Civic Intelligence

Jerome M Cohen Foundation

990PF • Fiscal year 2022 • EIN 83-4292962

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 02, 2023

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

71st percentile

0.00x

Higher debt load relative to assets than 71% of similar nonprofits.

2022 filings • NTEE T • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

72nd percentile

0.00x

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

2022 filings • NTEE T • $1M-$5M nonprofits • Source year 2022

Net Margin

15th percentile

-189%

Higher net margin than 15% of similar nonprofits.

2022 filings • NTEE T • $1M-$5M nonprofits • Source year 2022

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.

2022 filings • NTEE T • $1M-$5M nonprofits • Source year 2022

Asset Growth

39th percentile

-4.4%

Faster asset growth than 39% of similar nonprofits.

2022 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

21st percentile

-67%

Faster revenue growth than 21% of similar nonprofits.

2022 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$4,306,812

Down $200,318 (-4.4%) from 2021

Net Assets

Down

$4,306,812

Down $200,318 (-4.4%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin15th percentile

Revenue

Down

$101,295

Down $206,272 (-67%) from 2021

Expenses

Down

$292,558

Down $176,363 (-38%) from 2021

Net Income

Down

-$191,263

Down $29,909 (-19%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2022

Assets$4,306,812
Liabilities$1
Net Assets$4,306,812
Open 2022 Filing

Operations Trend

Revenue Growth21st 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

2022

Revenue$101,295
Expenses$292,558
Net Income-$191,263
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 2, 2023
Return Version
2022v5.0
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
2023-10-02
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Marks Paneth LLC
Address
685 THIRD AVENUE, NEW YORK, NY 10017
Preparer
Magdalena Czerniawski
Phone
2125038800
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38HUNTINGTON BANCSHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39INMODE LTD ILS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40INVESCO DYNAMIC LEISURE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41ISHARES BIOTECHNOLOGY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ISHARES CORE S&P SMALL-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ISHARES MSCI EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ISHARES RUSSELL 1000 GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45ISHARES S&P GSCI COMMDITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ISHARES RUSSELL TOP 200 GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47JOHNSON & JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48JPMORGAN BETABUILDERS CANADA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49JPMORGAN BETABUILDERS DEV.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50JPMORGAN BETABUILDERS JAPAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51KEURIG DR PEPPER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53L3HARRIS TECH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MARSH & MCLENNAN COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MERCK & CO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56META PLATFORMS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MONDELEZ INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60NEWMONT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61NIKEINC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PACKAGING CORP OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PERFORMANCE TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68PNC BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69PUB STORAGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70RAYTHEON TECH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71RH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72ROGERS COMMUNICATIONS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73ROPER TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75SCHLUMBERGER LTD NETHERLANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76SIX CIRCLES CREDIT OPPORTUNITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77SIX CIRCLES INTL UNCON EQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SIX CIRCLES US UNCONSTR EQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79SPDR DOW JONES INDL AVERAGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82SYNAPTICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84T-MOBILE USA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85TRUIST FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88UTILITIES SECTOR SPDR FUND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89VA ELEC & PWR CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90VANECK GOLD MINERS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91VANECK JP MORGAN EM LOCAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92VANGUARD MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93VANGUARD SHORT TERM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94VERISIGN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95VIATRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97VULCAN MATERIALS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98WALT DISNEY CO (HOLDING CO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99WARNER BROS DISCOVERY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100WASTE MGMT INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0440267
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0442420
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt057788
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DOUBLELINE STRATEGIC COMMODITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt047009
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt080070
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-10649
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt031874
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0101295
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0101295
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01958
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01958
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03916
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0240500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0240500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt080070
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt080070
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-191263
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01221410
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt031874
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt031874
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-10649
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt063862
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0301
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt06768
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06805
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt039327
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt039327
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt024
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02005
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0243259
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt048082
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0292558
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0111944
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0101295
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02759
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt048082
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt052058
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01232059
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-10649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-10649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01221410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED STOCKS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-10649
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-191263
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt09055
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04315867
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04507130
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04306812
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0221561
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0221561
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0221561
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0222449
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0888
IRS990PF/DistributableAmountGrp/TotalTaxAmt0888
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04071
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt041

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,306,812
Liabilities
$1
Net assets
$4,306,812
Revenue
$101,295
Expenses
$292,558
Net income
-$191,263
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