Kaplan Ida & Joseph Foundation The

990PF • Fiscal year 2016 • EIN 20-8285669

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

Organization Profile

1633 35th Street NWWashington, DC 20007

(202) 337-1393

Siviq Scores

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

0.00x

Higher debt load relative to assets than 38% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

0.05x

Higher debt load relative to revenue than 58% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

-158%

Higher net margin than 5% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

-4.4%

Faster asset growth than 27% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

-51%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets38th percentile

Assets

Down

$731,279

Down $33,896 (-4.4%) from 2015

Net Assets

Down

$730,249

Down $34,926 (-4.6%) from 2015

Liabilities

$1,030

Up $1,030 from 2015

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin5th percentile

Revenue

Down

$22,141

Down $23,224 (-51%) from 2015

Expenses

$57,062

Up $521 (+0.9%) from 2015

Net Income

Down

-$34,921

Down $23,745 (-212%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

Highlighted filing

2016

Assets$731,279

Liabilities$1,030

Net Assets$730,249

Open 2016 Filing

Operations Trend

Revenue Growth8th percentile

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

Highlighted filing

2016

Revenue$22,141

Expenses$57,062

Net Income-$34,921

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2015 to Jun 30, 2016
Signed: Nov 15, 2016
Return Version: 2015v2.1

Compensation and Service Providers

Top Officer Pay54th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LAURIE KAPLAN	Managing Trustee	-	$0	-	-
DAVID APPELMAN	Trustee	-	$0	-	-
RACHEL MYEROWITZ	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Kaplan Ida & Joseph Foundation the
EIN: 20-8285669
In Care Of: % LAURIE KAPLAN
Phone: 2023371393
Address: 1633 35TH STREET NW, WASHINGTON, DC 20007

Signing Officer

Name: Laurie Kaplan
Title: Managing Trustee
Phone: 2023371393
Signed: 2016-11-15
Discuss with paid preparer: Yes

Preparer

Firm: Cohnreznick Llp
Address: 7501 WISCONSIN AVENUE 400E, BETHESDA, MD 20814-6583
Preparer: Jason M Fleetwood
Phone: 3016529100

Raw XML Appendix309 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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ExplnOfNonFilingWithAGStmt/ExplanationTxt	0	FILING A COPY OF FORM 990-PF IS NOT REQUIRED BY THE DISTRICT OF COLUMBIA.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	673370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	57909
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	UBS MUTUAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	UBS MONEY MARKET
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	5
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	730254
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	765175
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	730249
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	37126
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	37126
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	37126
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	37327
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IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	201
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	201
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	752263
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt	0	1030
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	757915
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	27314
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	730601
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	11369
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	37327
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	746546
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	757915
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	LAURIE KAPLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	DAVID APPELMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	RACHEL MYEROWITZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	MANAGING TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	1200 N HARTFORD ST 312
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	ARLINGTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	2	20814
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	DC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	20007
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	DC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	LAURIE KAPLAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2023371393
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	LAURIE KAPLAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	20000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL OPERATING EXPENSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GENERAL OPERATING EXPENSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	WEST END HOUSE GIRLS CAMP INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	THE EQUITY PROJECT CHARTER SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	105 ALLSTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	549 AUDUBON AVENUE TRAILER 30
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	ALLSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	02134
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	10040
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	45000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	37126
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	37126
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	8382
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	426513
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	150766
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	2453
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	542
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	542
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	599768
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	11654
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	8382
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	426513
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	150766
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	2453
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2011
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	48780
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	11654
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	600310
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	588656
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	5
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	NONDEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	7606
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	7606
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	0
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	DUE TO BROKER
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	1030
TaxesSchedule/TaxesDetail/Amt	0	676
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAXES
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	LAURIE KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	MANAGING TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2023371393
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	KAPLAN IDA & JOSEPH FOUNDATION THE
ReturnHeader/Filer/BusinessNameControlTxt	0	KAPL
ReturnHeader/Filer/EIN	0	208285669
ReturnHeader/Filer/InCareOfNm	0	% LAURIE KAPLAN
ReturnHeader/Filer/PhoneNum	0	2023371393
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1633 35TH STREET NW
ReturnHeader/Filer/USAddress/CityNm	0	WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	DC
ReturnHeader/Filer/USAddress/ZIPCd	0	20007
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	COHNREZNICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	7501 WISCONSIN AVENUE 400E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	208146583
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3016529100
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JASON M FLEETWOOD
ReturnHeader/ReturnTs	0	2016-11-14T16:41:41-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2015-07-01
ReturnHeader/TaxPeriodEndDt	0	2016-06-30
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $731,279
Liabilities: $1,030
Net assets: $730,249
Revenue: $22,141
Expenses: $57,062
Net income: -$34,921

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2018Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.03	$0.73	$0.70
2017Detailed filing. Detailed filing data is available for this year.	$0.71	$0.00	$0.71	$0.07	$0.09	$0.02
2016Detailed filing. Detailed filing data is available for this year.	$0.73	$0.00	$0.73	$0.02	$0.06	$0.03
2015Detailed filing. Detailed filing data is available for this year.	$0.77	$0.00	$0.77	$0.05	$0.06	$0.01
2014Detailed filing. Detailed filing data is available for this year.	$0.78	$0.00	$0.78	$0.04	$0.48	$0.44
2013Summary only. Only limited summary data is available for this year.	$1.22	$0.01		$1.36	$0.20	$1.16
2012Summary only. Only limited summary data is available for this year.	$0.05	$0.00		$0.01	$0.01	$0.00
2011Summary only. Only limited summary data is available for this year.	$0.05	$0.00		$0.00	$0.00	$0.00