Civic Intelligence

Felicia Kaplan Memorial Foundation

EIN 46-4352695 • 501(c)3 • Chicago, IL

Profile

The primary exempt purpose of the foundation is to raise funds to be donated to qualified charitable organizations.

525 W Monroe St Suite 1900Chicago, IL 60661

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

4th percentile

-595%

Higher net margin than 4% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

11th percentile

-98%

Faster asset growth than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

8th percentile

-86%

Faster revenue growth than 8% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$1,125

Down $55,838 (-98%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Down

$1,125

Down $55,838 (-98%) from 2014

Operations
Liabilities / Revenue62nd percentileNet Margin4th percentile

Revenue

Down

$9,392

Down $59,725 (-86%) from 2014

Expenses

Down

$65,230

Down $46,924 (-42%) from 2014

Net Income

Down

-$55,838

Down $12,801 (-30%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

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

$100K$50K$0Assets 2013: $100,000Liabilities 2013: $0Net Assets 2013: $100,0002013Assets 2014: $56,963Liabilities 2014: $0Net Assets 2014: $56,9632014Assets 2015: $1,125Liabilities 2015: $0Net Assets 2015: $1,1252015

Highlighted filing

2015

Assets$1,125
Liabilities$0
Net Assets$1,125
Open 2015 Filing

Operations Trend

Revenue Growth8th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2013: $100,000Expenses 2013: $0Net Income 2013: $100,0002013Revenue 2014: $69,117Expenses 2014: $112,154Net Income 2014: -$43,0372014Revenue 2015: $9,392Expenses 2015: $65,230Net Income 2015: -$55,8382015

Highlighted filing

2015

Revenue$9,392
Expenses$65,230
Net Income-$55,838
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,125
Liabilities
$0
Net assets
$1,125
Revenue
$9,392
Expenses
$65,230
Net income
-$55,838
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.00$0.01$0.09$0.65$0.56
2014Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.69$1.12$0.43
2013Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.00$0.00$1.00
Latest Detailed Filing

The latest 2015 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 15, 2015
Return Version
2014v5.0
Gross Receipts
$77,165
Mission and Program Overview

Mission

The primary exempt purpose of the foundation is to raise funds to be donated to qualified charitable organizations.

Program Services

DescriptionGrantsExpenses
FUNDRAISING TO DONATE FUNDS TO CHARITABLE ORGANIZATIONS. SPRING INTO PINK 5K$0$8,048
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGG KAPLANPresident/Director-$0--
JEFFREY PATTSecretary/Director-$0--
STEPHANIE BOULETreasurer/Director-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Into Pink 5k$77,165$77,165$8,048$69,117
Total Events$77,165$77,165$8,048$69,117
Filing and Contact Details

Filer

Filer Name
Felicia Kaplan Memorial Foundation
EIN
46-4352695
Phone
3129025491
Address
525 W MONROE ST SUITE 1900, CHICAGO, IL 60661

Signing Officer

Name
Gregg Kaplan
Title
President
Phone
3129025491
Signed
2015-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Kovin & Associates LLC
Address
318 HALF DAY ROAD - SUITE 300, BUFFALO GROVE, IL 60089
Preparer
Brad Kovin
Phone
8478211152
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: northshore university foundation. Grantee address: 1033 university place, suite 450 evanston, il 60201. Grantee relationship: none. Property description: cash. Date of gift: 06/03/14. Amount given: 15,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: the lynn sage foundation. Grantee address: 141 w jackson blvd, suite 1702 chicago, il 60604. Grantee relationship: none. Property description: cash. Date of gift: 06/03/14. Amount given: 15,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: bright pink. Grantee address: 670 n clark st, suite 2 chicago, il 60654. Grantee relationship: none. Property description: cash. Date of gift: 06/03/14. Amount given: 25,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: network for teaching entrepreneurship. Grantee address: 120 wall st, 18th floor new york, ny 10005. Grantee relationship: none. Property description: cash. Date of gift: 06/03/14. Amount given: 10,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: university of michigan. Grantee address: 500 s state street ann arbor, mi 48109. Grantee relationship: none. Property description: cash. Date of gift: 12/30/14. Amount given: 40,500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: misc charities less than $5,000. Date of gift: 12/30/14. Amount given: 750. Total included on form 990-ez, line 10: 106,250.”

Raw XML Appendix155 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GREGG KAPLAN
IRS990EZ/BooksInCareOfDetail/PhoneNum03129025491
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0525 WEST MONROE STREET 16141
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060661
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0100000
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056963
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-43037
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05904
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0100000
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056963
IRS990EZ/FundraisingGrossIncomeAmt077165
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0106250
IRS990EZ/GrossReceiptsAmt077165
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0100000
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056963
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0100000
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056963
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GREGG KAPLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEFFREY PATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHANIE BOULE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER/DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY EXEMPT PURPOSE OF THE FOUNDATION IS TO RAISE FUNDS TO BE DONATED TO QUALIFIED CHARITABLE ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDRAISING TO DONATE FUNDS TO CHARITABLE ORGANIZATIONS. SPRING INTO PINK 5K
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08048
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt08048
IRS990EZ/SpecialEventsNetIncomeLossAmt069117
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0112154
IRS990EZ/TotalProgramServiceExpensesAmt08048
IRS990EZ/TotalRevenueAmt069117
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0100000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0100000
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0100000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0100000
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt077165
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt077165
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt077165
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0100000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0100000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt077165
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0100000
IRS990ScheduleA/Total509Grp/TotalAmt0177165
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt077165
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0100000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0177165
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08048
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPRING INTO PINK 5K
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt077165
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt077165
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt077165
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt077165
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt069117
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08048
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08048
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: . GRANTEE NAME: NORTHSHORE UNIVERSITY FOUNDATION. GRANTEE ADDRESS: 1033 UNIVERSITY PLACE, SUITE 450 EVANSTON, IL 60201. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/03/14. AMOUNT GIVEN: 15,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: THE LYNN SAGE FOUNDATION. GRANTEE ADDRESS: 141 W JACKSON BLVD, SUITE 1702 CHICAGO, IL 60604. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/03/14. AMOUNT GIVEN: 15,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: BRIGHT PINK. GRANTEE ADDRESS: 670 N CLARK ST, SUITE 2 CHICAGO, IL 60654. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/03/14. AMOUNT GIVEN: 25,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: . GRANTEE NAME: NETWORK FOR TEACHING ENTREPRENEURSHIP. GRANTEE ADDRESS: 120 WALL ST, 18TH FLOOR NEW YORK, NY 10005. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/03/14. AMOUNT GIVEN: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: . GRANTEE NAME: UNIVERSITY OF MICHIGAN. GRANTEE ADDRESS: 500 S STATE STREET ANN ARBOR, MI 48109. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/30/14. AMOUNT GIVEN: 40,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: . GRANTEE NAME: MISC CHARITIES LESS THAN $5,000. DATE OF GIFT: 12/30/14. AMOUNT GIVEN: 750. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 106,250.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGG KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03129025491
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FELICIA KAPLAN MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JEFFREY PATT
ReturnHeader/Filer/BusinessNameControlTxt0FELI
ReturnHeader/Filer/EIN0464352695
ReturnHeader/Filer/PhoneNum03129025491
ReturnHeader/Filer/USAddress/AddressLine1Txt0525 W MONROE ST SUITE 1900
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060661
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113672199
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOVIN & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0318 HALF DAY ROAD - SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BUFFALO GROVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060089
ReturnHeader/PreparerPersonGrp/PhoneNum08478211152
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRAD KOVIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-16T22:15:23-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits