Civic Intelligence

Caplan Family Charitable Trust

990PF • Fiscal year 2015 • EIN 23-7749795

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 07, 2016

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.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

16th percentile

-28%

Higher net margin than 16% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

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.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

35th percentile

-2.4%

Faster asset growth than 35% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

17th percentile

-24%

Faster revenue growth than 17% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,589,263

Down $38,299 (-2.4%) from 2014

Net Assets

Down

$1,589,263

Down $38,299 (-2.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin16th percentile

Revenue

Down

$136,563

Down $43,679 (-24%) from 2014

Expenses

Up

$174,862

Up $72,326 (+71%) from 2014

Net Income

Down

-$38,299

Down $116,005 (-149%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2015

Assets$1,589,263
Liabilities$0
Net Assets$1,589,263
Open 2015 Filing

Operations Trend

Revenue Growth17th 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

2015

Revenue$136,563
Expenses$174,862
Net Income-$38,299
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 7, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James A Caplan TrusteeTrustee-$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 A Caplan
Title
Trustee
Phone
6104162118
Signed
2016-06-07
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 Appendix243 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.

Path#Value
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CompensationExplanation/CompensationExplanationGrp/PersonNm0James A Caplan Trustee
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0None
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01589263
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01589263
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Assets cash stock fixed inc
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt071720
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt01589263
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01627562
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt023839
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01589263
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0James A Caplan Trustee
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
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/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
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0James A Caplan Trustee
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0See attached pdf schedule of contributions
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Various charitable org see pdf
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01510992
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 14
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Bryn Mawr
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0190100014
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
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IRS990ScheduleB/GeneralRuleInd0X
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Unrealized loss
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt086061
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt086061
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Limited Partnerships
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01842
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01842
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James A Caplan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06104162118
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-07
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/PreparationDt02016-06-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David I Klein
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-06-07T13:29:22-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,589,263
Liabilities
$0
Net assets
$1,589,263
Revenue
$136,563
Expenses
$174,862
Net income
-$38,299
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
2015Detailed filing. Detailed filing data is available for this year.$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