Civic Intelligence

Abram and Ray Kaplan Foundation

990PF • Fiscal year 2020 • EIN 13-3798875

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization Profile

View Organization Page

13315 Pawnee TrailElbert, CO 80106

(505) 234-4734

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

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

Liabilities / Revenue

25th percentile

0.02x

Higher debt load relative to revenue than 25% of similar nonprofits.

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

Net Margin

12th percentile

-48%

Higher net margin than 12% of similar nonprofits.

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

Top Officer Pay

60th percentile

$174,996

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 15.6% of source-year revenue.

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

Asset Growth

17th percentile

-3.5%

Faster asset growth than 17% of similar nonprofits.

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

Revenue Growth

21st percentile

-22%

Faster revenue growth than 21% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$14,703,142

Down $525,772 (-3.5%) from 2019

Net Assets

Down

$14,683,142

Down $526,772 (-3.5%) from 2019

Liabilities

Up

$20,000

Up $1,000 (+5.3%) from 2019

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin12th percentile

Revenue

Down

$1,122,647

Down $308,235 (-22%) from 2019

Expenses

Up

$1,657,282

Up $59,862 (+3.7%) from 2019

Net Income

Down

-$534,635

Down $368,097 (-221%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$20M$15M$10M$5.0M$0Assets 2015: $16,589,840Liabilities 2015: $02015Assets 2016: $16,152,573Liabilities 2016: $0Net Assets 2016: $16,152,5732016Assets 2017: $15,734,108Liabilities 2017: $0Net Assets 2017: $15,734,1082017Assets 2018: $15,414,809Liabilities 2018: $295,500Net Assets 2018: $15,119,3092018Assets 2019: $15,228,914Liabilities 2019: $19,000Net Assets 2019: $15,209,9142019Assets 2020: $14,703,142Liabilities 2020: $20,000Net Assets 2020: $14,683,1422020Assets 2021: $14,220,702Liabilities 2021: $20,000Net Assets 2021: $14,200,7022021Assets 2022: $13,891,207Liabilities 2022: $20,000Net Assets 2022: $13,871,2072022Assets 2023: $12,947,738Liabilities 2023: $20,000Net Assets 2023: $12,927,7382023Assets 2024: $12,369,542Liabilities 2024: $20,000Net Assets 2024: $12,349,5422024

Highlighted filing

2020

Assets$14,703,142
Liabilities$20,000
Net Assets$14,683,142
Open 2020 Filing

Operations Trend

Revenue Growth21st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $786,559Expenses 2015: $1,262,036Net Income 2015: -$475,4772015Revenue 2016: $1,124,235Expenses 2016: $1,475,965Net Income 2016: -$351,7302016Revenue 2017: $1,168,852Expenses 2017: $1,482,618Net Income 2017: -$313,7662017Revenue 2018: $1,616,659Expenses 2018: $1,920,003Net Income 2018: -$303,3442018Revenue 2019: $1,430,882Expenses 2019: $1,597,420Net Income 2019: -$166,5382019Revenue 2020: $1,122,647Expenses 2020: $1,657,282Net Income 2020: -$534,6352020Revenue 2021: $1,080,611Expenses 2021: $1,561,428Net Income 2021: -$480,8172021Revenue 2022: $1,510,619Expenses 2022: $1,839,211Net Income 2022: -$328,5922022Revenue 2023: $1,110,809Expenses 2023: $2,065,828Net Income 2023: -$955,0192023Revenue 2024: $1,614,912Expenses 2024: $2,172,520Net Income 2024: -$557,6082024

Highlighted filing

2020

Revenue$1,122,647
Expenses$1,657,282
Net Income-$534,635
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICOLAS DOWISTrusteeFT$174,996-$174,996
Filing and Contact Details

Filer

Filer Name
Abram and Ray Kaplan Foundation
EIN
13-3798875
Phone
5052344734
Address
13315 PAWNEE TRAIL, ELBERT, CO 80106

Signing Officer

Name
Nicolas Dowis
Title
Trustee
Phone
5052344734
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
53 STATE STREET, BOSTON, MA 02109
Preparer
Leonard a Clark Iii
Phone
6178075000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58SBA COMMUNICATIONS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60SEMPRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61SHERWIN WILLIAMS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62SYNCHRONY FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64VIATRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67WALT DISNEY CO HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69WORKDAY INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70ARES CAPITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71FT-PREFERRED SECUR & INC ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72ISHARES MSCI EMERGING MKTS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73ISHARES RUSSELL 2000 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74KAYNE ANDERSON MLP INVT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75SPDR GOLD TR GOLD SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76SPDR S&P MIDCAP 400 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77THE TECHNOLOGY SEL SEC SPDR FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78VANGUARD FTSE EUROPE ETF
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt287571
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SPDR GOLD TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS DIVIDENDS
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt09443
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt09996
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Filings

Displayed year

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

Open filing
Assets
$14,703,142
Liabilities
$20,000
Net assets
$14,683,142
Revenue
$1,122,647
Expenses
$1,657,282
Net income
-$534,635
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.4$0.02$12.3$1.61$2.17$0.56
2023Detailed filing. Detailed filing data is available for this year.$12.9$0.02$12.9$1.11$2.07$0.96
2022Detailed filing. Detailed filing data is available for this year.$13.9$0.02$13.9$1.51$1.84$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$0.02$14.2$1.08$1.56$0.48
2020Detailed filing. Detailed filing data is available for this year.$14.7$0.02$14.7$1.12$1.66$0.53
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.2$0.02$15.2$1.43$1.60$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$0.30$15.1$1.62$1.92$0.30
2017Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$1.17$1.48$0.31
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.2$0.00$16.2$1.12$1.48$0.35
2015Summary only. Only limited summary data is available for this year.$16.6$0.00$0.79$1.26$0.48
Peer Organizations

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