Civic Intelligence

Kaplan Educational Foundation

990 • Fiscal year 2023 • EIN 20-0495155

Jul 01, 2022 to Jun 30, 2023 • Filed on May 16, 2024

Organization ProfileWWW.KAPLANEDFOUNDATION.ORG
131 56th StreetNew York, NY 10019

(212) 707-5300

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$5,137,662

Up $367,872 (+7.7%) from 2022

Net Assets

Up

$4,990,589

Up $425,151 (+9.3%) from 2022

Liabilities

Down

$147,073

Down $57,279 (-28%) from 2022

Revenue And Expenses

Revenue

Up

$754,976

Up $193,462 (+34%) from 2022

Expenses

Down

$725,764

Down $165,626 (-19%) from 2022

Net Income

Up

$29,212

Up $359,088 (+109%) from 2022

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,535,614Liabilities 2011: $02011Assets 2012: $4,856,473Liabilities 2012: $02012Assets 2019: $5,580,874Liabilities 2019: $217,138Net Assets 2019: $5,363,7362019Assets 2020: $5,209,355Liabilities 2020: $14,313Net Assets 2020: $5,195,0422020Assets 2021: $5,757,568Liabilities 2021: $17,805Net Assets 2021: $5,739,7632021Assets 2022: $4,769,790Liabilities 2022: $204,352Net Assets 2022: $4,565,4382022Assets 2023: $5,137,662Liabilities 2023: $147,073Net Assets 2023: $4,990,5892023Assets 2024: $6,035,384Liabilities 2024: $149,163Net Assets 2024: $5,886,2212024

Highlighted filing

2023

Assets$5,137,662
Liabilities$147,073
Net Assets$4,990,589
Open 2023 Filing

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $648,462Expenses 2011: $932,166Net Income 2011: -$283,7042011Revenue 2012: $457,742Expenses 2012: $1,004,172Net Income 2012: -$546,4302012Revenue 2019: $769,753Expenses 2019: $793,801Net Income 2019: -$24,0482019Revenue 2020: $335,361Expenses 2020: $677,703Net Income 2020: -$342,3422020Revenue 2021: $496,497Expenses 2021: $683,744Net Income 2021: -$187,2472021Revenue 2022: $561,514Expenses 2022: $891,390Net Income 2022: -$329,8762022Revenue 2023: $754,976Expenses 2023: $725,764Net Income 2023: $29,2122023Revenue 2024: $1,104,879Expenses 2024: $722,858Net Income 2024: $382,0212024

Highlighted filing

2023

Revenue$754,976
Expenses$725,764
Net Income$29,212
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 16, 2024
Return Version
2022v5.0
Gross Receipts
$790,496
Mission and Program Overview

Mission

To eliminate barriers to higher education for overlooked and under-served students and develop them as world leaders and advocates for their communities by providing a comprehensive array of financial and academic support, transfer admissions, advising and leadership skills development.

Provide academic and financial support to strong college students with demonstrated need.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,587,553$4,821,459▲ $233,906
Cash and Non-Interest-Bearing Accounts$146,244$313,065▲ $166,821
Prepaid Expenses and Deferred Charges$32,000--
Land, Buildings, and Equipment, Net$3,993$3,138▼ $855
Total Assets$4,769,790$5,137,662▲ $367,872
Liabilities
Accounts Payable and Accrued Expenses$204,352$147,073▼ $57,279
Total Liabilities$204,352$147,073▼ $57,279
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,565,438$4,990,589▲ $425,151
Total Net Assets Fund Balance$4,565,438$4,990,589▲ $425,151
Total Liabilities and Net Assets / Fund Balance$4,769,790$5,137,662▲ $367,872

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,138$4,709$7,847
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nolvia DelgadoExecutive DirectorFT$110,154$2,635$112,789
Nancy L Sanchez-badilloDirector-$84,321-$84,321

Board Members and Trustees

NameTitle
Melissa MackChairman
Christopher NeumannDirector
Harold ElishDirector
Jane RosenbergDirector
Jennifer MarkowitzDirector
Jon-paul BernardDirector
Yael AufgangDirector
Elisa DavisSecretary
Annie TogniTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$637,009
Program Service Revenue
$0
Investment Income
$117,967
Other Revenue
$0
All Other Contributions
$637,009
Change in Net Assets
$29,212

Audited Revenue Reconciliation

Revenue per Audited Statements
$754,976
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$695,939
Total Revenue per Audited Statements
$1,450,915
Total Revenue per Form 990
$754,976
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$418,690
Other Expenses$155,344
Total Fundraising Expense$141,845
Professional Fundraising Fees$124,869
Grants and Similar Amounts Paid$26,861

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$172,942$68,211$10,074$251,227
Current Officers, Directors, Trustees, and Key Employees$115,280$45,468$6,715$167,463
Fees for Services Professional Fundraising--$124,869$124,869
Grants to Domestic Individuals$26,861--$26,861
Fees for Services Other$2,750$18,674-$21,424
Fees for Services Accounting-$12,692-$12,692
Insurance-$5,109-$5,109
Other Expenses$1,427$4,668$72$4,668
All Other Expenses$2,771--$2,771
Advertising-$1,955-$1,955
Information Technology$1,174$463$68$1,705
Conferences and Meetings$811$320$47$1,178
Depreciation Depletion-$855-$855
Total Functional Expenses$422,330$161,589$141,845$725,764

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,025,764
Expenses per Audited Statements$725,764
Total Expenses per Form 990$725,764
Expenses Not Reported on Form 990$300,000
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$124,869
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Management reviews the form 990 prior to filing.”

