Civic Intelligence

Barton P Cohen & Mary Davidson Cohen

EIN 26-6205956 • 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

65th percentile

15%

Higher net margin than 65% of similar nonprofits.

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

Top Officer Pay

51st percentile

$101,708

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 16.2% of source-year revenue.

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

Asset Growth

43rd percentile

1.6%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

80th percentile

53%

Faster revenue growth than 80% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$9,327,961

Up $144,475 (+1.6%) from 2023

Liabilities

Up

$122,740

Up $35,186 (+40%) from 2023

Net Assets

Up

$9,205,221

Up $109,289 (+1.2%) from 2023

Operations
Liabilities / Revenue63rd percentileNet Margin65th percentile

Revenue

Up

$626,097

Up $215,699 (+53%) from 2023

Expenses

Up

$530,095

Up $17,218 (+3.4%) from 2023

Net Income

Up

$96,002

Up $198,481 (+194%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$10M$5.0M$0Assets 2019: $9,447,739Liabilities 2019: $146,243Net Assets 2019: $9,301,4962019Assets 2020: $9,106,456Liabilities 2020: $134,367Net Assets 2020: $8,972,0892020Assets 2021: $9,289,733Liabilities 2021: $130,896Net Assets 2021: $9,158,8372021Assets 2022: $9,310,112Liabilities 2022: $113,738Net Assets 2022: $9,196,3742022Assets 2023: $9,183,486Liabilities 2023: $87,554Net Assets 2023: $9,095,9322023Assets 2024: $9,327,961Liabilities 2024: $122,740Net Assets 2024: $9,205,2212024

Highlighted filing

2024

Assets$9,327,961
Liabilities$122,740
Net Assets$9,205,221
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2019: $448,053Expenses 2019: $730,094Net Income 2019: -$282,0412019Revenue 2020: $408,401Expenses 2020: $740,707Net Income 2020: -$332,3062020Revenue 2021: $1,002,092Expenses 2021: $829,800Net Income 2021: $172,2922021Revenue 2022: $1,040,829Expenses 2022: $782,372Net Income 2022: $258,4572022Revenue 2023: $410,398Expenses 2023: $512,877Net Income 2023: -$102,4792023Revenue 2024: $626,097Expenses 2024: $530,095Net Income 2024: $96,0022024

Highlighted filing

2024

Revenue$626,097
Expenses$530,095
Net Income$96,002
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$9,327,961
Liabilities
$122,740
Net assets
$9,205,221
Revenue
$626,097
Expenses
$530,095
Net income
$96,002
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.33$0.12$9.21$0.63$0.53$0.10
2023Detailed filing. Detailed filing data is available for this year.$9.18$0.09$9.10$0.41$0.51$0.10
2022Detailed filing. Detailed filing data is available for this year.$9.31$0.11$9.20$1.04$0.78$0.26
2021Detailed filing. Detailed filing data is available for this year.$9.29$0.13$9.16$1.00$0.83$0.17
2020Detailed filing. Detailed filing data is available for this year.$9.11$0.13$8.97$0.41$0.74$0.33
2019Detailed filing. Detailed filing data is available for this year.$9.45$0.15$9.30$0.45$0.73$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIDWEST TRUST COCo-TrusteePT$101,708-$101,708
Filing and Contact Details

Filer

Filer Name
Barton P Cohen & Mary Davidson Cohen
EIN
26-6205956
Phone
9133190300
Address
5901 COLLEGE BLVD SUITE 100, OVERLAND PARK, KS 66211

Signing Officer

Name
Jordan Koenig
Title
Co-trustee
Phone
9133190300
Signed
2025-11-13
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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