Civic Intelligence

Kaplan-Loring Foundation Inc.

990PF • Fiscal year 2022 • EIN 26-2485206

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 28, 2023

Organization Profile
PO Box 2489Toluca Lake, CA 91610

(818) 846-2246

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

3rd percentile

-330%

Higher net margin than 3% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

37th percentile

-3.4%

Faster asset growth than 37% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-87%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,368,102

Down $47,598 (-3.4%) from 2021

Net Assets

Down

$1,368,102

Down $47,598 (-3.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin3rd percentile

Revenue

Down

$14,406

Down $96,556 (-87%) from 2021

Expenses

Up

$62,004

Up $28,004 (+82%) from 2021

Net Income

Down

-$47,598

Down $124,560 (-162%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2022

Assets$1,368,102
Liabilities$0
Net Assets$1,368,102
Open 2022 Filing

Operations Trend

Revenue Growth3rd 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

2022

Revenue$14,406
Expenses$62,004
Net Income-$47,598
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 28, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA BALLANTINEPresident-$0--
STEVE NEVILSecretary-$0--
STEVEN CARTERTreasurer-$0--
JEANINE ANDERSONVice President-$0--
Filing and Contact Details

Filer

Filer Name
Kaplan-loring Foundation
EIN
26-2485206
Phone
8188462246
Address
PO BOX 2489, TOLUCA LAKE, CA 91610

Signing Officer

Name
Sara Ballantine
Title
President
Signed
2023-07-28
Discuss with paid preparer
Yes

Preparer

Firm
Corby and Corby an Accountancy Corp
Address
9133 S LA CIENEGA BLVD STE 260, INGLEWOOD, CA 90301
Preparer
Randolph P Corby
Phone
3108290074
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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/AddressLine1Txt41778 ORCHID AVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1STUDIO CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2VAN NUYS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4HOLLYWOOD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd393035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd490028
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028806
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt069520
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt018807
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0129501
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt069520
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt061980
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt096327
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt037825
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0KAPLAN'S KORNER ( 6 EPISODE WEB- SERIES)
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt037825
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PENALTIES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1276
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt235
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt36140
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2276
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt335
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt46140
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08717
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OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/PersonNm0RICH MEDIA EXCHANGE LLC
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TaxesSchedule/TaxesDetail/Amt072
TaxesSchedule/TaxesDetail/Amt1375
TaxesSchedule/TaxesDetail/CategoryTxt0IRS EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1SECRETARY OF STATE FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0375
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARA BALLANTINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-28
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ReturnHeader/Filer/EIN0262485206
ReturnHeader/Filer/PhoneNum08188462246
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2489
ReturnHeader/Filer/USAddress/CityNm0TOLUCA LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091610
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953899635
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CORBY AND CORBY AN ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09133 S LA CIENEGA BLVD STE 260
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INGLEWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090301
ReturnHeader/PreparerPersonGrp/PhoneNum03108290074
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDOLPH P CORBY
ReturnHeader/ReturnTs02023-07-28T11:16:51-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BALLANTINE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,368,102
Liabilities
$0
Net assets
$1,368,102
Revenue
$14,406
Expenses
$62,004
Net income
-$47,598
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