Harold J Kaplan Md Charitable Tr is a 501(c)(3) organization based in Owings Mills, Maryland, registered in 2003, with $118,300 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$118K
▲ 29.6% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$118K
Net assets
$1.6M
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Harold J Kaplan Md Charitable Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Harold J Kaplan Md Charitable Tr: 162 mo reserves · -0% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Harold J Kaplan Md Charitable Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Harold J Kaplan Md Charitable Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $177K (FY2014) to $118K (FY2024) across 11 reported years.
Financial snapshot
Operating margin
-0.1%
Spent more than it raised in the latest fiscal year.
Total assets
$1.6M
Total liabilities
$0
Net assets
$1.6M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $118,300▲29.6% | $118,408▲1.6% | $1,594,771 | $1,594,771 | 990PF |
| 2023 | $91,309▲41.8% | $116,549▲17.7% | $1,594,879▼1.6% | $1,594,879▼1.6% | 990PF |
| 2022 | $64,402▼58.6% | $99,015▲0.9% | $1,620,119▼2.1% | $1,620,119▼2.1% | 990PF |
| 2021 | $155,402▲63.7% | $98,154▲14.2% | $1,654,732▲3.6% | $1,654,732▲3.6% | 990PF |
| 2020 | $94,905▲42.1% | $85,921▼5.9% | $1,597,484▲0.6% | $1,597,484▲0.6% | 990PF |
| 2019 | $66,800▼60.4% | $91,345▲6.3% | $1,588,500▼1.5% | $1,588,500▼1.5% | 990PF |
| 2018 | $168,897▲95.0% | $85,959▼18.0% | $1,613,045▲5.4% | $1,613,045▲5.4% | 990PF |
| 2017 | $86,605▼6.0% | $104,790▼30.7% | $1,530,107▼1.2% | $1,530,107▼1.2% | 990PF |
| 2016 | $92,160▲6.7% | $151,283▲137% | $1,548,292▼3.7% | $1,548,292▼3.7% | 990PF |
| 2015 | $86,364▼51.1% | $63,711▼41.5% | $1,607,415▲1.4% | $1,607,415▲1.4% | 990PF |
| 2014 | $176,643 | $108,861 | $1,584,762 | $1,584,762 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Harold J Kaplan Md Charitable Tr (EIN 22-6908681) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.