Civic Intelligence

Caplan Family Charitable Trust

990PF • Fiscal year 2014 • EIN 23-7749795

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 07, 2015

Organization Profile
Post Office Box 14Bryn Mawr, PA 19010-0014

(215) 947-8584

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

86th percentile

43%

Higher net margin than 86% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

63rd percentile

5.3%

Faster asset growth than 63% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

83rd percentile

42%

Faster revenue growth than 83% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,627,562

Up $81,789 (+5.3%) from 2013

Net Assets

Up

$1,627,562

Up $81,789 (+5.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin86th percentile

Revenue

Up

$180,242

Up $52,997 (+42%) from 2013

Expenses

Up

$102,536

Up $58,067 (+131%) from 2013

Net Income

Down

$77,706

Down $5,070 (-6.1%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,319,929Liabilities 2011: $0Net Assets 2011: $1,319,9292011Assets 2012: $1,488,197Liabilities 2012: $0Net Assets 2012: $1,488,1972012Assets 2013: $1,545,773Liabilities 2013: $0Net Assets 2013: $1,545,7732013Assets 2014: $1,627,562Liabilities 2014: $0Net Assets 2014: $1,627,5622014Assets 2015: $1,589,263Liabilities 2015: $0Net Assets 2015: $1,589,2632015Assets 2016: $1,703,170Liabilities 2016: $0Net Assets 2016: $1,703,1702016Assets 2017: $1,818,620Liabilities 2017: $0Net Assets 2017: $1,818,6202017Assets 2018: $1,815,086Liabilities 2018: $0Net Assets 2018: $1,815,0862018Assets 2019: $1,933,949Liabilities 2019: $0Net Assets 2019: $1,933,9492019Assets 2020: $2,043,989Liabilities 2020: $0Net Assets 2020: $2,043,9892020Assets 2021: $2,230,361Liabilities 2021: $0Net Assets 2021: $2,230,3612021Assets 2024: $2,201,707Liabilities 2024: $0Net Assets 2024: $2,201,7072024

Highlighted filing

2014

Assets$1,627,562
Liabilities$0
Net Assets$1,627,562
Open 2014 Filing

Operations Trend

Revenue Growth83rd percentile

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

$400K$200K$0-$200K-$400KExpenses 2011: $20,7722011Expenses 2012: $50,0482012Revenue 2013: $127,245Expenses 2013: $44,469Net Income 2013: $82,7762013Revenue 2014: $180,242Expenses 2014: $102,536Net Income 2014: $77,7062014Revenue 2015: $136,563Expenses 2015: $174,862Net Income 2015: -$38,2992015Revenue 2016: $184,229Expenses 2016: $70,322Net Income 2016: $113,9072016Revenue 2017: $185,621Expenses 2017: $70,171Net Income 2017: $115,4502017Revenue 2018: $80,709Expenses 2018: $84,243Net Income 2018: -$3,5342018Revenue 2019: $153,563Expenses 2019: $34,700Net Income 2019: $118,8632019Revenue 2020: $138,233Expenses 2020: $28,193Net Income 2020: $110,0402020Revenue 2021: $223,822Expenses 2021: $37,450Net Income 2021: $186,3722021Revenue 2024: $19,277Expenses 2024: $265,010Net Income 2024: -$245,7332024

Highlighted filing

2014

Revenue$180,242
Expenses$102,536
Net Income$77,706
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 7, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James CaplanTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Caplan Family Charitable Trust
EIN
23-7749795
Address
Post Office Box 14, Bryn Mawr, PA 19010-0014

Signing Officer

Name
James Caplan
Title
Trustee
Phone
6104162118
Signed
2015-07-07
Discuss with paid preparer
Yes

Preparer

Firm
David I Klein CPA
Address
31 Lee Lynn Lane, Huntingdon Valley, PA 19006-7969
Preparer
David I Klein
Phone
2159478584
Raw XML Appendix300 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/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/AppliedToCurrentYearAmt0156035
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0156035
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01472081
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01472081
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01628116
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01472081
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01472081
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0James Caplan
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 14
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Bryn Mawr
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0190100014
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0115000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Unrealized loss
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt032352
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt032352
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Limited Partnerships
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0514
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0514
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04019
OtherIncreasesSchedule/OtherIncreasesDetail/Amt164
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Capital gains distributions
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Unrecaptured Sec 1250 Gain
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0James Caplan
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO Box 14
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Bryn Mawr
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0PA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd019010
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0554
TaxesSchedule/TaxesDetail/CategoryTxt0Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0554
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James Caplan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06104162118
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Caplan Family Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0CAPL
ReturnHeader/Filer/EIN0237749795
ReturnHeader/Filer/USAddress/AddressLine1Txt0Post Office Box 14
ReturnHeader/Filer/USAddress/CityNm0Bryn Mawr
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0190100014
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID I KLEIN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt031 Lee Lynn Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Huntingdon Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0190067969
ReturnHeader/PreparerPersonGrp/PhoneNum02159478584
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David I Klein
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-09-09T13:41:05-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,627,562
Liabilities
$0
Net assets
$1,627,562
Revenue
$180,242
Expenses
$102,536
Net income
$77,706
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.02$0.27$0.25
2021Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.22$0.04$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.00$2.04$0.14$0.03$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.15$0.03$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$0.08$0.08$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$0.19$0.07$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$0.18$0.07$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.14$0.17$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.18$0.10$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.13$0.04$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.05
2011Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.02