Jerome A And Deena L Kaplan Family Foundation
Jerome A And Deena L Kaplan Family Foundation maintains stable assets despite fluctuating annual revenues and expenses.
EIN: 201933917 · Chevy Chase, MD · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $790K |
| Total Expenses | $526K |
| Program Spending | 90% |
| Net Assets | $1.2M |
| Transparency Score | 85/100 |
Is Jerome A And Deena L Kaplan Family Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Jerome A And Deena L Kaplan Family Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Jerome A And Deena L Kaplan Family Foundation
Jerome A And Deena L Kaplan Family Foundation (EIN: 201933917) is a nonprofit organization based in Chevy Chase, MD, classified under NTEE code T20. The organization reported total revenue of $790K and total assets of $1.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Jerome A And Deena L Kaplan Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Jerome A And Deena L Kaplan Family Foundation is a small nonprofit that has been operating for 21 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 2.3%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $434K |
| Total Expenses | $526K |
| Surplus / Deficit | $-91,870 |
| Total Assets | $1.2M |
| Total Liabilities | $1 |
| Net Assets | $1.2M |
| Operating Margin | -21.2% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 26.5 months |
Financial Health Grade: B
In 2023, Jerome A And Deena L Kaplan Family Foundation reported a deficit of $92K with expenses exceeding revenue, holds 26.5 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Jerome A And Deena L Kaplan Family Foundation's revenue has grown at a compound annual growth rate (CAGR) of 2.3%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -7.8% | +31.2% | +1.1% |
| 2022 | +270.5% | +9.3% | +-0.0% |
| 2021 | -7.3% | -8.8% | -17.2% |
| 2020 | -61.0% | -18.2% | -15.9% |
| 2019 | -47.4% | +61.4% | -4.2% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2005 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Jerome A And Deena L Kaplan Family Foundation with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Jerome A And Deena L Kaplan Family Foundation allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $92K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that the foundation's officers are not compensated, which is a strong positive for resource allocation.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Jerome A And Deena L Kaplan Family Foundation's IRS 990 filings:
- Annual expenses sometimes exceed revenue (e.g., 2023 expenses of $525,653 vs. revenue of $433,783), leading to a draw on assets in some years.
Strengths
The following positive indicators were identified for Jerome A And Deena L Kaplan Family Foundation:
- Consistent 0% officer compensation, indicating efficient use of funds.
- Strong asset base ($1,162,178 in 2023) relative to liabilities ($1), ensuring long-term sustainability.
- Regular and consistent IRS 990 filing history, demonstrating transparency.
Frequently Asked Questions about Jerome A And Deena L Kaplan Family Foundation
Is Jerome A And Deena L Kaplan Family Foundation a legitimate charity?
Jerome A And Deena L Kaplan Family Foundation (EIN: 201933917) is a registered tax-exempt nonprofit based in Maryland. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $790K. 1 red flag identified. 3 strengths noted. Financial health grade: B.
How does Jerome A And Deena L Kaplan Family Foundation spend its money?
Jerome A And Deena L Kaplan Family Foundation directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Jerome A And Deena L Kaplan Family Foundation tax-deductible?
Jerome A And Deena L Kaplan Family Foundation is registered as a tax-exempt nonprofit (EIN: 201933917). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Jerome A And Deena L Kaplan Family Foundation compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Jerome A And Deena L Kaplan Family Foundation is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Jerome A And Deena L Kaplan Family Foundation located?
Jerome A And Deena L Kaplan Family Foundation is headquartered in Chevy Chase, Maryland and files with the IRS under EIN 201933917. It is classified under NTEE code T20.
How many years of IRS 990 filings does Jerome A And Deena L Kaplan Family Foundation have?
Jerome A And Deena L Kaplan Family Foundation has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $790K in total revenue.
Is the Jerome A And Deena L Kaplan Family Foundation financially stable?
Yes, despite annual fluctuations in revenue and expenses (e.g., 2023 expenses of $525,653 exceeded revenue of $433,783), the foundation maintains a strong asset base of $1,162,178 as of 2023, with minimal liabilities, indicating long-term financial stability.
What is the foundation's approach to executive compensation?
The foundation consistently reports 0% officer compensation across all available filings, suggesting a volunteer or uncompensated leadership structure.
How transparent is the foundation?
The foundation demonstrates good transparency by consistently filing its IRS 990 forms, with 10 years of filings available for public review.
Filing History
IRS 990 filing history for Jerome A And Deena L Kaplan Family Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Jerome A And Deena L Kaplan Family Foundation's revenue has grown by 32%, moving from $329K to $434K. Total assets increased by 52.7% over the same period, from $761K to $1.2M. Total functional expenses rose by 32.8%, from $396K to $526K. In its most recent filing year (2023), Jerome A And Deena L Kaplan Family Foundation reported a deficit of $92K, with expenses exceeding revenue. The organization holds $1 in liabilities against $1.2M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $1.2M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $434K | $526K | $1.2M | $1 | — | View 990 |
| 2022 | $470K | $401K | $1.2M | $1 | — | View 990 |
| 2021 | $127K | $367K | $1.2M | $1 | — | View 990 |
| 2020 | $137K | $402K | $1.4M | $1 | — | View 990 |
| 2019 | $352K | $492K | $1.7M | $0 | — | View 990 |
| 2015 | $669K | $305K | $1.7M | $0 | — | View 990 |
| 2014 | $350K | $213K | $1.4M | $0 | — | View 990 |
| 2013 | $245K | $456K | $1.2M | $1 | — | View 990 |
| 2012 | $844K | $170K | $1.4M | $1 | — | View 990 |
| 2011 | $329K | $396K | $761K | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $434K, expenses of $526K, and assets of $1.2M (revenue -7.8% year-over-year).
- 2022: Revenue of $470K, expenses of $401K, and assets of $1.2M (revenue +270.5% year-over-year).
- 2021: Revenue of $127K, expenses of $367K, and assets of $1.2M (revenue -7.3% year-over-year).
- 2020: Revenue of $137K, expenses of $402K, and assets of $1.4M (revenue -61.0% year-over-year).
- 2019: Revenue of $352K, expenses of $492K, and assets of $1.7M (revenue -47.4% year-over-year).
- 2015: Revenue of $669K, expenses of $305K, and assets of $1.7M (revenue +90.9% year-over-year).
- 2014: Revenue of $350K, expenses of $213K, and assets of $1.4M (revenue +43.0% year-over-year).
- 2013: Revenue of $245K, expenses of $456K, and assets of $1.2M (revenue -71.0% year-over-year).
- 2012: Revenue of $844K, expenses of $170K, and assets of $1.4M (revenue +156.9% year-over-year).
- 2011: Revenue of $329K, expenses of $396K, and assets of $761K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Jerome A And Deena L Kaplan Family Foundation:
Data Sources and Methodology
This transparency report for Jerome A And Deena L Kaplan Family Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.