Kaplan Family Foundation Inc (EIN 650455791) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

SCOTT KAPLAN

Phone

3055764000

Tax Period

2024-07-01 to 2025-06-30

Kaplan Family Foundation Inc, founded in 1993, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $673K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $361K, a strong 54% operating margin.

Mission

TO SUPPORT THE GREATER MIAMI JEWISH FEDERATION AND OTHER IRC CODE SECTION 501(C)(3) ORGANIZATIONS THROUGH PHILANTHROPY, VOLUNTARISM AND GRANTMAKING PROGRAMS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $301,718

Program Service Revenue $0

Investment Income $356,499

Other Revenue $14,977

TOTAL REVENUE $673,194

Expense Breakdown

Grants Paid $200,300

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $200,300

Other Expenses $112,290

TOTAL EXPENSES $312,590

Year-over-Year Comparison

	2024	2023	Change
Revenue	$673,194	$737,831	-0.1%
Expenses	$312,590	$393,853	-0.2%
Net Income	$360,604	$343,978	+0.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$252,279

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
JACOB SOLOMON	BOARD MEMBER		$0	$45,289	$720,946
SCOTT KAPLAN	SECRETARY	Officer	$0	$22,613	$252,279
ISAAC FISHER	BOARD MEMBER	Director	$0	$0	$0
HOWARD KAPLAN	BOARD MEMBER	Director	$0	$0	$0
IAN KAPLAN	BOARD MEMBER	Director	$0	$0	$0
LINDA KAPLAN	BOARD MEMBER	Director	$0	$0	$0
DIEGO LOWENSTEIN	BOARD MEMBER	Director	$0	$0	$0
LYLE STERN	BOARD MEMBER	Director	$0	$0	$0
Joshua Kaplan	BOARD MEMBER	Director	$0	$0	$0
Joelle Kaplan	BOARD MEMBER	Director	$0	$0	$0
Stevan Pardo	BOARD MEMBER	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$673,194	$312,590	$5,631,098	$360,604
2024	No data	No data	No data	No data
2023	$606,412	$145,047	$4,376,877	$461,365
2022	$288,505	$176,401	$3,752,249	$112,104
2021	$271,720	$195,077	$3,211,813	$76,643
2020	$380,784	$213,864	$2,747,052	$166,920

Kaplan Family Foundation Inc