Civic Intelligence

Michael & Donna Kaplan Foundation

990PF • Fiscal year 2018 • EIN 46-4374951

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 15, 2019

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

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

6th percentile

-114%

Higher net margin than 6% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

26th percentile

-12%

Faster asset growth than 26% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

7th percentile

-62%

Faster revenue growth than 7% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$380,763

Down $50,958 (-12%) from 2017

Net Assets

Down

$380,763

Down $50,958 (-12%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin6th percentile

Revenue

Down

$44,887

Down $74,743 (-62%) from 2017

Expenses

Up

$95,845

Up $9,326 (+11%) from 2017

Net Income

Down

-$50,958

Down $84,069 (-254%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2018

Assets$380,763
Liabilities$0
Net Assets$380,763
Open 2018 Filing

Operations Trend

Revenue Growth7th percentile

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

2018

Revenue$44,887
Expenses$95,845
Net Income-$50,958
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th 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
2019-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Susan K Patten CPA LTD
Address
620 Mendelssohn Ave N Ste 116, Golden Valley, MN 55427
Preparer
Susan K Patten
Phone
9529351199
Raw XML Appendix326 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PLYMOUTH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd055441
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MICHAEL KAPLAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum07635593358
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MICHAEL KAPLAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt091129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0schedule attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0schedule attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0schedule attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055441
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt091129
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/AppliedToCurrentYearAmt023421
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023421
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt061595
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt055075
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt048199
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt040917
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0273494
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt067708
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt061595
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt055075
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt048199
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt040917
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt091129
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt067708
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0273494
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0205786
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt06064
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt06064
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt06064
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt03182
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03182
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Financial Service Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03182
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0295
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1214
TaxesSchedule/TaxesDetail/Amt0295
TaxesSchedule/TaxesDetail/Amt1214
TaxesSchedule/TaxesDetail/CategoryTxt0Federal tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0295
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1214
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-15
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/PreparerFirmEIN0261643749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Susan K Patten CPA LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0620 Mendelssohn Ave N Ste 116
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Golden Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055427
ReturnHeader/PreparerPersonGrp/PhoneNum09529351199
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN K PATTEN
ReturnHeader/ReturnTs02019-10-15T07:45:45-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$380,763
Liabilities
$0
Net assets
$380,763
Revenue
$44,887
Expenses
$95,845
Net income
-$50,958
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