Civic Intelligence

Brautigam-Kaplan-Ostergaard Foundation

990PF • Fiscal year 2017 • EIN 94-3124771

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

Organization Profile
PO Box 1565Rancho Mirage, CA 92270

(760) 992-5512

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

98th percentile

221%

Faster asset growth than 98% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

934%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$443,188

Up $305,039 (+221%) from 2016

Net Assets

Up

$443,188

Up $305,039 (+221%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin98th percentile

Revenue

Up

$760,546

Up $687,020 (+934%) from 2016

Expenses

Up

$52,490

Up $27,060 (+106%) from 2016

Net Income

Up

$708,056

Up $659,960 (+1372%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $101,926Liabilities 2011: $02011Assets 2012: $115,246Liabilities 2012: $12012Assets 2013: $94,790Liabilities 2013: $02013Assets 2014: $93,315Liabilities 2014: $0Net Assets 2014: $93,3152014Assets 2015: $90,053Liabilities 2015: $0Net Assets 2015: $90,0532015Assets 2016: $138,149Liabilities 2016: $0Net Assets 2016: $138,1492016Assets 2017: $443,188Liabilities 2017: $0Net Assets 2017: $443,1882017Assets 2018: $678,595Liabilities 2018: $0Net Assets 2018: $678,5952018Assets 2019: $1,248,303Liabilities 2019: $0Net Assets 2019: $1,248,3032019Assets 2020: $1,761,818Liabilities 2020: $0Net Assets 2020: $1,761,8182020Assets 2021: $2,442,904Liabilities 2021: $0Net Assets 2021: $2,442,9042021Assets 2022: $2,062,695Liabilities 2022: $0Net Assets 2022: $2,062,6952022Assets 2023: $1,714,018Liabilities 2023: $0Net Assets 2023: $1,714,0182023Assets 2024: $2,182,414Liabilities 2024: $0Net Assets 2024: $2,182,4142024

Highlighted filing

2017

Assets$443,188
Liabilities$0
Net Assets$443,188
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $27,043Expenses 2011: $4,886Net Income 2011: $22,1572011Revenue 2012: $37,924Expenses 2012: $24,604Net Income 2012: $13,3202012Revenue 2013: $18,416Expenses 2013: $27,328Net Income 2013: -$8,9122013Revenue 2014: $13,898Expenses 2014: $15,373Net Income 2014: -$1,4752014Revenue 2015: $3,695Expenses 2015: $6,957Net Income 2015: -$3,2622015Revenue 2016: $73,526Expenses 2016: $25,430Net Income 2016: $48,0962016Revenue 2017: $760,546Expenses 2017: $52,490Net Income 2017: $708,0562017Revenue 2018: $358,168Expenses 2018: $141,799Net Income 2018: $216,3692018Revenue 2019: $1,344,521Expenses 2019: $340,843Net Income 2019: $1,003,6782019Revenue 2020: $1,314,146Expenses 2020: $189,096Net Income 2020: $1,125,0502020Revenue 2021: $1,683,514Expenses 2021: $476,073Net Income 2021: $1,207,4412021Revenue 2022: $498,476Expenses 2022: $618,231Net Income 2022: -$119,7552022Revenue 2023: $35,006Expenses 2023: $384,894Net Income 2023: -$349,8882023Revenue 2024: $306,161Expenses 2024: $408,338Net Income 2024: -$102,1772024

Highlighted filing

2017

Revenue$760,546
Expenses$52,490
Net Income$708,056
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David KaplanExecutive Direc-$0--
Filing and Contact Details

Filer

Filer Name
BrautigamKaplan Foundation
EIN
94-3124771
Phone
7609925512
Address
PO Box 1565, Rancho Mirage, CA 92270

Signing Officer

Name
David Kaplan
Title
Executive Direc
Signed
2018-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Offices of Arnold H Zippel
Address
235 Montgomery St Ste 1010, San Francisco, CA 94104
Preparer
Arnold Zippel
Phone
4159864990
Raw XML Appendix314 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0David Kaplan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Executive Direc
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd287504
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394122
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492262
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050500
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt024027
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt016763
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt021500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt021500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0111290
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt050500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt024027
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt016763
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt050500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0132790
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt082290
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0David Kaplan
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 1565
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Rancho Mirage
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0922701056
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0493217
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0493217
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc012.14.17 - 850 shrs Nestle 09.13.17 - 1,000 shrs Cabelas08.16.17 - 2,950 shrs Cabelas08.16.17 - 4,50
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02001-01-01
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0403017
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Unrealized gain on contributed marketable securities
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Charity Renewal Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Professional Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2State Filing
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0198
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11228
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
TaxesSchedule/TaxesDetail/Amt0529
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1State Tax
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Kaplan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Direc
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BrautigamKaplan Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BRAU
ReturnHeader/Filer/EIN0943124771
ReturnHeader/Filer/PhoneNum07609925512
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1565
ReturnHeader/Filer/USAddress/CityNm0Rancho Mirage
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092270
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943342379
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Offices of Arnold H Zippel
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0235 Montgomery St Ste 1010
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04159864990
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Arnold Zippel
ReturnHeader/ReturnTs02018-05-09T13:10:55-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$443,188
Liabilities
$0
Net assets
$443,188
Revenue
$760,546
Expenses
$52,490
Net income
$708,056
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.31$0.41$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.04$0.38$0.35
2022Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.50$0.62$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$1.68$0.48$1.21
2020Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$1.31$0.19$1.13
2019Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$1.34$0.34$1.00
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.36$0.14$0.22
2017Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.76$0.05$0.71
2016Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.07$0.03$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.00$0.01$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.01$0.02$0.00
2013Summary only. Only limited summary data is available for this year.$0.09$0.00$0.02$0.03$0.01
2012Summary only. Only limited summary data is available for this year.$0.12$0.00$0.04$0.02$0.01
2011Summary only. Only limited summary data is available for this year.$0.10$0.00$0.03$0.00$0.02