Civic Intelligence

The Kaplen Foundation

990PF • Fiscal year 2020 • EIN 22-6048152

Aug 01, 2019 to Jul 31, 2020 • Filed on Dec 22, 2020

Organization Profile
PO Box 792Tenafly, NJ 07670

(201) 227-0722

Siviq Scores

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

Liabilities / Assets

50th percentile

0.00x

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

2020 filings • NTEE T • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

46th percentile

0.00x

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

2020 filings • NTEE T • $50M-$100M nonprofits • Source year 2020

Net Margin

19th percentile

-70%

Higher net margin than 19% of similar nonprofits.

2020 filings • NTEE T • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

60th percentile

$95,069

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2020 filings • NTEE T • $50M-$100M nonprofits • Source year 2020

Asset Growth

14th percentile

-4.0%

Faster asset growth than 14% of similar nonprofits.

2020 filings • NTEE T • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-42%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • NTEE T • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$69,105,773

Down $2,866,217 (-4.0%) from 2019

Net Assets

Down

$69,105,773

Down $2,862,983 (-4.0%) from 2019

Liabilities

Down

$0

Down $3,234 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin19th percentile

Revenue

Down

$3,858,617

Down $2,778,062 (-42%) from 2019

Expenses

Up

$6,548,088

Up $1,869,750 (+40%) from 2019

Net Income

Down

-$2,689,471

Down $4,647,812 (-237%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2020

Assets$69,105,773
Liabilities$0
Net Assets$69,105,773
Open 2020 Filing

Operations Trend

Revenue Growth19th percentile

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

2020

Revenue$3,858,617
Expenses$6,548,088
Net Income-$2,689,471
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Dec 22, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy SutherlandTrustee / SecretaryFT$95,069-$95,069
Margaret KaplenTrustee / PresidentFT$58,300-$58,300
Peter G TateTrustee / Vice President-$2,000-$2,000
James TateTrustee / Vice President-$2,000-$2,000
Andrew V Schnurr JrTrustee / Vice President-$500-$500
Filing and Contact Details

Filer

Filer Name
The Kaplen Foundation
EIN
22-6048152
Phone
2012270722
Address
PO Box 792, Tenafly, NJ 07670

Signing Officer

Name
Margaret Kaplen
Title
President
Signed
2020-12-22
Discuss with paid preparer
Yes

Preparer

Firm
Fred W Camin III CPA
Address
191 Washington Avenue, Garden City, NY 11530
Preparer
Fred Camin
Phone
5165659080
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt80128400
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8326777
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8568277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm045 shares of Autozone Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1975 shares of Diageo PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22555 shares of Heineken NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32091 shares of Nestle S.A.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42402 shares of Unilever NV New York Shares New
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51080 shares of American Express Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61569 shares of Bank New York Mellon Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71 shares of Berkshire Hathaway Inc Del
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84379 shares of Wells Fargo
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91380 shares of Johnson Johnson
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101482 shares of Novartis AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116275 shares of CNH Industrial NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12391 shares of 3M Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131200 shares of Cisco System Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1472 shares of Alphabet Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1566354 shares of Vanguard Dividend Growth Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm166983 shares of Vanguard Index TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1713333 shares of Vanguard FD Total Intl
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm184340 shares of Canada Goose Holdings
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm194794 shares of Ollie s Bargain Outlet Holdings
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm205665 shares of Petiq Inc

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,105,773
Liabilities
$0
Net assets
$69,105,773
Revenue
$3,858,617
Expenses
$6,548,088
Net income
-$2,689,471
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
2020Detailed filing. Detailed filing data is available for this year.$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