Civic Intelligence

Caplan Fam Foundation Tr Agreement 102700

990PF • Fiscal year 2018 • EIN 13-7258430

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 20, 2019

Organization Profile
20 Brynwood LaneGreenwich, CT 06831

(212) 223-6300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

64th percentile

9.9%

Higher net margin than 64% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

11th percentile

-39%

Faster asset growth than 11% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

18th percentile

-27%

Faster revenue growth than 18% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$395,266

Down $256,021 (-39%) from 2017

Net Assets

Up

$680,552

Up $29,265 (+4.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin64th percentile

Revenue

Down

$295,591

Down $109,571 (-27%) from 2017

Expenses

Up

$266,326

Up $82,808 (+45%) from 2017

Net Income

Down

$29,265

Down $192,379 (-87%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$1.0M$500K$0Assets 2010: $11,028Liabilities 2010: $0Net Assets 2010: $11,0282010Assets 2011: $128,720Liabilities 2011: $02011Assets 2012: $84,356Liabilities 2012: $02012Assets 2013: $101,866Liabilities 2013: $0Net Assets 2013: $101,8662013Assets 2014: $98,832Liabilities 2014: $0Net Assets 2014: $98,8322014Assets 2015: $277,380Liabilities 2015: $0Net Assets 2015: $277,3802015Assets 2016: $429,643Liabilities 2016: $0Net Assets 2016: $429,6432016Assets 2017: $651,287Liabilities 2017: $0Net Assets 2017: $651,2872017Assets 2018: $395,266Liabilities 2018: $0Net Assets 2018: $680,5522018Assets 2019: $781,181Liabilities 2019: $0Net Assets 2019: $631,0982019Assets 2020: $767,656Liabilities 2020: $12020Assets 2021: $982,196Liabilities 2021: $0Net Assets 2021: $982,1962021Assets 2022: $778,392Liabilities 2022: $0Net Assets 2022: $778,3922022Assets 2023: $829,446Liabilities 2023: $12023Assets 2024: $478,968Liabilities 2024: $0Net Assets 2024: $478,9682024

Highlighted filing

2018

Assets$395,266
Liabilities$0
Net Assets$680,552
Open 2018 Filing

Operations Trend

Revenue Growth18th percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $102,8042010Revenue 2011: $250,764Expenses 2011: $133,072Net Income 2011: $117,6922011Revenue 2012: $100,345Expenses 2012: $144,709Net Income 2012: -$44,3642012Revenue 2013: $94,116Expenses 2013: $76,606Net Income 2013: $17,5102013Revenue 2014: $120,039Expenses 2014: $123,073Net Income 2014: -$3,0342014Revenue 2015: $300,049Expenses 2015: $121,501Net Income 2015: $178,5482015Revenue 2016: $446,463Expenses 2016: $294,200Net Income 2016: $152,2632016Revenue 2017: $405,162Expenses 2017: $183,518Net Income 2017: $221,6442017Revenue 2018: $295,591Expenses 2018: $266,326Net Income 2018: $29,2652018Revenue 2019: $210,546Expenses 2019: $260,000Net Income 2019: -$49,4542019Revenue 2020: $290,258Expenses 2020: $153,700Net Income 2020: $136,5582020Revenue 2021: $307,430Expenses 2021: $249,600Net Income 2021: $57,8302021Revenue 2022: $56,813Expenses 2022: $257,302Net Income 2022: -$200,4892022Revenue 2023: $178,286Expenses 2023: $128,207Net Income 2023: $50,0792023Revenue 2024: $426,490Expenses 2024: $305,750Net Income 2024: $120,7402024

Highlighted filing

2018

Revenue$295,591
Expenses$266,326
Net Income$29,265
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 20, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GORDON CAPLANPresident-$0--
AMY CAPLANVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
Caplan Family Foundation Trust
EIN
13-7258430
Phone
2122236300
Address
20 BRYNWOOD LANE, GREENWICH, CT 06831

Signing Officer

Name
Gordon Caplan
Title
President
Phone
2122236300
Signed
2019-09-20
Discuss with paid preparer
Yes

Preparer

Firm
Shufrin & Associates LLC
Address
155 E 55TH ST STE 204, NEW YORK, NY 10022-4051
Preparer
Harry Shufrin
Phone
2122236300
Raw XML Appendix310 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/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0522596
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0177035
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07839
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1AMY CAPLAN
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71942 BIG CYRPRESS DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ITHACA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GREENWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BRONX
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4GREENWICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7SAINT CLOUD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd014853
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106831
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210458
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd511217
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0GORDON CAPLAN
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm1AMY CAPLAN
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0266250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt025533
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025533
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0154992
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0294200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0121500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0118343
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0165985
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0165985
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0929752
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0240717
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0154992
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0294200
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0121500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0118343
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0266250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0240717
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01095737
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0855020
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt166
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt166
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GORDON CAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02122236300
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAPLAN FAMILY FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CAPL
ReturnHeader/Filer/EIN0137258430
ReturnHeader/Filer/PhoneNum02122236300
ReturnHeader/Filer/USAddress/AddressLine1Txt020 BRYNWOOD LANE
ReturnHeader/Filer/USAddress/CityNm0GREENWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006831
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A970A1628434AA2266EE11D390A90F0F1C8B45B9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A970A1628434AA2266EE11D390A90F0F1C8B45B9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.213.165.194
ReturnHeader/FilingSecurityInformation/IPDt02019-10-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm018:13:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133972197
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHUFRIN & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 E 55TH ST STE 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100224051
ReturnHeader/PreparerPersonGrp/PhoneNum02122236300
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARRY SHUFRIN
ReturnHeader/ReturnTs02019-10-10T18:13:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$395,266
Liabilities
$0
Net assets
$680,552
Revenue
$295,591
Expenses
$266,326
Net income
$29,265
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.79$0.00$4.79$4.26$3.06$1.21
2023Summary only. Only limited summary data is available for this year.$8.29$0.00$1.78$1.28$0.50
2022Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$0.57$2.57$2.00
2021Detailed filing. Detailed filing data is available for this year.$9.82$0.00$9.82$3.07$2.50$0.58
2020Summary only. Only limited summary data is available for this year.$7.68$0.00$2.90$1.54$1.37
2019Detailed filing. Detailed filing data is available for this year.$7.81$0.00$6.31$2.11$2.60$0.49
2018Detailed filing. Detailed filing data is available for this year.$3.95$0.00$6.81$2.96$2.66$0.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.51$0.00$6.51$4.05$1.84$2.22
2016Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$4.46$2.94$1.52
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.00$2.77$3.00$1.22$1.79
2014Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$1.20$1.23$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.94$0.77$0.18
2012Summary only. Only limited summary data is available for this year.$0.84$0.00$1.00$1.45$0.44
2011Summary only. Only limited summary data is available for this year.$1.29$0.00$2.51$1.33$1.18
2010Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$1.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • <$500k nonprofits