Civic Intelligence

Rita and Henry Kaplan Foundation

990PF • Fiscal year 2016 • EIN 11-3134230

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

269-10 Grand Central Pkwy 30AFloral Park, NY 11005

(718) 530-9166

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

31st percentile

0.01x

Higher debt load relative to revenue than 31% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

32nd percentile

-5.1%

Higher net margin than 32% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

43rd percentile

-0.6%

Faster asset growth than 43% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

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

Annualized from 2015 to 2016

Assets

Down

$1,258,445

Down $7,788 (-0.6%) from 2015

Net Assets

Down

$1,257,847

Down $4,136 (-0.3%) from 2015

Liabilities

Down

$598

Down $3,652 (-86%) from 2015

Revenue

Up

$81,384

Up $95,610 (+672%) from 2015

Expenses

Up

$85,520

Up $15,606 (+22%) from 2015

Net Income

Up

-$4,136

Up $80,004 (+95%) from 2015

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: $1002023

Highlighted filing

2016

Assets$1,258,445
Liabilities$598
Net Assets$1,257,847

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: -$190,6812023

Highlighted filing

2016

Revenue$81,384
Expenses$85,520
Net Income-$4,136
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RITA KAPLANSecretary-$0--
HENRY KAPLANTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rita and Henry Kaplan Foundation
EIN
11-3134230
Phone
7185309166
Address
269-10 GRAND CENTRAL PKWY 30A, FLORAL PARK, NY 11005

Signing Officer

Name
Henry Kaplan
Title
Treasurer
Phone
7185309166
Signed
2017-05-08

Preparer

Firm
Hoffman & Bentovim Cpas Pc
Address
6500 JERICHO TURNPIKE STE 206, COMMACK, NY 11725-2907
Preparer
Adam C Hoffman
Phone
6314991500
Raw XML Appendix374 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01173824
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt085520
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.277266
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt084704
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt085520
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0816
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt085520
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RITA HENRY KAPLAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0269-10 GCP APT30A
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FLORAL PARK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011005
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07185309166
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICANT SHOULD CONTACT INDIVIDUALS IN 2(A) IN WRITING
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0RITA HENRY KAPLAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03478368284
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0269-10 GCP
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0APT 30A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0FLORAL PK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd011005
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt081700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0269-10 GRAND CENTRAL PKWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FLORAL PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011005
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt081700
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/AppliedToCurrentYearAmt061665
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt061665
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06183
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08460
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt019801
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05188
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt063487
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt023855
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06183
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08460
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt019801
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05188
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt085520
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt023855
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt063487
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt039632
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0NYS DEPT OF LAW
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0250
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ACCOUNT FEES-MS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ACCOUNT FEES-ML
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISC EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt217
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt217
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01451
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt11144
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2581
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt399
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CAPITAL GAIN DISTRIB-MS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1UNRECAP SEC 1250 GAIN-MS
OtherIncomeSchedule2/OtherIncomeDetail/Desc2CAPITAL GAIN DISTRIB-ML
OtherIncomeSchedule2/OtherIncomeDetail/Desc3UNRECAP SEC 1250 GAIN-ML
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01451
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt11144
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2581
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt399
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01451
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11144
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2581
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt399
TaxesSchedule/TaxesDetail/Amt0808
TaxesSchedule/TaxesDetail/CategoryTxt0IRS PAYMENT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0808
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HENRY KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07185309166
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RITA AND HENRY KAPLAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RITA
ReturnHeader/Filer/EIN0113134230
ReturnHeader/Filer/PhoneNum07185309166
ReturnHeader/Filer/USAddress/AddressLine1Txt0269-10 GRAND CENTRAL PKWY 30A
ReturnHeader/Filer/USAddress/CityNm0FLORAL PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011005
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06A8795B794E24A82CA537DF0A95CD325A214F45A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId082B2CEC62F4C4F7B6315476681B7CC814E61FCC7
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/PreparationDt02017-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM C HOFFMAN
ReturnHeader/ReturnTs02017-05-08T10:34:44-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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.
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
2016Detailed filing. Detailed filing data is available for this year.$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