Civic Intelligence

Rita J and Stanley H Kaplan Foundation Inc.

990PF • Fiscal year 2020 • EIN 13-3221298

Jan 01, 2020 to Dec 31, 2020 • Filed on May 31, 2021

142 West 57th Street 11th FloorNew York, NY 10019

(212) 688-1047

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

87th percentile

47%

Higher net margin than 87% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

58th percentile

7.8%

Faster asset growth than 58% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

98th percentile

605%

Faster revenue growth than 98% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$18,848,446

Up $1,370,526 (+7.8%) from 2019

Net Assets

Up

$18,848,446

Up $1,370,526 (+7.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$3,126,297

Up $2,682,567 (+605%) from 2019

Expenses

Down

$1,666,188

Down $4,848 (-0.3%) from 2019

Net Income

Up

$1,460,109

Up $2,687,415 (+219%) from 2019

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $19,676,422Liabilities 2011: $02011Assets 2012: $19,454,200Liabilities 2012: $02012Assets 2013: $19,497,061Liabilities 2013: $02013Assets 2014: $19,824,328Liabilities 2014: $02014Assets 2015: $17,456,516Liabilities 2015: $02015Assets 2016: $20,170,894Liabilities 2016: $0Net Assets 2016: $20,170,8942016Assets 2017: $19,124,795Liabilities 2017: $0Net Assets 2017: $19,124,7952017Assets 2018: $18,667,011Liabilities 2018: $0Net Assets 2018: $18,667,0112018Assets 2019: $17,477,920Liabilities 2019: $0Net Assets 2019: $17,477,9202019Assets 2020: $18,848,446Liabilities 2020: $0Net Assets 2020: $18,848,4462020Assets 2021: $17,307,634Liabilities 2021: $0Net Assets 2021: $17,307,6342021Assets 2022: $18,914,501Liabilities 2022: $0Net Assets 2022: $18,914,5012022Assets 2023: $17,893,408Liabilities 2023: $0Net Assets 2023: $17,893,4082023Assets 2024: $18,833,525Liabilities 2024: $3,581Net Assets 2024: $18,829,9442024

Highlighted filing

2020

Assets$18,848,446
Liabilities$0
Net Assets$18,848,446

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $1,333,241Expenses 2011: $2,256,962Net Income 2011: -$923,7212011Revenue 2012: $1,363,448Expenses 2012: $1,588,042Net Income 2012: -$224,5942012Revenue 2013: $2,021,084Expenses 2013: $2,018,508Net Income 2013: $2,5762013Revenue 2014: $2,655,633Expenses 2014: $2,329,604Net Income 2014: $326,0292014Revenue 2015: $512,232Expenses 2015: $2,875,979Net Income 2015: -$2,363,7472015Revenue 2016: $4,485,631Expenses 2016: $1,771,253Net Income 2016: $2,714,3782016Revenue 2017: $943,230Expenses 2017: $1,989,329Net Income 2017: -$1,046,0992017Revenue 2018: $1,254,431Expenses 2018: $1,712,215Net Income 2018: -$457,7842018Revenue 2019: $443,730Expenses 2019: $1,671,036Net Income 2019: -$1,227,3062019Revenue 2020: $3,126,297Expenses 2020: $1,666,188Net Income 2020: $1,460,1092020Revenue 2021: $1,314,421Expenses 2021: $2,868,258Net Income 2021: -$1,553,8372021Revenue 2022: $3,557,767Expenses 2022: $1,920,489Net Income 2022: $1,637,2782022Revenue 2023: $819,717Expenses 2023: $1,824,174Net Income 2023: -$1,004,4572023Revenue 2024: $2,948,021Expenses 2024: $2,049,207Net Income 2024: $898,8142024

Highlighted filing

2020

Revenue$3,126,297
Expenses$1,666,188
Net Income$1,460,109
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 31, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY KAPLAN BELSKYVice President/ As Req-$0--
SUSAN BETH KAPLANPresident/ As Req-$0--
SCOTT BELSKYTreasurer & Secretary/ As Req-$0--
Filing and Contact Details

Filer

Filer Name
Rita J and Stanley H Kaplan
EIN
13-3221298
In Care Of
% WILLIAM TSAVALOS
Phone
2126881047
Address
142 West 57th Street 11th Floor, NEW YORK, NY 10019

Signing Officer

Name
Susan Beth Kaplan
Title
President
Phone
2128858000
Signed
2021-05-31
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
100 PARK AVENUE, NEW YORK, NY 10017-5001
Preparer
Lydia Vercelli CPA
Phone
2128858000
Raw XML AppendixShowing 400 of 431 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/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0142 WEST 57TH STREET 11TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010019
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WILLIAM TSAVALOS
IRS990PF/StatementsRegardingActyGrp/PhoneNum02126881047
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01344489
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE/SCIENTIFIC/RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0142 West 57th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt011TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01344489
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/AppliedToCurrentYearAmt01070898
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01070898
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0428174
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0467929
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0841659
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0725354
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01428558
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01428558
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02906287
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0443171
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0428174
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0467929
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0841659
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0725354
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01514069
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0443171
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04334845
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03891674
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0THE RITA J AND STANLEY H KAPLAN CLT
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Rita J Kaplan 2020 Trust co RINET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0142 WEST 57TH STREET 11TH FLOOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1101 FEDERAL STREET 14TH FLOOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1BOSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010019
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd102110
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0372070
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt12000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt07041
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0SECURITY DEPOSIT/MISC ASSETS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03006
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03006
OtherDecreasesSchedule/OtherDecreasesDetail/Amt089583
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0LCN NORTH AMERICAN FUND II TAX BASIS ADJ
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COMPUTER & EQUIPMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2DUES AND SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4NEW YORK STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6PAYROLL PROCESSING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7POSTAGE, MAILINGS, MESSENGER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1926
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2352
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt321242
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4750
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5415
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt61232
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt7685
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt8677
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1926
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2352
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt321242
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5415
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt61232
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7685
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8677
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Partnership Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Excise Tax Refund
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-58906
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-58906
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt19445
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0118990
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT/CUSTODY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0118990
TaxesSchedule/TaxesDetail/Amt09622
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt07829
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01793
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$2.95$2.05$0.90
2023Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$0.82$1.82$1.00
2022Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$3.56$1.92$1.64
2021Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$1.31$2.87$1.55
2020Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$3.13$1.67$1.46
2019Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$0.44$1.67$1.23
2018Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$1.25$1.71$0.46
2017Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$0.94$1.99$1.05
2016Detailed filing. Detailed filing data is available for this year.$20.2$0.00$20.2$4.49$1.77$2.71
2015Summary only. Only limited summary data is available for this year.$17.5$0.00$0.51$2.88$2.36
2014Summary only. Only limited summary data is available for this year.$19.8$0.00$2.66$2.33$0.33
2013Summary only. Only limited summary data is available for this year.$19.5$0.00$2.02$2.02$0.00
2012Summary only. Only limited summary data is available for this year.$19.5$0.00$1.36$1.59$0.22
2011Summary only. Only limited summary data is available for this year.$19.7$0.00$1.33$2.26$0.92