Civic Intelligence

The Joseph N Capaldo Foundation Joseph a Capaldo

990PF • Fiscal year 2016 • EIN 06-1579138

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 30, 2017

Organization Profile
5490 Neal RoadFort Meyers, FL 33905

(239) 693-2919

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

31st percentile

-6.0%

Higher net margin than 31% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

46th percentile

-0.5%

Faster asset growth than 46% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

92nd percentile

94%

Faster revenue growth than 92% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$66,964

Down $347 (-0.5%) from 2015

Net Assets

Down

$66,964

Down $347 (-0.5%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin31st percentile

Revenue

Up

$5,694

Up $2,755 (+94%) from 2015

Expenses

Up

$6,033

Up $54 (+0.9%) from 2015

Net Income

Up

-$339

Up $2,701 (+89%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2011: $73,946Liabilities 2011: $02011Assets 2012: $73,603Liabilities 2012: $0Net Assets 2012: $73,6032012Assets 2013: $72,202Liabilities 2013: $1Net Assets 2013: $72,2022013Assets 2014: $70,380Liabilities 2014: $0Net Assets 2014: $70,3802014Assets 2015: $67,311Liabilities 2015: $1Net Assets 2015: $67,3112015Assets 2016: $66,964Liabilities 2016: $0Net Assets 2016: $66,9642016Assets 2017: $64,853Liabilities 2017: $0Net Assets 2017: $64,8532017Assets 2018: $62,841Liabilities 2018: $15Net Assets 2018: $62,8262018Assets 2019: $59,636Liabilities 2019: $1Net Assets 2019: $59,6362019Assets 2020: $56,863Liabilities 2020: $12020Assets 2021: $58,698Liabilities 2021: $1Net Assets 2021: $58,6982021Assets 2022: $53,485Liabilities 2022: $12022Assets 2023: $51,375Liabilities 2023: $12023

Highlighted filing

2016

Assets$66,964
Liabilities$0
Net Assets$66,964
Open 2016 Filing

Operations Trend

Revenue Growth92nd percentile

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

$10K$5.0K$0-$5.0K-$10KRevenue 2011: $2,032Expenses 2011: $8,193Net Income 2011: -$6,1612011Expenses 2012: $4,6172012Revenue 2013: $4,575Expenses 2013: $5,976Net Income 2013: -$1,4012013Revenue 2014: $4,141Expenses 2014: $5,948Net Income 2014: -$1,8072014Revenue 2015: $2,939Expenses 2015: $5,979Net Income 2015: -$3,0402015Revenue 2016: $5,694Expenses 2016: $6,033Net Income 2016: -$3392016Revenue 2017: $3,385Expenses 2017: $5,491Net Income 2017: -$2,1062017Revenue 2018: $3,316Expenses 2018: $5,328Net Income 2018: -$2,0122018Revenue 2019: $2,836Expenses 2019: $6,011Net Income 2019: -$3,1752019Revenue 2020: $3,368Expenses 2020: $6,125Net Income 2020: -$2,7572020Revenue 2021: $8,766Expenses 2021: $6,956Net Income 2021: $1,8102021Revenue 2022: $1,674Expenses 2022: $6,872Net Income 2022: -$5,1982022Revenue 2023: $6,536Expenses 2023: $8,524Net Income 2023: -$1,9882023

Highlighted filing

2016

Revenue$5,694
Expenses$6,033
Net Income-$339
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 30, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH A CAPALDOTrustee-$0--
HEIDI CAPALDOTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Joseph N Capaldo Foundation
EIN
06-1579138
Phone
2396932919
Address
5490 NEAL ROAD, FORT MEYERS, FL 33905

Signing Officer

Name
Joseph a Capaldo
Title
Trustee
Phone
2396932919
Signed
2017-03-30
Discuss with paid preparer
Yes

Preparer

Firm
Levin Bengtson & Smith Pc
Address
20 WATERSIDE DR STE 101, FARMINGTON, CT 06032-1737
Preparer
Christine Smith
Phone
8606785160
Raw XML AppendixShowing 400 of 429 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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0505
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5650
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ASSISTANCE TO INDIGENT FAMILIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ASSISTANCE TO INDIGENT FAMILIES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5ASSISTANCE TO INDIGENT FAMILITES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6ASSISTANCE TO INDIGENT FAMILIIES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4INDIVIDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5INDIVIDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6INDIVIDUAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1VERONICA HERNANDEZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2T M RICHTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3CHRISTINE MCWATTERS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt118 ROBIN LANE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt329 PAULINE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42 WAKE ROBIN LANE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHESHIRE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0286
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03821
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03880
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04107
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03594
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03821
OtherDecreasesSchedule/OtherDecreasesDetail/Amt08
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01006
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WELLS FARGO INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01006
TaxesSchedule/TaxesDetail/Amt020
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON DIVIDENDS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt020
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,964
Liabilities
$0
Net assets
$66,964
Revenue
$5,694
Expenses
$6,033
Net income
-$339
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$51.4$0.00$6.54$8.52$1.99
2022Detailed filing. Detailed filing data is available for this year.$53.5$0.00$1.67$6.87$5.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.7$0.00$58.7$8.77$6.96$1.81
2020Detailed filing. Detailed filing data is available for this year.$56.9$0.00$3.37$6.13$2.76
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.6$0.00$59.6$2.84$6.01$3.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.8$0.02$62.8$3.32$5.33$2.01
2017Detailed filing. Detailed filing data is available for this year.$64.9$0.00$64.9$3.39$5.49$2.11
2016Detailed filing. Detailed filing data is available for this year.$67.0$0.00$67.0$5.69$6.03$0.34
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.3$0.00$67.3$2.94$5.98$3.04
2014Detailed filing. Detailed filing data is available for this year.$70.4$0.00$70.4$4.14$5.95$1.81
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$72.2$0.00$72.2$4.58$5.98$1.40
2012Detailed filing. Detailed filing data is available for this year.$73.6$0.00$73.6$4.62
2011Summary only. Only limited summary data is available for this year.$73.9$0.00$2.03$8.19$6.16