Civic Intelligence

The Samuel and Sylvia Kaplan Family Foundation

EIN 47-4971406 • Minneapolis, MN

730 Second Avenue South 1450Minneapolis, MN 55402
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

92nd percentile

69%

Higher net margin than 92% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

75th percentile

14%

Faster asset growth than 75% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

60%

Faster revenue growth than 81% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,275,822

Up $629,849 (+14%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$5,275,822

Up $629,849 (+14%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin92nd percentile

Revenue

Up

$914,332

Up $342,730 (+60%) from 2023

Expenses

Down

$284,483

Down $31,705 (-10%) from 2023

Net Income

Up

$629,849

Up $374,435 (+147%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2015: $516,920Liabilities 2015: $02015Assets 2018: $1,768,693Liabilities 2018: $0Net Assets 2018: $1,768,6932018Assets 2019: $2,225,777Liabilities 2019: $1Net Assets 2019: $2,225,7772019Assets 2020: $2,907,115Liabilities 2020: $1Net Assets 2020: $2,907,1152020Assets 2021: $3,462,942Liabilities 2021: $1Net Assets 2021: $3,462,9422021Assets 2022: $4,390,559Liabilities 2022: $1Net Assets 2022: $4,390,5592022Assets 2023: $4,645,973Liabilities 2023: $1Net Assets 2023: $4,645,9732023Assets 2024: $5,275,822Liabilities 2024: $0Net Assets 2024: $5,275,8222024

Highlighted filing

2024

Assets$5,275,822
Liabilities$0
Net Assets$5,275,822
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0Revenue 2015: $530,642Expenses 2015: $13,722Net Income 2015: $516,9202015Revenue 2018: $666,308Expenses 2018: $126,540Net Income 2018: $539,7682018Revenue 2019: $588,014Expenses 2019: $130,930Net Income 2019: $457,0842019Revenue 2020: $760,836Expenses 2020: $79,498Net Income 2020: $681,3382020Revenue 2021: $729,036Expenses 2021: $176,208Net Income 2021: $552,8282021Revenue 2022: $1,295,884Expenses 2022: $368,267Net Income 2022: $927,6172022Revenue 2023: $571,602Expenses 2023: $316,188Net Income 2023: $255,4142023Revenue 2024: $914,332Expenses 2024: $284,483Net Income 2024: $629,8492024

Highlighted filing

2024

Revenue$914,332
Expenses$284,483
Net Income$629,849
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,275,822
Liabilities
$0
Net assets
$5,275,822
Revenue
$914,332
Expenses
$284,483
Net income
$629,849
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.91$0.28$0.63
2023Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.57$0.32$0.26
2022Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$1.30$0.37$0.93
2021Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.73$0.18$0.55
2020Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.76$0.08$0.68
2019Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.59$0.13$0.46
2018Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.67$0.13$0.54
2015Summary only. Only limited summary data is available for this year.$0.52$0.00$0.53$0.01$0.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SYLVIA KAPLANPresident-$0--
SONIA CHESSENVice President-$0--
KERRI LEHMANNTreasurer-$0--
JILL CHESSENSecretary-$0--
SAMUEL KAPLANOfficer-$0--
Filing and Contact Details

Filer

Filer Name
The Samuel and Sylvia Kaplan
EIN
47-4971406
Phone
6123751138
Address
730 SECOND AVENUE SOUTH 1450, MINNEAPOLIS, MN 55402

Signing Officer

Name
Samuel Kaplan
Title
Officer
Phone
6123751138
Signed
2025-07-10
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 S 6TH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Lori Litan
Phone
6123764500
Raw XML AppendixShowing 400 of 1,101 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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