Robert S Kaplan Foundation
Robert S Kaplan Foundation maintains strong asset growth and minimal liabilities with zero reported officer compensation.
EIN: 133637444 · New York, NY · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $39.5M |
| Total Expenses | $3.5M |
| Program Spending | 95% |
| Net Assets | $76.4M |
| Transparency Score | 90/100 |
Is Robert S Kaplan Foundation Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Robert S Kaplan Foundation directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Robert S Kaplan Foundation
Robert S Kaplan Foundation (EIN: 133637444) is a nonprofit organization based in New York, NY. The organization reported total revenue of $39.5M and total assets of $78.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Robert S Kaplan Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Robert S Kaplan Foundation is a large nonprofit that has been operating for 34 years, with 10 years of IRS 990 filings on record (2012–2023). Revenue has grown at a compound annual rate of -10.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $7.2M |
| Total Expenses | $3.5M |
| Surplus / Deficit | +$3.6M |
| Total Assets | $76.4M |
| Total Liabilities | $1 |
| Net Assets | $76.4M |
| Operating Margin | 50.5% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 258.8 months |
Financial Health Grade: A
In 2023, Robert S Kaplan Foundation reported a surplus of $3.6M with revenue exceeding expenses, holds 258.8 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 (2012–2023), Robert S Kaplan Foundation's revenue has declined at a compound annual growth rate (CAGR) of -10.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +377.6% | +12.5% | +2.3% |
| 2022 | -95.0% | +38.7% | -3.0% |
| 2020 | -257.5% | -28.4% | -10.4% |
| 2019 | -97.1% | +48.1% | -5.6% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1992 |
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 Robert S Kaplan Foundation with a Mission Score of 90 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: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, Robert S Kaplan Foundation allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% 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 surplus of $3.6M, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The Robert S Kaplan Foundation consistently reports 0% officer compensation across all available filings, indicating that executive leadership is not compensated through traditional officer salaries, which is highly favorable for resource allocation to its mission.
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.
Strengths
The following positive indicators were identified for Robert S Kaplan Foundation:
- Strong asset growth from $9,820,510 in 2012 to $78,885,269 currently.
- Consistently reports 0% officer compensation, indicating high efficiency in leadership costs.
- Minimal liabilities ($1 or $0) across all filings, reflecting strong financial health and low debt.
- Relatively stable expenses (typically $2M-$3.5M) despite volatile revenue, showing good cost control.
- High program spending efficiency, as a foundation's primary expenses are typically grants.
Frequently Asked Questions about Robert S Kaplan Foundation
Is Robert S Kaplan Foundation a legitimate charity?
Robert S Kaplan Foundation (EIN: 133637444) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 90/100. It has 10 years of IRS 990 filings on record. Total revenue: $39.5M. No red flags identified. 5 strengths noted. Financial health grade: A.
How does Robert S Kaplan Foundation spend its money?
Robert S Kaplan Foundation directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Robert S Kaplan Foundation tax-deductible?
Robert S Kaplan Foundation is registered as a tax-exempt nonprofit (EIN: 133637444). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Robert S Kaplan Foundation located?
Robert S Kaplan Foundation is headquartered in New York, New York and files with the IRS under EIN 133637444.
How many years of IRS 990 filings does Robert S Kaplan Foundation have?
Robert S Kaplan 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 $39.5M in total revenue.
Is the Robert S Kaplan Foundation financially stable?
Yes, the foundation is financially stable, evidenced by its substantial assets of $78,885,269 and consistently minimal liabilities ($1 or $0) across all filings.
How does the foundation manage executive compensation?
The foundation reports 0% officer compensation in all available filings, suggesting that executive leadership is either unpaid or compensated through non-officer channels, which is a strong indicator of efficient resource use.
What is the trend in the foundation's assets?
The foundation has shown significant asset growth, increasing from $9,820,510 in 2012 to $78,885,269 currently, demonstrating effective financial management and investment.
Are the foundation's expenses well-controlled?
Yes, despite highly variable revenue, the foundation's expenses have remained relatively stable, typically between $2 million and $3.5 million annually, indicating good cost control.
Filing History
IRS 990 filing history for Robert S Kaplan Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2012–2023), Robert S Kaplan Foundation's revenue has declined by 68.5%, moving from $22.7M to $7.2M. Total assets increased by 677.8% over the same period, from $9.8M to $76.4M. Total functional expenses rose by 37.5%, from $2.6M to $3.5M. In its most recent filing year (2023), Robert S Kaplan Foundation reported a surplus of $3.6M, with revenue exceeding expenses. The organization holds $1 in liabilities against $76.4M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $76.4M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $7.2M | $3.5M | $76.4M | $1 | — | — |
| 2022 | $1.5M | $3.1M | $74.7M | $1 | — | View 990 |
| 2021 | $29.7M | $2.3M | $77.0M | $1 | — | View 990 |
| 2020 | $-3,927,407 | $2.4M | $54.7M | $1 | — | View 990 |
| 2019 | $2.5M | $3.4M | $61.1M | $1 | — | View 990 |
| 2016 | $86.5M | $2.3M | $64.7M | $0 | — | View 990 |
| 2015 | $7.5M | $3.4M | $19.9M | $59K | — | View 990 |
| 2014 | $15.2M | $2.4M | $15.7M | $0 | — | View 990 |
| 2013 | $3.2M | $2.0M | $11.0M | $0 | — | View 990 |
| 2012 | $22.7M | $2.6M | $9.8M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $7.2M, expenses of $3.5M, and assets of $76.4M (revenue +377.6% year-over-year).
- 2022: Revenue of $1.5M, expenses of $3.1M, and assets of $74.7M (revenue -95.0% year-over-year).
- 2021: Revenue of $29.7M, expenses of $2.3M, and assets of $77.0M.
- 2020: Revenue of $-3,927,407, expenses of $2.4M, and assets of $54.7M (revenue -257.5% year-over-year).
- 2019: Revenue of $2.5M, expenses of $3.4M, and assets of $61.1M (revenue -97.1% year-over-year).
- 2016: Revenue of $86.5M, expenses of $2.3M, and assets of $64.7M (revenue +1045.9% year-over-year).
- 2015: Revenue of $7.5M, expenses of $3.4M, and assets of $19.9M (revenue -50.4% year-over-year).
- 2014: Revenue of $15.2M, expenses of $2.4M, and assets of $15.7M (revenue +372.1% year-over-year).
- 2013: Revenue of $3.2M, expenses of $2.0M, and assets of $11.0M (revenue -85.8% year-over-year).
- 2012: Revenue of $22.7M, expenses of $2.6M, and assets of $9.8M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Robert S Kaplan Foundation:
Data Sources and Methodology
This transparency report for Robert S Kaplan 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.