Civic Intelligence

Robert S Kaplan Foundation

990PF • Fiscal year 2023 • EIN 13-3637444

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 06, 2024

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.

2023 filings • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

11th percentile

0.00x

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

2023 filings • $50M-$100M nonprofits • Source year 2023

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

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.

2023 filings • $50M-$100M nonprofits • Source year 2023

Asset Growth

38th percentile

2.3%

Faster asset growth than 38% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

378%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets12th percentile

Assets

Flat

$76,386,019

Flat from 2023

Net Assets

$76,386,019

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin89th percentile

Revenue

Flat

$7,154,862

Flat from 2023

Expenses

Flat

$3,541,842

Flat from 2023

Net Income

Flat

$3,613,020

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth38th 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: $0Net Assets 2023: $76,386,0192023Assets 2023: $76,386,019Liabilities 2023: $12023Assets 2024: $78,885,269Liabilities 2024: $0Net Assets 2024: $78,885,2692024

Highlighted filing

2023

Assets$76,386,019
Liabilities$0
Net Assets$76,386,019
Open 2023 Filing

Operations Trend

Revenue Growth97th 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 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

2023

Revenue$7,154,862
Expenses$3,541,842
Net Income$3,613,020
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 6, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT S KAPLANTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHEDGENERAL PURPOSEPCNew York, NY, US$3,495,790
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
2024-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
ONE MANHATTAN WEST, NEW YORK, NY 10001
Preparer
Christine DiIonna
Phone
2127733000
Raw XML Appendix320 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/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01045104
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02455074
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03749239
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03500178
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02704135
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02455074
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Robert S Kaplan
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Robert S Kaplan
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0BOWLING GREEN STATION PO BOX 73
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1BOWLING GREEN STATION PO BOX 73
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0102740073
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd1102740073
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01055030
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt11979908
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01607854
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1372054
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc070,000 SHS CLEAR SECURE, INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc116,981 SHS CLEAR SECURE, INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-08-09
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12023-12-12
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt05000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MISCELLANEOUS RECEIVABLES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11927250
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
OtherIncreasesSchedule/OtherIncreasesDetail/Amt013319
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03927
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03927
TaxesSchedule/TaxesDetail/Amt015000
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES PAID
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Kaplan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05186405000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-06
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparerPersonNm0Christine DiIonna
ReturnHeader/ReturnTs02024-11-06T09:45:08-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$76,386,019
Liabilities
$0
Net assets
$76,386,019
Revenue
$7,154,862
Expenses
$3,541,842
Net income
$3,613,020
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
2023Detailed filing. Detailed filing data is available for this year.$76.4$0.00$76.4$7.15$3.54$3.61
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
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