Civic Intelligence

The Saul and Bernardine Kaplan Foundation

990PF • Fiscal year 2016 • EIN 23-2831053

Oct 01, 2015 to Sep 30, 2016 • Filed on Feb 10, 2017

Organization Profile
1329 Flat Rock RoadPenn Valley, PA 19072

(570) 347-3377

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

6th percentile

-132%

Higher net margin than 6% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

33rd percentile

-6.3%

Faster asset growth than 33% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-82%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$439,462

Down $29,740 (-6.3%) from 2015

Net Assets

Down

$439,462

Down $29,740 (-6.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin6th percentile

Revenue

Down

$22,561

Down $104,057 (-82%) from 2015

Expenses

Down

$52,301

Down $5,071 (-8.8%) from 2015

Net Income

Down

-$29,740

Down $98,986 (-143%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$600K$400K$200K$0Assets 2011: $317,663Liabilities 2011: $02011Assets 2012: $298,165Liabilities 2012: $0Net Assets 2012: $298,1652012Assets 2013: $343,863Liabilities 2013: $0Net Assets 2013: $343,8632013Assets 2014: $399,956Liabilities 2014: $02014Assets 2015: $469,202Liabilities 2015: $0Net Assets 2015: $469,2022015Assets 2016: $439,462Liabilities 2016: $0Net Assets 2016: $439,4622016Assets 2017: $430,432Liabilities 2017: $0Net Assets 2017: $430,4322017Assets 2018: $415,510Liabilities 2018: $0Net Assets 2018: $415,5102018Assets 2019: $434,035Liabilities 2019: $0Net Assets 2019: $434,0352019Assets 2020: $462,548Liabilities 2020: $0Net Assets 2020: $462,5482020Assets 2021: $464,541Liabilities 2021: $0Net Assets 2021: $464,5412021Assets 2022: $429,674Liabilities 2022: $0Net Assets 2022: $429,6742022Assets 2023: $382,541Liabilities 2023: $0Net Assets 2023: $382,5412023Assets 2024: $342,657Liabilities 2024: $0Net Assets 2024: $342,6572024Assets 2025: $316,457Liabilities 2025: $0Net Assets 2025: $316,4572025

Highlighted filing

2016

Assets$439,462
Liabilities$0
Net Assets$439,462
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $109,864Expenses 2011: $50,452Net Income 2011: $59,4122011Expenses 2012: $29,8642012Expenses 2013: $70,5472013Revenue 2014: $117,693Expenses 2014: $61,600Net Income 2014: $56,0932014Revenue 2015: $126,618Expenses 2015: $57,372Net Income 2015: $69,2462015Revenue 2016: $22,561Expenses 2016: $52,301Net Income 2016: -$29,7402016Revenue 2017: $32,232Expenses 2017: $41,262Net Income 2017: -$9,0302017Revenue 2018: $15,376Expenses 2018: $30,298Net Income 2018: -$14,9222018Revenue 2019: $43,305Expenses 2019: $24,780Net Income 2019: $18,5252019Revenue 2020: $65,294Expenses 2020: $36,978Net Income 2020: $28,3162020Revenue 2021: $61,725Expenses 2021: $59,925Net Income 2021: $1,8002021Revenue 2022: $45,123Expenses 2022: $79,990Net Income 2022: -$34,8672022Revenue 2023: $42,054Expenses 2023: $89,187Net Income 2023: -$47,1332023Revenue 2024: $51,922Expenses 2024: $91,806Net Income 2024: -$39,8842024Revenue 2025: $51,169Expenses 2025: $77,369Net Income 2025: -$26,2002025

Highlighted filing

2016

Revenue$22,561
Expenses$52,301
Net Income-$29,740
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Feb 10, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAUL KAPLANPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-UNITED JEWISH CAMPAIGNNON-PROFITSCRANTON, PA, US$26,100
Paid Grant-PROGRAM SERVICESNON-PROFITSCRANTON, PA, US$20,000
Filing and Contact Details

Filer

Filer Name
The Saul and Bernardine Kaplan
EIN
23-2831053
Phone
5703473377
Address
1329 FLAT ROCK ROAD, PENN VALLEY, PA 19072

Signing Officer

Name
Saul Kaplan
Title
President
Phone
5703473377
Signed
2017-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Ginader Jones & Co Llp
Address
1 HIGHLANDS BOULEVARD SUITE 201, ARCHBALD, PA 18403-1506
Preparer
Eric D Davis
Phone
5703473377
Raw XML Appendix339 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/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ERIC DAVIS CPA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01 HIGHLANDS BOULEVARD SUITE 201
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ARCHBALD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd018403
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05703473377
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt026100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNITED JEWISH CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROGRAM SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0JEWISH FEDERATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1SCRANTON HEBREW DAY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0601 JEFFERSON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1530 MONROE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SCRANTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SCRANTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd018510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd118510
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt046100
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt028604
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028604
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt023929
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt032943
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt048297
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011556
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt033785
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt033785
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0134221
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt017496
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt023929
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt032943
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt048297
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011556
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt046100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt017496
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0168006
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0150510
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05067
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05067
TaxesSchedule/TaxesDetail/Amt0134
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAUL KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05703473377
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SAUL AND BERNARDINE KAPLAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAUL
ReturnHeader/Filer/EIN0232831053
ReturnHeader/Filer/PhoneNum05703473377
ReturnHeader/Filer/USAddress/AddressLine1Txt01329 FLAT ROCK ROAD
ReturnHeader/Filer/USAddress/CityNm0PENN VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019072
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231925864
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GINADER JONES & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 HIGHLANDS BOULEVARD SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARCHBALD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0184031506
ReturnHeader/PreparerPersonGrp/PhoneNum05703473377
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC D DAVIS
ReturnHeader/ReturnTs02017-02-13T07:47:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$439,462
Liabilities
$0
Net assets
$439,462
Revenue
$22,561
Expenses
$52,301
Net income
-$29,740
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.51$0.77$0.26
2024Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.52$0.92$0.40
2023Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.42$0.89$0.47
2022Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.45$0.80$0.35
2021Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.62$0.60$0.02
2020Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.65$0.37$0.28
2019Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.43$0.25$0.19
2018Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.15$0.30$0.15
2017Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.32$0.41$0.09
2016Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.23$0.52$0.30
2015Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$1.27$0.57$0.69
2014Summary only. Only limited summary data is available for this year.$4.00$0.00$1.18$0.62$0.56
2013Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.71
2012Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.30
2011Summary only. Only limited summary data is available for this year.$3.18$0.00$1.10$0.50$0.59