Civic Intelligence

Kaplan Family Charitable Trust 08-01-91

990PF • Fiscal year 2020 • EIN 23-7667825

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
125A Seminary Road No 133Auburndale, MA 02446

(617) 244-0139

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

5th percentile

-324%

Higher net margin than 5% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

$79,264

No earlier filing loaded for comparison.

Net Assets

$79,264

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin5th percentile

Revenue

$1,329

No earlier filing loaded for comparison.

Expenses

$5,630

No earlier filing loaded for comparison.

Net Income

-$4,301

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$80K$60K$40K$20K$0Assets 2020: $79,264Liabilities 2020: $0Net Assets 2020: $79,2642020Assets 2021: $74,684Liabilities 2021: $0Net Assets 2021: $74,6842021Assets 2022: $66,027Liabilities 2022: $0Net Assets 2022: $66,0272022Assets 2023: $56,280Liabilities 2023: $0Net Assets 2023: $56,2802023Assets 2024: $51,119Liabilities 2024: $0Net Assets 2024: $51,1192024

Highlighted filing

2020

Assets$79,264
Liabilities$0
Net Assets$79,264
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0-$10KRevenue 2020: $1,329Expenses 2020: $5,630Net Income 2020: -$4,3012020Revenue 2021: $1,367Expenses 2021: $5,947Net Income 2021: -$4,5802021Revenue 2022: $11,374Expenses 2022: $20,031Net Income 2022: -$8,6572022Revenue 2023: $9,332Expenses 2023: $19,079Net Income 2023: -$9,7472023Revenue 2024: $6,259Expenses 2024: $11,420Net Income 2024: -$5,1612024

Highlighted filing

2020

Revenue$1,329
Expenses$5,630
Net Income-$4,301
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEROME KAPLANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Kaplan Family Charitable Trust
EIN
23-7667825
Phone
6172440139
Address
125A SEMINARY ROAD NO 133, AUBURNDALE, MA 02446

Signing Officer

Name
Jerome Kaplan
Title
Trustee
Phone
6172440139
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Prague & Company Pc
Address
15 WALNUT STREET STE 150, WELLESLEY, MA 02481
Preparer
Andrew P Prague CPA
Phone
7812375555
Raw XML Appendix306 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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/ReturnTs02021-11-15T20:43:23-06:00
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ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

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

Open filing
Assets
$79,264
Liabilities
$0
Net assets
$79,264
Revenue
$1,329
Expenses
$5,630
Net income
-$4,301
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$51.1$0.00$51.1$6.26$11.4$5.16
2023Detailed filing. Detailed filing data is available for this year.$56.3$0.00$56.3$9.33$19.1$9.75
2022Detailed filing. Detailed filing data is available for this year.$66.0$0.00$66.0$11.4$20.0$8.66
2021Detailed filing. Detailed filing data is available for this year.$74.7$0.00$74.7$1.37$5.95$4.58
2020Detailed filing. Detailed filing data is available for this year.$79.3$0.00$79.3$1.33$5.63$4.30