Civic Intelligence

The Kaplan Foundation Inc

990PF • Fiscal year 2018 • EIN 22-3471257

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 24, 2018

1974 Sproul Road No 208Broomall, PA 19008

(484) 653-6380

Siviq Scores

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

Liabilities / Assets

74th percentile

0.04x

Higher debt load relative to assets than 74% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

94th percentile

0.62x

Higher debt load relative to revenue than 94% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

8th percentile

-65%

Higher net margin than 8% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

36th percentile

-4.7%

Faster asset growth than 36% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

95th percentile

143%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2016 to 2018

Assets

Down

$99,538

Down $10,048 (-9.2%) from 2016

Net Assets

$95,455

No earlier filing loaded for comparison.

Liabilities

Down

$4,083

Down $1,394 (-25%) from 2016

Revenue

Up

$6,536

Up $5,431 (+491%) from 2016

Expenses

Down

$10,763

Down $244 (-2.2%) from 2016

Net Income

Up

-$4,227

Up $5,675 (+57%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $127,208Liabilities 2012: $7,2412012Assets 2013: $122,193Liabilities 2013: $7,3002013Assets 2014: $116,170Liabilities 2014: $6,8352014Assets 2015: $120,208Liabilities 2015: $6,1972015Assets 2016: $109,586Liabilities 2016: $5,4772016Assets 2018: $99,538Liabilities 2018: $4,083Net Assets 2018: $95,4552018Assets 2019: $90,808Liabilities 2019: $63Net Assets 2019: $90,7452019Assets 2020: $85,307Liabilities 2020: $49Net Assets 2020: $85,2582020Assets 2021: $90,655Liabilities 2021: $232Net Assets 2021: $90,4232021Assets 2022: $97,939Liabilities 2022: $479Net Assets 2022: $97,4602022Assets 2023: $99,591Liabilities 2023: $685Net Assets 2023: $98,9062023Assets 2024: $95,841Liabilities 2024: $806Net Assets 2024: $95,0352024Assets 2025: $103,286Liabilities 2025: $1,097Net Assets 2025: $102,1892025

Highlighted filing

2018

Assets$99,538
Liabilities$4,083
Net Assets$95,455

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2012: $11,621Expenses 2012: $10,050Net Income 2012: $1,5712012Revenue 2013: $2,710Expenses 2013: $7,784Net Income 2013: -$5,0742013Revenue 2014: $4,231Expenses 2014: $9,789Net Income 2014: -$5,5582014Revenue 2015: $15,030Expenses 2015: $10,354Net Income 2015: $4,6762015Revenue 2016: $1,105Expenses 2016: $11,007Net Income 2016: -$9,9022016Revenue 2018: $6,536Expenses 2018: $10,763Net Income 2018: -$4,2272018Revenue 2019: $6,293Expenses 2019: $11,003Net Income 2019: -$4,7102019Revenue 2020: $4,862Expenses 2020: $10,349Net Income 2020: -$5,4872020Revenue 2021: $16,698Expenses 2021: $11,533Net Income 2021: $5,1652021Revenue 2022: $20,347Expenses 2022: $13,310Net Income 2022: $7,0372022Revenue 2023: $14,677Expenses 2023: $13,231Net Income 2023: $1,4462023Revenue 2024: $8,827Expenses 2024: $12,698Net Income 2024: -$3,8712024Revenue 2025: $20,970Expenses 2025: $13,816Net Income 2025: $7,1542025

Highlighted filing

2018

Revenue$6,536
Expenses$10,763
Net Income-$4,227
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 24, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RITA KAPLANTrustee-$0--
DEAN KAPLANTrustee-$0--
SHARON BERMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Kaplan Foundation Inc
EIN
22-3471257
Phone
4846536380
Address
1974 SPROUL ROAD NO 208, BROOMALL, PA 19008

Signing Officer

Name
Rita Kaplan
Title
Officer
Phone
8002578299
Signed
2018-07-24
Discuss with paid preparer
Yes

Preparer

Firm
Surace & Stanton LLC
Address
PO BOX 868, BROOMALL, PA 19008
Preparer
Joseph Stanton CPA
Phone
6103591051
Raw XML Appendix365 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/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0PAMPHLET REGARDING THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0RITA KAPLAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08002578299
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0ROUTE 73 MORRIS AVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MAPLE SHADE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd008052
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01640
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ABILITIES FIRST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SPCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CA STATE UNIVERSITY NORTHRIDGE FOUNDATION (CSUN)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3PITTSBURGH ITIALIAN SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4HOSPICE OF MICHIGAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5JEFF RUBY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 (C) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501 (C) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501 (C) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501 (C) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501 (C) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501 (C) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0921 E FORT STREET STE 325
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111900 CONREY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt218111 NORDHOFF STREET UNIV HALL 305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 3038
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4545 GRANDVILLE AVENUE SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5700 WALNUT STREET 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NORTHRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NMUNHALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4GRAND RAPIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd145249
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd291330
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd315120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd449503
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd545202
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07740
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/AppliedToCurrentYearAmt01413
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06327
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08954
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt01308
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07740
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt01308
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt01308
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07541
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06327
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0478
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0523
TaxesSchedule/TaxesDetail/Amt0523
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RITA KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08002578299
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KAPLAN FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O SURACE & STANTON
ReturnHeader/Filer/BusinessNameControlTxt0KAPL
ReturnHeader/Filer/EIN0223471257
ReturnHeader/Filer/PhoneNum04846536380
ReturnHeader/Filer/USAddress/AddressLine1Txt01974 SPROUL ROAD NO 208
ReturnHeader/Filer/USAddress/CityNm0BROOMALL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019008
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00BCBD10E79ADE3CFA9AEE0A8D6086F0AE8D598A3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00BCBD10E79ADE3CFA9AEE0A8D6086F0AE8D598A3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.114.29.181
ReturnHeader/FilingSecurityInformation/IPDt02018-07-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:33:39
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0233024745
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SURACE & STANTON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 868
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOMALL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019008
ReturnHeader/PreparerPersonGrp/PhoneNum06103591051
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH STANTON CPA
ReturnHeader/ReturnTs02018-07-30T15:26:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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