Civic Intelligence

Jerome M Cohen Foundation

EIN 83-4292962 • New York, NY

Pub. 78 EligibleNTEE T90
115 Central Park West 15CNew York, NY 10023
Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

NTEE T • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.00x

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

NTEE T • $1M-$5M nonprofits • Source year 2024

Net Margin

14th percentile

-83%

Higher net margin than 14% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

NTEE T • $1M-$5M nonprofits • Source year 2024

Asset Growth

22nd percentile

-4.1%

Faster asset growth than 22% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

93%

Faster revenue growth than 71% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$3,930,933

Down $168,464 (-4.1%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$3,930,933

Down $168,464 (-4.1%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin14th percentile

Revenue

Up

$199,193

Up $96,032 (+93%) from 2023

Expenses

Up

$364,951

Up $67,973 (+23%) from 2023

Net Income

Up

-$165,758

Up $28,059 (+14%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2019: $4,953,700Liabilities 2019: $02019Assets 2020: $4,677,356Liabilities 2020: $1Net Assets 2020: $4,677,3562020Assets 2021: $4,507,130Liabilities 2021: $1Net Assets 2021: $4,507,1302021Assets 2022: $4,306,812Liabilities 2022: $1Net Assets 2022: $4,306,8122022Assets 2023: $4,099,397Liabilities 2023: $1Net Assets 2023: $4,099,3972023Assets 2024: $3,930,933Liabilities 2024: $0Net Assets 2024: $3,930,9332024

Highlighted filing

2024

Assets$3,930,933
Liabilities$0
Net Assets$3,930,933
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2019: $5,040,952Expenses 2019: $87,252Net Income 2019: $4,953,7002019Revenue 2020: $115,695Expenses 2020: $392,039Net Income 2020: -$276,3442020Revenue 2021: $307,567Expenses 2021: $468,921Net Income 2021: -$161,3542021Revenue 2022: $101,295Expenses 2022: $292,558Net Income 2022: -$191,2632022Revenue 2023: $103,161Expenses 2023: $296,978Net Income 2023: -$193,8172023Revenue 2024: $199,193Expenses 2024: $364,951Net Income 2024: -$165,7582024

Highlighted filing

2024

Revenue$199,193
Expenses$364,951
Net Income-$165,758
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,930,933
Liabilities
$0
Net assets
$3,930,933
Revenue
$199,193
Expenses
$364,951
Net income
-$165,758
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.20$0.36$0.17
2023Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.10$0.30$0.19
2022Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.10$0.29$0.19
2021Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.31$0.47$0.16
2020Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.12$0.39$0.28
2019Summary only. Only limited summary data is available for this year.$4.95$0.00$5.04$0.09$4.95
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 30, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBIN COHEN REINACHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jerome M Cohen Foundation
EIN
83-4292962
Phone
2128747236
Address
115 CENTRAL PARK WEST 15C, NEW YORK, NY 10023

Signing Officer

Name
Robin Cohen Reinach
Title
Grantor
Phone
2128747236
Signed
2025-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
685 THIRD AVENUE, NEW YORK, NY 10017
Preparer
Magdalena Czerniawski
Phone
2125038800
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49VULCAN MATERIALS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51WALT DISNEY CO (HOLDING CO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52WASTE MGMT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ABRDN ASIA-PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54ACCENTURE PLC IRELAND CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55ADVANCED DRAIN SYS INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58AMERICAN TOWER CORP REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62FIRST TR NORTH AMERICAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64INVESCO DYNAMIC LEISURE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65ISHARES BIOTECHNOLOGY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66ISHARES CORE S&P SMALL-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67ISHARES MSCI EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68ISHARES RUSSELL 1000 GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69ISHARES RUSSELL TOP 200 GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70JOHNSON & JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71JPMORGAN CHASE BK UT US
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73MERCK & CO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74META PLATFORMS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76NEWMONT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77RH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79SCHLUMBERGER LTD NETHERLANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80SPDR DOW JONES INDL AVERAGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82UTILITIES SECTOR SPDR FUND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83VANECK GOLD MINERS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84VANECK JP MORGAN EM LOCAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85VANGUARD COMMODITY STRATEGY ADMIRAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86VANGUARD MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87VANGUARD SHORT TERM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88VANGUARD TOTAL STOCK MKT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90VISA INC CL A
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0621155
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0629511
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt013131
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt113080
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27706
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt39202
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt46793
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt511685
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt614857
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt742019
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt825429
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt930549
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1074963
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1128203
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1219791
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1336853
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1415831
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1581128
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1612034
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BRISTOL-MYERS SQUIBB CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BROADCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CITI GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3MCDONALD'S CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4NUTRRIEN LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ONCOR ELEC DELIVERY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6WELLS FARGO & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ABBVIE INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ARM HOLDINGS PLC SPON ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10FEDERAL FARM CREDIT BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11NETFLIX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12NVDIA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13RTX CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14SPDR GOLD SHARES ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15STRATEGIC FUND CLASS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16UBS GOVERNMENT MONEY MARKET INVESTMENTS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt013063
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt113084
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27761
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt39094
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt46903
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt511279
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt614833
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt771969
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8125210
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt929730
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1074906
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1165066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12145033
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1362026
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1415738
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1570225
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1612034
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt089604
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt063176
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt046413
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0199193
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0199193
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03163
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03162
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06325
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt063176
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0314793
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0314793
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt089604
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt089604
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-165758
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02023760
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt046413
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt046413
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt063176
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0152198
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt043813
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt043813
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0317956
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt046995
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0364951
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0199193
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0199193
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03163
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt046995
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt050158

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