Civic Intelligence

Felicia Kaplan Memorial Foundation

990EZ • Fiscal year 2015 • EIN 46-4352695

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 15, 2016

Organization ProfileN/A
525 W Monroe St No 1900Chicago, IL 60661

(312) 447-6000

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

1st percentile

-595%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

2nd percentile

-98%

Faster asset growth than 2% of similar nonprofits.

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

Revenue Growth

3rd percentile

-86%

Faster revenue growth than 3% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$1,125

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

Net Assets

Down

$1,125

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

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin1st 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

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$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 Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this 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
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 15, 2016
Return Version
2015v2.1
Gross Receipts
$9,392
Mission and Program Overview

Mission

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

To raise funds to be donated to qualified charitable organizations.

Program Services

DescriptionGrantsExpenses
RAISE MONEY FOR SCHOLARSHIP FUNDS$40,000$0
RAISE MONEY FOR ORGANIZATIONS THAT FOCUS ON PREVENTION AND EARLY DETECTION OF BREAST AND OVARIAN CANCER.$25,000$0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGG KAPLANPresident-$0--
JEFFREY PATTSecretary-$0--
STEPHANIE BOULETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Felicia Kaplan Memorial Foundation
EIN
46-4352695
Phone
3124476000
Address
525 W MONROE ST NO 1900, CHICAGO, IL 60661

Signing Officer

Name
Gregg Kaplan
Title
President
Phone
3124476000
Signed
2016-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Warady & Davis Llp
Address
1717 DEERFIELD RD SUITE 300S, DEERFIELD, IL 60015
Preparer
Steve Brillion
Phone
8472679600
Supplemental Narrative

Additional Explanations

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

“Activity classification: . Grantee name: bright pink. Grantee address: 670 n clark street, suite 2 chicago, il 60654. Date of gift: 09/24/15. Amount given: 25,000.”

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. Date of gift: 12/15/15. Amount given: 40,000. Total included on form 990-ez, line 10: 65,000.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: filing fees. Amount: 230.”

Raw XML Appendix140 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/PhoneNum03124476000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0525 W MONROE STSUITE 1900
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060661
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056963
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01125
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt09392
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-55838
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056963
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01125
IRS990EZ/GrantsAndSimilarAmountsPaidAmt065000
IRS990EZ/GrossReceiptsAmt09392
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056963
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01125
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056963
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01125
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
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0230
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS TO BE DONATED TO QUALIFIED CHARITABLE ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISE MONEY FOR ORGANIZATIONS THAT FOCUS ON PREVENTION AND EARLY DETECTION OF BREAST AND OVARIAN CANCER.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1RAISE MONEY FOR SCHOLARSHIP FUNDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt140000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt065230
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt09392
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt09392
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt077165
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0100000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0186557
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0186557
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt09392
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt077165
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0100000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0186557
IRS990ScheduleA/TotalSupportAmt0186557
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: . GRANTEE NAME: BRIGHT PINK. GRANTEE ADDRESS: 670 N CLARK STREET, SUITE 2 CHICAGO, IL 60654. DATE OF GIFT: 09/24/15. AMOUNT GIVEN: 25,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: UNIVERSITY OF MICHIGAN. GRANTEE ADDRESS: 500 S STATE STREET ANN ARBOR, MI 48109. DATE OF GIFT: 12/15/15. AMOUNT GIVEN: 40,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 65,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: FILING FEES. AMOUNT: 230.
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 16 - OTHER EXPENSES
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/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGG KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03124476000
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FELICIA KAPLAN MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FELI
ReturnHeader/Filer/EIN0464352695
ReturnHeader/Filer/PhoneNum03124476000
ReturnHeader/Filer/USAddress/AddressLine1Txt0525 W MONROE ST NO 1900
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060661
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362170602
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WARADY & DAVIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01717 DEERFIELD RD SUITE 300S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DEERFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060015
ReturnHeader/PreparerPersonGrp/PhoneNum08472679600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE BRILLION
ReturnHeader/ReturnTs02016-07-15T16:12:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

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
2015Detailed filing. Detailed filing data is available for this year.$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