Civic Intelligence

The Cappello Foundation

990PF • Fiscal year 2011 • EIN 20-3987578

Jan 01, 2011 to Dec 31, 2011 • Filed on Oct 18, 2012

Organization Profile
Foundation Source 501 Silverside Rd19809-1377
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.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$179

Down $53,937 (-100%) from 2010

Net Assets

Down

$179

Down $53,937 (-100%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$92,313

Up $2,670 (+3.0%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $54,116Liabilities 2010: $0Net Assets 2010: $54,1162010Assets 2011: $179Liabilities 2011: $0Net Assets 2011: $1792011Assets 2012: $3,472Liabilities 2012: $12012Assets 2013: $27,125Liabilities 2013: $0Net Assets 2013: $27,1252013Assets 2014: $14,744Liabilities 2014: $0Net Assets 2014: $14,7442014Assets 2015: $39,696Liabilities 2015: $0Net Assets 2015: $39,6962015Assets 2016: $1,006,571Liabilities 2016: $0Net Assets 2016: $1,006,5712016Assets 2017: $1,262,964Liabilities 2017: $0Net Assets 2017: $1,262,9642017Assets 2018: $1,796,262Liabilities 2018: $0Net Assets 2018: $1,796,2622018Assets 2019: $1,215,499Liabilities 2019: $0Net Assets 2019: $1,215,4992019Assets 2020: $1,156,452Liabilities 2020: $0Net Assets 2020: $1,156,4522020Assets 2021: $1,023,139Liabilities 2021: $0Net Assets 2021: $1,023,1392021Assets 2022: $1,554,997Liabilities 2022: $0Net Assets 2022: $1,554,9972022Assets 2023: $1,847,168Liabilities 2023: $0Net Assets 2023: $1,847,1682023Assets 2024: $1,721,410Liabilities 2024: $0Net Assets 2024: $1,721,4102024

Highlighted filing

2011

Assets$179
Liabilities$0
Net Assets$179
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $89,6432010Expenses 2011: $92,3132011Revenue 2012: $34,750Expenses 2012: $31,457Net Income 2012: $3,2932012Revenue 2013: $110,000Expenses 2013: $86,347Net Income 2013: $23,6532013Revenue 2014: $0Expenses 2014: $12,381Net Income 2014: -$12,3812014Revenue 2015: $105,000Expenses 2015: $80,048Net Income 2015: $24,9522015Revenue 2016: $1,100,000Expenses 2016: $133,125Net Income 2016: $966,8752016Revenue 2017: $750,308Expenses 2017: $493,915Net Income 2017: $256,3932017Revenue 2018: $852,766Expenses 2018: $319,468Net Income 2018: $533,2982018Revenue 2019: $18,611Expenses 2019: $599,374Net Income 2019: -$580,7632019Revenue 2020: $11,144Expenses 2020: $70,191Net Income 2020: -$59,0472020Revenue 2021: $102,735Expenses 2021: $236,048Net Income 2021: -$133,3132021Revenue 2022: $613,082Expenses 2022: $81,224Net Income 2022: $531,8582022Revenue 2023: $402,925Expenses 2023: $110,754Net Income 2023: $292,1712023Revenue 2024: $190,665Expenses 2024: $316,423Net Income 2024: -$125,7582024

Highlighted filing

2011

Revenue-
Expenses$92,313
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Oct 18, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
A Barry CappelloPresident / Director / Secretary-$0--
Lori CappelloVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLAMBDA CHI ALPHA EDUCATIONAL FDNGeneral Unrestricted509(a)(1)INDIANAPOLIS, IN, US$50,000
Paid GrantLAGUNA BLANCA SCHOOLGeneral Unrestricted509(a)(1)SANTA BARBARA, CA, US$31,500
Paid GrantDAWG FOUNDERS FUND INCGeneral Unrestricted509(a)(2)SANTA BARBARA, CA, US$5,000
Paid GrantGREATER SANTA BARBARA ICE SKATING AGeneral Unrestricted509(a)(1)SANTA BARBARA, CA, US$1,000
Filing and Contact Details

