Civic Intelligence

The Kaplan Foundation Inc

990PF • Fiscal year 2024 • EIN 22-3471257

Jul 01, 2023 to Jun 30, 2024 • Filed on Jul 03, 2024

Organization Profile
1974 Sproul Road 208Broomall, PA 19008

(484) 653-6380

Siviq Scores

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

Liabilities / Assets

68th percentile

0.01x

Higher debt load relative to assets than 68% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.09x

Higher debt load relative to revenue than 83% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

13th percentile

-44%

Higher net margin than 13% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

40th percentile

-3.8%

Faster asset growth than 40% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-40%

Faster revenue growth than 15% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$95,841

Down $3,750 (-3.8%) from 2023

Net Assets

Down

$95,035

Down $3,871 (-3.9%) from 2023

Liabilities

Up

$806

Up $121 (+18%) from 2023

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin13th percentile

Revenue

Down

$8,827

Down $5,850 (-40%) from 2023

Expenses

Down

$12,698

Down $533 (-4.0%) from 2023

Net Income

Down

-$3,871

Down $5,317 (-368%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

2024

Assets$95,841
Liabilities$806
Net Assets$95,035
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

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

2024

Revenue$8,827
Expenses$12,698
Net Income-$3,871
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 3, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

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 208, BROOMALL, PA 19008

Signing Officer

Name
Rita Kaplan
Title
Officer
Phone
8002578299
Signed
2024-07-03
Discuss with paid preparer
Yes

Preparer

Firm
Surace & Stanton LLC
Address
1974 SPROUL ROAD STE 208, BROOMALL, PA 19008
Preparer
Joseph Stanton CPA
Phone
4846536380
Raw XML Appendix320 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/AddressLine1Txt06255 KILBY ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0HARRISON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd045030
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GENESIS AT WORK FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PSPCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 (C) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501 (C) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04555 LAKE FOREST DRIVE SUITE 650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1350 E ERIE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119134
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
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/AppliedToCurrentYearAmt060
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09940
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09444
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt09384
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09940
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0206
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt1479
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1DUE TO KAPLAN INDUSTRIES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0123
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt1683
TaxesSchedule/TaxesDetail/Amt0123
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RITA KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08002578299
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-03
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 208
ReturnHeader/Filer/USAddress/CityNm0BROOMALL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019008
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0233024745
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SURACE & STANTON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01974 SPROUL ROAD STE 208
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOMALL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019008
ReturnHeader/PreparerPersonGrp/PhoneNum04846536380
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH STANTON CPA
ReturnHeader/ReturnTs02024-07-23T09:25:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RITA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KAPLAN
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$95,841
Liabilities
$806
Net assets
$95,035
Revenue
$8,827
Expenses
$12,698
Net income
-$3,871
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.03$0.01$1.02$0.21$0.14$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.96$0.01$0.95$0.09$0.13$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.00$0.01$0.99$0.15$0.13$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.97$0.20$0.13$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.90$0.17$0.12$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.05$0.10$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.06$0.11$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.04$0.95$0.07$0.11$0.04
2016Summary only. Only limited summary data is available for this year.$1.10$0.05$0.01$0.11$0.10
2015Summary only. Only limited summary data is available for this year.$1.20$0.06$0.15$0.10$0.05
2014Summary only. Only limited summary data is available for this year.$1.16$0.07$0.04$0.10$0.06
2013Summary only. Only limited summary data is available for this year.$1.22$0.07$0.03$0.08$0.05
2012Summary only. Only limited summary data is available for this year.$1.27$0.07$0.12$0.10$0.02