Civic Intelligence

Barton J and Phyllis G Cohen Charitable Foundation

990PF • Fiscal year 2022 • EIN 43-6386362

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 19, 2023

5650 Ward ParkwayKansas City, MO 64112

(816) 536-2694

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

3rd percentile

-1066%

Higher net margin than 3% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

43rd percentile

-3.0%

Faster asset growth than 43% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Assets

Down

$298,672

Down $9,142 (-3.0%) from 2021

Net Assets

Down

$298,672

Down $9,142 (-3.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$858

Up $234,385 (+100%) from 2021

Expenses

Down

$10,000

Down $22,750 (-69%) from 2021

Net Income

Up

-$9,142

Up $257,135 (+97%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $30,509Liabilities 2011: $02011Assets 2012: $2,034Liabilities 2012: $02012Assets 2013: $2,245Liabilities 2013: $02013Assets 2014: $40,414Liabilities 2014: $0Net Assets 2014: $40,4142014Assets 2015: $563,619Liabilities 2015: $0Net Assets 2015: $563,6192015Assets 2016: $588,256Liabilities 2016: $0Net Assets 2016: $588,2562016Assets 2017: $626,828Liabilities 2017: $0Net Assets 2017: $626,8282017Assets 2018: $648,963Liabilities 2018: $0Net Assets 2018: $648,9632018Assets 2019: $665,904Liabilities 2019: $0Net Assets 2019: $665,9042019Assets 2020: $574,091Liabilities 2020: $0Net Assets 2020: $574,0912020Assets 2021: $307,814Liabilities 2021: $0Net Assets 2021: $307,8142021Assets 2022: $298,672Liabilities 2022: $0Net Assets 2022: $298,6722022Assets 2023: $293,185Liabilities 2023: $0Net Assets 2023: $293,1852023Assets 2024: $282,661Liabilities 2024: $0Net Assets 2024: $282,6612024

Highlighted filing

2022

Assets$298,672
Liabilities$0
Net Assets$298,672

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $95,012Expenses 2011: $76,663Net Income 2011: $18,3492011Revenue 2012: $15,040Expenses 2012: $43,515Net Income 2012: -$28,4752012Revenue 2013: $5,003Expenses 2013: $4,792Net Income 2013: $2112013Revenue 2014: $55,036Expenses 2014: $16,867Net Income 2014: $38,1692014Revenue 2015: $589,136Expenses 2015: $65,931Net Income 2015: $523,2052015Revenue 2016: $134,023Expenses 2016: $109,386Net Income 2016: $24,6372016Revenue 2017: $136,140Expenses 2017: $97,575Net Income 2017: $38,5652017Revenue 2018: $135,075Expenses 2018: $112,940Net Income 2018: $22,1352018Revenue 2019: $135,716Expenses 2019: $118,775Net Income 2019: $16,9412019Revenue 2020: $637Expenses 2020: $92,450Net Income 2020: -$91,8132020Revenue 2021: -$233,527Expenses 2021: $32,750Net Income 2021: -$266,2772021Revenue 2022: $858Expenses 2022: $10,000Net Income 2022: -$9,1422022Revenue 2023: $2,138Expenses 2023: $7,625Net Income 2023: -$5,4872023Revenue 2024: $1,726Expenses 2024: $12,250Net Income 2024: -$10,5242024

Highlighted filing

2022

Revenue$858
Expenses$10,000
Net Income-$9,142
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 19, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHYLLIS R COHENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Phyllis Gordon Cohen Charitable
EIN
43-6386362
Phone
8165362694
Address
5650 WARD PARKWAY, KANSAS CITY, MO 64112

Signing Officer

Name
Phyllis R Cohen
Title
Trustee
Phone
8165362694
Signed
2023-04-19
Discuss with paid preparer
Yes

Preparer

Firm
Stambaugh Ness Inc
Address
220 ST CHARLES WAY STE 150, YORK, PA 17402-4663
Preparer
Nikki L Bardin CPA
Phone
7177576999
Raw XML Appendix298 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/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05025
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05025
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt024213
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt082256
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0108374
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0100614
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt097575
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt097575
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0320332
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04875
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt024213
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt082256
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0108374
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0100614
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09900
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04875
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0417907
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0413032
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHYLLIS R COHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08165362694
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHYLLIS GORDON COHEN CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHYL
ReturnHeader/Filer/EIN0436386362
ReturnHeader/Filer/PhoneNum08165362694
ReturnHeader/Filer/USAddress/AddressLine1Txt05650 WARD PARKWAY
ReturnHeader/Filer/USAddress/CityNm0KANSAS CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064112
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232846715
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STAMBAUGH NESS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 ST CHARLES WAY STE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0174024663
ReturnHeader/PreparerPersonGrp/PhoneNum07177576999
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NIKKI L BARDIN CPA
ReturnHeader/ReturnTs02023-05-10T09:02:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PHYLLIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COHEN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.02$0.12$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$0.02$0.08$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.01$0.10$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$0.00$3.08$2.34$0.33$2.66
2020Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.01$0.92$0.92
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.66$0.00$6.66$1.36$1.19$0.17
2018Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$1.35$1.13$0.22
2017Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$1.36$0.98$0.39
2016Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$1.34$1.09$0.25
2015Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$5.89$0.66$5.23
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.55$0.17$0.38
2013Summary only. Only limited summary data is available for this year.$0.02$0.00$0.05$0.05$0.00
2012Summary only. Only limited summary data is available for this year.$0.02$0.00$0.15$0.44$0.28
2011Summary only. Only limited summary data is available for this year.$0.31$0.00$0.95$0.77$0.18