Civic Intelligence

Michael & Donna Kaplan Foundation

990PF • Fiscal year 2015 • EIN 46-4374951

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 09, 2016

Organization Profile
3400 Sycamore Lane NorthPlymouth, MN 55441

(763) 559-3358

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

100th percentile

45036%

Higher net margin than 100% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

11th percentile

-14%

Faster asset growth than 11% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$517,046

Down $82,867 (-14%) from 2014

Net Assets

Down

$517,046

Down $82,867 (-14%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$184

Down $179,482 (-100%) from 2014

Expenses

Up

$82,683

Up $3,298 (+4.2%) from 2014

Net Income

Down

-$82,867

Down $182,780 (-183%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$600K$400K$200K$0Assets 2013: $500,000Liabilities 2013: $02013Assets 2014: $599,913Liabilities 2014: $0Net Assets 2014: $599,9132014Assets 2015: $517,046Liabilities 2015: $0Net Assets 2015: $517,0462015Assets 2016: $398,610Liabilities 2016: $0Net Assets 2016: $398,6102016Assets 2017: $431,721Liabilities 2017: $0Net Assets 2017: $431,7212017Assets 2018: $380,763Liabilities 2018: $0Net Assets 2018: $380,7632018Assets 2019: $518,500Liabilities 2019: $0Net Assets 2019: $518,5002019Assets 2020: $414,220Liabilities 2020: $0Net Assets 2020: $414,2202020Assets 2021: $331,400Liabilities 2021: $0Net Assets 2021: $331,4002021Assets 2022: $365,976Liabilities 2022: $0Net Assets 2022: $365,9762022Assets 2023: $293,238Liabilities 2023: $0Net Assets 2023: $293,2382023Assets 2024: $384,555Liabilities 2024: $0Net Assets 2024: $384,5552024

Highlighted filing

2015

Assets$517,046
Liabilities$0
Net Assets$517,046
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2013: $500,000Expenses 2013: $0Net Income 2013: $500,0002013Revenue 2014: $179,298Expenses 2014: $79,385Net Income 2014: $99,9132014Revenue 2015: -$184Expenses 2015: $82,683Net Income 2015: -$82,8672015Revenue 2016: -$36,813Expenses 2016: $81,623Net Income 2016: -$118,4362016Revenue 2017: $119,630Expenses 2017: $86,519Net Income 2017: $33,1112017Revenue 2018: $44,887Expenses 2018: $95,845Net Income 2018: -$50,9582018Revenue 2019: $235,064Expenses 2019: $97,327Net Income 2019: $137,7372019Revenue 2020: $48,184Expenses 2020: $152,464Net Income 2020: -$104,2802020Revenue 2021: $74,318Expenses 2021: $157,138Net Income 2021: -$82,8202021Revenue 2022: $181,623Expenses 2022: $147,047Net Income 2022: $34,5762022Revenue 2023: $92,299Expenses 2023: $165,037Net Income 2023: -$72,7382023Revenue 2024: $267,947Expenses 2024: $176,630Net Income 2024: $91,3172024

Highlighted filing

2015

Revenue-$184
Expenses$82,683
Net Income-$82,867
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 9, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL KAPLANPresident-$0--
DONNA KAPLANVice President-$0--
LEON STEINBERGDirector-$0--
Filing and Contact Details

Filer

Filer Name
Michael & Donna Kaplan Foundation
EIN
46-4374951
Phone
7635593358
Address
3400 SYCAMORE LANE NORTH, PLYMOUTH, MN 55441

Signing Officer

Name
Michael Kaplan
Title
President
Signed
2016-08-09
Discuss with paid preparer
Yes

Preparer

Firm
Susan K Patten CPA LTD
Address
5500 Lincoln Drive 140, Edina, MN 55436
Preparer
Susan K Patten
Phone
9529351199
Raw XML Appendix275 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/PersonNm0MICHAEL KAPLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DONNA KAPLAN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt048199
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt089116
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt040917
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt055
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt055
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt055
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt04790
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt04790
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04790
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt04390
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04390
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Financial Service Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04390
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0341
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1224
TaxesSchedule/TaxesDetail/Amt0341
TaxesSchedule/TaxesDetail/Amt1224
TaxesSchedule/TaxesDetail/CategoryTxt0Federal tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0341
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1224
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MICHAEL & DONNA KAPLAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0464374951
ReturnHeader/Filer/PhoneNum07635593358
ReturnHeader/Filer/USAddress/AddressLine1Txt03400 SYCAMORE LANE NORTH
ReturnHeader/Filer/USAddress/CityNm0PLYMOUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055441
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Susan K Patten CPA LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05500 Lincoln Drive 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Edina
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055436
ReturnHeader/PreparerPersonGrp/PhoneNum09529351199
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN K PATTEN
ReturnHeader/ReturnTs02016-08-09T11:09:52-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$517,046
Liabilities
$0
Net assets
$517,046
Revenue
-$184
Expenses
$82,683
Net income
-$82,867
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$2.68$1.77$0.91
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$0.92$1.65$0.73
2022Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$1.82$1.47$0.35
2021Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.74$1.57$0.83
2020Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.48$1.52$1.04
2019Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$2.35$0.97$1.38
2018Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.45$0.96$0.51
2017Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$1.20$0.87$0.33
2016Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.37$0.82$1.18
2015Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$0.00$0.83$0.83
2014Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$1.79$0.79$1.00
2013Summary only. Only limited summary data is available for this year.$5.00$0.00$5.00$0.00$5.00