Form 990, Part VI, Section B, Line 12C

“All officers and directors are required to review the conflict of interest policy on an annual basis. If a conflict does exist, it must be reported.”

Form 990, Part VI, Section B, Line 15A

“The board determines executive director compensation based on compensation information of similar organizations.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Kaplan Educational Foundation
EIN
20-0495155
Phone
2127075300
Address
131 56TH STREET, NEW YORK, NY 10019

Signing Officer

Name
Nolvia Delgado
Title
Executive Director
Phone
2127075300
Signed
2024-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nolvia Delgado
Formed
2003
Legal Domicile
De
Voting Board Members
10
Independent Board Members
9
Employees
4
Volunteers
35

Preparer

Firm
Sax Llp
Address
389 INTERPACE PARKWAY STE 3, PARSIPPANY, NJ 07054
Preparer
Marqus White
Phone
9734726250
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation does not believe its financial statements include any material, uncertain tax positions. Tax filings for periods ending june 30, 2020 and later are subject to examination by applicable taxing authorities.”

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IRS990ScheduleA/FactsAndCircumstancesTestTxt01. ALTHOUGH THE SUPPORT PERCENTAGE FELL BELOW 33.33%, IT IS STILL WELL IN EXCESS OF THE 10% THRESHOLD AT 17.03% FOR THE YEAR.2. THE FOUNDATION IS WORKING TO BROADEN ITS BASE OF SUPPORT BY STRENGTHENING ITS DEVELOPMENT ACTIVITIES, INCLUDING, AMONG OTHER THINGS, INCREASING THE NUMBER OF GRANTS APPLIED FOR ANNUALLY, DEVELOPING NEW PROJECTS AND CONDUCTING FUNDRAISING RELATED TO THOSE PROJECTS, AND SEEKING SUPPORT FOR ITS PROGRAMS THROUGH ADDITIONAL FUNDRAISING EVENTS.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0637009
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0313197
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0387837
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0254589
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0634344
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02226976
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0125487
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0109712
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0105304
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt062546
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt037684
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0440733
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.15030
IRS990ScheduleA/PublicSupportPY170Pct00.30020
IRS990ScheduleA/PublicSupportTotal170Amt0401079
IRS990ScheduleA/SubstantialContributorsTotAmt01825897
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0637009
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0313197
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0387837
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0254589
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0634344
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02226976
IRS990ScheduleA/TotalSupportAmt02667709
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0300000
IRS990ScheduleD/DonatedServicesUseFcltsAmt0300000
IRS990ScheduleD/EquipmentGrp/BookValueAmt03138
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04709
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt07847
IRS990ScheduleD/ExpensesNotReportedAmt0300000
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0725764
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0395939
IRS990ScheduleD/RevenueNotReportedAmt0695939
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0754976
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL, UNCERTAIN TAX POSITIONS. TAX FILINGS FOR PERIODS ENDING JUNE 30, 2020 AND LATER ARE SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03138
IRS990ScheduleD/TotalExpensesPerForm990Amt0725764
IRS990ScheduleD/TotalRevenuePerForm990Amt0754976
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01450915
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01025764
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0SOLICITATION
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt00
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0HUDSON FERRIS
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt0124869
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0167 MADISON AVENUE 602
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0NEW YORK
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd010016
IRS990ScheduleG/TotalRetainedByContractorsAmt0124869
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt026861
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0STIPENDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt010
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT REVIEWS THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL OFFICERS AND DIRECTORS ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. IF A CONFLICT DOES EXIST, IT MUST BE REPORTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD DETERMINES EXECUTIVE DIRECTOR COMPENSATION BASED ON COMPENSATION INFORMATION OF SIMILAR ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/StatesWhereCopyOfReturnIsFldCd1CT
IRS990/StatesWhereCopyOfReturnIsFldCd2DE
IRS990/StatesWhereCopyOfReturnIsFldCd3FL
IRS990/StatesWhereCopyOfReturnIsFldCd4GA
IRS990/StatesWhereCopyOfReturnIsFldCd5MA
IRS990/StatesWhereCopyOfReturnIsFldCd6NJ
IRS990/StatesWhereCopyOfReturnIsFldCd7NY
IRS990/StatesWhereCopyOfReturnIsFldCd8IL
IRS990/StatesWhereCopyOfReturnIsFldCd9MD
IRS990/StatesWhereCopyOfReturnIsFldCd10PA
IRS990/StatesWhereCopyOfReturnIsFldCd11RI
IRS990/StatesWhereCopyOfReturnIsFldCd12DC
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04769790

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,137,662
Liabilities
$147,073
Net assets
$4,990,589
Revenue
$754,976
Expenses
$725,764
Net income
$29,212
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.04$0.15$5.89$1.10$0.72$0.38
2023Detailed filing. Detailed filing data is available for this year.$5.14$0.15$4.99$0.75$0.73$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.77$0.20$4.57$0.56$0.89$0.33
2021Detailed filing. Detailed filing data is available for this year.$5.76$0.02$5.74$0.50$0.68$0.19
2020Detailed filing. Detailed filing data is available for this year.$5.21$0.01$5.20$0.34$0.68$0.34
2019Detailed filing. Detailed filing data is available for this year.$5.58$0.22$5.36$0.77$0.79$0.02
2012Summary only. Only limited summary data is available for this year.$4.86$0.00$0.46$1.00$0.55
2011Summary only. Only limited summary data is available for this year.$5.54$0.00$0.65$0.93$0.28