Civic Intelligence

Charles and Florence Kaplan Foundation

990PF • Fiscal year 2017 • EIN 81-3833007

Dec 01, 2016 to Nov 30, 2017 • Filed on Jan 29, 2018

Organization Profile
1300 Floyd AveRome, NY 13440

(315) 337-4085

Siviq Scores

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

Liabilities / Assets

84th percentile

0.00x

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

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.00x

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

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Net Margin

97th percentile

95%

Higher net margin than 97% of similar nonprofits.

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$962,418

Up $962,418 from 2016

Net Assets

Up

$962,418

Up $962,418 from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin97th percentile

Revenue

Up

$1,012,418

Up $1,012,418 from 2016

Expenses

Up

$50,000

Up $50,000 from 2016

Net Income

Up

$962,418

Up $962,418 from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $962,418Liabilities 2017: $0Net Assets 2017: $962,4182017Assets 2018: $923,901Liabilities 2018: $0Net Assets 2018: $923,9012018Assets 2019: $894,754Liabilities 2019: $0Net Assets 2019: $894,7542019Assets 2020: $3,758,546Liabilities 2020: $0Net Assets 2020: $3,758,5462020Assets 2021: $3,690,515Liabilities 2021: $0Net Assets 2021: $3,690,5152021Assets 2022: $3,474,992Liabilities 2022: $0Net Assets 2022: $3,474,9922022Assets 2023: $2,489,737Liabilities 2023: $0Net Assets 2023: $2,489,7372023Assets 2024: $2,479,248Liabilities 2024: $0Net Assets 2024: $2,479,2482024

Highlighted filing

2017

Assets$962,418
Liabilities$0
Net Assets$962,418
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $1,012,418Expenses 2017: $50,000Net Income 2017: $962,4182017Revenue 2018: $16,158Expenses 2018: $54,673Net Income 2018: -$38,5152018Revenue 2019: $30,545Expenses 2019: $59,692Net Income 2019: -$29,1472019Revenue 2020: $2,950,612Expenses 2020: $86,820Net Income 2020: $2,863,7922020Revenue 2021: $300,617Expenses 2021: $368,648Net Income 2021: -$68,0312021Revenue 2022: $293,278Expenses 2022: $508,801Net Income 2022: -$215,5232022Revenue 2023: $1,273,295Expenses 2023: $2,258,550Net Income 2023: -$985,2552023Revenue 2024: $184,995Expenses 2024: $195,484Net Income 2024: -$10,4892024

Highlighted filing

2017

Revenue$1,012,418
Expenses$50,000
Net Income$962,418
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Jan 29, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES KAPLANTrustee-$0--
FLORENCE KAPLANTrustee-$0--
LORI KAPLAN FELICETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Charles and Florence Kaplan Foundation
EIN
81-3833007
Phone
3153374085
Address
1300 FLOYD AVE, ROME, NY 13440

Signing Officer

Name
Charles Kaplan
Title
Trustee
Phone
3153374085
Signed
2018-01-29
Discuss with paid preparer
Yes

Preparer

Firm
Barone Howard & Co Cpas Pc
Address
8504 SENECA TURNPIKE, NEW HARTFORD, NY 13413
Preparer
Deborah Fitzgerald CPA
Phone
3157976601
Raw XML Appendix332 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/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LORI KAPLAN FELICE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01300 FLOYD AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ROME
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd013440
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03153374085
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CARDIAC UNIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ROME HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0155 W DOMINICK ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ROME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd013440
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt049248
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt049248
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0752
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0752
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0752
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0752
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0CHARLES A KAPLAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01300 FLOYD AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ROME
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd013440
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03153374085
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES AND FLORENCE KAPLAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0813833007
ReturnHeader/Filer/PhoneNum03153374085
ReturnHeader/Filer/USAddress/AddressLine1Txt01300 FLOYD AVE
ReturnHeader/Filer/USAddress/CityNm0ROME
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013440
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C4A69FA9FE4DBA06F24FB5C76D538F73DC066BD4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BFA1BD565B016903CEDACDFE02BD793B5A333241
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId016209420171150328e00
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-04-25
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.217.213.150
ReturnHeader/FilingSecurityInformation/IPDt02018-01-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:22:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208275758
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARONE HOWARD & CO CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08504 SENECA TURNPIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW HARTFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013413
ReturnHeader/PreparerPersonGrp/PhoneNum03157976601
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH FITZGERALD CPA
ReturnHeader/ReturnTs02018-02-07T11:17:50-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-12-01
ReturnHeader/TaxPeriodEndDt02017-11-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$962,418
Liabilities
$0
Net assets
$962,418
Revenue
$1,012,418
Expenses
$50,000
Net income
$962,418
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.00$2.48$0.18$0.20$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.49$0.00$2.49$1.27$2.26$0.99
2022Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.29$0.51$0.22
2021Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.30$0.37$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$2.95$0.09$2.86
2019Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.03$0.06$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.02$0.05$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$1.01$0.05$0.96
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00