Cozen Oconnor Foundation Inc
Cozen Oconnor Foundation consistently spends nearly all revenue on programs with no reported officer compensation.
EIN: 200074096 · Philadelphia, PA · NTEE: T30 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $2.7M |
| Total Expenses | $2.3M |
| Program Spending | 95% |
| Net Assets | $2.5M |
| Transparency Score | 92/100 |
Is Cozen Oconnor Foundation Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Cozen Oconnor Foundation Inc directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Cozen Oconnor Foundation Inc
Cozen Oconnor Foundation Inc (EIN: 200074096) is a nonprofit organization based in Philadelphia, PA, classified under NTEE code T30. The organization reported total revenue of $2.7M and total assets of $2.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Cozen Oconnor Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Cozen Oconnor Foundation Inc is a mid-size nonprofit that has been operating for 23 years, with 14 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 4.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $2.3M |
| Total Expenses | $2.3M |
| Surplus / Deficit | +$25K |
| Total Assets | $2.5M |
| Net Assets | $2.5M |
| Operating Margin | 1.1% |
| Months of Reserves | 13.0 months |
Financial Health Grade: A
In 2023, Cozen Oconnor Foundation Inc reported a surplus of $25K with revenue exceeding expenses, holds 13.0 months of operating reserves (strong position).
Financial Trends
Over 14 years of filings (2011–2023), Cozen Oconnor Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 4.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +53.8% | +34.9% | +1.0% |
| 2022 | +46.4% | +11.4% | -7.2% |
| 2021 | -18.6% | +553.7% | -15.7% |
| 2020 | -43.0% | -87.4% | +48.6% |
| 2019 | -4.0% | +0.7% | +20.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2003 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Cozen Oconnor Foundation Inc with a Mission Score of 92 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, Cozen Oconnor Foundation Inc allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $25K, with revenue exceeding expenses.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, indicating that executive leadership is either entirely volunteer-based or compensated through mechanisms not classified as officer compensation on the 990, which is highly favorable for direct program funding.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Cozen Oconnor Foundation Inc's IRS 990 filings:
- Significant disparity between revenue and expenses in 2020 ($1,266,696 revenue vs. $233,620 expenses), which could indicate a temporary shift in spending or a large one-time revenue event not fully disbursed.
Strengths
The following positive indicators were identified for Cozen Oconnor Foundation Inc:
- Consistent 0% officer compensation reported across all filings, maximizing funds for programs.
- No reported liabilities in any filing, indicating strong financial health and low risk.
- High program spending efficiency, with expenses closely matching revenue in most years.
- Healthy and growing asset base, providing financial stability.
- Consistent IRS 990 filing history, demonstrating strong transparency and accountability.
Frequently Asked Questions about Cozen Oconnor Foundation Inc
Is Cozen Oconnor Foundation Inc a legitimate charity?
Based on AI analysis of IRS 990 filings, Cozen Oconnor Foundation Inc (EIN: 200074096) some concerns. Mission Score: 92/100. 1 red flag identified, 5 strengths noted.
How does Cozen Oconnor Foundation Inc spend its money?
Cozen Oconnor Foundation Inc directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Cozen Oconnor Foundation Inc tax-deductible?
Cozen Oconnor Foundation Inc is registered as a tax-exempt nonprofit (EIN: 200074096). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Cozen Oconnor Foundation Inc compare to similar nonprofits?
With a transparency score of 92/100 (Excellent), Cozen Oconnor Foundation Inc is above average for NTEE category T30 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Cozen Oconnor Foundation Inc located?
Cozen Oconnor Foundation Inc is headquartered in Philadelphia, Pennsylvania and files with the IRS under EIN 200074096. It is classified under NTEE code T30.
How many years of IRS 990 filings does Cozen Oconnor Foundation Inc have?
Cozen Oconnor Foundation Inc has 14 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $2.7M in total revenue.
Is Cozen Oconnor Foundation Inc a good charity?
Based on the available IRS 990 data, Cozen Oconnor Foundation Inc appears to be a very good charity. It consistently spends nearly all its revenue on its mission, reports no officer compensation, and maintains a healthy financial position with no liabilities.
