Civic Intelligence

The Stephen a Cozen Foundation Tr

990PF • Fiscal year 2018 • EIN 38-6869869

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

Organization Profile
200 Four Falls Corp Ctr No 400West Conshohocken, PA 19428

(610) 941-2370

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

42nd percentile

-0.0%

Higher net margin than 42% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

70th percentile

13%

Faster asset growth than 70% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

49th percentile

0.0%

Faster revenue growth than 49% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$182,310

Up $21,645 (+13%) from 2017

Net Assets

Up

$182,310

Up $21,645 (+13%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin42nd percentile

Revenue

Flat

$47,349

Flat from 2017

Expenses

Flat

$47,363

Flat from 2017

Net Income

Flat

-$14

Flat from 2017

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$300K$200K$100K$0Assets 2011: $29,170Liabilities 2011: $02011Assets 2012: $45,325Liabilities 2012: $02012Assets 2013: $60,392Liabilities 2013: $1Net Assets 2013: $60,3922013Assets 2014: $87,215Liabilities 2014: $1Net Assets 2014: $87,2152014Assets 2015: $112,860Liabilities 2015: $1Net Assets 2015: $112,8602015Assets 2016: $137,277Liabilities 2016: $0Net Assets 2016: $137,2772016Assets 2017: $160,665Liabilities 2017: $0Net Assets 2017: $160,6652017Assets 2018: $182,310Liabilities 2018: $0Net Assets 2018: $182,3102018Assets 2019: $229,925Liabilities 2019: $1Net Assets 2019: $229,9252019Assets 2020: $222,968Liabilities 2020: $1Net Assets 2020: $222,9682020Assets 2021: $238,579Liabilities 2021: $1Net Assets 2021: $238,5792021Assets 2022: $251,341Liabilities 2022: $1Net Assets 2022: $251,3412022Assets 2023: $252,881Liabilities 2023: $1Net Assets 2023: $252,8812023Assets 2024: $251,851Liabilities 2024: $0Net Assets 2024: $251,8512024

Highlighted filing

2018

Assets$182,310
Liabilities$0
Net Assets$182,310
Open 2018 Filing

Operations Trend

Revenue Growth49th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $47,348Expenses 2011: $47,363Net Income 2011: -$152011Revenue 2012: $47,348Expenses 2012: $47,363Net Income 2012: -$152012Revenue 2013: $47,348Expenses 2013: $47,363Net Income 2013: -$152013Revenue 2014: $47,448Expenses 2014: $47,363Net Income 2014: $852014Revenue 2015: $47,348Expenses 2015: $47,377Net Income 2015: -$292015Revenue 2016: $47,348Expenses 2016: $47,363Net Income 2016: -$152016Revenue 2017: $47,349Expenses 2017: $47,363Net Income 2017: -$142017Revenue 2018: $47,349Expenses 2018: $47,363Net Income 2018: -$142018Revenue 2019: $47,348Expenses 2019: $47,363Net Income 2019: -$152019Revenue 2020: $47,350Expenses 2020: $47,363Net Income 2020: -$132020Revenue 2021: $47,348Expenses 2021: $47,363Net Income 2021: -$152021Revenue 2022: $47,348Expenses 2022: $47,363Net Income 2022: -$152022Revenue 2023: $47,348Expenses 2023: $47,348Net Income 2023: $02023Revenue 2024: $47,348Expenses 2024: $47,348Net Income 2024: $02024

Highlighted filing

2018

Revenue$47,349
Expenses$47,363
Net Income-$14
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
F Warren JacobyTrustee-$0--
Stephen A CozenTrustee-$0--
Sandra E CozenTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Stephen A Cozen Foundation
EIN
38-6869869
Phone
6109412370
Address
200 Four Falls Corp Ctr No 400, West Conshohocken, PA 19428

Signing Officer

Name
Jacoby
Title
Trustee
Phone
2156656959
Signed
2019-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Cozen O'Connor
Address
200 Four Falls Corp Ctr 400, West Conshohocken, PA 19428
Preparer
M Thompson Esq
Phone
6109412370
Raw XML Appendix316 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Stephen A Cozen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Sandra E Cozen
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11230 Mt Pleasant Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21230 Mt Pleasant Road
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE FOUNDATION HAS NO REQUIRED FORM. ALL INFORMATION THAT THE REQUESTING ORGANIZATION DEEMS APPROPRIATE SHOULD BE SUBMITTED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0F Warren Jacoby
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS OTHER THAN THEY BE USED FOR QUALIFIED PURPOSES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Stephen A Cozen
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08979
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08979
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt047358
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt047358
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt041818
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt043068
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt044388
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt044388
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0217986
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt038384
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt047358
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt047358
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt041818
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt043068
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt047363
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt038384
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0262374
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0223990
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Stephen A Cozen
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01230 Mt Pleasant Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Villanova
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd019085
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt047348
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Commonwealth of PA Filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Life Insurance Premium
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt147348
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt147348
OtherIncreasesSchedule/OtherIncreasesDetail/Amt021659
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Cash Value of Policy
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Stephen A Cozen
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt01230 Mt Pleasant Road
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Villanova
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0PA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd019085
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jacoby
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02156656959
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Stephen A Cozen Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o Margaret G Thompson Esq
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0386869869
ReturnHeader/Filer/PhoneNum06109412370
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 Four Falls Corp Ctr No 400
ReturnHeader/Filer/USAddress/CityNm0West Conshohocken
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019428
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07710F182D18EA8D39352734E3215229849C0708C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07710F182D18EA8D39352734E3215229849C0708C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.216.77.250
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm007:41:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231732832
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cozen O'Connor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 Four Falls Corp Ctr 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Conshohocken
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019428
ReturnHeader/PreparerPersonGrp/PhoneNum06109412370
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M Thompson Esq
ReturnHeader/ReturnTs02019-05-14T06:41:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$182,310
Liabilities
$0
Net assets
$182,310
Revenue
$47,349
Expenses
$47,363
Net income
-$14
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.47$0.47$0.00
2023Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.47$0.47$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.47$0.47$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.47$0.47$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.47$0.47$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.47$0.47$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.47$0.47$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.47$0.47$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.47$0.47$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.47$0.47$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.47$0.47$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.47$0.47$0.00
2012Summary only. Only limited summary data is available for this year.$0.45$0.00$0.47$0.47$0.00
2011Summary only. Only limited summary data is available for this year.$0.29$0.00$0.47$0.47$0.00