Civic Intelligence

Michael & Donna Kaplan Foundation

990PF • Fiscal year 2021 • EIN 46-4374951

Jan 01, 2021 to Dec 31, 2021 • Filed on May 05, 2022

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

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

8th percentile

-111%

Higher net margin than 8% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

17th percentile

-20%

Faster asset growth than 17% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

76th percentile

54%

Faster revenue growth than 76% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$331,400

Down $82,820 (-20%) from 2020

Net Assets

Down

$331,400

Down $82,820 (-20%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin8th percentile

Revenue

Up

$74,318

Up $26,134 (+54%) from 2020

Expenses

Up

$157,138

Up $4,674 (+3.1%) from 2020

Net Income

Up

-$82,820

Up $21,460 (+21%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2021

Assets$331,400
Liabilities$0
Net Assets$331,400
Open 2021 Filing

Operations Trend

Revenue Growth76th 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

2021

Revenue$74,318
Expenses$157,138
Net Income-$82,820
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th 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
2022-05-05
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 Appendix278 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/ExcessFromYear2Amt073452
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt067708
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt061595
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0151579
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0129756
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0509577
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0379821
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt016837
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt016837
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt016837
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt03521
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03521
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Financial Service Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03521
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0800
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1113
TaxesSchedule/TaxesDetail/Amt0800
TaxesSchedule/TaxesDetail/Amt1113
TaxesSchedule/TaxesDetail/CategoryTxt0Federal tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0800
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1113
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-05
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/ReturnTs02022-05-05T08:57:43-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KAPLAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$331,400
Liabilities
$0
Net assets
$331,400
Revenue
$74,318
Expenses
$157,138
Net income
-$82,820
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