Civic Intelligence

Kaplan Family Foundation

990PF • Fiscal year 2012 • EIN 36-4335102

Jul 01, 2011 to Jun 30, 2012 • Filed on Nov 09, 2012

Organization Profile
830 Wedgewood CT60089
Siviq Scores

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

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

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

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets69th percentile

Assets

$82,662

No earlier filing loaded for comparison.

Net Assets

$80,935

No earlier filing loaded for comparison.

Liabilities

$1,727

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$8,702

No earlier filing loaded for comparison.

Net Income

-

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.

$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

Highlighted filing

2012

Assets$82,662
Liabilities$1,727
Net Assets$80,935
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

Highlighted filing

2012

Revenue-
Expenses$8,702
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Nov 9, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN M KAPLANPres/DirectoPT$0--
RYAN A KAPLANSec/Treas/Di-$0--
GERALD KAPLANDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantKIDS OFF THE BLOCK INCTO SUPPORT YOUTH PROGRAMSPUBLICCHICAGO, IL, US$7,000
Filing and Contact Details

Filer

EIN
36-4335102
Raw XML AppendixShowing 400 of 436 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0STEVEN M KAPLAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1RYAN A KAPLAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2GERALD KAPLAN
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11830 WEDGEWOOD CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine122139 N RACINE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode160089
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.022637
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1068832
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IRS990PF/QualifyingDistributions/ExpensesAndContributions07000
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0STEVEN M KAPLAN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08478942420
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BUFFALO GROVE
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode060089
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IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0IL
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
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IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount07000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0TO SUPPORT YOUTH PROGRAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10KIDS OFF THE BLOCK INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode060628
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear03828
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted03828
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2077848
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3095637
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear402375
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0179032
IRS990PF/UndistributedIncome/ExcessFromCurrentYear03172
IRS990PF/UndistributedIncome/ExcessFromYear2077848
IRS990PF/UndistributedIncome/ExcessFromYear3095637
IRS990PF/UndistributedIncome/ExcessFromYear402375
IRS990PF/UndistributedIncome/QualifyingDistributions07000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus03172
IRS990PF/UndistributedIncome/TotalCorpus0179032
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0175860
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0218
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0218
OtherIncreasesSchedule/OtherIncreases/Amount01478
OtherIncreasesSchedule/OtherIncreases/Description0UNREALIZED GAIN ON INVESTMENTS

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$82,662
Liabilities
$1,727
Net assets
$80,935
Revenue
-
Expenses
$8,702
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