How does the foundation manage its assets?
The foundation maintains a strong asset base, with assets of $2,492,919 in 2023 and no reported liabilities across all filings, indicating sound financial management and stability.
What is the trend in the foundation's revenue and expenses?
Revenue has fluctuated, but expenses generally track closely with revenue, indicating that the foundation actively deploys its funds for its charitable purposes rather than accumulating large surpluses, except for 2020 where revenue was $1,266,696 and expenses were $233,620.
Filing History
IRS 990 filing history for Cozen Oconnor Foundation Inc showing financial trends over 14 years of public records:
Over 14 years of IRS 990 filings (2011–2023), Cozen Oconnor Foundation Inc's revenue has grown by 59.9%, moving from $1.5M to $2.3M. Total assets increased by 3614.1% over the same period, from $67K to $2.5M. Total functional expenses rose by 84.9%, from $1.2M to $2.3M. In its most recent filing year (2023), Cozen Oconnor Foundation Inc reported a surplus of $25K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $2.3M | $2.3M | $2.5M | $0 | — | — |
| 2022 | $1.5M | $1.7M | $2.5M | $0 | — | View 990 |
| 2021 | $1.0M | $1.5M | $2.7M | $0 | — | View 990 |
| 2020 | $1.3M | $234K | $3.2M | $0 | — | View 990 |
| 2019 | $2.2M | $1.9M | $2.1M | $0 | — | View 990 |
| 2018 | $2.3M | $1.8M | $1.8M | $0 | — | View 990 |
| 2018 | $1.9M | $1.9M | $1.3M | $0 | — | View 990 |
| 2017 | $2.4M | $1.7M | $1.3M | $0 | — | View 990 |
| 2016 | $1.6M | $1.5M | $541K | $0 | — | View 990 |
| 2015 | $1.6M | $1.4M | $462K | $0 | — | View 990 |
| 2014 | $1.7M | $1.5M | $247K | $0 | — | View 990 |
| 2013 | $1.6M | $1.6M | $55K | $0 | — | View 990 |
| 2012 | $1.5M | $1.5M | $18K | $0 | — | View 990 |
| 2011 | $1.5M | $1.2M | $67K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $2.3M, expenses of $2.3M, and assets of $2.5M (revenue +53.8% year-over-year).
- 2022: Revenue of $1.5M, expenses of $1.7M, and assets of $2.5M (revenue +46.4% year-over-year).
- 2021: Revenue of $1.0M, expenses of $1.5M, and assets of $2.7M (revenue -18.6% year-over-year).
- 2020: Revenue of $1.3M, expenses of $234K, and assets of $3.2M (revenue -43.0% year-over-year).
- 2019: Revenue of $2.2M, expenses of $1.9M, and assets of $2.1M (revenue -4.0% year-over-year).
- 2018: Revenue of $2.3M, expenses of $1.8M, and assets of $1.8M (revenue +19.2% year-over-year).
- 2018: Revenue of $1.9M, expenses of $1.9M, and assets of $1.3M (revenue -20.0% year-over-year).
- 2017: Revenue of $2.4M, expenses of $1.7M, and assets of $1.3M (revenue +51.7% year-over-year).
- 2016: Revenue of $1.6M, expenses of $1.5M, and assets of $541K (revenue +1.1% year-over-year).
- 2015: Revenue of $1.6M, expenses of $1.4M, and assets of $462K (revenue -7.6% year-over-year).
- 2014: Revenue of $1.7M, expenses of $1.5M, and assets of $247K (revenue +5.7% year-over-year).
- 2013: Revenue of $1.6M, expenses of $1.6M, and assets of $55K (revenue +11.0% year-over-year).
- 2012: Revenue of $1.5M, expenses of $1.5M, and assets of $18K (revenue +0.6% year-over-year).
- 2011: Revenue of $1.5M, expenses of $1.2M, and assets of $67K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Cozen Oconnor Foundation Inc:
Data Sources and Methodology
This transparency report for Cozen Oconnor Foundation Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.