Civic Intelligence

Rita and Henry Kaplan Foundation

990PF • Fiscal year 2024 • EIN 11-3134230

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 23, 2025

22 Meadow Woods RdGreat Neck, NY 11020

(516) 429-7400

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

11th percentile

-43%

Higher net margin than 11% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

33rd percentile

-1.9%

Faster asset growth than 33% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

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

Annualized from 2023 to 2024

Assets

Down

$961,387

Down $18,543 (-1.9%) from 2023

Net Assets

$961,387

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $100 (-100%) from 2023

Revenue

Up

$43,103

Up $170,221 (+134%) from 2023

Expenses

Down

$61,546

Down $2,017 (-3.2%) from 2023

Net Income

Up

-$18,443

Up $172,238 (+90%) from 2023

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,318,822Liabilities 2011: $5602011Assets 2012: $1,336,758Liabilities 2012: $5602012Assets 2013: $1,265,518Liabilities 2013: $620Net Assets 2013: $1,264,8982013Assets 2014: $1,346,123Liabilities 2014: $0Net Assets 2014: $1,346,1232014Assets 2015: $1,266,233Liabilities 2015: $4,250Net Assets 2015: $1,261,9832015Assets 2016: $1,258,445Liabilities 2016: $598Net Assets 2016: $1,257,8472016Assets 2017: $1,279,104Liabilities 2017: $0Net Assets 2017: $1,279,1042017Assets 2018: $1,277,219Liabilities 2018: $0Net Assets 2018: $1,277,2192018Assets 2019: $1,286,016Liabilities 2019: $1Net Assets 2019: $1,286,0162019Assets 2020: $1,286,992Liabilities 2020: $0Net Assets 2020: $1,286,9922020Assets 2021: $1,341,418Liabilities 2021: $0Net Assets 2021: $1,341,4182021Assets 2022: $1,170,511Liabilities 2022: $12022Assets 2023: $979,930Liabilities 2023: $1002023Assets 2024: $961,387Liabilities 2024: $0Net Assets 2024: $961,3872024

Highlighted filing

2024

Assets$961,387
Liabilities$0
Net Assets$961,387

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2011: $65,212Expenses 2011: $58,601Net Income 2011: $6,6112011Revenue 2012: $87,768Expenses 2012: $69,832Net Income 2012: $17,9362012Revenue 2013: $100,186Expenses 2013: $171,486Net Income 2013: -$71,3002013Revenue 2014: $159,230Expenses 2014: $72,705Net Income 2014: $86,5252014Revenue 2015: -$14,226Expenses 2015: $69,914Net Income 2015: -$84,1402015Revenue 2016: $81,384Expenses 2016: $85,520Net Income 2016: -$4,1362016Revenue 2017: $94,316Expenses 2017: $73,059Net Income 2017: $21,2572017Revenue 2018: $67,082Expenses 2018: $68,967Net Income 2018: -$1,8852018Revenue 2019: $77,681Expenses 2019: $68,884Net Income 2019: $8,7972019Revenue 2020: $61,223Expenses 2020: $60,247Net Income 2020: $9762020Revenue 2021: $121,758Expenses 2021: $67,332Net Income 2021: $54,4262021Revenue 2022: -$92,192Expenses 2022: $78,715Net Income 2022: -$170,9072022Revenue 2023: -$127,118Expenses 2023: $63,563Net Income 2023: -$190,6812023Revenue 2024: $43,103Expenses 2024: $61,546Net Income 2024: -$18,4432024

Highlighted filing

2024

Revenue$43,103
Expenses$61,546
Net Income-$18,443
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 23, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EUGENE KAPLANPresidentPT$0--
TERYL KAPLANTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rita and Henry Kaplan Foundation
EIN
11-3134230
Phone
5164297400
Address
22 MEADOW WOODS RD, GREAT NECK, NY 11020

Signing Officer

Name
Eugene Kaplan
Title
President
Phone
5164297400
Signed
2025-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Hoffman & Bentovim Cpas Pc
Address
6500 JERICHO TURNPIKE STE 206, COMMACK, NY 11725-2907
Preparer
Adam C Hoffman
Phone
6314991500
Raw XML Appendix287 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt022 MEADOW WOODS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GREAT NECK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011020
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt058397
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt047600
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt047600
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016014
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt025842
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05208
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05208
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt055802
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013946
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt016014
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt025842
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt061546
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013946
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt061010
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt047064
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0NYS DEPT OF LAW
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0100
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ACCOUNT FEES-ML
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
TaxesSchedule/TaxesDetail/Amt0399
TaxesSchedule/TaxesDetail/CategoryTxt0IRS PAYMENT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0399
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EUGENE KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05164297400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RITA AND HENRY KAPLAN FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O EUGENE KAPLAN
ReturnHeader/Filer/BusinessNameControlTxt0RITA
ReturnHeader/Filer/EIN0113134230
ReturnHeader/Filer/PhoneNum05164297400
ReturnHeader/Filer/USAddress/AddressLine1Txt022 MEADOW WOODS RD
ReturnHeader/Filer/USAddress/CityNm0GREAT NECK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011020
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113123454
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOFFMAN & BENTOVIM CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06500 JERICHO TURNPIKE STE 206
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COMMACK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0117252907
ReturnHeader/PreparerPersonGrp/PhoneNum06314991500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM C HOFFMAN
ReturnHeader/ReturnTs02025-04-24T11:49:01-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.04$0.06$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.13$0.06$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.00$0.09$0.08$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.12$0.07$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.06$0.06$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.08$0.07$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.07$0.07$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.09$0.07$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$0.08$0.09$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.26$0.01$0.07$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.16$0.07$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.26$0.10$0.17$0.07
2012Summary only. Only limited summary data is available for this year.$1.34$0.00$0.09$0.07$0.02
2011Summary only. Only limited summary data is available for this year.$1.32$0.00$0.07$0.06$0.01
Peer Organizations

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