Civic Intelligence

Cozad Family Foundation

EIN 83-4403008 • Auburn, MI

PO Box 96Auburn, MI 48611
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

93rd percentile

71%

Higher net margin than 93% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

84th percentile

61%

Faster revenue growth than 84% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,292,695

Up $151,062 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,292,695

Up $151,062 (+13%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin93rd percentile

Revenue

Up

$212,804

Up $60,062 (+39%) from 2023

Expenses

Up

$61,742

Up $2,207 (+3.7%) from 2023

Net Income

Up

$151,062

Up $57,855 (+62%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

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

$1.5M$1.0M$500K$0Assets 2020: $740,482Liabilities 2020: $0Net Assets 2020: $740,4822020Assets 2021: $1,008,487Liabilities 2021: $0Net Assets 2021: $1,008,4872021Assets 2022: $1,048,426Liabilities 2022: $0Net Assets 2022: $1,048,4262022Assets 2023: $1,141,633Liabilities 2023: $0Net Assets 2023: $1,141,6332023Assets 2024: $1,292,695Liabilities 2024: $0Net Assets 2024: $1,292,6952024

Highlighted filing

2024

Assets$1,292,695
Liabilities$0
Net Assets$1,292,695
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$400K$300K$200K$100K$0Revenue 2020: $220,368Expenses 2020: $6,886Net Income 2020: $213,4822020Revenue 2021: $301,861Expenses 2021: $33,856Net Income 2021: $268,0052021Revenue 2022: $81,971Expenses 2022: $42,032Net Income 2022: $39,9392022Revenue 2023: $152,742Expenses 2023: $59,535Net Income 2023: $93,2072023Revenue 2024: $212,804Expenses 2024: $61,742Net Income 2024: $151,0622024

Highlighted filing

2024

Revenue$212,804
Expenses$61,742
Net Income$151,062
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,292,695
Liabilities
$0
Net assets
$1,292,695
Revenue
$212,804
Expenses
$61,742
Net income
$151,062
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.21$0.06$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.14$0.15$0.06$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.08$0.04$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.30$0.03$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.74$0.22$0.01$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 21, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY J COZADPresident-$0--
DAVID COZADVice President-$0--
ALYSSA COZADSecretary-$0--
KYLE D COZADTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Cozad Family Foundation
EIN
83-4403008
Phone
9897513129
Address
PO BOX 96, AUBURN, MI 48611

Signing Officer

Name
Kathy J Cozad
Title
Trustee
Phone
9897513129
Signed
2025-05-21
Discuss with paid preparer
Yes

Preparer

Firm
Weinlander Fitzhugh Pc
Address
1600 CENTER AVE, BAY CITY, MI 48708-0775
Preparer
Michael L Hanisko CPA
Phone
9898935577
Raw XML AppendixShowing 400 of 475 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE FOUNDATION IS ORGANIZED TO RECEIVE AND ADMINISTER FUNDS EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES AS PERMITTED FOR ORGANIZATIONS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, PRIMARILY THE MAKING OF GRANTS (I) TO OTHER ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, OR THE CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE, WITH AN EMPHASIS PRIMARILY ON MICHIGAN BASED ORGANIZATIONS THAT SUPPORT EDUCATION, VISUAL AND PERFORMING ARTS, HEALTH AND HUMAN SERVICES, WATER CONSERVATION AND FISHERIES AND WILDLIFE HABITAT MANAGEMENT, AND (II) TO THE UNITED STATES FEDERAL GOVERNMENT OR TO STATE OR LOCAL UNITS OF GOVERNMENT FOR PUBLIC PURPOSES.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MICHIGAN TROUT UNLIMITED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4RUTH ELLIS CENTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6UNIVERSITY MUSIC SOCIETY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8LOVELLS TOWNSHIP HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9LITTLE TRAVERSE CONSERVANCY
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