Civic Intelligence

Barton P Cohen & Mary Davidson Cohen Charitable Fund Part One

EIN 26-6205947 • Overland Park, KS

5901 College Blvd Suite 100Overland Park, KS 66211
Siviq Scores

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

Liabilities / Assets

38th percentile

0.01x

Higher debt load relative to assets than 38% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

63rd percentile

0.20x

Higher debt load relative to revenue than 63% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Net Margin

75th percentile

26%

Higher net margin than 75% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

50th percentile

$97,396

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 15.5% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

46th percentile

2.5%

Faster asset growth than 46% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

67%

Faster revenue growth than 83% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$8,840,729

Down $63,845 (-0.7%) from 2022

Liabilities

Up

$122,736

Up $9,000 (+7.9%) from 2022

Net Assets

Down

$8,717,993

Down $72,845 (-0.8%) from 2022

Operations
Liabilities / Revenue63rd percentileNet Margin75th percentile

Revenue

Down

$627,704

Down $408,615 (-39%) from 2022

Expenses

Down

$461,399

Down $411,726 (-47%) from 2022

Net Income

Up

$166,305

Up $3,111 (+1.9%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$10M$5.0M$0Assets 2020: $8,842,496Liabilities 2020: $134,366Net Assets 2020: $8,708,1302020Assets 2021: $8,981,496Liabilities 2021: $130,894Net Assets 2021: $8,850,6022021Assets 2022: $8,904,574Liabilities 2022: $113,736Net Assets 2022: $8,790,8382022Assets 2024: $8,840,729Liabilities 2024: $122,736Net Assets 2024: $8,717,9932024

Highlighted filing

2024

Assets$8,840,729
Liabilities$122,736
Net Assets$8,717,993
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2020: $460,066Expenses 2020: $730,595Net Income 2020: -$270,5292020Revenue 2021: $911,035Expenses 2021: $768,056Net Income 2021: $142,9792021Revenue 2022: $1,036,319Expenses 2022: $873,125Net Income 2022: $163,1942022Revenue 2024: $627,704Expenses 2024: $461,399Net Income 2024: $166,3052024

Highlighted filing

2024

Revenue$627,704
Expenses$461,399
Net Income$166,305
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$8,840,729
Liabilities
$122,736
Net assets
$8,717,993
Revenue
$627,704
Expenses
$461,399
Net income
$166,305
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.84$0.12$8.72$0.63$0.46$0.17
2022Detailed filing. Detailed filing data is available for this year.$8.90$0.11$8.79$1.04$0.87$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.98$0.13$8.85$0.91$0.77$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.84$0.13$8.71$0.46$0.73$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIDWEST TRUST COMPANYCo-TrusteePT$97,396-$97,396
Filing and Contact Details

Filer

Filer Name
Barton P Cohen & Mary Davidson Cohen
EIN
26-6205947
Phone
9133190300
Address
5901 COLLEGE BLVD SUITE 100, OVERLAND PARK, KS 66211

Signing Officer

Name
Jordan Koenig
Title
Co-trustee
Phone
9133190300
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Rubinbrown Llp
Address
1200 MAIN STREET SUITE 1000, KANSAS CITY, MO 64105
Preparer
Kevin D Murphy
Phone
8164721122
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