Filer

EIN
20-3987578
Raw XML Appendix249 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0A Barry Cappello
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Lori Cappello
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0President / Director / Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Vice President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10Foundation Source 501 Silverside Rd
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IRS990PF/QualifyingDistributions/ExpensesAndContributions092113
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Foundation Source
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08008391754
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10501 Silverside Road Suite 123
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Wilmington
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0DE
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IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
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IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0true
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SupplementaryInformation/ContributingManager0A Barry Cappello
IRS990PF/SupplementaryInformation/ContributingManager1Lori Cappello
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount231500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount350000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0General Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1General Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2General Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3General Unrestricted
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10DAWG FOUNDERS FUND INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11GREATER SANTA BARBARA ICE SKATING A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12LAGUNA BLANCA SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13LAMBDA CHI ALPHA EDUCATIONAL FDN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0509(a)(2)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1509(a)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2509(a)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3509(a)(1)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101634 MOORE RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 478
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine124125 PALOMA DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine138741 FOUNDERS RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SANTA BARBARA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1SANTA BARBARA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2SANTA BARBARA
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IRS990PF/UndistributedIncome/ExcessFromCurrentYear091030
IRS990PF/UndistributedIncome/ExcessFromYear1088824
IRS990PF/UndistributedIncome/ExcessFromYear20408045
IRS990PF/UndistributedIncome/ExcessFromYear30195654
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IRS990PF/UndistributedIncome/RemainingDistriFromCorpus091030
IRS990PF/UndistributedIncome/TotalCorpus01351944
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover01260914
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990ScheduleB/ContributorInfo/AggregateContributions038376
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10831 State Street
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0Santa Barbara
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode093101
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0Cappello A Barry
IRS990ScheduleB/ContributorInfo/ContributorNumber00001
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IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
LiquidationExplanationStmt/Statement0This statement is submitted to report the distribution of certain assets during the above-referenced year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3a1 and the Form 990-PF instructions During the taxable year ending December 31, 2011, The Cappello Foundation the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled 87,500. This amount represents over 25 of the Foundations net assets of 54,116 as measured by fair market value at the beginning of the Foundations taxable year ending December 31, 2011. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a each such grant was made solely for the charitable purpose specified therein.
OtherExpensesSchedule/OtherExpenses/Description0Administrative Fees
OtherExpensesSchedule/OtherExpenses/Description1Bank Charges
OtherExpensesSchedule/OtherExpenses/Description2State or Local Filing Fees
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps04588
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps125
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0200
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks04588
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1200
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks225
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0203987578
ReturnHeader/Filer/Name/BusinessNameLine10The Cappello Foundation
ReturnHeader/Filer/NameControl0CAPP
ReturnHeader/Filer/Phone08008391754
ReturnHeader/Filer/USAddress/AddressLine10Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/City0Wilmington
ReturnHeader/Filer/USAddress/State0DE
ReturnHeader/Filer/USAddress/ZIPCode0198091377
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-10-18
ReturnHeader/Officer/Name0A Barry Cappello
ReturnHeader/Officer/Title0President
ReturnHeader/Preparer/DatePrepared02012-10-18
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Foundation Source
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1055 Walls Drive
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Fairfield
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode006824
ReturnHeader/Preparer/Name0Jeffrey D Haskell
ReturnHeader/Preparer/Phone08008391754
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-14T17:24:07-00:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$179
Liabilities
$0
Net assets
$179
Revenue
-
Expenses
$92,313
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.19$0.32$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.40$0.11$0.29
2022Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.61$0.08$0.53
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.10$0.24$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.01$0.07$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.02$0.60$0.58
2018Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.85$0.32$0.53
2017Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.75$0.49$0.26
2016Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$1.10$0.13$0.97
2015Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.11$0.08$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.01$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.11$0.09$0.02
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.03$0.03$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.09
2010Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.09