Civic Intelligence

Robert S Kaplan Foundation

990PF • Fiscal year 2019 • EIN 13-3637444

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 23, 2020

Organization Profile
PO Box 73 Bowling Green StationNew York, NY 10274-0073

(518) 640-5000

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

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

2019 filings • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

10th percentile

0.00x

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

2019 filings • $50M-$100M nonprofits • Source year 2019

Net Margin

10th percentile

-35%

Higher net margin than 10% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2019 filings • $50M-$100M nonprofits • Source year 2019

Asset Growth

18th percentile

-1.9%

Faster asset growth than 18% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2016 to 2019

Revenue Growth

2nd percentile

-69%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2016 to 2019

Balance Sheet
Liabilities / Assets11th percentile

Assets

Down

$61,068,224

Down $3,640,464 (-5.6%) from 2016

Net Assets

$61,068,224

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin10th percentile

Revenue

Down

$2,493,256

Down $84,015,962 (-97%) from 2016

Expenses

Up

$3,358,313

Up $1,090,980 (+48%) from 2016

Net Income

Down

-$865,057

Down $85,106,942 (-101%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$80M$60M$40M$20M$0Assets 2012: $9,820,510Liabilities 2012: $02012Assets 2013: $10,998,402Liabilities 2013: $02013Assets 2014: $15,669,417Liabilities 2014: $02014Assets 2015: $19,862,208Liabilities 2015: $58,8452015Assets 2016: $64,708,688Liabilities 2016: $02016Assets 2019: $61,068,224Liabilities 2019: $0Net Assets 2019: $61,068,2242019Assets 2020: $54,736,106Liabilities 2020: $0Net Assets 2020: $54,736,1062020Assets 2021: $76,970,733Liabilities 2021: $0Net Assets 2021: $76,970,7332021Assets 2022: $74,686,930Liabilities 2022: $0Net Assets 2022: $74,686,9302022Assets 2023: $76,386,019Liabilities 2023: $12023Assets 2024: $78,885,269Liabilities 2024: $0Net Assets 2024: $78,885,2692024

Highlighted filing

2019

Assets$61,068,224
Liabilities$0
Net Assets$61,068,224
Open 2019 Filing

Operations Trend

Revenue Growth2nd percentile

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

$100M$50M$0-$50MRevenue 2012: $22,685,319Expenses 2012: $2,576,345Net Income 2012: $20,108,9742012Revenue 2013: $3,221,879Expenses 2013: $2,043,987Net Income 2013: $1,177,8922013Revenue 2014: $15,209,683Expenses 2014: $2,387,566Net Income 2014: $12,822,1172014Revenue 2015: $7,549,219Expenses 2015: $3,415,273Net Income 2015: $4,133,9462015Revenue 2016: $86,509,218Expenses 2016: $2,267,333Net Income 2016: $84,241,8852016Revenue 2019: $2,493,256Expenses 2019: $3,358,313Net Income 2019: -$865,0572019Revenue 2020: -$3,927,407Expenses 2020: $2,404,711Net Income 2020: -$6,332,1182020Revenue 2021: $29,719,267Expenses 2021: $2,270,604Net Income 2021: $27,448,6632021Revenue 2022: $1,498,160Expenses 2022: $3,149,683Net Income 2022: -$1,651,5232022Revenue 2023: $7,154,862Expenses 2023: $3,541,842Net Income 2023: $3,613,0202023Revenue 2024: $6,679,451Expenses 2024: $3,145,635Net Income 2024: $3,533,8162024

Highlighted filing

2019

Revenue$2,493,256
Expenses$3,358,313
Net Income-$865,057
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 23, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT S KAPLANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert S Kaplan Foundation
EIN
13-3637444
In Care Of
% ACYO CO LPNATIONAL TAX GRO
Phone
5186405000
Address
PO Box 73 Bowling Green Station, New York, NY 10274-0073

Signing Officer

Name
Robert S Kaplan
Title
trustee
Phone
5186405000
Signed
2020-10-23
Discuss with paid preparer
Yes

Preparer

Firm
The Ayco Company LP
Address
PO Box 15014, Albany, NY 12212-5014
Preparer
Christine DiIonna
Phone
5186405000
Raw XML Appendix277 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/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0333484
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02154090
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0333484
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01820606
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03276821
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01820606
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02154090
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03527
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13527
OtherIncomeSchedule2/OtherIncomeDetail/Desc0IRS REFUND
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06465
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREP FEES
TaxesSchedule/TaxesDetail/Amt070000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAID
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT S KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05186405000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Robert S Kaplan Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0133637444
ReturnHeader/Filer/InCareOfNm0% ACYO CO LPNATIONAL TAX GRO
ReturnHeader/Filer/PhoneNum05186405000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 73 Bowling Green Station
ReturnHeader/Filer/USAddress/CityNm0New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0102740073
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId064E326594ACA797352E9040581C26CF45152FA85
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId064E326594ACA797352E9040581C26CF45152FA85
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId014244320203045000002
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-10-30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.4.182.14
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Ayco Company LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 15014
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albany
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0122125014
ReturnHeader/PreparerPersonGrp/PhoneNum05186405000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christine DiIonna
ReturnHeader/ReturnTs02020-10-30T08:21:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,068,224
Liabilities
$0
Net assets
$61,068,224
Revenue
$2,493,256
Expenses
$3,358,313
Net income
-$865,057
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$78.9$0.00$78.9$6.68$3.15$3.53
2023Summary only. Only limited summary data is available for this year.$76.4$0.00$7.15$3.54$3.61
2022Summary only. Only limited summary data is available for this year.$74.7$0.00$74.7$1.50$3.15$1.65
2021Summary only. Only limited summary data is available for this year.$77.0$0.00$77.0$29.7$2.27$27.4
2020Summary only. Only limited summary data is available for this year.$54.7$0.00$54.7$3.93$2.40$6.33
2019Detailed filing. Detailed filing data is available for this year.$61.1$0.00$61.1$2.49$3.36$0.87
2016Summary only. Only limited summary data is available for this year.$64.7$0.00$86.5$2.27$84.2
2015Summary only. Only limited summary data is available for this year.$19.9$0.06$7.55$3.42$4.13
2014Summary only. Only limited summary data is available for this year.$15.7$0.00$15.2$2.39$12.8
2013Summary only. Only limited summary data is available for this year.$11.0$0.00$3.22$2.04$1.18
2012Summary only. Only limited summary data is available for this year.$9.82$0.00$22.7$2.58$20.1
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • $50M-$100M nonprofits

Buffalo, NY

View Organization

Medaille College

501(c)3

Revenue$59,394,605
Assets$46,131,571

Revenue vs current organization

2282% higher

Assets vs current organization

24% lower