Civic Intelligence

Kaplan Family Foundation

990PF • Fiscal year 2017 • EIN 36-4335102

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 19, 2018

21 E Cedar StChicago, IL 60611

(847) 240-1040

Siviq Scores

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

Liabilities / Assets

81st percentile

0.13x

Higher debt load relative to assets than 81% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

100th percentile

13.72x

Higher debt load relative to revenue than 100% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

2nd percentile

-554%

Higher net margin than 2% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

59th percentile

5.5%

Faster asset growth than 59% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-47%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$13,773

Up $721 (+5.5%) from 2016

Net Assets

Up

$12,031

Up $706 (+6.2%) from 2016

Liabilities

Up

$1,742

Up $15 (+0.9%) from 2016

Revenue

Down

$127

Down $111 (-47%) from 2016

Expenses

Down

$830

Down $2,918 (-78%) from 2016

Net Income

Up

-$703

Up $2,807 (+80%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$13,773
Liabilities$1,742
Net Assets$12,031

Operations Trend

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

2017

Revenue$127
Expenses$830
Net Income-$703
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 19, 2018
Return Version
2016v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN M KAPLANPres/Directo-$0--
RYAN A KAPLANSec/Treas/Di-$0--
GERALD KAPLANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Kaplan Family Foundation
EIN
36-4335102
Phone
8472401040
Address
21 E CEDAR ST, CHICAGO, IL 60611

Signing Officer

Name
Steven M Kaplan
Title
Pres/director
Signed
2018-02-19
Discuss with paid preparer
Yes

Preparer

Firm
Kutchins Robbins & Diamond Ltd
Address
1101 PERIMETER DR STE 760, SCHAUMBURG, IL 60173
Preparer
Eugene Barinholtz
Phone
8472401040
Raw XML Appendix374 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEVEN M KAPLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RYAN A KAPLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GERALD KAPLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES/DIRECTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SEC/TREAS/DI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt021 E CEDAR ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt121 E CEDAR ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22139 N RACINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060611
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd160611
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd260614
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt08492
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt08495
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt027519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt044788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt07000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.678616
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt01.197989
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.746653
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.091205
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt012514
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt013575
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt022971
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt040074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt059985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt076750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt02.035847
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STEVEN M KAPLAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt021 E CEDAR ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHICAGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060611
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08478942420
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0STEVEN M KAPLAN
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/DistributableAsAdjustedAmt0621
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0621
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt026426
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt041855
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02496
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0621
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01875
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt068281
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt026426
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt041855
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt070156
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt070777
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01409
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01727
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO OFFICER
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01742
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt15
TaxesSchedule/TaxesDetail/CategoryTxt0LICENSES & FEES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX ON INVSTMT IN
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN M KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPLAN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KAPL
ReturnHeader/Filer/EIN0364335102
ReturnHeader/Filer/PhoneNum08472401040
ReturnHeader/Filer/USAddress/AddressLine1Txt021 E CEDAR ST
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060611
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId055768AC9CD56D4035E89663FEFE1880A83120F3A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0768924B3E140BF8261684DD94139B4AA526C5F19
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363856676
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KUTCHINS ROBBINS & DIAMOND LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01101 PERIMETER DR STE 760
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCHAUMBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060173
ReturnHeader/PreparerPersonGrp/PhoneNum08472401040
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EUGENE BARINHOLTZ
ReturnHeader/ReturnTs02018-04-04T11:44:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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