Civic Intelligence

The Kaplan Sisters Foundation C/O Fcg Advisors Attjohn Combias

990PF • Fiscal year 2022 • EIN 20-6934832

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 15, 2023

Organization Profile
1475 Gulf Shore Blvd SNaples, FL 34102

(973) 226-4300

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

3rd percentile

-546%

Higher net margin than 3% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

92nd percentile

226%

Faster revenue growth than 92% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $705,809 (-100%) from 2021

Net Assets

Down

$0

Down $705,809 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Up

$129,351

Up $89,692 (+226%) from 2021

Expenses

Up

$835,159

Up $778,606 (+1377%) from 2021

Net Income

Down

-$705,808

Down $688,914 (-4078%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth92nd percentile

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

2022

Revenue$129,351
Expenses$835,159
Net Income-$705,808
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LILLY COMBIASTrustee-$0--
RUTH KAPLANTrustee-$0--
SARA ABRAMSONTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMARINER FOUNDATION MARINER FOUNDATIONGENERAL PURPOSE-BOUNTIFUL, UT, US$273,192
Paid GrantTHE BELLE BUOY FOUNDATION THE BELLE BUOY FOUNDATIONGENERAL PURPOSE-NAPLES, FL, US$273,192
Paid GrantFIDELITY CHARITABLE INVESTMENT FD FIDELITY CHARITABLE INVESTMENT FDGENERAL PURPOSE-BOSTON, MA, US$136,597
Paid GrantFIDELITY CHARITABLE INVESTMENT FD FIDELITY CHARITABLE INVESTMENT FDGENERAL PURPOSE-BOSTON, MA, US$136,596
Filing and Contact Details

Filer

Filer Name
The Kaplan Sisters Foundation
EIN
20-6934832
Phone
9732264300
Address
1475 GULF SHORE BLVD S, NAPLES, FL 34102

Signing Officer

Name
Lilly Combias
Title
Trustee
Phone
9736357374
Signed
2023-08-15
Discuss with paid preparer
Yes

Preparer

Firm
The Meglio Group Pc
Address
60 ROSELAND AVE, CALDWELL, NJ 07006
Preparer
Steven O Meglio
Phone
9732264300
Raw XML Appendix288 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/FinalReturnInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LILLY COMBIAS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302210
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017422
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017422
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07314
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010522
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0819991
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0802155
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07314
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010522
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0819577
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0802155
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0819991
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt017836
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0581
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1INTEREST RECEIVABLE
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT TRANSACTION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08888
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1152
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08888
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1152
TaxesSchedule/TaxesDetail/Amt0567
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0567
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LILLY COMBIAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09736357374
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KAPLAN SISTERS FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JOHN COMBIAS
ReturnHeader/Filer/BusinessNameControlTxt0KAPL
ReturnHeader/Filer/EIN0206934832
ReturnHeader/Filer/PhoneNum09732264300
ReturnHeader/Filer/USAddress/AddressLine1Txt01475 GULF SHORE BLVD S
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034102
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814660533
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE MEGLIO GROUP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt060 ROSELAND AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CALDWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007006
ReturnHeader/PreparerPersonGrp/PhoneNum09732264300
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN O MEGLIO
ReturnHeader/ReturnTs02023-08-29T21:42:44-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LILLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COMBIAS
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
$0
Liabilities
$0
Net assets
$0
Revenue
$129,351
Expenses
$835,159
Net income
-$705,808
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.29$8.35$7.06
2021Detailed filing. Detailed filing data is available for this year.$7.06$0.00$7.06$0.40$0.57$0.17
2020Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$0.33$0.62$0.29
2019Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$1.26$0.44$0.82
2018Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$0.45$0.64$0.19
2017Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$0.70$0.46$0.23
2016Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$0.14$0.66$0.52
2015Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.21$0.77$0.61$0.17
2014Detailed filing. Detailed filing data is available for this year.$7.04$0.00$7.04$0.68$0.63$0.05
2013Detailed filing. Detailed filing data is available for this year.$6.99$0.00$6.99$0.56$0.61$0.05
2012Detailed filing. Detailed filing data is available for this year.$7.05$0.01$7.04$0.49
2011Detailed filing. Detailed filing data is available for this year.$7.35$0.00$7.35$0.56
2010Detailed filing. Detailed filing data is available for this year.$7.58$0.00$7.58$0.51