Civic Intelligence

Kaplan Family Foundation

EIN 36-4335102 • Chicago, IL

4 E Elm St Unit 18SChicago, IL 60611
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

48th percentile

0.00x

Higher debt load relative to assets than 48% of similar nonprofits.

$500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

60th percentile

0.02x

Higher debt load relative to revenue than 60% of similar nonprofits.

$500k-$1M nonprofits • Source year 2022

Net Margin

19th percentile

-22%

Higher net margin than 19% of similar nonprofits.

$500k-$1M nonprofits • Source year 2022

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2017

Asset Growth

9th percentile

-26%

Faster asset growth than 9% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

31st percentile

-3.9%

Faster revenue growth than 31% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets48th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$729,835

Down $56,020 (-7.1%) from 2023

Liabilities

Flat

$1,742

Flat from 2023

Net Assets

Down

$728,093

Down $56,020 (-7.1%) from 2023

Operations
Liabilities / Revenue60th percentileNet Margin19th percentile

Revenue

Down

$30,319

Down $9,000 (-23%) from 2023

Expenses

Down

$39,134

Down $5,615 (-13%) from 2023

Net Income

Down

-$8,815

Down $3,385 (-62%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2012: $82,662Liabilities 2012: $1,727Net Assets 2012: $80,9352012Assets 2013: $40,611Liabilities 2013: $1,727Net Assets 2013: $38,8842013Assets 2014: $41,752Liabilities 2014: $1,727Net Assets 2014: $40,0252014Assets 2015: $17,675Liabilities 2015: $1,727Net Assets 2015: $15,9482015Assets 2016: $13,052Liabilities 2016: $1,727Net Assets 2016: $11,3252016Assets 2017: $13,773Liabilities 2017: $1,742Net Assets 2017: $12,0312017Assets 2018: $9,721Liabilities 2018: $1,742Net Assets 2018: $7,9792018Assets 2019: $768,680Liabilities 2019: $1,892Net Assets 2019: $766,7882019Assets 2020: $774,821Liabilities 2020: $2,553Net Assets 2020: $772,2682020Assets 2021: $990,256Liabilities 2021: $3,150Net Assets 2021: $987,1062021Assets 2022: $736,213Liabilities 2022: $1,742Net Assets 2022: $734,4712022Assets 2023: $785,855Liabilities 2023: $1,742Net Assets 2023: $784,1132023Assets 2024: $729,835Liabilities 2024: $1,742Net Assets 2024: $728,0932024

Latest loaded filing

2024

Assets$729,835
Liabilities$1,742
Net Assets$728,093
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2012: $8,7022012Expenses 2013: $47,8592013Revenue 2014: $1,585Expenses 2014: $4,070Net Income 2014: -$2,4852014Revenue 2015: $9,258Expenses 2015: $29,975Net Income 2015: -$20,7172015Revenue 2016: $238Expenses 2016: $3,748Net Income 2016: -$3,5102016Revenue 2017: $127Expenses 2017: $830Net Income 2017: -$7032017Revenue 2018: $743Expenses 2018: $4,864Net Income 2018: -$4,1212018Revenue 2019: $743,992Expenses 2019: $12,795Net Income 2019: $731,1972019Revenue 2020: $48,114Expenses 2020: $13,262Net Income 2020: $34,8522020Revenue 2021: $79,087Expenses 2021: $49,030Net Income 2021: $30,0572021Revenue 2022: $76,005Expenses 2022: $92,867Net Income 2022: -$16,8622022Revenue 2023: $39,319Expenses 2023: $44,749Net Income 2023: -$5,4302023Revenue 2024: $30,319Expenses 2024: $39,134Net Income 2024: -$8,8152024

Latest loaded filing

2024

Revenue$30,319
Expenses$39,134
Net Income-$8,815
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$7.30$0.02$7.28$0.30$0.39$0.09
2023Detailed filing. Detailed filing data is available for this year.$7.86$0.02$7.84$0.39$0.45$0.05
2022Detailed filing. Detailed filing data is available for this year.$7.36$0.02$7.34$0.76$0.93$0.17
2021Detailed filing. Detailed filing data is available for this year.$9.90$0.03$9.87$0.79$0.49$0.30
2020Detailed filing. Detailed filing data is available for this year.$7.75$0.03$7.72$0.48$0.13$0.35
2019Detailed filing. Detailed filing data is available for this year.$7.69$0.02$7.67$7.44$0.13$7.31
2018Detailed filing. Detailed filing data is available for this year.$0.10$0.02$0.08$0.01$0.05$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.14$0.02$0.12$0.00$0.01$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.13$0.02$0.11$0.00$0.04$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.02$0.16$0.09$0.30$0.21
2014Detailed filing. Detailed filing data is available for this year.$0.42$0.02$0.40$0.02$0.04$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.41$0.02$0.39$0.48
2012Detailed filing. Detailed filing data is available for this year.$0.83$0.02$0.81$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 4, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steven M KaplanPres/Director-$0--
Ryan A KaplanSec/Treas/Director-$0--
Madison KaplanDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantEast West UniversitySponsor student tuition501c3Chicago, IL, US$16,720
Paid GrantLeukemia Research FoundationGeneral donation501c3Delaware, OH, US$6,000
Paid GrantSt Jude's Children's Research HospitalMedical research501c3Memphis, TN, US$5,010
Paid GrantAmerican Red CrossGeneral donation501c3Washington, DC, US$5,000
Filing and Contact Details

Filer

Filer Name
Kaplan Family Foundation
EIN
36-4335102
Phone
8472401040
Address
4 E Elm St Unit 18S, Chicago, IL 60611

Signing Officer

Name
Steven M Kaplan
Title
President/Director
Phone
8472401040
Signed
2026-03-04
Discuss with paid preparer
Yes

Preparer

Firm
Aprio Advisory Group LLC
Address
111 Rockville Pike Suite 600, Rockville, MD 20850
Preparer
Stacy Cullen
Phone
3012316200
Raw XML Appendix324 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/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0The Foundation
IRS990PF/StatementsRegardingActyGrp/PhoneNum08472401040
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Steven M Kaplan
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt116720
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Sponsor student tuition
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Medical research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0American Red Cross
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1East West University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Leukemia Research Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3St Jude's Children's Research Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501c3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501c3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501c3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501c3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0430 17th Street NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1816 S Michigan Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21000 Alpha Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3501 St Jude Place
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Delaware
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Memphis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160605
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd243015
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd338105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt032730
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt032730
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt043866
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032730
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt043866
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt032730
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02096
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Basis Adjustment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Licenses & Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01742
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Due to officer
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01742
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08867
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08867
TaxesSchedule/TaxesDetail/Amt0469
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Excise Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Steven M Kaplan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President/Director
ReturnHeader/BusinessOfficerGrp/PhoneNum08472401040
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kaplan Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0KAPL
ReturnHeader/Filer/EIN0364335102
ReturnHeader/Filer/PhoneNum08472401040
ReturnHeader/Filer/USAddress/AddressLine1Txt04 E Elm St Unit 18S
ReturnHeader/Filer/USAddress/CityNm0Chicago
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060611
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582487348
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Aprio Advisory Group LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 Rockville Pike Suite 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rockville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020850
ReturnHeader/PreparerPersonGrp/PhoneNum03012316200
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stacy Cullen
ReturnHeader/ReturnTs02026-03-04T16:23:40-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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