Civic Intelligence

Robert S Kaplan Foundation

990PF • Fiscal year 2022 • EIN 13-3637444

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 08, 2023

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.

2022 filings • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

11th percentile

0.00x

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

2022 filings • $50M-$100M nonprofits • Source year 2022

Net Margin

6th percentile

-110%

Higher net margin than 6% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2022 filings • $50M-$100M nonprofits • Source year 2022

Asset Growth

42nd percentile

-3.0%

Faster asset growth than 42% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-95%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$74,686,930

Down $2,283,803 (-3.0%) from 2021

Net Assets

Down

$74,686,930

Down $2,283,803 (-3.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin6th percentile

Revenue

Down

$1,498,160

Down $28,221,107 (-95%) from 2021

Expenses

Up

$3,149,683

Up $879,079 (+39%) from 2021

Net Income

Down

-$1,651,523

Down $29,100,186 (-106%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2022

Assets$74,686,930
Liabilities$0
Net Assets$74,686,930
Open 2022 Filing

Operations Trend

Revenue Growth1st 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

2022

Revenue$1,498,160
Expenses$3,149,683
Net Income-$1,651,523
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 8, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay16th 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
% GOLDMAN SACHS PFO
Phone
5186405000
Address
PO Box 73 Bowling Green Station, New York, NY 10274-0073

Signing Officer

Name
Robert Kaplan
Title
trustee
Phone
5186405000
Signed
2023-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
ONE MANHATTAN WEST, NEW YORK, NY 10001
Preparer
Christine W Diionna
Phone
2127733000
Raw XML Appendix283 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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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MISCELLANEOUS RECEIVABLES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt05000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt05000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0632280
OtherDecreasesSchedule/OtherDecreasesDetail/Amt10
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0APPRECIATION OVER DONOR'S COST BASIS FOR
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1STOCK DONATED TO THE FOUNDATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01500
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Miscellaneous Receivables
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04284
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04284
TaxesSchedule/TaxesDetail/Amt025000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAID
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Kaplan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05186405000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Robert S Kaplan Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0133637444
ReturnHeader/Filer/InCareOfNm0% GOLDMAN SACHS PFO
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/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE MANHATTAN WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010001
ReturnHeader/PreparerPersonGrp/PhoneNum02127733000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christine W Diionna
ReturnHeader/ReturnTs02023-11-09T06:46:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Robert
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kaplan
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,686,930
Liabilities
$0
Net assets
$74,686,930
Revenue
$1,498,160
Expenses
$3,149,683
Net income
-$1,651,523
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
2022Detailed filing. Detailed filing 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
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

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