Civic Intelligence

Kaplan-Loring Foundation Inc.

990PF • Fiscal year 2020 • EIN 26-2485206

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization Profile
PO Box 2489Toluca Lake, CA 91610

(818) 298-0106

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

2nd percentile

-556%

Higher net margin than 2% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

47th percentile

$6,250

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 75.4% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

17th percentile

-4.7%

Faster asset growth than 17% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,338,738

Down $66,271 (-4.7%) from 2019

Net Assets

Down

$1,338,738

Down $46,271 (-3.3%) from 2019

Liabilities

Down

$0

Down $20,000 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin2nd percentile

Revenue

Down

$8,290

Down $296,065 (-97%) from 2019

Expenses

Down

$54,390

Down $13,240 (-20%) from 2019

Net Income

Down

-$46,100

Down $282,825 (-119%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$1.5M$1.0M$500K$0Assets 2017: $596,151Liabilities 2017: $0Net Assets 2017: $596,1512017Assets 2018: $1,252,340Liabilities 2018: $0Net Assets 2018: $1,252,3402018Assets 2019: $1,405,009Liabilities 2019: $20,000Net Assets 2019: $1,385,0092019Assets 2020: $1,338,738Liabilities 2020: $0Net Assets 2020: $1,338,7382020Assets 2021: $1,415,700Liabilities 2021: $0Net Assets 2021: $1,415,7002021Assets 2022: $1,368,102Liabilities 2022: $0Net Assets 2022: $1,368,1022022Assets 2023: $1,325,658Liabilities 2023: $0Net Assets 2023: $1,325,6582023Assets 2024: $622,853Liabilities 2024: $0Net Assets 2024: $622,8532024

Highlighted filing

2020

Assets$1,338,738
Liabilities$0
Net Assets$1,338,738
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

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

$600K$400K$200K$0-$200KRevenue 2017: $196,515Expenses 2017: $51,531Net Income 2017: $144,9842017Revenue 2018: $567,434Expenses 2018: $69,459Net Income 2018: $497,9752018Revenue 2019: $304,355Expenses 2019: $67,630Net Income 2019: $236,7252019Revenue 2020: $8,290Expenses 2020: $54,390Net Income 2020: -$46,1002020Revenue 2021: $110,962Expenses 2021: $34,000Net Income 2021: $76,9622021Revenue 2022: $14,406Expenses 2022: $62,004Net Income 2022: -$47,5982022Revenue 2023: $22,326Expenses 2023: $64,770Net Income 2023: -$42,4442023Revenue 2024: $1,421Expenses 2024: $56,511Net Income 2024: -$55,0902024

Highlighted filing

2020

Revenue$8,290
Expenses$54,390
Net Income-$46,100
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH HOLTOfficerPT$6,250-$6,250
Filing and Contact Details

Filer

Filer Name
Kaplan-loring Foundation
EIN
26-2485206
Phone
8182980106
Address
PO BOX 2489, TOLUCA LAKE, CA 91610

Signing Officer

Name
Steven Carter
Title
Trustee
Phone
8182980106
Signed
2021-11-10

Preparer

Firm
SMITH & LOVELL CPAs
Address
355 C Inverness Dr S, Englewood, CO 80112
Preparer
Mallory Smith
Phone
3037907611
Raw XML Appendix347 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4N HOLLYWOOD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1900519727
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2916022618
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd391307
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt039950
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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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt069520
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt037825
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01331
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01331
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0115345
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt069520
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt037825
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08000
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0116676
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0108676
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt037825
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0KAPLAN'S KORNER (6 EPISODE WEB-SERIES)
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt037825
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt037825
OtherDecreasesSchedule/OtherDecreasesDetail/Amt089
OtherDecreasesSchedule/OtherDecreasesDetail/Amt182
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0STATE INCOME TAX PAID (CA)
OtherDecreasesSchedule/OtherDecreasesDetail/Desc150% MEALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc050% MEALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1AUTO/GAS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES - CHASE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4KAPLAN'S "4-WALL" SCREEN/PROMOTION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5LICENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7OFFICE/BOARD MEETING SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9STORAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10WEBSITE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt083
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt141
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt530
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt63189
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt10827
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03258
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt020000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO DWIGHT GLODELL (BOUGHT 60K NTECH SHARES FOR $66K AND HAVE PAID $46K)
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt0100000
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0RICH MEDIA EXCHANGE LLC
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08182980106
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPLAN-LORING FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KAPL
ReturnHeader/Filer/EIN0262485206
ReturnHeader/Filer/PhoneNum08182980106
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2489
ReturnHeader/Filer/USAddress/CityNm0TOLUCA LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091610
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH & LOVELL CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0355 C Inverness Dr S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Englewood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080112
ReturnHeader/PreparerPersonGrp/PhoneNum03037907611
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MALLORY SMITH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-15T09:19:52-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARTER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,338,738
Liabilities
$0
Net assets
$1,338,738
Revenue
$8,290
Expenses
$54,390
Net income
-$46,100
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.00$0.62$0.00$0.06$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.02$0.06$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.01$0.06$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$0.11$0.03$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.01$0.05$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.02$1.39$0.30$0.07$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.57$0.07$0.50
2017Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.20$0.05$0.14
Peer Organizations

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