Civic Intelligence

The Judi Kaplan Foundation Inc

990PF • Fiscal year 2016 • EIN 26-1278780

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 09, 2017

21600 Oxnard Street No 500Woodland Hills, CA 91367

(818) 587-3730

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

7th percentile

-107%

Higher net margin than 7% 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

37th percentile

-4.4%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

7th percentile

-64%

Faster revenue growth than 7% of similar nonprofits.

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

Assets

Down

$279,981

Down $12,816 (-4.4%) from 2015

Net Assets

Down

$279,981

Down $12,816 (-4.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$11,746

Down $20,794 (-64%) from 2015

Expenses

Down

$24,258

Down $187 (-0.8%) from 2015

Net Income

Down

-$12,512

Down $20,607 (-255%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2014: $284,961Liabilities 2014: $0Net Assets 2014: $284,9612014Assets 2015: $292,797Liabilities 2015: $0Net Assets 2015: $292,7972015Assets 2016: $279,981Liabilities 2016: $0Net Assets 2016: $279,9812016Assets 2017: $267,296Liabilities 2017: $0Net Assets 2017: $267,2962017Assets 2018: $255,955Liabilities 2018: $0Net Assets 2018: $255,9552018Assets 2019: $244,232Liabilities 2019: $0Net Assets 2019: $244,2322019Assets 2020: $249,338Liabilities 2020: $0Net Assets 2020: $249,3382020Assets 2021: $241,933Liabilities 2021: $0Net Assets 2021: $241,9332021Assets 2022: $230,660Liabilities 2022: $0Net Assets 2022: $230,6602022Assets 2023: $230,308Liabilities 2023: $0Net Assets 2023: $230,3082023Assets 2024: $188,050Liabilities 2024: $0Net Assets 2024: $188,0502024

Highlighted filing

2016

Assets$279,981
Liabilities$0
Net Assets$279,981

Operations Trend

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

$40K$20K$0-$20KRevenue 2014: $21,486Expenses 2014: $27,010Net Income 2014: -$5,5242014Revenue 2015: $32,540Expenses 2015: $24,445Net Income 2015: $8,0952015Revenue 2016: $11,746Expenses 2016: $24,258Net Income 2016: -$12,5122016Revenue 2017: $6,587Expenses 2017: $20,399Net Income 2017: -$13,8122017Revenue 2018: $11,214Expenses 2018: $21,305Net Income 2018: -$10,0912018Revenue 2019: $16,567Expenses 2019: $27,964Net Income 2019: -$11,3972019Revenue 2020: $13,865Expenses 2020: $8,861Net Income 2020: $5,0042020Revenue 2021: $17,675Expenses 2021: $25,127Net Income 2021: -$7,4522021Revenue 2022: $7,390Expenses 2022: $18,387Net Income 2022: -$10,9972022Revenue 2023: $4,948Expenses 2023: $5,300Net Income 2023: -$3522023Revenue 2024: $2,432Expenses 2024: $12,244Net Income 2024: -$9,8122024

Highlighted filing

2016

Revenue$11,746
Expenses$24,258
Net Income-$12,512
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 9, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDI KAPLANPresident & Director-$0--
CARRIE LEVYSecretary & Chief Financia-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTEMPLE JUDEACULTURAL AND RELIGIOUS AWARENESSPUBLIC CHARITYTARZANA, CA, US$5,494
Paid GrantHAROLD AND CAROLE PUMP FOUNDATIONMEDICAL RESEARCHPUBLIC CHARITYSHERMAN OAKS, CA, US$5,000
Paid GrantTHE JEWISH FEDERATIONCULTURAL AND RELIGIOUS AWARENESSPUBLIC CHARITYLOS ANGELES, CA, US$5,000
Paid GrantBARLOW FUNDATIONMEDICAL RESEARCHPUBLIC CHARITYLOS ANGELES, CA, US$2,000
Paid GrantAIDS LIFE CYCLEMEDICAL RESEARCHPUBLIC CHARITYSAN FRANCISCO, CA, US$1,000
Paid GrantSABAN COMMUNITY CLINICHEALTHCARE SERVICESPUBLIC CHARITYLOS ANGELES, CA, US$500
Paid GrantSTOP CANCERMEDICAL RESEARCHPUBLIC CHARITYLOS ANGELES, CA, US$400
Filing and Contact Details

