Civic Intelligence

The Kaplen Foundation

990PF • Fiscal year 2013 • EIN 22-6048152

Aug 01, 2012 to Jul 31, 2013 • Filed on Jun 16, 2014

Organization Profile
PO Box 79207670
Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

Higher debt load relative to assets than 54% of similar nonprofits.

2013 filings • NTEE T • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

29th percentile

$84,800

Higher top officer pay than 29% of similar nonprofits.

2013 filings • $25M-$50M nonprofits • Source year 2013

Asset Growth

1st percentile

-60%

Faster asset growth than 1% of similar nonprofits.

2013 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$45,116,001

Down $66,973,046 (-60%) from 2012

Net Assets

Down

$45,112,767

Down $66,973,046 (-60%) from 2012

Liabilities

Flat

$3,234

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$6,766,801

Down $579,091 (-7.9%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$150M$100M$50M$0Assets 2011: $125,750,273Liabilities 2011: $3,2342011Assets 2012: $112,089,047Liabilities 2012: $3,234Net Assets 2012: $112,085,8132012Assets 2013: $45,116,001Liabilities 2013: $3,234Net Assets 2013: $45,112,7672013Assets 2014: $41,535,122Liabilities 2014: $3,234Net Assets 2014: $41,531,8882014Assets 2015: $40,950,446Liabilities 2015: $3,234Net Assets 2015: $40,947,2122015Assets 2019: $71,971,990Liabilities 2019: $3,234Net Assets 2019: $71,968,7562019Assets 2020: $69,105,773Liabilities 2020: $0Net Assets 2020: $69,105,7732020Assets 2021: $69,815,090Liabilities 2021: $0Net Assets 2021: $69,815,0902021Assets 2022: $67,021,821Liabilities 2022: $0Net Assets 2022: $67,021,8212022Assets 2023: $62,226,199Liabilities 2023: $0Net Assets 2023: $62,226,1992023Assets 2024: $56,478,634Liabilities 2024: $0Net Assets 2024: $56,478,6342024Assets 2025: $61,859,792Liabilities 2025: $2,093Net Assets 2025: $61,857,6992025

Highlighted filing

2013

Assets$45,116,001
Liabilities$3,234
Net Assets$45,112,767
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$10M$0-$10MRevenue 2011: $10,099,706Expenses 2011: $6,720,766Net Income 2011: $3,378,9402011Expenses 2012: $7,345,8922012Expenses 2013: $6,766,8012013Revenue 2014: $2,442,514Expenses 2014: $6,345,142Net Income 2014: -$3,902,6282014Revenue 2015: $2,547,689Expenses 2015: $2,917,040Net Income 2015: -$369,3512015Revenue 2019: $6,636,679Expenses 2019: $4,678,338Net Income 2019: $1,958,3412019Revenue 2020: $3,858,617Expenses 2020: $6,548,088Net Income 2020: -$2,689,4712020Revenue 2021: $7,697,742Expenses 2021: $7,816,912Net Income 2021: -$119,1702021Revenue 2022: $5,386,900Expenses 2022: $7,607,968Net Income 2022: -$2,221,0682022Revenue 2023: $3,145,497Expenses 2023: $8,574,476Net Income 2023: -$5,428,9792023Revenue 2024: $2,399,080Expenses 2024: $8,464,826Net Income 2024: -$6,065,7462024Revenue 2025: $14,541,985Expenses 2025: $6,342,284Net Income 2025: $8,199,7012025

Highlighted filing

2013

Revenue-
Expenses$6,766,801
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2012 to Jul 31, 2013
Signed
Jun 16, 2014
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy SutherlandTrusteeFT$84,800-$84,800
Margaret KaplenTrustee/ManagerFT$58,300-$58,300
Andrew V Schnurr JrTrustee-$0$2,500$2,500
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-General SupportPublicAnytown, NY, US$5,829,020
Filing and Contact Details

