Civic Intelligence

The Kaplan Sisters Foundation C/O Fcg Advisors Attjohn Combias

990PF • Fiscal year 2017 • EIN 20-6934832

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 26, 2018

One Main Street No 202Chatham, NJ 07928

(973) 635-7374

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

84th percentile

34%

Higher net margin than 84% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

54th percentile

3.5%

Faster asset growth than 54% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

412%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$691,871

Up $23,448 (+3.5%) from 2016

Net Assets

Up

$691,871

Up $23,448 (+3.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$69,779

Up $56,141 (+412%) from 2016

Expenses

Down

$46,331

Down $19,775 (-30%) from 2016

Net Income

Up

$23,448

Up $75,916 (+145%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $757,800Liabilities 2010: $0Net Assets 2010: $757,8002010Assets 2011: $735,061Liabilities 2011: $0Net Assets 2011: $735,0612011Assets 2012: $705,158Liabilities 2012: $1,486Net Assets 2012: $703,6722012Assets 2013: $699,159Liabilities 2013: $0Net Assets 2013: $699,1592013Assets 2014: $704,248Liabilities 2014: $0Net Assets 2014: $704,2482014Assets 2015: $720,891Liabilities 2015: $0Net Assets 2015: $720,8912015Assets 2016: $668,423Liabilities 2016: $0Net Assets 2016: $668,4232016Assets 2017: $691,871Liabilities 2017: $0Net Assets 2017: $691,8712017Assets 2018: $632,699Liabilities 2018: $0Net Assets 2018: $632,6992018Assets 2019: $752,151Liabilities 2019: $0Net Assets 2019: $752,1512019Assets 2020: $722,805Liabilities 2020: $0Net Assets 2020: $722,8052020Assets 2021: $705,809Liabilities 2021: $0Net Assets 2021: $705,8092021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2017

Assets$691,871
Liabilities$0
Net Assets$691,871

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $51,2742010Expenses 2011: $55,7852011Expenses 2012: $48,8512012Revenue 2013: $56,277Expenses 2013: $60,790Net Income 2013: -$4,5132013Revenue 2014: $68,394Expenses 2014: $63,305Net Income 2014: $5,0892014Revenue 2015: $77,416Expenses 2015: $60,773Net Income 2015: $16,6432015Revenue 2016: $13,638Expenses 2016: $66,106Net Income 2016: -$52,4682016Revenue 2017: $69,779Expenses 2017: $46,331Net Income 2017: $23,4482017Revenue 2018: $44,682Expenses 2018: $63,658Net Income 2018: -$18,9762018Revenue 2019: $125,907Expenses 2019: $43,597Net Income 2019: $82,3102019Revenue 2020: $32,737Expenses 2020: $61,561Net Income 2020: -$28,8242020Revenue 2021: $39,659Expenses 2021: $56,553Net Income 2021: -$16,8942021Revenue 2022: $129,351Expenses 2022: $835,159Net Income 2022: -$705,8082022

Highlighted filing

2017

Revenue$69,779
Expenses$46,331
Net Income$23,448
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 26, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUTH KAPLANTrustee-$0--
SARA ABRAMSONTrustee-$0--
LILLY COMBIASTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Kaplan Sisters Foundation
EIN
20-6934832
Phone
9736357374
Address
ONE MAIN STREET NO 202, CHATHAM, NJ 07928

Signing Officer

Name
Lilly Combias
Title
Trustee
Phone
9736357374
Signed
2018-09-26
Discuss with paid preparer
Yes

Preparer

Firm
Citrin Cooperman & Company Llp
Address
709 WESTCHESTER AVENUE, WHITE PLAINS, NY 10604
Preparer
Edward Hrobertscpa
Phone
9149492990
Raw XML Appendix389 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/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CITRIN COOPERMAN COMPANY LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010604
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BOMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BRIDGES OUTREACH INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2DOCTORS WITHOUT BORDERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HOPE FOR HAITI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THE SHELTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01101 15TH STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1120 MORRIS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2333 7TH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31021 5TH AVENUE NORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 10102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SUMMIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NAPLES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020005
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd334102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd434101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt029100
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt036650
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt043568
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06918
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013034
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03433
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03872
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06918
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013421
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013034
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0387
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036650
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013421
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020339
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0148
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1CAP GAIN DIST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0325
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt133
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0325
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt133
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09399
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09399
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0282
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0282
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LILLY COMBIAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09736357374
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KAPLAN SISTERS FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O FCG ADVISORS ATTJOHN COMBIAS
ReturnHeader/Filer/BusinessNameControlTxt0KAPL
ReturnHeader/Filer/EIN0206934832
ReturnHeader/Filer/PhoneNum09736357374
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE MAIN STREET NO 202
ReturnHeader/Filer/USAddress/CityNm0CHATHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007928
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01DC4A9C6A2A92D412EFBE49F8386B8F28BEB2BFD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01DC4A9C6A2A92D412EFBE49F8386B8F28BEB2BFD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0161.69.123.10
ReturnHeader/FilingSecurityInformation/IPDt02018-09-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:56:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222428965
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CITRIN COOPERMAN & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0709 WESTCHESTER AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHITE PLAINS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010604
ReturnHeader/PreparerPersonGrp/PhoneNum09149492990
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD HROBERTSCPA
ReturnHeader/ReturnTs02018-09-26T14:02:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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