Daniel and Ellen Kaplan Family Foundation

990PF • Fiscal year 2021 • EIN 42-1377146

Oct 01, 2020 to Sep 30, 2021 • Filed on Jan 10, 2022

Organization Profile

2720 Donald Ross Road 405Palm Beach Gardens, FL 33410

(712) 255-8081

Siviq Scores

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

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

0.00x

Higher debt load relative to revenue than 26% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

87%

Higher net margin than 95% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

51%

Faster asset growth than 91% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

-72%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets26th percentile

Assets

$7,269,239

Up $2,469,853 (+51%) from 2020

Net Assets

$7,268,162

No earlier filing loaded for comparison.

Liabilities

Down

$1,077

Down $16,332 (-94%) from 2020

Revenue And Expenses

Liabilities / Revenue26th percentile Net Margin95th percentile

Revenue

Down

$1,368,310

Down $3,440,405 (-72%) from 2020

Expenses

Down

$179,867

Down $49,396 (-22%) from 2020

Net Income

Down

$1,188,443

Down $3,391,009 (-74%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

Highlighted filing

2021

Assets$7,269,239

Liabilities$1,077

Net Assets$7,268,162

Open 2021 Filing

Operations Trend

Revenue Growth3rd percentile

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

Highlighted filing

2021

Revenue$1,368,310

Expenses$179,867

Net Income$1,188,443

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2020 to Sep 30, 2021
Signed: Jan 10, 2022
Return Version: 2020v4.1

Compensation and Service Providers

Top Officer Pay32nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DANIEL F KAPLAN	Pres Sec Treas Director	-	$0	-	-
ELLEN KAPLAN	VP Director	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	CONGREGATION BETH SHALOM	CHARITY	PUBLIC	SIOUX CITY, IA, US	$30,000
Paid Grant	JEWISH FEDERATION	CHARITY	PUBLIC	SIOUX CITY, IA, US	$25,000
Paid Grant	BOYS AND GIRLS HOME	CHARITY	PUBLIC	SIOUX CITY, IA, US	$20,000
Paid Grant	JUPITER MEDICAL CENTER FOUNDATION	CHARITY	PUBLIC	JUPITER, FL, US	$20,000
Paid Grant	UNITY POINT HEALTH-ST LUKE'S FOUNDATION	CHARITY	PUBLIC	SIOUX CITY, IA, US	$7,500
Paid Grant	ALZHEIMER'S ASSOCIATION	CHARITY	PUBLIC	SIOUX CITY, IA, US	$6,000
Paid Grant	BIG SKY COMMUNITY ORGANIZATION	CHARITY	PUBLIC	BIG SKY, MT, US	$3,333

Filing and Contact Details

Filer

Filer Name: The Daniel and Ellen Kaplan
EIN: 42-1377146
Phone: 7122558081
Address: 2720 DONALD ROSS ROAD 405, PALM BEACH GARDENS, FL 33410

Signing Officer

Name: Daniel F Kaplan
Title: President
Phone: 7122558081
Signed: 2022-01-10
Discuss with paid preparer: Yes

Preparer

Firm: Delperdang Schuh & Co Pc
Address: PO BOX 627, SIOUX CITY, IA 51102-0627
Preparer: Lawrence L Delperdang
Phone: 7122558081

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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/RecipientBusinessName/BusinessNameLine1Txt	2	CONGREGATION BETH SHALOM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	JEWISH FEDERATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	BIG SKY COMMUNITY ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	5	JUPITER MEDICAL CENTER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	6	UNITY POINT HEALTH-ST LUKE'S FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	5	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	6	PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	5	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	6	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	420 CHAMBERS ST P O BOX 3176
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	2101 COURT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	815 38TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	815 38TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	59716 32 TOWN CENTER AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	1210 S OLD DIXIE HWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	6	2720 STONE PARK BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	SIOUX CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	SIOUX CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	SIOUX CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	SIOUX CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	BIG SKY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	JUPITER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	6	SIOUX CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	6	IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	51101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	51104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	51104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	51104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	59730
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	33458
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	6	51104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	111833
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	23653
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	88180
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	340223
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	111833
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	316570
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	88180
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	66957
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	66957
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	17409
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	1077
TaxesSchedule/TaxesDetail/Amt	0	1077
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	1077
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DANIEL F KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7122558081
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-01-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE DANIEL AND ELLEN KAPLAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	DANI
ReturnHeader/Filer/EIN	0	421377146
ReturnHeader/Filer/PhoneNum	0	7122558081
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2720 DONALD ROSS ROAD 405
ReturnHeader/Filer/USAddress/CityNm	0	PALM BEACH GARDENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	FL
ReturnHeader/Filer/USAddress/ZIPCd	0	33410
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	421412604
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	DELPERDANG SCHUH & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	PO BOX 627
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	SIOUX CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	511020627
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7122558081
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	LAWRENCE L DELPERDANG
ReturnHeader/ReturnTs	0	2022-01-10T11:46:29-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	DANIEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	KAPLAN
ReturnHeader/TaxPeriodBeginDt	0	2020-10-01
ReturnHeader/TaxPeriodEndDt	0	2021-09-30
ReturnHeader/TaxYr	0	2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $7,269,239
Liabilities: $1,077
Net assets: $7,268,162
Revenue: $1,368,310
Expenses: $179,867
Net income: $1,188,443

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$4.22	$0.00	$4.22	$0.44	$0.45	$0.01
2024Detailed filing. Detailed filing data is available for this year.	$4.23	$0.00	$4.23	$0.35	$0.46	$0.11
2023Detailed filing. Detailed filing data is available for this year.	$6.47	$0.06	$6.41	$0.88	$0.44	$0.44
2022Detailed filing. Detailed filing data is available for this year.	$5.96	$0.00	$5.96	$0.88	$0.43	$1.31
2021Detailed filing. Detailed filing data is available for this year.	$7.27	$0.00	$7.27	$1.37	$0.18	$1.19
2020Summary only. Only limited summary data is available for this year.	$4.80	$0.02		$4.81	$0.23	$4.58
2019Summary only. Only limited summary data is available for this year.	$2.61	$0.00		$0.09	$0.16	$0.07
2018Detailed filing. Detailed filing data is available for this year.	$2.68	$0.00	$2.68	$0.35	$0.14	$0.21
2017Detailed filing. Detailed filing data is available for this year.	$2.47	$0.00	$2.47	$0.06	$0.09	$0.03
2015Summary only. Only limited summary data is available for this year.	$2.43	$0.00		$0.10	$0.15	$0.06
2014Summary only. Only limited summary data is available for this year.	$2.48	$0.00		$1.39	$0.10	$1.29
2013Summary only. Only limited summary data is available for this year.	$1.20	$0.00		$0.00	$0.08	$0.09
2012Summary only. Only limited summary data is available for this year.	$1.29	$0.00		$0.06	$0.09	$0.03