Filer

EIN
22-6048152
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Foundation
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02012270722
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO Box 792
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Tenafly
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NJ
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode007670
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05829020
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0General Support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0See Contribution Schedule Attached
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10123 Any Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Anytown
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode000000
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear05829020
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear03303671
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted03303671
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10391423
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear301145330
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear403032621
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5049295
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5049295
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear07441538
IRS990PF/UndistributedIncome/ExcessFromCurrentYear02872164
IRS990PF/UndistributedIncome/ExcessFromYear10391423
IRS990PF/UndistributedIncome/ExcessFromYear301145330
IRS990PF/UndistributedIncome/ExcessFromYear403032621
IRS990PF/UndistributedIncome/QualifyingDistributions06175835
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus02872164
IRS990PF/UndistributedIncome/TotalCorpus07490833
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover04618669
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LegalFeesSchedule/LegalFees/AdjustedNetIncome00
LegalFeesSchedule/LegalFees/Amount013610
LegalFeesSchedule/LegalFees/Category0Archer & Greiner, PC
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps00
LegalFeesSchedule/LegalFees/NetInvestmentIncome013610
OtherAssetsSchedule/OtherAssets/BOYBookValue02000
OtherAssetsSchedule/OtherAssets/Description0Security Deposit
OtherAssetsSchedule/OtherAssets/Description1Security Deposit
OtherAssetsSchedule/OtherAssets/EOYBookValue02000
OtherAssetsSchedule/OtherAssets/EOYFMV02000
OtherDecreasesSchedule/OtherDecreases/Amount071026655
OtherDecreasesSchedule/OtherDecreases/Description0Spin off of Assets to Kaplen Bros Fund
OtherExpensesSchedule/OtherExpenses/Description0Telephone
OtherExpensesSchedule/OtherExpenses/Description1Postage
OtherExpensesSchedule/OtherExpenses/Description2Office Supplies & Expense
OtherExpensesSchedule/OtherExpenses/Description3Miscellaneous
OtherExpensesSchedule/OtherExpenses/Description4Internet Service Provider
OtherExpensesSchedule/OtherExpenses/Description5Insurance
OtherExpensesSchedule/OtherExpenses/Description6Hospitalization Insurance
OtherExpensesSchedule/OtherExpenses/Description7Electric
OtherExpensesSchedule/OtherExpenses/Description8Auto
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps05870
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps11170
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps21829
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps321839
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps42650
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps55860
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps634930
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps71986
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps8169
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks05870
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks11170
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks21829
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks321839
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks42650
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks55860
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks634930
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks71986
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks8169
OtherIncomeSchedule2/OtherIncome/Description0Other Investment Income
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks062657
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0562796
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome0562796
TaxesSchedule/Taxes/Amount03
TaxesSchedule/Taxes/Amount18675
TaxesSchedule/Taxes/Amount260000
TaxesSchedule/Taxes/Category0NJ State UI/DB
TaxesSchedule/Taxes/Category1FICA & Medicare
TaxesSchedule/Taxes/Category2990 PF
TaxesSchedule/Taxes/DisbursementsCharitablePrps0-3
TaxesSchedule/Taxes/DisbursementsCharitablePrps18675
TaxesSchedule/Taxes/DisbursementsCharitablePrps260000
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0226048152
ReturnHeader/Filer/Name/BusinessNameLine10THE KAPLEN FOUNDATION
ReturnHeader/Filer/NameControl0KAPL
ReturnHeader/Filer/Phone02012270722
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 792
ReturnHeader/Filer/USAddress/City0TENAFLY
ReturnHeader/Filer/USAddress/State0NJ
ReturnHeader/Filer/USAddress/ZIPCode007670
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-06-16
ReturnHeader/Officer/Name0Andrew V Schnurr Jr
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Andrew V Schnurr

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,116,001
Liabilities
$3,234
Net assets
$45,112,767
Revenue
-
Expenses
$6,766,801
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.9$0.00$61.9$14.5$6.34$8.20
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.5$0.00$56.5$2.40$8.46$6.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.2$0.00$62.2$3.15$8.57$5.43
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.0$0.00$67.0$5.39$7.61$2.22
2021Detailed filing. Detailed filing data is available for this year.$69.8$0.00$69.8$7.70$7.82$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.1$0.00$69.1$3.86$6.55$2.69
2019Detailed filing. Detailed filing data is available for this year.$72.0$0.00$72.0$6.64$4.68$1.96
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.0$0.00$40.9$2.55$2.92$0.37
2014Detailed filing. Detailed filing data is available for this year.$41.5$0.00$41.5$2.44$6.35$3.90
2013Detailed filing. Detailed filing data is available for this year.$45.1$0.00$45.1$6.77
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$112$0.00$112$7.35
2011Summary only. Only limited summary data is available for this year.$126$0.00$10.1$6.72$3.38