Civic Intelligence

Bernard H & Bette Beechen Kaplan Foundation

990PF • Fiscal year 2012 • EIN 94-3334453

Jan 01, 2012 to Dec 31, 2012 • Filed on Mar 25, 2013

1756 Lacassie Avenue94596
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

21st percentile

-16%

Faster asset growth than 21% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$25,503

Down $4,934 (-16%) from 2011

Net Assets

Down

$25,503

Down $4,934 (-16%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$10,790

Up $335 (+3.2%) 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.

$60K$40K$20K$0Assets 2010: $40,832Liabilities 2010: $0Net Assets 2010: $40,8322010Assets 2011: $30,437Liabilities 2011: $0Net Assets 2011: $30,4372011Assets 2012: $25,503Liabilities 2012: $0Net Assets 2012: $25,5032012Assets 2013: $11,960Liabilities 2013: $1Net Assets 2013: $11,9602013Assets 2014: $3,191Liabilities 2014: $1Net Assets 2014: $3,1912014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2012

Assets$25,503
Liabilities$0
Net Assets$25,503

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $128,0762010Expenses 2011: $10,4552011Expenses 2012: $10,7902012Revenue 2013: $2Expenses 2013: $13,545Net Income 2013: -$13,5432013Revenue 2014: $1Expenses 2014: $8,770Net Income 2014: -$8,7692014Revenue 2015: $0Expenses 2015: $3,191Net Income 2015: -$3,1912015

Highlighted filing

2012

Revenue-
Expenses$10,790
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Mar 25, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kenneth M KaplanTrustee-$0--
Marc Paul KaplanTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-PROGRAM SUPPORT501C3WALNUT CREEK, CA, US$9,830
Filing and Contact Details

Filer

EIN
94-3334453
Raw XML Appendix220 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
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AccountingFeesSchedule/AccountingFees/Amount0950
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0950
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0101
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome05755
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0101
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome05755
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA05856
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome0195
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm05755
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss09830
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0101
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-4934
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice034501
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss05755
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome04896
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm094
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
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IRS990PF/BalanceSheets/InvestmentsOtherBOY028646
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
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IRS990PF/BalanceSheets/TotalAssetsBOY030437
IRS990PF/BalanceSheets/TotalAssetsEOY025503
IRS990PF/BalanceSheets/TotalAssetsEOYFMV025503
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY030437
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY025503
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome05755
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss094
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-4934
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal025503
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY030437
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted00
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj098
IRS990PF/DistributableAmount/DistributableAmountBeforeDed098
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome098
IRS990PF/DistributableAmount/TotalTax098
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax098
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal098
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome098
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue098
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY025503
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable00
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn00
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Kenneth M Kaplan
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Marc Paul Kaplan
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101579 Rancho View Road
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine113450 Shangri La Road
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Lafayette
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Lafayette
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode094549
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode194549
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0true
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions09830
IRS990PF/QualifyingDistributions/ExpensesAndContributions09830
IRS990PF/QualifyingDistributions/QualifyingDistributions09830
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Marc Kaplan
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09259470705
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101756 Lacassie Ave 202
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Walnut Creek
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode094596
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount09830
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501C3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0LINDSAY WILDLIFE MUSEUM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0UNAFFILIATED ORGANIZATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101931 FIRST STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WALNUT CREEK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode094596
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear09830
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted00
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear109645
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20127000
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30147500
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40178000
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50195500
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50195500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0471975
IRS990PF/UndistributedIncome/ExcessFromCurrentYear09830
IRS990PF/UndistributedIncome/ExcessFromYear109645
IRS990PF/UndistributedIncome/ExcessFromYear20127000
IRS990PF/UndistributedIncome/ExcessFromYear30147500
IRS990PF/UndistributedIncome/ExcessFromYear40178000
IRS990PF/UndistributedIncome/QualifyingDistributions09830
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus09830
IRS990PF/UndistributedIncome/TotalCorpus0667475
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0657645
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
TaxesSchedule/Taxes/Amount010
TaxesSchedule/Taxes/Category0FRANCHISE TAX BOARD
TaxesSchedule/Taxes/NetInvestmentIncome010
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0943334453
ReturnHeader/Filer/Name/BusinessNameLine10Bernard H & Bette Beechen Kaplan
ReturnHeader/Filer/Name/BusinessNameLine20Foundation
ReturnHeader/Filer/NameControl0BERN
ReturnHeader/Filer/Phone09259470705
ReturnHeader/Filer/USAddress/AddressLine101756 Lacassie Avenue
ReturnHeader/Filer/USAddress/City0Walnut Creek
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094596
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-03-25
ReturnHeader/Officer/Name0Marc Paul Kaplan
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MOORE AND BAKER LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101801 N CALIFORNIA BLVD STE 101
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WALNUT CREEK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0945964133
ReturnHeader/Preparer/Name0David B Baker
ReturnHeader/Preparer/Phone09259336722
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-03-29T12:08:07-07:00

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