Civic Intelligence

S Robert and Joy W Cohen Charitable Foundation Inc.

990PF • Fiscal year 2017 • EIN 52-1703600

Jan 01, 2017 to Dec 31, 2017 • Filed on May 04, 2018

Organization Profile
5610 Wisconsin Avenue No 507Chevy Chase, MD 20815

(301) 654-1215

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

8th percentile

-65%

Higher net margin than 8% 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

8th percentile

-51%

Faster asset growth than 8% of similar nonprofits.

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

Revenue Growth

21st percentile

-21%

Faster revenue growth than 21% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$5,396

Down $5,521 (-51%) from 2016

Net Assets

Down

$5,396

Down $5,521 (-51%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin8th percentile

Revenue

Down

$10,598

Down $2,899 (-21%) from 2016

Expenses

Down

$17,538

Down $865 (-4.7%) from 2016

Net Income

Down

-$6,940

Down $2,034 (-41%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$60K$40K$20K$0Assets 2011: $59,995Liabilities 2011: $12011Assets 2012: $43,412Liabilities 2012: $0Net Assets 2012: $43,4122012Assets 2013: $30,572Liabilities 2013: $0Net Assets 2013: $30,5722013Assets 2014: $15,644Liabilities 2014: $0Net Assets 2014: $15,6442014Assets 2015: $13,003Liabilities 2015: $0Net Assets 2015: $13,0032015Assets 2016: $10,917Liabilities 2016: $0Net Assets 2016: $10,9172016Assets 2017: $5,396Liabilities 2017: $0Net Assets 2017: $5,3962017Assets 2018: $4,056Liabilities 2018: $0Net Assets 2018: $4,0562018Assets 2019: $3,514Liabilities 2019: $0Net Assets 2019: $3,5142019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2017

Assets$5,396
Liabilities$0
Net Assets$5,396
Open 2017 Filing

Operations Trend

Revenue Growth21st percentile

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

$20K$10K$0-$10K-$20KRevenue 2011: -$8,345Expenses 2011: $8,750Net Income 2011: -$17,0952011Expenses 2012: $11,0502012Revenue 2013: $3,430Expenses 2013: $16,250Net Income 2013: -$12,8202013Revenue 2014: $355Expenses 2014: $15,250Net Income 2014: -$14,8952014Revenue 2015: $12,655Expenses 2015: $15,280Net Income 2015: -$2,6252015Revenue 2016: $13,497Expenses 2016: $18,403Net Income 2016: -$4,9062016Revenue 2017: $10,598Expenses 2017: $17,538Net Income 2017: -$6,9402017Revenue 2018: $87Expenses 2018: $5,668Net Income 2018: -$5,5812018Revenue 2019: $16Expenses 2019: $2,833Net Income 2019: -$2,8172019Revenue 2020: $0Expenses 2020: $900Net Income 2020: -$9002020

Highlighted filing

2017

Revenue$10,598
Expenses$17,538
Net Income-$6,940
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 4, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barry D CohenTrustee-$0--
Jeffrey N CohenTrustee-$0--
S Robert CohenDirector-$0--
Filing and Contact Details

Filer

Filer Name
S Robert and Joy W Cohen Charitable
EIN
52-1703600
Phone
3016541215
Address
5610 Wisconsin Avenue No 507, Chevy Chase, MD 20815

Signing Officer

Name
Barry Cohen
Title
Trustee
Phone
3016541215
Signed
2018-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Hertzbach & Company PA
Address
1530 Wilson Blvd 700, Arlington, VA 22209
Preparer
Patricia M Tinkelman
Phone
7033516600
Raw XML Appendix339 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/PersonNm0Barry D Cohen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jeffrey N Cohen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2S Robert Cohen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Jewish Foundation for Group Homes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Jewish Foundation for Group Homes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0Religious Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02850 Quebec Street NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11500 East Jefferson Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21500 East Jefferson Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Rockville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Rockville
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020008
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120852
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220852
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016313
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01067
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01067
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015248
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011090
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09356
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010049
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04534
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04534
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt060989
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015246
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015248
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011090
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09356
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010049
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016313
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015246
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt065523
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt050277
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03025
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Receivable from related parties
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02614
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02614
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0133
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0990 PF Tax for 2016
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01552
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0difference between cost and MV of donated stock
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Broker fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0175
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Barry Cohen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03016541215
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0S Robert and Joy W Cohen Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation c/o Elliott Consulting
ReturnHeader/Filer/BusinessNameControlTxt0SROB
ReturnHeader/Filer/EIN0521703600
ReturnHeader/Filer/PhoneNum03016541215
ReturnHeader/Filer/USAddress/AddressLine1Txt05610 Wisconsin Avenue No 507
ReturnHeader/Filer/USAddress/CityNm0Chevy Chase
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020815
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F5143BA56683678E3C10275094B1ED4A462001C9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.88.13.106
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:30:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521158459
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hertzbach & Company PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01530 Wilson Blvd 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Arlington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022209
ReturnHeader/PreparerPersonGrp/PhoneNum07033516600
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia M Tinkelman
ReturnHeader/ReturnTs02018-05-14T11:44:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,396
Liabilities
$0
Net assets
$5,396
Revenue
$10,598
Expenses
$17,538
Net income
-$6,940
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.90$0.90
2019Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.02$2.83$2.82
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.06$0.00$4.06$0.09$5.67$5.58
2017Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$10.6$17.5$6.94
2016Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$13.5$18.4$4.91
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$0.00$13.0$12.7$15.3$2.63
2014Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$0.36$15.3$14.9
2013Detailed filing. Detailed filing data is available for this year.$30.6$0.00$30.6$3.43$16.3$12.8
2012Detailed filing. Detailed filing data is available for this year.$43.4$0.00$43.4$11.1
2011Summary only. Only limited summary data is available for this year.$60.0$0.00$8.35$8.75$17.1