Civic Intelligence

Michael & Donna Kaplan Foundation

990PF • Fiscal year 2019 • EIN 46-4374951

Jan 01, 2019 to Dec 31, 2019 • Filed on May 12, 2020

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

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

92nd percentile

59%

Higher net margin than 92% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

88th percentile

36%

Faster asset growth than 88% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

98th percentile

424%

Faster revenue growth than 98% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$518,500

Up $137,737 (+36%) from 2018

Net Assets

Up

$518,500

Up $137,737 (+36%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin92nd percentile

Revenue

Up

$235,064

Up $190,177 (+424%) from 2018

Expenses

Up

$97,327

Up $1,482 (+1.5%) from 2018

Net Income

Up

$137,737

Up $188,695 (+370%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2019

Assets$518,500
Liabilities$0
Net Assets$518,500
Open 2019 Filing

Operations Trend

Revenue Growth98th 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

2019

Revenue$235,064
Expenses$97,327
Net Income$137,737
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 12, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay55th 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
2020-05-12
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 Appendix285 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/UndistributedIncomeGrp/ExcessFromYear1Amt067708
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt061595
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt055075
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt048199
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt093451
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt073452
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0346946
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0273494
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MICHAEL KAPLAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03400 SYCAMORE LANE NORTH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PLYMOUTH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd055441
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0201719
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt03977
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt03977
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03977
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt01760
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01760
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Financial Service Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01760
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0815
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1176
TaxesSchedule/TaxesDetail/Amt0815
TaxesSchedule/TaxesDetail/Amt1176
TaxesSchedule/TaxesDetail/CategoryTxt0Federal tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0815
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1176
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-12
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/ReturnTs02020-05-12T06:48:00-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$518,500
Liabilities
$0
Net assets
$518,500
Revenue
$235,064
Expenses
$97,327
Net income
$137,737
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