Civic Intelligence

The Kaphan Foundation

990T • Fiscal year 2023 • EIN 65-1211107

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

Organization Profile

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PO Box 18801Seattle, WA 98118-0801

(206) 691-9864

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

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.

$150M$100M$50M$0Assets 2011: $26,233,976Liabilities 2011: $02011Assets 2012: $30,476,785Liabilities 2012: $02012Assets 2013: $32,784,241Liabilities 2013: $0Net Assets 2013: $32,784,2412013Assets 2014: $34,990,001Liabilities 2014: $02014Assets 2015: $34,943,956Liabilities 2015: $02015Assets 2019: $134,709,321Liabilities 2019: $0Net Assets 2019: $134,709,3212019Assets 2020: $134,727,790Liabilities 2020: $0Net Assets 2020: $134,727,7902020Assets 2021: $135,612,615Liabilities 2021: $0Net Assets 2021: $135,612,6152021Assets 2022: $137,634,375Liabilities 2022: $2,607Net Assets 2022: $137,631,7682022Assets 2023: $138,998,461Liabilities 2023: $4,786Net Assets 2023: $138,993,6752023Assets 2024: $141,398,672Liabilities 2024: $753Net Assets 2024: $141,397,9192024

Latest loaded filing

2024

Assets$141,398,672
Liabilities$753
Net Assets$141,397,919
Open 2024 Filing

Operations Trend

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

$60M$40M$20M$0-$20MRevenue 2011: $2,629,084Expenses 2011: $1,389,328Net Income 2011: $1,239,7562011Revenue 2012: $5,852,939Expenses 2012: $1,610,130Net Income 2012: $4,242,8092012Revenue 2013: $2,948,177Expenses 2013: $640,721Net Income 2013: $2,307,4562013Revenue 2014: $5,164,597Expenses 2014: $3,022,174Net Income 2014: $2,142,4232014Revenue 2015: $2,062,534Expenses 2015: $2,299,980Net Income 2015: -$237,4462015Revenue 2019: $48,132,047Expenses 2019: $6,842,340Net Income 2019: $41,289,7072019Revenue 2020: $3,354,502Expenses 2020: $10,635,317Net Income 2020: -$7,280,8152020Revenue 2021: $3,581,390Expenses 2021: $18,438,173Net Income 2021: -$14,856,7832021Revenue 2022: $3,324,194Expenses 2022: $22,560,291Net Income 2022: -$19,236,0972022Revenue 2023: $3,996,290Expenses 2023: $22,809,414Net Income 2023: -$18,813,1242023Revenue 2024: $5,733,988Expenses 2024: $24,073,451Net Income 2024: -$18,339,4632024

Latest loaded filing

2024

Revenue$5,733,988
Expenses$24,073,451
Net Income-$18,339,463
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
Kaphan Foundation
EIN
65-1211107
Phone
2066919864
Address
PO BOX 18801, SEATTLE, WA 98118-0801

Signing Officer

Name
Sheldon J Kaphan
Title
President
Phone
2066919864
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
200 W MERCER ST STE E300, SEATTLE, WA 98119-3958
Preparer
Mark a Gegax CPA
Phone
2062857242
Raw XML Appendix117 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.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt06012
IRS1120ScheduleD/Form4797GainOrLossAmt06012
IRS1120ScheduleD/NetCapitalGainAmt06012
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt06012
IRS990T/BooksInCareOfDetail/PersonNm0EIDE BAILLY LLP
IRS990T/BooksInCareOfDetail/PhoneNum02062857242
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0200 W MERCER ST SUITE E300
IRS990T/BooksInCareOfDetail/USAddress/CityNm0SEATTLE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0981193995
IRS990T/BookValueAssetsEOYAmt0138998461
IRS990T/CharitableContributionsDedAmt0516
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt03656
IRS990T/OverpaymentSection/OverpaymentAmt03656
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt04632
IRS990TScheduleA/CapitalGainNetIncomeAmt06012
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/DeductionSetAsidesAmt00
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/IncomeTypeDesc0PASSTHROUGH INCOME FROM TOWNSEND REAL ESTATE ALPHA FUND III, LP
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeAmt00
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeDeductionAmt00
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeSetAsidesAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0900001
IRS990TScheduleA/RentIncomePropertyGrp/DeductionsConnectedRentIncmAmt00
IRS990TScheduleA/RentIncomePropertyGrp/RentPersonalPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/RentRealPersonalPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/TotalRentsByPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/AddressLine1Txt0950 MAIN AVENUE SUITE 1600
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/CityNm0CLEVELAND
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/StateAbbreviationCd0OH
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/ZIPCd044113
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0151
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt06163
IRS990TScheduleA/TotUnrltTrdBusIncmAmt06163
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0PASSTHROUGH INCOME FROM TOWNSEND REAL ESTATE ALPHA FUND III, LP
IRS990TScheduleA/UBIBeforeNOLDedAmt06163
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt06163
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct00.00000
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt0950 MAIN AVENUE SUIT
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm0CLEVELAND
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd0OH
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd044113
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt0976
IRS990T/TaxExemptInterestAmt045604
IRS990T/TaxLessCreditsAmt0976
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt04632
IRS990T/TotalTaxAmt0976
IRS990T/TotalTaxComputationAmt0976
IRS990T/TotalUBTIAmt04647
IRS990T/TotalUBTIBeforeNOLSpecificAmt05647
IRS990T/TotalUBTIBeforeSection199AAmt05647
IRS990T/TotalUBTIComputedAmt06163
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELDON J KAPHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02066919864
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KAPHAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KAPH
ReturnHeader/Filer/EIN0651211107
ReturnHeader/Filer/PhoneNum02066919864
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 18801
ReturnHeader/Filer/USAddress/CityNm0SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd0981180801
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 W MERCER ST STE E300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0981193958
ReturnHeader/PreparerPersonGrp/PhoneNum02062857242
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK A GEGAX CPA
ReturnHeader/ReturnTs02024-11-15T08:49:07-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$141$0.00$141$5.73$24.1$18.3
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$139$0.00$139$4.00$22.8$18.8
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$138$0.00$138$3.32$22.6$19.2
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$136$0.00$136$3.58$18.4$14.9
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$135$0.00$135$3.35$10.6$7.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$135$0.00$135$48.1$6.84$41.3
2015Summary only. Only limited summary data is available for this year.$34.9$0.00$2.06$2.30$0.24
2014Summary only. Only limited summary data is available for this year.$35.0$0.00$5.16$3.02$2.14
2013Detailed filing. Detailed filing data is available for this year.$32.8$0.00$32.8$2.95$0.64$2.31
2012Summary only. Only limited summary data is available for this year.$30.5$0.00$5.85$1.61$4.24
2011Summary only. Only limited summary data is available for this year.$26.2$0.00$2.63$1.39$1.24