Civic Intelligence

Robert E Kaplan Charitable Foundation

990PF • Fiscal year 2023 • EIN 88-2428795

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

Organization Profile
4138 S Harvard Ave Suite C-4Tulsa, OK 74135

(918) 633-3592

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

97th percentile

98%

Higher net margin than 97% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

59th percentile

$45,000

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

100th percentile

298220000%

Faster asset growth than 100% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

100th percentile

303484700%

Faster revenue growth than 100% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,982,201

Up $2,982,200 (+298220000%) from 2022

Net Assets

Up

$2,982,201

Up $2,982,201 from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin97th percentile

Revenue

Up

$3,034,848

Up $3,034,847 (+303484700%) from 2022

Expenses

Up

$52,647

Up $52,647 from 2022

Net Income

Up

$2,982,201

Up $2,982,200 (+298220000%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $1Liabilities 2020: $1Net Assets 2020: $02020Assets 2021: $1Liabilities 2021: $1Net Assets 2021: $02021Assets 2022: $1Liabilities 2022: $1Net Assets 2022: $02022Assets 2023: $2,982,201Liabilities 2023: $1Net Assets 2023: $2,982,2012023Assets 2024: $3,041,113Liabilities 2024: $77,000Net Assets 2024: $2,964,1132024

Highlighted filing

2023

Assets$2,982,201
Liabilities$1
Net Assets$2,982,201
Open 2023 Filing

Operations Trend

Revenue Growth100th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2020: $1Expenses 2020: $0Net Income 2020: $12020Revenue 2021: $1Expenses 2021: $0Net Income 2021: $12021Revenue 2022: $1Expenses 2022: $0Net Income 2022: $12022Revenue 2023: $3,034,848Expenses 2023: $52,647Net Income 2023: $2,982,2012023Revenue 2024: $186,633Expenses 2024: $204,721Net Income 2024: -$18,0882024

Highlighted filing

2023

Revenue$3,034,848
Expenses$52,647
Net Income$2,982,201
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas ZeidersTrusteePT$45,000-$45,000
Filing and Contact Details

Filer

Filer Name
The Robert E Kaplan Charitable
EIN
88-2428795
Phone
9186333592
Address
4138 S Harvard Ave Suite C-4, Tulsa, OK 74135

Signing Officer

Name
Thomas Zeiders
Title
Trustee
Signed
2024-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Conklin Gilpin & Wertz PLLC
Address
2738 E 51st Street Ste 370, Tulsa, OK 74105
Preparer
Seth P Carr
Phone
9187490921
Raw XML Appendix281 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0113
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Corporate Bonds
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0569397
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt017090
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03514
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0170
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Various Morgan Stanley 344 - LT Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Various Morgan Stanley 344 - LT Noncovered
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02982201
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IRS990PF/FMVAssetsEOYAmt03014478
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0569397
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01235800
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01272352
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0992136
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IRS990PF/InitialReturnInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02109282
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt035606
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0116907
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02338145
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IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02373751
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt045000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Thomas Zeiders
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04138 S Harvard Ave Suite C-4
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Thomas Zeiders
IRS990PF/StatementsRegardingActyGrp/PhoneNum09186333592
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0115607
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0115607
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Robert E Kaplan Rvoc Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Robert E Kaplan Rvoc Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02434 E 24th St
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt12434 E 24th St
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Tulsa
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Tulsa
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1OK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd074114
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd174114
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0877326
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt12011332
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt02011332
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Investments
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Advisory Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03514
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03514
TaxesSchedule/TaxesDetail/Amt0170
TaxesSchedule/TaxesDetail/CategoryTxt0Foregin Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0170
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas Zeiders
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Robert E Kaplan Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0882428795
ReturnHeader/Filer/PhoneNum09186333592
ReturnHeader/Filer/USAddress/AddressLine1Txt04138 S Harvard Ave Suite C-4
ReturnHeader/Filer/USAddress/CityNm0Tulsa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074135
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271439588
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Conklin Gilpin & Wertz PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02738 E 51st Street Ste 370
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tulsa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074105
ReturnHeader/PreparerPersonGrp/PhoneNum09187490921
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Seth P Carr
ReturnHeader/ReturnTs02024-11-14T12:38:31-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,982,201
Liabilities
$1
Net assets
$2,982,201
Revenue
$3,034,848
Expenses
$52,647
Net income
$2,982,201
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.04$0.08$2.96$0.19$0.20$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$3.03$0.05$2.98
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00