Civic Intelligence

Tw Jo Cowper - Drs Aaronkoenig 12-201300

EIN 16-6104454 • 501(c)3 • New York, NY

Profile

Grants for post graduate study in medicine.

66 Hudson BoulevardNew York, NY 10001

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

85th percentile

$10,315

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 14.4% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

64th percentile

6.5%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$478,186

Up $29,296 (+6.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$478,186

Up $29,296 (+6.5%) from 2023

Revenue

Up

$71,646

Up $11,863 (+20%) from 2023

Expenses

Up

$42,460

Up $5,177 (+14%) from 2023

Net Income

Up

$29,186

Up $6,686 (+30%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $284,408Liabilities 2011: $0Net Assets 2011: $284,4082011Assets 2012: $285,768Liabilities 2012: $0Net Assets 2012: $285,7682012Assets 2013: $272,732Liabilities 2013: $0Net Assets 2013: $272,7322013Assets 2014: $264,386Liabilities 2014: $0Net Assets 2014: $264,3862014Assets 2015: $281,596Liabilities 2015: $0Net Assets 2015: $281,5962015Assets 2016: $298,899Liabilities 2016: $0Net Assets 2016: $298,8992016Assets 2017: $317,101Liabilities 2017: $0Net Assets 2017: $317,1012017Assets 2019: $340,694Liabilities 2019: $0Net Assets 2019: $340,6942019Assets 2020: $333,112Liabilities 2020: $0Net Assets 2020: $333,1122020Assets 2021: $401,651Liabilities 2021: $0Net Assets 2021: $401,6512021Assets 2022: $425,476Liabilities 2022: $0Net Assets 2022: $425,4762022Assets 2023: $448,890Liabilities 2023: $0Net Assets 2023: $448,8902023Assets 2024: $478,186Liabilities 2024: $0Net Assets 2024: $478,1862024

Highlighted filing

2024

Assets$478,186
Liabilities$0
Net Assets$478,186

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $26,460Expenses 2011: $23,350Net Income 2011: $3,1102011Revenue 2012: $23,202Expenses 2012: $21,842Net Income 2012: $1,3602012Revenue 2013: $9,868Expenses 2013: $22,904Net Income 2013: -$13,0362013Revenue 2014: $23,353Expenses 2014: $31,699Net Income 2014: -$8,3462014Revenue 2015: $49,905Expenses 2015: $32,695Net Income 2015: $17,2102015Revenue 2016: $50,490Expenses 2016: $33,187Net Income 2016: $17,3032016Revenue 2017: $30,516Expenses 2017: $12,314Net Income 2017: $18,2022017Revenue 2019: $36,781Expenses 2019: $38,091Net Income 2019: -$1,3102019Revenue 2020: $29,000Expenses 2020: $44,155Net Income 2020: -$15,1552020Revenue 2021: $108,189Expenses 2021: $47,665Net Income 2021: $60,5242021Revenue 2022: $67,273Expenses 2022: $50,529Net Income 2022: $16,7442022Revenue 2023: $59,783Expenses 2023: $37,283Net Income 2023: $22,5002023Revenue 2024: $71,646Expenses 2024: $42,460Net Income 2024: $29,1862024

Highlighted filing

2024

Revenue$71,646
Expenses$42,460
Net Income$29,186

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2025
Return Version
2024v5.1
Gross Receipts
$124,037
Mission and Program Overview

Mission

Grants for post graduate study in medicine.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$448,890$478,186▲ $29,296
Investments in Publicly Traded Securities$290,247$291,220▲ $973
Investments Other Securities$141,112$165,589▲ $24,477
Savings and Temporary Cash Investments$17,531$21,377▲ $3,846
Total Assets$448,890$478,186▲ $29,296
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$448,890$478,186▲ $29,296
Total Liabilities and Net Assets / Fund Balance$448,890$478,186▲ $29,296

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$5,511--
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$10,315$10,315
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$71,820
Other Revenue
$-174
Change in Net Assets
$29,186
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$31,996
Salaries, Compensation, and Employee Benefits$10,315
Other Expenses$149
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$31,996--$31,996
Current Officers, Directors, Trustees, and Key Employees$2,063$8,252-$10,315
Other Expenses-$100-$100
Total Functional Expenses$34,059$8,401$0$42,460
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Academic Medicine Services IncAmherst, NY501(c)(3)General$15,998
University Opthamology ServicesBuffalo, NY501(c)(3)General$15,998
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

Hsbc bank usa is the sole trustee of the t/w j.o. Cowper - drs. Aaron/koenig.

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

Hsbc bank usa is the sole trustee of the t/w j.o. Cowper - drs. Aaron/koenig, there are no committees that have authority to act on behalf of the governing body. T/w j.o. Cowper - drs. Aaron/koenig has a scholarship committee that hsbc bank usa communicates with annually to approve a budget for the annual distribution.

Form 990, Page 6, Part VI, Line 11-description of Process for Review

The trustee reviews the completed form 990 provided by their tax preparer prior to filing.

Form 990, Page 6, Part VI, Line 19

T/w j.o. Cowper - drs. Aaron/koenig makes its governing documents and tax documents available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Tw Jo Cowper - Drs Aaronkoenig 12-201300
EIN
16-6104454
Phone
2125250561
Address
66 HUDSON BOULEVARD, NEW YORK, NY 10001

Signing Officer

Name
For Hsbc Bank USA
Title
VP
Phone
2125250561
Signed
2025-04-30
Discuss with paid preparer
Yes

Organization Details

Formed
1969
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Deloitte Tax Llp
Address
330 RUSH ALLEY SUITE 800, COLUMBUS, OH 43215-3932
Preparer
Kelly Neugebauer
Phone
3124869399
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

COST BASIS ADJUSTMENT

Raw XML AppendixShowing 400 of 443 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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IRS990/GrantsToOrganizationsInd0true
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IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt017029
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUSTEES MEET REGULARLY WITH OFFICERS OF THE BENEFICIARY ORGANIZATION(S) TO DISCUSS WITH THEM THE AMOUNT OF SUPPORT TO BE RECEIVED, THE SUPPORTING ORGANIZATIONS FINANCES AND BALANCE SHEET, AND TO FIELD ANY QUESTIONS THEY MAY HAVE.
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0HSBC BANK USA HAS PROCEDURES IN PLACE TO MONITOR THE USE OF GRANT FUNDS AND ARE AVAILABLE FOR REVIEW.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HSBC BANK USA IS THE SOLE TRUSTEE OF THE T/W J.O. COWPER - DRS. AARON/KOENIG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HSBC BANK USA IS THE SOLE TRUSTEE OF THE T/W J.O. COWPER - DRS. AARON/KOENIG, THERE ARE NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. T/W J.O. COWPER - DRS. AARON/KOENIG HAS A SCHOLARSHIP COMMITTEE THAT HSBC BANK USA COMMUNICATES WITH ANNUALLY TO APPROVE A BUDGET FOR THE ANNUAL DISTRIBUTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEE REVIEWS THE COMPLETED FORM 990 PROVIDED BY THEIR TAX PREPARER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3T/W J.O. COWPER - DRS. AARON/KOENIG MAKES ITS GOVERNING DOCUMENTS AND TAX DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COST BASIS ADJUSTMENT
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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