Civic Intelligence

Jerome M Cohen Foundation

990PF • Fiscal year 2021 • EIN 83-4292962

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 10, 2022

Organization Profile
115 Central Park West 15CNew York, NY 10023

(212) 874-7236

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

Higher debt load relative to assets than 72% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

72nd percentile

0.00x

Higher debt load relative to revenue than 72% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Net Margin

18th percentile

-52%

Higher net margin than 18% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

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.

2021 filings • NTEE T • $1M-$5M nonprofits • Source year 2021

Asset Growth

20th percentile

-3.6%

Faster asset growth than 20% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

75th percentile

166%

Faster revenue growth than 75% of similar nonprofits.

2021 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$4,507,130

Down $170,226 (-3.6%) from 2020

Net Assets

Down

$4,507,130

Down $170,226 (-3.6%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin18th percentile

Revenue

Up

$307,567

Up $191,872 (+166%) from 2020

Expenses

Up

$468,921

Up $76,882 (+20%) from 2020

Net Income

Up

-$161,354

Up $114,990 (+42%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$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

2021

Assets$4,507,130
Liabilities$1
Net Assets$4,507,130
Open 2021 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$307,567
Expenses$468,921
Net Income-$161,354
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 10, 2022
Return Version
2021v4.2
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
2022-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Marks Paneth LLC
Address
685 THIRD AVENUE, NEW YORK, NY 10017
Preparer
Magdalena M Czerniawski
Phone
2125038800
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CSXCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28DIGITAL RLTY TR LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29EASTMAN CHEMICAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ENERGY INFRASTRUCTURE FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ENTERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ENTERTAINMENT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34EUROPEAN LARGE CAP EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36FIDELITY 500 INDEX-INST PRM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37FIDELITY INTL INDX-INST PRM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38FIRST TRUST LOW DURATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39FIRST TRUST SENIOR LN ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40FISERVINC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42HCA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43HUNTINGTON BANCSHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ISHARES BIOTECHNOLOGY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45ISHARES CORE S&P SMALL-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ISHARES MSCI EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47ISHARES RUSSELL 1000 GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ISHARES S&P GSCI COMMDITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49JAPANESE LARGE CAP EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50JOHNSON & JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51JPMORGAN BETABUILDERS CANADA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52KEURIG DR PEPPER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54L3HARRIS TECH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MARSH & MCLENNAN COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MERCK & CO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58META PLATFORMS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MONDELEZ INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MORGAN STANLEY BK UT US
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63NEWMONT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64NIKEINC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PERFORMANCE TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69PNC BKNA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70PROGRESS ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71PUB STORAGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72RAYTHEON TECH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74ROGERS COMMUNICATIONS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75ROPER TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77SCHLUMBERGER LTD NETHERLANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SIX CIRCLES CREDIT OPPORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79SIX CIRCLES INTL UNCON EQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80SIX CIRCLES ULTR SHRT DUR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81SIX CIRCLES US UNCONSTR EQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82SPDR DOW JONES INDL AVERAGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83SPIRIT AEROSYSTEMS HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86SYMBOL: FAX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87TESLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89T-MOBILE USA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90TRUIST FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92UNITEDHEAL TH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93US GLOBAL JETS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94UTILITIES SECTOR SPDR FUND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95VANECK GOLD MINERS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96VANECK JP MORGAN EM LOCAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97VANGUARD MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98VANGUARD SHORT TERM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99VIATRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101VULCAN MATERIALS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102WALT DISNEY CO (HOLDING CO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103WASTE MGMT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt057199
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0UBS MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt075271
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0102083
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0171816
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt033668
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0307567
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0307567
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0171816
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0419376
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0419376
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0102083
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0102083
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-161354
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01675527
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0246
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt033668
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt033668
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0246
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0171816
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0258722
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt06510
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06510
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt042067
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt042067
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt022
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0722
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0419376
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt048845
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0468921
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0307567
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0307567
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt048845
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt049545
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01503711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0170601
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0170601
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01674312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED STOCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0171816
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-161354
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt08872
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04516002
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04677356
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04507130
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,507,130
Liabilities
$1
Net assets
$4,507,130
Revenue
$307,567
Expenses
$468,921
Net income
-$161,354
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