Civic Intelligence

Ira C Kaplan and Anita M Migday Foundation Inc.

EIN 04-3257030 • Bedford, MA

Pub. 78 Eligible
3 Oakridge LaneBedford, MA 01730
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

5th percentile

-98%

Higher net margin than 5% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

26th percentile

-3.4%

Faster asset growth than 26% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

55%

Faster revenue growth than 80% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$1,785,274

Down $62,140 (-3.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,785,274

Down $62,140 (-3.4%) from 2023

Revenue

Up

$76,540

Up $27,207 (+55%) from 2023

Expenses

Up

$151,235

Up $82,880 (+121%) from 2023

Net Income

Down

-$74,695

Down $55,673 (-293%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $537,535Liabilities 2010: $0Net Assets 2010: $537,5352010Assets 2011: $562,897Liabilities 2011: $0Net Assets 2011: $562,8972011Assets 2012: $587,622Liabilities 2012: $0Net Assets 2012: $587,6222012Assets 2013: $627,358Liabilities 2013: $0Net Assets 2013: $627,3582013Assets 2014: $667,513Liabilities 2014: $0Net Assets 2014: $667,5132014Assets 2015: $707,630Liabilities 2015: $0Net Assets 2015: $707,6302015Assets 2016: $738,747Liabilities 2016: $0Net Assets 2016: $738,7472016Assets 2017: $806,447Liabilities 2017: $0Net Assets 2017: $806,4472017Assets 2018: $860,396Liabilities 2018: $0Net Assets 2018: $860,3962018Assets 2020: $1,254,712Liabilities 2020: $0Net Assets 2020: $1,254,7122020Assets 2021: $1,819,623Liabilities 2021: $0Net Assets 2021: $1,819,6232021Assets 2022: $1,818,880Liabilities 2022: $0Net Assets 2022: $1,818,8802022Assets 2023: $1,847,414Liabilities 2023: $0Net Assets 2023: $1,847,4142023Assets 2024: $1,785,274Liabilities 2024: $0Net Assets 2024: $1,785,2742024

Latest loaded filing

2024

Assets$1,785,274
Liabilities$0
Net Assets$1,785,274

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $17,2912010Expenses 2011: $21,5022011Expenses 2012: $23,4582012Revenue 2013: $66,870Expenses 2013: $26,998Net Income 2013: $39,8722013Revenue 2014: $66,851Expenses 2014: $26,406Net Income 2014: $40,4452014Revenue 2015: $69,738Expenses 2015: $28,600Net Income 2015: $41,1382015Revenue 2016: $61,953Expenses 2016: $30,779Net Income 2016: $31,1742016Revenue 2017: $175,052Expenses 2017: $107,352Net Income 2017: $67,7002017Revenue 2018: $66,958Expenses 2018: $13,009Net Income 2018: $53,9492018Revenue 2020: $64,508Expenses 2020: $27,161Net Income 2020: $37,3472020Revenue 2021: $613,088Expenses 2021: $48,177Net Income 2021: $564,9112021Revenue 2022: $49,960Expenses 2022: $50,703Net Income 2022: -$7432022Revenue 2023: $49,333Expenses 2023: $68,355Net Income 2023: -$19,0222023Revenue 2024: $76,540Expenses 2024: $151,235Net Income 2024: -$74,6952024

Latest loaded filing

2024

Revenue$76,540
Expenses$151,235
Net Income-$74,695

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.08$0.15$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.05$0.07$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.05$0.05$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.61$0.05$0.56
2020Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.06$0.03$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.07$0.01$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.18$0.11$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.06$0.03$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.07$0.03$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.07$0.03$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.07$0.03$0.04
2012Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.02
2011Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.02
2010Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 26, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
IRA C KAPLANPresident & Director-$0--
ANITA M MIGDAYTreasurer & Director-$0--
ROBERT J GOLDDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE OHIO STATE UNIVERSITY FOUNDATIONGENERAL SUPPORT-COLUMBUS, OH, US$58,125
Filing and Contact Details

Filer

Filer Name
Ira C Kaplan & Anita M Migday Foundation
EIN
04-3257030
Phone
7812750513
Address
3 OAKRIDGE LANE, BEDFORD, MA 01730

Signing Officer

Name
Anita M Migday
Title
Treasurer
Phone
7812750513
Signed
2026-02-26
Discuss with paid preparer
Yes

Preparer

Firm
Eag New England LLC
Address
1 WALL STREET 6TH FLOOR, BURLINGTON, MA 01803
Preparer
Eugene Borgonzi
Phone
7812722283
Raw XML Appendix361 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/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ANITA M MIGDAY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03 OAKRIDGE LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BEDFORD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001730
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07812750513
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0IRA C KAPLAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07812750513
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03 OAKRIDGE LANE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BEDFORD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001730
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0RECIPIENTS MUST BE EXEMPT UNDER IRC SECTION 501 (C) (3)
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0IRA C KAPLAN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ANITA M MIGDAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt058125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE OHIO STATE UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt014 E 15TH AVE 4TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COLUMBUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd043201
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt058125
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt038229
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt022288
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt086154
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060517
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt047925
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt022288
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0422614
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INSURANCE - CSV
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0443428
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0443428
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LC MASTER ASSOCIATION FEES ON INVESTMENT PROPERTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2UTILITIES ON INVESTMENT PROPERTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt354
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0455
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110104
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2526
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt354
OtherIncreasesSchedule/OtherIncreasesDetail/Amt010899
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED APPRECIATION ON CSV OF LIFE INSURANCE
TaxesSchedule/TaxesDetail/Amt01874
TaxesSchedule/TaxesDetail/Amt193
TaxesSchedule/TaxesDetail/Amt21500
TaxesSchedule/TaxesDetail/CategoryTxt0LOCAL REAL ESTATE TAX ON INVESTMENT PROPERTY
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX ON INVESTMENTS
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt193
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANITA M MIGDAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07812750513
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRA C KAPLAN & ANITA M MIGDAY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0KAPL
ReturnHeader/Filer/EIN0043257030
ReturnHeader/Filer/PhoneNum07812750513
ReturnHeader/Filer/USAddress/AddressLine1Txt03 OAKRIDGE LANE
ReturnHeader/Filer/USAddress/CityNm0BEDFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001730
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0992277914
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EAG NEW ENGLAND LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 WALL STREET 6TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001803
ReturnHeader/PreparerPersonGrp/PhoneNum07812722283
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EUGENE BORGONZI
ReturnHeader/ReturnTs02026-02-26T17:52:50-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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