Civic Intelligence

Caplan Family Charitable Trust

990PF • Fiscal year 2017 • EIN 23-7749795

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

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

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

93rd percentile

62%

Higher net margin than 93% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

63rd percentile

6.8%

Faster asset growth than 63% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

39th percentile

0.8%

Faster revenue growth than 39% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,818,620

Up $115,450 (+6.8%) from 2016

Net Assets

Up

$1,818,620

Up $115,450 (+6.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin93rd percentile

Revenue

Up

$185,621

Up $1,392 (+0.8%) from 2016

Expenses

Down

$70,171

Down $151 (-0.2%) from 2016

Net Income

Up

$115,450

Up $1,543 (+1.4%) from 2016

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

2017

Assets$1,818,620
Liabilities$0
Net Assets$1,818,620
Open 2017 Filing

Operations Trend

Revenue Growth39th 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

2017

Revenue$185,621
Expenses$70,171
Net Income$115,450
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James A 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 A Caplan
Title
Trustee
Phone
6104162118
Signed
2018-11-12
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 CPA
Phone
2159478584
Raw XML Appendix277 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/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01773965
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
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OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt20
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt30
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Capital gain dist
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Unrecaptured 1250
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Partnership dist
OtherIncomeSchedule2/OtherIncomeDetail/Desc3Unrealized appreciation
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt10
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11444
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt23877
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt357261
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0James Caplan
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO Box 14
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Bryn Mawr
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0PA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd019010
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James A Caplan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06104162118
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0FE2E9C93C9CE3EFA337CB4CA1D489497FC64F2C2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FE2E9C93C9CE3EFA337CB4CA1D489497FC64F2C2
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId02406572018313x40kicr
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.249.54.193
ReturnHeader/FilingSecurityInformation/IPDt02018-11-09
ReturnHeader/FilingSecurityInformation/IPTm010:47:16
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/PreparationDt02018-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David I Klein CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-09T10:45:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,818,620
Liabilities
$0
Net assets
$1,818,620
Revenue
$185,621
Expenses
$70,171
Net income
$115,450
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
2017Detailed filing. Detailed filing data is available for this year.$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