Civic Intelligence

The Charles I and Mary Kaplan Family Foundation

990PF • Fiscal year 2013 • EIN 52-6043928

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 08, 2014

Organization Profile
1919 M Street NW Suite 32020036

(202) 293-6930

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

33rd percentile

0.00x

Higher debt load relative to revenue than 33% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

98th percentile

165%

Faster asset growth than 98% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

96th percentile

320%

Faster revenue growth than 96% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,231,641

Up $1,390,752 (+165%) from 2012

Net Assets

$2,230,492

No earlier filing loaded for comparison.

Liabilities

Up

$1,149

Up $1,149 from 2012

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin98th percentile

Revenue

Up

$1,092,606

Up $832,451 (+320%) from 2012

Expenses

Down

$25,846

Down $3,606,653 (-99%) from 2012

Net Income

Up

$1,066,760

Up $4,439,104 (+132%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $1,886,785Liabilities 2010: $0Net Assets 2010: $1,886,7852010Assets 2011: $1,418,187Liabilities 2011: $12011Assets 2012: $840,889Liabilities 2012: $02012Assets 2013: $2,231,641Liabilities 2013: $1,149Net Assets 2013: $2,230,4922013Assets 2014: $3,915,598Liabilities 2014: $2,772Net Assets 2014: $3,912,8262014Assets 2015: $6,026,947Liabilities 2015: $0Net Assets 2015: $6,026,9472015Assets 2016: $7,577,877Liabilities 2016: $15Net Assets 2016: $7,577,8622016Assets 2018: $11,221,670Liabilities 2018: $0Net Assets 2018: $11,221,6702018Assets 2019: $11,715,445Liabilities 2019: $1,502Net Assets 2019: $11,713,9432019Assets 2020: $12,101,588Liabilities 2020: $2,352Net Assets 2020: $12,099,2362020Assets 2021: $12,405,070Liabilities 2021: $651Net Assets 2021: $12,404,4192021Assets 2022: $13,545,460Liabilities 2022: $0Net Assets 2022: $13,545,4602022Assets 2023: $15,609,533Liabilities 2023: $31,8202023

Highlighted filing

2013

Assets$2,231,641
Liabilities$1,149
Net Assets$2,230,492
Open 2013 Filing

Operations Trend

Revenue Growth96th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $1,120,1102010Revenue 2011: $233,660Expenses 2011: $702,258Net Income 2011: -$468,5982011Revenue 2012: $260,155Expenses 2012: $3,632,499Net Income 2012: -$3,372,3442012Revenue 2013: $1,092,606Expenses 2013: $25,846Net Income 2013: $1,066,7602013Revenue 2014: $1,574,606Expenses 2014: $18,544Net Income 2014: $1,556,0622014Revenue 2015: $1,216,547Expenses 2015: $28,741Net Income 2015: $1,187,8062015Revenue 2016: $1,606,896Expenses 2016: $18,243Net Income 2016: $1,588,6532016Revenue 2018: $3,241,592Expenses 2018: $517,227Net Income 2018: $2,724,3652018Revenue 2019: $870,194Expenses 2019: $607,492Net Income 2019: $262,7022019Revenue 2020: $914,529Expenses 2020: $639,795Net Income 2020: $274,7342020Revenue 2021: $879,404Expenses 2021: $660,192Net Income 2021: $219,2122021Revenue 2022: $1,504,065Expenses 2022: $688,558Net Income 2022: $815,5072022Revenue 2023: $2,893,531Expenses 2023: $820,122Net Income 2023: $2,073,4092023

Highlighted filing

2013

Revenue$1,092,606
Expenses$25,846
Net Income$1,066,760
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 8, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
IRENE R KAPLANPresident-$0--
MARTINE KAPLANVice Preside-$0--
EDWARD H KAPLANSecretary/TrPT$0--
Filing and Contact Details

Filer

EIN
52-6043928
Phone
2022936930

Signing Officer

Name
Edward H Kaplan
Title
Treasurer
Phone
2022936930
Signed
2014-08-08

Preparer

Preparer
PATRICK M O'ROURKE CPA
Phone
2025471876
Raw XML Appendix305 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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ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE OFFICE OF THE ATTORNEY GENERAL OF THE DISTRICT OF COLUMBIA DOES NOT ACCEPT IRS FORMS 990 AND IN YEARS PAST FORWARDED ANY RETURNS RECEIVED TO THE DC OFFICE OF TAX AND REVENUE (OTR). THE DC OFFICE OF TAX AND REVENUE SUBSEQUENTLY ELIMINATED THE IRS FORM 990 FILING OBLIGATION EFFECTIVE DECEMBER 12, 2008. BOTH OFFICES HAVE SPECIFICALLY REQUESTED THAT DC NONPROFIT ORGANIZATIONS NOT FILE A COPY OF THEIR FORMS 990 WITH EITHER OTR OR OAG TO EASE THE ADMINISTRATIVE BURDEN ON BOTH AGENCIES.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0IRENE R KAPLAN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/TR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine21FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10PO BOX 55766
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine116301 GREENTREE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1BETHESDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode0022055766
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode120817
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020500
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/AppliedToCurrentYearAmt020500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt086384
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt065884
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03541401
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0329225
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt065884
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03804742
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03541401
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0263341
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03804742
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03870626
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0EDWARD H KAPLAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine101919 M STREET NW SUITE 320
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0WASHINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0DC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode020036
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LICENSES & RELATED FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES & MISCELLANSOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0452
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1145
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LANGLEY E ASSOCIATES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt083022
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt083022
OtherIncreasesSchedule/OtherIncreasesDetail/Amount0322843
OtherIncreasesSchedule/OtherIncreasesDetail/Description0PRINCIPAL RECOVERY - MADOFF
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0150
TaxesSchedule/TaxesDetail/Amt01854
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD H KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02022936930
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE CHARLES I AND MARY KAPLAN
ReturnHeader/Filer/BusinessName/BusinessNameLine20FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0526043928
ReturnHeader/Filer/PhoneNum02022936930
ReturnHeader/Filer/USAddress/AddressLine101919 M STREET NW SUITE 320
ReturnHeader/Filer/USAddress/City0WASHINGTON
ReturnHeader/Filer/USAddress/State0DC
ReturnHeader/Filer/USAddress/ZIPCode020036
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200657271
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10PATRICK O'ROURKE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1011 - 2ND STREET NE 107
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WASHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0DC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode020002
ReturnHeader/PreparerPersonGrp/PhoneNum02025471876
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK M O'ROURKE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-08-08T14:54:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,231,641
Liabilities
$1,149
Net assets
$2,230,492
Revenue
$1,092,606
Expenses
$25,846
Net income
$1,066,760
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$15.6$0.03$2.89$0.82$2.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.5$0.00$13.5$1.50$0.69$0.82
2021Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.88$0.66$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.1$0.00$12.1$0.91$0.64$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.00$11.7$0.87$0.61$0.26
2018Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$3.24$0.52$2.72
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.58$0.00$7.58$1.61$0.02$1.59
2015Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$1.22$0.03$1.19
2014Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.91$1.57$0.02$1.56
2013Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$1.09$0.03$1.07
2012Summary only. Only limited summary data is available for this year.$0.84$0.00$0.26$3.63$3.37
2011Summary only. Only limited summary data is available for this year.$1.42$0.00$0.23$0.70$0.47
2010Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$1.12