Civic Intelligence

Robert S Kaplan Foundation

990PF • Fiscal year 2020 • EIN 13-3637444

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

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

12th percentile

0.00x

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

99th percentile

161%

Higher net margin than 99% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

5th percentile

-10%

Faster asset growth than 5% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

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

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$54,736,106

Down $6,332,118 (-10%) from 2019

Net Assets

Down

$54,736,106

Down $6,332,118 (-10%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$3,927,407

Down $6,420,663 (-258%) from 2019

Expenses

Down

$2,404,711

Down $953,602 (-28%) from 2019

Net Income

Down

-$6,332,118

Down $5,467,061 (-632%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2020

Assets$54,736,106
Liabilities$0
Net Assets$54,736,106
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2020

Revenue-$3,927,407
Expenses$2,404,711
Net Income-$6,332,118
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay15th 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
% AYCO CO LPNATIONAL TAX GRO
Phone
5186405000
Address
PO Box 73 Bowling Green Station, New York, NY 10274-0073

Signing Officer

Name
Robert Kaplan
Title
trustee
Phone
5186405000
Signed
2021-11-15
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 Appendix281 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/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02376353
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03061219
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02376353
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0684866
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NONDEDUCTIBLE EXPENSES FROM K1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3CHARITABLE CONTRIBUTION FRM K1
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt032
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04830
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14830
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21028
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt332
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ORDINARY INCOME FROM PTP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1SECTION 1231 GAIN/LOSS FROM PTP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-995350
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-115534
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-995350
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-115534
TaxesSchedule/TaxesDetail/Amt021000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAID
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Kaplan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05186405000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Robert S Kaplan Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0133637444
ReturnHeader/Filer/InCareOfNm0% AYCO 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/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/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christine DiIonna
ReturnHeader/ReturnTs02021-11-12T09:06:12-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Robert
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kaplan
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,736,106
Liabilities
$0
Net assets
$54,736,106
Revenue
-$3,927,407
Expenses
$2,404,711
Net income
-$6,332,118
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
2020Detailed filing. Detailed filing data is available for this year.$54.7$0.00$54.7$3.93$2.40$6.33
2019Summary only. Only limited summary 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. 2020 filings • $50M-$100M nonprofits

Edina, MN

View Organization

Elim Homes Inc

501(c)3

Revenue$50,098,615
Assets$43,396,280

Revenue vs current organization

No data

Assets vs current organization

21% lower