRAMENTO, CA, US$10,000
Paid GrantLINDSEY WILDLIFE EXPERIENCEWILDLIFE HOSPITALDONATIONWALNUT CREEK, CA, US$10,000
Paid GrantBAY AREA DISCOVERY MUSEUMENGINEERING CLASSDONATIONSAUSALITO, CA, US$10,000
Paid GrantBLOOMFIELD HILLS SCHOOLSEDUCATIONDONATIONBLOOMFIELD HILLS, MI, US$10,000
Paid GrantSYCAMORE GROVE PARKINSTRUCTIONAL PROGRAMSDONATIONLIVERMORE, CA, US$8,000
Paid GrantMEMORIAL SLOAN KETTERING CANCER CENTERCANCER RESEARCHDONATIONNEW YORK, NY, US$5,000
Paid GrantLARPD FOUNDATIONRESEARCHDONATIONLIVERMORE, CA, US$3,000
Paid GrantQUEST SCIENCE CENTERSCIENCE EXPLORATIONDONATIONLIVERMORE, CA, US$1,000
Filing and Contact Details

Filer

Filer Name
Jerry Cohen Foundation
EIN
38-3359054
Address
1512 SODON LAKE DR, BLOOMFIELD HILLS, MI 48302

Signing Officer

Name
Ashlee Hawkins
Title
Director
Phone
2488552233
Signed
2023-11-15

Preparer

Firm
KAUFMAN RICHARD CPA'S PC
Address
26311 WOODWARD AVE, HUNTINGTON WOODS, MI 48070-1331
Preparer
Jack Kaufman CPA
Phone
2485437700
Raw XML AppendixShowing 400 of 425 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/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KAUFMAN RICHARD CPA'S PC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HUNTINGTON WOODS
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt75000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt81000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FUND SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROGRAM ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2INSTRUCTIONAL PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3WILDLIFE HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4ENGINEERING CLASS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6EDUCATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8SCIENCE EXPLORATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CALIFORNIA STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SACRAMENTO REGIONAL FAMILY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SYCAMORE GROVE PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3LINDSEY WILDLIFE EXPERIENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BAY AREA DISCOVERY MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5LARPD FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6BLOOMFIELD HILLS SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7MEMORIAL SLOAN KETTERING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8QUEST SCIENCE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0JUSTICE CENTER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1CANCER CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0DONATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8DONATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31931 1ST AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4557 MCREYNOLDS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt54444 EAST AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt67273 WING LAKE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71275 NEW YORK AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO BOX 2129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 3100
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SACRAMENTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LIVERMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WALNUT CREEK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAUSALITO
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt046813
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt046813
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt041638
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt038019
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt030666
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0130510
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020187
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt041638
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt038019
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt030666
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt067000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020187
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0130510
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0110323
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03310
TaxesSchedule/TaxesDetail/Amt0589
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ASHLEE HAWKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02488552233
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15

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