Civic Intelligence

The Stephen a Cozen Foundation Tr

990PF • Fiscal year 2020 • EIN 38-6869869

Jan 01, 2020 to Dec 31, 2020 • Filed on May 10, 2021

Organization Profile
1001 Conshohocken State Rd No 2-4West Conshohocken PA, PA 19428

(610) 941-2370

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

42nd percentile

-0.0%

Higher net margin than 42% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

38th percentile

-3.0%

Faster asset growth than 38% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

65th percentile

0.0%

Faster revenue growth than 65% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$222,968

Down $6,957 (-3.0%) from 2019

Net Assets

Down

$222,968

Down $6,957 (-3.0%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin42nd percentile

Revenue

Up

$47,350

Up $2 (+0.0%) from 2019

Expenses

Flat

$47,363

Flat from 2019

Net Income

Up

-$13

Up $2 (+13%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2020

Assets$222,968
Liabilities$1
Net Assets$222,968
Open 2020 Filing

Operations Trend

Revenue Growth65th 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

2020

Revenue$47,350
Expenses$47,363
Net Income-$13
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 10, 2021
Return Version
2020v4.1
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
1001 Conshohocken State Rd No 2-4, West Conshohocken PA, PA 19428

Signing Officer

Name
F Warren Jacoby
Title
Trustee
Phone
2156656959
Signed
2021-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Cozen O'Connor
Address
1001 Conshohocken State Road 2-400, West Conshohocken, PA 19428
Preparer
M Thompson Esq
Phone
6109412370
Raw XML Appendix292 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
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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/UndistributedIncomeGrp/TotalCorpusAmt0222273
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0222276
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Stephen A Cozen
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
OtherDecreasesSchedule/OtherDecreasesDetail/Amt06944
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Cash Value of Policy
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Commonwealth of PA Filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Life Insurance Premium
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt147348
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0F Warren Jacoby
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02156656959
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
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/AddressLine1Txt01001 Conshohocken State Rd No 2-4
ReturnHeader/Filer/USAddress/CityNm0West Conshohocken PA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019428
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231732832
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cozen O'Connor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 Conshohocken State Road 2-400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Conshohocken
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019428
ReturnHeader/PreparerPersonGrp/PhoneNum06109412370
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0M Thompson Esq
ReturnHeader/ReturnTs02021-05-10T10:10:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0F
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Warren Jacoby
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$222,968
Liabilities
$1
Net assets
$222,968
Revenue
$47,350
Expenses
$47,363
Net income
-$13
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • <$500k nonprofits