Filer

Filer Name
The Judi Kaplan Foundation Inc
EIN
26-1278780
Phone
8185873730
Address
21600 OXNARD STREET NO 500, WOODLAND HILLS, CA 91367

Signing Officer

Name
Judi Kaplan
Title
President
Phone
8185873730
Signed
2017-10-09
Discuss with paid preparer
Yes

Preparer

Firm
Meloni Hribal Tratner Llp
Address
21600 OXNARD STREET 500, WOODLAND HILLS, CA 91367
Preparer
Kenneth Tratner
Phone
8185873730
Raw XML Appendix358 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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AppliedToPriorYearElection/ElectionDesc0UNDER REGULATIONS SECTION 53.4942(A)-3, THE JUDI KAPLAN FOUNDATION MADE IN 2011 THE ELECTION TO HAVE QUALIFYING DISTRIBUTIONS MADE OUT OF UNDISTRIBUTED INCOME OF PRIOR YEARS.
DistributionFromCorpusElection/ElectionDesc0UNDER REGULATIONS SECTION 53.4942(A)-3, THE JUDI KAPLAN FOUNDATION MADE IN 2011 THE ELECTION TO HAVE QUALIFYING DISTRIBUTIONS MADE OUT OF UNDISTRIBUTED INCOME OF PRIOR YEARS.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CULTURAL AND RELIGIOUS AWARENESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CULTURAL AND RELIGIOUS AWARENESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6HEALTHCARE SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AIDS LIFE CYCLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HAROLD AND CAROLE PUMP FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BARLOW FUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3STOP CANCER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4TEMPLE JUDEA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5THE JEWISH FEDERATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6SABAN COMMUNITY CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01035 MARKET STREET SUITE 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt113636 VENTURA BLVD SUITE 416
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22000 STADIUM WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32566 OVERLAND AVENUE SUITE 790
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt45429 LINDLEY AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt56505 WILSHIRE BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt68405 BEVERLY BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SHERMAN OAKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4TARZANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd191423
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290026
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3900643371
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd491356
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd590048
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd690048
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019394
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/AppliedToCurrentYearAmt013712
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013712
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04111
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02157
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011950
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05682
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04111
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02157
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019394
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05682
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011950
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06268
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02938
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02938
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0304
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FMV ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
TaxesSchedule/TaxesDetail/Amt060
TaxesSchedule/TaxesDetail/CategoryTxt0FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt060
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDI KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08185873730
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JUDI KAPLAN FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MELONI HRIBAL TRATNER LLP
ReturnHeader/Filer/BusinessNameControlTxt0JUDI
ReturnHeader/Filer/EIN0261278780
ReturnHeader/Filer/PhoneNum08185873730
ReturnHeader/Filer/USAddress/AddressLine1Txt021600 OXNARD STREET NO 500
ReturnHeader/Filer/USAddress/CityNm0WOODLAND HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091367
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0ECBAAAFCEE4A1198E581F2AD83DB9E7E048C1B55
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CA914E50DFE0D893C447AD451C8AAB9AA498246D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0198.101.106.146
ReturnHeader/FilingSecurityInformation/IPDt02017-10-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm018:50:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954649521
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MELONI HRIBAL TRATNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021600 OXNARD STREET 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODLAND HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091367
ReturnHeader/PreparerPersonGrp/PhoneNum08185873730
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH TRATNER
ReturnHeader/ReturnTs02017-10-13T16:02:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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