Civic Intelligence

Caplan Fam Foundation Tr Agreement 102700

990PF • Fiscal year 2020 • EIN 13-7258430

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

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

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

87th percentile

47%

Higher net margin than 87% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

79th percentile

26%

Faster asset growth than 79% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

83rd percentile

38%

Faster revenue growth than 83% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$985,579

Up $217,923 (+28%) from 2020

Net Assets

$767,656

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin87th percentile

Revenue

Flat

$290,258

Flat from 2020

Expenses

Flat

$153,700

Flat from 2020

Net Income

Flat

$136,558

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth79th 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: $985,579Liabilities 2020: $0Net Assets 2020: $767,6562020Assets 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

2020

Assets$985,579
Liabilities$0
Net Assets$767,656
Open 2020 Filing

Operations Trend

Revenue Growth83rd 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 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

2020

Revenue$290,258
Expenses$153,700
Net Income$136,558
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay55th 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
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Carmen & Pearl
Address
100 CROSSWAYS PARK W STE 214, WOODBURY, NY 11797
Preparer
Dennis Carmen
Phone
5164967300
Raw XML Appendix272 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0DONATION
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0631098
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt065117
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09826
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GORDON CAPLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1AMY CAPLAN
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05164967300
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL PURPOSE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WINSTON PREP SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE ALEPH INSTITUE
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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/AppliedToCurrentYearAmt032138
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032138
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0238319
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0240717
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0154992
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0294200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0121500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0121500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01049790
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0121562
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0238319
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0240717
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0154992
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0294200
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0153700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0121562
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01171290
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01049728
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GORDON CAPLAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt020 BRYNWOOD LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0GREENWICH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd006831
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0151000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GORDON CAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02122236300
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
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/PreparerFirmGrp/PreparerFirmEIN0112501377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARMEN & PEARL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 CROSSWAYS PARK W STE 214
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011797
ReturnHeader/PreparerPersonGrp/PhoneNum05164967300
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS CARMEN
ReturnHeader/ReturnTs02021-11-15T14:57:36-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GORDON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CAPLAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$985,579
Liabilities
$0
Net assets
$767,656
Revenue
$290,258
Expenses
$153,700
Net income
$136,558
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
2020Detailed filing. Detailed filing data is available for this year.$9.86$0.00$7.68$2.90$1.54$1.37
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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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