Civic Intelligence

The Charles I and Mary Kaplan Family Foundation

990PF • Fiscal year 2011 • EIN 52-6043928

Jan 01, 2011 to Dec 31, 2011 • Filed on Aug 31, 2012

Organization Profile
1919 M Street NWRoom/Suite 32020036
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,418,187

Flat from 2011

Net Assets

$1,418,187

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$702,258

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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: $0Net Assets 2011: $1,418,1872011Assets 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

2011

Assets$1,418,187
Liabilities$0
Net Assets$1,418,187
Open 2011 Filing

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $1,120,1102010Expenses 2011: $702,2582011Revenue 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

2011

Revenue-
Expenses$702,258
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Aug 31, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD H KAPLANDirector-$0--
IRENE KAPLANDirector-$0--
JEROME KAPLANDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantVANGUARD CHAR ENDOW PROGRINDEPENDENT PUBLIC CHARITY501(C)(3)BOSTON, MA, US$699,000
Filing and Contact Details

Filer

EIN
52-6043928
Raw XML Appendix293 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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CompensationExplanation/Compensation/PersonName2JEROME KAPLAN
ExplnOfNonFilingWithAGStmt/Statement0THE 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JEROME KAPLAN
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OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1LICENSES & RELATED FEES
OtherExpensesSchedule/OtherExpenses/Description2BANK FEES
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OtherIncomeSchedule2/OtherIncome/Description0LANGLEY E ASSOCIATES
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OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0150
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TaxesSchedule/Taxes/Amount0835
TaxesSchedule/Taxes/Category0EXCISE TAX ON INVESTMENT INCOME
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0526043928
ReturnHeader/Filer/Name/BusinessNameLine10CHARLES I & MARY KAPLAN FOUNDATION
ReturnHeader/Filer/NameControl0CHAR
ReturnHeader/Filer/Phone02022936930
ReturnHeader/Filer/USAddress/AddressLine101919 M STREET NW
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 320
ReturnHeader/Filer/USAddress/City0WASHINGTON
ReturnHeader/Filer/USAddress/State0DC
ReturnHeader/Filer/USAddress/ZIPCode020036
ReturnHeader/Officer/DateSigned02012-08-31
ReturnHeader/Officer/Name0EDWARD H KAPLAN
ReturnHeader/Officer/Phone02022936930
ReturnHeader/Officer/Title0DIRECTOR
ReturnHeader/Preparer/DatePrepared02012-08-09
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10PATRICK O'ROURKE CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1011 - 2ND STREET NE 107
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WASHINGTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0DC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode020002
ReturnHeader/Preparer/Name0PATRICK M O'ROURKE CPA
ReturnHeader/Preparer/Phone02025471876
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-27T14:43:31-05:00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,418,187
Liabilities
$0
Net assets
$1,418,187
Revenue
-
Expenses
$702,258
Net income
-
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
2011Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.70
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